Restoring To A Different Location With EBU And RMAN An AppsDBA Consulting White Paper

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1 An White Paper

2 Contents 1. OVERVIEW DEFINITIONS ENTERPRISE BACKUP UTILITY ARCHITECTURE Target Database Catalog Media Management Layer (MML) INSTALLATION Target Database Software CONFIGURATION Oracle Environment EBU Specific Environment Variables CURRENT LIMITATIONS Restores RESTORES TO A DIFFERENT MACHINE Overview Full Backup Restore Online Backup Restore RECOVERY MANAGER (RMAN) ARCHITECTURE Target Database Recovery Catalog Media Management Layer (MML) INSTALLATION Target Database Software DMO Library (libobk) CONFIGURATION RMAN UNIX Environment Setup RMAN Command Format RESTORES TO A DIFFERENT MACHINE Overview RMAN Issues Restore Procedures ORACLE8I ISSUES REFERENCES ABOUT THE AUTHOR... 9 i

3 1. Overview This document will cover the details required to restore an Oracle database backed up with either Oracle s Enterprise Backup Utility (e.g. EBU) or Recovery Manager (e.g. RMAN) to a different location. Because of the architecture of these two products this can be a non-trivial undertaking, especially if the restored database will then need to be managed within the existing backup infrastructure. In order to provide a complete picture of the processes required some installation and configuration information will be covered, but this document will not cover the setup of an EBU or RMAN backup and recovery environment. The following will cover some background of these two utilities. Beginning with Oracle Version 7.2 Oracle began supplying the utility Obackup/Enterprise Backup Utility and with Oracle8, Recovery Manager. These utilities offer the ability to automate the backup and recovery of Oracle databases and integrate with third party tape management systems to allow the automated management of backed up database files and archive log files. The Oracle Enterprise Backup Utility (e.g. EBU) allows for the automated backup and recovery of Oracle7 databases, from Oracle Version through the last Oracle7 release. The main advantage to EBU is its ability to handle the restore and recovery of a database including the application of archive redo log files in a recovery. Unfortunately, like most Oracle products, the release of Oracle Version significantly changed EBU and its structure. The version of EBU released with Oracle Version is EBU 2.2 and is the last version planned. This document will cover EBU 2.2 since this last release addresses many of the problems in the earlier releases and makes its usage much easier. The Oracle Recovery Manager (e.g. RMAN) utility allows for the automated backup and recovery of Oracle8 databases and is integrated with Oracle's Oracle Enterprise Manager product. Unfortunately RMAN only works with Oracle8 databases. 1.1 Definitions EBU Enterprise Backup Utility Target Database - The Oracle7 database designated for backup Catalog Database - Database server containing the backup catalog. Catalog - The database tables that contain information on target databases, and backup and restore history. MML - Media Management Layer DMO - Database Module for Oracle Page 1

4 2. Enterprise Backup Utility 2.1 Architecture Target Database EBU code and processes reside on the "target database" server. The target database is the Oracle7 database designated for backup. Multiple target databases can reside on a single host and EBU tracks each of the databases through the EBU catalog. Actual backups are performed by the Media Management Layer (MML) discussed in a later section. The EBU code is identified by the environment variable EBU_HOME (OBK_HOME for versions prior to 2.2) and can therefore reside seperately from the target database code Catalog EBU maintains a catalog to keep track of all backups for each database. This catalog contains all of the backup information (e.g. datafile names and dates, archivelog versions) and should be maintained on a separate, production quality database Media Management Layer (MML) The Media Management Layer (MML) is made up of two components, the Database Module for Oracle (DMO) and a media management product (e.g. Legato tape backup system). The DMO is what Oracle calls the library for the media management API. This is typically named libobk.sl or libobk.so. Oracle does supply a version with EBU that bypasses the media management software and writes directly to disk. Several media management products are supported including Legato. The environment variables NSR_CLIENT, used to define the target node name, and NSR_SERVER, used to define the tape system node, are used by the MML layer on a node specific basis to interface with the backup system. 2.2 Installation Target Database Software The Enterprise Backup Utility is installed as part of the Oracle Server software. The latest, and last, version is 2.2. This version is shipped with Oracle Server Version Database versions through the latest version of Oracle7 can be backed up by this version. However, the restore destination must have the same version of software installed. EBU is not directly compatible across versions catalog.ebu The file catalog.ebu in the $EBU_HOME/admin directory contains the userid, password and connect string to the catalog database schema. Obviously the permissions on this file should be restricted (e.g. 600 for UNIX). Note: Prior versions used $OBK_HOME/admin and a file called catalog.obk DMO Library (libobk) The various media management product vendors will supply a DMO library that must be linked into the EBU code. This file is called libobk.sl (HP-UX) or libobk.so (Solaris) and is typically installed in /usr/lib by the UNIX system adminisrator. This location must be included in the shared library search path at link time (e.g. LD_LIBRARY_PATH/SHLIB_PATH). EBU also supplies a libobk.sl.disk file that can be renamed to libobk.sl and linked into the EBU code. This allows EBU to write to disk bypassing the media management software. The BACKUP_DIR Page 2

5 environment variable is used to identify the target location. This makes testing somewhat simpler since the tape system doesn't have to be invoked for test backups. cd $EBU_HOME/lib make -f ins_obackup.mk install 2.3 Configuration Oracle Environment The Oracle environment should be set to the environment of the target database. EBU will log in to the target database and must be able to startup, shutdown, and perform other DBA type commands. EBU can either connect INTERNAL or to a userid with SYSDBA privilege EBU Specific Environment Variables The following EBU specific environment variables should be set once the target database environment has be set. EBU_HOME - Should be set to the EBU $ORACLE_HOME/obackup directory (e.g. /oracle/product/7.3.4/obackup). Note: Prior versions used OBK_HOME. PATH - The $EBU_HOME/bin directory should be added to the PATH environment variable. This gives access to the ebutool/obackup commands. LD_LIBRARY_PATH/SHLIB_PATH - Should contain the directory where the DMO library is located. NSR_SERVER - Identifies the NSR server. NSR_CLIENT - Identifies the NSR client, this is the target database host machine. Note that this will be different than the host running EBU in the case of a restore to a different machine. BACKUP_DIR - Used to specify the disk location to place EBU files when the disk version of the libobk.sl file is being used. 2.4 Current Limitations In general, if a backup or restore has been cancelled or killed and subsequent attempts to run the obackup/ebu command fail with catalog access errors then we have found that a recycle of the catalog database will generally clear up the problem. Further investigation may yield a database session that causes this problem and we may be able to avoid an entire database recycle. Note: Killing the brd process on the target machine does not clear this problem Restores Restores To A Different Machine To restore to a different machine the target database's ORACLE_HOME must match the ORACLE_HOME on the restore machine. This can be accomplished with a symbolic link Database Renaming Database renaming is not supported with EBU (this is not supported until RMAN in 8i). Page 3

6 2.5 Restores To A Different Machine Overview This section deals specifically with EBU restores to a different machine. The key to being able to do this is that the machine must another similar machine. Similar is defined as the same basic hardware, the same OS, same basic kernel configuration, available disk space. In addition, the same basic environment should exist (e.g. ORACLE_BASE directories, ORACLE_HOME software). Note, EBU requires that the same ORACLE_HOME directory exist for a restore. This can be accomplished with a link (e.g. UNIX). The Oracle software version should be the same and if attempting to perform a recover then particular attention will need to be paid to file locations as these will need to be reflected in the control file and the init.ora Full Backup Restore This example shows a restore of a full backup to a different machine and a remap of the database files to new locations. Since this is a restore of a full backup this example will use the "consistent" option. If the database is to be renamed then this must be done after the database has been restored. If renaming the database then the "rename" option is not needed since a new control file will be created, and this will also require an ascii copy of the control file to edit. It is also possible to recover the database from a full backup to a later point in time, assuming archiving is enabled, with EBU using the "recover" option of the "restore database" command. This example is not shown Parameters Used restore database consistent - restores all datafiles and controlfiles to a consistent state (e.g. the entire database). db_name - name of the target database. backup_host - full name of the original backup host when restoring to a different host. remap - specifies that files be restored to a new location. There is also a remap_path option. If a remap is performed then EBU can automatically rename the data files in the database with the "rename" option Sample Script restore database db_name = TRGT7" remap_path = "/u02/oradata/trgt7" to "/u02/oradata/copy7" rename archivelog = "/u01/oracle/admin/copy7/arch" backup_host= host" log=/u01/oracle/restore.log Online Backup Restore This example shows a restore script to restore an online backup to a different machine and to remap the database files to new locations. It should be noted that the restore can take place to the same machine, but EBU cannot rename the database so the source database would have to be down during the recovery. This example does not use the "recover" option. Since there are no online redo log files EBU forces us to perform a "minimal" recovery. This means that after the restore is complete the following commands will be issued: SVRMGR> RECOVER DATABASE USING BACKUP CONTROLFILE UNTIL CANCEL; The RECOVER DATABASE command will generate requests for archive redo log files. In this example we have specifed the archivelog destination and that EBU is to restore the necessary files to the directory listed. Once the database has processed the archived redo log files that were restored the CANCEL command should be issued and then the OPEN command: Page 4

7 SVRMGR> ALTER DATABASE OPEN RESETLOGS; If the database is to be renamed then this must be done after the database has been restored and recovered. Renaming of the database is not supported until Oracle 8i RMAN. Since we are performing "minimal" recovery it is possible to stop after the EBU restore job completes, use a previously created controlfile script, and run the script against the mounted database to create new control files with a new database name, and then finish the above steps Parameters Used restore database - restores all datafiles and controlfiles to a consistent state (e.g. the entire database). db_name - name of the target database. backup_host - full name of the original backup host when restoring to a different host. remap_path - specifies a new location to restore files to. There is also a remap option (see example above). If a remap/remap_path is performed then EBU can automatically rename the data files in the database with the "rename" option. rename - renames the datafiles in the database automatically. If performing a "rename" then this parameter is not needed. archivelog - restores needed archivelog files, use start_lsn and end_lsn to limit files to be restored. log - specifies a file to log the restore session Sample Script restore database db_name = TRGT7" remap_path = "/u02/oradata/trgt7" to "/u02/oradata/copy7" rename archivelog = "/u01/oracle/admin/copy7/arch" backup_host= host" log=/u01/oracle/restore.log Page 5

8 3. Recovery Manager (RMAN) 3.1 Architecture Target Database Unlike EBU, the RMAN code is supplied as an intergral part of the Oracle8 Server software. Each Oracle8 database backed up by RMAN should run the RMAN code associated with the target database's $ORACLE_HOME. The target database is the Oracle8 database designated for backup. Multiple target databases can reside on a single host and RMAN tracks each of the databases through the RMAN catalog. Actual backups are performed by the Media Management Layer (MML) discussed in a later section. There are no separate environment variables required for the RMAN code, but the MML still requires the NSR_ parameters Recovery Catalog The RMAN recovery catalog tracks the status of all backups for each database. This catalog contains all of the backup information (e.g. datafile names and dates, archivelog versions) and should be maintained on a separate, production quality database. The catalog database however, must be backed up seperately due to a restriction within RMAN that the catalog backup cannot be maintained within the same backup structure as the backups that it maintains. RMAN does however, support backups without a catalog database. There are limitations to the features available and it is generally not recommended. RMAN also tracks the "incarnation" of a database and only one incarnation can live in a given catalog. This makes managing copies of Oracle8 databases that are backed up using RMAN difficult. We have found that the only practical solution is to maintain separate RMAN catalogs for each "tier" of databases being supported (e.g. a production, pre-production, development, and trainging catalogs). This limitation is addressed in Version 8.1. As with EBU, the recovery catalogs should be maintained on like database versions. In other words an 8.0 recovery catalog should be maintained in an 8.0 database and an 8.1 recovery catalog should be maintained on an 8.1 database Media Management Layer (MML) The Media Management Layer (MML) is made up of two components, the Database Module for Oracle (DMO) and a media management product (e.g. Legato tape backup system). The DMO is what Oracle calls the library for the media management API. This is typically named libobk.sl or libobk.so. Several media management products are supported including Legato. The environment variables NSR_CLIENT, used to define the target node name, and NSR_SERVER, used to define the tape system node, are used by the MML layer on a node specific basis to interface with the backup system. 3.2 Installation Target Database Software The target database software will be installed as part of the Oracle Server installation. In Oracle8 RMAN is built into the kernel code and is now considered a utility rather than a separate product. Again, the restore destination must have the same version of software installed DMO Library (libobk) The various Media Management vendors will supply a DMO library that must be linked into the RMAN code. This file is called libobk.sl (HP-UX) or libobk.so (Solaris) and is typically installed in /usr/lib by the UNIX system adminisrator. This location must be included in the shared library search path at link time (e.g. LD_LIBRARY_PATH/SHLIB_PATH). Page 6

9 RMAN also supplies a libobk files that must be renamed or removed to successfully link the site specific libraries into the RMAN code. 1. Remove $ORACLE_HOME/lib/libobk.a & libobk.so 2. Re-Link RMAN to Legato: SOLARIS: make f ins_rdbms.mk ioracle LLIBMM=/usr/lib/libobk.so HPUX: make f $ORACLE_HOME/rdbms/lib/ins_rdbms.mk ioracle LIBMM=/usr/lib/libobk.sl lc 3.3 Configuration RMAN UNIX Environment Setup Many environment variables are utilized by the RMAN and Legatto products. The following partial list of variables should be set for the situations stipulated. NSR_CLIENT Only if you are restoring to a different HOST that what was backed up (i.e. NSR_CLIENT=aisdb7.llnl.gov) ORACLE_NLS Always Used (i.e. ORACLE_NLS=/oracle/product/8.0.5/ocommon/nls/admin/data) ORA_NLS33 Always Used (i.e. ORA_NLS33=/oracle/product/8.0.5/ocommon/nls/admin/data) ORACLE_HOME - Always Used LD_LIBRARY_PATH Only if NOT using SHLIB_PATH. Make sure /usr/lib is always placed at the front of this path. SHLIB_PATH Used in place of LD_LIBRARY_PATH for Oracle 8 on HPUX. Make sure /usr/lib is always placed at the front of this path. ORACLE_SID - Always Used Note: "/usr/lib" is the directory containing the libobk library RMAN Command Format RMAN can be run interactively or with the bkctrl/bkutil backup scripts. The general interactive format is the following: 1. rman rcvcat 2. RMAN> connect target 3. RMAN> <RMAN command>; 4. RMAN> exit; 3.4 Restores To A Different Machine Overview This section deals specifically with RMAN restores to a different machine. The key to being able to do this is that the machine must be another similar machine. Similar is defined as the same basic hardware, the same OS, same basic kernel configuration, and available disk space. In addition, the same basic environment should exist (e.g. ORACLE_BASE directories, ORACLE_HOME software). The Oracle software version should be the same and if attempting to perform a recover then particular attention will need to be paid to file locations as these will need to be reflected in the control file and the init.ora. Page 7

10 3.4.2 RMAN Issues You will need to change the syntax of the RMAN restore script if new datafiles are added to the Original database after the backup is taken, but before you attempt a restore. The reason being that the recovery catalog will be updated with any structure changes made to the original database once an archive log backup is made. This recovery catalog change will cause your restore to fail due to your inability to restore the new datafile that has not yet been backed up. An example restore script is provided below to accommodate this situation. A target instance must be "startable" although it doesn't have to be "mountable". Since RMAN doesn't support renaming of a database until 8i if the restore is being performed on the source database machine (e.g. to make a test copy from a development database) then the source database instance will have to be down during the process Restore Procedures The following procedures assume that the Oracle Server software has been installed on the target machine and that an online recovery catalog is being used. The process is to start the target instance in "nomount" mode, use RMAN to restore the backed up datafiles, create a new control file, and start the database with a new name and a resetlogs command. To use RMAN to back up the database copy a different recovery catalog will have to used. RMAN keeps track of a database identifier and will not allow two databases with identical database identifiers to be managed in the same recovery catalog. 1. In order to start a database in "NOMOUNT" mode an init.ora file is required. This can be created based on the source database's init.ora. At this point the instance must be named the same as the source database (e.g. to restore TGT1 to a different machine a TGT1 instance must be started on the target machine). 2. A "restore" script will need to be created to run the RMAN commands necessary to restore the datafiles. Unless the datafiles for the source database will be restored to identical locations on the target machine, the RMAN command SET NEWNAME will have to be issued for each datafile restored. See the example at the end of this section for a sample restore script. 3. Start the instance. svrmgrl SVRMGR> connect internal SVRMGR> startup nomount restrict; SVRMGR> exit; 4. The environment variable NSR_CLIENT must be set to the name of the source host. export NSR_CLIENT=aisdb7.llnl.gov 5. Start RMAN and restore the datafiles. rman target sys/<passwd> rcvcat 6. Once the restore is complete the "AppsDBA Oracle Applications Database Copy Procedures" can be followed to create a new controlfile and start the database. Make sure to REMOVE the following line from the create control file script that you create during the database copy procedure: ALTER DATABASE OPEN RESETLOGS; Page 8

11 This is done to ensure that a database open is not performed until you are satisfied that the restore was successful. Once the database is opened the SCN of the restored datafiles are updated and if datafile problems are encountered then the restore will have to be performed again. You should execute the above database open command manually from SVRMGRL when you are satisfied that the restore was successful. NOTE: If performing the restore from an online backup there are additional recovery issues that must be performed. 7. In order to backup the "copied" database a different RMAN recovery catalog will have to used (e.g. different from the source database's catalog). If the target database currently exists in another RMAN recovery catalog then that catalog can continue to be used. However, before RMAN will accept the new database a "reset" command must be issued. This is due to the RESETLOGS command that was performed during the control file creation in step 6. rman> reset database; 3.5 Oracle8i Issues Some significant changes are introduced with the Oracle8i version of RMAN. The following is a summary of the differences: The first issue is that the recovery catalog is not compatible with the 8.0 version. Register the duplicate database in the same recovery catalog as the target database. This option is possible because the duplicate database receives a new database identifier during duplication. If you copy the target database using O/S utilities, the database identifier of the copied database remains the same so you cannot register it in the same recovery catalog. Support for automatic creation and management of duplicate databases. 4. References Oracle7 Enterprise Backup Utility Administrator s Guide, Oracle Corporation, September 19, 1997, Part No. A Oracle8 Backup and Recovery Guide, Release 8.0, Oracle Corporation, December 1997, Part No. A Note , Getting started with Server-Managed Recovery (SMR) and RMAN, Oracle Corporation, 1998 Note: , Using EBU: Examples of Backup, Restore and Recovery, Oracle Corporation, About The Author Andy Rivenes has been an Oracle DBA working with Oracle Applications since He has worked for Oracle Corporation as a Principal Consultant specializing in Oracle Applications technical architecture and currently is available through. Mr. Rivenes gives presentations and writes papers for various Orace user groups and also maintains an Oracle Applications DBA web site at He can be reached at Page 9

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