Snapshot Agents USER GUIDE

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1 Snapshot Agents USER GUIDE

2 FalconStor Snapshot Agents User Guide User Guide content for individual agents may change between major product versions of FalconStor CDP/NSS in order to reflect agent updates released via patches. In this guide and its table of contents, the heading for changed content will be followed by (updated Month Year). The document code at the bottom of the page shows the guide publication date. FalconStor Software, Inc. 2 Huntington Quadrangle, Suite 2S01 Melville, NY Phone: Fax: Web site: Copyright FalconStor Software. All Rights Reserved. FalconStor Software, IPStor, TimeView, and TimeMark are either registered trademarks or trademarks of FalconStor Software, Inc. in the United States and other countries. Linux is a registered trademark of Linus Torvalds. Windows is a registered trademark of Microsoft Corporation. All other brand and product names are trademarks or registered trademarks of their respective owners. FalconStor Software reserves the right to make changes in the information contained in this publication without prior notice. The reader should in all cases consult FalconStor Software to determine whether any such changes have been made. This product is protected by United States Patents Nos. 7,093,127 B2; 6,715,098; 7,058,788 B2; 7,330,960 B2; 7,165,145 B2; 7,155,585 B2; 7.231,502 B2; 7,469,337; 7,467,259; 7,418,416 B2; 7,406,575 B2, and additional patents pending

3 Snapshot Agents User Guide Contents Introduction User interface General installation requirements (updated June 2014) Additional resources Snapshot Agent for Microsoft VSS Storage configuration guidelines Install the snapshot agent Silent install Configure the snapshot agent Snapshot options Advanced options Batch file options Manage the trace log Create a diagnostic X-ray file Test the snapshot agent History and event logs Remove snapshot agent software Error codes Hardware Provider Service Errors in the Windows event log Snapshot Agent for Microsoft Exchange Storage configuration guidelines Install the snapshot agent Silent install Configure the snapshot agent options Batch file options Monitor tab Manage the trace log Configure service-enabled devices Test the snapshot agent (updated March 2014) Confirm snapshot status Purge log utility Remove snapshot agent software Snapshot Agent for Microsoft SQL Server Guidelines Requirements Requirements for VMware environments Install the snapshot agent Silent install Configure the snapshot agent Database Security options Database Options tab Advanced Options tab Snapshot Agents User Guide i

4 Batch Files tab Monitor tab Transaction log backup best practice The <databasename>.hisu file Test the snapshot agent Recover a database manually Command line interface Manage the trace log Create a diagnostic X-ray file Remove snapshot agent software Snapshot Agent for Oracle Support for file systems Install the snapshot agent Install on Windows Silent install Install on Linux Install on AIX Install on Solaris Configure the snapshot agent Configure the snapshot agent on a Windows machine Database Security options Batch file options Monitor options Manage the trace log Configure the snapshot agent on a Solaris machine Configure ASM disks Configure the Oracle Listener Configure the snapshot agent on a Linux or AIX machine (Unix only) Add root user to database groups (Unix only) Set root user s PATH and LD_LIBRARY_PATH Turn on Oracle archive logging Test the snapshot agent (updated March 2014) Remove snapshot agent software Protect and recover Oracle databases Database design with virtual devices Data backup and protection scenarios TimeMark TimeMark Copy TimeView Replication TimeMark rollback Complete backup using a TimeView or TimeMark Copy Recovery scenarios Disk failure User failure Operator failure Restore backed-up Oracle databases Snapshot Agents User Guide ii

5 Automatic recovery Manual recovery Snapshot Agent for FileSystems Install the snapshot agent Install on Windows Silent install Install on Linux and AIX Configure snapshot agent options Batch file options Monitor tab Manage the trace log Update registry for service-enabled devices Test the snapshot agent (updated March 2014) Remove snapshot agent software Snapshot Agent for MySQL Install the snapshot agent Install on Windows Install on Linux Test the file system agent (updated March 2014) Manage the trace log Remove snapshot agent software Snapshot Agent for IBM DB2 Universal Database Install the snapshot agent on AIX Install on AIX Add root user to database groups Set root user s PATH and LD_LIBRARY_PATH Test the snapshot agent (updated April 2014) Log information Remove snapshot agent software Snapshot Agent for Lotus Notes /Domino Install the snapshot agent Install on Windows (updated June 2014) Silent install Install on Linux Install on AIX Configure the snapshot agent on a Windows machine Test the snapshot agent (updated March 2014) Manage the trace log Remove snapshot agent software Index Snapshot Agents User Guide iii

6 Introduction Today s businesses put increasing demands on information and databases, resulting in the need for 24x7 availability and high performance. However, evergrowing capacity presents significant challenges to meeting these requirements. One of the most important issues identified by system administrators is the amount of time associated with backup - and more important, recovery. Recovering corrupted or lost data can cause extreme downtime for hours or even days. Because it takes a significant amount of time to copy large amounts of data to tape (or other media), data on the source device can change before copying is complete. As a result, the data written to tape represents changes over a period of time and does not have point-in-time consistency with the source. This means no guarantee that the data written to tape can be meaningfully restored. This is where FalconStor snapshot agents come in. Snapshot agents installed on host machines coordinate the process of taking snapshots, safely and reliably copying data as of a point in time with transactional integrity. Snapshots can be used for data copy, third-party backup, and as the basis for disaster recovery. Snapshot agents work seamlessly with FalconStor Continuous Data Protector (CDP) and Network Storage Server (NSS) options for TimeMark snapshots, replication, snapshot copy, ZeroImpact backup, and FalconStor HyperTrac Backup Accelerator, all of which are based on snapshot technology. FalconStor provides a snapshot agent for all supported database and messaging applications. The agent can use the functions or capabilities provided by the application to perform I/O quiescence before a snapshot is taken. The snapshot agent coordinates the operation between the application and the FalconStor snapshot system to bring the data to a consistent state and put databases into backup mode before the snapshot is created on the server side. Taking a snapshot is an instantaneous operation - it does not take any time because it is just a change of state. Snapshot agents reside on client hosts, which are remote from the server on which the snapshot mechanism operates. Coordination between the client and the server occurs in one of two possible forms. For in-band solutions, where the protected disk is the primary disk for the application and snapshot notification has been enabled on the disk, or selected in the schedule for automatic snapshots or when a manual snapshot is created, the server sends a snapshot notification to the client based on a scheduled operation or on-demand from the server console. The snapshot agent quiesces the database or messaging application and then returns a status to the server. The server creates the snapshot and informs the agent that the snapshot has been created. The agent then releases the application to normal operation. For sideband solutions, where DiskSafe mirrors data to the server, DiskSafe initiates a snapshot notification to the agent; after the agent has quiesced the database or messaging application, the snapshot request is sent to the server, which responds by creating the snapshot for the volume on the disk Snapshot Agents User Guide 1

7 Introduction that was provisioned by the server. The server then returns a success message to DiskSafe, which notifies the snapshot agent to release the data image to normal operation. Applications can immediately recognize and use data images created with the assistance of snapshot agents. Without snapshot agents to help achieve quiescence, data images might be seen as corrupted or otherwise unrecognizable when mounted. The snapshot agent is a critical component for creating usable snapshots. When replication is used in conjunction with snapshot agents, a copy of each snapshot - a replica - is maintained for off-host processing. Not only can the replica be backed up, but data can be changed for testing, what if analysis, or training purposes. Systems can be resynchronized quickly and easily with no impact on the production server. Snapshot agents help simplify many data management tasks, meeting the requirements of high availability and high performance in today s workplace. The following agents are available: Snapshot Agent for Microsoft VSS Snapshot Agent for Microsoft Exchange Snapshot Agent for Microsoft SQL Server Snapshot Agent for Oracle Snapshot Agent for FileSystems Snapshot Agent for MySQL Snapshot Agent for IBM DB2 Universal Database Snapshot Agent for Lotus Notes /Domino Snapshot Agents User Guide 2

8 Introduction User interface Microsoft Windows-based agents provide a configuration utility for the purpose of specifying backup or database settings, mount points, and application/database server access information. Options vary per agent. Agents for other operating systems provide command-line configuration. The Windows-based configuration utility includes a drop-down menu displayed from the icon in the upper left corner of the utility window. The following support options are available: X-ray - The X-ray feature collects technical information - such as storage server messages and a snapshot of the server s current configuration and environment - for diagnostic purposes. Taking an X-ray generates a.cab file that you can send to FalconStor Technical Support for analysis. Trace log - The trace log collects information on agent activity, depending upon the level of detail requested by Technical Support. Log file content varies for each snapshot agent. General installation requirements (updated June 2014) A snapshot agent can be installed on any client machine that has the ability to connect to the storage server.the items below apply to installation of any snapshot agent that is part of an in-band solution. Silent install is supported for all agents. Additional requirements and Installation details are included in agent-specific sections of this guide. You can download software builds, patches, and documentation related to your FalconStor product from the FalconStor Customer Support Portal at support.falconstor.com (account required). Click the View Builds, Patches, & Documentation link in the GA Releases area to complete a simple search form and display available downloads. Install and configure an iscsi initiator or Fibre Channel HBA on the client machine. Launch the iscsi initiator and identify the storage server as the target server. In order to install a snapshot agent, you must be an administrator or have administrator privileges on the client machine. On the storage server, make sure the client machine has been added as a SAN Client in the FalconStor Management Console. Assess the requirements of each database or messaging system in order to determine how many resources are required. For instance, databases typically require data files to be on a separate disk from log files; in this case, two resources are required. On the storage server, create SAN Resources (logically mapped storage devices on the storage network) for each client s database/messaging system files and assign them to the related SAN Client. Snapshot Agents User Guide 3

9 Introduction Migrate the database/messaging system files you want to protect to the new resources. Create a Snapshot Resource on each SAN Resource. Continuing on the storage server, create a group for each client machine s SAN Resources. In the FalconStor management console, groups (also referred to as snapshot groups) are listed below the Logical Resources object. Doing this ensures transactional integrity for database and messaging files that reside on multiple disks. Whenever a snapshot is triggered, a snapshot is taken for each resource in the group. Before you install the snapshot agent, install the FalconStor Intelligent Management Agent (IMA). IMA enables the client machine to access storage server resources and manages notifications from the storage server. If IMA is not detected when snapshot agent installation begins, an error message will be displayed. You will need to cancel the procedure, install IMA, and then repeat snapshot agent installation. The SAN Disk Manager (SDM) user interface is provided on Windows machines. The Intelligent Management Agent User Guide includes details for operating IMA on Windows and Linux clients. Notes: If you have an out-of-band FalconStor CDP solution and FalconStor DiskSafe was previously installed on the client machine, IMA is already installed. If you plan to take snapshots of a volume that uses a mount point path instead of a drive letter and you will be using FalconStor NSS with a Windows snapshot agent (other than the Snapshot Agent for VSS), you must add a registry value in order for IMA to recognize the path value. In the Windows Registry Editor, navigate to HKEY_LOCAL_MACHINE\SOFTWARE\FalconStor\IMA\CurrentVersion\. Add a DWORD (32-bit) value with the name USEMOUNTPT and set the value to 1. Install and configure the snapshot agent that corresponds to your database/ application (such as Microsoft Exchange, SQL, or Oracle). For in-band solutions, you must also install the Snapshot Agent for FileSystems with all Windows snapshot agents except the Snapshot Agent for VSS. Except for this requirement, FalconStor does not recommend installing multiple snapshot agents on the same host, as this may cause conflicts during the snapshot process that result in snapshot failure. Note: In this guide, storage server refers to the FalconStor storage server, whose associated storage is managed in the FalconStor Management Console. For details about snapshot agent installation as part of an out-of-band solution such as FalconStor DiskSafe, refer to the user guide for that solution. Snapshot Agents User Guide 4

10 Introduction Additional resources This guide supports the latest version of each snapshot agent. Snapshot agents are designed to work with FalconStor Continuous Data Protector (CDP) and FalconStor Network Storage Server (NSS). For more information, refer to the CDP/NSS User Guide. CDP and NSS support use of snapshot agents on most major platforms. For specific support information, refer to the Snapshot Agent Release Notes and the Certification Matrix on the FalconStor website. Note that the product release notes and patch descriptions can include information that may not appear in the user guide. Be sure to review all available documents. If you need technical support, create a support ticket on the FalconStor Customer Support portal. Snapshot Agents User Guide 5

11 Snapshot Agent for Microsoft VSS The FalconStor Snapshot Agent for Microsoft Volume Shadow Copy Service (VSS) protects VSS-aware application drives with full point-in-time consistency. Users are always able to fully access the data, while the backup software sees a stable, read-only snapshot image. When snapshot notification has been enabled on the protected disk, or selected in the schedule for automatic snapshots or when a manual snapshot is created, the CDP/NSS server sends a snapshot notification to the application server running the snapshot agent before the snapshot is taken. After the VSS snapshot agent creates a snapshot of application data, the snapshot is mounted as a temporary snapshot view device and assigned to the host. (A snapshot may be referred to as a TimeMark; a mounted snapshot may be referred to as a TimeView.) The snapshot agent requestor clears read-only and hidden flags and saves writer metadata to each volume. The hardware provider performs additional cleanup and then tells CDP/NSS to unassign and delete the mounted snapshot; data from the mounted snapshot is then saved. The VSS snapshot agent can be used on a VMware virtual machine either by assigning data LUNs directly to the virtual machine from NSS, or by implementing an out-of-band solution for protecting local data storage using FalconStor DiskSafe. The VSS snapshot agent can also create snapshots of Cluster-Shared Volumes (CSVs) that are part of an NSS solution that protects Windows Server 2012 R2 Hyper-V clusters. Microsoft VSS provides the backup infrastructure for Microsoft Windows operating systems, using a set of extensible application programming interfaces (APIs) to create consistent point-in-time copies of application data (shadow copies) across multiple volumes, regardless of the snapshot technology or application, by coordinating with business applications, filesystem services, backup applications, fast recovery solutions, and storage hardware. The FalconStor Snapshot Agent for VSS takes consistent point-in-time snapshots of VSS-aware application data and communicates with FalconStor Continuous Data Protector (CDP) and FalconStor Network Storage Server (NSS) using its own requestor and hardware provider. The hardware provider creates snapshot volumes and is compatible with any third-party VSS requestor. Microsoft VSS consists of four components: Requestors that start the VSS backup or restore operation and manage metadata. Writers that prepare applications for backups and restores. Hardware Providers that create the snapshot shadow copies by communicating with hardware. VSS Service - The Windows service that controls VSS operations by coordinating the other components. The VSS snapshot agent is designed to make backups uniform across applications. Some writers have distinct behaviors. Snapshot Agents User Guide 6

12 Snapshot Agent for Microsoft VSS Microsoft Exchange For snapshots of Exchange databases and log files on shadow copy devices, the snapshot agent can verify the checksum of the database and log files on the snapshot view, similar to the way this occurs for FalconStor IntegrityTrac. Snapshot verification may take a long time to complete and can be disabled in the snapshot agent configuration tool (refer to Configure the snapshot agent ). Refer to the Certification Matrix on the FalconStor website to determine the versions of Exchange supported by the Snapshot Agent for VSS. Microsoft Hyper-V In order to use the VSS agent with a virtual machine, Hyper-V integration tools must be installed; otherwise, the virtual machine is temporarily suspended and saved to the disk while a snapshot is being created. When snapshot view devices are assigned to the host during a full backup, the Hyper-V writer will roll back each virtual machine to the same point in time. In a Hyper-V cluster using CSVs, the snapshot agent identifies the master node in the cluster and takes a snapshot of that node. Snapshot Agents User Guide 7

13 Snapshot Agent for Microsoft VSS Storage configuration guidelines Install the snapshot agent Microsoft VSS supports devices formatted in NTFS or ReFS. Microsoft VSS limits the number of volumes in a group to 64. All devices in a snapshot group must be assigned to the same client(s) In order to replicate Microsoft VSS snapshots, the TimeMark option must be enabled on the primary and replica CDP/NSS virtual disks. When Continuous Replication is enabled on a device assigned to the client, the Create Primary TimeMark and Synchronize Replica TimeMark options must be selected in order to ensure synchronous VSS snapshots on both the primary and replica CDP and NSS resources. This is necessary because VSS snapshots contain additional VSS data that will be replicated only if these options are selected. If an application database and its log files are saved to different SAN resources, they must be joined to the same snapshot group in order for both resources to be backed up at the same time. The snapshot must be triggered at the group level. Dynamic disks are not supported. Complete the required steps described in General installation requirements. Note: Do not install the Snapshot Agent for VSS with non-vss agents; i.e., do not install the Snapshot Agent for Microsoft Exchange if the Snapshot Agent for VSS is installed. Refer to the Snapshot Agent Release Notes to identify the snapshot agents that are compatible with your installed applications and databases. Installation requires the following: The client machine must support Microsoft VSS. The storage array used by the client must support SCSI commands required by Microsoft VSS, such as page 0x80 and 0x83 SCSI inquiry commands. Contact your storage array provider to verify. To install the snapshot agent: 1. Run the installation file. 2. When prompted, enter your license keycode. The snapshot agent license must be activated (registered with FalconStor). If your computer has an Internet connection, the license is activated as soon as you enter your keycode and click Next. However, if your Internet connection is temporarily unavailable or if your computer has no Internet connection, your license will not be activated. You must activate your license within 30 days. Snapshot Agents User Guide 8

14 Snapshot Agent for Microsoft VSS If your Internet connection is temporarily unavailable, your license will be activated automatically the next time the snapshot agent is invoked, assuming you have an Internet connection then. You can also add your license through IMA. If your computer has no Internet connection, you can perform offline activation using IMA (refer to the Intelligent Management Agent User Guide). 3. When done, click Finish. The snapshot agent will be installed to the same directory as IMA. After the installation completes, the configuration utility launches automatically. Silent install Silent install is supported for snapshot agents. To install the agent in silent mode, perform the following steps: 1. Download the package from the FalconStor Support Portal and extract the agent package. 2. From the command line, navigate to the folder to which you extracted the package. 3. Install the Intelligent Management Agent: cd ima setup.exe /s cd.. 4. Install the snapshot agent: setup /s or setupsilent.bat When installing the snapshot agent in silent mode on any 64-bit platform, run setupsilent.bat from the AMD64 directory. Snapshot Agents User Guide 9

15 Snapshot Agent for Microsoft VSS Configure the snapshot agent Snapshot options After the installation completes, a configuration utility launches. Complete configuration as described below. When you are done, click OK to save the changes you made in all tabs and either keep the utility open or exit. Click Cancel to exit the utility and discard any changes. To access this utility at a later time, select Start --> Programs --> FalconStor --> Configuration for Snapshot Agent for VSS, which runs vsscfg.exe. Perform a full backup Run database or application verification The Snapshot tab allows you to configure or disable full and copy backups. Each writer decides how to handle a copy backup, but transaction log files are not usually truncated. Always (the default) - Always perform a full backup. Between the following times - If snapshot notification occurs between the times you specify, the snapshot will be a full backup. Every Nth snapshot - Snapshots are counted, with the first snapshot following a full backup designated as 1. When the count reaches the number you specify, that snapshot will be a full backup. For example, if you set the value to 5, every fifth snapshot will be a full backup. Note that if you revise this value to a lower number and the count is currently higher, the next backup will be a full backup, after which the count will restart. Never - Always perform a copy backup. You can specify when the Snapshot View should be verified during the snapshot process. Currently, verification is compatible only with Microsoft Exchange. When verification is enabled, the agent checks to see if Exchange is involved after Snapshot Agents User Guide 10

16 Snapshot Agent for Microsoft VSS Advanced options snapshot creation is finished. You can disable this option if the process takes too much time. For Exchange snapshots, the snapshot agent will verify the checksum of the database and log files on the Snapshot View, similar to IntegrityTrac. Always (the default) - Always run the verification. After a full backup - Run the verification if the current snapshot is a full backup. Never - Never run the verification. Use the advanced options to further refine snapshot configuration. VSS mount point directory - the directory on which snapshot view volumes are mounted. Drive letters are not assigned to these volumes. CDP/SafeCache timeout - set to 180 seconds (3 minutes) by default. Specify the number of seconds the hardware provider should wait for the storage server to flush the CDP journal/safecache resource when asked to import (create) a snapshot view volume. Since this process is potentially time consuming, the maximum setting is seconds (24 hours). Exchange object verification timeout in minutes - set to 360 minutes by default. If this timeout is exceeded before the agent has verified the Exchange database, the agent will stop the verification process the snapshot will fail. Allow snapshot of mount point volumes - enabled by default, which sets a registry value for IMA. When this option is enabled, the snapshot agent can identify path information for volumes mounted to directories. Storage Server for import operations - set to Automatic by default. In most cases this option should not be changed. However, if the client is registered to both the source and target of a replication pair, select the storage server to which the hardware provider should send RPCs for snapshot view assignment when multiple storage servers are used. Snapshot Agents User Guide 11

17 Snapshot Agent for Microsoft VSS Batch file options On the Batch Files tab, indicate if you want to run batch files before and/or after each snapshot. Manage the trace log In order to run batch files, you must enter an administrative user name and password for the local computer. Click the Create/Edit button and use Notepad to generate batch files. The trace log is a diagnostic tool used by Technical Support to help solve system problems. Each trace log contains technical information about your system as well as system messages and is updated whenever a snapshot occurs. Some of the messages that appear in the trace log are also sent to the Windows Event Log. Do not adjust the trace log setting unless you are requested to do so by a Technical Support representative. The configuration utility lets you maximize the level of detail that is displayed. 1. Click the icon in the upper left corner of the configuration utility and select Settings in the menu. The default value is 0. Snapshot Agents User Guide 12

18 Snapshot Agent for Microsoft VSS Create a diagnostic X-ray file 2. Select the Specify Trace Log level checkbox to maximize the level of detail displayed for agent activity. The value in the text box will change to 10. The trace log will include a list of the databases that have been backed up and other information that can be used to provide support. The log will reflect the change after the next snapshot is taken. The X-ray feature collects technical information - such as storage server messages and a snapshot of the server s current configuration and environment - for diagnostic purposes. Taking an X-ray generates a file (Agent.cab) that you can send to FalconStor Technical Support for analysis. 1. Click the icon in the upper left corner of the configuration utility and select Take X-ray in the menu. 2. Browse to and select the location to which the.cab file should be generated, and optionally change the default file name. The X-ray file will be generated to the specified location. Snapshot Agents User Guide 13

19 Snapshot Agent for Microsoft VSS Test the snapshot agent In order to understand how to view VSS snapshots in the FalconStor Management Console, create a manual snapshot of a virtual drive. To confirm that data in the snapshot is valid, create a TimeView from the snapshot and assign it to the client, then review the data. 1. In the console, select the virtual drive you want to use (under Logical Resources --> SAN Resources). Right-click the drive and select TimeMark/CDP --> Create. 2. Click OK. 3. In the console, select the TimeMark tab for the resource, then click the Timestamp column. The new snapshot should appear at the top of the list, with Yes with VSS in the Quiescent column. Values in the TimeView column can be available (data is present), none (there is no data), or in use (the mounted snapshot is active). History and event logs Snapshot agent events/history are recorded in the Microsoft Windows Event Log as Snapshot Agent events. If you are using a VSS snapshot agent build higher than 600, the hardware provider also logs events through the snapshot agent. Remove snapshot agent software Remove the software from the Windows Control Panel. Snapshot Agents User Guide 14

20 Snapshot Agent for Microsoft VSS Error codes Error Code Type Text Probable Cause Suggested Action General 1002 Warning Shadow copies will not be assigned during backup 1003 Warning Not running consistency check on snapshot 1004 Error Failed to acquire lock, or another backup or restore is running Some of the volumes in the snapshot set are on dynamic disks. The agent is configured to not perform consistency check. Another backup (snapshot) or restore operation is in progress. Move all volumes to basic disks. The agent configuration tool has a few options for this. Check that it is set correctly. Only one backup or restore operation is allowed at a time Error Out of memory The system is out of memory. Check the system resources Error Error writing registry values 1007 Error One or more volumes in the set are not formatted NTFS The user does not have administrator rights on the local machine or the registry has been modified manually. Some of the volumes in the snapshot set are on non-ntfs volumes. Check the user rights and that the registry has not been modified manually. If the registry has been changed, reinstall the agent. All volumes in the set need to be formatted NTFS. Move all non-ntfs volumes to NTFS Error HWP service is not started Agent installation or HWP service configuration may not be complete. Check the HWP service configuration to see if it can be started manually. Virtual Disk Service 1101 Error Failed to load VDS The virtual disk service may hang when busy. Close all agents and the Microsoft disk management MMC, stop the virtual disk service and retry Error Failed to clear volume flags The virtual disk service may be busy or the TimeView may not be good. Check the integrity of the TimeView and retry if it is good. Snapshot Agents User Guide 15

21 Snapshot Agent for Microsoft VSS Error Code Type Text Probable Cause Suggested Action 1103 Error Failed to add volume access path The virtual disk service may be busy or there is already a volume mounted to the mount point. Check that nothing is already mounted in the mount point directory and retry Error Disk rescan failed The virtual disk service may be busy Error Error finding volume The TimeView may not be assigned or there may be a problem with iscsi or FC connection. Close all agents and the Microsoft disk management MMC and stop the virtual disk service. Make sure the volume is visible from Microsoft disk management MMC. Volume Shadow Copy Service 1201 Error Error with a writer or its status 1202 Error Error with VSS asynchronous call 1203 Error Error during PrepareForBackup One or more writers is in a failed state or reported invalid status. VSS has failed. VSS or a writer has failed or has exceeded the timeout. Check the status of all applications included in the snapshot set. Check the status of VSS and retry. Check the status of VSS and all applications included in the snapshot set. Set the registry value PrepareForBackupTimeout to a higher timeout if needed Error Error initializing VSS VSS has failed. Check the status of VSS and retry Error Error creating snapshot set 1207 Error Error adding volume to snapshot set VSS has failed. The volume is not on an NSS/CDP disk or HWP has failed. Check the status of VSS and retry. Check the status of the HWP service and that the volume is on a valid NSS/ CDP disk. Snapshot Agents User Guide 16

22 Snapshot Agent for Microsoft VSS Error Code Type Text Probable Cause Suggested Action 1208 Error Error committing snapshot set 1209 Error Error saving requestor or writer metadata 1211 Error Error retrieving snapshot device properties 1212 Error Error adding component for backup 1213 Error Error setting file restore status 1218 Error Failed to create examine writer metadata object 1221 Error Error reporting backup complete VSS, a writer or the hardware provider has failed or has exceeded the timeout. Error retrieving or saving metadata VSS has failed. VSS or a writer has failed. VSS or a writer has failed. VSS has failed. VSS or a writer has failed or has exceeded the timeout. Check the status of VSS, all applications included in the snapshot set and of the HWP. Set the registry value DoSnapshotTimeout to a higher timeout if needed. Check if the log indicates that a writer has failed or if there was a problem saving files/creating directories Check the status of VSS and retry. Check the status of VSS and of all applications included in the snapshot set. Check the status of VSS and of all applications included in the snapshot set. Check the status of VSS and retry. Check the status of VSS and all applications included in the snapshot set. Set the registry value BackupCompleteTimeout to a higher timeout if needed. Hardware Provider Service Errors in the Windows event log Error Code Type Text Probable Cause Suggested Action 5000 Error Failed to load IMA DLL IMA DLL is missing. Check that file isclirpc.dll is in the IMA directory Error Invalid parameter passed by VSS VSS parameters may are invalid. Check the Windows event log for VSS errors. Snapshot Agents User Guide 17

23 Snapshot Agent for Microsoft VSS Error Code Type Text Probable Cause Suggested Action 5002 Error DiskSafe return code was unexpected 5003 Error The snapshot set contains a mix of in-band and DiskSafe devices DiskSafe returned an unknown error. In-band and DiskSafe devices are in the same snapshot set. Verify that DiskSafe is installed and running. Take snapshots of Snap in-band and DiskSafe devices separately Error Error preparing LUN There might be a storage or configuration error. Check the storage server for any errors Info Shadow copy LUN information 5006 Error The storage server took too long to assign the shadow copy LUN 5007 Error Error assigning shadow copy LUN 5008 Info Shadow copy LUN assigned successfully 5009 Warning Error removing the shadow copy LUN 5010 Error Error removing the shadow copy LUN 5011 Info Shadow copy LUN removed successfully Informational A storage server error occurred or the SafeCache timeout is too low. This is due to IMA, storage server, or a connectivity error. Informational The operation will be retried later. This is due to a storage server error. Informational None Check the storage server for any errors. If using a CDP SafeCache, increase the timeout in the agent configuration tool. Check the storage server and IMA for any errors. None None Check the storage server for any errors. None 5012 Error Error taking the snapshot This is due to a storage server error. Check the storage server for any errors Info Snapshot taken successfully 5014 Error DiskSafe reports that at least one of the disks is not in sync Informational DiskSafe could not keep the mirror in sync during the snapshot process. None Check that DiskSafe device configuration can support the bandwidth needed to keep mirror in sync during snapshot. Snapshot Agents User Guide 18

24 Snapshot Agent for Microsoft Exchange Note: If you are using Microsoft Exchange 2010 or Exchange 2013, you must use the Snapshot Agent for Microsoft VSS. The FalconStor Snapshot Agent for Microsoft Exchange enables FalconStor CDP/ NSS to protect Exchange databases with point-in-time consistency. Users are always able to fully access the data, while the backup software sees a stable, readonly snapshot image. Microsoft Exchange requires quiescent snapshots. In order for this to occur, the Snapshot Notification option must be enabled on the protected resource or selected in the schedule for automatic snapshots or when a manual snapshot is created (refer to the CDP/NSS User Guide). When a snapshot is triggered and snapshot notification is enabled, the FalconStor system notifies the application server running the snapshot agent to stop writing data to the database in order for the snapshot to be taken. The snapshot agent briefly puts the database into backup mode and notifies the FalconStor system that the snapshot can be performed. The application server is again notified once the snapshot has completed, and the snapshot agent takes the database out of backup mode. Using backup software, a backup of the snapshot image can be performed at high speed while Microsoft Exchange operates in normal mode. While the backup software is reading data from the snapshot image, changes that occur to the database will not affect what gets written. The snapshot agent will be triggered automatically whenever a snapshot operation occurs on the Microsoft Exchange drive. Storage configuration guidelines Before you install the snapshot agent, apply Microsoft's best practice for Exchange storage configuration. These items should be on the same disk: Exchange log System path These items should be together, on a separate disk: Exchange database Exchange streaming database Snapshot Agents User Guide 19

25 Snapshot Agent for Microsoft Exchange Install the snapshot agent Silent install Complete required steps described in General installation requirements (updated June 2014). Installation requires the following: Install the snapshot agent on the machine where Exchange Server is running. Start the Exchange Server before you install the snapshot agent. Only one active Exchange Virtual Server per node is supported; a snapshot group should not include multiple virtual servers on the same node. To install the snapshot agent: 1. Run the installation file. 2. When prompted, enter your license keycode. The snapshot agent license must be activated (registered with FalconStor). If your computer has an Internet connection, the license is activated as soon as you enter your keycode and click Next. However, if your Internet connection is temporarily unavailable or if your computer has no Internet connection, your license will not be activated. You must activate your license within 30 days so that you can continue to use the snapshot agent. If your Internet connection is temporarily unavailable, your license will be activated automatically the next time the snapshot agent is invoked, assuming you have an Internet connection then. You can also add your license through IMA. If your computer has no Internet connection, you can perform offline activation using IMA (refer to the Intelligent Management Agent User Guide). 3. When done, click Finish. The snapshot agent will be installed to the same directory as IMA. Silent install is supported for snapshot agents. To install the agent in silent mode, complete the following steps: 1. Download the package from the FalconStor Support Portal and extract the agent package. 2. From the command line, navigate to the folder to which you extracted the package. 3. Install the Intelligent Management Agent: cd ima setup.exe /s cd.. Snapshot Agents User Guide 20

26 Snapshot Agent for Microsoft Exchange 4. Install the snapshot agent: setup /s or setupsilent.bat When installing the snapshot agent in silent mode on any 64-bit platform, run setupsilent.bat from the AMD64 directory. Configure the snapshot agent options Batch file options Configuration is not required. The snapshot agent includes a utility that lets you configure optional features. To run the utility, select Start --> All Programs --> FalconStor --> Configuration for Snapshot Agent for Microsoft Exchange. When you are done, click OK to save the changes you made in all tabs and either keep the utility open or exit. Click Cancel to exit the utility and discard any changes. On the Batch Files tab, indicate if you want to run batch files before and/or after each snapshot. In order to run batch files, you must enter an administrative user name and password for the local computer. You can then click Create or Edit and use Notepad to generate the batch files. Snapshot Agents User Guide 21

27 Snapshot Agent for Microsoft Exchange Monitor tab By default, the snapshot agent looks for databases based on information passed from IMA. This tab allows you to override the default drives on which databases are located. Manage the trace log The trace log is a diagnostic tool used by Technical Support to help solve system problems. Each trace log contains technical information about your system as well as system messages and is updated whenever a snapshot occurs. Some of the messages that appear in the trace log are also sent to the Windows Event Log. Do not adjust trace log settings unless you are requested to do so by a Technical Support representative. The configuration utility lets you maximize the level of detail that is displayed. 1. Click the icon in the upper left corner of the configuration utility and select Settings in the menu. 2. Select Set Agent Trace On to maximize the level of detail displayed for agent activity in the trace log. The value in the text box will change to 10 and is not editable. Increasing the level of detail will display a list of the databases that have been backed up, as well as information that can be used to provide support. The log will reflect the change after the next snapshot is taken. Other options in this dialog are not supported. Snapshot Agents User Guide 22

28 Snapshot Agent for Microsoft Exchange Configure service-enabled devices If you are using a service-enabled device (SED) and you have preserved the physical device s inquiry string (this is set when you create the SED in the FalconStor Management Console), you need to modify the ExAgent.ini file that is created under the directory when the snapshot agent is installed. In the ExAgent.ini file, you must use the DriveOverride option to specify the drive letter(s) to which the SED is mounted. For example: DriveOverride=E: or DriveOverride=E:;F:;. Also, if you want to send snapshot results to a third-party management system, you will have to use the Exchange configuration utility to enter the User Name and Password of a member of the local administrators group. This user account does not need permission from the Exchange Administrator; it is only used to run the prescript (exchpre.bat) and post-script (exchpost.bat) that are saved in the IMA installation folder. You do not need to run these scripts unless you want to send snapshot results to a third-party management system. Test the snapshot agent (updated March 2014) Confirm snapshot status To test the snapshot agent, create a manual snapshot of a virtual drive from the FalconStor Management Console. To do this, right-click a SAN Resource and select TimeMark/CDP --> Create. To confirm that data in the snapshot is valid, create a TimeView from the snapshot and assign it to the client, then review the data. Refer to the CDP/NSS User Guide for details on these procedures. To confirm the Exchange snapshot process, you can check the Windows Event log. The snapshot agent will send the backup command to each storage group on the protected disk. You can find these logs after the appctrl event: 1. The snapshot agent sends the full backup command to the storage group and then Exchange Extensible Storage Engine (ESE) starts the full backup process. 2. Exchange ESE checks the log files and the checkpoint. 3. Exchange ESE processes the log files. The snapshot agent will not request to truncate the log to affect other Exchange backup processes. Snapshot Agents User Guide 23

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