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Front cover

IBM Tivoli Storage Manager:
Bare Machine Recovery for
Windows with Cristie BMR
   dows

Use Cristie BMR with ITSM, to protect your
Windows environment


Learn how to configure your system for
recovery


Secure your server environment




                                                                Barry Kadleck
                                                              David McFarlane
                                                           Pracha Pechsuksan
                                                                 Wah Han Tan




ibm.com/redbooks                               Redpaper
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
International Technical Support Organization

IBM Tivoli Storage Manager: Bare Machine Recovery
for Windows with Cristie BMR

October 2003
Note: Before using this information and the product it supports, read the information in “Notices” on page 7.




First Edition (October 2003)

This edition applies to Version IBM Tivoli Storage Manager Version 5.2 and above.


© Copyright International Business Machines Corporation 2003. All rights reserved.
Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule
Contract with IBM Corp.
Contents

                 Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                 Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

                 Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   9
                 The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                   9
                 Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .               9
                 Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             9

                 Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .              1
                 1.1 Cristie Bare Machine Recovery overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                          2
                 1.2 IBM Tivoli Storage Manager overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                         2
                 1.3 CBMR with ITSM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             3
                 1.4 An overview on how Bare Machine Recovery is done . . . . . . . . . . . . . . . . . . . . . . . . . .                                    4

                 Chapter 2. CBMR/ITSM installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
                 2.1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                 2.2 CBMR/ITSM setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
                 2.3 ITSM Client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                    2.3.1 ITSM Client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
                 2.4 CBMR installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
                 2.5 CBMR storage device configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
                 2.6 CBMR Disaster Recovery system configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
                    2.6.1 Creating the CBMR DR floppy diskette configuration . . . . . . . . . . . . . . . . . . . . . . 27
                    2.6.2 Creating the CBMR network share configuration . . . . . . . . . . . . . . . . . . . . . . . . . 32

                 Chapter 3. CBMR/ITSM backup operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
                 3.1 Performing Windows OS backup using CBMR DR module . . . . . . . . . . . . . . . . . . . . . 40
                 3.2 Performing system data backup using ITSM client . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

                 Chapter 4. Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .            47
                 4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration) . . . .                                              48
                 4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette . . . . . . . . . .                                              51
                 4.3 Restoration using CBMR CD-ROM with network share configuration . . . . . . . . . . . . .                                            55
                 4.4 Restoration of system data using TSM backup/archive client. . . . . . . . . . . . . . . . . . . .                                   61
                 4.5 Post BMR processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .             64

                 Chapter 5. Automate the system backup using the ITSM scheduler . . . . . . . . . . . . . .                                              65
                 5.1 Configure ITSM client scheduler service in the ITSM client . . . . . . . . . . . . . . . . . . . . .                                66
                 5.2 Configure ITSM client scheduler in the TSM Server . . . . . . . . . . . . . . . . . . . . . . . . . . .                             70
                 5.3 CBMR/TSM backup script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                72
                    5.3.1 Creating CBMR backup and restore scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . .                             72

                 Appendix A. List of files backed up by CBMR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
                 A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a) . . . . . . . . . . . 78
                 A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with
                     service pack 1-3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

                 Appendix B. CBMR DR Boot and System diskettes creation . . . . . . . . . . . . . . . . . . . . 79
                 B.1 Creating CBMR DR Boot and System diskettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80



© Copyright IBM Corp. 2003. All rights reserved.                                                                                                             5
Appendix C. CBMR log and error description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
               C.1 Description of CBMR log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
               C.2 CBMR error definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84




6   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult
your local IBM representative for information on the products and services currently available in your area. Any
reference to an IBM product, program, or service is not intended to state or imply that only that IBM product,
program, or service may be used. Any functionally equivalent product, program, or service that does not
infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to
evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The
furnishing of this document does not give you any license to these patents. You can send license inquiries, in
writing, to:
IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A.

The following paragraph does not apply to the United Kingdom or any other country where such provisions are
inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS
PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,
INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,
MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of
express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made
to the information herein; these changes will be incorporated in new editions of the publication. IBM may make
improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time
without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any
manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the
materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring
any obligation to you.

Information concerning non-IBM products was obtained from the suppliers of those products, their published
announcements or other publicly available sources. IBM has not tested those products and cannot confirm the
accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the
capabilities of non-IBM products should be addressed to the suppliers of those products.

This information contains examples of data and reports used in daily business operations. To illustrate them
as completely as possible, the examples include the names of individuals, companies, brands, and products.
All of these names are fictitious and any similarity to the names and addresses used by an actual business
enterprise is entirely coincidental.

COPYRIGHT LICENSE:
This information contains sample application programs in source language, which illustrates programming
techniques on various operating platforms. You may copy, modify, and distribute these sample programs in
any form without payment to IBM, for the purposes of developing, using, marketing or distributing application
programs conforming to the application programming interface for the operating platform for which the sample
programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore,
cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and
distribute these sample programs in any form without payment to IBM for the purposes of developing, using,
marketing, or distributing application programs conforming to IBM's application programming interfaces.




© Copyright IBM Corp. 2003. All rights reserved.                                                               7
Trademarks
The following terms are trademarks of the International Business Machines Corporation in the United States,
other countries, or both:
    pSeries®                            IBM®                                  Redbooks(logo)   ™
    AIX®                                Redbooks™                             IBM         ™
    GDPS®                               SP2®
    HACMP/6000™                         Tivoli®

The following terms are trademarks of other companies:

ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United
States, other countries, or both.

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the
United States, other countries, or both.

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems,
Inc. in the United States, other countries, or both.

C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both.

UNIX is a registered trademark of The Open Group in the United States and other countries.

SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET Secure Electronic
Transaction LLC.

Other company, product, and service names may be trademarks or service marks of others.




8     IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Preface

                 This Redpaper will help you install, tailor and configure Cristie BMR with IBM® Tivoli®
                 Storage Manager (ITSM) to protect your systems from catastrophic failures.



The team that wrote this Redpaper
                 This Redpaper was produced by a team of specialists from around the world working at the
                 International Technical Support Organization, San Jose Center.

                 Barry Kadleck is responsible for tape and Tivoli Storage projects at the International
                 Technical Support Organization, San Jose. He has a degree in Electronic Engineering and
                 joined IBM U.K. in 1985. He has been working with storage software and hardware for the
                 last 10 years. Before joining the ITSO in 2001, Barry worked at the Product Introduction
                 Consultancy, Hursley, U.K. as a Program Manager, introducing new Tivoli Storage products
                 into Europe.

                 David McFarlane is a Technical Solutions Architect in Australia. He has 19 years of
                 experience in the I/T industry. His areas of expertise include storage management, VTS, and
                 z/series solutions. He has participated in two other ITSO residencies: IBM TotalStorage
                 Virtual Tape server: Planning, Implementing and Monitoring, SG24-2229-04, and produced
                 course materials for “GDPS®, XRC, PPRC,VTS Peer to Peer.”

                 Pracha Pechsuksan is a I/T Specialist in Thailand. He has six years of experience in AIX®
                 field and two years of experience in TSM field. He has worked at IBM for 12 years. His areas
                 of expertise include AIX, TSM, SP2®, and HACMP/6000™.

                 Wah Han Tan is a IT Specialist with the pSeries® services team in Singapore. He has worked
                 at IBM Singapore for seven years. His areas of expertise include AIX, TSM, SP2, and
                 HACMP/6000.



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                 Your comments are important to us!



© Copyright IBM Corp. 2003. All rights reserved.                                                            9
We want our papers to be as helpful as possible. Send us your comments about this
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                     Dept. QXXE Building 80-E2
                     650 Harry Road
                     San Jose, California 95120-6099




10   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Chapter 1.   Introduction
                 The objective of this redbook is to provide materials describing how to perform a Bare
                 Machine Recovery using Cristie Bare Machine Recovery (CBMR) version 4.0.2 and IBM
                 Tivoli Storage Manager (ITSM) version 5.2.

                 In this chapter, we discuss the following sections:
                     Cristie Bare Machine Recovery Overview
                     IBM Tivoli Storage Manager Overview
                     CBMR with ITSM
                     An overview on how Bare Machine Recovery is done

                 We assume readers will have a basic knowledge of the Microsoft Windows operating system,
                 Cristie Bare Machine Recovery, and IBM Tivoli Storage Manager. Readers can access the
                 following Web sites for further information:
                 http://www.cristie.com
                 http://www.microsoft.com
                 http://www.tivoli.com




© Copyright IBM Corp. 2003. All rights reserved.                                                          1
1.1 Cristie Bare Machine Recovery overview
               Cristie Bare Machine Recovery (CBMR) is a powerful and flexible backup and disaster
               recovery software suite. This, integrated with IBM Tivoli Storage Manager (ITSM), provides a
               Bare Machine Recovery (BMR) solution for all users of Windows 9X, ME, NT, 2000, and XP.

               The components of CBMR are:
                  PC-BaX - A backup and recovery module to backup system files
                  DRM - Disaster Recovery Module that stores machine configuration data and recovers a
                  crashed system using a minimal Linux operating system
                  OFM - Open File Module that allows open files to be backed up
                  Tivoli Storage Manager (TSM) support module - Allows back up of TSM client to TSM
                  servers.

               CBMR is a comprehensive Microsoft Windows operating system (OS) backup, restore, and
               reinstallation tool. It is a file by file backup of the operating system (not a system image
               backup). It back ups and automatically restores the operating system structures necessary to
               rebuild the operating system, as well as data files if required.




               Figure 1-1 PC-BaX Backup and Recovery Software



1.2 IBM Tivoli Storage Manager overview
               IBM Tivoli Storage Manager and its complementary products provide a comprehensive
               solution focused on the key data protection activities of backup, archive, recovery, space
               management, and disaster planning. Tivoli Storage Manager enables high availability of
               business applications by providing superior data protection and unique technology to
               significantly improve performance and resource utilization. Additionally, optional application
               modules for mail, databases, application servers, Enterprise Resource Planning (ERP), and


2   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
hardware provide higher levels of application and hardware integration with the data
        protection process.

        The base functions provided by IBM Tivoli Storage Manager include:
           Backup and Restore: The backup process creates a copy of the file or application data
           that can be recovered if the original data is lost or destroyed. Unlike other backup
           applications, Tivoli Storage Manager implements a progressive backup methodology to
           move data quickly and reliably. Using progressive backup, the number of file versions
           maintained by Tivoli Storage Manager and the length of time they are retained can be
           specified by the storage administrator. Backups can be scheduled, performed manually
           from the Tivoli Storage Manager client interface, or performed remotely using a
           Web-based interface. The restore process transfers a backup data copy from the Tivoli
           Storage Manager server-managed storage onto a designated machine.
           Archive and Retrieval: The archive process creates a copy of a file or a set of files, and
           stores it as a unique object for a specified period of time. This function is useful for
           maintaining copies of vital records for historical purposes. Like the backup process, the
           archive process can be scheduled, performed manually from the Tivoli Storage Manager
           client interface, or performed remotely using a Web-based interface. The retrieval process
           transfers the archival data copy onto a designated machine.
           Instant Archive and Rapid Recovery: IBM Tivoli Storage Manager allows for the creation of
           a complete set of client files, called a backup set, on the Tivoli Storage Manager server
           system using the most recent backup versions stored by the server. In a process called
           Instant Archive, a backup set is used to retain a snapshot of a client file system for a
           designated period of time. The Rapid Recovery process allows you to copy backup sets
           onto portable media for LAN-free recovery of a client system.



1.3 CBMR with ITSM
        The functionality of both products will enable customers to recover the core Windows
        operating system to a new disk drive using floppy diskette and a disaster recovery backup
        stored in the ITSM Server.

        The backup of the operating system comprises the files contained in the Windows operating
        system folder together with the TSM client files and the CBMR files. These are backed up as
        a few files within the ITSM filespace, and kept up to date either on an ad hoc basis, or by
        using the scheduler incorporated within CBMR.

        The configuration files contain key static information about the hard disk drive, boot sectors,
        and partitions, and this is stored either on a network share or on a floppy diskette (one for
        each computer).

        The boot files are contained on the supplied bootable CD-ROM, or can be created on floppies
        by running a utility in CBMR.

        A Bare Machine Recovery is performed by booting from the supplied CD-ROM or created
        floppy diskette, and running the CBMR recovery program. This program loads a shell
        operating system, the drivers required to access the network, and the ITSM Application
        Program Interface (API) client. The Windows operating system is then recovered to the most
        recent point in time backup and the system rebooted in Windows mode. The system data is
        then restored by ITSM backup/archive client.




                                                                              Chapter 1. Introduction     3
Figure 1-2 CBMR and ITSM combined architecture



1.4 An overview on how Bare Machine Recovery is done
               Here are the steps:
               1. Boot the system either from CBMR installation CD-ROM or CBMR Disaster Recovery
                  (DR) floppy diskette into Linux operating system.
               2. Load the drivers required to access the network and the ITSM API client with either the
                  CBMR DR floppy configuration diskette or network share configuration.
               3. Perform an Automatic Recovery, which does the following:
                  –   Partitions whole system (does not respect partitions)
                  –   Format – boot and system partition
                  –   Restore – CBMR, Windows and ITSM folders
                  –   Make system bootable – restores 1st sector of master boot record
               4. Reboot into Windows mode, with which the DR wizard does the following:
                  – Formats the data partition to fat16 or fat32
                  – Converts fat16 and fat32 to NTFS then reboots
               5. Restore the system to most recent state using ITSM backup/archive client.




4   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
2


    Chapter 2.   CBMR/ITSM installation
                 In this chapter, we show the following sections:
                     System requirements
                     CBMR/ITSM setup
                     ITSM client installation
                     ITSM client configuration
                     CBMR installation
                     CBMR storage device configuration
                     CBMR Disaster Recovery system

                 We assume readers have a ITSM server configured and running. We will not show the
                 installation and configuration of the ITSM server. The Bare Machine Recovery of the ITSM
                 Server itself, and the recovery of the ITSM database are not discussed in this book.




© Copyright IBM Corp. 2003. All rights reserved.                                                            5
2.1 System requirements
               Supported Windows platforms
                  Windows NT4 SP6 or higher
                  Windows 2000 Professional, Server, Advanced Server, and Cluster Server
                  Windows Terminal Server
                  Windows XP Home and Professional

               ITSM requirements
                  ITSM 4.2, ITSM 5.1, 5.2
                  Must have the ITSM client API runtime files installed

               Hardware support
                  Supports all Intel based processors and most motherboards
                  There is a wide and ever increasing range of network adapters, Fibre Channel HBAs, and
                  RAID controllers, which are supported and available on the Cristie Web site:
                  http://www.cristie.co.uk/uk/uk_html/disrec/index.html

               Firewall requirement
                  If there is a firewall between the file server and the client node where CBMR is running,
                  port 139 must be open.

               CBMR limitations

               There are some limitations that we need to take note of. Some or all of these limitations may
               be removed in future CBMR releases:
                  CMBR does not support systems installed on Windows Dynamic Disk volumes.
                  CBMR and ITSM client both should be installed on the Windows partition.
                  Automatic ITSM node password reset by ITSM server is not supported.
                  ITSM API Client version 4.2.1.32 or above is required.



2.2 CBMR/ITSM setup
               In our CBMR/ITSM setup, we configure the ITSM Server to use the disk storage pool to store
               the CBMR/ITSM client system OS backup. We will back up the client system OS and data to
               the ITSM Server using both the ITSM API and ITSM backup/archive client. In the CBMR
               network share configuration example, the ITSM Server will export a network share directory,
               DR_DIR to the client systems. All CBMR/ITSM client systems will back up the system
               information to the network share directory.

               The client systems in this example were installed with the following software versions:

               ITSM Server
                  Windows 2000 SP3
                  ITSM Server version 5.2

               Workstation
                  Windows 2000 SP3
                  ITSM Client version 5.2
                  CBMR version 4.0.2




6   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-1 CBMR /TSM setup example



2.3 ITSM Client installation
         Here are the steps:
         1. Install the ITSM client by using the ITSM client Installation CD-ROM. If AutoPlay is
            enabled in your system, the CBMR menu will display. If it does not display, double click
            TSMCLI.exe in the CD-ROM to launch it manually.
         2. Select the location for the installation directory, and click Next to continue.




                                                                     Chapter 2. CBMR/ITSM installation   7
Figure 2-2 Select the location to save files

               3. Select the Setup language for the installation and click OK.




               Figure 2-3 Select the Setup language

               4. Click Next to continue.




               Figure 2-4 Click Next to continue

               5. Select the destination folder and click Next to continue.




8   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-5 Select the Destination Folder

6. In this Setup Type screen, select Custom to install some of the ITSM Client additional
   program features:
   – Administrative Client Command Line Files to connect to the ITSM Server to perform
     administrative ITSM commands
   – Open File Support - allow Open File backup
7. Click Next to continue:




Figure 2-6 Select Custom to install ITSM Client additional program features

 Note: In the typical setup, both ITSM backup/archive and API programs install
 automatically. To install only the ITSM API, choose Custom setup from the Setup Type
 selection screen, and deselect the Backup-Archive Client files.




                                                             Chapter 2. CBMR/ITSM installation   9
Figure 2-7 Select additional ITSM Client features

              8. Click Install to start the ITSM Client installation.




              Figure 2-8 Click Install to begin the ITSM Client installation

              9. Once the ITSM Client installation is complete, we have to configure the environment
                 variables in the Windows to make it more convenient to use the command line.
              10.We need to set the following environment variables in the Windows:
                  – PATH: This is the default search path the operating system uses to locate executable
                    files. Set this to include the fully qualified paths of the client installation directories, for
                    example, SET PATH=%PATH%;C:Program Files Tivoli TSM baclient.
                  – DSM_CONFIG: Set this environment variable to the fully qualified path and filename of
                    the client options file, for example, DSM_CONFIG=C:Program Files Tivoli TSM
                    baclient dsm.opt.
                  – DSM_DIR: Set this environment variable to the directory where the client message file
                    dsc*.txt is located, for example, DSM_DIR=C:Program Files Tivoli TSM baclient.
                  – DSM_LOG: Set this environment variable to the fully qualified path where you want the
                    error log files to reside, for example, DSM_LOG=C:Program Files Tivoli TSM
                    baclientlog.



10   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
11.Reboot the system. We have completed the ITSM Client installation, we will proceed to the
              next section to configure the ITSM Client.


2.3.1 ITSM Client configuration
           CBMR backup the Windows operating system (OS) to the ITSM Server through the ITSM API
           client. If we are going to use the ITSM backup/archive client to backup the system data, we
           need to register two different ITSM clients within the same system, namely the ITSM API
           client for the CBMR OS backup, and the ITSM backup/archive client for the system data
           backup. CBMR will not work with ITSM using the same ITSM client.
           1. Register two new nodes from the ITSM Server Web administration console. The first node
              will be the ITSM API client. Ensure the following settings are set for this ITSM API client:
              –   Archive Delete Allowed YES
              –   Backup Delete Allowed YES
              –   Client Compression setting CLIENT
              –   Force password reset NO
              –   Node Type CLIENT

                   Note: At the current CBMR version release, CBMR does not support multiple
                   versions of backups. In the ITSM policy setting, it is recommended to create one
                   backup version and a nil deleted version (verexists=1 verdeleted=0) for the ITSM
                   API clients. To maintain multiple versions of the CBMR backup, create different
                   CBMR devices targeted with different filespaces.




                                                                   Chapter 2. CBMR/ITSM installation   11
Figure 2-9 Register a new node

                Note: In regards to passwords, consider the following:
                1. Automatic password generation for the ITSM API client to be use with CBMR is not
                   supported.
                2. If a password expiration period for a CBMR/TSM API client node is used, the password
                   has to be set in PC_BaX every time it expires.


              3. Next, register the ITSM backup/archive client from the ITSM Server Web administration
                 console. Now, we have both the ITSM backup/archive client and ITSM API client
                 registered in the ITSM Server.




12   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-10 TSM nodes information

4. We have to configure the ITSM backup/archive client. Click Backup-Archive GUI from the
   Window Programs. A ITSM Client Configuration Wizard will appear on the screen for first
   time activation. Select the necessary client components and click Next to continue.




Figure 2-11 TSM Client Configuration Wizard

5. Select Create a new option file and click Next to continue.




                                                      Chapter 2. CBMR/ITSM installation   13
Figure 2-12 Create a new option file

              6. Enter the ITSM backup/archive Client name and click Next to continue.




              Figure 2-13 Enter the ITSM Backup/Archive client name

              7. Select TCP/IP as the communication method and click Next to continue.




14   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-14 Select TCP/IP as the communication method

8. Enter the ITSM Server IP address and click Next to continue.




Figure 2-15 Enter ITSM Server IP address

9. Click Next to continue.




                                                        Chapter 2. CBMR/ITSM installation   15
Figure 2-16 Domain and include/exclude lists

              10.Click Finish to begin the ITSM backup/archive client configuration.




              Figure 2-17 Click Finish to complete the ITSM client configuration

              11.Enter the ITSM backup/archive client password.




              Figure 2-18 Enter ITSM backup/archive password

              12.If we successfully log in, we will be able to access the ITSM backup/archive client GUI
                 menu. Now, the ITSM backup/archive client configuration is complete.



16   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-19 ITSM backup/archive client GUI menu

          Note: Automatic password generation for the ITSM backup/archive client is allowed.



2.4 CBMR installation
         Here are the steps:
         1. Install CBMR by using the CBMR installation CD-ROM. If AutoPlay in your system is
            enabled, the CBMR menu will display. If it does not display, double click SetupBmr.exe in
            the CD-ROM to launch it manually. In our testing we were limited to the CBMR trial
            version.




                                                                Chapter 2. CBMR/ITSM installation   17
Figure 2-20 CBMR Installation Menu

              2. Click INSTALL CBMR, select English and click Next to continue.

              .




              Figure 2-21 Select English

              3. Click Next to continue.




18   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-22 Click Next to continue

4. Select I accept the term of the license agreement and click Next to continue.




Figure 2-23 License Agreement

5. Enter the customer information and click Next to continue.




                                                       Chapter 2. CBMR/ITSM installation   19
Figure 2-24 Enter the customer Information

              6. Select Complete and click Next to continue.




              Figure 2-25 Select Complete


                Note: Tivoli Storage Manager (TSM) Support Module will select automatically if the ITSM
                API client is already installed. If the ITSM API client is not install, install the ITSM API
                client, and select TSM Support Module under the Custom option. Both ITSM
                backup/archive and API client are installed together by ITSM default mode.

              7. Leave both entries blank to run in Local System account and click Next to continue.




20   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-26 Leave both entries blank for Local System account

8. Click Yes to start CBMR Scheduler services automatically and click Next to continue.




Figure 2-27 Click Yes to start CBMR Scheduler services automatically

9. Accept the default Program Folder name and click Next to continue.




                                                          Chapter 2. CBMR/ITSM installation   21
Figure 2-28 Accept the default Program Folder name

              10.Click Install to complete the CBMR installation.




              Figure 2-29 Click Install to complete CBMR installation

              11.Click Finish to reboot the system to complete the CBMR installation.




22   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-30 Reboot the system after the CBMR installation is complete



2.5 CBMR storage device configuration
        Here are the steps:
        1. When CBMR PC-BaX program is opened for the first time, PC-BaX will ask to scan for
           new devices. Click No to scan for new devices.




        Figure 2-31 Click No to configure ITSM device

        2. To configure a ITSM device, click Storage Device.




        Figure 2-32 Click Storage Device to configure a ITSM device



                                                                   Chapter 2. CBMR/ITSM installation   23
3. Click NEW to create an ITSM device.




              Figure 2-33 Click NEW to create an ITSM device


                Note: Use different filespaces under the same node to maintain different active backup
                sets. It is also possible to use one node for all the system’s backups and each of the
                system’s data can be stored under a different filespace. However, if the node is deleted, all
                system’s backup data will be lost.

              4. Select ITSM Device and click Next to continue.




              Figure 2-34 PC-BaX New Storage Device Wizard

              5. Enter the client information for the PC-BaX to access to the ITSM Server. Click Create to
                 create the ITSM device. See Table 2-1 for the description of the fields.




24   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-35 Enter the required informations

Table 2-1 Description for the Field entry
 Field                               Description

 Name                                The friendly name of the device. Any valid character sequence up
                                     to 79 characters is acceptable.
                                     The name should be unique and you cannot specify the name of
                                     an existing device.

 Communication method                The method of communication to use. The possible selections
                                     are:
                                     TCPIP - to use TCP/IP
                                     IPXSPX - to use IPX/SPX
                                     NETBIOS - to use NetBIOS
                                     NAMEDPIPE - to use Named Pipes

 Server address                      The host name of the ITSM server or the IP address in dotted
                                     decimal form.If DNS address are use, please make sure the DNS
                                     is working and have enter the correct DNS settings under the
                                     network protocol

 Port                                The TCP port at which the ITSM server is listening for client
                                     requests.

 Nodename                            Enter the node name which must have been created earlier

 Node Password                       Enter the node password, if any. Leave it blank for no password

 Filespace Name                      Enter the name of the filespace which should start with /. If this
                                     doesn't exist before, it will be registered.


6. Click OK to return to the Storage Device wizard screen.




Figure 2-36 Click OK

7. Click Finish to end the creation of the Storage Device.



                                                              Chapter 2. CBMR/ITSM installation           25
Figure 2-37 Click Finish to end the creation of the Storage Device

              8. Now, the new ITSM device information will be stored in an “ini” file named
                 DevicesDevices.ini in the CBMR Program folder




              Figure 2-38 Device.ini file




26   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
2.6 CBMR Disaster Recovery system configuration
           CBMR stores the unique system configuration in a file named DISREC.INI. This is an
           important file which contains system configuration information such as the number of hard
           disks, partitions, Windows system directory, CBMR and ITSM installation directory, etc. There
           is another important file named modules.lst which holds SCSI, RAID and network adapter
           information. If the system has more than 2 RAID, 2 SCSI or 2 network devices, the
           information must be manually updated in this file.

           The disaster recovery configuration can be stored either on a Disaster Recovery
           Configuration floppy diskette or on a network share. Network share option will be very useful,
           if there is a large number of systems running CBMR in your environment.

           The disaster recovery configuration needs to be updated after a hardware and/or software
           change:
              Add or remove disks to the system
              Change partition sizes or create new or delete one
              Format a partition to a different file system
              Reinstall CBMR or ITSM or change the ITSM client/password/filespace information
              Change network/SCSI/RAID adapters

           We will show how to create the floppy diskette configuration and network share configuration.


2.6.1 Creating the CBMR DR floppy diskette configuration
           Here are the steps:
           1. Prepared a blank formatted 1.44 MB floppy diskette. Insert the CBMR Installation
              CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not
              display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE
              FLOPPIES.




           Figure 2-39 Click CREATE FLOPPIES



                                                                   Chapter 2. CBMR/ITSM installation   27
2. In the drop down list, select DR Configuration Disk/Share, and click Create.




              Figure 2-40 Select DR Configuration Disk/Share

              3. Select Copy Configuration information to floppy, and click OK to continue.




              Figure 2-41 Select Copy Configuration information to floppy

              4. Insert a blank 1.44 MB floppy diskette into the Drive A and click OK.




              Figure 2-42 Insert a blank floppy diskette into Drive A and click OK

              5. Once this is completed, labelled the floppy diskette as DR Configuration. Click OK.




              Figure 2-43 Click OK

              Now, the newly created floppy diskette contains the basic CBMR information. We will need to
              update this floppy diskette with system specific information.
              6. Select Disaster Recovery from the PC-BaX main program




28   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-44 Click disaster recovery

7. Select Create/Update configuration disk, and choose the correct storage device to use,
   and click Next to continue.




Figure 2-45 Select the correct storage device

8. Select for the correct floppy drive and click Next to continue.




Figure 2-46 Select the correct Floppy Drive and click Next to continue



                                                             Chapter 2. CBMR/ITSM installation   29
9. Select Tivoli Storage Manager (TSM) and click Next to continue.




              Figure 2-47 Select Tivoli Storage Manager as the correct device type

              10.Enter the TSM Server information:
                  – communication protocol (normally TCP)
                  – Either the TSM Server hostname or TSM Server IP address
                  – TCP port (normally 1500)

              Click Next to continue.




              Figure 2-48 Enter the ITSM Server information

              11.Select the correct RAID/SCSI and Network adapters.The drivers are the Linux drivers that
                 will be used by CBMR. If the required adapter driver is not on the list, click Download
                 latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue.




30   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-49 Select the correct adapter drivers

12.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network
   environment. Click Next to continue.




Figure 2-50 Enter the IP informations

13.Click Finish to update the configuration information to the floppy diskette.




                                                         Chapter 2. CBMR/ITSM installation   31
Figure 2-51 Click Finish to update he configuration information to the floppy diskette

              The following files is create in the floppy diskette:
                  Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM
                  installation folders.
                  Modules.lst - contain the drivers that need to be loaded.
                  Device.ini - contain the logical device information stored by CBMR.

              The system’s configuration information is stored into the floppy diskette.We are ready to
              proceed to the next chapter to do the backup.


2.6.2 Creating the CBMR network share configuration
              Here are the steps:
              1. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR
                 menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to
                 launch it manually. Select CREATE FLOPPIES.




32   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-52 Click CREATE FLOPPIES

2. In the drop down list, select DR Configuration Disk/Share, and click Create.




Figure 2-53 Select DR Configuration Disk/Share

3. Select Copy Configuration information to network, enter the path of the share
   directory. Click OK to copy the configuration information to the share directory.




Figure 2-54 Enter the path of the share directory

4. The configuration information is copied to the share directory. This contains the basic
   CBMR information. Click OK to exit. We will update this information with system specific
   information.




                                                       Chapter 2. CBMR/ITSM installation   33
Figure 2-55 CBMR configuration information is successfully copied to the share directory

              5. Select Disaster Recovery from the PC-BaX main program




              Figure 2-56 Click Disaster Recovery

              6. Select Create/Update configuration disk, and choose the correct storage device to use,
                 and click Next to continue.




              Figure 2-57 Select the correct storage device

              7. Select Network and specify the share directory information. Click Next to continue.




34   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-58 Specify the share directory information


 Note: If a floppy configuration diskette is created, select Update Floppy Disk to update
 the system information to the floppy configuration diskette. This will ensure system latest
 information is copy to the network share and floppy diskette.

8. Select Tivoli Storage Manager (TSM) and click Next to continue.




Figure 2-59 Select Tivoli Storage Manager as the correct device type

9. Enter the ITSM Server information:
   – Communication protocol (normally TCP)
   – Either the ITSM Server hostname or ITSM Server IP address
   – TCP port (normally 1500)

Click Next to continue.




                                                          Chapter 2. CBMR/ITSM installation    35
Figure 2-60 Enter the ITSM Server information

              10.Select the correct RAID/SCSI and Network adapters. The drivers are the Linux drivers that
                 will be used by CBMR. If the required adapter driver is not on the list, click Download
                 latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue.




              Figure 2-61 Select the correct adapter drivers


              11.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network
                 environment. Click Next to continue.




36   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 2-62 Enter the IP informations

12.Click Finish to update the configuration information to the network share directory.




Figure 2-63 Click Finish to update he configuration information to the share directory

13.A directory folder is created with the backup system hostname. Inside the folder are the
   following files:
   Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM
   installation folders.
   Modules.lst - contain the drivers that need to be loaded.
   Device.ini - contain the logical device information stored by CBMR.

We are ready to proceed to the next chapter to do the backup.




                                                             Chapter 2. CBMR/ITSM installation   37
Figure 2-64 A folder is create with the backup system hostname




38   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
3


    Chapter 3.   CBMR/ITSM backup operations
                 This chapter will show the following sections:
                     Performing an Windows OS backup using CBMR DR module
                     Performing system data backup using ITSM client




© Copyright IBM Corp. 2003. All rights reserved.                                39
3.1 Performing Windows OS backup using CBMR DR module
              Here are the steps:
              1. Open the main PC-Bax main program, and select Disaster Recovery.




              Figure 3-1 Select Disaster Recovery to perform a DR backup

              2. Select Do a DR backup and the correct Storage device to use. Click Next to continue.




              Figure 3-2 Select the correct storage device

              3. By selecting the default mode, CBMR DR will back up necessary files needed to restore
                 the system Windows OS. CBMR DR will not restore all other information even if all drives
                 are selected and backed up. We will back up the system data using ITSM backup/archive
                 client. Please refer to Appendix A, “List of files backed up by CBMR” on page 77 for a list
                 of files backed up by CBMR.




40   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
.




Figure 3-3 Select the default backup mode

4. Now, the CBMR DR will back up the Windows OS files to the ITSM Server through the
   ITSM API function.




Figure 3-4 Backup Status

5. A ITSM API client session will connect to the ITSM Server.




Figure 3-5 CBMR access the ITSM Server through the TSM API client



                                                 Chapter 3. CBMR/ITSM backup operations   41
6. CBMR DR will perform an automatic verify after the backup process is complete.




              Figure 3-6 Automatic verify for backup

              7. After the automatic verify of the backup is complete, click OK to exit.




              Figure 3-7 Automatic verify is complete

              8. If there are any backup errors, go to the PC-BaX main window and select Log Files. View
                 the log files for any detailed messages.




              Figure 3-8 View the log files for error messages


42   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
We have finished the Windows OS backup. Proceed to the next section for data backup.



3.2 Performing system data backup using ITSM client
        Here are the steps:
        1. Open the ITSM backup/archive GUI program. Select BACKUP or ARCHIVE to perform
           the data backup. In this demonstration, we use the ITSM backup/archive client backup
           function to back up the system data.




        Figure 3-9 TSM backup/archive client GUI menu

        2. We back up those files/directories that are not backed up by CBMR. Please refer to
           Appendix A, “List of files backed up by CBMR” on page 77 for list of files backed up by
           CBMR.




        Figure 3-10 Click those folder to backup by TSM backup/archive client


                                                            Chapter 3. CBMR/ITSM backup operations   43
3. Once you have selected the folders, click Backup to perform the backup operation.




              Figure 3-11 Perform a backup operation

              4. For detail backup report status, click Report.




              Figure 3-12 Click Report for detail backup status

              5. Once backup operation is complete, click OK to exit. If there is an error, click View for
                 more details on the error messages.




44   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 3-13 Backup complete




                              Chapter 3. CBMR/ITSM backup operations   45
46   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
4


    Chapter 4.   Restoration
                 In this chapter, we show the restoration of the system Window operating system using the
                 following methods:
                     Restoration using three CBMR DR floppy diskettes (boot, system, configuration)
                     Restoration using CBMR CD-ROM and CBMR DR configuration floppy diskette
                     Restoration using CBMR CD-ROM and network share configuration

                 After the restoration of the Windows core operating system, we use the ITSM backup/archive
                 client to restore the system data to the most recent system state.

                 We show how to edit the CBM.INI to perform a complete restoration with the TSM script after
                 the recovery of the Windows core operating system.




© Copyright IBM Corp. 2003. All rights reserved.                                                            47
4.1 Restoration using three CBMR DR floppy diskettes (boot,
system, configuration)
              Before we begin the restoration using three CBMR DR floppy diskettes, we need to create the
              CBMR DR boot and system diskettes. Please see Appendix B.1, “Creating CBMR DR Boot
              and System diskettes” on page 80 for the creation of both the CBMR DR Boot and system
              diskettes.

              The device drivers are not copied onto the CBMR floppy configuration diskette during the
              creation of the floppy configuration diskette. In order to perform a restoration of the Windows
              core (or “boot-up”) OS from the three CBMR DR floppy diskettes, we need to copy all the
              necessary drivers from the CBMR CD-ROM to the CBMR floppy configuration diskette.

              In this example, we need to copy the Ethernet card driver from the CBMR CD-ROM folder,
              E:drconfigmodulese100.o (assuming E is the CD-ROM drive), to the floppy configuration
              diskette folder A:modules.

              Once the driver is copied onto the CBMR DR floppy configuration diskette, we can perform
              the recovery of the client system as follows:
              1. Insert the CBMR DR boot floppy diskette. Wait until the prompt appears on the monitor
                 screen to insert CBMR DR system disk.
              2. Insert the CBMR DR system diskette and press Enter. Wait until the prompt appears on
                 the monitor screen to insert CBMR DR configuration disk.
              3. Insert CBMR DR configuration diskette and press Enter. This will load the configuration
                 information from the configuration diskette, and it will load the PC-BaX Disaster Recovery
                 Console.




              Figure 4-1 PC-BaX Disaster Recovery Console

              4. Select option 4. Hardware Drivers and press Enter.
              5. Select option 5. List Loaded Modules and press Enter.




48   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 4-2 List loaded Modules

6. If the correct driver is loaded successfully, it will display loaded module. Press any key to
   continue. If the module is empty, select option 3. Load Network Modules to load the
   correct driver.




Figure 4-3 Display the module if loaded successfully

7. Select option 7. Exit from the Hardware Drivers and press Enter.
8. Select option 1. Test Backup Device and press Enter. Do not press any other key at this
   point to enter into the automatic configuration mode. CBMR will do a connection to the
   ITSM Server. If the connection is successfully, it will show Backup Device accessed
   successfully on the monitor screen. Press any key to continue.

    Note: If the Test Backup Device result is not successfully, please do not perform any
    system recovery. The Test Backup Device result must be successful as it performs a
    test connection to the ITSM Server. Check for any errors on the TSM Server, ensure
    that the system clients’ information is correct, and ensure the network is working.




                                                                     Chapter 4. Restoration   49
Figure 4-4 Automatic configuration mode

              9. Select option 2. Automatic Recovery and press Enter.
              10.Select option 1. Yes and press Enter to begin the automatic recovery of the client system.
                 This will rebuild the partition table and reformat the hard disk before it begins the
                 connection of the ITSM API client to the ITSM server in order to perform a restoration of
                 the Windows core OS.




              Figure 4-5 Enter Yes for automatic recovery

              11.On the completion of the restoration of the client system OS, remove the CBMR media,
                 and reboot the client system.




50   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
12.After you log on to the system, the PC-BaX/DR wizard will prompt you to convert the
           partition and format information from Linux to Windows. Click Next to continue.




        Figure 4-6 Welcome screen

        13.Accept default setting, and click Yes to continue.




        Figure 4-7 Accept default setting

        14.Click OK to reboot.The conversion of the partition and format information will take place.
        15.The client system will boot up in the Windows OS. We then use the ITSM backup/archive
           client to restore the system data.



4.2 Restoration using CBMR CD-ROM and DR configuration
floppy diskette
        Here are the steps:
        1. Insert the CBMR CD-ROM. Reboot the client system and wait until the prompt appears on
           the monitor console.




                                                                           Chapter 4. Restoration   51
Figure 4-8 LiRest Restore Utility

              2. Press f and insert the floppy configuration diskette into the floppy drive. Press Enter.
              3. This will load the PC-BaX Disaster Recovery Console.




              Figure 4-9 PC-BaX Disaster Recovery Console

              4. Select option 1. Test Backup Device and press Enter. Do not press any other key at this
                 point to enter into the automatic configuration mode. CBMR will do a connection to the
                 ITSM Server. If the connection is successful, it will show Backup Device accessed
                 successfully on the monitor screen. Press any key to continue.




52   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 4-10 Automatic configuration mode

5. Select option 2. Automatic Recovery and press Enter.
6. Select option 1. Yes and press Enter to begin the automatic recovery of the client system.
   This will rebuild the partition table and reformat the hard disk before it begins the
   connection of the ITSM API client to the ITSM server, to perform a restoration of the
   Windows core OS.

    Note: If the Test Backup Device result is not successfully, please do not perform any
    system recovery. The Test Backup Device result must be successful as it performs a
    test connection to the ITSM Server. Check for any errors on the TSM Server, ensure
    that the system clients’ information is correct and ensure the network is working.




                                                                   Chapter 4. Restoration   53
Figure 4-11 Enter Yes for automatic recovery

              7. On the completion of the restoration of the client system OS, the client system will reboot.
              8. After you logon to the system, PC-BaX/DR wizard will prompt you to convert the partition
                 and format information from Linux to Windows. Click Next to continue.




              Figure 4-12 Welcome screen

              9. Accept default setting, and click Yes to continue.




54   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 4-13 Accept default setting

        10.Click OK to reboot.The conversion of the partition and format information will take place.
        11.The client system will boot up in the Windows core OS. We will use the ITSM
           backup/archive client to restore the system data.



4.3 Restoration using CBMR CD-ROM with network share
configuration
        Here are the steps:
        1. Insert the CBMR CD-ROM. Reboot the client system. Wait until the prompt appears on the
           monitor console as seen in Figure 4-14.




        Figure 4-14 LiRest restore utility

        2. Press Enter for CD-ROM.
        3. This will load the PC-BaX Disaster Recovery Console.




                                                                           Chapter 4. Restoration   55
Figure 4-15 PC-BaX Disaster Recovery Console

              4. Select option 4. Hardware Drivers and press Enter.
              5. Select option 3. Load Network Modules and press Enter.




              Figure 4-16 Load network modules

              6. From the list of the network modules, select the correct network driver and press Enter.




              Figure 4-17 Select the correct network driver

              7. If the network driver loaded successfully, the following message will appear on the monitor
                 screen, press any key to exit:
                     insmod /usr/modules/e100.o
                     Press any key to continue



56   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
8. Select option 5. Remote Configuration and press Enter.
9. Select option 1. Setup and press Enter.




Figure 4-18 Remote Configuration

10.Enter the required information. See Table 4-1 for the description of the fields. Click OK
   when done.




Figure 4-19 Enter the information for Remote Configuration



 Field                              Description

 LocalIPAddress                      Local IP address to be used for the local network interface setup
                                    for connecting to the share containing the system configuration.
                                    The value can be DHCP if a DHCP server is to be used, or the IP
                                    address of the client system.

 SubnetMask                         Subnet mask for the network interface. The value can be DHCP
                                    if a DHCP server is to be used or the subnet mask of the client
                                    system.

 GatewayIP                          The gateway to be used to connect to the remote share. The
                                    value can be DHCP or IP address of the gateway. If no gateway
                                    is required, leave it blank.

 ServerIPAddress                    IP address of the server, which holds the network share
                                    configuration information

 Workgroup                          Workgroup or domain name for the server containing the network
                                    configuration




                                                                         Chapter 4. Restoration      57
Field                               Description

                ServerShare                         The server share name which holds the system configuration
                                                    information. The share name should be of the form:
                                                    <hostname><share_name>

                Username                            A username which has read access to the share containing
                                                    configuration information

                Password                            Password used by the user

                ConfigPath                          The path under the share where the configuration information is
                                                    stored. The patch should begin with a 

              Table 4-1 Description of the fields
              11.Select option 2. Select Configuration and press Enter.




              Figure 4-20 Select Configuration

              12.A list of configurations will be displayed. Select the correct configuration belonging to the
                 client system and press Enter.
              13.Select option 3. Exit to exit.
              14.Select option 1. Test Backup Device and press Enter. Do not press any other key at this
                 point to enter into the automatic configuration mode. CBMR will do a connection to the
                 ITSM Server. If the backup device test is successful, the monitor screen will have the
                 following messages in Figure 4-21.




58   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 4-21 Automatic configuration mode

15.Press any key to continue.
16.Select option 2. Automatic Recovery and press Enter.
17.Select option 1. Yes and press Enter to begin the automatic recovery of the client system.
   This will rebuild the partition table and reformat the hard disk before it begins the




                                                                   Chapter 4. Restoration   59
connection of the ITSM API client to the ITSM server to perform a restoration of the
                  Windows core OS.

                   Note: If the Test Backup Device result is not successfully, please do not perform any
                   system recovery. The Test Backup Device result must be successful as it performs a
                   test connection to the ITSM Server. Check for any errors on the TSM Server, ensure
                   that the system clients’ information is correct, and ensure the network is working.




              Figure 4-22 Enter Yes for automatic recovery

              18.On the completion of the restoration of the client system OS, the client system will reboot.
              19.When you log on to the system, the PC-BaX/DR wizard will prompt to convert the partition
                 and format information from Linux to Windows. Click Next to continue.




              Figure 4-23 Welcome screen

              20.Accept default setting, and click Yes to continue.




60   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 4-24 Accept default setting

        21.Click OK to reboot.The conversion of the partition and format will take place.
        22.The client system will boot up in Windows’ core OS. We will use the ITSM backup/archive
           client to restore the system data.



4.4 Restoration of system data using TSM backup/archive
client
        Here are the steps:
        1. Open the ITSM backup/archive GUI program. Select Restore if the BACKUP command was
           used to copy the client system data. Select Retrieve if the Archive command was used to
           copy the client system data.




        Figure 4-25 TSM backup/archive client GUI menu

        2. Select the client system files and directories to be restored. Click Restore.



                                                                            Chapter 4. Restoration   61
Figure 4-26 Select the client system files/directories to restore

              3. Click Original location to restore the backup files and directories to original path.




              Figure 4-27 Click Original location

              4. The restoration will proceed.




              Figure 4-28 Restoration in progress


62   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
5. Click Report for more details on the restoration process.




Figure 4-29 Detailed Restore Status Report

6. Once the restoration process is complete, click OK to exit.




Figure 4-30 Restoration process is complete

7. Exit the TSM backup/archive client, and reboot the client system.
8. Once the Windows OS is started, the system is restored to the point of the latest backup.




                                                                  Chapter 4. Restoration   63
4.5 Post BMR processing
              It is possible to start a script to perform a full restore process once the recovery of the
              Windows’ core operating system is complete. Edit the CBMR configuration file, CBM.INI,
              found under the CBMR program directory C:Program FilesCristieCristie BMR. Open the file
              with notepad.exe, search under the section [DR Options] for the following line:
                  ;PostDRCommand = "C:dbgpostdr.cmd"

              Uncomment the line, and replace it with the location of the TSM restore script:
                  PostDRCommand = “C:Program FilesCristieCristie BMRScriptstsmrestore.cmd”

                Important: After changing the file, it must be backed up by CBMR DR, so that the script
                can run for a complete system recovery on the next CBMR DR operation.




64   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
5


    Chapter 5.   Automate the system backup
                 using the ITSM scheduler
                 In this chapter, we will show you how to use the ITSM client scheduler to perform the system
                 backup.

                 For the ITSM client schedules, there are four key pieces of information:
                     The command that needs to be executed
                     When the command executes
                     How long the command takes to complete
                     How often the command needs to be repeated

                 The command to be run can be an incremental backup or a backup script, which should be
                 run every day at a particular time. In order to synchronize all schedules and have load
                 balancing on the ITSM server, an estimation of the duration of the schedules is required.

                 In the next few sections of this chapter, we show how to configure a backup job using the
                 ITSM client scheduler. We will also show the content of the backup scripts run by the TSM
                 scheduler:
                     Configure ITSM client scheduler services in the ITSM client
                     Configure ITSM client scheduler in the ITSM Server
                     CBMR/ITSM backup script




© Copyright IBM Corp. 2003. All rights reserved.                                                             65
5.1 Configure ITSM client scheduler service in the ITSM client
              1. Activate the ITSM GUI client by clicking the Windows Start button and selecting
                 Programs --> Tivoli Storage Manager --> Backup Archive GUI.
              2. From the main GUI window, select Utilities --> Setup Wizard.




              Figure 5-1 Select Setup Wizard

              3. Click Help me configure the TSM Client Scheduler




              Figure 5-2 TSM Client Configuration Wizard

              4. Select Install a new or additional scheduler and click Next to continue.




66   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-3 TSM Scheduler Wizard

5. Enter the name for the TSM scheduler and click Next to continue.




Figure 5-4 TSM Scheduler name and location

6. Specify the client option file that TSM should use, and click Next to continue.




Figure 5-5 Specify the option file name and location

7. Enter the TSM client node name and password.




                             Chapter 5. Automate the system backup using the ITSM scheduler   67
Figure 5-6 TSM authentication

              8. Select Automatically when Windows boots to have the scheduler service to start during
                 the Windows reboot.




              Figure 5-7 Service login options

              9. Specify the locations for the scheduler log and TSM client error log.




              Figure 5-8 Log file names and locations

              10.Select Yes to start the scheduler services upon the completion of the wizard.


68   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-9 Immediate start option

11.Click Finish to complete the ITSM client configuration wizard.




Figure 5-10 Click Finish to complete the TSM client configuration wizard

12.Click OK to exit if the scheduler service is successfully installed.




Figure 5-11 Click OK to exit

1. To check that the scheduler service is installed in the system, click the Windows Start
   button and select Programs --> Settings --> Control Panel --> Administrative Tools.
2. Click the Services. Locate the newly defined TSM scheduler service. It should be started.




                               Chapter 5. Automate the system backup using the ITSM scheduler   69
Figure 5-12 Windows services



5.2 Configure ITSM client scheduler in the TSM Server
              In this example, we will use TSM administrator command line to configure the ITSM client
              scheduler:
              1. In the TSM Server, click the Windows Start button and select Programs --> Tivoli
                 Storage Manager --> Admin Command Line.
              2. Issue the following command to create a client schedule:
                  define scheduler standard System_backup description="Backup OS and data using script"
                  action=command onjects="C:Progra~1CristieCristi~1Scriptssystembackup.cmd"
                  priority=5 startdate=07/03/2003 starttime="11:00:00

                   Note: If the directory folder name consists of two words, then replace the seventh
                   character (exclude blank space) and all following with the special ~ (tilde) character. As
                   in the example above, for example: C:Program filesCristieCristie BMRScripts
                   becomes C:Progra~1CristieCristi~1Scripts

              3. Define the client association with the schedule with the command:
                  define association standard system_backup cbres1
              4. To display the defined client scheduler, run the command:
                  query sched




70   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-13 To display client scheduler

5. To display the information about which client nodes are associated with one or more
   schedules, run the command:
   query association




Figure 5-14 To display client nodes association

6. To check that the ITSM client scheduler is working, open a DOS command prompt at the
   client system and run the following command:
   dsmc sched




Figure 5-15 dsmc sched command

To display the status of the scheduled events, run the TSM query event command.




                             Chapter 5. Automate the system backup using the ITSM scheduler   71
Figure 5-16 Query event command



5.3 CBMR/TSM backup script
              The backup script used in the ITSM scheduler is placed under C:Program filesCristieCristie
              BMRScripts. It is one of the directories being backed up by CBMR DR backup. The backup
              script name called by the ITSM scheduler is systembackup.cmd which performs the CBMR
              DR backup and backs up the system data using the ITSM backup command.




              Figure 5-17 C:Program filesCristieCristie BMRScriptstsmbackup.cmd

              We also make use of the ITSM client option file, dsm.opt to exclude some directories from
              being backed up by CBMR DR.




              Figure 5-18 TSM client option file dsm.opt


5.3.1 Creating CBMR backup and restore scripts
              The CBMR backup script DisRec.scp is generated by the CBMR DR module. This script
              backs up the core Windows files along with CBMR files and ITSM files. It can be generated
              using the following steps:
              1. Open the main PC-Bax main program, and select Disaster Recovery.


72   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-19 Select Disaster Recovery to perform a DR backup

2. Select Do a DR backup and the correct Storage device to use. Click Next to continue.




Figure 5-20 Select the correct storage device

3. Click Generate Backup and Restore scripts alone and click Next.




Figure 5-21 Click Generate Backup and Restore scripts alone

4. Both the scripts DisRec.scp and DisRest.scp are created under the directory C:Program
   FilesCristieCristie BMR. Click OK to exit.


                             Chapter 5. Automate the system backup using the ITSM scheduler   73
Figure 5-22 Both DisRec.scp and DisRest.scp are created




              Figure 5-23 Content of CBMR Backup script




74   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-24 Content of CBMR Restore script




                           Chapter 5. Automate the system backup using the ITSM scheduler   75
76   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Appendix A.    List of files backed up by CBMR
                 In this appendix, we show a list of the files backed up by CBMR for the Windows NT and
                 Windows 2000 environments.




© Copyright IBM Corp. 2003. All rights reserved.                                                          77
A.1 Windows NT4 (Workstation, Server, Enterprise with service
pack 4-6a)
              C:NTLDR

              C:NTDETECT.COM

              C:BOOT.INI

              C:NTBOOTDD.SYS (If present)

              C:BOOTSECT.DOS (If present)

              C:PROGRAM FILESCRISTIECristie BMR 04.01*.* (CBMR Installation folder with
              subdirectories)

              C:PROGRAM FILESTIVOLITSM*.* (TSM Client installation folder with subdirectories)

              C:WINNT*.* (Windows installation folder with subdirectories.)



A.2 Windows 2000 (Professional, Server, Advanced Server
standard installation or with service pack 1-3)
              C:NTLDR

              C:NTDETECT.COM

              C:BOOT.INI

              C:NTBOOTDD.SYS (If present)

              C:BOOTSECT.DOS (If present)

              C:DOCUMENT AND SETTINGS*.* (Include All Users and Default User and the
              subdirectories)

              C:DOKUMENTE UND EINSTELLUNGEN*.* (Present in a German 2000 installation)

              C:PROGRAM FILESCRISTIECristie BMR 04.01*.* (CBMR Installation folder with
              subdirectories)

              C:PROGRAM FILESTIVOLITSM*.* (TSM Client installation folder with subdirectories)




78   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Appendix B.    CBMR DR Boot and System
                 diskettes creation
                 In this appendix, we show you how to create the CBMR DR Boot and System diskettes.
                 These two floppy diskettes together with the CBMR DR Configuration diskette are used to
                 boot up the system into CBMR DR recovery console.




© Copyright IBM Corp. 2003. All rights reserved.                                                           79
B.1 Creating CBMR DR Boot and System diskettes
              Here are the steps:
              1. Load in the CBMR installation CD-ROM. If AutoPlay is enabled in your system, the CBMR
                 menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to
                 launch it manually. Select CREATE FLOPPIES.




              Figure 5-25 CBMR Installation Menu

              2. To create CBMR DR Boot Diskette, select DR Boot Disk and click Create.




              Figure 5-26 Select DR Boot Disk

              3. Insert a blank floppy diskette into the floppy drive and click OK.




              Figure 5-27 Click OK

              4. Once this is completed, label the floppy diskette DR Boot. Click OK to exit.




80   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Figure 5-28 DR boot diskette is successfully created

5. To create CBMR DR System Disk, select DR System Disk and click Create.




Figure 5-29 Select DR system Disk

6. Insert a blank floppy diskette into the floppy drive and click OK.

.




Figure 5-30 Click OK

7. Once this is completed, label the floppy diskette as DR System. Click OK to exit.




Figure 5-31 DR system diskette is successfully created




                                    Appendix B. CBMR DR Boot and System diskettes creation   81
82   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Appendix C.    CBMR log and error description
                 In this appendix, we explain the description of some log files in CBMR. We also list the CBMR
                 errors description.




© Copyright IBM Corp. 2003. All rights reserved.                                                            83
C.1 Description of CBMR log files
              To check the error logs on CBMR, access from PC-BaX main menu’s the Log Files.




              The error will be in the file with the format of XXX.Err. TSM errors also propagated to the error
              logs.

              Backup logs in the CBMR are located in the following directory:
                  C:Program FilesCristieCristie BMRLogfiles

              The log files are in the format XXXXX.log:
                  backup.log: Information related to backups
                  disrec.log: Information related to disaster recovery backup
                  Ofm.log: Information related to status of the open file module
                  restore.log: Information related to restore
                  verify.log: Information related to comparison of files on OS and TSM
                  compare.log: Information related to byte by byte comparisons of OS and TSM files

              Restore logs can be written to the floppy diskettes /logs directory:
                  disrec.log: Information related to Linux partitioning (before and after)
                  lirst.log: Information about Linux restore of files
                  lspci.log: lists the local PCI devices
                  messages.log: Information about Linux error messages
                  dsierror.log: TSM errors
                  scsi.log: Information about SCSI devices, network card, kernel IP routing table



C.2 CBMR error definitions
              The CBMR errors are grouped into several categories that identify the module that the error
              originated from. The following categories are currently defined:

              Table 5-1 Category of CBMR errors
                Category                                        Description
                BUS                                             Backup Software - Non-module specific

                BMS                                             Backup Manager Services

                MFS                                             Media Format Services

                FSS                                             File System Services


84   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Category                                         Description
 MLS                                              Media Library Services

 SSS                                              Scheduler Services

 SMS                                              Storage Management Services

1. Category --- BUS (Backup Software - Non-module specific)
   BUS0001 -- General Error
   BUS0002 -- Unable to open file
   BUS0003 --- Unable to read file
   BUS0004 --- Unable to write file
   BUS0005 --- Memory allocation failure
   BUS0006 --- Invalid service module
   BUS0007 --- Service module not loaded
   BUS0008 --- Unable to load Backup Manager
   BUS0009 --- Unable to create Backup Folder
   BUS0010 --- Unable to create program object in backup folder
   BUS0011 --- Illegal request to remove NULL item from list
   BUS0012 --- File specifications must start from the root
   BUS0013 --- Invalid file specification in script
   BUS0014 --- DLL has already been loaded
   BUS0015 --- Cannot free a DLL that has not been loaded
   BUS0016 --- Operation has been aborted by the user
   BUS0017 --- Invalid Storage Device structure
   BUS0018 --- Invalid Storage Device name
   BUS0019 --- Invalid List Handle
   BUS0020 --- List is Read-Only
   BUS0021 --- List is empty
   BUS0022 --- Invalid Syntax specified on command line
   BUS0023 --- The maximum data size has been reached
   BUS0024 --- No script mode has been specified
   BUS0025 --- The Backup Manager has not been loaded
   BUS0026 --- Duplicate storage device name
   BUS0027 --- The requested operation is only allowed on a Robotics device
   BUS0028 --- The requested operation is only allowed on a Cascaded device
   BUS0029 --- Parameter error
   BUS0030 --- The requested operation is only allowed on a Library device
   BUS0031 --- There is at least one missing media in the library slots
   BUS0032 --- There are no elements/slots configured for this library device
   BUS0033 --- There are no drives configured for this robotics device


                                                 Appendix C. CBMR log and error description   85
BUS0034 --- The end of media reached on the last element/slot in the library
                  BUS0035 --- The name contains one or more reserved characters


              2. Category --- BMS (Backup Manager Services)
                  BMS0001 --- General failure
                  BMS0002 --- Unable to read script file
                  BMS0003 --- Script file contains an invalid entry
                  BMS0004 --- Script file - missing = character
                  BMS0005 --- No files were found to process
                  BMS0006 --- No (valid) storage device has been specified
                  BMS0007 --- Application error - invalid INI file operation requested
                  BMS0008 --- No name was specified for the script
                  BMS0009 --- Unable to create script file
                  BMS0010 --- Device is not an autochanger
                  BMS0011 --- Autochanger does not have a cartridge fitted
                  BMS0012 --- Invalid SDS category in device specification
                  BMS0013 --- Missing option in storage device specification
                  BMS0014 --- Incorrect Volume in storage device
                  BMS0015 --- Unable to write log file
                  BMS0016 --- Cleaning cycle failed
                  BMS0017 --- Cleaning cycle has been run
                  BMS0018 --- Invalid File specification in script
                  BMS0019 --- Missing date delimiter
                  BMS0020 --- Invalid date in script
                  BMS0021 --- Invalid month in date
                  BMS0022 --- Invalid Day in script
                  BMS0023 --- Device is not available
                  BMS0024 --- Invalid Volume Handle
                  BMS0025 --- Memory Allocation failure
                  BMS0026 --- Unable to open log file
                  BMS0027 --- Unable to access drive
                  BMS0028 --- Invalid Media Library Operation
                  BMS0029 --- The Media Library Services module is not available
                  BMS0030 --- The Backup Manager is already open
                  BMS0031 --- The Backup Manager has not been opened
                  BMS0032 --- Invalid Object Type
                  BMS0033 --- Invalid List Handle
                  BMS0034 --- Request to free list not allocated by the Backup Manager
                  BMS0035 --- Request to free list not allocated by the Backup Manager


86   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
BMS0036 --- Unable to delete specified object
   BMS0037 --- The specified scheduler job is invalid
   BMS0038 --- The specified scheduler job is not running
   BMS0039 --- Unable to attach to specified scheduler job
   BMS0040 --- The specified scheduler job has terminated
   BMS0041 --- The specified scheduler job is already attached
   BMS0042 --- The specified scheduler job has not been attached
   BMS0043 --- The specified scheduler job has been detached
   BMS0044 --- Script name is invalid
   BMS0045 --- Unable to open user info file
   BMS0046 --- User info file has incomplete entry
   BMS0047 --- Unable to add network connection
   BMS0048 --- Invalid object type
   BMS0049 --- Logon failure
   BMS0050 --- Invalid use of NULL as parameter
   BMS0051 --- Incorrect Operating system for this version
   BMS0052 --- Unknown property specified
   BMS0053 --- This function is not available in this version
   BMS0054 --- Operation aborted by user
   BMS0055 --- The trial period for this product has expired
   BMS0056 --- This product is not installed correctly or it has been tampered with. Please
   reinstall


3. Category --- MFS (Media Format Services)
   MFS0001 --- General Error
   MFS0002 --- Invalid structure on media
   MFS0003 --- Dataset not found
   MFS0004 --- Invalid media position requested
   MFS0005 --- File mark reached
   MFS0006 --- Memory allocation failure
   MFS0007 --- Missing storage device option
   MFS0008 --- Data compression failure
   MFS0009 --- Invalid/missing Dataset password
   MFS0010 --- Invalid/missing Media Header password
   MFS0011 --- No more datasets exist
   MFS0012 --- Invalid Media Header
   MFS0013 --- Invalid Dataset Header
   MFS0014 --- Operation aborted by user
   MFS0015 --- Incorrect media name


                                                Appendix C. CBMR log and error description   87
MFS0016 --- Missing Filemark
                  MFS0017 --- Invalid Backup Manager Request
                  MFS0018 --- Unable to access application Queue
                  MFS0019 --- Unable to access I/O Queue
                  MFS0020 --- Unable to read application Queue
                  MFS0021 --- Unable to write Application Queue
                  MFS0022 --- Unable to write I/O Queue
                  MFS0023 --- Unable to read I/O Queue
                  MFS0024 --- I/O operation has stopped
                  MFS0025 --- Media Info Buffer is too small for Library Info
                  MFS0026 --- Dataset Info Buffer is too small for Library Info
                  MFS0027 --- This volume does not contain a valid media header
                  MFS0028 --- Media is write protected
                  MFS0029 --- The block size is too large - maximum is 64k
                  MFS0030 --- There is no storage device selected
                  MFS0031 --- Bad File Header
                  MFS0032 --- This media contains an older format backup.
                  MFS0033 --- This media contains a newer format backup.


              4. Category --- FSS (File System Services)
                  FSS0001 --- Unable to open file
                  FSS0002 --- Unable to get file/directory Info
                  FSS0003 --- Unable to get Extended Attribute Info
                  FSS0004 --- Unable to get Access Control List Info
                  FSS0005 --- File Read Error
                  FSS0006 --- File Write Error
                  FSS0007 --- Unable to select directory
                  FSS0008 --- Unable to create directory
                  FSS0009 --- Compare failed
                  FSS0010 --- File skipped
                  FSS0011 --- File sizes are different
                  FSS0012 --- File not found
                  FSS0013 --- Operation aborted by user
                  FSS0014 --- Unknown support module
                  FSS0015 --- Path not found
                  FSS0016 --- Unable to set file/directory Info
                  FSS0017 --- Unable to set Extended Attribute Data
                  FSS0018 --- Unable to set Access Control List (ACL)
                  FSS0019 --- System File - File ignored


88   IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704
Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704

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Ibm tivoli storage manager bare machine recovery for windows with cristie bmr redp3704

  • 1. Front cover IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR dows Use Cristie BMR with ITSM, to protect your Windows environment Learn how to configure your system for recovery Secure your server environment Barry Kadleck David McFarlane Pracha Pechsuksan Wah Han Tan ibm.com/redbooks Redpaper
  • 3. International Technical Support Organization IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR October 2003
  • 4. Note: Before using this information and the product it supports, read the information in “Notices” on page 7. First Edition (October 2003) This edition applies to Version IBM Tivoli Storage Manager Version 5.2 and above. © Copyright International Business Machines Corporation 2003. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
  • 5. Contents Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 1.1 Cristie Bare Machine Recovery overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.2 IBM Tivoli Storage Manager overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 1.3 CBMR with ITSM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 1.4 An overview on how Bare Machine Recovery is done . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Chapter 2. CBMR/ITSM installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 2.1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.2 CBMR/ITSM setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.3 ITSM Client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 2.3.1 ITSM Client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2.4 CBMR installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2.5 CBMR storage device configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 2.6 CBMR Disaster Recovery system configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 2.6.1 Creating the CBMR DR floppy diskette configuration . . . . . . . . . . . . . . . . . . . . . . 27 2.6.2 Creating the CBMR network share configuration . . . . . . . . . . . . . . . . . . . . . . . . . 32 Chapter 3. CBMR/ITSM backup operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 3.1 Performing Windows OS backup using CBMR DR module . . . . . . . . . . . . . . . . . . . . . 40 3.2 Performing system data backup using ITSM client . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Chapter 4. Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration) . . . . 48 4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette . . . . . . . . . . 51 4.3 Restoration using CBMR CD-ROM with network share configuration . . . . . . . . . . . . . 55 4.4 Restoration of system data using TSM backup/archive client. . . . . . . . . . . . . . . . . . . . 61 4.5 Post BMR processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Chapter 5. Automate the system backup using the ITSM scheduler . . . . . . . . . . . . . . 65 5.1 Configure ITSM client scheduler service in the ITSM client . . . . . . . . . . . . . . . . . . . . . 66 5.2 Configure ITSM client scheduler in the TSM Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 5.3 CBMR/TSM backup script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 5.3.1 Creating CBMR backup and restore scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Appendix A. List of files backed up by CBMR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a) . . . . . . . . . . . 78 A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with service pack 1-3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Appendix B. CBMR DR Boot and System diskettes creation . . . . . . . . . . . . . . . . . . . . 79 B.1 Creating CBMR DR Boot and System diskettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 © Copyright IBM Corp. 2003. All rights reserved. 5
  • 6. Appendix C. CBMR log and error description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 C.1 Description of CBMR log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 C.2 CBMR error definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 6 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 7. Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A. The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to IBM's application programming interfaces. © Copyright IBM Corp. 2003. All rights reserved. 7
  • 8. Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: pSeries® IBM® Redbooks(logo) ™ AIX® Redbooks™ IBM ™ GDPS® SP2® HACMP/6000™ Tivoli® The following terms are trademarks of other companies: ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product, and service names may be trademarks or service marks of others. 8 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 9. Preface This Redpaper will help you install, tailor and configure Cristie BMR with IBM® Tivoli® Storage Manager (ITSM) to protect your systems from catastrophic failures. The team that wrote this Redpaper This Redpaper was produced by a team of specialists from around the world working at the International Technical Support Organization, San Jose Center. Barry Kadleck is responsible for tape and Tivoli Storage projects at the International Technical Support Organization, San Jose. He has a degree in Electronic Engineering and joined IBM U.K. in 1985. He has been working with storage software and hardware for the last 10 years. Before joining the ITSO in 2001, Barry worked at the Product Introduction Consultancy, Hursley, U.K. as a Program Manager, introducing new Tivoli Storage products into Europe. David McFarlane is a Technical Solutions Architect in Australia. He has 19 years of experience in the I/T industry. His areas of expertise include storage management, VTS, and z/series solutions. He has participated in two other ITSO residencies: IBM TotalStorage Virtual Tape server: Planning, Implementing and Monitoring, SG24-2229-04, and produced course materials for “GDPS®, XRC, PPRC,VTS Peer to Peer.” Pracha Pechsuksan is a I/T Specialist in Thailand. He has six years of experience in AIX® field and two years of experience in TSM field. He has worked at IBM for 12 years. His areas of expertise include AIX, TSM, SP2®, and HACMP/6000™. Wah Han Tan is a IT Specialist with the pSeries® services team in Singapore. He has worked at IBM Singapore for seven years. His areas of expertise include AIX, TSM, SP2, and HACMP/6000. Become a published author Join us for a two- to six-week residency program! Help write an IBM Redbook dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You'll team with IBM technical professionals, Business Partners and/or customers. Your efforts will help increase product acceptance and customer satisfaction. As a bonus, you'll develop a network of contacts in IBM development labs, and increase your productivity and marketability. Find out more about the residency program, browse the residency index, and apply online at: ibm.com/redbooks/residencies.html Comments welcome Your comments are important to us! © Copyright IBM Corp. 2003. All rights reserved. 9
  • 10. We want our papers to be as helpful as possible. Send us your comments about this Redpaper or other Redbooks™ in one of the following ways: Use the online Contact us review redbook form found at: ibm.com/redbooks Send your comments in an Internet note to: redbook@us.ibm.com Mail your comments to: IBM Corporation, International Technical Support Organization Dept. QXXE Building 80-E2 650 Harry Road San Jose, California 95120-6099 10 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 11. Chapter 1. Introduction The objective of this redbook is to provide materials describing how to perform a Bare Machine Recovery using Cristie Bare Machine Recovery (CBMR) version 4.0.2 and IBM Tivoli Storage Manager (ITSM) version 5.2. In this chapter, we discuss the following sections: Cristie Bare Machine Recovery Overview IBM Tivoli Storage Manager Overview CBMR with ITSM An overview on how Bare Machine Recovery is done We assume readers will have a basic knowledge of the Microsoft Windows operating system, Cristie Bare Machine Recovery, and IBM Tivoli Storage Manager. Readers can access the following Web sites for further information: http://www.cristie.com http://www.microsoft.com http://www.tivoli.com © Copyright IBM Corp. 2003. All rights reserved. 1
  • 12. 1.1 Cristie Bare Machine Recovery overview Cristie Bare Machine Recovery (CBMR) is a powerful and flexible backup and disaster recovery software suite. This, integrated with IBM Tivoli Storage Manager (ITSM), provides a Bare Machine Recovery (BMR) solution for all users of Windows 9X, ME, NT, 2000, and XP. The components of CBMR are: PC-BaX - A backup and recovery module to backup system files DRM - Disaster Recovery Module that stores machine configuration data and recovers a crashed system using a minimal Linux operating system OFM - Open File Module that allows open files to be backed up Tivoli Storage Manager (TSM) support module - Allows back up of TSM client to TSM servers. CBMR is a comprehensive Microsoft Windows operating system (OS) backup, restore, and reinstallation tool. It is a file by file backup of the operating system (not a system image backup). It back ups and automatically restores the operating system structures necessary to rebuild the operating system, as well as data files if required. Figure 1-1 PC-BaX Backup and Recovery Software 1.2 IBM Tivoli Storage Manager overview IBM Tivoli Storage Manager and its complementary products provide a comprehensive solution focused on the key data protection activities of backup, archive, recovery, space management, and disaster planning. Tivoli Storage Manager enables high availability of business applications by providing superior data protection and unique technology to significantly improve performance and resource utilization. Additionally, optional application modules for mail, databases, application servers, Enterprise Resource Planning (ERP), and 2 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 13. hardware provide higher levels of application and hardware integration with the data protection process. The base functions provided by IBM Tivoli Storage Manager include: Backup and Restore: The backup process creates a copy of the file or application data that can be recovered if the original data is lost or destroyed. Unlike other backup applications, Tivoli Storage Manager implements a progressive backup methodology to move data quickly and reliably. Using progressive backup, the number of file versions maintained by Tivoli Storage Manager and the length of time they are retained can be specified by the storage administrator. Backups can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The restore process transfers a backup data copy from the Tivoli Storage Manager server-managed storage onto a designated machine. Archive and Retrieval: The archive process creates a copy of a file or a set of files, and stores it as a unique object for a specified period of time. This function is useful for maintaining copies of vital records for historical purposes. Like the backup process, the archive process can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The retrieval process transfers the archival data copy onto a designated machine. Instant Archive and Rapid Recovery: IBM Tivoli Storage Manager allows for the creation of a complete set of client files, called a backup set, on the Tivoli Storage Manager server system using the most recent backup versions stored by the server. In a process called Instant Archive, a backup set is used to retain a snapshot of a client file system for a designated period of time. The Rapid Recovery process allows you to copy backup sets onto portable media for LAN-free recovery of a client system. 1.3 CBMR with ITSM The functionality of both products will enable customers to recover the core Windows operating system to a new disk drive using floppy diskette and a disaster recovery backup stored in the ITSM Server. The backup of the operating system comprises the files contained in the Windows operating system folder together with the TSM client files and the CBMR files. These are backed up as a few files within the ITSM filespace, and kept up to date either on an ad hoc basis, or by using the scheduler incorporated within CBMR. The configuration files contain key static information about the hard disk drive, boot sectors, and partitions, and this is stored either on a network share or on a floppy diskette (one for each computer). The boot files are contained on the supplied bootable CD-ROM, or can be created on floppies by running a utility in CBMR. A Bare Machine Recovery is performed by booting from the supplied CD-ROM or created floppy diskette, and running the CBMR recovery program. This program loads a shell operating system, the drivers required to access the network, and the ITSM Application Program Interface (API) client. The Windows operating system is then recovered to the most recent point in time backup and the system rebooted in Windows mode. The system data is then restored by ITSM backup/archive client. Chapter 1. Introduction 3
  • 14. Figure 1-2 CBMR and ITSM combined architecture 1.4 An overview on how Bare Machine Recovery is done Here are the steps: 1. Boot the system either from CBMR installation CD-ROM or CBMR Disaster Recovery (DR) floppy diskette into Linux operating system. 2. Load the drivers required to access the network and the ITSM API client with either the CBMR DR floppy configuration diskette or network share configuration. 3. Perform an Automatic Recovery, which does the following: – Partitions whole system (does not respect partitions) – Format – boot and system partition – Restore – CBMR, Windows and ITSM folders – Make system bootable – restores 1st sector of master boot record 4. Reboot into Windows mode, with which the DR wizard does the following: – Formats the data partition to fat16 or fat32 – Converts fat16 and fat32 to NTFS then reboots 5. Restore the system to most recent state using ITSM backup/archive client. 4 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 15. 2 Chapter 2. CBMR/ITSM installation In this chapter, we show the following sections: System requirements CBMR/ITSM setup ITSM client installation ITSM client configuration CBMR installation CBMR storage device configuration CBMR Disaster Recovery system We assume readers have a ITSM server configured and running. We will not show the installation and configuration of the ITSM server. The Bare Machine Recovery of the ITSM Server itself, and the recovery of the ITSM database are not discussed in this book. © Copyright IBM Corp. 2003. All rights reserved. 5
  • 16. 2.1 System requirements Supported Windows platforms Windows NT4 SP6 or higher Windows 2000 Professional, Server, Advanced Server, and Cluster Server Windows Terminal Server Windows XP Home and Professional ITSM requirements ITSM 4.2, ITSM 5.1, 5.2 Must have the ITSM client API runtime files installed Hardware support Supports all Intel based processors and most motherboards There is a wide and ever increasing range of network adapters, Fibre Channel HBAs, and RAID controllers, which are supported and available on the Cristie Web site: http://www.cristie.co.uk/uk/uk_html/disrec/index.html Firewall requirement If there is a firewall between the file server and the client node where CBMR is running, port 139 must be open. CBMR limitations There are some limitations that we need to take note of. Some or all of these limitations may be removed in future CBMR releases: CMBR does not support systems installed on Windows Dynamic Disk volumes. CBMR and ITSM client both should be installed on the Windows partition. Automatic ITSM node password reset by ITSM server is not supported. ITSM API Client version 4.2.1.32 or above is required. 2.2 CBMR/ITSM setup In our CBMR/ITSM setup, we configure the ITSM Server to use the disk storage pool to store the CBMR/ITSM client system OS backup. We will back up the client system OS and data to the ITSM Server using both the ITSM API and ITSM backup/archive client. In the CBMR network share configuration example, the ITSM Server will export a network share directory, DR_DIR to the client systems. All CBMR/ITSM client systems will back up the system information to the network share directory. The client systems in this example were installed with the following software versions: ITSM Server Windows 2000 SP3 ITSM Server version 5.2 Workstation Windows 2000 SP3 ITSM Client version 5.2 CBMR version 4.0.2 6 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 17. Figure 2-1 CBMR /TSM setup example 2.3 ITSM Client installation Here are the steps: 1. Install the ITSM client by using the ITSM client Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click TSMCLI.exe in the CD-ROM to launch it manually. 2. Select the location for the installation directory, and click Next to continue. Chapter 2. CBMR/ITSM installation 7
  • 18. Figure 2-2 Select the location to save files 3. Select the Setup language for the installation and click OK. Figure 2-3 Select the Setup language 4. Click Next to continue. Figure 2-4 Click Next to continue 5. Select the destination folder and click Next to continue. 8 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 19. Figure 2-5 Select the Destination Folder 6. In this Setup Type screen, select Custom to install some of the ITSM Client additional program features: – Administrative Client Command Line Files to connect to the ITSM Server to perform administrative ITSM commands – Open File Support - allow Open File backup 7. Click Next to continue: Figure 2-6 Select Custom to install ITSM Client additional program features Note: In the typical setup, both ITSM backup/archive and API programs install automatically. To install only the ITSM API, choose Custom setup from the Setup Type selection screen, and deselect the Backup-Archive Client files. Chapter 2. CBMR/ITSM installation 9
  • 20. Figure 2-7 Select additional ITSM Client features 8. Click Install to start the ITSM Client installation. Figure 2-8 Click Install to begin the ITSM Client installation 9. Once the ITSM Client installation is complete, we have to configure the environment variables in the Windows to make it more convenient to use the command line. 10.We need to set the following environment variables in the Windows: – PATH: This is the default search path the operating system uses to locate executable files. Set this to include the fully qualified paths of the client installation directories, for example, SET PATH=%PATH%;C:Program Files Tivoli TSM baclient. – DSM_CONFIG: Set this environment variable to the fully qualified path and filename of the client options file, for example, DSM_CONFIG=C:Program Files Tivoli TSM baclient dsm.opt. – DSM_DIR: Set this environment variable to the directory where the client message file dsc*.txt is located, for example, DSM_DIR=C:Program Files Tivoli TSM baclient. – DSM_LOG: Set this environment variable to the fully qualified path where you want the error log files to reside, for example, DSM_LOG=C:Program Files Tivoli TSM baclientlog. 10 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 21. 11.Reboot the system. We have completed the ITSM Client installation, we will proceed to the next section to configure the ITSM Client. 2.3.1 ITSM Client configuration CBMR backup the Windows operating system (OS) to the ITSM Server through the ITSM API client. If we are going to use the ITSM backup/archive client to backup the system data, we need to register two different ITSM clients within the same system, namely the ITSM API client for the CBMR OS backup, and the ITSM backup/archive client for the system data backup. CBMR will not work with ITSM using the same ITSM client. 1. Register two new nodes from the ITSM Server Web administration console. The first node will be the ITSM API client. Ensure the following settings are set for this ITSM API client: – Archive Delete Allowed YES – Backup Delete Allowed YES – Client Compression setting CLIENT – Force password reset NO – Node Type CLIENT Note: At the current CBMR version release, CBMR does not support multiple versions of backups. In the ITSM policy setting, it is recommended to create one backup version and a nil deleted version (verexists=1 verdeleted=0) for the ITSM API clients. To maintain multiple versions of the CBMR backup, create different CBMR devices targeted with different filespaces. Chapter 2. CBMR/ITSM installation 11
  • 22. Figure 2-9 Register a new node Note: In regards to passwords, consider the following: 1. Automatic password generation for the ITSM API client to be use with CBMR is not supported. 2. If a password expiration period for a CBMR/TSM API client node is used, the password has to be set in PC_BaX every time it expires. 3. Next, register the ITSM backup/archive client from the ITSM Server Web administration console. Now, we have both the ITSM backup/archive client and ITSM API client registered in the ITSM Server. 12 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 23. Figure 2-10 TSM nodes information 4. We have to configure the ITSM backup/archive client. Click Backup-Archive GUI from the Window Programs. A ITSM Client Configuration Wizard will appear on the screen for first time activation. Select the necessary client components and click Next to continue. Figure 2-11 TSM Client Configuration Wizard 5. Select Create a new option file and click Next to continue. Chapter 2. CBMR/ITSM installation 13
  • 24. Figure 2-12 Create a new option file 6. Enter the ITSM backup/archive Client name and click Next to continue. Figure 2-13 Enter the ITSM Backup/Archive client name 7. Select TCP/IP as the communication method and click Next to continue. 14 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 25. Figure 2-14 Select TCP/IP as the communication method 8. Enter the ITSM Server IP address and click Next to continue. Figure 2-15 Enter ITSM Server IP address 9. Click Next to continue. Chapter 2. CBMR/ITSM installation 15
  • 26. Figure 2-16 Domain and include/exclude lists 10.Click Finish to begin the ITSM backup/archive client configuration. Figure 2-17 Click Finish to complete the ITSM client configuration 11.Enter the ITSM backup/archive client password. Figure 2-18 Enter ITSM backup/archive password 12.If we successfully log in, we will be able to access the ITSM backup/archive client GUI menu. Now, the ITSM backup/archive client configuration is complete. 16 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 27. Figure 2-19 ITSM backup/archive client GUI menu Note: Automatic password generation for the ITSM backup/archive client is allowed. 2.4 CBMR installation Here are the steps: 1. Install CBMR by using the CBMR installation CD-ROM. If AutoPlay in your system is enabled, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. In our testing we were limited to the CBMR trial version. Chapter 2. CBMR/ITSM installation 17
  • 28. Figure 2-20 CBMR Installation Menu 2. Click INSTALL CBMR, select English and click Next to continue. . Figure 2-21 Select English 3. Click Next to continue. 18 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 29. Figure 2-22 Click Next to continue 4. Select I accept the term of the license agreement and click Next to continue. Figure 2-23 License Agreement 5. Enter the customer information and click Next to continue. Chapter 2. CBMR/ITSM installation 19
  • 30. Figure 2-24 Enter the customer Information 6. Select Complete and click Next to continue. Figure 2-25 Select Complete Note: Tivoli Storage Manager (TSM) Support Module will select automatically if the ITSM API client is already installed. If the ITSM API client is not install, install the ITSM API client, and select TSM Support Module under the Custom option. Both ITSM backup/archive and API client are installed together by ITSM default mode. 7. Leave both entries blank to run in Local System account and click Next to continue. 20 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 31. Figure 2-26 Leave both entries blank for Local System account 8. Click Yes to start CBMR Scheduler services automatically and click Next to continue. Figure 2-27 Click Yes to start CBMR Scheduler services automatically 9. Accept the default Program Folder name and click Next to continue. Chapter 2. CBMR/ITSM installation 21
  • 32. Figure 2-28 Accept the default Program Folder name 10.Click Install to complete the CBMR installation. Figure 2-29 Click Install to complete CBMR installation 11.Click Finish to reboot the system to complete the CBMR installation. 22 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 33. Figure 2-30 Reboot the system after the CBMR installation is complete 2.5 CBMR storage device configuration Here are the steps: 1. When CBMR PC-BaX program is opened for the first time, PC-BaX will ask to scan for new devices. Click No to scan for new devices. Figure 2-31 Click No to configure ITSM device 2. To configure a ITSM device, click Storage Device. Figure 2-32 Click Storage Device to configure a ITSM device Chapter 2. CBMR/ITSM installation 23
  • 34. 3. Click NEW to create an ITSM device. Figure 2-33 Click NEW to create an ITSM device Note: Use different filespaces under the same node to maintain different active backup sets. It is also possible to use one node for all the system’s backups and each of the system’s data can be stored under a different filespace. However, if the node is deleted, all system’s backup data will be lost. 4. Select ITSM Device and click Next to continue. Figure 2-34 PC-BaX New Storage Device Wizard 5. Enter the client information for the PC-BaX to access to the ITSM Server. Click Create to create the ITSM device. See Table 2-1 for the description of the fields. 24 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 35. Figure 2-35 Enter the required informations Table 2-1 Description for the Field entry Field Description Name The friendly name of the device. Any valid character sequence up to 79 characters is acceptable. The name should be unique and you cannot specify the name of an existing device. Communication method The method of communication to use. The possible selections are: TCPIP - to use TCP/IP IPXSPX - to use IPX/SPX NETBIOS - to use NetBIOS NAMEDPIPE - to use Named Pipes Server address The host name of the ITSM server or the IP address in dotted decimal form.If DNS address are use, please make sure the DNS is working and have enter the correct DNS settings under the network protocol Port The TCP port at which the ITSM server is listening for client requests. Nodename Enter the node name which must have been created earlier Node Password Enter the node password, if any. Leave it blank for no password Filespace Name Enter the name of the filespace which should start with /. If this doesn't exist before, it will be registered. 6. Click OK to return to the Storage Device wizard screen. Figure 2-36 Click OK 7. Click Finish to end the creation of the Storage Device. Chapter 2. CBMR/ITSM installation 25
  • 36. Figure 2-37 Click Finish to end the creation of the Storage Device 8. Now, the new ITSM device information will be stored in an “ini” file named DevicesDevices.ini in the CBMR Program folder Figure 2-38 Device.ini file 26 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 37. 2.6 CBMR Disaster Recovery system configuration CBMR stores the unique system configuration in a file named DISREC.INI. This is an important file which contains system configuration information such as the number of hard disks, partitions, Windows system directory, CBMR and ITSM installation directory, etc. There is another important file named modules.lst which holds SCSI, RAID and network adapter information. If the system has more than 2 RAID, 2 SCSI or 2 network devices, the information must be manually updated in this file. The disaster recovery configuration can be stored either on a Disaster Recovery Configuration floppy diskette or on a network share. Network share option will be very useful, if there is a large number of systems running CBMR in your environment. The disaster recovery configuration needs to be updated after a hardware and/or software change: Add or remove disks to the system Change partition sizes or create new or delete one Format a partition to a different file system Reinstall CBMR or ITSM or change the ITSM client/password/filespace information Change network/SCSI/RAID adapters We will show how to create the floppy diskette configuration and network share configuration. 2.6.1 Creating the CBMR DR floppy diskette configuration Here are the steps: 1. Prepared a blank formatted 1.44 MB floppy diskette. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES. Figure 2-39 Click CREATE FLOPPIES Chapter 2. CBMR/ITSM installation 27
  • 38. 2. In the drop down list, select DR Configuration Disk/Share, and click Create. Figure 2-40 Select DR Configuration Disk/Share 3. Select Copy Configuration information to floppy, and click OK to continue. Figure 2-41 Select Copy Configuration information to floppy 4. Insert a blank 1.44 MB floppy diskette into the Drive A and click OK. Figure 2-42 Insert a blank floppy diskette into Drive A and click OK 5. Once this is completed, labelled the floppy diskette as DR Configuration. Click OK. Figure 2-43 Click OK Now, the newly created floppy diskette contains the basic CBMR information. We will need to update this floppy diskette with system specific information. 6. Select Disaster Recovery from the PC-BaX main program 28 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 39. Figure 2-44 Click disaster recovery 7. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue. Figure 2-45 Select the correct storage device 8. Select for the correct floppy drive and click Next to continue. Figure 2-46 Select the correct Floppy Drive and click Next to continue Chapter 2. CBMR/ITSM installation 29
  • 40. 9. Select Tivoli Storage Manager (TSM) and click Next to continue. Figure 2-47 Select Tivoli Storage Manager as the correct device type 10.Enter the TSM Server information: – communication protocol (normally TCP) – Either the TSM Server hostname or TSM Server IP address – TCP port (normally 1500) Click Next to continue. Figure 2-48 Enter the ITSM Server information 11.Select the correct RAID/SCSI and Network adapters.The drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue. 30 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 41. Figure 2-49 Select the correct adapter drivers 12.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue. Figure 2-50 Enter the IP informations 13.Click Finish to update the configuration information to the floppy diskette. Chapter 2. CBMR/ITSM installation 31
  • 42. Figure 2-51 Click Finish to update he configuration information to the floppy diskette The following files is create in the floppy diskette: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. The system’s configuration information is stored into the floppy diskette.We are ready to proceed to the next chapter to do the backup. 2.6.2 Creating the CBMR network share configuration Here are the steps: 1. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES. 32 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 43. Figure 2-52 Click CREATE FLOPPIES 2. In the drop down list, select DR Configuration Disk/Share, and click Create. Figure 2-53 Select DR Configuration Disk/Share 3. Select Copy Configuration information to network, enter the path of the share directory. Click OK to copy the configuration information to the share directory. Figure 2-54 Enter the path of the share directory 4. The configuration information is copied to the share directory. This contains the basic CBMR information. Click OK to exit. We will update this information with system specific information. Chapter 2. CBMR/ITSM installation 33
  • 44. Figure 2-55 CBMR configuration information is successfully copied to the share directory 5. Select Disaster Recovery from the PC-BaX main program Figure 2-56 Click Disaster Recovery 6. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue. Figure 2-57 Select the correct storage device 7. Select Network and specify the share directory information. Click Next to continue. 34 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 45. Figure 2-58 Specify the share directory information Note: If a floppy configuration diskette is created, select Update Floppy Disk to update the system information to the floppy configuration diskette. This will ensure system latest information is copy to the network share and floppy diskette. 8. Select Tivoli Storage Manager (TSM) and click Next to continue. Figure 2-59 Select Tivoli Storage Manager as the correct device type 9. Enter the ITSM Server information: – Communication protocol (normally TCP) – Either the ITSM Server hostname or ITSM Server IP address – TCP port (normally 1500) Click Next to continue. Chapter 2. CBMR/ITSM installation 35
  • 46. Figure 2-60 Enter the ITSM Server information 10.Select the correct RAID/SCSI and Network adapters. The drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue. Figure 2-61 Select the correct adapter drivers 11.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue. 36 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 47. Figure 2-62 Enter the IP informations 12.Click Finish to update the configuration information to the network share directory. Figure 2-63 Click Finish to update he configuration information to the share directory 13.A directory folder is created with the backup system hostname. Inside the folder are the following files: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. We are ready to proceed to the next chapter to do the backup. Chapter 2. CBMR/ITSM installation 37
  • 48. Figure 2-64 A folder is create with the backup system hostname 38 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 49. 3 Chapter 3. CBMR/ITSM backup operations This chapter will show the following sections: Performing an Windows OS backup using CBMR DR module Performing system data backup using ITSM client © Copyright IBM Corp. 2003. All rights reserved. 39
  • 50. 3.1 Performing Windows OS backup using CBMR DR module Here are the steps: 1. Open the main PC-Bax main program, and select Disaster Recovery. Figure 3-1 Select Disaster Recovery to perform a DR backup 2. Select Do a DR backup and the correct Storage device to use. Click Next to continue. Figure 3-2 Select the correct storage device 3. By selecting the default mode, CBMR DR will back up necessary files needed to restore the system Windows OS. CBMR DR will not restore all other information even if all drives are selected and backed up. We will back up the system data using ITSM backup/archive client. Please refer to Appendix A, “List of files backed up by CBMR” on page 77 for a list of files backed up by CBMR. 40 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 51. . Figure 3-3 Select the default backup mode 4. Now, the CBMR DR will back up the Windows OS files to the ITSM Server through the ITSM API function. Figure 3-4 Backup Status 5. A ITSM API client session will connect to the ITSM Server. Figure 3-5 CBMR access the ITSM Server through the TSM API client Chapter 3. CBMR/ITSM backup operations 41
  • 52. 6. CBMR DR will perform an automatic verify after the backup process is complete. Figure 3-6 Automatic verify for backup 7. After the automatic verify of the backup is complete, click OK to exit. Figure 3-7 Automatic verify is complete 8. If there are any backup errors, go to the PC-BaX main window and select Log Files. View the log files for any detailed messages. Figure 3-8 View the log files for error messages 42 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 53. We have finished the Windows OS backup. Proceed to the next section for data backup. 3.2 Performing system data backup using ITSM client Here are the steps: 1. Open the ITSM backup/archive GUI program. Select BACKUP or ARCHIVE to perform the data backup. In this demonstration, we use the ITSM backup/archive client backup function to back up the system data. Figure 3-9 TSM backup/archive client GUI menu 2. We back up those files/directories that are not backed up by CBMR. Please refer to Appendix A, “List of files backed up by CBMR” on page 77 for list of files backed up by CBMR. Figure 3-10 Click those folder to backup by TSM backup/archive client Chapter 3. CBMR/ITSM backup operations 43
  • 54. 3. Once you have selected the folders, click Backup to perform the backup operation. Figure 3-11 Perform a backup operation 4. For detail backup report status, click Report. Figure 3-12 Click Report for detail backup status 5. Once backup operation is complete, click OK to exit. If there is an error, click View for more details on the error messages. 44 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 55. Figure 3-13 Backup complete Chapter 3. CBMR/ITSM backup operations 45
  • 56. 46 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 57. 4 Chapter 4. Restoration In this chapter, we show the restoration of the system Window operating system using the following methods: Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Restoration using CBMR CD-ROM and CBMR DR configuration floppy diskette Restoration using CBMR CD-ROM and network share configuration After the restoration of the Windows core operating system, we use the ITSM backup/archive client to restore the system data to the most recent system state. We show how to edit the CBM.INI to perform a complete restoration with the TSM script after the recovery of the Windows core operating system. © Copyright IBM Corp. 2003. All rights reserved. 47
  • 58. 4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Before we begin the restoration using three CBMR DR floppy diskettes, we need to create the CBMR DR boot and system diskettes. Please see Appendix B.1, “Creating CBMR DR Boot and System diskettes” on page 80 for the creation of both the CBMR DR Boot and system diskettes. The device drivers are not copied onto the CBMR floppy configuration diskette during the creation of the floppy configuration diskette. In order to perform a restoration of the Windows core (or “boot-up”) OS from the three CBMR DR floppy diskettes, we need to copy all the necessary drivers from the CBMR CD-ROM to the CBMR floppy configuration diskette. In this example, we need to copy the Ethernet card driver from the CBMR CD-ROM folder, E:drconfigmodulese100.o (assuming E is the CD-ROM drive), to the floppy configuration diskette folder A:modules. Once the driver is copied onto the CBMR DR floppy configuration diskette, we can perform the recovery of the client system as follows: 1. Insert the CBMR DR boot floppy diskette. Wait until the prompt appears on the monitor screen to insert CBMR DR system disk. 2. Insert the CBMR DR system diskette and press Enter. Wait until the prompt appears on the monitor screen to insert CBMR DR configuration disk. 3. Insert CBMR DR configuration diskette and press Enter. This will load the configuration information from the configuration diskette, and it will load the PC-BaX Disaster Recovery Console. Figure 4-1 PC-BaX Disaster Recovery Console 4. Select option 4. Hardware Drivers and press Enter. 5. Select option 5. List Loaded Modules and press Enter. 48 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 59. Figure 4-2 List loaded Modules 6. If the correct driver is loaded successfully, it will display loaded module. Press any key to continue. If the module is empty, select option 3. Load Network Modules to load the correct driver. Figure 4-3 Display the module if loaded successfully 7. Select option 7. Exit from the Hardware Drivers and press Enter. 8. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successfully, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients’ information is correct, and ensure the network is working. Chapter 4. Restoration 49
  • 60. Figure 4-4 Automatic configuration mode 9. Select option 2. Automatic Recovery and press Enter. 10.Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server in order to perform a restoration of the Windows core OS. Figure 4-5 Enter Yes for automatic recovery 11.On the completion of the restoration of the client system OS, remove the CBMR media, and reboot the client system. 50 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 61. 12.After you log on to the system, the PC-BaX/DR wizard will prompt you to convert the partition and format information from Linux to Windows. Click Next to continue. Figure 4-6 Welcome screen 13.Accept default setting, and click Yes to continue. Figure 4-7 Accept default setting 14.Click OK to reboot.The conversion of the partition and format information will take place. 15.The client system will boot up in the Windows OS. We then use the ITSM backup/archive client to restore the system data. 4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette Here are the steps: 1. Insert the CBMR CD-ROM. Reboot the client system and wait until the prompt appears on the monitor console. Chapter 4. Restoration 51
  • 62. Figure 4-8 LiRest Restore Utility 2. Press f and insert the floppy configuration diskette into the floppy drive. Press Enter. 3. This will load the PC-BaX Disaster Recovery Console. Figure 4-9 PC-BaX Disaster Recovery Console 4. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successful, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue. 52 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 63. Figure 4-10 Automatic configuration mode 5. Select option 2. Automatic Recovery and press Enter. 6. Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server, to perform a restoration of the Windows core OS. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients’ information is correct and ensure the network is working. Chapter 4. Restoration 53
  • 64. Figure 4-11 Enter Yes for automatic recovery 7. On the completion of the restoration of the client system OS, the client system will reboot. 8. After you logon to the system, PC-BaX/DR wizard will prompt you to convert the partition and format information from Linux to Windows. Click Next to continue. Figure 4-12 Welcome screen 9. Accept default setting, and click Yes to continue. 54 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 65. Figure 4-13 Accept default setting 10.Click OK to reboot.The conversion of the partition and format information will take place. 11.The client system will boot up in the Windows core OS. We will use the ITSM backup/archive client to restore the system data. 4.3 Restoration using CBMR CD-ROM with network share configuration Here are the steps: 1. Insert the CBMR CD-ROM. Reboot the client system. Wait until the prompt appears on the monitor console as seen in Figure 4-14. Figure 4-14 LiRest restore utility 2. Press Enter for CD-ROM. 3. This will load the PC-BaX Disaster Recovery Console. Chapter 4. Restoration 55
  • 66. Figure 4-15 PC-BaX Disaster Recovery Console 4. Select option 4. Hardware Drivers and press Enter. 5. Select option 3. Load Network Modules and press Enter. Figure 4-16 Load network modules 6. From the list of the network modules, select the correct network driver and press Enter. Figure 4-17 Select the correct network driver 7. If the network driver loaded successfully, the following message will appear on the monitor screen, press any key to exit: insmod /usr/modules/e100.o Press any key to continue 56 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 67. 8. Select option 5. Remote Configuration and press Enter. 9. Select option 1. Setup and press Enter. Figure 4-18 Remote Configuration 10.Enter the required information. See Table 4-1 for the description of the fields. Click OK when done. Figure 4-19 Enter the information for Remote Configuration Field Description LocalIPAddress Local IP address to be used for the local network interface setup for connecting to the share containing the system configuration. The value can be DHCP if a DHCP server is to be used, or the IP address of the client system. SubnetMask Subnet mask for the network interface. The value can be DHCP if a DHCP server is to be used or the subnet mask of the client system. GatewayIP The gateway to be used to connect to the remote share. The value can be DHCP or IP address of the gateway. If no gateway is required, leave it blank. ServerIPAddress IP address of the server, which holds the network share configuration information Workgroup Workgroup or domain name for the server containing the network configuration Chapter 4. Restoration 57
  • 68. Field Description ServerShare The server share name which holds the system configuration information. The share name should be of the form: <hostname><share_name> Username A username which has read access to the share containing configuration information Password Password used by the user ConfigPath The path under the share where the configuration information is stored. The patch should begin with a Table 4-1 Description of the fields 11.Select option 2. Select Configuration and press Enter. Figure 4-20 Select Configuration 12.A list of configurations will be displayed. Select the correct configuration belonging to the client system and press Enter. 13.Select option 3. Exit to exit. 14.Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the backup device test is successful, the monitor screen will have the following messages in Figure 4-21. 58 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 69. Figure 4-21 Automatic configuration mode 15.Press any key to continue. 16.Select option 2. Automatic Recovery and press Enter. 17.Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the Chapter 4. Restoration 59
  • 70. connection of the ITSM API client to the ITSM server to perform a restoration of the Windows core OS. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients’ information is correct, and ensure the network is working. Figure 4-22 Enter Yes for automatic recovery 18.On the completion of the restoration of the client system OS, the client system will reboot. 19.When you log on to the system, the PC-BaX/DR wizard will prompt to convert the partition and format information from Linux to Windows. Click Next to continue. Figure 4-23 Welcome screen 20.Accept default setting, and click Yes to continue. 60 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 71. Figure 4-24 Accept default setting 21.Click OK to reboot.The conversion of the partition and format will take place. 22.The client system will boot up in Windows’ core OS. We will use the ITSM backup/archive client to restore the system data. 4.4 Restoration of system data using TSM backup/archive client Here are the steps: 1. Open the ITSM backup/archive GUI program. Select Restore if the BACKUP command was used to copy the client system data. Select Retrieve if the Archive command was used to copy the client system data. Figure 4-25 TSM backup/archive client GUI menu 2. Select the client system files and directories to be restored. Click Restore. Chapter 4. Restoration 61
  • 72. Figure 4-26 Select the client system files/directories to restore 3. Click Original location to restore the backup files and directories to original path. Figure 4-27 Click Original location 4. The restoration will proceed. Figure 4-28 Restoration in progress 62 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 73. 5. Click Report for more details on the restoration process. Figure 4-29 Detailed Restore Status Report 6. Once the restoration process is complete, click OK to exit. Figure 4-30 Restoration process is complete 7. Exit the TSM backup/archive client, and reboot the client system. 8. Once the Windows OS is started, the system is restored to the point of the latest backup. Chapter 4. Restoration 63
  • 74. 4.5 Post BMR processing It is possible to start a script to perform a full restore process once the recovery of the Windows’ core operating system is complete. Edit the CBMR configuration file, CBM.INI, found under the CBMR program directory C:Program FilesCristieCristie BMR. Open the file with notepad.exe, search under the section [DR Options] for the following line: ;PostDRCommand = "C:dbgpostdr.cmd" Uncomment the line, and replace it with the location of the TSM restore script: PostDRCommand = “C:Program FilesCristieCristie BMRScriptstsmrestore.cmd” Important: After changing the file, it must be backed up by CBMR DR, so that the script can run for a complete system recovery on the next CBMR DR operation. 64 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 75. 5 Chapter 5. Automate the system backup using the ITSM scheduler In this chapter, we will show you how to use the ITSM client scheduler to perform the system backup. For the ITSM client schedules, there are four key pieces of information: The command that needs to be executed When the command executes How long the command takes to complete How often the command needs to be repeated The command to be run can be an incremental backup or a backup script, which should be run every day at a particular time. In order to synchronize all schedules and have load balancing on the ITSM server, an estimation of the duration of the schedules is required. In the next few sections of this chapter, we show how to configure a backup job using the ITSM client scheduler. We will also show the content of the backup scripts run by the TSM scheduler: Configure ITSM client scheduler services in the ITSM client Configure ITSM client scheduler in the ITSM Server CBMR/ITSM backup script © Copyright IBM Corp. 2003. All rights reserved. 65
  • 76. 5.1 Configure ITSM client scheduler service in the ITSM client 1. Activate the ITSM GUI client by clicking the Windows Start button and selecting Programs --> Tivoli Storage Manager --> Backup Archive GUI. 2. From the main GUI window, select Utilities --> Setup Wizard. Figure 5-1 Select Setup Wizard 3. Click Help me configure the TSM Client Scheduler Figure 5-2 TSM Client Configuration Wizard 4. Select Install a new or additional scheduler and click Next to continue. 66 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 77. Figure 5-3 TSM Scheduler Wizard 5. Enter the name for the TSM scheduler and click Next to continue. Figure 5-4 TSM Scheduler name and location 6. Specify the client option file that TSM should use, and click Next to continue. Figure 5-5 Specify the option file name and location 7. Enter the TSM client node name and password. Chapter 5. Automate the system backup using the ITSM scheduler 67
  • 78. Figure 5-6 TSM authentication 8. Select Automatically when Windows boots to have the scheduler service to start during the Windows reboot. Figure 5-7 Service login options 9. Specify the locations for the scheduler log and TSM client error log. Figure 5-8 Log file names and locations 10.Select Yes to start the scheduler services upon the completion of the wizard. 68 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 79. Figure 5-9 Immediate start option 11.Click Finish to complete the ITSM client configuration wizard. Figure 5-10 Click Finish to complete the TSM client configuration wizard 12.Click OK to exit if the scheduler service is successfully installed. Figure 5-11 Click OK to exit 1. To check that the scheduler service is installed in the system, click the Windows Start button and select Programs --> Settings --> Control Panel --> Administrative Tools. 2. Click the Services. Locate the newly defined TSM scheduler service. It should be started. Chapter 5. Automate the system backup using the ITSM scheduler 69
  • 80. Figure 5-12 Windows services 5.2 Configure ITSM client scheduler in the TSM Server In this example, we will use TSM administrator command line to configure the ITSM client scheduler: 1. In the TSM Server, click the Windows Start button and select Programs --> Tivoli Storage Manager --> Admin Command Line. 2. Issue the following command to create a client schedule: define scheduler standard System_backup description="Backup OS and data using script" action=command onjects="C:Progra~1CristieCristi~1Scriptssystembackup.cmd" priority=5 startdate=07/03/2003 starttime="11:00:00 Note: If the directory folder name consists of two words, then replace the seventh character (exclude blank space) and all following with the special ~ (tilde) character. As in the example above, for example: C:Program filesCristieCristie BMRScripts becomes C:Progra~1CristieCristi~1Scripts 3. Define the client association with the schedule with the command: define association standard system_backup cbres1 4. To display the defined client scheduler, run the command: query sched 70 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 81. Figure 5-13 To display client scheduler 5. To display the information about which client nodes are associated with one or more schedules, run the command: query association Figure 5-14 To display client nodes association 6. To check that the ITSM client scheduler is working, open a DOS command prompt at the client system and run the following command: dsmc sched Figure 5-15 dsmc sched command To display the status of the scheduled events, run the TSM query event command. Chapter 5. Automate the system backup using the ITSM scheduler 71
  • 82. Figure 5-16 Query event command 5.3 CBMR/TSM backup script The backup script used in the ITSM scheduler is placed under C:Program filesCristieCristie BMRScripts. It is one of the directories being backed up by CBMR DR backup. The backup script name called by the ITSM scheduler is systembackup.cmd which performs the CBMR DR backup and backs up the system data using the ITSM backup command. Figure 5-17 C:Program filesCristieCristie BMRScriptstsmbackup.cmd We also make use of the ITSM client option file, dsm.opt to exclude some directories from being backed up by CBMR DR. Figure 5-18 TSM client option file dsm.opt 5.3.1 Creating CBMR backup and restore scripts The CBMR backup script DisRec.scp is generated by the CBMR DR module. This script backs up the core Windows files along with CBMR files and ITSM files. It can be generated using the following steps: 1. Open the main PC-Bax main program, and select Disaster Recovery. 72 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 83. Figure 5-19 Select Disaster Recovery to perform a DR backup 2. Select Do a DR backup and the correct Storage device to use. Click Next to continue. Figure 5-20 Select the correct storage device 3. Click Generate Backup and Restore scripts alone and click Next. Figure 5-21 Click Generate Backup and Restore scripts alone 4. Both the scripts DisRec.scp and DisRest.scp are created under the directory C:Program FilesCristieCristie BMR. Click OK to exit. Chapter 5. Automate the system backup using the ITSM scheduler 73
  • 84. Figure 5-22 Both DisRec.scp and DisRest.scp are created Figure 5-23 Content of CBMR Backup script 74 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 85. Figure 5-24 Content of CBMR Restore script Chapter 5. Automate the system backup using the ITSM scheduler 75
  • 86. 76 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 87. Appendix A. List of files backed up by CBMR In this appendix, we show a list of the files backed up by CBMR for the Windows NT and Windows 2000 environments. © Copyright IBM Corp. 2003. All rights reserved. 77
  • 88. A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a) C:NTLDR C:NTDETECT.COM C:BOOT.INI C:NTBOOTDD.SYS (If present) C:BOOTSECT.DOS (If present) C:PROGRAM FILESCRISTIECristie BMR 04.01*.* (CBMR Installation folder with subdirectories) C:PROGRAM FILESTIVOLITSM*.* (TSM Client installation folder with subdirectories) C:WINNT*.* (Windows installation folder with subdirectories.) A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with service pack 1-3) C:NTLDR C:NTDETECT.COM C:BOOT.INI C:NTBOOTDD.SYS (If present) C:BOOTSECT.DOS (If present) C:DOCUMENT AND SETTINGS*.* (Include All Users and Default User and the subdirectories) C:DOKUMENTE UND EINSTELLUNGEN*.* (Present in a German 2000 installation) C:PROGRAM FILESCRISTIECristie BMR 04.01*.* (CBMR Installation folder with subdirectories) C:PROGRAM FILESTIVOLITSM*.* (TSM Client installation folder with subdirectories) 78 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 89. Appendix B. CBMR DR Boot and System diskettes creation In this appendix, we show you how to create the CBMR DR Boot and System diskettes. These two floppy diskettes together with the CBMR DR Configuration diskette are used to boot up the system into CBMR DR recovery console. © Copyright IBM Corp. 2003. All rights reserved. 79
  • 90. B.1 Creating CBMR DR Boot and System diskettes Here are the steps: 1. Load in the CBMR installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES. Figure 5-25 CBMR Installation Menu 2. To create CBMR DR Boot Diskette, select DR Boot Disk and click Create. Figure 5-26 Select DR Boot Disk 3. Insert a blank floppy diskette into the floppy drive and click OK. Figure 5-27 Click OK 4. Once this is completed, label the floppy diskette DR Boot. Click OK to exit. 80 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 91. Figure 5-28 DR boot diskette is successfully created 5. To create CBMR DR System Disk, select DR System Disk and click Create. Figure 5-29 Select DR system Disk 6. Insert a blank floppy diskette into the floppy drive and click OK. . Figure 5-30 Click OK 7. Once this is completed, label the floppy diskette as DR System. Click OK to exit. Figure 5-31 DR system diskette is successfully created Appendix B. CBMR DR Boot and System diskettes creation 81
  • 92. 82 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 93. Appendix C. CBMR log and error description In this appendix, we explain the description of some log files in CBMR. We also list the CBMR errors description. © Copyright IBM Corp. 2003. All rights reserved. 83
  • 94. C.1 Description of CBMR log files To check the error logs on CBMR, access from PC-BaX main menu’s the Log Files. The error will be in the file with the format of XXX.Err. TSM errors also propagated to the error logs. Backup logs in the CBMR are located in the following directory: C:Program FilesCristieCristie BMRLogfiles The log files are in the format XXXXX.log: backup.log: Information related to backups disrec.log: Information related to disaster recovery backup Ofm.log: Information related to status of the open file module restore.log: Information related to restore verify.log: Information related to comparison of files on OS and TSM compare.log: Information related to byte by byte comparisons of OS and TSM files Restore logs can be written to the floppy diskettes /logs directory: disrec.log: Information related to Linux partitioning (before and after) lirst.log: Information about Linux restore of files lspci.log: lists the local PCI devices messages.log: Information about Linux error messages dsierror.log: TSM errors scsi.log: Information about SCSI devices, network card, kernel IP routing table C.2 CBMR error definitions The CBMR errors are grouped into several categories that identify the module that the error originated from. The following categories are currently defined: Table 5-1 Category of CBMR errors Category Description BUS Backup Software - Non-module specific BMS Backup Manager Services MFS Media Format Services FSS File System Services 84 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 95. Category Description MLS Media Library Services SSS Scheduler Services SMS Storage Management Services 1. Category --- BUS (Backup Software - Non-module specific) BUS0001 -- General Error BUS0002 -- Unable to open file BUS0003 --- Unable to read file BUS0004 --- Unable to write file BUS0005 --- Memory allocation failure BUS0006 --- Invalid service module BUS0007 --- Service module not loaded BUS0008 --- Unable to load Backup Manager BUS0009 --- Unable to create Backup Folder BUS0010 --- Unable to create program object in backup folder BUS0011 --- Illegal request to remove NULL item from list BUS0012 --- File specifications must start from the root BUS0013 --- Invalid file specification in script BUS0014 --- DLL has already been loaded BUS0015 --- Cannot free a DLL that has not been loaded BUS0016 --- Operation has been aborted by the user BUS0017 --- Invalid Storage Device structure BUS0018 --- Invalid Storage Device name BUS0019 --- Invalid List Handle BUS0020 --- List is Read-Only BUS0021 --- List is empty BUS0022 --- Invalid Syntax specified on command line BUS0023 --- The maximum data size has been reached BUS0024 --- No script mode has been specified BUS0025 --- The Backup Manager has not been loaded BUS0026 --- Duplicate storage device name BUS0027 --- The requested operation is only allowed on a Robotics device BUS0028 --- The requested operation is only allowed on a Cascaded device BUS0029 --- Parameter error BUS0030 --- The requested operation is only allowed on a Library device BUS0031 --- There is at least one missing media in the library slots BUS0032 --- There are no elements/slots configured for this library device BUS0033 --- There are no drives configured for this robotics device Appendix C. CBMR log and error description 85
  • 96. BUS0034 --- The end of media reached on the last element/slot in the library BUS0035 --- The name contains one or more reserved characters 2. Category --- BMS (Backup Manager Services) BMS0001 --- General failure BMS0002 --- Unable to read script file BMS0003 --- Script file contains an invalid entry BMS0004 --- Script file - missing = character BMS0005 --- No files were found to process BMS0006 --- No (valid) storage device has been specified BMS0007 --- Application error - invalid INI file operation requested BMS0008 --- No name was specified for the script BMS0009 --- Unable to create script file BMS0010 --- Device is not an autochanger BMS0011 --- Autochanger does not have a cartridge fitted BMS0012 --- Invalid SDS category in device specification BMS0013 --- Missing option in storage device specification BMS0014 --- Incorrect Volume in storage device BMS0015 --- Unable to write log file BMS0016 --- Cleaning cycle failed BMS0017 --- Cleaning cycle has been run BMS0018 --- Invalid File specification in script BMS0019 --- Missing date delimiter BMS0020 --- Invalid date in script BMS0021 --- Invalid month in date BMS0022 --- Invalid Day in script BMS0023 --- Device is not available BMS0024 --- Invalid Volume Handle BMS0025 --- Memory Allocation failure BMS0026 --- Unable to open log file BMS0027 --- Unable to access drive BMS0028 --- Invalid Media Library Operation BMS0029 --- The Media Library Services module is not available BMS0030 --- The Backup Manager is already open BMS0031 --- The Backup Manager has not been opened BMS0032 --- Invalid Object Type BMS0033 --- Invalid List Handle BMS0034 --- Request to free list not allocated by the Backup Manager BMS0035 --- Request to free list not allocated by the Backup Manager 86 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR
  • 97. BMS0036 --- Unable to delete specified object BMS0037 --- The specified scheduler job is invalid BMS0038 --- The specified scheduler job is not running BMS0039 --- Unable to attach to specified scheduler job BMS0040 --- The specified scheduler job has terminated BMS0041 --- The specified scheduler job is already attached BMS0042 --- The specified scheduler job has not been attached BMS0043 --- The specified scheduler job has been detached BMS0044 --- Script name is invalid BMS0045 --- Unable to open user info file BMS0046 --- User info file has incomplete entry BMS0047 --- Unable to add network connection BMS0048 --- Invalid object type BMS0049 --- Logon failure BMS0050 --- Invalid use of NULL as parameter BMS0051 --- Incorrect Operating system for this version BMS0052 --- Unknown property specified BMS0053 --- This function is not available in this version BMS0054 --- Operation aborted by user BMS0055 --- The trial period for this product has expired BMS0056 --- This product is not installed correctly or it has been tampered with. Please reinstall 3. Category --- MFS (Media Format Services) MFS0001 --- General Error MFS0002 --- Invalid structure on media MFS0003 --- Dataset not found MFS0004 --- Invalid media position requested MFS0005 --- File mark reached MFS0006 --- Memory allocation failure MFS0007 --- Missing storage device option MFS0008 --- Data compression failure MFS0009 --- Invalid/missing Dataset password MFS0010 --- Invalid/missing Media Header password MFS0011 --- No more datasets exist MFS0012 --- Invalid Media Header MFS0013 --- Invalid Dataset Header MFS0014 --- Operation aborted by user MFS0015 --- Incorrect media name Appendix C. CBMR log and error description 87
  • 98. MFS0016 --- Missing Filemark MFS0017 --- Invalid Backup Manager Request MFS0018 --- Unable to access application Queue MFS0019 --- Unable to access I/O Queue MFS0020 --- Unable to read application Queue MFS0021 --- Unable to write Application Queue MFS0022 --- Unable to write I/O Queue MFS0023 --- Unable to read I/O Queue MFS0024 --- I/O operation has stopped MFS0025 --- Media Info Buffer is too small for Library Info MFS0026 --- Dataset Info Buffer is too small for Library Info MFS0027 --- This volume does not contain a valid media header MFS0028 --- Media is write protected MFS0029 --- The block size is too large - maximum is 64k MFS0030 --- There is no storage device selected MFS0031 --- Bad File Header MFS0032 --- This media contains an older format backup. MFS0033 --- This media contains a newer format backup. 4. Category --- FSS (File System Services) FSS0001 --- Unable to open file FSS0002 --- Unable to get file/directory Info FSS0003 --- Unable to get Extended Attribute Info FSS0004 --- Unable to get Access Control List Info FSS0005 --- File Read Error FSS0006 --- File Write Error FSS0007 --- Unable to select directory FSS0008 --- Unable to create directory FSS0009 --- Compare failed FSS0010 --- File skipped FSS0011 --- File sizes are different FSS0012 --- File not found FSS0013 --- Operation aborted by user FSS0014 --- Unknown support module FSS0015 --- Path not found FSS0016 --- Unable to set file/directory Info FSS0017 --- Unable to set Extended Attribute Data FSS0018 --- Unable to set Access Control List (ACL) FSS0019 --- System File - File ignored 88 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR