1 Yosemite Server Backup User s Guide Part number: First edition: March 2009
2 Legal and notice information Copyright 2004, 2009 Barracuda Networks, Inc Under copyright laws, the contents of this document may not be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without prior written consent of Barracuda Networks, Inc.. Notice Information in this document is subject to change without notice. Barracuda Networks, Inc. makes no representations or warranties with respect to the contents of this document and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Further, Barracuda Networks, Inc. reserves the right to revise this publication and to make changes without obligation to notify any person or organization of such revisions or changes. Trademarks Yosemite Server Backup is a trademark of Barracuda Networks, Inc.. Windows and Windows NT are registered trademarks of Microsoft Corporation. Netscape is a registered trademark of Netscape Communications Corporation. Adobe, Acrobat and Acrobat Reader are registered trademarks of Adobe Systems Incorporated.
3 Contents Before You Begin Intended audience Related documentation Document conventions and symbols Release notes Online Help Screen Shots Features Customer Support Overview Concepts Backup Restore Disaster recovery Architecture User Interface The Administrator The Quick Access taskbar icon Jobs Your First Backup and Restore Log in to the Administrator A Simple, Immediate Backup Restore to a Different Location Administering Backup Using the Administrator Starting Yosemite Server Backup Administrator Login Window Logging on the first time Selecting a Backup Domain User name and password Changing your password Alternate profiles and the support profile Logging out Yosemite Server Backup Window Menu bar Desk bar Tool bar Task and information panes Detail viewing area Status bar Working with Objects in the Yosemite Server Backup Window Viewing objects Keyboard shortcuts Shortcut menus Find button Property pages User s Guide 3
4 Opening property pages Missing features Customizing the main Yosemite Server Backup window Setting user interface preferences Creating a custom desk bar Changing the icon associated with an object Adding custom descriptions to objects Customizing profiles Using Quick Access from Taskbar Installing and running the Quick Access application Viewing Yosemite Server Backup status Accessing Yosemite Server Backup functions Jobs Media Alerts Logs Settings Open Administrator Logout Exit About the Yosemite Server Backup Service Microsoft Windows and the Yosemite Server Backup Service NetWare and the Yosemite Server Backup Agent Linux and the Yosemite Server Backup Daemon Backup Jobs Creating Backup Jobs Creating with Wizards Creating from the Jobs and Media View Creating by Copying Existing Job Selecting Files Marking files Selection Filters Specifying a Selection Filter Selection Filter Criteria Backing up changed files only Working with mapped drives Device/Media Device to be used Types of devices to use Media to be used Auto format Auto format mode New media location Move media to new media location on overwrite Rename media to new media name on overwrite New Media Name Media Password Media options automatically updated Options Backup Modes Backup mode Auto Verify mode Write mode Span mode Change mode Backup Log options Backup options automatically updated Advanced Options Settings for all platforms
5 Settings for NetWare Settings for Windows Encryption/Compression Encryption Installation Cryptographic Algorithms Passphrase General use Compression Execution Pre Execution Commands Post Execution Commands Command Macros Context-Specific Macros Global Macros Logs Command Execution Example Barcode Filter Filter rules Copy Policy License Requirements Configuring a Copy Policy To Define a Copy Policy To Assign a Copy Policy to Instances of a Backup Job Running a Copy Job and the Resulting Folder Structure Copy Media and Folder Structure When Do Rotation Sets Advance? When Do Copy Sets Advance? Error Handling Scheduling Choosing a Backup Schedule Run-once backup jobs Regularly scheduled backup jobs Customizing Schedules Schedule Types Tips on Scheduled Backup Jobs Scheduling a run-once backup job Scheduling simple backup jobs Running a failed rotation job again Media Rotation An Example Media Rotation Media Sets Selecting a Rotation Type Media Rotation and Scheduled Backup Jobs Modifying Rotation Types Managing Backups with or Without Media Rotation Restore and Verify Jobs Creating Backup and Verify Jobs Creating with Wizards Restore job wizards Verify job wizards Creating from the Jobs and Media View Creating by Copying Existing Job Selecting Files Selecting Files to be Restored Selecting Files to be Verified Selecting versions of files Restoring selected versions of folders Restoring folders compared with restoring files User s Guide 5
6 Restoring versions and selection filters Restoring Files with New Names and Locations Restoring a file with a new name Restoring files to a different folder Restoring files to a new folder Device/Media Device to be used Types of devices to use Media to be used Options Restore Job Options Advanced options for restore Jobs Verify Job Options Other properties Media Jobs Creating Media Jobs Creating with Wizards Creating from the Jobs and Media View Creating by Copying Existing Job Selecting Media Options Clean Job Copy Job Eject Job Erase Job Format Job Identify Job Import Job Insert Job Move Job Remove Job Restore Catalog Job Retention Media Job Sort Job Test Device Job Test Library Job Barcode Filter Schedule Organizing Jobs Job Groups Renaming, deleting, copying and moving jobs Organizing jobs with folders Types of folders Folders and job views Home, Admin, and Everyone folders Creating job folders Moving, renaming and deleting folders Running Jobs Running Jobs Running Scheduled Jobs Automatically running scheduled jobs Security and scheduled jobs Scheduling Commands Viewing and printing scheduled job instructions Running Unscheduled Jobs
7 Unscheduled job settings and permissions Status property page Job status messages Monitoring Jobs Job Status View Job Status details view Job Logs Viewing job logs Automatically printing job logs ing job logs Audit Logs Working With Devices Managing Devices Backup Concepts Disk-to-Disk Backups Disk-to-Disk-to-Any Backups Creating a Virtual Library Moving Backups From a Virtual Library Devices view and Catalog view Managing Devices with the Devices view Restarting failed devices Configuring devices Viewing diagnostic information Restoring data from a virtual library Devices view commands Testing a library or a device Test results Managing Media with the Jobs and Media View Catalog View Sharing storage devices on a SAN Working With Tape Libraries Installation Configuration and Licensing Adding the Drive Expansion License How licenses are allocated Viewing a Tape Library Devices Import/Export Slots Storage Slots Element status Barcodes and MIC (memory in cartridge) Barcode Filters Initialization Process Media Management Import Media Sort Media Insert Media Remove Media Reserving Slots Media guidelines Backups and Rotation Types A Note About Streaming Disaster Recovery Licensing Bootable devices Important guidelines Media Replacing hardware User s Guide 7
8 Create the Disaster Recovery Backup Create full backup Create bootable media Troubleshooting disaster recovery backups When to create new bootable media Testing Disaster Recovery Media Recovering From a Disaster Disaster recovery for older Windows, Linux, and NetWare Disaster Recovery with Libraries Recover System State (Windows only) Recover Windows Active Directory (Windows only) Disaster recovery for newer Windows Troubleshooting disaster recovery Limitations Managing the Backup Domain Configuring the Domain Server General Settings Execution Options Barcode Filter Performance Settings Alert Settings Client Upgrade Settings Permissions Managing Users Permissions Permissions concepts Users and Groups Effective Permissions Types of Permission Examples of Permissions Granting Permissions to Other Yosemite Server Backup Users Advanced Permissions Planning for Security About administrator permissions Adding New Users and Groups Effective Permissions Permissions Reference Reports Types of reports Additional reporting capabilities Printing reports Saving reports Working with Third-Party Applications Working with Microsoft Exchange Server Installing the Yosemite Server Backup Agent for Microsoft Exchange Configuring a Microsoft Exchange Server About Working with Microsoft Exchange Server Restoring Microsoft Exchange Databases Disaster Recovery with Microsoft Exchange Server Protecting Microsoft Windows SharePoint Services Windows SharePoint Services protection concepts Protecting Windows SharePoint Services Restoring SharePoint Services Using Disaster Recovery with Windows SharePoint Services Working with Microsoft SQL Server Microsoft SQL server concepts
9 Installing the Yosemite Server Backup Agent for Microsoft SQL Server Configuring the Microsoft SQL Server Notes for Backup Jobs with Microsoft SQL Server Microsoft SQL Server Databases and the backup mode Using Yosemite Server Backup with SQL Server s Backup Routine Notes for Restore Jobs with Microsoft SQL Server Restoring Microsoft SQL Server user databases Restoring Microsoft SQL Server 2005 master databases Restoring Microsoft SQL Server 2000 master databases Restoring Microsoft SQL Server 7 master databases Working with Windows Component SQL Database Agent Windows component database concepts Installing the Yosemite Server Backup Agent for Windows Component SQL Databases Protecting the Windows Component Database Restoring Windows Component SQL Database Using Disaster Recovery with the Windows Component SQL Database Agent Working with Certificate Services Tips, Techniques and Strategies Tips for Managing the Catalog Where to locate the catalog Estimating catalog size Domain Server machine platforms Strategies for Faster Jobs Organizing machines into workgroups What Slows Down Tape Drives? Maintaining the flow of data Other factors that affect job speed Working with Permissions Using groups to handle complex security needs Selecting Files for Jobs Selecting deleted files for restoring Selecting versions from a specific job Selecting versions from specific media Restoring Tips Restoring volumes for the latest date Restoring volumes for a specific date Copying a directory structure Restoring files to a new or different folder Restoring files with new names Other Tips Moving data between operating systems Setting up a library for automatic cleaning Troubleshooting Available Tools Address page Communication page Ping test Data Transfer test Status Connections page Diagnostics page Troubleshooting Guide Troubleshooting Backup Jobs Troubleshooting Restore Jobs Troubleshooting Verify Jobs Troubleshooting the Catalog Troubleshooting Error Messages User s Guide 9
10 Recovering a Virtual Library Overview How to Known Limitations Index
11 Figures 1 Basic Architecture Administrator Window Backup wizards Backup specific Backup welcome Backup files Backup steps Backup device options Device selection Backup job options Backup encryption Backup schedule New command Quick Access Control Backup run details Backup status Backup status complete Backup log list Backup log window Backup context menu Restore window Restore specific Restore files Restore move Create a new folder Restore to new folder Select files to restore Device options Select device Restore job options Restore schedule New command Quick Access icon three Restore details Restore status Restore log list Restore log window Login Window User Password User s Guide 11
12 40 Yosemite Server BackupWindow Menu Bar Desk bar Tool bar Task and Information Panes Detail viewing area Status bar Arranging Objects Window Shortcut menus Property pages Preferences page Quick Access icon Quick Access Icon Tool Tip Quick Access menu Jobs menu Monitoring jobs Media menu Open alerts window Alerts page Logs menu Logs page Settings menu Service settings Creating Backup Jobs with Wizards Jobs and Media View New Job Window Marking files and folders Selection Filter Button Selection Filters Screen Data range Size range Version range Device/Media page Backup job options Backup log options Advanced options for backup job Encryption/Compression Software strength Media properties Pre Execution Job Property Post Execution Job Property Example of Failed Command Execution Barcode Filters for Job
13 83 Add Individual Barcode Add Range of Barcodes Add Barcode from Media Copy Policy Copy Policy With No Schedule Copy Policy General Tab Copy Policy Target Device Tab Copy Policy Encryption/Compression Tab Copy Policy Barcode Filter Tab Copy Policy Summary Job Log With Copy Policy Job Status With Copy Media Folders for Copy Run Commands Status for Failed Copy Job Schedule Types Next Rotation Set Details of a Scheduled Backup Job Modifying rotation types Creating Restore Jobs with Wizards Jobs and Media View New Job Window Versions Button Versions Of Screen Restoring a file with a new name Restoring files to a different folder Device/Media page Restore job options Advanced options Verify job options Creating Media Jobs with Wizards Edit menu Home, Admin and Everyone folders Creating job folders Job status view Running a scheduled job from the right-click menu Viewing and printing scheduled job instructions Status property page Job status view Viewing job logs Audit logs Audit page Devices View User s Guide 13
14 126 Warning icons Jobs and Media view Creating media folders Creating new media Deleting media Catalog view Filter Button Devices View Library Storage Slots With Barcodes Rotation Schedule Summary page Disaster recovery character UI System state DR Wizard Welcome Screen DRWizardStartingUpScreen DR Wizard Device and Hard Drive Selection Screen DR Wizard Loader Slot Selection DR Wizard Load A Driver Screen DR Wizard Volume Selection Screen DR Wizard Recovery Status Screen DR Wizard Summary Screen DR Wizard Recovery Complete Screen Permissions page Users and Groups Effective Permissions How moving objects affects permissions Types of permission Granting permissions to others Restricting user permissions window Logon control page Groups page for users Equivalencies Permissions page for users Members page Effective permissions Examples of effective permissions Configuration property page Windows Sharepoint SQL database Windows Sharepoint services database Windows Sharepoint services Configuration page Windows Server component databases Windows Server components
15 169 Windows Component Database Catalog location Storage management server Address page Communication page Connections page Diagnostics page Library configuration Virtual media status VTC Import window User s Guide 15
16 Tables 1 Document conventions Keyboard shortcuts Icon viewing status Creating jobs Media menu Wildcard type Log file formats Comparing rotation types Element status device Element status Stream sync error
17 Before You Begin In this chapter Intended audience Related documentation Document conventions and symbols Release notes Online Help Screen Shots Features Customer Support The Yosemite Server Backup User and Reference Guide.pdf provides all of the information necessary to use all of the features found in Yosemite Server Backup to protect your valuable data. Information about installing Yosemite Server Backup is available in Yosemite Server Backup Installation Guide.pdf. Intended audience This guide is intended for any user who needs to protect their important data. No specific knowledge about or prior experience with backup procedures or backup devices is required. Related documentation The /doc directory on the Yosemite Server Backup distribution contains the following printable documentation: Yosemite Server Backup Installation Guide.pdf Yosemite Server Backup User and Reference Guide.pdf Registering and installing Yosemite Server Backup Software.pdf Carrying out your first tape backup and restore.pdf Carrying out your first disk backup and restore.pdf Using the Quick Access Control (Windows only).pdf What next and FAQs.pdf NOTE: To view or print this documentation, Adobe Acrobat Reader (version 4.0 or higher) must be installed on your Windows or X Window (Linux) computer. If not currently installed, you can install it from the Adobe Acrobat Reader website at User s Guide 17
18 Document conventions and symbols Table 1 Document conventions Convention Blue text: Table 1 Blue, underlined text: Bold text Italic text Monospace text Monospace, italic text Element Cross-reference links and addresses Website addresses Keys that are pressed Text typed into a GUI element, such as a box GUI elements that are clicked or selected, such as menu and list items, buttons, tabs, and check boxes Text emphasis File and directory names System output Code Commands, their arguments, and argument values Code variables Command variables WARNING! Indicates that failure to follow directions could result in data loss. CAUTION: Indicates that failure to follow directions could result in damage to equipment or data. IMPORTANT: Provides clarifying information or specific instructions. NOTE: Provides additional information. TIP: Provides helpful hints and shortcuts. Release notes Release notes are included with every service pack. Before using Yosemite Server Backup, please read and print the release notes for additional information. The release notes are available in both HTML (readme.htm) and text (readme.txt) formats in the root directory of the Yosemite Server Backup distribution. Online Help Windows To view online help while using Yosemite Server Backup, select Contents from the Help menu. The online help is displayed in a pop-up window. 18 Before You Begin
19 For task-related or context-sensitive help while using Yosemite Server Backup, select a topic in the Dynamic Help list. Non-Windows You can view online help from most Yosemite Server Backup screens by pressing F1. Screen Shots The screen shots in this manual may not be identical to the interface you see when you use Yosemite Server Backup. Any differences will be small and will not prevent you from using this documentation. NOTE: BecauseofthecustomizingnatureoftheYosemiteServerBackupgraphicaluserinterfacethatthe componentsoftheguimaybeindifferentlocationsandcolorsinthedocumentationcomparedto the product in use. Features If you have a Proliant Edition or Single Server Edition of Yosemite Server Backup software, not all of the features described in this document will be available to you. This document describes all the features in Yosemite Server Backup Software. Both Yosemite Server Backup Single Server Edition and Yosemite Server Backup Proliant Edition can be upgraded to Yosemite Server Backup with the appropriate license key. Please contact your HP partner to purchase this upgrade. Customer Support Phone and Technical Support offered 24 x 7. Basic Support includes and live chat support 24x7 and phone support between the hours of 9am and 5pm Monday through Friday in the USA (Pacific timezone). Enhanced Support provides 24x7 phone support. You can get customer support for Yosemite Server Backup in one of the following ways: Visit our website at Phone us at us at User s Guide 19
Yosemite Server Backup User s Guide Part number: First edition: October 2010 Legal and notice information Copyright 2004, 2012 Barracuda Networks, Inc. Under copyright laws, the contents of this document
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