Administration GUIDE. Exchange Database idataagent. Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 233

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1 Administration GUIDE Exchange Database idataagent Published On: 11/19/2013 V10 Service Pack 4A Page 1 of 233

2 User Guide - Exchange Database idataagent Table of Contents Overview Introduction Key Features Add-On Components Customized Features for Your Exchange Version Terminology system requirements - exchange database idataagent Deployment - exchange database idataagent Getting Started - Exchange database configuration Getting Started - Exchange database Backup Getting Started - Exchange database Restore Configuration - Advanced Features for Exchange 2010 Features for Exchange 2007 Features for Exchange 2003 Understanding the CommCell Console Pre-Selecting a Backup Type Creating User-Defined Subclients Configuring Event Check During Backups Configuring Database Availability Group (DAG) Backups Modifying an Agent or Subclient Deleting an Agent or Subclient Understanding the CommCell Console Understanding the CommCell Console Pre-Selecting a Backup Type Pre-Selecting a Backup Type Creating User-Defined Subclients Creating User-Defined Configuring Event Check During Backups Subclients Configuring Backups of Locked Databases Prevent Log Truncation During Backups Configuring Cluster Continuous Replication (CCR) Backups Modifying an Agent or Subclient Deleting an Agent or Subclient Configuring Event Check During Backups Configuring Backups of Locked Databases Prevent Log Truncation During Backups Modifying an Agent or Subclient Deleting an Agent or Subclient Backup - Advanced Full Backup Incremental Backups Differential Backups Pause Consistency Checks During Backups Scheduling A Backup Managing Jobs Restarting Jobs Controlling Jobs Additional Options Published On: 11/19/2013 V10 Service Pack 4A Page 2 of 233

3 Restore - Advanced Exchange 2010 Exchange 2007 Exchange 2003 Restoring a Database Performing an Out-of-Place Restore Keep Existing Transaction Logs (No Loss Restore) Browsing Data Scheduling a Restore Listing Media Managing Restore Jobs Additional Restore Options Restoring a Database Performing an Out-of-Place Restore Restoring Logs Keep Existing Transaction Logs (No Loss Restore) Enhancing Restore Performance from Tapes (One-Pass Restore) Browsing Data Scheduling a Restore Listing Media Managing Restore Jobs Additional Restore Options Restoring a Database Restoring Logs Keep Existing Transaction Logs (No Loss Restore) Enhancing Restore Performance from Tapes (One-Pass Restore) Automatically Mount Database After Restore Browsing Data Scheduling a Restore Listing Media Managing Restore Jobs Additional Restore Options Data Aging Getting Started Extended Retention Rules Disaster Recovery Planning for a Disaster Recovery Disaster Recovery of the Exchange Database Additional Operations Audit Trail Auxiliary Copy License Administration Operation Window Online Help Links Schedule Policy Storage Policy Subclient Policy Uninstalling Components Offline Database Restore (Administrator) Deployment Setup Advanced Offline Database Restore (user) Getting Started Advanced srm for exchange database - basic Published On: 11/19/2013 V10 Service Pack 4A Page 3 of 233

4 srm for exchange database - advanced srm for exchange database - filters srm for exchange database - summaries srm for exchange database - faqs Frequently Asked Questions troubleshooting (backup) troubleshooting (restore) online help Published On: 11/19/2013 V10 Service Pack 4A Page 4 of 233

5 Overview - Microsoft Exchange Server idataagents Table of Contents Introduction Key Features Database Protection for Disaster Recovery Granular Protection of Messages and Mailbox Items Granular Public Folder Protection for Shared Information Add-On Components SnapProtect Backup Outlook Add-In Offline Database Restore Content Indexing and Search Terminology Introduction The Exchange Server idataagents provide a unified protection and recovery vehicle for all Exchange data in your enterprise. In addition to complete protection of entire Exchange databases for disaster recovery, more granular backup and recovery options are available for mailboxes and public folders. Added options for Outlook integration, deduplication, content indexing, and advanced reporting help ensure all your Exchange data is easily traceable and retrievable whenever the need arises. Key Features The Exchange Server idataagents offer the following key features: Database Protection for Disaster Recovery The Exchange Database idataagent backs up each Exchange database, which includes the following key components: Information Stores containing individual user mailboxes Public Folder Stores containing data shared among multiple users Published On: 11/19/2013 V10 Service Pack 4A Page 5 of 233

6 Transaction Logs In the event of a serious system failure, such as the breakdown of hardware, software, or operating systems, the Exchange Database idataagent provides point-in-time recovery of a given database, ensuring that the state of the Exchange Database as it existed at any given time is ready for use whenever necessary. Granular Protection of Messages and Mailbox Items The Exchange Mailbox idataagent backs up individual mailboxes for quick retrieval of individual mailbox data, such as messages and attachments, that may have been lost from a user's Outlook mailbox. Regular backups of mailboxes also provide the facility to quickly restore entire mailboxes without requiring restores of the Exchange database. Granular Public Folder Protection for Shared Information The Exchange Public Folder idataagent backs up public folders for quick retrieval of shared data between Exchange users, such as group documents, messages, attachments, and calendars. As with the Exchange Mailbox idataagent, regular backups of mailboxes also provide the facility to quickly restore any number of public folders without requiring restores of the Exchange database. add-on components SnapProtect Backup SnapProtect Backup enables you to create a point-in-time snapshot by temporarily quiescing the data, taking a snapshot, and then resuming live operations. SnapProtect backups work in conjunction with hardware snapshot engines. Outlook Add-In Outlook Add-In fully integrates with Microsoft Outlook to provide users with a convenient way to browse, search and restore mailbox items directly from Outlook. All mailbox entities, including messages, attachments, calendar items, and notes, are retrievable from either the locally installed Outlook application or the Outlook Web Access web browser application. Offline Database Restore Offline Database Restore using the Exchange Offline Mining Tool provides Exchange users with the ability to restore mail messages, attachments, and other mailbox entities from an offline copy of the Exchange database. This capability is especially useful in environments where the Exchange Server experiences significant day-to-day overhead. By providing users with an offline copy of the Exchange database to retrieve their data, the Exchange Server does not experience the reduction in performance it otherwise would if users retrieved their data from it directly. Content Indexing and Search Content Indexing and Search enables users to content index their data and later search the data from a user-friendly web interface. The users can also perform restore operations or other advanced actions on the searched data. Terminology The Microsoft Exchange Server idataagent documentation uses the following terminology: Database Non-Exchange Server Affinity Includes all operational elements of the Exchange Server, such as Stores, Transaction Logs, Patch Files, and Exchange Organizational Data. A computer other than the Exchange Server on which the Mailbox and Public Folder idataagents may be installed. Using a non-exchange Server often results in less overhead on the Exchange Server during backup and restore operations. An association between two entities used in Automatic Discovery scenarios. For example, automatic discovery of mailboxes by database affinity implies the mailbox is included in the selected database. Published On: 11/19/2013 V10 Service Pack 4A Page 6 of 233

7 System Requirements - Exchange Database idataagent System Requirements Supported Features License Requirements The following requirements are for the Microsoft Exchange Database idataagent: Application Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Microsoft Exchange bit Server up to the latest service pack Operating System Windows Server 2012 Microsoft Windows Server 2012 Editions Windows Server 2008 Microsoft Windows Server 2008 x64 Editions* *Core Editions not supported Windows Server 2003 Microsoft Windows Server bit and x64 Editions with a minimum of Service Pack 2 Cluster - Support The software can be installed on a Cluster if clustering is supported by the above-mentioned operating systems. For information on supported cluster types, see Clustering - Support. Hard Drive 1 GB of minimum disk space is required for installing the software. 256 MB of free disk space is required for job result directory. 256 MB of free disk space is required for log directory. Processor All Windows-compatible processors supported Supported Components Exchange Offline Mining Tool The Exchange Offline Mining Tool is supported on any Windows Server platform. Notes on Exchange Offline Mining Tool Installation The following additional software packages must be installed on the same computer where the Exchange Offline Mining Tool is installed, if they are not already present on the computer:.net Framework 4.0 (will be automatically installed during Offline Mining Tool installation, if needed) Microsoft Outlook 2003 (or later) For Exchange Server 2010 Editions, the Exchange Offline Mining Tool is supported only with 32-bit versions of Outlook. Published On: 11/19/2013 V10 Service Pack 4A Page 7 of 233

8 For Exchange Server 2013, the Exchange Offline Mining Tool is supported only with 32-bit versions of Outlook. Miscellaneous The File System idataagent will be automatically installed during installation of this software, if it is not already installed. For System Requirements specific to the File System idataagent, refer to System Requirements - Microsoft Windows File System idataagent..net Framework.NET Framework 4.0 is automatically installed. Note that.net Framework 4.0 can co-exist with other versions of this software. Microsoft Visual C++ Microsoft Visual C and 2008 Redistributable Packages are automatically installed. Note that these Visual C++ Redistributable Packages can co-exist with other versions of this software. DISCLAIMER Minor revisions and/or service packs that are released by application and operating system vendors are supported by our software but may not be individually listed in our System Requirements. We will provide information on any known caveat for the revisions and/or service packs. In some cases, these revisions and/or service packs affect the working of our software. Changes to the behavior of our software resulting from an application or operating system revision/service pack may be beyond our control. The older releases of our software may not support the platforms supported in the current release. However, we will make every effort to correct the behavior in the current or future releases when necessary. Please contact your Software Provider for any problem with a specific application or operating system. Additional considerations regarding minimum requirements and End of Life policies from application and operating system vendors are also applicable Published On: 11/19/2013 V10 Service Pack 4A Page 8 of 233

9 Deployment - Exchange Database idataagent Where to Install Install the Exchange Database idataagent on the Exchange Server. The computer will be added as a client in the CommCell as soon as the installation completes successfully. Before You Begin System Requirements Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements. Download Software Packages Download the latest software package to perform the install. To install Exchange Mailbox idataagent together with Exchange Database idataagent, see Deployment - Exchange Mailbox idataagent. To install Exchange Public Folder idataagent together with Exchange Database idataagent, see Deployment - Exchange Public Folder idataagent. Prerequisites Before installing the agent, ensure that the user is a member of : Backup Operator Exchange Trusted Subsystem Local Administrator group Installation The software can be installed using one of the following methods: Method 1: Remote Install Using CommCell Console Use this procedure to install remotely on a client computer. Method 2: Interactive Install - Standard Use this procedure to install the software using the standard installation options. Method 3: Interactive Install - Custom Use this procedure to install the software by specifying installation settings and options. Method 1: Remote Install Using CommCell Console 1. Open CommCell Console: Click Start and point to All Programs. Click HDPS. Click Backup and Recovery Administrative Console. 2. From the CommCell Browser, click Tools Add/Remove Software Install Software. Published On: 11/19/2013 V10 Service Pack 4A Page 9 of 233

10 3. Click Next. 4. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 10 of 233

11 5. Click Manually Select Computers. Click Next. 6. Enter the fully qualified domain name of the client computer. For example: mycomputer.mydomain.mycompany.com Click Next. Do not use space and the following characters when specifying the Host Name: \ `~!_@#$%^&*()+=<>/?,[]{}:;'" Published On: 11/19/2013 V10 Service Pack 4A Page 11 of 233

12 7. Choose one of the following: Click Next if you want to use the default cache location Click Override Software Cache and specify a new location in the Software Cache box and then click Next The software cache is the location from where the remote install program installs the software. This screen will not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache. 8. Specify the User Name and Password that must be used to access the client computer, and then click Next. The user must be an Administrator or a member of the Administrator group on that computer. Account information is required while performing remote installs for the first time on a client. For subsequent remote installs on that client, click Next without specifying the account information. Published On: 11/19/2013 V10 Service Pack 4A Page 12 of 233

13 9. Click Database under Exchange. Click Next. 10. Select the following: Select a client group from the available Client Groups, and then click Add. From the Global Filters list, select one of the following: Use Cell level Policy to inherit the global filter policy configuration set for the CommCell. Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell. Do not use Global Filters if you plan to define specific filters for the Agent. From the Storage Policy To Use list, select a storage policy. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. Published On: 11/19/2013 V10 Service Pack 4A Page 13 of 233

14 11. Choose one of the following: Click Next if you want to backup data that has changed since the last backup of any type. Click Differential Backup if you want to backup data that has changed since the last full backup and then click Next. Click the Help button to get more information on the available options. 12. Click Next. If necessary you can select additional options. Click the Help button to get more information on the available options. Published On: 11/19/2013 V10 Service Pack 4A Page 14 of 233

15 13. Click Next. If necessary you can select optional settings. Click the Help button to get more information on the available options. 14. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. Published On: 11/19/2013 V10 Service Pack 4A Page 15 of 233

16 15. Click Next. 16. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 16 of 233

17 17. You can track the progress of the job from the Job Controller window of the CommCell console. From the Home menu, click Job Controller. Once the job is complete, view the job details from the Admin Job History. Right-click the <CommServe>, point to View and then click Admin Job History. Click Select Install/Upgrade/Remove/Repair Software. Click OK. Published On: 11/19/2013 V10 Service Pack 4A Page 17 of 233

18 You can view the following by right-clicking the job: Details of the job Option to Resubmit the job Events associated with the job Logs associated with the job Option to send the Logs associated with the job 18. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click folder. button to select the Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Published On: 11/19/2013 V10 Service Pack 4A Page 18 of 233

19 Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. This will create a storage policy. Click to proceed to the Configuration section. Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information. Method 2: Interactive Install - Standard 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 19 of 233

20 4. Click Standard. Click Next. 5. Click Join an Existing CommCell. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 20 of 233

21 6. Click Exchange. Click Next. 7. Verify the default location for software installation. Click Next. If necessary, click Browse... to change the default location. Do not install the software to a mapped network drive Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only Published On: 11/19/2013 V10 Service Pack 4A Page 21 of 233

22 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. 9. Click Yes. 10. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 22 of 233

23 11. Select one of the following: If firewall configuration is not required, click Next. If this computer and the CommServe is separated by a firewall, click Configure firewall services. For firewall options and configuration instructions, see Firewall Configuration and continue with the installation. 12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box. Do not use space and the following characters when specifying the CommServe Host Name: \ `~!@#$%^&*()+=<>/?,[]{}:;'" Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 23 of 233

24 13. Enter the following: The local (NetBIOS) name of the client computer is displayed in the Select a Client name list. If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console. Do not use spaces when specifying a new name for the client. The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card). If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe. Click Next. If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified. 14. Select one of the following options: If you do not want to disable Windows Firewall, click Next. If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next. You will get this screen if you did not configure the firewall settings in step 11. Published On: 11/19/2013 V10 Service Pack 4A Page 24 of 233

25 15. Select a Client Group. Click Next. This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups. 16. Select a storage policy from the Storage Policy list. Click Next. If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step 18. Published On: 11/19/2013 V10 Service Pack 4A Page 25 of 233

26 17. Select Exchange Server Name and Exchange Server Version from drop-down list. Click Next. 18. Select the backup type for Exchange Database backups. Choose either of the following options, then click Next. Differential - Specifies that each non-full Exchange Database backup secures all data that has changed since the last full backup. Transaction logs are not purged. Incremental - Specifies that each non-full Exchange Database backup secures only that data that has changed since the last backup of any type. Committed transaction logs are purged. Published On: 11/19/2013 V10 Service Pack 4A Page 26 of 233

27 19. Enter the following Exchange Administrator information, and then click Next. Account Name - Domain user account created with the exchange server administrator permissions. Do not include the domain name here. Account Password - The password assigned to the domain user. Mailbox Name for this Account - Mailbox associated with the user above. Profile Name - Specify profile name to be created during agent install. This profile is associated with the domain user's mailbox. Exchange Server Name - Name of the Exchange Server that the agent will communicate with for data protection and recovery operations. Enter the Mailbox Role Server name (NetBIOS). After installation configure the roles as described in Configure Mailboxes in Database Availability Group (DAG) Servers. Domain - The installation detects and enters a domain name. If necessary, modify the domain name by specifying Windows domain that the Exchange Server resides in. 20. Click Finish. This screen will reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 27 of 233

28 If you already have a storage policy selected in step 16, click to proceed to the Configuration section. If you do not have Storage Policy created, continue with the following step. 21. To create a storage policy, you must have configured a library in the CommCell. If you do not already have a library configured, go to Disk Library Creation. If you have a library configured, go to Storage Policy Creation. DISK LIBRARY CREATION: 1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library... Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks Create Library and then click Disk Library From the Add Disk Library dialog box, specify the following: In the Name box, specify name of the disk library. From the MediaAgent list, select the MediaAgent. Perform one of the following: Select Local Path if you wish to specify a local path in the MediaAgent computer. In the Disk Device box, type the name of the folder in which the disk library must located or click folder. button to select the Select Network Path, if you wish to specify a network path as the target share. In the Connect As box, type the user name. In the Password and Verify Password box, type the password to access the network share. In the Folder box, type the mount path or click button to select a mount path. Click OK. 3. The newly created disk library will be displayed under Libraries node. This will create a library and Storage Policy. Click to proceed to the Configuration section. Published On: 11/19/2013 V10 Service Pack 4A Page 28 of 233

29 Storage Policy Creation 1. From the CommCell Browser, navigate to Policies. 2. Right-click the Storage Policies and then click New Storage Policy. 3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below: Select the Storage Policy type as Data Protection and Archiving and click Next. Enter the name in the Storage Policy Name box and click Next. From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next. Ensure that you select a library attached to a MediaAgent operating in the current release. From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next. For the device streams and the retention criteria information, click Next to accept default values. Select Yes to enable deduplication for the primary copy. From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB). In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next. Review the details and click Finish to create the Storage Policy. This will create a storage policy. Click to proceed to the Configuration section. Default Options Selected During Standard Install Listed below are the default options that are automatically selected while performing the Standard Install. OPTION ENABLED / DESCRIPTION DISABLED Add programs to the Windows Firewall Exclusion List Disabled This option allows you to add Data Protection Suite Published On: 11/19/2013 V10 Service Pack 4A Page 29 of 233

30 programs to the Windows Firewall exclusion list. This option is not selected. Global Filter Options Enabled This option is used to filter out specific directories or files from the backups within the CommCell. The filters are set using the Control Panel in the CommCell Console and, if enabled, they will be effective for the default subclient. Cell level policy is automatically selected. Components installed by default during Standard Install Listed below are the components that are installed by default while performing the Standard Install: SELECTED PACKAGE COMPONENTS INSTALLED Exchange Exchange Database idataagent Exchange Mailbox idataagent Exchange Public Folder idataagent File System Core Windows File System Method 3: Interactive install - Custom 1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer. 2. Run SetupAll.exe from the Software Installation Discs. 3. Click I accept the terms in the license agreement. Click Next. 4. Click Custom. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 30 of 233

31 5. Click Select components to install on this computer and click Next. 6. Expand Exchange, and then click Database. Click Next. Published On: 11/19/2013 V10 Service Pack 4A Page 31 of 233

32 7. Verify the default location for software installation. Click Next. If necessary, click Browse... to change the default location. Do not install the software to a mapped network drive Do not use the following characters when specifying the destination path: / : *? " < > # It is recommended that you use alphanumeric characters only 8. Click Install. The Summary on your screen should reflect the components you selected for install, and may look different from the example shown. Published On: 11/19/2013 V10 Service Pack 4A Page 32 of 233