VERITAS NetBackup 6.0 for Microsoft Exchange Server

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1 VERITAS NetBackup 6.0 for Microsoft Exchange Server System Administrator s Guide for Windows N September 2005

2 Disclaimer The information contained in this publication is subject to change without notice. VERITAS Software Corporation makes no warranty of any kind with regard to this manual, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. VERITAS Software Corporation shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual. VERITAS Legal Notice Copyright VERITAS Software Corporation. All rights reserved. VERITAS, the VERITAS Logo, and NetBackup are trademarks or registered trademarks of VERITAS Software Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. Portions of this software are derived from the RSA Data Security, Inc. MD5 Message-Digest Algorithm. Copyright , RSA Data Security, Inc. Created All rights reserved. VERITAS Software Corporation 350 Ellis Street Mountain View, CA USA Phone Fax Third-Party Copyrights For a list of third-party copyrights, see the NetBackup Release Notes appendix. ii NetBackup for Microsoft Exchange Server System Administrator s Guide

3 Contents Preface ix Getting Help x Finding NetBackup Documentation x Accessing the VERITAS Technical Support Web Site x Contacting VERITAS Licensing xii Related Resources xii Accessibility Features xii Comment on the Documentation xiii Chapter 1. Introduction to NetBackup for Exchange Server Features Backup Operations Limitations Automatic Backups Manual Backups User-Directed Backups Exchange Server Files That are Backed Up Database Files Database Patch Files (Exchange 5.5 or pre-exchange 2000, Service Pack 2) Transaction Logs Restore Operations Limitations with Exchange 2000/2003 Restores Server-Directed Restores iii

4 Redirecting a Restore to a Different Client Redirecting a Restore to a Different Path Chapter 2. Installation Requirements and Registering a License Key Verifying the Installation Prerequisites Operating System and Platform Compatibility NetBackup Software Database Agent Cluster Software Registering the License Key Chapter 3. Configuration User Interface Terminology Notes Configuring NetBackup for Individual Mailbox Operations Configuring the NetBackup Client Service Log On Account Creating a Mailbox for the NetBackup Client Service Exchange 5.x Exchange 2000/ Granting the NetBackup Client Service Account Advanced Permission Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account Configuring the Account Used for Exchange Server Restores Configuring Backup Policies Adding a New Policy Description of Attributes Adding Schedules Types of Backups Schedule Properties Adding Clients Adding Backup Selections Notes iv NetBackup for Microsoft Exchange Server System Administrator s Guide

5 Creating a Backup Selections List By Browsing Manually Adding Entries to the Backup Selections list Example Entries in the Backup Selections List Performing Backups with Multiple Data Streams Using Wildcards Excluding Folders and Files from Mailbox and Public Folder Backups Testing Configuration Settings Chapter 4. Operating Instructions Specifying the Server, Client, and the Policy Type Prerequisites for Performing Backups and Restores Performing User-Directed Backups of Exchange Server Backup Options Exchange 5.x Exchange 2000/ Restoring Exchange Server Before Performing Restores Existing Transaction Logs Restore Options Restoring Exchange 5.x Server Objects Restoring the Public and Private Databases Separately from a Backup Exec Image Restoring Exchange 2003 to the Recovery Storage Group Restoring Storage Groups or Storage Group Databases Restoring the Key Management Service or Site Replication Service Stopping and Starting KMS Individual Mailbox Operations Performing a User-Directed Mailbox Backup Restoring Individual Mailboxes, Folders, or Messages Redirecting Mailbox Objects to a Different Path Performing Single Instance Store Backups Contents v

6 Backing Up and Restoring the Exchange Public Folders Instructions Redirecting Restores of Public Folders Redirecting a Restore to a Different Client Chapter 5. Using NetBackup for Exchange Server with Advanced Client NetBackup Advanced Client for Exchange Server Overview Supported Platforms How Does Advanced Client for Exchange Server Work? Choosing a Backup Option What Is Backed Up? Limitations Consistency Checks on Database and Log Files Configuring a Snapshot Backup Configuration Requirements Configuration Tips for Exchange Configuration Steps Configuring an Advanced Client Policy for NetBackup for Exchange Server Performing User-Directed Backups of Exchange Server Restoring Snapshot Images Restore Options Performing a Snapshot Restore Manually Mounting a Database After a Restore Redirecting a Restore to a Different Client Chapter 6. Troubleshooting Troubleshooting NetBackup Debug Logging Backup Operation Debug Logging Restore Operation Debug Logging Changing the Debug Level vi NetBackup for Microsoft Exchange Server System Administrator s Guide

7 Verifying Exchange Online Backups Viewing the Status of a NetBackup Operation Operational Reports Progress Reports Transaction Logs Setting Up an Alternate Server for Restores Disaster Recovery of Exchange Disaster Recovery of Exchange 2000/ Index Contents vii

8 viii NetBackup for Microsoft Exchange Server System Administrator s Guide

9 Preface This guide explains how to configure and use NetBackup for Microsoft Exchange Server to perform online backups and restores of Exchange Server. This document is the same as NetBackup_AdminGuide_MSExchg_Win.pdf distributed with the NetBackup for Exchange Server software. This guide is intended for system administrators responsible for configuring and maintaining systems using Exchange Server. This guide assumes that you have: A basic understanding of system administration. A working understanding of the NetBackup client and server software and are familiar with the information covered in the following NetBackup manuals: NetBackup Backup, Archive, and Restore Getting Started Guide NetBackup System Administrator s Guide for Windows, Volume I NetBackup System Administrator s Guide for UNIX, Volume I NetBackup Troubleshooting Guide for UNIX and Windows A thorough understanding of the following Exchange Server topics: Database file types and their relationships at recovery time Data recovery scenarios ix

10 Getting Help Getting Help You can find answers to questions and get help from the NetBackup documentation and from the VERITAS technical support web site. Finding NetBackup Documentation A list of the entire NetBackup documentation set appears as an appendix in the NetBackup Release Notes. All NetBackup documents are included in PDF format on the NetBackup Documentation CD. For definitions of NetBackup terms, consult the online glossary. To access the NetBackup online glossary 1. In the NetBackup Administration Console, click Help > Help Topics. 2. Click the Contents tab. 3. Click Glossary of NetBackup Terms. Use the scroll function to navigate through the glossary. Accessing the VERITAS Technical Support Web Site The address for the VERITAS Technical Support Web site is The VERITAS Support Web site lets you do any of the following: Obtain updated information about NetBackup, including system requirements, supported platforms, and supported peripherals Contact the VERITAS Technical Support staff and post questions to them Get the latest patches, upgrades, and utilities View the NetBackup Frequently Asked Questions (FAQ) page Search the knowledge base for answers to technical support questions Receive automatic notice of product updates Find out about NetBackup training Read current white papers related to NetBackup x NetBackup for Microsoft Exchange Server System Administrator s Guide

11 Getting Help From you can complete various tasks to obtain specific types of support for NetBackup: 1. Subscribe to the VERITAS notification service to be informed of software alerts, newly published documentation, Beta programs, and other services. a. From the main page, select a product family and a product. b. Under Support Resources, click Notifications. Your customer profile ensures you receive the latest VERITAS technical information pertaining to your specific interests. 2. Locate the telephone support directory at by clicking the Phone Support icon. A page appears that contains VERITAS support numbers from around the world. Note Telephone support for NetBackup is only available with a valid support contract. To contact VERITAS for technical support, dial the appropriate phone number listed on the Technical Support Guide included in the product box and have your product license information ready for quick navigation to the proper support group. 3. Contact technical support using . a. From the main page, click the Support icon. A wizard guides you to do the following: Select a language of your preference Select a product and a platform Provide additional contact and product information, and your message Associate your message with an existing technical support case b. After providing the required information, click Send Message. Preface xi

12 Related Resources Contacting VERITAS Licensing For license information, you can contact us as follows: Call and select option 3 Fax questions to In the Americas, send to In the Asia and Pacific areas, send to In all other areas, send to Related Resources You may also need the following resources from Microsoft Corporation: Exchange Server white papers and FAQs (go to and search for Disaster Recovery ) Microsoft Exchange Administrator's Guide Microsoft Exchange Concepts and Planning Guide Microsoft TechNet Microsoft BackOffice Resource Kit Accessibility Features NetBackup contains features that make the user interface easier to use by people who are visually impaired and by people who have limited dexterity. Accessibility features include: Support for assistive technologies such as screen readers and voice input (Windows servers only) Support for keyboard (mouseless) navigation using accelerator keys and mnemonic keys For more information, see the NetBackup Installation Guide. xii NetBackup for Microsoft Exchange Server System Administrator s Guide

13 Comment on the Documentation Comment on the Documentation Let us know what you like and dislike about the documentation. Were you able to find the information you needed quickly? Was the information clearly presented? You can report errors and omissions or tell us what you would find useful in future versions of our manuals and online help. Please include the following information with your comment: The title and product version of the manual on which you are commenting The topic (if relevant) on which you are commenting Your comment Your name your comment to Please only use this address to comment on product documentation. See Getting Help in this preface for information on how to contact Technical Support about our software. We appreciate your feedback. Preface xiii

14 Comment on the Documentation xiv NetBackup for Microsoft Exchange Server System Administrator s Guide

15 Introduction to NetBackup for Exchange Server 1 NetBackup for Microsoft Exchange Server extends the capabilities of NetBackup to include online backups and restores of Exchange databases when Exchange Server has been installed. This capability is provided as an add-on or extension to the NetBackup for Windows client software. Because this product is tightly integrated with the Backup, Archive, and Restore interface for Windows, this document only gives an overview of NetBackup functionality. In general, backup and restore operations for Exchange files are identical to other NetBackup file operations, except where noted in this document. Microsoft Exchange Server will be referred to as Exchange Server or Exchange. NetBackup for Microsoft Exchange Server will be referred to as NetBackup for Exchange Server. 1

16 Features Features Online Backup Exchange Server data and transaction logs can be backed up without taking the Exchange Server offline. This ensures the availability of Exchange services and data during the Exchange Server backup. Minimal Back Up Time An administrator has the choice of performing full or incremental backups (differential incremental backup or cumulative incremental backup). A full backup may take considerable time, so it may be performed infrequently. In the interim, updates that have occurred since the full backup can be quickly and incrementally backed up by backing up only the transaction logs. In the event of a failure, the full and incremental backups would be restored. During recovery, the Exchange Server will update the databases, applying each of the logged transactions to the database. After the Exchange Server recovery has completed, the system will have been brought back to the state as it existed when the last incremental backup was performed. Exchange Server Backup Methods Tight NetBackup Integration NetBackup supports all Exchange Server backup methods: full backup, cumulative incremental backup, differential incremental backup and copy. Tight integration with NetBackup means two things: 1. An administrator already familiar with NetBackup procedures and software can easily configure and use NetBackup to perform Exchange Server backup and restore operations. 2. Features and strengths of the NetBackup product suite are available to the Exchange Server backup user. These features include software data compression and encryption, scheduled and user-directed operations, multiple data stream backups, in-line tape copy, etc. Many of these features are described, in detail, in the NetBackup System Administrator s Guide, Volume I. Central Administration Administrators can define, back up, and restore Exchange Servers and other NetBackup client machines from a central location. Media Management Automated Backups Exchange Server backups are saved directly to a wide variety of storage devices supported by the NetBackup master server. Administrators can set up schedules for automatic, unattended backups for local or remote clients across the network. These backups can be full or incremental and are managed entirely by the NetBackup server from a central location. The administrator can also manually back up clients. 2 NetBackup for Microsoft Exchange Server System Administrator s Guide

17 Features Restore Operations Redirected Restores Individual Mailbox Backup and Restore Exchange 2000/2003 Backup and Restore Features Backup and Restore of the Exchange Public Store Single Instance Storage (SIS) of message attachments An administrator using the Backup, Archive, and Restore interface can browse backups and select the ones to be restored. In a redirected restore, you restore an object (database, mailbox, folder, or message) to a new location. Administrators can perform backup and restore operations on individual mailboxes and folders. The capabilities of this feature are: Scheduled backups of individual mailboxes and folders User-directed backups of individual mailboxes and folders Restore of individual mailboxes, folders, or messages, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX NetBackup can back up and restore storage groups, as well as back up and restore databases within the storage group. The capabilities of this feature are: Scheduled backups of individual storage groups and databases User-directed backups of individual storage groups and databases Restore of individual storage groups and databases, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX NetBackup can also perform backups and restores of the Exchange Key Management Server (KMS) and Exchange Site Replication Service (SRS) databases. NetBackup can back up and restore the Exchange Public Store. The capabilities of this feature are: Scheduled backups of individual folders User-directed backups of individual folders Restore of individual folders or messages, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX Users can enable Single Instance Storage for message attachments so only one copy of an attachment is written to the backup. Chapter 1, Introduction to NetBackup for Exchange Server 3

18 Features Advanced Client Local Backup Alternate Client Backup Primary Client Alternate Client This separately-priced option allows NetBackup to perform backups and restores of Exchange 2003 objects using snapshot methodology. For complete details on this feature, see Using NetBackup for Exchange Server with Advanced Client on page 85. Backups are performed from the same NetBackup client machine which contains the Exchange server. Backups are performed from a second or alternate client on behalf of the primary client. Compared to local backups, this approach reduces the backup I/O burden on the primary client to the greatest extent. For Alternate Client Backups, this is the NetBackup client which contains the Exchange server. For Alternate Client Backups, this is the NetBackup client which actually performs the backup of the data to the NetBackup server. 4 NetBackup for Microsoft Exchange Server System Administrator s Guide

19 Backup Operations Backup Operations NetBackup provides three methods to perform backups: automatic, manual, and user-directed. For more information on these backup methods and other administrator-directed activities, refer to the NetBackup System Administrator s Guide, Volume I. Additional information is also provided here on the limitations of NetBackup for Exchange Server and the files included in backups. Limitations The following limitations exist for NetBackup for Exchange Server. Only backups of mailboxes or folders or both are allowed. You cannot specify the backup of an individual message or individual public document. (Exchange 2000/2003) Incremental and differential backups are only supported at storage group level. Incremental and differential backups of individual databases within a storage group are not supported. Exchange database backups are required for disaster recovery. Mailbox backups allow for mailbox recovery, but are not adequate for disaster recovery. Automatic Backups The NetBackup administrator can schedule full backup and incremental backups (differential incremental backup or cumulative incremental backup) that occur automatically and unattended, under the control of the NetBackup server. Automatic backups will meet most of your backup requirements. Manual Backups NetBackup allows the administrator to perform immediate manual backups of files associated with any policy, client, or schedules. The manual backup option can be useful for the following situations: Testing a configuration When workstations miss their regular backups Before installing new software (to preserve the old configuration) Preserving records before a special event such as when companies split or merge Chapter 1, Introduction to NetBackup for Exchange Server 5

20 Backup Operations In some cases, it may be useful to create a policy and schedule that you use only for manual backups. You can do this by creating a policy with a single schedule that has no backup window defined (and therefore never executes automatically). User-Directed Backups User-directed backups require a User Backup schedule type to be defined in the MS-Exchange-Server policy. Performing user-directed backups of Exchange databases is similar to using the Backup, Archive, and Restore interface to back up normal files. Exchange Server Files That are Backed Up The following files can be backed up during a backup operation. Except where noted, the same files are backed up whether frozen image methodology (available with the Advanced Client feature) is used to back up the files or not. Database Files The database files that are backed up differ for Exchange 5.x and for Exchange 2000/2003. Exchange 5.x There are three Exchange Server database files, one for the Directory and two for the Information Store. The following table gives the database names and their default locations. Default locations for Exchange 5.x database files Database File Name Default Directory Directory Dir.edb...\exchsrvr\dsadata Information Store - Public Pub.edb...\exchsrvr\mdbdata Information Store - Private Priv.edb...\exchsrvr\mdbdata 6 NetBackup for Microsoft Exchange Server System Administrator s Guide

21 Backup Operations Exchange 2000/2003 There can be up to 20 database stores, each consisting of 2 database files. The following table gives the database names and their default locations for the first Exchange 2000/2003 Storage group. Default locations for Exchange 2000/2003 database files Database File Name Default Directory Mailbox Store Priv1.edb...\exchsrvr\mdbdata Priv1.stm...\exchsrvr\mdbdata Note Subsequent storage groups and databases may have different locations and names (user-defined). Database Patch Files (Exchange 5.5 or pre-exchange 2000, Service Pack 2) Database patch files are used to handle transactions being written to the database during a backup. During the backup operation, data is read from the.edb file. If a transaction causes an update to a part of the.edb file that has already been backed up, then it is written to the patch file for that database. Patch files only exist during the backup process. These patch files are used during the Exchange Server recovery process to update the restored database file with the transactions that were in progress during the backup. The following table gives the names of the patch files and their default locations. Default locations for patch files Database Patch File File Name Default Directory Directory Dir.pat...\exchsrvr\dsadata Information Store - Public Pub.pat...\exchsrvr\mdbdata Information Store - Private Priv.pat...\exchsrvr\mdbdata Transaction Logs For performance and recoverability, the Exchange database uses transaction logs to accept, track, and maintain data. All transactions are first written to transaction logs and memory, and then to their respective databases. Transaction logs can be used to recover Chapter 1, Introduction to NetBackup for Exchange Server 7

22 Backup Operations Directory or Information Store databases in the event that a failure has corrupted the database. The Information Store can have up to five separate databases but transaction logs are kept in a single set. Since transactions are first written to the edb log or e0y log file and then later written to the database, the current actual or effective database is a combination of the uncommitted transactions in the transaction log file and the actual edb or e0y database file. When the log file is filled with transaction data, it is renamed and a new edb or e0y log file is created. When the log file is renamed, the other renamed log files are stored in the same subdirectory. The renamed log files are named in a sequential numbering order (for instance: edb00014.log, edb00015.log, etc. or e0y00014.log, e0y00015.log, etc., using hexadecimal). The following table gives the names of the Exchange 5.5 transaction logs and their default locations. Default locations for Exchange 5.5 transaction logs Database Transaction Log File Name Default Directory Directory edbxxxxx.log..\exchsrvr\dsadata Information Store edbxxxxx.log..\exchsrvr\mdbdata Where XXXXX is a five digit hexadecimal number that is incremented each time an edb.log file is renamed. The following table gives the names of the Exchange 2000/2003 transaction logs and their default locations. Default locations for Exchange 2000/2003 transaction logs Database Transaction Log File Name Default Directory Information Store e0yxxxxx.log..\exchsrvr\mdbdata Where y is a number from 0-3 representing the storage group, e.g., e00.log, e01.log, e02.log, e03.log. XXXXX is a five digit hexadecimal number that is incremented each time an e0y log file is renamed. For full backups and differential incremental backups, the committed transaction logs are truncated (deleted) by Exchange after a successful backup. 8 NetBackup for Microsoft Exchange Server System Administrator s Guide

23 Restore Operations Note After every 5MB of transaction log data is written, a new log is created, even though the transaction data may not be committed to the database. There may be several transaction logs containing uncommitted data, and therefore they will not be purged. Transactions in log files are committed to the respective edb or e0y file when the service is shut down normally. For example, when the Information Store service experiences a normal shutdown (service shuts down with no errors), any transactions that existed in log files and not in the priv.edb and or pub.edb files are committed to the edb files. Log files should not be manually purged; it is best to purge logs through the backup process. The following process takes place during a full backup: Database files are written to the backup media. (Exchange 5.5 or pre-exchange 2000, Service Pack 2) Patch files are created to accommodate updates to the database during the backup. Transaction logs are written to the backup media. (Exchange 5.5 or pre-exchange 2000, Service Pack 2) Patch files are written to the backup media. Committed transaction logs are truncated (deleted) by Exchange. These logs are no longer required since they have been committed to the database file and they have been written to the backup media. Restore Operations Using a few simple operations, an administrator using the Backup, Archive, and Restore interface can browse Exchange Server backups and select the ones to be restored. Limitations with Exchange 2000/2003 Restores A restore of more than one storage group at a time (per job) will fail. Server-Directed Restores An administrator can browse Exchange Server databases and select the ones to be restored. NetBackup will allow you to select the NetBackup server from which files will be restored, to view the backup history, and to select items to restore for a specific client or other clients that were backed up by the selected NetBackup server Chapter 1, Introduction to NetBackup for Exchange Server 9

24 Restore Operations Redirecting a Restore to a Different Client Databases or folders can be restored to a client other than the one from which they were backed up. This is possible only if the NetBackup administrator sets up the configuration to allow it and the NetBackup for Exchange Server agent has been installed on the alternate client. The administrator using the NetBackup Administration Console on the master server or using the Remote Administration Console can direct restores to any NetBackup client (regardless of which client the files came from). Please see the appropriate NetBackup manuals for the configuration needed for this type of redirected restore. Because the Microsoft Exchange Directory database contains machine and security information, it can only be restored to the original computer or a clone of the original computer. The Microsoft Exchange Information Store databases may be restored to a different Exchange Server. Additional Requirements for MS Exchange 2000 Before redirecting the restore of storage groups or individual databases: The storage groups and databases must exist on the target server. The storage groups and databases must have the same names as the original storage groups or databases. The target databases must be configured so that they can be overwritten. Using the Exchange System Manager, right-click the database you want to overwrite, click Properties, and then on the Database tab, select This database can be overwritten by a restore. The target server must have the same Organization and Administrative Group name as the source server. Redirecting a Restore to a Different Path A user can restore mailbox objects and Public folder objects to folders that are different from the folders from which the objects were backed up. Database objects should not be redirected to different paths. 10 NetBackup for Microsoft Exchange Server System Administrator s Guide

25 Installation Requirements and Registering a License Key 2 This chapter describes how to perform the following tasks: Verifying the installation prerequisites for NetBackup for Exchange Server. Perform this task before enabling this agent. The NetBackup for Exchange Server software is installed when you install NetBackup, so verify these prerequisites before enabling NetBackup for Exchange Server. Registering the license key for NetBackup for Exchange Server. 11

26 Verifying the Installation Prerequisites Verifying the Installation Prerequisites Before enabling NetBackup for Exchange Server, verify that you are installing the agent on a supported operating system or platform and that requirements are met for the NetBackup software, the database agent, and, if applicable, the cluster software. These requirements apply for remote and local installations. Operating System and Platform Compatibility Verify that NetBackup for Exchange Server will be installed on an operating system or platform supported by NetBackup. A compatibility list for database agents is available on the Technical Support web site. To verify compatibility 1. Go to the Technical Support web page: 2. From the Select Product Family list, click NetBackup Products. 3. From the Select Product list in the right pane, click NetBackup Enterprise Server. 4. Under Support Resources, click Compatibility and Reference. 5. In the list of documents, click NetBackup Enterprise Server (tm)/ Server x.x Database Agent Compatibility (updated date). For x.x, look for the current release. For date, look for the most recent date. For information on supported cluster environments for NetBackup for Exchange Server, see NetBackup (tm) x.x Cluster Compatibility (updated date). 6. Click on the link for the PDF document, which is a downloadable file that enables you to view the supported database spreadsheet for this release. 7. Read the document and verify that the software in your environment is compatible with the NetBackup and NetBackup for Exchange Server software. 12 NetBackup for Microsoft Exchange Server System Administrator s Guide

27 Verifying the Installation Prerequisites NetBackup Software Verify that the following requirements are met for the NetBackup server and client software: The NetBackup server software is installed and operational on the NetBackup server. The NetBackup server platform can be any of those that NetBackup supports. For installation information, see the NetBackup Installation Guide. The NetBackup client software is installed on the client where you will be backing up the databases. This step also installs NetBackup for Exchange Server. In addition, the install_path\netbackup directory must exist on the client. On Windows platforms, the NetBackup for Exchange Server software is installed along with the server and client software. For installation information, see the NetBackup Installation Guide. Make sure that you have configured backup media in a Media Manager or disk storage unit. The amount of backup media required depends on the devices used, the sizes of the databases that you are backing up, the amount of data that you are archiving, the size of your backups, and the frequency of backups or archives. For information on using Media Manager, see the NetBackup Media Manager System Administrator s Guide. Database Agent Verify that the follow requirements are met for the database software. The Exchange vendor software is installed and operational on each client. Cluster Software Verify the following requirements if you are enabling the NetBackup for Exchange Server software on a NetBackup server configured in a NetBackup cluster: The Exchange vendor software is installed and operational on each node to which NetBackup can failover. The NetBackup server software is installed and configured to work in a NetBackup cluster. Follow the instructions in the NetBackup Installation Guide. The NetBackup server installation procedure installs the NetBackup for Exchange Server software along with the server and client software. After all other prerequisites are met, you only need to register the license key for the agent on each NetBackup server in order to enable the agent. Chapter 2, Installation Requirements and Registering a License Key 13

28 Registering the License Key Registering the License Key NetBackup for Exchange Server is installed with the server and client software. To use this agent, register a valid license key for it on the master or media server. In a NetBackup cluster, register the key on each node on which the NetBackup server is installed. To register a license key 1. On the master or media server, open the NetBackup Administration Console. 2. Choose Help > License Keys. 3. Click the New button. 4. Type in the license key and click Add. For information on adding license keys, see the NetBackup System Administrator s Guide, Volume I. 14 NetBackup for Microsoft Exchange Server System Administrator s Guide

29 Configuration 3 This chapter provides information on configuring NetBackup to perform backup and restore operations of Exchange Server. Configuring NetBackup for Individual Mailbox Operations Configuring the Account Used for Exchange Server Restores Configuring Backup Policies Testing Configuration Settings User Interface Terminology Notes You can perform many of the configuration steps in this chapter from the NetBackup Administration Console on the master server. Depending on your master server s platform, the console is available in one or two forms. NetBackup supports a Java interface for both Windows and UNIX master servers. In addition, NetBackup supports a Windows interface for Windows master servers. The Java and Windows interfaces are nearly identical, but when there are interface differences in the configuration procedures, this manual uses the following headings to identify the interface being described: From the Windows interface: From the Java interface: 15

30 Configuring NetBackup for Individual Mailbox Operations Configuring NetBackup for Individual Mailbox Operations The following configuration must be performed so that NetBackup can backup and restore individual mailboxes and folders and items in the Public Folders. Note If in a cluster, the procedures in the following sections need to be performed on each Exchange node in the cluster. Configuring the NetBackup Client Service Log On Account By default, the NetBackup Client service uses Local System as the account on which to log on. To perform individual mailbox backups or restores, the service account needs to be changed to another valid Windows domain account. Note If in a cluster, these steps need to be performed on each Exchange node in the cluster. To verify or modify the Log On account for the NetBackup Client service 1. Open the Windows Services application. 2. Double-click on the NetBackup Client Service entry. 3. Click on the Log On tab. 4. If Local System account is not selected as the Log on account, proceed with step Provide the name of the account you wish to use for backups and restores on this client. Note To change this account, you must have administrator group privileges. 6. Stop and start the NetBackup Client Service. 7. Close the Services application. 16 NetBackup for Microsoft Exchange Server System Administrator s Guide

31 Configuring NetBackup for Individual Mailbox Operations Creating a Mailbox for the NetBackup Client Service In order for NetBackup to gain access to the mailboxes and folders to perform backup and restore operations, the NetBackup Client service account needs to be associated with a valid Exchange mailbox. It is recommended that you create a uniquely named mailbox for the NetBackup Client service account. Note If in a cluster, these steps need to be performed on each Exchange node in the cluster. Exchange 5.x For Exchange 5.x, if a mailbox is not created for the NetBackup Client service, you can use any existing mailbox on the Exchange Server to which the NetBackup Client service account is granted log on rights. To create a mailbox for the NetBackup Client service account 1. Using Exchange Administrator, create a new mailbox with a unique name. A unique name is one that does not already exist within the Exchange Organization. This name cannot be contained as a set of characters in an existing name. For example, if EXCH1 has been entered as the unique mailbox name, and there are other mailbox names such as EXCH1BACKUP or BACKUPEXCH1, backups or restores of individual mailboxes, or both, will fail. If you cannot create a unique mailbox name, you must enter the fully qualified name when configuring the mailbox for the NetBackup Client service account (see Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account on page 21). For example: /O=Org_Name/OU=Site_Name/CN=Server_Name/CN=EXCH1 or Create a new mailbox and assign a unique alias to the mailbox. Then, when configuring the mailbox for the NetBackup Client service account, enter only the alias. (See Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account on page 21.) 2. Double-click on the new mailbox and click the General tab. 3. Click Primary Windows NT Account and add the NetBackup Client service account. Chapter 3, Configuration 17

32 Configuring NetBackup for Individual Mailbox Operations 4. Select either a site container or recipient container that contains the mailboxes you want to back up. a. Click the Properties button. b. On the Permissions tab, add the NetBackup Client service account, select the Admin Role, and click OK. Note The minimum rights required for backing up and restoring a mailbox are Modify User Attributes and Modify Administrator Attributes. By default, the Admin role includes Add Child, Modify User Attributes, Modify Administrator Attributes, and Delete and Logon rights. The Admin role can be edited as a Custom role with only the minimum rights. If you elect to grant permissions individually to each mailbox rather than to grant access to all mailboxes at the site or recipient container level, you can assign the User role, which allows backing up and restoring mailboxes to which permissions have been given. This role can also be edited to include only the Modify User Attributes and the Modify Administrator Attributes. Exchange 2000/2003 To create a mailbox for the NetBackup Client service account 1. Using Active Directory Users and Computers, create a mailbox with a unique name. A unique name is one that does not already exist within the Exchange Organization. This name cannot be contained as a set of characters in an existing name. For example, if EXCH1 has been entered as the unique mailbox name, and there are other mailbox names such as EXCH1BACKUP or BACKUPEXCH1, backup or restore of individual mailboxes or both will fail. 2. Make this account a member of Domain Admins group. 3. Using the Exchange Administration Delegation Wizard, select the NetBackup Client service account and grant the Exchange Administrator access to the account. a. Start the Exchange System Manager program. b. Select the appropriate Administrative Group. c. Right-click on the Administrative Group and select Delegate Control. 18 NetBackup for Microsoft Exchange Server System Administrator s Guide

33 Configuring NetBackup for Individual Mailbox Operations 4. Click Next. 5. Click Add. 6. In the Delegate Control dialog box, browse for the mailbox created in step 1. a. From the Role list, select Exchange Full Administrator. b. Click OK. c. Click Next. d. Click Finish. 7. If you have an active/active configuration, continue with the next section, Granting the NetBackup Client Service Account Advanced Permission. Granting the NetBackup Client Service Account Advanced Permission If you have an active/active configuration, the NetBackup Client service must also be granted Receive As and Send As advanced permission on each virtual Exchange Server in the configuration. To grant the NetBackup Client service account advanced permission 1. Open Exchange System Manager. 2. Select the virtual Exchange Server name. Chapter 3, Configuration 19

34 Configuring NetBackup for Individual Mailbox Operations 3. Right-click on the virtual name and select Properties. 4. Click on the Security tab. 5. Select the NetBackup Client service account under the Name pane. 20 NetBackup for Microsoft Exchange Server System Administrator s Guide

35 Configuring NetBackup for Individual Mailbox Operations 6. Under Permissions, select Receive As and Send As. 7. Click OK. 8. Repeat step 2 through step 7 for each virtual Exchange Server in the cluster. Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account This configuration can be performed with the NetBackup Administration Console for Windows or for UNIX or through the Remote Administration Console. To configure the mailbox for the NetBackup Client service account 1. Open the NetBackup Administration Console or the Remote Administration Console. 2. In the left pane, expand Host Properties. 3. Click Clients. 4. In the right pane, right-click on the client you wish to configure and choose Properties. 5. Expand Windows client and click Exchange. 6. In the Mailbox for message level backup and restore box, specify the mailbox. The mailbox may be specified as: An Exchange mailbox name A fully-qualified name /O=Org_Name/OU=Site_Name/CN=Server_Name/CN=Mailbox_Name Chapter 3, Configuration 21

36 Configuring NetBackup for Individual Mailbox Operations A mailbox alias 7. Click OK. 22 NetBackup for Microsoft Exchange Server System Administrator s Guide

37 Configuring the Account Used for Exchange Server Restores Configuring the Account Used for Exchange Server Restores VERITAS recommends that the NetBackup client service use the same account that is running Exchange Services. If you are restoring from Exchange 5.x and are using an account other than the one used for Exchange, the account must be added to the local computer s Administrators group. It is not necessary to add the account to the domain Administrators or domain Admins groups. Exchange 5.x services need to be shut down in order to restore Exchange Server and Administrator privilege is necessary to shut down services in Windows. Chapter 3, Configuration 23

38 Configuring Backup Policies Configuring Backup Policies A NetBackup policy defines the backup criteria for a specific group of one or more clients. These criteria include: Storage unit and media to use Policy attributes Backup schedules Clients to be backed up Items (database objects) to be backed up To use NetBackup for Exchange Server, you need to define at least one MS-Exchange-Server policy with the appropriate schedules. A configuration can have a single policy that includes all clients, or there can be many policies, some of which include only one client. Most requirements for MS-Exchange-Server policies are the same as for file system backups. In addition to the attributes described here, there are other attributes for a policy to consider. For configuration instructions and information on all the attributes available, see the NetBackup System Administrator s Guide, Volume I. Adding a New Policy To add a new policy 1. Log on to the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. If your site has more than one master server, choose the one on which you want to add the policy. 4. From the Windows interface: In the left pane, right-click Policies and choose New Policy. From the Java interface: In the left pane, click Policies. In the All Policies pane, right-click the master server, and click New. The Add a New Policy dialog box displays. 5. In the Policy name field, type a unique name for the new policy. 24 NetBackup for Microsoft Exchange Server System Administrator s Guide

39 Configuring Backup Policies 6. Click OK. A dialog box displays in which you can specify the general attributes for the policy. 7. From the Policy Type box, select the MS-Exchange-Server policy type. Note The MS-Exchange-Server policy type does not appear in the drop-down list unless your master server has a license key for NetBackup for Exchange Server. 8. Complete the entries on the Attributes tab. For more information, see Description of Attributes on page Add other policy information. To add schedules, see Adding Schedules on page 26. To add clients, see Adding Clients on page 31. To add Exchange objects to the Backup Selections list, see Adding Backup Selections. 10. When you have added all the schedules, clients, and Backup Selections you need, click OK. The new policy is created. Description of Attributes With a few exceptions, NetBackup manages a database backup like a file system backup. The following table shows the policy attributes that are different for Exchange backups. This information is used when you are adding a new policy. Other policy attributes vary according to your specific backup strategy and system configuration. For more information on policy attributes, see the NetBackup System Administrator s Guide, Volume I. Description of Policy Attributes Attribute Policy type Description Determines the types of clients that can be in the policy and, in some cases, the types of backups that NetBackup can perform on those clients. To use NetBackup for Exchange Server, you must define at least one policy of type MS-Exchange-Server. Chapter 3, Configuration 25

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