Quick Start Guide for Linux Based Recovery

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1 Cristie Bare Machine Recovery Quick Start Guide for Linux Based Recovery June 2007 Cristie Data Products Ltd Cristie Data Products GmbH Cristie Nordic AB New Mill Nordring Gamla Värmdövägen 4 Chestnut Lane Stroud GL5 3EH Niedernberg SE Nacka United Kingdom Germany Sweden Tel:+44(0) Tel: +49 (0) 60 28/ Tel:+46(0) Fax:+44(0) Fax: +49 (0) 60 28/ Fax:+46(0)

2 Copyright Cristie Data Products Ltd. All rights reserved The software contains proprietary information of Cristie Data Products Ltd; it is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. Due to continued product development this information may change without notice. The information and intellectual property contained herein is confidential between Cristie Data Products Ltd and the client and remains the exclusive property of Cristie Data Products Ltd. If you find any problems in the documentation, please report them to us in writing. Cristie Data Products Ltd does not warrant that this document is error-free. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of Cristie Data Products Ltd. IBM Tivoli Storage Manager (TSM) and TIVOLI are trademarks of the IBM Corporation. PC-BaX, UBax, Cristie Storage Manager (CSM), SDB and CBMR (Cristie Bare Machine Recovery) are trademarks of Cristie Data Products Ltd. HP-UX and HP Ignite-UX are trademarks of the Hewlett-Packard Corporation. Cristie Data Products Ltd New Mill Chestnut Lane Stroud GL5 3EH UK +44 (0) Internet Website:

3 1 Contents 1 Overview Context Pre-Requisites Backup Process Recovery Process The CBMR Configuration Wizard Setting up the Configuration Parameters Storing the Configuration Information with the Backup Storing the Configuration Information in a Specific Location Choosing a DR Backup Location Selecting Volumes To Format DR Setup - Finish Dialog Creating a Disaster Recovery Backup Testing the Backup Location Using Linux Mode Recovery Linux DR Console Restoring your System Linux Recovery Overview Booting the DR Console from CD-ROM Linux Recovery Startup Linux Based Disaster Recovery Console Main Menu Linux Recovery Process Connecting to the Network Read Configuration Setup Network Configuration on Remote (Network) Share Configuration on Local Disk Configuration Stored with Backup Test Connectivity to Backup Location Test Backup Location Access Option Linux Recovery Methods Automatic Recovery Manual Recovery Dissimilar Hardware Recovery Complete Reboot into Windows Restore Application Data and NTFS File Security Glossary of Terms 31 6 Index 32

4 2 1 Overview 1.1 Context Context This document describes the essential elements of CBMR for Windows and Disaster Recovery based upon the tailored Linux recovery module. It is based upon version 5.0 of the software. 1.2 Pre-Requisites Prerequisites An Intel i386 or EMT-64 based processor, with 128MB RAM and 20MB free disk space running one of the following operating systems: Windows NT4 (SP6) Windows 2000 (SP4) Windows XP Windows Backup Process Backup Process Cristie Bare Machine Recovery (CBMR) allows you to perform a bare machine recovery of your system. To do this you must first prepare your system 1 Installation (refer to the CBMR Installation and Licensing Guide) Install the CBMR Backup and Restore software License the Software 2 Configuration Specify where the Configuration Parameters are stored (page 4). Set up the Configuration parameters. Ensure that you have a bootable media (normally the DR CD-ROM). 3 Backup system and user data Perform regular disaster recovery backups (page 13). Perform any extra standard data backups required. You will then be ready to Restore the system from the Disaster Recovery Backup (page 16).

5 Overview Recovery Process Disaster Recovery Process In the event of a disaster, having previously taken a backup of the system and stored the configuration information, Linux mode DR enables you to restore your system to the state at the last DR backup. The CBMR recovery console is supplied on CD-ROM and if your machine supports bootable CD- ROMs (most PCs do) this is the most convenient way to boot the DR module. If the system does not support bootable CD-ROMs you can boot from the network. Contact Cristie for details on how to set this up. The Linux recovery process has 6 main steps 1 Load Configuration data 2 Rebuild storage devices 3 Restore OS files 4 Dissimilar Hardware (if necessary) 5 Boot into Windows 6 Restore NTFS file security

6 4 2 The CBMR Configuration Wizard Configuration information can be stored in the following locations: Floppy disk Network share Local folder Locally attached USB pen drive Collocated with the DR backup Depending on your deployment strategy, you may choose any one of the above. As part of this process the details about the hard disks, operating system, storage and network adapter, network settings and the Backup Location to use will be queried and stored. You can override some of these details if you wish. This phase of the Setup comprises the following stages: 1 Specify where the DR configuration is to be stored. 2 Specify a Backup Location to hold the DR backup 3 Select the disk volumes to be restored and formatted during the recovery process. The next sections discuss these stages in more detail. 2.1 Setting up the Configuration Parameters The configuration information can be stored either: on a floppy on a local folder locally attached USB pen drive on the network collocated with the DR backup If it is stored in a network share, the DR system will need to know the authentication details to gain access. In the CBMR main window, click on Setup Disaster Recovery Configuration: First, you will be offered the choice of where to store your configuration parameters. This can be stored as part of the DR backup itself or any local Backup Location (floppy, USB disk, network share etc.).

7 The CBMR Configuration Wizard Storing the Configuration Information with the Backup 1 In the CBMR main window, click on Setup Disaster Recovery Configuration option. 1 The CBMR Configuration - Welcome page will appear.

8 6 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery 2 Click on Next> and the CBMR Configuration - Select Location page will appear. 3 Select the Store configuration information as part of backup. 4 Press Next> and you will now be prompted to select a Backup Location for the DR backup and configuration.

9 The CBMR Configuration Wizard 7 5 If a VTD is chosen as a Backup Location and it resides on a remote share, the CBMR Configuration - Provide Authentication Details page will be shown to allow the network authentication details to be specified. 6 The CBMR Configuration - Select Volumes to Format page will help you to select the disks and partitions which should be formatted during a recovery. 7 Click on Next> to confirm the disks/partitions for formatting.

10 8 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery 8 Finally click Finish to save the setting. When a DR backup is run, the configuration information will be stored to a folder on the Windows drive named CBMRCFG and this folder will be automatically included with the backup. This folder should neither be removed manually nor its attributes or contents changed. NOTE: If you choose this option you will need to manually specify the Backup Location during the recovery procedure Storing the Configuration Information in a Specific Location This can be useful if: You do not have a floppy or another locally attached drive. A number of similar computers are connected to a network. In the CBMR main window, click on the Setup Disaster Recovery Configuration option. The CBMR Setup Configuration Wizard Welcome will appear.

11 The CBMR Configuration Wizard 9 Click on Next> and the CBMR Configuration - Select Location page will appear. 1 Select the Store configuration information in the following location radio button. 2 If the configuration is to be stored on a local drive such as a floppy or USB disk either use the Browse button to navigate to the folder or specify the path like: A: (root folder on a floppy) F:\Configs (folder on a locally attached USB disk) Saving the configuration to a network share requires a full UNC path to be entered, such as: \\Galaxy\CBMR\Configs To gain access to the network share you may be required to enter your network credentials. Specify your network Domain or Workgroup and a valid network Username and Password. 3 Whether the configuration is stored on a network share or on a local drive, the selected folder must currently exist.

12 10 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery 4 Press Next> and you will now be prompted to select a Backup Location for the DR backup and configuration. 5 The CBMR Configuration - Select Volumes to Format page will help you to select the disks and partitions which should be formatted during a recovery. 6 Click on Next> to confirm the disks/partitions for formatting. 7 Finally click Finish to save the configuration to the selected location.

13 The CBMR Configuration Wizard 11 NOTE: If a UNC path is specified for the configuration location, the same path can be used for all the computers in the workgroup as individual system's configuration will be stored under a folder named after the system's NetBIOS name. 2.2 Choosing a DR Backup Location After choosing a location for the configuration, you will then be asked to select a Backup Location for the DR backup. 1 The drop down control will list all the existing Backup Locations. If you wish to create a new Backup Location just for the DR backup, select Create New... which will show the New Backup Location Wizard. In the example above, a new ITSM Backup Location is being created. Select Create to create the new Backup Location. Once done, select Finished and the control will return to the Select Backup Location page. 2 Press Next> and you will now be prompted to select the disk options for the DR backup and configuration.

14 12 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery 2.3 Selecting Volumes To Format The "CBMR - Select Volumes to Format" page allows you to select the volumes and partitions which should be formatted by the Recovery Console as part of the recovery procedure. The Windows boot and system partitions will be selected by default and you cannot exclude them. All other volumes and partitions can be selected or de-selected by clicking on the selection box which toggles the current selection. 1 Select Next> when you have finished your selections. 2.4 DR Setup - Finish Dialog You have almost completed the DR Configuration setup. (The location for the configuration may be a floppy disk, a network share, a local folder or collocated with the DR backup itself) All of the configuration selections are shown in the scrollable window. Check that all your selections are correct. 1 If you need to modify any of these settings choose the <Back button and modify your selection. 2 If you are happy with the selection choose the Finish button and the DR Setup will add your system configuration data to the configuration location of your choice.

15 13 3 Creating a Disaster Recovery Backup 1 For locally attached physical Backup Locations (i.e. non-itsm), insert a clean tape in the tape drive or ensure there is enough space on the backup disk. 2 Click on the Run or Schedule Disaster Recovery Backup icon in the CBMR main window. The CBMR - Backup Wizard appears. The selected Backup Location is shown and all the settings used for the backup are those that are currently specified for the CBMR application. 1 Select the drive or drives you want to backup. The window shows all the available hard disk drives. You can select all, some or none.

16 14 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery Whatever you choose, the Windows 2000/XP/Server folder, Registry and CBMR folder will always get backed up and additionally in Windows 2000 and above, the "Documents and Settings" directory. 2 The Automatically verify the backup check box will be checked by default which will check the integrity of the DR backup. This is independent of the program default settings. This can be turned off by clearing this box. However, this is not recommended. 3 Select Run the backup now radio button if you wish to run the DR backup on pressing the OK button or select the Schedule it for later radio button if you wish to schedule it either using CBMR Scheduler or Windows Scheduler depending on the default settings. 4 Select Generate scripts only if you wish to prepare a script (disrec.scp) for scheduling the DR backup. NOTE: It is not possible to run a DR backup until the DR configuration has been setup and saved at least once. 3.1 Testing the Backup Location Using Linux Mode Recovery NOTE:- Before storing your Disaster Recovery Disk and the DR Backup tape it is important to check that the Disaster Recovery works and the Backup Location is accessible. You only need to test that you can connect to the backup data. The description below is a summary of the process which is described in more detail in the section on Restoring your System. Insert the Disaster Recovery CD in your CD-ROM drive and reboot your computer from CD. Follow the on-screen instructions and boot the Linux Recovery Console Linux DR Console If successful, Linux DR Console will start. Ensure that your Backup Location is accessible and, if using tape, that it is switched on and has the DR Backup tape inserted. Using a configuration floppy 1 Select option 1, Test Backup Location. A screen message will advise you to insert the DR Configuration disk and the program will ask you for the Media Password, Enter the password if you are using one and then the program will check that a connection can be made to the Backup Location and that a valid tape header can be accessed.

17 Creating a Disaster Recovery Backup 15 2 Now you can EXIT AND REBOOT the machine (option 7). Make sure the disaster recovery tape is clearly labelled. Using a configuration file on the network If you have kept the network details on the configuration floppy 1 Select option 5 (READ CONFIGURATION). 2 Select option 3 (SELECT CONFIGURATION FROM REMOTE SHARE) from the READ CONFIGURATION menu. 3 Select the Copy Files option to copy the configuration files from the network server to the floppy. With no configuration floppy available or collocated with the DR backup 1 Select Option 5 (READ CONFIGURATION). 2 Select option 2 (SETUP REMOTE SHARE) from the READ CONFIGURATION menu. Then provide the network location of the local machine and the network server where the files are stored. 3 Select the Copy Files option to copy the configuration file from the network server to the local machine. NOTE: Store the DR System CD or disks and the DR backup tape in a safe location. It is a good idea to keep more than one copy and store them in different locations.

18 16 4 Restoring your System If the situation arises where you need to recover your system, you have all the necessary information on the DR System CD, the DR Configuration Disk (or file) and the DR Backup to get your system up and running in minimal time. The restore process requires little user intervention. 4.1 Linux Recovery Overview Recovery Process In outline the process for recovering your operating system is in seven steps 1 Boot into Linux from CD 2 Load network and storage device drivers 3 Load DR Configuration data 4 Test connection to Backup Location 5 Run Automatic Recovery 6 Run Dissimilar Hardware Server (if necessary) 7 Boot into Windows Once you become familiar with the process, it can be very quick. 4.2 Booting the DR Console from CD-ROM Insert the bootable DR CD-ROM and reset the machine. You will be initially prompted to choose a DR environment - Linux or WinPE. Choose the appropriate recovery mode. Both environments are compatible with the configuration file and DR backup. 4.3 Linux Recovery Startup 1 After the system has booted into Linux mode, the following prompt will appear

19 Restoring your System 17 Press 'f' to use CBMR configuration floppy disk Press 'u' to use CBMR configuration USB device Press ENTER otherwise Configuration information on floppy 1 If your configuration information is stored on a floppy disk press f and then the ENTER key. The following prompt will appear Please insert CBMR configuration media and press ENTER [/dev/fd0] 2 Insert the floppy disk labelled Cristie DR Configuration disk and press ENTER. Configuration information on USB device 1 If your configuration information is stored on a USB device (such as a USB disk) press u and then the ENTER key. The following prompt will appear Please insert CBMR configuration media and press ENTER [/dev/sda] 2 Insert the device and press ENTER. Sometimes you will find that the USB device is partitioned. So, if the instruction is repeated type /dev/sda1 and then press ENTER 3 Drivers will be normally be autoloaded. You will be asked Do you wish to load the xxxxxxx driver (Y/N)? Normally the response is Y and ENTER. Repeat this for each detected driver. Remote Control Finally the following prompt will appear Press 'r' to use remote control or ENTER otherwise 1 Press 'r' if the remainder of the recovery process is to be performed from a remote location via a SSH client. This will then display information required to support a remote connection to the recovering system. 2 Otherwise press ENTER to continue and display the main Linux based BMR Console.

20 18 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery 4.4 Linux Based Disaster Recovery Console Main Menu When you boot the Linux DR environment, you will see the Disaster Recovery Console Main Menu as below. 1 Test Backup Location (page 26) allows you to check that the DR Backup Location is accessible. 2 Automatic Recovery restores the system using the parameters provided on the configuration floppy. 3 Manual Recovery allows you to perform the recovery step-by-step. This is for experienced Linux users. 4 Hardware Drivers allows you to load the correct drivers for your hardware if you restore your system to a different hardware than the original one. 5 Read Configuration allows you to to set up the location of the system configuration if located on a network share or collocated with the backup itself. 6 Advanced Options require a knowledge of both the Windows 2000/XP/Server 2003 and the Linux operating system. The options are supplied in order that Cristie Technical support can better assist you, should recovery problems exist. 7 Exit And Reboot will exit the recovery console and reboot the machine. You will be prompted to remove the CD and any USB or floppy media Linux Recovery Process Having booted into Linux, we now have to work towards retrieving the configuration and backup data. If the Configuration Data was stored on floppy disk or USB disk, then we will have already loaded it as part of the startup process. Otherwise we now have to load it from a network share or from the Backup Location. At this point we will assume that we need to connect to the network.

21 Restoring your System Connecting to the Network Loading/Checking Network Driver The first thing you need to know is that the network driver is loaded. Without this you cannot connect to the network. Select HARDWARE DRIVERS and then LIST LOADED MODULES. This will show you a list of successfully loaded SCSI (not IDE), RAID and network modules. You will need both storage and network drivers to complete the recovery.

22 20 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery If the network driver is not loaded then you should load it manually via HARDWARE DRIVERS/LOAD MODULES/NETWORK MODULES from which you select the appropriate driver for your machine. Once you think it has been loaded, you can check this via LIST LOADED MODULES (see above). Now you need to assign an IP address to the network interface using SETUP NETWORK in the READ CONFIGURATION menu. 4.5 Read Configuration Select the Read Configuration options to setup the location of the system DR recovery configuration or to set the network settings for the recovering machine. Note that the configuration may be held on a local disk (floppy or USB disk), network share or collocated with the backup. The following sections explain each option in more detail.

23 Restoring your System Setup Network Use this menu option to setup the local network interface settings for the recovering machine. IPAddress This should be set to the local IP address to be used for the local network interface setup for connecting to the share containing the machine configuration. Note that this IP address need not be the same as the permanent IP address for this machine, and a single address could be used for many machines, providing that they are not used at the same time. This field can take the value DHCP if a DHCP server is to be used. SubnetMask This field specifies the subnet mask for the network interface. This field can take the value DHCP if a DHCP server is to be used. Gateway This field specifies the gateway to be used to connect to the remote share. If no gateway is required this field can be left blank. This field can take the value DHCP if a DHCP server is to be used. Nameserver This field specifies the nameserver to be used for hostname lookup. If hostname lookup is not required this field can be left blank. Network Interface This field specifies the network interface which should be used to connect the remote share. This will take values like eth0, eth1 etc., where eth0 refers to the first ethernet adapter. If this is left blank, the first available interface will be used. Once you click on OK, the software will attempt to assign the specified IP address to the interface. You can check this if necessary by switching to another BASH shell (<Alt><F2>) and typing ifconfig. This will show you if an IP has been assigned to the interface and you may also use the ping command from here to test connectivity. Return to the GUI by pressing <Alt><F1>.

24 22 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery Configuration on Remote (Network) Share In order to use configuration information located on a remote share first setup access to the network share itself and then select the desired configuration from the share (there may be more than one). Setup (page 22) Select Configuration (page 23) Setup Remote Share First you may need to set Local IP settings. Use the Setup Network menu option to do this. ServerShare This field should contain the server share name which contains configuration information. The share name should be of the form \\<hostname>\<share>. The hostname can be specified rather than using an IP address as this is specified elsewhere.

25 Restoring your System 23 ConfigPath The path under the share where the configuration information is stored. This path should start with \ UserName A username which has read access to the share containing configuration information. Password The password corresponding to the above username. Note that the password field will not be displayed on screen. ServerIPAddress This field should contain the IP address of the server which holds the configuration information. Workgroup This field should contain the workgroup or domain name for the server containing the network configuration. Select Configuration from Remote Share This option will give the user a menu based on available remote configurations. The user should choose the correct configuration for the hostname of his system. Note that an incorrect choice of configuration may not work on the user's system. The system drivers and other configuration details will then be copied to the local system from the remote server share Configuration on Local Disk In order to load configuration data from a local disk e.g. floppy or USB, you will need to specify the path to the device itself. Linux can then create a mount point for the device and copy it into memory.

26 24 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery Setup Local Disk If the configuration is held on a local disk (not already specified), use this menu option to define the device and path of the configuration. Read Configuration From Local Disk Allows the configuration to be read from a local disk such as floppy or USB disk. After reading the configuration the following is displayed (files have been copied to local workspace): Configuration Stored with Backup When the configuration data is stored along with the backup data, you need to specify where to find the backup data. You do this by defining a Backup Location in much the same way as needed when you saved the Configuration Data in the first place. Once you have set this up, you can attempt to read the configuration data from that location.

27 Restoring your System 25 Setup Backup Location This option allows you to select a Backup Location for the restore operation and to update the password for the ITSM client node. 1 Scan New Backup Location will attempt to locate any directly attached devices like SCSI tape or Autoloaders. It will not detect TSM devices. 2 Select Location will allow you to select a Backup Location for restore. By default the location stored in the configuration file Disrec.ini file will be used for the restore. This is useful if you maintain different versions of data under different locations. 3 Update Password will allow you to update the TSM Backup Location with a new password. It is possible you periodically change the password to your TSM client node. In this case the original password stored with the configuration information file Devices.ini will no longer valid. Using this option, it is possible to update the password. NOTE: Passwords are always encrypted using Cristie's proprietary encryption algorithm before storing.

28 26 Read Configuration From Backup Location Once the Backup Location has been created, select option 7 to read the configuration from the designated backup device setup from option 6. This will result in the backup being accessed to retrieve the configuration details. You may be prompted for a password if the backup is password protected. 4.6 Test Connectivity to Backup Location Test Backup Location Access Option This option allows you to confirm that backup location is accessible without making any changes to the system being recovered. This is normally the first thing to do when presented with the DR console. When you select this option, the DR system uses the driver information saved in the Configuration file to attempt to read the volume header on the media at the backup location and display the results on screen. If the configuration file is held on a remote fileserver, you must first select the Read Configuration option to select the location of the configuration and to copy the configuration file to the local machine. If you have not saved the server configuration details to a configuration floppy, you must set up the server configuration details before you can copy the file. Selecting the Test Backup Location Access option and after a wait of a few seconds you should see

29 Restoring your System 27 a message with some information about the backup location the volume header name, comments and creation time. If all this information is displayed correctly then the program has successfully accessed the backup location. If there was a problem with accessing the backup location an error message will be displayed. 4.7 Linux Recovery Methods Automatic Recovery This is the usual method for recovering a machine to its previous state. There are 4 stages in a recovery. Partition disk Format drive Restore files Make disk bootable To invoke automatic recovery, select the menu item and answer Yes to the Are You Sure dialogue box.

30 28 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery Manual Recovery Manual Recovery allows you to have more control over the recovery process. In particular the disk partitioning and drive formatting elements. The configuration data is still needed for manual partitioning. Please refer to the CBMR Technical Reference manual for details of the process Dissimilar Hardware This is the point at which you can load new Windows drivers onto the recovering machine. For details of the techniques and methods used please refer to the CBMR Technical Reference manual Recovery Complete When recovery has been completed, return to the GUI and select Exit and Reboot. You will be asked to remove the boot media (floppy disk, CD-ROM or both). After this is completed, the machine will reboot and Windows will take over to convert filesystems, if necessary, and to restore any remaining files and information, if that was specified in the DR parameters. 4.8 Reboot into Windows After removing the CD-ROM and rebooting the machine, the Windows operating system will start. Once you have logged in the system will ask you to convert the partition and format information from Linux to Windows. When you see the wizard form (as below) the selected disks will all be partitioned and the Windows drive will be in FATxx format ready to be converted to NTFS (if necessary). Other selected drives will not yet be formatted. N.B. If you are recovering a Domain Controller then you will not be able to login with the normal administrator password. Instead you will need to boot the system (using <F8>) into the Directory Services Restore Mode and provide the special Administrator password that was created when the server was initially promoted to Domain Controller. You will need to use this until the files system has been converted to NTFS and the security information has been recovered on each file.

31 Restoring your System 29 When you first reboot into Windows after a Linux recovery, the following screen is shown. You will notice on this screen that, if the original machine used a NTFS filesystem, there are two desktop.ini instances open in Notepad. Ignore these; they will remain until you have restored the NTFS file attributes to the server. On the CBMR Welcome window click Next. The CBMR Format window is now displayed. This enables you to specify the character that is used by the Format and Convert commands. Select Next to mon to the final screen of this phase.

32 30 Quick Start Guide for Linux Based Recovery Cristie Bare Machine Recovery OK will cause the machine to reboot, convert FATxx filesystems to NTFS, if that was the original filesystem, and then reboot so that the machine is booted with a NTFS filesystem. You will now see the window below after login. Although a NTFS filesystem has been loaded, the NTFS file attributes still need to be restored to each file. 4.9 Restore Application Data and NTFS File Security The remaining files need to be restored to the recovering machine and the files that have already been recovered do not yet have any of their NTFS file attributes. This can be remedied in a single step if a full machine backup is available. Normally this will come from an ITSM backup which can be restored with the Backup/Archive Client that has already been restored. You may also retrieve the file attributes from the DR Backup. When running the restore, make sure that you do NOT restore System State. This would conflict with any changes that are made by a Dissimilar Hardware Recovery or by Windows Plug n Play. Also when running the restore after Dissimilar Hardware Recovery, if you have changed the CPU type then you must ensure that these files are not overwritten. You may do this either by excluding the files NTOSKRNL.EXE, HAL.DLL and NTKRNLPA.EXE or by copying them to a temporary folder and then copying them back after the restore (and before rebooting).

33 31 5 Glossary of Terms O Overview This document describes how to setup the Windows PE based DR environment for CBMR so that it can be network booted from a Microsoft RIS server. You can use Remote Installation Services (RIS) for Windows 2000/2003 to install a local copy of the operating system to other computers from remote locations. You can start up your computer, contact a Dynamic Host Configuration Protocol (DHCP) server for an Internet Protocol (IP) address, and then contact a boot server to install the operating system. RIS requires several other services. These services can be installed on individual servers, or all of these services can be installed on a single server. The type of installation depends upon your network design: DNS server: RIS relies on DNS for locating the directory service and client computer accounts. You can use any Windows 2000/2003 Active Directory service-compliant DNS server, or you can use the DNS server that is provided with a Windows 2000/2003 Server. Dynamic Host Configuration Protocol (DHCP) server: RIS requires an active DHCP server on the network. The remote boot-enabled clients receive an IP address from the DHCP server before they contact RIS. Active Directory: RIS relies on Windows 2000/2003 Active Directory for locating existing clients as well as existing RIS servers. RIS must be installed on a Windows 2000/2003-based server that has access to Active Directory, for example, a domain controller or a server that is a member of a domain with access to Active Directory. This document should be read in conjunction with the Microsoft RIS help or the MS Knowledgebase articles How To Use Remote Installation Service to Install Windows Server 2003 on Remote Computers (325862) and How To Use Remote Installation Service to Install Windows 2000 Professional on Remote Computers (300483). Backup Selections (Scripts) Definition A list of drives, folder and files to be backed up or restored. Held in a 'script' file for repeated use. The list may include or exclude certain selections. The selection script file also contains encrypted passwords for volume header and datasets. CBMR is provided with a standard script for performing a full DR backup called CBMR.SCP. CBMR The Cristie Bare Machine Recovery product. DR A reference to Disaster Recovery.. Open File Module (OFM) for CBMR For Windows 2000 systems, OFM (Open File Module) allows for the safe backup of files that are used by other applications like and database servers. On Windows 2000 CBMR includes OFM by default and no additional configuration is necessary for this. For Windows XP/2003 systems the VSS open file manager is used instead. VSS is provided by Microsoft as an integral part of these Operating Systems. PC-BaX The Backup and Recovery Software from Cristie, which forms the backup/restore engine of CBMR. Volume Shadow Copy Service (VSS) The Volume Shadow Copy Service provides the backup infrastructure for the Microsoft Windows XP and Microsoft Windows Server 2003 operating systems, as well as a mechanism for creating consistent point-in-time copies of data known as shadow copies. CBMR makes use of this technology. Note: This document considers the 32-bit version of CBMR WinPE only.

34 32 6 Index A Automatic Recovery 27 B Backup Process 2 Backup Selections (Scripts) Definition 31 Booting the DR Console from CD-ROM 16 C CBMR 31 Choosing a DR Backup Location 11 Configuration on Local Disk 23 Configuration on Remote (Network) Share 22 Configuration Stored with Backup 24 Connecting to the Network 19 Context 2 Creating a Disaster Recovery Backup 2, 13 D Dissimilar Hardware 28 DR 31 DR Setup - Finish Dialog 12 L Linux Based Disaster Recovery Console Main Menu 18 Linux Recovery Methods 27 Linux Recovery Overview 16 Linux Recovery Process 18 Linux Recovery Startup 16 Loading/Checking Network Driver 19 M Manual Recovery 28 O Open File Module (OFM) for CBMR 31 Overview 2, 31 P PC-BaX 31 Pre-Requisites 2 R Read Configuration 20 Read Configuration From Backup Location 26 Read Configuration From Local Disk 24 Reboot into Windows 28 Recovery Complete 28 Recovery Process 3 Restore Application Data and NTFS File Security 30 Restoring your System 2, 16 S Select Configuration from Remote Share 22, 23 Selecting Volumes To Format 12 Setting up the Configuration Parameters 2, 4 Setup Backup Location 25 Setup Local Disk 24 Setup Network 21 Setup Remote Share 22 Storing the Configuration Information in a Specific Location 8 Storing the Configuration Information with the Backup 5 T Test Backup Location Access Option 18, 26 Test Connectivity to Backup Location 26 Testing the Backup Location Using Linux Mode Recovery 14 The CBMR Configuration Wizard 4 V Volume Shadow Copy Service (VSS) 31

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