EMC NetWorker Module for Microsoft Exchange Server Release 5.1

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1 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide P/N REV A02 EMC Corporation Corporate Headquarters: Hopkinton, MA

2 Copyright EMC Corporation. All rights reserved. Published February, 2009 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. 2 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

3 Figures Title Page 1 NetWorker Module architecture in an Exchange environment Example of a software and hardware configuration Traditional backup command and data flow Backup Options NetWorker tab with Use AES encryption check box Recover Options NetWorker tab with Use Alternate Key encryption check box Traditional recovery command and data flow Main Window: Change Server Backup window Backup Options dialog box: Exchange tab Backup Options dialog box: NetWorker tab Backup Options Dialog Box: NetWorker Module tab Create Client dialog box: General tab Create Client dialog box: Apps & Modules tab Create schedule and set level dialog boxes Exchange System Manager Database Properties dialog box Recover window for traditional operations Browse time selection Versions dialog box Recover Options Dialog Box: Exchange tab Recover Options dialog box: NetWorker Module tab Recover window for RSG restore Exchange Server mailbox hierarchy Overlap between all mailboxes and individual mailboxes Individual mail box backup save sets IS databases in storage groups IS save set backs up all mailboxes, and MB backs up selected mailboxes without overlap Exchange Servers dialog box Performance Monitor window EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 3

4 Figures 4 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

5 Tables Title Page 1 Levels for traditional database backups Effect of Marking Exchange objects Group resource attribute settings Client resource attribute settings Microsoft Exchange backup levels Media database entries for backup levels Groups tab icons File system and Exchange backups Objects recoverable from traditional backups Effects of browse time selection Volumes required for each backup level Mailbox save set notation Hypothetical weekly backup schedule for all mailboxes Hypothetical weekly backup schedule with overlapping save sets Weekly backup schedule with save sets at one level IS Save set Notation Weekly backup schedule with IS and individual mailbox save sets Performance Monitor access Save Set Notation Backup command syntax Backup command options Recover command syntax Recover command options NetWorker Module error messages EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 5

6 Tables 6 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

7 Contents Figures Tables Preface Chapter 1 NetWorker Module Introduction About the NetWorker Module NetWorker Module features NetWorker Module architecture Backup components Recover components NetWorker Module interoperability Using the NetWorker Module with NetWorker software Microsoft Windows and Exchange Server compatibility Backup operations Traditional backups Encrypting Exchange backup data Recovery operations Recovery phases Directed recovery Traditional recovery EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 7

8 Contents Chapter 2 Chapter 3 Chapter 4 Manual Backups About manual backups Performing a manual backup Performing a manual backup with NetWorker User for Exchange Server Effects of marking Exchange objects Scheduled Backups About scheduled backups Transaction log management Circular logging Log file truncation Configuring scheduled backups Avoiding overlapping save sets Task 1: Configure one or more Group resources Task 2: Configure one or more Client resources Task 3: Configure a schedule and set backup levels Task 4: Test the configuration Checking backup results Usage examples Using multiple Client and Group resources Excluding the Exchange 2000 Installable File System Create a directive to exclude the ExIFS from backups Improving performance Backup recommendations NetWorker Module backups NetWorker file system and system state backups Recovering Data from a Backup Traditional recovery operations Exchange objects recoverable from traditional backups Microsoft Exchange Recovery Storage Group Performing a recovery Task 1: Prepare to recover to an RSG (optional) Task 2: Set Exchange database properties to allow restore.. 80 Task 3: Set up the recovery Task 4: Specify the browse time (optional) Task 5: Select a backup version (optional) Task 6: View the required backup volumes (optional) Task 7: Set the recovery options Task 8: Start the recovery EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

9 Contents Task 9: Verify the recovery Recovering the KMS and SRS databases How to recover the KMS database How to recover the SRS database Recovering items in an RSG database Directed recovery Ensure the recovery server log file prefix matches the original Access requirements for directed recovery How to perform a directed recovery Replaying transaction logs Chapter 5 Chapter 6 Mailbox and Public Folder Operations Permission requirements Exchange 2007 MAPI installation kit Tips for backing up mailboxes and public folders Mailbox names Full Name convention Display Name convention Using wildcard characters to specify mailboxes for backup Using input and exclude files to specify objects for backup Task 1: Create the input or exclude file Task 2: Specify the file in the Client resource Backing up disabled and disconnected mailboxes Recovering mailboxes and public folders Deleted item retention Recovering mailboxes and public folders How to set permissions for public folder recoveries How to set permissions for mailbox recoveries Directed recovery of a folder from a database backup System requirements How to prepare the NetWorker server for the recovery How to recover a mailbox from a database backup How to recover a public folder from a database backup Planning Backups for Mailbox Level and Item Level Recoveries Performing consistent backups at the same level of hierarchy 122 Exchange Server mailbox hierarchy Exchange Server mailbox backup IS database backup EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 9

10 Contents Combining IS and Mailbox save sets Recovery from previous mixed-level backups Chapter 7 Chapter 8 Chapter 9 Backup and Recovery in a Microsoft Cluster Using the NetWorker Module in a Microsoft cluster Configure the NetWorker Administrators Users Group Scheduled backups in a Microsoft cluster How to schedule a backup in a Microsoft cluster Manual backups in a Microsoft cluster How to start a manual backup in a Microsoft cluster How to switch to a different virtual server How to start a manual backup from the command prompt Using a NetWorker Module input or exclude file in a Microsoft cluster Recovering an Exchange Server database in a cluster Starting a recovery using NetWorker User for Exchange Server Starting a recovery from the command prompt Backup and recovery recommendations Disaster Recovery Disaster recovery scenarios Recovery requirements Performing the recovery Task 1: Install the operating system on the Exchange Server host Task 2: Configure the Exchange Server for the recovery Task 3: Recover the file system to the Exchange Server Host Task 4: Recover the Exchange data Troubleshooting Backup or recovery does not start Backup fails because of error opening include.txt NetWorker Module log files Specifying the diagnostic output level Problems with scheduled mailbox backups Cannot run NME Incremental backups with NetWorker VSS. 159 Displaying client file index contents Using the Windows event log EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

11 Contents Using Windows support tools Active directory connection problems Monitoring backups and recoveries Using the Performance Monitor Appendix A Appendix B Save Set Notation and Command Syntax Using save set notation Save set notation NetWorker Module backup commands Backup command syntax NetWorker Module recover commands Messages Microsoft Exchange Server messages NetWorker Server messages NetWorker Module messages Glossary Index EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 11

12 Contents 12 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

13 Preface As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes. If a product does not function properly or does not function as described in this document, please contact your EMC representative. Audience Related documentation This guide is part of the EMC NetWorker Module for Microsoft Exchange Server, Release 5.1 documentation set, and is intended for use by administrators and others responsible for data management on Exchange servers. Readers of this guide are expected to be familiar with the following topics: Microsoft Exchange Server 2000, Microsoft Exchange Server 2003, and Microsoft Exchange Server 2007 EMC NetWorker client and server software Related documents include: The following sources provide additional information specific to this NetWorker Module: EMC NetWorker Module for Microsoft Exchange Server Installation Guide EMC NetWorker Module for Microsoft Exchange Server Release Notes EMC NetWorker User for Exchange Server Online Help EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 13

14 Preface These sources specific to the NetWorker server version are also available: EMC NetWorker Administration Guide EMC NetWorker Installation Guide EMC NetWorker Release Notes EMC NetWorker Online Help Other documentation sources that provide helpful information include: EMC NetWorker Command Reference Guide EMC NetWorker Error Message Guide EMC NetWorker Disaster Recovery Guide Microsoft Exchange Server documentation Conventions used in this document EMC uses the following conventions for special notices. Note: A note presents information that is important, but not hazard-related.! CAUTION A caution contains information essential to avoid data loss or damage to the system or equipment. Typographical conventions EMC uses the following type style conventions in this document: Normal Bold: Used in running (nonprocedural) text for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) Names of resources, attributes, pools, Boolean expressions, buttons, DQL statements, keywords, clauses, environment variables, filenames, functions, utilities URLs, pathnames, filenames, directory names, computer names, links, groups, service keys, file systems, notifications Used in running (nonprocedural) text for: Names of commands, daemons, options, programs, processes, services, applications, utilities, kernels, notifications, system call, man pages 14 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

15 Preface Italic: Courier: Used in procedures for: Names of interface elements (such as names of windows, dialog boxes, buttons, fields, and menus) What user specifically selects, clicks, presses, or types Used in all text (including procedures) for: Full titles of publications referenced in text Emphasis (for example a new term) Variables Used for: System output, such as an error message or script URLs, complete paths, filenames, prompts, and syntax when shown outside of running text Courier bold: Used for: Specific user input (such as commands) Courier italic: Used in procedures for: Variables on command line User input variables < > Angle brackets enclose parameter or variable values supplied by the user [ ] Square brackets enclose optional values Vertical bar indicates alternate selections - the bar means or { } Braces indicate content that you must specify (that is, x or y or z)... Ellipses indicate nonessential information omitted from the example Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at: Technical support For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account. EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide 15

16 Preface Your comments Comments and suggestions about our product documentation are always welcome. To provide feedback: 1. Go to: 2. Click the Feedback link. 16 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

17 6 NetWorker Module Introduction This chapter provides general and conceptual information about how the EMC NetWorker Module for Exchange Server backs up and recovers Microsoft Exchange data. It includes the following sections: About the NetWorker Module NetWorker Module architecture NetWorker Module interoperability Backup operations Encrypting Exchange backup data Recovery operations NetWorker Module Introduction 17

18 NetWorker Module Introduction About the NetWorker Module TheEMC NetWorker Module for Microsoft Exchange Server provides services that enable the NetWorker software to back up and recover Microsoft Exchange Server objects, while the Exchange server is online. The NetWorker Module integrates this capability into the centralized data protection solution NetWorker software provides for distributed, heterogeneous enterprise networks. Without regular backups, Exchange data can be lost due to hardware failures, software problems, or operator errors. If the Exchange transaction logs are lost, data can be recovered only to the time of the last full backup. Without a full backup, and logs of the subsequent transactions, Exchange data cannot be recovered. A backup strategy and disaster recovery plan help recover lost or unavailable Exchange data. NetWorker Module features NetWorker Module for Exchange Server 5.1 SP2 adds the following features: Exchange Server 2007 Mailbox Recovery from RSG (Recovery Storage Group). IPv6 support within the NetWorker client, as well as NetWorker 7.5 storage nodes and servers configured for IPv6. NME 5.1 SP2 continues support for IPv4 on NetWorker clients, storage nodes, and servers. Integration with the new NetWorker 7.5 Client Configuration Wizard. This provides Exchange-specific screens that simplify Exchange backup configuration. To use the new Client Configuration Wizard, NetWorker 7.5 must be installed on the NetWorker server host, NMC server host, NMC client (GUI) host, and the NME client. If NetWorker hosts with NetWorker or earlier, NME 5.1 SP2 clients need to be configured manually. Push install from a NetWorker 7.5 or later server. This allows a NetWorker administrator to mount a DVD containing the NME 5.1 SP2 packages on a DVD drive on NetWorker Server A, and direct the installation to NetWorker client B. Monitoring capabilities for manual backup and recovery jobs. The previous service pack, NME 5.1 SP1, provided several bug fixes but did not include any new features. 18 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

19 NetWorker Module Introduction NME 5.1 also provides the following features: Support for Exchange Server 2007 and Windows PowerShell operations. 256-bit AES encryption for savesets with NetWorker Server 7.3 or later. Traditional backup and recovery of the following: Entire Information Store (IS). Individual or multiple storage groups or databases. Note: Although it is possible to back up individual databases, it is not recommended. More information is available under Backup recommendations on page 68. Browse and recover individual items in a private mailbox found in the RSG (Recovery Storage Group). Items can be restored into mailboxes on the production server. All or individual items in private mailboxes, such as messages, tasks, contacts, and calendar items. Public folders. Individual items in public folders. KMS (Key Management Server). SRS (site replication service). Support for the following languages: Japanese French Simplified Chinese Korean NetWorker User for Exchange Server program, a graphical user interface for performing manual backup and recovery operations. Command-line support for performing traditional backup and recovery operations from the command prompt. Disaster recovery for all Microsoft Exchange Server data. Automatic mount and unmount of Exchange databases. Microsoft Cluster Server (MSCS) support for backup and recovery operations in a clustered virtual server configuration. About the NetWorker Module 19

20 NetWorker Module Introduction Windows Performance Monitor support, including performance counters for concurrent backup and recovery operations. Microsoft System Management Server (SMS) support, for automated installation of this NetWorker Module on multiple Exchange server hosts. 20 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

21 NetWorker Module Introduction NetWorker Module architecture The NetWorker Module for Exchange Server, release 5.1 offers enhanced support for Exchange Server features, including item-level recovery from RSG databases. Figure 1 on page 21 illustrates the NetWorker Module working in an Exchange 2007 environment. Storage array Exchange databases Exchange STORE.EXE ExOLEDB Windows PowerShell ADO MAPI ESE Backup/Recover API esebcli2.dll New components in version 5.0 Mailbox Service (32-bit) DC Active Directory WinWorker UI nwmexch.exe save only nsrxchsv.exe nsrxchmbsv.exe nsrexecd NWM Exchange Client Server savegrp NetWorker Server Scheduled backup Tape GEN Figure 1 NetWorker Module architecture in an Exchange environment NetWorker Module architecture 21

22 NetWorker Module Introduction To support the Exchange Server bit platform, the NetWorker Module save and recover programs are each divided into two applications for Exchange Server Backup components The backup process relies on nsrxchsv.exe (64-bit application), which handles the database backups and public folder backups and nsrxchmbsv.exe (32-bit application), which handles mailbox backups. The database backups and public folder backups are available only with 64-bit processing. The mailbox backups are available only with 32-bit processing running enabled with WOW64. (WOW64 enables 32-bit Windows-based applications to run on 64-bit Windows platforms.) Recover components The recover process relies on nsrxchrc.exe (64-bit application), which handles the database backups and public folder recovers and nsrxchmbrc.exe (32-bit application), which handles mailbox recovers. The database recovery and public folder recovery are available only with 64-bit processing. Mailbox recoveries are available only with 32-bit processing running enabled with WOW64. (WOW64 enables 32-bit Windows-based applications to run on 64-bit Windows platforms.) 22 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

23 NetWorker Module Introduction NetWorker Module interoperability This section explains the interoperability of the NetWorker Module for Exchange Server with the NetWorker client and server software on various Microsoft Windows and Microsoft Exchange Server platforms. Using the NetWorker Module with NetWorker software The NetWorker software provides backup and recovery capabilities for file system and system state data only. A file system backup, however, does not save Exchange data in a recoverable form. This NetWorker Module extends the NetWorker software capabilities to connect to Microsoft Exchange Server software for the purpose of backing up and recovering Exchange data. This NetWorker Module can connect to and interact with a NetWorker server running on any supported operating system platform. It is possible to run NetWorker server software and Microsoft Exchange Server on the same host computer, for example, in a test environment. For production usage, however, it is typically recommended that you run the NetWorker server and Exchange server software on separate host computers. The NetWorker client and NetWorker Module software must both be installed on the Exchange server host computer, and that host must be configured as a client of the NetWorker server. Figure 2 on page 23 shows an example configuration. Microsoft Exchange server NetWorker Client for Windows NetWorker Module for Exchange server NetWorker server host (Windows or UNIX) NetWorker storage node (optional) (Windows or UNIX) NetWorker Client for Windows NetWorker Client for UNIX GEN Figure 2 Example of a software and hardware configuration NetWorker Module interoperability 23

24 NetWorker Module Introduction NetWorker software compatibility Backward compatibility with NetWorker Module releases This NetWorker Module is interoperable with NetWorker software as follows: NetWorker release 6.0 or later is required for traditional backups of Exchange data. NetWorker release 7.3 or later is required to support 265-bit AES encryption for save sets. If NetWorker server software releases 7.3, or are installed, the NetWorker server software must be upgraded to software release and then quickfix LGTsc07813 must be applied to the server for correct operation. More information is available on Powerlink in KB article esg NetWorker release 7.4 or later is required for full localization support. NetWorker release 7.5 or later is required for the Client Configuration Wizard. To use the new Client Configuration Wizard, NetWorker release 7.5 must be installed on the NetWorker server host, NMC server host, NMC client (GUI) host, and the NME client. If NetWorker hosts with NetWorker release or earlier, NME 5.1 SP2 clients need to be configured manually. The EMC Information Protection Software Compatibility Guide contains additional and the most up-to-date information about NME compatibility. Release 5.1 recovers backups completed by NetWorker Module releases 4.0, 4.0.x, and 3.x. This includes backups of: Exchange IS, KMS, and SRS databases Individual mailboxes or mailbox items Individual public folders or public folder items Microsoft Windows and Exchange Server compatibility This NetWorker Module is interoperable with Microsoft Windows and Microsoft Exchange Server as follows: Traditional backup and recovery operations are supported on the following platforms: Microsoft Exchange 2000 Server on Windows 2000 Microsoft Exchange Server 2003 on Windows 2000 Microsoft Exchange Server 2003 on Windows Server EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

25 NetWorker Module Introduction Microsoft Exchange Server 2007 on Windows Server 2003 (x64) Microsoft Exchange Server 2007 on Windows Server 2008 (x64) Note: By default, Exchange database filenames end with.edb and.stm extensions. Database filenames that do not end with these standard extensions cannot be backed up or recovered by this NetWorker Module. Exchange Server 2007 no longer supports.stm files. The NetWorker Module will only backup and restore.edb files for Exchange Server The EMC NetWorker Module for Microsoft Exchange Server Installation Guide provides detailed system requirements. NetWorker Module interoperability 25

26 NetWorker Module Introduction Backup operations The following sections describe the features and functionality of this NetWorker Module's traditional backup operations. Traditional backups Database backup levels Table 1 You can run a traditional manual backup of Exchange data at any time, completely independent of any scheduled backups that might be configured. Performing a manual backup on page 37 provides more information. To configure a scheduled backup, an administrator must set NetWorker server resource attributes by using one of the following: NetWorker Management Console NetWorker 7.5 Client Configuration Wizard Configuring scheduled backups on page 50 provides more information. For traditional backups, the primary operation Microsoft Exchange Server supports is a database backup. A database backup uses the Exchange Backup API to save the database files and manage the transaction log files. The NetWorker Module provides the mechanism that integrates the Exchange database backup technology with NetWorker software features. Because the Exchange Backup API involves operations on both databases and transaction logs, its uses a different set of backup levels than the NetWorker software uses for backing up file systems. Table 1 on page 26 shows the backup levels for Exchange IS, KMS, and SRS databases. Levels for traditional database backups Exchange Server backup level Full Copy Exchange objects backed up Databases and transaction logs Committed log files truncated Yes No Incremental Transaction logs only Yes Differential No 26 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

27 NetWorker Module Introduction Before performing an incremental or differential backup, databases must be backed up at level full or copy. Mailbox and public folder backups By using a database backup, you can recover individual mailbox and public folder items. However, this requires one of the following: Performing a full recovery to a Microsoft Exchange Server 2003 Recovery Storage Group (RSG) and use of the Microsoft ExMerge utility (or NetWorker Module for Exchange Server feature to browse, select, and recover individual items from the RSG database.) Performing a full recovery to a Microsoft Exchange Server 2007 Recovery Storage Group (RSG) and use of Microsoft PowerShell. Performing a directed recover of the entire database to a separate recovery server. The NetWorker Module provides a better solution backup and recovery of mailboxes, public folders, and the items they contain. A backup of a mailbox or public folder is a brick-level backup. Each mailbox item is saved individually at the folder level, and each public folder item is saved individually at the item level. This allows for recovery of any mailbox or public folder item directly to the original Exchange server. When performing a mailbox (brick-level) backup, there is an option of specifying the level at which mailbox items can be recovered. The level is specified on the NetWorker Module tab of the Backup Options dialog box under Mailbox Granularity Level: The Folder Level setting allows for the recovery of mailbox items at the folder level only. This results in smaller client file indexes, which greatly enhances the performance of the NetWorker server at recovery time. This setting is beneficial in large Exchange environments, where client file indexes can become extremely large. The Item Level setting allows for the recovery of individual mailbox items. This setting provides finer granularity, but results in larger client file indexes on the NetWorker server. Public folder items can be recovered at the item level only. Backup operations 27

28 NetWorker Module Introduction! CAUTION To prepare to recover from a disaster, perform regular database backups. Mailbox or public folder backups, which are brick-level backups, cannot restore a database or perform a disaster recovery. Issues to remember about mailbox and public folder backups: They take longer than a database backup, and may have a significant impact on memory and CPU usage of the Exchange server host. They do not take advantage of the Microsoft Exchange Server concept of single-instance storage. The save sets they produce may be much larger than the original data. The Item Level setting rapidly increases the size of the NetWorker client file index. This may require additional disk space on the NetWorker server. You cannot perform a brick-level recovery unless you have performed a brick-level backup. When folder level index granularity is selected, all incremental mailbox backups are promoted to full backups. Incremental mailbox backups can only be used in conjunction with item level index granularity. When performing a mailbox backup in an environment with an RSG database, ensure that the database is unmounted before the backup is performed. If the database is mounted, mailboxes will be backed up twice. 28 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

29 NetWorker Module Introduction Traditional backup process overview Figure 3 on page 29 shows an overview of the process interactions among the NetWorker client and server, NetWorker Module, and Exchange server software during a traditional scheduled backup. NetWorker Client NetWorker Server Storage Media Microsoft Exchange Server Databases and Logs File Index Media Database Exchange Backup API nsrxchsv nsrxchmbsv NetWorker XBSA nsrindexd nsrmmdbd data interprocess communication nsrmmd nsrexecd savegrp nsrd GEN Figure 3 Traditional backup command and data flow When a traditional scheduled backup for a Microsoft Exchange Server client is triggered by nsrd on the NetWorker server, savegrp executes the NetWorker Module backup command (nsrxchsv or nsrxchmbsv) on the client instead of performing a standard NetWorker save. The nsrxchsv and nsrxchmbsv programs pass the backup data from the Exchange server NetWorker client to the NetWorker server through an X-Open Backup Services Application Programming Interface (XBSA). The NetWorker server software performs all scheduling and storage management tasks. Backup operations 29

30 NetWorker Module Introduction Encrypting Exchange backup data Exchange data can be encrypted using NetWorker Application Specific Modules (ASMs). Specifically, AES ASM is used to encrypt backup data. Exchange backup data can be encrypted with the AES ASM. The AES ASM provides 256-bit data encryption. Backup data is encrypted based on a user defined pass phrase. If no pass phrase is specified, data is encrypted with a default pass phrase. During data recovery, you must specify the pass phrase used at the time of backup if it is not the default or current pass phrase. Note: AES data encryption is supported in the NetWorker release. AES encrypted data can be recovered by using NetWorker 7.3 or later. Enable the Use AES encryption check box in the Backup Options NetWorker tab to encrypt backup data. This option is shown in Figure 4 on page 30. Figure 4 Backup Options NetWorker tab with Use AES encryption check box 30 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

31 NetWorker Module Introduction When recovering encrypted data, specify the pass phrase in the Recover Options NetWorker tab. This option is shown in Figure 5 on page 31. Figure 5 Recover Options NetWorker tab with Use Alternate Key encryption check box The EMC NetWorker Administration Guide provides complete information about AES encryption, and setting the pass phrase. Encrypting Exchange backup data 31

32 NetWorker Module Introduction Recovery operations Data can be recovered from a traditional backup at any time by using the NetWorker User for Exchange Server program or by running the NetWorker Module recover command (nsrxchrc or nsrxchmbrc) from the command prompt. Recovery phases Recovery is the process that fully returns backed up data to its previous state, so the data is once again accessible to users. For Exchange data, the recovery process occurs in two phases: The restore operation In this phase, the NetWorker Module retrieves a backup from a storage device and places the data in a specified location, so it is available to the Microsoft Exchange Server software. At this point, the data is inaccessible to Exchange users. The recovery operation Subsequent to the restore operation, Microsoft Exchange Server recovers the restored data by applying the restored transaction logs to the restored databases, as necessary. This ensures the databases are consistent, and returns the Exchange data objects to their state at the time of the last backup. Depending on the context, recovery can refer to either of the following: The Microsoft Exchange Server recovery operation. The entire process, beginning with the NetWorker Module restore operation, and ending with the Exchange server recovery operation. Directed recovery A directed recovery is an operation in which data is recovered to an Exchange server other than the one from which it was backed up. This NetWorker Module supports directed recovery of traditional backups of the Information Store. Traditional recovery For information about the kinds of Exchange objects that can be recovered from the various kinds of traditional backups, see Exchange objects recoverable from traditional backups on page EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

33 NetWorker Module Introduction Traditional recovery process overview Figure 6 on page 33 shows the NetWorker client and server interactions, and how data moves from the NetWorker client to the Exchange server during a traditional restore session initiated by the NetWorker Module. NetWorker Client NetWorker Server Storage Media Microsoft Exchange Server Databases and Logs File Index Media Database Exchange Backup API nsrxchrc nsrxchmbrc NetWorker XBSA nsrindexd nsrmmdbd interprocess communication data nsrmmd nsrd GEN Figure 6 Traditional recovery command and data flow The following steps describe the steps in the traditional recovery process: 1. A request for a traditional restore operation invokes the NetWorker Module recover commands, nsrxchrc and nsrxchmbrc. 2. The NetWorker XBSA API: a. Translates the object names requested by the NetWorker Module into a format that the NetWorker software understands. b. Forwards them to the NetWorker server nsrd service. 3. The media service, nsrmmd, invokes nsrmmdbd to search the NetWorker server s media database for the volumes containing the objects requested. 4. After the media is mounted, nsrmmd sends the data through the NetWorker XBSA API to nsrxchrc or nsrxchmbrc, which recovers the data to the Microsoft Exchange Server directories. Recovery operations 33

34 NetWorker Module Introduction 34 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

35 7 Manual Backups This chapter explains how to use the NetWorker User for Exchange Server program to perform manual, or unscheduled backups of Microsoft Exchange data. It includes the following sections: About manual backups Performing a manual backup Manual Backups 35

36 Manual Backups About manual backups Traditional backups of Exchange data can be initiated at any time. An unscheduled backup is called a manual backup because you explicitly mark the Exchange objects to back up, manually configure the backup, and then start the process by clicking Start. The backup begins immediately, and saves the marked objects sequentially. The best way to protect Exchange data is to schedule regular backups to begin automatically at a set time. However, due to the complexity of configuring scheduled backups by using the NetWorker Management Console, first back up data by using one of the following methods: Perform a manual backup by using the NetWorker User for Exchange Server program. Perform a basic scheduled backup by using the NetWorker Client Configuration. Note: To use the new Client Configuration, NetWorker release 7.5 must be installed on the NetWorker server host, NMC server host, NMC client (GUI) host, and the NME client. If NetWorker hosts with NetWorker release or earlier, NME 5.1 SP2 clients need to be configured manually. Chapter 8, Scheduled Backups, provides details about configuring scheduled backups. 36 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

37 Manual Backups Performing a manual backup A manual backup can be performed by using either of the following NetWorker Module interfaces on the Exchange server: The NetWorker User for Exchange Server program. Performing a manual backup with NetWorker User for Exchange Server on page 37 provides detailed instructions. The nsrxchsv and nsrxchmbsv commands from the command prompt. NetWorker Module backup commands on page 171 provides detailed command syntax. Note: If Site Replication Server (SRS) or Key Management Server (KMS) is installed on the Exchange Server host, but the corresponding Windows service is not started, the NetWorker User for Exchange Server program does not display a corresponding object in the Backup window. In this situation, SRS or KMS cannot be selected for backup. To back up SRS or KMS data, ensure that the appropriate Windows service (for SRS or KMS) is started before opening the Backup window in the NetWorker User for Exchange Server program. Performing a manual backup with NetWorker User for Exchange Server To perform a manual backup, complete the following tasks: Task 1: Start the NetWorker User for Exchange Server program on page 37 Task 2: Configure the backup on page 38 Task 3: Set the backup options on page 40 Task 4: Start and monitor the backup on page 45 Note: When performing a mailbox backup in an environment with an RSG database, the database must be unmounted before the backup is performed. If the database is mounted, mailboxes are backed up twice. Task 1: Start the NetWorker User for Exchange Server program 1. From the Windows Start menu, select the NetWorker User for Exchange Server program. The program s main window displays, and the NetWorker Module attempts to connect to a NetWorker server. Once the connection is made, the NetWorker server name appears on the status bar, at the lower left corner of the window. Performing a manual backup 37

38 Manual Backups 2. To connect to a different NetWorker server, select Select NetWorker Server from the Operation menu, as shown in Figure 7 on page 38. Figure 7 Main Window: Change Server 3. The Change Server dialog box displays. Select a NetWorker server from the list and click OK. Task 2: Configure the backup 1. Select Backup from the Operation menu (or click the Backup button on the toolbar). The Backup window, as shown in Figure 8 on page 38, displays a hierarchical list of the Exchange server s data objects available for backup. Figure 8 Backup window 38 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

39 Manual Backups 2. To expand an object, click the plus sign beside the object name. You can browse objects down to the individual item level in mailboxes and public folders. 3. To mark one or more objects for backup, click the box next to the object, or right-click the object name and select Mark. When marking items, remember: Marking an object automatically marks all objects nested beneath it. If an object s checkbox is shaded, some (but not all) of the objects nested beneath it are marked. Marking all objects nested beneath an object automatically marks the object itself. Information on what the NetWorker Module backs up for each object type is available in Effects of marking Exchange objects on page To unmark an Exchange object, click the box next to the object again, or right-click the object and select Unmark. Note: The Backup window does not retain object marking once the window is closed. If you close and reopen the Backup window, mark the Exchange objects again to include them in the next backup. Effects of marking Exchange objects Table 2 on page 39 specifies the correspondence between the objects marked for backup and the objects the NetWorker Module actually backs up. For example, marking the Information Store object marks each database in every storage group within the IS. Table 2 Effect of Marking Exchange objects (page 1 of 2) Object name Information Store <storage_group_name> <database_name> Private Mailboxes <mailbox_name> <mailbox_item_name> Backed-up data All databases in all storage groups a All databases in a particular storage group a A particular database All private mailboxes A particular mailbox A particular mailbox item b Performing a manual backup 39

40 Manual Backups Table 2 Effect of Marking Exchange objects (page 2 of 2) Object name Public Folder Trees <public_folder_name> <public_folder_item_name> Backed-up data All public folders A particular public folder A particular public folder item a. In the backup process, individual databases are backed up sequentially. b. In the backup process, the folder containing the item is saved. More information on what is recoverable from a backup of a particular type of object is available in Exchange objects recoverable from traditional backups on page 72. Task 3: Set the backup options 1. While the NetWorker User for Exchange Server Backup window is open, select Backup Options from the Options menu (or click Options on the toolbar). The Backup Options dialog box appears. 40 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

41 Manual Backups 2. On the Exchange tab, as shown in Figure 9, select the backup level for Exchange IS, KMS, and SRS database backups or for individual mailboxes, public folders, and the items they contain. All mailbox and public folder objects are only backed up at level Incremental or level Full. Figure 9 Backup Options dialog box: Exchange tab Note: The NetWorker Module automatically performs a full or copy backup when Exchange data is backed up initially, even when incremental or differential backup is specified. Information about how the NetWorker Module uses backup levels is available in Database backup levels on page 26. Information about how the Exchange backup levels correspond to the levels the NetWorker software uses for file system backups is available in Table 5 on page 61. Performing a manual backup 41

42 Manual Backups Backing up data in an Exchange 2007 cluster environment requires administrative access. If backing up data in this environment, enter the administrative account information in the fields provided. 3. On the NetWorker tab, as shown in Figure 10 on page 42, set the backup options that pertain to the NetWorker software. Figure 10 Backup Options dialog box: NetWorker tab The following backup options are available: Save Set Expiration Time Determines how long save set entries are browsable and the associated media volumes are excluded from automatic recycling. The expiration time cannot be set if the browse time or retention time is set. Save Set Browse Time Determines how long save set entries are browsable. The browse time cannot be set if the expiration time is set. The retention time can be set if the browse time is set, but the retention time must be equal to or later than the browse time. 42 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

43 Manual Backups Save Set Retention Time Determines how long save set entries are excluded from automatic recycling. The retention time cannot be set if the expiration time is set. The browse time can be set if the retention time is set, but the retention time must be equal to or later than the browse time. Group Selection This is an indirect way of specifying the pool used for the backup. The NetWorker server saves the data to the pool associated with the group selected. This option cannot be set if the Pool option is set. Pool Selection The pool to which the NetWorker server saves the backup data. This option cannot be set if the Group option is set. Use AES Encryption Specifies that data is backed up with AES encryption using the pass phrase that is currently set for the NetWorker Server. The EMC NetWorker Administration Guide provides additional information about AES encryption. 4. On the NetWorker Module tab, as shown in Figure 11 on page 43 set the backup options pertaining to this NetWorker Module. Figure 11 Backup Options Dialog Box: NetWorker Module tab Performing a manual backup 43

44 Manual Backups Skip Backup of Mailbox Folder Provides the option of skipping the Sent Items folder and/or the Deleted Items folder during a backup operation. The setting applies to all mailboxes backed up during the operation. Mailbox Granularity Level Determines the level at which backed-up mailbox items will be available for recovery. Select Folder Level to configure the backup to allow recovery of mailbox items at the folder level only. Individual items are unavailable for selection. Instead, all items within a specified folder will be recovered simultaneously. The default is Folder Level. Select Item Level to configure the backup to allow recovery of individual mailbox items. Although this level provides finer granularity, it results in larger client file indexes on the NetWorker server. Diagnostic Output Level Determines the amount of detail that appears in the Backup Status window and is written to the <NetWorker_install_path>\applogs\nsrxchsv.raw or <NetWorker_install_path>\applogs\nsrxchmbsv.raw files during the next backup. In general, set this level above zero only when troubleshooting or closely monitoring a backup. Diagnostic output levels above zero are intended primarily for use by NetWorker Technical Support. The diagnostic messages are undocumented. Input File A file containing a list of the Exchange objects to back up. This is an alternative to marking objects for backup. Information on input files is available in Using input and exclude files to specify objects for backup on page 108. Temporary Folder Location The folder where the NetWorker Module places temporary files during a mailbox (brick-level) backup. By default, the <NetWorker_install_path>\tmp directory is used. Temporary files are written to this location for mailbox operations only. A temporary folder location is not required for other types of backups, such as a storage group or database backup. A temporary file as large as 2 GB may be created during backup of a single large mailbox or mailbox folder. 44 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

45 Manual Backups Task 4: Start and monitor the backup 1. Once the backup is configured as instructed in Task 1 through Task 3, click Start. 2. While the backup is running, monitor the progress in the NetWorker User for Exchange Server program s Backup Status window. Note: Mailbox sizes displayed in the Backup Status window reflect the size of the corresponding.pst files, and therefore do not exactly match the mailbox sizes displayed in the Backup window. 3. To cancel a backup, select End Backup from the File menu, or simply close the Backup window while the backup is in progress. Chapter 14, Troubleshooting, provides details if you encounter problems during the backup. Information on using the Windows Performance Monitor to view the progress of the backup is available in Using the Performance Monitor on page 164. Performing a manual backup 45

46 Manual Backups 46 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

47 8 Scheduled Backups This chapter explains how to configure scheduled backups of Exchange data. It includes the following sections: About scheduled backups Transaction log management Configuring scheduled backups Checking backup results Usage examples Excluding the Exchange 2000 Installable File System Improving performance Backup recommendations Scheduled Backups 47

48 Scheduled Backups About scheduled backups The most reliable way to protect Exchange data is to schedule backups of the Exchange server to run at regular intervals. Scheduling backups for this NetWorker Module is similar to scheduling NetWorker backups of file systems. On the NetWorker server, appropriate attribute values must be set for various resources, such as Policy, Group, and Client resources. This is done by an administrator using the NetWorker Management Console and requires a working knowledge of the NetWorker software. An alternative method of scheduling backups is to use the new NetWorker 7.5 Client Configuration. This provides Exchange-specific screens that simplify Exchange backup configuration. To use the new Client Configuration, NetWorker 7.5 must be installed on the NetWorker server host, NMC server host, NMC client (GUI) host, and the NME client. If NetWorker hosts with NetWorker or earlier, NME 5.1 SP2 clients need to be configured manually. The EMC NetWorker Release 7.5 Administration Guide provides instructions on how to use the NetWorker Client Configuration. To plan scheduled backups, it is important to understand the kinds of Exchange objects this NetWorker Module can recover. Exchange objects recoverable from traditional backups on page 72 provides additional details. Note: Traditional backups ignore any databases included in a Recovery Storage Group (RSG). Information is available in Microsoft Exchange Recovery Storage Group on page 74. A description of this NetWorker Module s backup capabilities, and information about the backup levels that can be configured are available in Backup operations on page 26. Note: To prepare for system failure or data loss on an Exchange server, develop a backup plan that includes scheduled NetWorker file system and system state backups in addition to regular NetWorker Module backups of Exchange data. NetWorker file system and system state backups on page 69 provides more information. 48 EMC NetWorker Module for Microsoft Exchange Server Release 5.1 Administration Guide

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