SmartFiler Backup Appliance User Guide 2.1

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1 SmartFiler Backup Appliance User Guide 2.1 SmartFiler Backup Appliance User Guide 1

2 Table of Contents Overview... 4 Solution Overview... 4 Solution 1: Two Virtual Backup Appliances... 5 Solution 2: Two Physical Backup Appliances... 6 Solution 3: Hybrid, virtual onsite appliance; physical offsite appliance... 6 Solution 4: FREE... 7 Solution 5: Offsite Only Provided on a USB Disk... 7 SmartFiler Backup Appliance Overview... 7 Getting Started... 9 Virtual Appliance Installation... 9 PREREQUISITES... 9 INSTALLATION... 9 Physical Appliance Installation Configuring Network Settings and SmartFiler Location Reset Admin Password Configuring the Offsite SmartFiler Accessing the SmartFiler User Interface using a Web Browser Pairing Onsite and Offsite SmartFilers Configuring Computers on the Network for Backups Selecting Windows Computers from the Network for Backup Selecting Unix and Mac Computers from the Network for Backup Configuring Backup and Snapshot Policy Backup Policy Hourly Snapshot Policy Snapshot Now Monitoring Backups Dashboard Notifications SmartFiler Backup Appliance User Guide 2

3 Moving the Offsite SmartFiler to Remote Location Restoring Data from Backups Restoring from a Windows System: Restoring from a Unix System Deleting Backups Advanced Options Pair Onsite-Offsite Network Configuration Configure Windows Backup Folders Configure NFS/UNIX Backup Folders Tech Support Set Windows Password Change Admin Password Configure Notifications Troubleshooting Restart SmartFiler Shutdown SmartFiler Ping Trace Route Delete Removed Files From Onsite and Offsite SmartFilers Disable/Enable Windows Sharing Disable/Enable Unix/Mac Sharing Appendix -A Exporting Folders from a Windows System for Backup or Snapshot Recommended Method Secure Sharing Renaming a sharedfolder in Windows Appendix B NFS Exporting Directories from a Unix System for Backup Appendix C Using SmartFiler for Microsoft Exchange Server Backup Introduction SmartFiler Backup Appliance User Guide 3

4 Configuration Restoring Data Benefits Conclusion Appendix C1: Using Backup Exec System Recovery with SmartFiler Assumptions Solution Overview Configuration Steps Overview Solution Overview As demand for storage continues, the task of managing and backing up data is getting increasingly complex. As a best practice, both onsite and offsite data backup solutions are being implemented across the board. Onsite data backup provides quick recovery time frames, while offsite data backups protect critical information against a disaster at the onsite location. As data storage requirements grow, even small businesses find themselves with several gigabytes of data that need to be backed up on a daily incremental basis. For example, a business with 1 TB of data, initiating a full backup to an offsite data backup provider with a standard T1 connection at 1.5 Mbits/sec upload speed, using 100% of available bandwidth, can expect to complete the initial full offsite backup in 63 days. This is unacceptable. The SmartFiler Backup solution is available as virtual or physical appliances. You buy a pair of SmartFiler Backup Appliances; one for onsite and the other for remote offsite. Connect both to your LAN for the initial backup which may be very large. After the initial backup, relocate the Offsite SmartFiler to a remote location. The Onsite SmartFiler will continue to perform the incremental backup to the remote Offsite SmartFiler. SmartFiler Backup Appliance User Guide 4

5 The SmartFiler Backup Appliance solution offers the flexibility to store your offsite data (Offsite SmartFiler) at a location of your choice: Home, Branch Office, Data Center etc. Solution 1: Two Virtual Backup Appliances SmartFiler Backup Appliance User Guide 5

6 Quickly implement enterprise class virtual backup appliances on your existing storage and compute infrastructure. No hardware to buy. Designed for use with VMware Player or VMware Workstation. Enables businesses to own their offsite data backup solution instead of paying substantial monthly charges to third party services. Ideal for backing up 25GB to 2TB. Solution 2: Two Physical Backup Appliances Simple, easy to deploy, enterprise class physical backup appliances, one for onsite backup and the other for remote offsite backup. Ideal for businesses with large amounts of data (500GB to 12TB); RAID enabled. Solution 3: Hybrid, virtual onsite appliance; physical offsite appliance SmartFiler Backup Appliance User Guide 6

7 Solution 4: FREE Identical to Solution 1 but appliance storage size is limited to 10GB each onsite and offsite. Ideal for home or small business use. Solution 5: Offsite Only Provided on a USB Disk Ideal for offsite backup only. Limited feature set. Available in 3 sizes, 250GB, 500GB, and 1TB. SmartFiler Backup Appliance Overview The SmartFiler Backup Appliances are simple to use and provide secure and reliable data backup, both onsite as well as offsite. The unique design of the SmartFiler Backup Appliance enables any small and medium business to own their offsite backup solution. By using a SmartFiler onsite at the office paired with an Offsite SmartFiler at a remote location of your choice (Home, Branch Office, Data Center, etc.), you have total control of your offsite backup solution as opposed to storing data at unknown locations offered by online backup vendors. Backing up and recovering huge volumes of data using an online backup service is impractical (the practical maximum limit for online backup is about 10GB to 20GB). In addition, by using the SmartFiler Backup Appliance solution you save the monthly service charges of an online backup service. SmartFiler Backup Appliances are used as a pair to provide onsite and offsite data backup. Once paired, the two SmartFilers create a secure private tunnel (like VPN) between them to communicate and transfer data. Data transfer between the onsite and offsite SmartFilers are always encrypted. The offsite SmartFiler can be stored anywhere with internet access. In addition to nightly and weekly backups, SmartFiler Backup Appliances can also be configured to take hourly snapshots of selected data. This enables instant recovery of data from any snapshot during the day, instead of the previous nights backup. This point-in-time data recovery is a powerful feature that was available only for big enterprises, until the introduction of the SmartFiler Backup Appliances. Key features of SmartFiler Backup Appliances are: 1. Ability to backup large amounts of initial data backup without depending on your ISP and internet connection speeds. (Compare 63 days for online backup of 1TB of data at T1 connection speeds vs. under 2 days to backup the same 1TB of data to an Offsite SmartFiler on a Gigabit LAN) 2. Ability to quickly restore huge volumes of data; same time comparisons above apply! 3. No monthly service charges for offsite/online backups.. 4. Affordable Low cost of ownership compared to other solutions SmartFiler Backup Appliances come in various models and storage capacity to meet your needs. To have an offsite backup, in addition to an onsite backup, you need two SmartFiler Backup Appliances, but they need not be identical models. You need to configure one SmartFiler as an Onsite SmartFiler that backups data from all computers in your network, and the other SmartFiler as an Offsite SmartFiler that is placed in a remote location to maintain an offsite backup. SmartFiler Backup Appliance User Guide 7

8 SmartFiler Backup Appliance User Guide 8

9 Getting Started Virtual Appliance Installation PREREQUISITES 1. Install VMware Player on a desktop computer in your office network. VMware Workstation may also be used. 2. Download SmartFiler Virtual Backup Appliance software (SFBV-xxxx.rar), where xxxx depends on the appliance size. INSTALLATION Note: When using two virtual appliances, make sure that the offsite is installed on a removable USB drive so that it can be moved to a remote offsite location after the initial full backup. 1. Extract SFBV-xxxx.rar onto a local disk or a NAS device, for onsite backup. Make sure there s enough space on the disk for the maximum size of the backup appliance downloaded. 2. Open VMware Player.Select Open a Virtual Machine. Locate the file SmartFilerOS under the folder SFBV-xxxx from the extracted location. Select the file and click Open. Note that the VM is added to the VMware Player library with its default name. 3. Click Edit virtual machine setting. In the Virtual Machine Settings window, choose the Options tab. Select the General option; in the right pane change the Virtual machine name from SmartFilerOS to SmartFiler Onsite. Click OK. SmartFiler Backup Appliance User Guide 9

10 4. Play the SmartFiler Onsite virtual machine. Choose the I copied it answer if prompted by VMware Player. Physical Appliance Installation 1. Securely fasten the SmartFiler to a 19 rack (rack mount models) or place it on a desk (desk models) 2. Connect an Ethernet cable from your network switch to the Ethernet port on the back panel of the SmartFiler Backup Appliance. 3. Connect an USB keyboard to the back panelof the SmartFiler Backup Appliance. 4. Connect a monitor to the SmartFiler Backup Appliance. NOTE:The monitor and keyboard are required only for the first time network configuration. They can be disconnected after configuring the Network Settings. 5. Connect the power cord to the back panel of the SmartFiler Backup Appliance and plug it to the power outlet. 6. Press the power button on the front of the SmartFilerto boot the system. Configuring Network Settings and SmartFiler Location 1. Once the console login screen appears, login to SmartFiler with the following credentials: username: smartfiler password: smartfiler 2. In the SmartFiler Configuration Menu, choose option 1 to Configure All. 3. Select the network interface 0 or 1 depending on which Ethernet port is connected to your network. Some physical appliance models may have only one Ethernet port.for virtual appliances, select interface 0. Provide the IP address, Mask and Gateway settings according to your network. Verify the settings and SmartFiler Backup Appliance User Guide 10

11 type yes to confirm and proceed with the configuration. 4. Next, configure this SmartFiler as an Offsite SmartFiler or an Onsite SmartFiler by answering Y or N. NOTE: Only network configuration via console login needs to be done for the Offsite SmartFiler. All other configurations are done only on the Onsite SmartFiler. 5. On the next screen, select the time zone according to your location. NOTE: Choose the same time zone for both SmartFilers even if they are in two different time zones. 6. Choose option 6 to quit the configuration menu. (The system will automatically log you out). Reset Admin Password 1. The administrator password to access the SmartFilers via a browser may be changed using the SmartFiler User Interface. However, to resetthe password to factory settings (admin/admin),login to the console as before and choose option 5. SmartFiler Backup Appliance User Guide 11

12 Configuring the Offsite SmartFiler 1. Repeat the steps listed in the Getting Started section for the Offsite SmartFiler. Remember to configure it as Offsite when prompted with the question, Is this an Offsite SmartFiler? (Y/N) by typing Y. NOTE: For initial backup, connect the Offsite SmartFiler to the same LAN with the Onsite SmartFiler. After completing the initial backup (which might be large) the offsite SmartFiler can be relocated to a remote offsite location. The backups will continue through your Internet connection. 2. Though you can access the Offsite SmartFiler Web UI using a web browser, it is not needed for configuration purposes. All configurations in the following chapters are done using the Onsite SmartFiler Web UI, unless otherwise specified. Accessing the SmartFiler User Interface using a Web Browser 1. From any computer on the same network, open a web browser; in theurl address bar, type in IP address you specified for theonsite SmartFiler}: On the SmartFiler Welcome screen, click Login to configure SmartFiler. 3. Enter the following credentials to login to the SmartFiler Web User Interface. username: admin password: admin NOTE: Enter the Registration information when prompted to continue with configuration of SmartFilers Pairing Onsite and Offsite SmartFilers 1. Form the top menu bar on the SmartFiler Web UI, click on the tab Advanced Options. SmartFiler Backup Appliance User Guide 12

13 2. Form the Advanced Options menu bar click on the Pair Onsite-Offsite tab. 3. Type the LAN IP addresses of the Onsite and Offsite SmartFilers if they are paired for the first time. Type the WAN IP addresses if the Offsite SmartFiler has been relocated outside of the LAN. NOTE: The Onsite and Offsite SmartFilers must be connected in a LAN for initial pairing. 4. Select First Time from the pull-down menu for the initial pairing. Select New Location is the SmartFilers were previously paired and relocated to a different network. NOTE: If the SmartFilers are on different networks behind a Firewall, then the Firewall must be configured to forward SSH port (Default:22222) to the respective SmartFilers. 5. Click on Pair SmartFilers to initiate pairing. NOTE: The two SmartFilers exchange SSH keys during the process of initial pairing. This enables the two SmartFilers to communicate securely and transfer encrypted data. Configuring Computers on the Network for Backups Selecting Windows Computers from the Network for Backup 1. From the top menu bar of the SmartFiler Web UI, click on the Advanced Options tab. 2. From the Advanced Options menu bar click on the Configure Windows Backup Folders tab. NOTE: You can configure Network Backup only from the Onsite SmartFiler. SmartFiler Backup Appliance User Guide 13

14 3. Provide the Windows ServerIP Address, Server Name, Username for the Windows Shared Folder, Password and the Windows Shared Folder Name. NOTE: You can use an existing username/password credential for the specified Windows shared folder or create a specific user for backup purposes. We recommend a special user bkpuser to be created on the Windows systems with Read permissions for backup purposes. (See Appendix 1) SmartFiler Backup Appliance User Guide 14

15 4. Click on Configure Windows Folder to complete the configuration. 5. Repeat these steps for all Windows computers on the network that need to be backed up. Selecting Unix and Mac Computers from the Network for Backup 1. Form the top menu bar on the SmartFiler Web UI, click on the Advanced Options tab. 2. Form the Advanced Options menu bar click on the Configure NFS/UNIX Backup Folders tab. NOTE: You can configure Network Backup only from the Onsite SmartFiler. 3. Provide the Unix server IP address, Server name, Absolute path name of the NFS exported directory, a name for the mount point on the SmartFiler. NOTE: Any NFS/UNIX/Mac folder that needs to be backed up should be first exported from the respective Unix server with at least Read access for the SmartFiler. The exact procedure and syntax for exporting directories depends on the flavor of Unix. (See Appendix 2). SmartFiler Backup Appliance User Guide 15

16 4. Click on Configure Unix Server Backup to complete the configuration. To add more Unix servers, click on Add More Unix Directories and repeat the steps above. Configuring Backup and Snapshot Policy Backup Policy SmartFiler Backup Appliance User Guide 16

17 1. Form the top menu bar of the SmartFiler Web UI, click on the Backup Policy tab. NOTE: You can configure Backup Policy only from the Onsite SmartFiler 2. In the Backup Policy page specify your backup and snapshot schedule and retention policy. 3. Configure or Disable Backup - choose and option (Onsite Only, Onsite and Offsite, Offsite Only or No Backup). 4. Daily Backup Time Select the time to start the daily backup. 5. Retain Daily Backups for Type the number of weeks you would like to retain the daily backup data. 6. Weekly Backups Select Yes if you would like weekly backups as well. 7. Backup Weekly on Select a Weekly Day for Backup. 8. Retain Weekly Backups for Type the number of weekly backup data to retain. 9. Database Backup Select No. To enable Database Backup see document at Click on Change Configuration button. Hourly Snapshot Policy In the Backup Policy page: 1. Enable Snapshots. Hourly Snapshots of All Data Onsite - Yes 2. Select the time of day for the first Snapshot. 3. Select the snapshot frequency from the drop-down menu. SmartFiler Backup Appliance User Guide 17

18 4. Select the number of snapshots per day. NOTE: Allow the initial backup (First Backup) to complete before enabling the Hourly Snapshots. SmartFilers can then optimize the disk space more efficiently. NOTE: Snapshots are stored only in the Onsite SmartFiler. The Snapshots are retained for 24 hours (until a new Snapshot is taken at the same time on the following day). Snapshot Now 1. You can also create a Snapshot on demand by clicking on the link Create Snapshot Now in the Backup Policy page. Monitoring Backups SmartFiler Backup Appliance User Guide 18

19 Dashboard SmartFiler and Backup status can be monitored through the Dashboard. The display on the top left of the window shows if the Dashboard is Onsite or Offsite. Using the Dashboard you can monitor: Last Backup activity Last Snapshot activity Network addresses of both SmartFilers Disk usage OS disk and Data Disk Backup and Snapshot Policy Windows folders and Unix directories being backed up The status of the offsite Smartfiler (GOOD, ERROR, NOT PAIRED) The Dashboard of the other SmartFiler (thru the link: View Offsite Dashboard) SmartFiler Backup Appliance User Guide 19

20 Notifications 1. From the top menu bar click on Advanced Options. 2. Select Configure Notifications 3. In the Configure Notifications page, a. Select the events for notification b. Provide your settings (SMTP server, Username and Password) c. Provide a valid From address d. Provide addresses, separated by commas, of people to be notified 4. Select the check box Send a test now if you want a test mail to be sent to verify the settings 5. Click on the box Configure Notifications SmartFiler Backup Appliance User Guide 20

21 Moving the Offsite SmartFiler to Remote Location SmartFiler Backup Appliancesare designed to enable offsite backup of large volumes of data by performing the initial backup in a LAN and then moving the Offsite SmartFiler to an offsite location. To relocate the Offsite SmartFiler after the initial backup: 1. When a backup is not in progress, shutdown the Offsite SmartFiler through the SmartFiler UI: Advanced Options Troubleshooting page. 1. If using a physical offsite appliance, take it to anoffsite location of your choice; connect it to a network with Internet access. If using a virtual offsite appliance take the removable disk where the Offsite SmartFiler resides to an offsite location of your choice; connect it to a desktop computer with Internet access; make sure that VMware Player is installed on this computer. Run the Offsite SmartFiler. 2. Assign an IP address for the Offsite SmartFiler using the Console Interface (need a keyboard and monitor connected to the SmartFiler if it is a physical appliance).to do this login with username: smartfiler and password: smartfiler; choose Option 2 Configure Network and follow the instructions. 3. Configure the Firewall/Router to allow the SSH port used by SmartFiler (Default 22222) to be forwarded to the Offsite SmartFiler IP address. 4. Repeat the above step for the Onsite SmartFiler. 5. Pair the Onsite and Offsite SmartFilers using the SmartFiler UI of either of the SmartFilers. (Advanced Options Pair Onsite-Offsite). SmartFiler Backup Appliance User Guide 21

22 6. Provide the WAN IP address for pairing and select the option New Location. 7. Click on Pair Smart Filers button. 8. Now the Onsite SmartFiler and the remote Offsite SmartFiler are paired and will perform remote backups. Restoring Data from Backups Restoring from a Windows System: 1. Open Windows Explorer and click on Tools and select Map Network Drive. 2. Select a Drive Letter and type Folder name as \\sfbackup\backup to NOTE: If you are unable to Map restore from Backups or type the Folder name as Network Drive using \\sfbackup, \\sfsnapshot\snapshots to restore from Snapshots. they try using the LAN IP address 3. Click on different user name and in the pop up window provide of the SmartFiler: the username backup and password backup (Default password \\ip_address\backup is backup but you can change it using the SmartFiler UI). 4. Click OK and click on Finish button. SmartFiler Backup Appliance User Guide 22

23 5. Using Internet Explorer, from the SmartFIler Web UI top menu click on Restore Data tab. 6. Find the Backup or Snapshot you want to restore from the list and click on it. 7. The selected Backup or Snapshot folder will open in Windows Explorer. 8. Open the Data folder by double clicking on it to find the file/folder you want to restore. SmartFiler Backup Appliance User Guide 23

24 9. Drag and drop the file/folder you want to restore to any location. Restoring from a Unix System 1. Login to the Unix system as root. 2. Type the following commands: mkdir /mnt/restore mount t nfs {ip_address_of_smartfiler}:/data/backup /mnt/restore cd /mnt/restore pwd cd {name_of_the_backup/snapshot_folder_to_restore} cd data/userdata ls 3. You will find your files and directories. cd to find your file/directory and copy it to your system. SmartFiler Backup Appliance User Guide 24

25 NOTE: The name of the Backup/Snapshot folder can be found on the restore page corresponding to the Backup/Snapshot you want to restore. NOTE: To restore data from the SmartFiler, the system you want to restore the data to should be in the same LAN as the SmartFiler. Deleting Backups You can delete unwanted backup data to regain storage space. To delete backups: 1. Click on the Delete Backups tab from the top menu. 2. Select the Backup/Snapshot folders you want to delete by clicking on the box next to it. 3. Click on the box next to Confirm Delete. 4. Click on Delete Selected Backups or Delete Selected Snapshots depending on whether you are deleting backup or snapshot folders. SmartFiler Backup Appliance User Guide 25

26 Advanced Options Pair Onsite-Offsite Explained in the chapterpairing Onsite and Offsite SmartFilers Network Configuration You can use this page to change the IP address of the SmartFiler and the default SSH port. NOTE: When you change the SSH port, remember to: 1. Change the SSH port on the paired SmartFiler 2. Pair SmartFilers once again, using the procedure described in the chapter on Pairing Onsite and Offsite SmartFilers. 3. Reconfigure the Firewalls onsite and offsite to forward the new SSH port to the respectivesmartfilers. Configure Windows Backup Folders Explained in the Chapter on Configuring Computers on the Network for Backups in the section on Selecting Windows Computers from the Network for Backup Configure NFS/UNIX Backup Folders Explained in the Chapter on Configuring Computers on the Network for Backups in the section on Selecting Unix and Mac Computers from the Network for Backup Tech Support If you encounter problems that our Tech Support Engineers are unable to resolve over the phone or , you can provide access to a SmartPick Support engineer to login to the SmartFiler for troubleshooting. If a login access is needed to resolve a problem, provide following information to the SmartPick Tech Support engineer and click on the Allow Tech Support button: 1. WAN IP address of the SmartFiler 2. SSH port 3. Your company name 4. SmartFiler software version number and the Appliance model number. Once the problem is resolved, click on the Disconnect Tech Support button to disable access to the SmartPick Tech Support engineer. The system is shipped with the Tech Support login disabled and it is recommended that it remains disabled at all times except during troubleshooting. Set Windows Password You can use this page to change the default password to access the Backup/Snapshot folders from Windows systems. The default username is backup and the default password is backup. SmartFiler Backup Appliance User Guide 26

27 Change Admin Password You can use this page to change the login password for SmartFiler Web UI. The default username is admin and the default password is admin. Configure Notifications See the Monitoring section. Troubleshooting This page provides the following functions for troubleshooting or advanced configuration. Restart SmartFiler Always use the Restart SmartFiler option in this page to restart the SmartFiler. Shutdown SmartFiler Always use the Shutdown SmartFiler option from this page to shutdown the SmartFiler. Ping If you want to check whether the SmartFiler is able to access other computers in your LAN or the paired SmartFiler or the Internet: 1. Type the IP address or the Domain name in the box. 2. Select the command option Ping by clicking in the circle next to it. 3. Click on the Run Command button. 4. Look in the Command Output window for the results. Trace Route SmartFiler Backup Appliance User Guide 27

28 Similar to Ping, if you want to trace the route from SmartFilers to any Internet destination: 1. Type the IP address or the Domain name in the box. 2. Select the command option Trace Route by clicking in the circle next to it. 3. Click on the Run Command button. 4. Look in the Command Output window for the results. Delete Removed Files From Onsite and Offsite SmartFilers When you run this command, it deletes all the files and folders, from the Onsite and the Offsite SmartFiler Backup Appliances that were deleted from your servers. It also performs an immediate incremental backup. This command only deletes from the most recent backup. The previous versions of the deleted files will still remain (for recovery) in the older versions of retained backups. The deleted files will be removed from the system completely only after they are aged out according to your retention policy. Disable/Enable Windows Sharing You can enable or disable access from/to Windows systems and the SmartFiler. The current state is always displayed next to the command option. NOTE: If you disable access from/to Windows systems you will not be able to backup any folders from the Windows systems in the network. Windows access is enabled by default on the Onsite SmartFilers and is disabled by default on the Offsite SmartFilers. However, to access SmartFiler s Backup or Snapshot folders from a Windows system you have to use the proper Username and Password. To toggle the state of Windows sharing to/from SmartFiler: 1. Select the command option Disable/Enable Windows sharing by clicking in the circle next to it. 2. Click on the Run Command button. 3. You will see the state change. Disable/Enable Unix/Mac Sharing You can enable or disable access from/to Unix/Mac systems and the SmartFiler. The current state is always displayed next to the command option. NOTE: You need to enable Unix/Mac sharing to be able to restore data from any Unix or Mac system. Unix/Mac access is disabled by default on the Onsite and Offsite SmartFilers for securityto avoid unauthorized access to the Backup and Snapshot folders from Unix/Mac systems. To toggle the state of Unix/Mac sharing to/from SmartFiler: 1. Select the command option Disable/Enable Unix/Mac sharing by clicking in the circle next to it. 2. Click on the Run Command button. 3. You will see the state change. SmartFiler Backup Appliance User Guide 28

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30 Appendix -A Exporting Folders from a Windows System for Backup or Snapshot Recommended Method Secure Sharing 1. In your Windows system, create a user named bkpuser (or choose a name of your choice) and create a password for this user. 2. Open Windows Explorer. NOTE: In XP system, if you don t see the Window 3. Find the folder you want to export and right-click on it. shown below when you click of Sharing and 4. Click on Sharing and Security. Security, you must open Windows Explorer, go 5. Select Share this folder. to Tools, Folder Options, View and uncheck Use 6. Type a Share Name for this folder. Simple File Sharing. 7. Click on Permissions tab. 8. Click on Add. 9. Type the username bkpuser (or the username you created) in the Enter the object names window. 10. Click on OK. 11. In the Share Permissions Window, check only the box to Allow Read. (NOTE: Windows will automatically add Everyone to share this folder. If you do not desire Everyone to share this folder, select Everyone and click on the Remove tab) 12. Click OK. SmartFiler Backup Appliance User Guide 30

31 NOTE: Depending on the Windows Operating system the procedure and screenshots shown above may vary a little bit. The examples shown above are for Windows XP Professional. Renaming a sharedfolder in Windows 7 Step 1: From Windows Explorer, right click on the shared folder, select Properties ; select the Sharing tab. SmartFiler Backup Appliance User Guide 31

32 Step 2: Click on the Advanced Sharing button. Step 3:Click Add. Step 4:Specify the share name; press OK to save changes. SmartFiler Backup Appliance User Guide 32

33 Appendix B NFS Exporting Directories from a Unix System for Backup 1. Login to the Unix system as root. 2. To share the directory /usr/lib : a. echo /usr/libip_address_of_smartfiler(ro,no_root_squash) >> /etc/exports b. /sbin/service nfs restart NOTE: Type the IP address of your Onsite SmartFiler in the place of ip_address_of_smartfiler in the command above. NOTE: Depending on the flavor of Unix the procedure above may vary. The example shown above will work for most flavors of Linux. Appendix C Using SmartFiler for Microsoft Exchange Server Backup Introduction The SmartFiler Backup Appliance Exchange Server backup solution is integrated with the Symantec Backup Exec System Recovery Using a pair of SmartFiler Backup Appliances and Symantec Backup Exec System Recovery 2010 (BESR) small and medium businesses can now implement a cost effective solution to backup Exchange servers with 25GB and more. Backup Exec System Recovery software provides Exchange Server backup, Mail Box level restore and bare metal restore capabilities. Though it creates Using Backup Exec System Recovery with SmartFiler Solution SmartFiler Backup Appliance User Guide 33

34 a local backup on a network or USB disk drive, BESR s offsite backup strategy is to manually take the external disk daily for remote storage. This is not practical for most users and it is not any better than a tape backup that requires daily tape transportation. Often Exchange Mailbox Store size is several gigabytes, and hence the cloud backup method offered by BESR using FTP is not practical either. However, when Backup Exec System Recovery software is used with the SmartFiler solution as described here users can get daily automated offsite backup without any manual intervention. Configuration Configuring the Backup Exec System Recovery application with SmartFiler solution is simple. The Onsite SmartFiler exports a disk storage space that can be mapped as a network drive on the Exchange Server. This mapped network drive is used as the destination for BESR to create Recovery Point Sets. The Onsite SmartFiler is configured with a Backup Policy to sync the Recovery Point Sets to the Offsite SmartFiler on a daily schedule. The SmartFiler software is integrated with BESR and can be configured to send users an notification after BESR performs a backup to the Onsite SmartFiler and after a copy of the Recovery Point is moved to the Offsite SmartFiler. The first backup of the Exchange Mailbox Store may be large in size (several gigabytes) and hence should be done by connecting the Offsite SmartFiler to the same LAN as the Onsite SmartFiler and the Exchange Server. After the first big backup is done, i.e., the Backup Exec System Recovery application has created the initial Recovery Point on the Onsite SmartFiler and the Onsite SmartFiler has synced the data to the Offsite SmartFiler, you can relocate the Offsite SmartFiler to a remote location. While configuring the Backup Exec System Recovery the following guidelines must be followed to ensure that the backup to the Offsite SmartFiler happens smoothly even with a low bandwidth Internet connection. 1. Select \\SFbackup\databases as the destination for creating Recovery Point Sets. This ensures that the recovery point sets are created on the Onsite SmartFiler. 2. Provide a value for the option Limit the Number of Recovery Points depending on the size of your Exchange Mailbox Store, size of all other network data backed to the SmartFiler, your Retention Policy and the total storage space available on your SmartFiler. 3. Configure BESR to create a new recovery point set either on a quarterly or yearly basis. You do not want to create a new recovery point set frequently as this would result in backing up the entire Exchange Server. As the creation of a new recovery point set would initiate a big backup, similar to the initial backup, the Offsite SmartFiler should be relocated to the same LAN with the Onsite SmartFiler for a fast backup without relying on your Internet connection speed. You can relocate the Offsite SmartFiler back to the remote location after this new recovery point set creation is completed. 4. Using the Command Files option in the BESR, you can configure the Onsite SmartFiler to send you an notification when Backup Exec System Recovery application completes a backup. Step-by-step instructions with screenshots, is included in the Appendix at the end of this document. Restoring Data SmartFiler Backup Appliance User Guide 34

35 For restoring Exchange Mailbox Store or individual mailboxes, or for a bare metal restore of the Exchange Server, follow the same instructions provided in the Backup Exec System Recovery user guide. In the case of a site level disaster, relocate the Offsite SmartFiler to the same LAN where you want to restore the Exchange Server. Using the SmartFiler web user interface, enable Windows Sharing (from Advanced Options Troubleshooting). Start BESR and point the destination for Recovery Point Set as \\SFbackup\databases. Benefits As indicated in the solution diagram above, SmartFilers can create an onsite and offsite backup of all your data on the network, from Application Servers, File Servers, and Desktops, in addition to the Exchange Server backup. The benefits of using the SmartFiler/BESR solution for Exchange Server Backup are: Offsite Backup without Tapes: You can backupthe Exchange Store data and individual mailboxes to the Onsite SmartFiler several times during business hours and nightly to the Offsite SmartFiler. No need to bother with tapes and tape drives. The Offsite Backup is done automatically with SmartFilers. MS Exchange Data Restore: You can restore the entire Exchange Mailbox Store. Mail Box Restore: You can restore Individual Mail Boxes. You can restore even a folder from an individual mail box. Bare Metal Restore: You can restore the entire Exchange server in case of a system failure. Quick Restore from Offsite: In case of a site level disaster, you can quickly restore your Exchange server and service, even if your Exchange data is over a terabyte, by moving the Offsite SmartFiler onsite and restoring from that. With cloud based offsite backup, it can take over 2 months to download 1TB. Backup Network Drives without Additional Licenses: In addition to backing up the Exchange server, you can backup all your servers and desktops on the network, without any additional licenses or additional cost. Don't Pay Any Monthly Charges: The SmartFiler backup solution does not have any monthly costs; you can keep the Offsite SmartFiler at a location of your choice, including your home with just a DSL service. Most Cost Effective Solution: Using the SmartFiler-BESR to protect an entire office network, including Microsoft Exchange, is the most cost effective solution available in the market today. Conclusion The Exchange Server backup offered by the SmartFiler solution integrated with Backup Exec System Recovery provides an automated and cost effective solution for SMBs to have a comprehensive backup solution that includes mailbox level and bare metal restores. SmartFiler Backup Appliance User Guide 35

36 Appendix C1: Using Backup Exec System Recovery with SmartFiler This appendix provides the steps and screen shots to help configure Backup Exec System Recovery software for the purpose of backing up Exchange Server to the SmartFiler Backup Appliances. Assumptions 1. End user is responsible for obtaining Backup Exec System Recovery. 2. Exchange Server is installed and configured at end user s offices. 3. End user is familiar with Backup Exec System Recovery and Exchange Server. Solution Overview 1. Backup Exec System Recovery is used to select the drive(s) that hold Exchange Server data. 2. Backup Exec is configured to backup Exchange Server data to the \\sfbackup\databases folder on the Onsite SmartFiler. 3. Setup onsite and offsite backup on the SmartFiler. Make sure that the Enable Database Backup Offsite option is enabled. Configuration Steps Open Backup Exec System Recovery and run the Define Backup Wizard. The screen shots given in this document are simply for illustration purposes; use them as a guide and make whatever selections are appropriate for your environment. Figure 1 Select the drive where your Exchange Server data is stored. SmartFiler Backup Appliance User Guide 36

37 Figure 2 Create a Recovery Point Set Figure 3 SmartFiler Backup Appliance User Guide 37

38 Use the Browse button to navigate to the \\sfbackup\databases\ folder. Figure 4 Click Network. Figure 5 SmartFiler Backup Appliance User Guide 38

39 Click SFBACKUP. Figure 6 Enter login credential when prompted. Use backup for both username and password. Figure 7 SmartFiler Backup Appliance User Guide 39

40 Connect to the shared folder SFBACKUP. Figure 8 Select the databases folder. Click OK. Figure 8 SmartFiler Backup Appliance User Guide 40

41 Figure 9 If asked for network login credentials use backup for both username and password. Make the selections to suit your needs. Figure 10 SmartFiler Backup Appliance User Guide 41

42 Set a schedule. Figure 11 Complete the setup. Figure 12 SmartFiler Backup Appliance User Guide 42

43 Monitor the backup as necessary using Backup Exec. Figure 13 As a final step, configure a suitable backup schedule to backup Exchange Server data to the Offsite SmartFiler. Refer to the SmartFiler User Guide for instructions. SmartFiler Backup Appliance User Guide 43