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1 Front cover IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR Use Cristie BMR with ITSM, to protect your Windows environment Learn how to configure your system for recovery Secure your server environment Barry Kadleck David McFarlane Pracha Pechsuksan Wah Han Tan ibm.com/redbooks Redpaper

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3 International Technical Support Organization IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR October 2003

4 Note: Before using this information and the product it supports, read the information in Notices on page 7. First Edition (October 2003) This edition applies to Version IBM Tivoli Storage Manager Version 5.2 and above. Copyright International Business Machines Corporation All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents Notices Trademarks Preface The team that wrote this Redpaper Become a published author Comments welcome Chapter 1. Introduction Cristie Bare Machine Recovery overview IBM Tivoli Storage Manager overview CBMR with ITSM An overview on how Bare Machine Recovery is done Chapter 2. CBMR/ITSM installation System requirements CBMR/ITSM setup ITSM Client installation ITSM Client configuration CBMR installation CBMR storage device configuration CBMR Disaster Recovery system configuration Creating the CBMR DR floppy diskette configuration Creating the CBMR network share configuration Chapter 3. CBMR/ITSM backup operations Performing Windows OS backup using CBMR DR module Performing system data backup using ITSM client Chapter 4. Restoration Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Restoration using CBMR CD-ROM and DR configuration floppy diskette Restoration using CBMR CD-ROM with network share configuration Restoration of system data using TSM backup/archive client Post BMR processing Chapter 5. Automate the system backup using the ITSM scheduler Configure ITSM client scheduler service in the ITSM client Configure ITSM client scheduler in the TSM Server CBMR/TSM backup script Creating CBMR backup and restore scripts Appendix A. List of files backed up by CBMR A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a) A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with service pack 1-3) Appendix B. CBMR DR Boot and System diskettes creation B.1 Creating CBMR DR Boot and System diskettes Copyright IBM Corp All rights reserved. 5

6 Appendix C. CBMR log and error description C.1 Description of CBMR log files C.2 CBMR error definitions IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

7 Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY U.S.A. The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Information concerning non-ibm products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-ibm products. Questions on the capabilities of non-ibm products should be addressed to the suppliers of those products. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to IBM's application programming interfaces. Copyright IBM Corp All rights reserved. 7

8 Trademarks The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: pseries AIX GDPS HACMP/6000 IBM Redbooks SP2 Tivoli Redbooks(logo) IBM The following terms are trademarks of other companies: ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product, and service names may be trademarks or service marks of others. 8 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

9 Preface This Redpaper will help you install, tailor and configure Cristie BMR with IBM Tivoli Storage Manager (ITSM) to protect your systems from catastrophic failures. The team that wrote this Redpaper This Redpaper was produced by a team of specialists from around the world working at the International Technical Support Organization, San Jose Center. Barry Kadleck is responsible for tape and Tivoli Storage projects at the International Technical Support Organization, San Jose. He has a degree in Electronic Engineering and joined IBM U.K. in He has been working with storage software and hardware for the last 10 years. Before joining the ITSO in 2001, Barry worked at the Product Introduction Consultancy, Hursley, U.K. as a Program Manager, introducing new Tivoli Storage products into Europe. David McFarlane is a Technical Solutions Architect in Australia. He has 19 years of experience in the I/T industry. His areas of expertise include storage management, VTS, and z/series solutions. He has participated in two other ITSO residencies: IBM TotalStorage Virtual Tape server: Planning, Implementing and Monitoring, SG , and produced course materials for GDPS, XRC, PPRC,VTS Peer to Peer. Pracha Pechsuksan is a I/T Specialist in Thailand. He has six years of experience in AIX field and two years of experience in TSM field. He has worked at IBM for 12 years. His areas of expertise include AIX, TSM, SP2, and HACMP/6000. Wah Han Tan is a IT Specialist with the pseries services team in Singapore. He has worked at IBM Singapore for seven years. His areas of expertise include AIX, TSM, SP2, and HACMP/6000. Become a published author Join us for a two- to six-week residency program! Help write an IBM Redbook dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You'll team with IBM technical professionals, Business Partners and/or customers. Your efforts will help increase product acceptance and customer satisfaction. As a bonus, you'll develop a network of contacts in IBM development labs, and increase your productivity and marketability. Find out more about the residency program, browse the residency index, and apply online at: ibm.com/redbooks/residencies.html Comments welcome Your comments are important to us! Copyright IBM Corp All rights reserved. 9

10 We want our papers to be as helpful as possible. Send us your comments about this Redpaper or other Redbooks in one of the following ways: Use the online Contact us review redbook form found at: ibm.com/redbooks Send your comments in an Internet note to: Mail your comments to: IBM Corporation, International Technical Support Organization Dept. QXXE Building 80-E2 650 Harry Road San Jose, California IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

11 Chapter 1. Introduction The objective of this redbook is to provide materials describing how to perform a Bare Machine Recovery using Cristie Bare Machine Recovery (CBMR) version and IBM Tivoli Storage Manager (ITSM) version 5.2. In this chapter, we discuss the following sections: Cristie Bare Machine Recovery Overview IBM Tivoli Storage Manager Overview CBMR with ITSM An overview on how Bare Machine Recovery is done We assume readers will have a basic knowledge of the Microsoft Windows operating system, Cristie Bare Machine Recovery, and IBM Tivoli Storage Manager. Readers can access the following Web sites for further information: Copyright IBM Corp All rights reserved. 1

12 1.1 Cristie Bare Machine Recovery overview Cristie Bare Machine Recovery (CBMR) is a powerful and flexible backup and disaster recovery software suite. This, integrated with IBM Tivoli Storage Manager (ITSM), provides a Bare Machine Recovery (BMR) solution for all users of Windows 9X, ME, NT, 2000, and XP. The components of CBMR are: PC-BaX - A backup and recovery module to backup system files DRM - Disaster Recovery Module that stores machine configuration data and recovers a crashed system using a minimal Linux operating system OFM - Open File Module that allows open files to be backed up Tivoli Storage Manager (TSM) support module - Allows back up of TSM client to TSM servers. CBMR is a comprehensive Microsoft Windows operating system (OS) backup, restore, and reinstallation tool. It is a file by file backup of the operating system (not a system image backup). It back ups and automatically restores the operating system structures necessary to rebuild the operating system, as well as data files if required. Figure 1-1 PC-BaX Backup and Recovery Software 1.2 IBM Tivoli Storage Manager overview IBM Tivoli Storage Manager and its complementary products provide a comprehensive solution focused on the key data protection activities of backup, archive, recovery, space management, and disaster planning. Tivoli Storage Manager enables high availability of business applications by providing superior data protection and unique technology to significantly improve performance and resource utilization. Additionally, optional application modules for mail, databases, application servers, Enterprise Resource Planning (ERP), and 2 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

13 hardware provide higher levels of application and hardware integration with the data protection process. The base functions provided by IBM Tivoli Storage Manager include: Backup and Restore: The backup process creates a copy of the file or application data that can be recovered if the original data is lost or destroyed. Unlike other backup applications, Tivoli Storage Manager implements a progressive backup methodology to move data quickly and reliably. Using progressive backup, the number of file versions maintained by Tivoli Storage Manager and the length of time they are retained can be specified by the storage administrator. Backups can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The restore process transfers a backup data copy from the Tivoli Storage Manager server-managed storage onto a designated machine. Archive and Retrieval: The archive process creates a copy of a file or a set of files, and stores it as a unique object for a specified period of time. This function is useful for maintaining copies of vital records for historical purposes. Like the backup process, the archive process can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The retrieval process transfers the archival data copy onto a designated machine. Instant Archive and Rapid Recovery: IBM Tivoli Storage Manager allows for the creation of a complete set of client files, called a backup set, on the Tivoli Storage Manager server system using the most recent backup versions stored by the server. In a process called Instant Archive, a backup set is used to retain a snapshot of a client file system for a designated period of time. The Rapid Recovery process allows you to copy backup sets onto portable media for LAN-free recovery of a client system. 1.3 CBMR with ITSM The functionality of both products will enable customers to recover the core Windows operating system to a new disk drive using floppy diskette and a disaster recovery backup stored in the ITSM Server. The backup of the operating system comprises the files contained in the Windows operating system folder together with the TSM client files and the CBMR files. These are backed up as a few files within the ITSM filespace, and kept up to date either on an ad hoc basis, or by using the scheduler incorporated within CBMR. The configuration files contain key static information about the hard disk drive, boot sectors, and partitions, and this is stored either on a network share or on a floppy diskette (one for each computer). The boot files are contained on the supplied bootable CD-ROM, or can be created on floppies by running a utility in CBMR. A Bare Machine Recovery is performed by booting from the supplied CD-ROM or created floppy diskette, and running the CBMR recovery program. This program loads a shell operating system, the drivers required to access the network, and the ITSM Application Program Interface (API) client. The Windows operating system is then recovered to the most recent point in time backup and the system rebooted in Windows mode. The system data is then restored by ITSM backup/archive client. Chapter 1. Introduction 3

14 Figure 1-2 CBMR and ITSM combined architecture 1.4 An overview on how Bare Machine Recovery is done Here are the steps: 1. Boot the system either from CBMR installation CD-ROM or CBMR Disaster Recovery (DR) floppy diskette into Linux operating system. 2. Load the drivers required to access the network and the ITSM API client with either the CBMR DR floppy configuration diskette or network share configuration. 3. Perform an Automatic Recovery, which does the following: Partitions whole system (does not respect partitions) Format boot and system partition Restore CBMR, Windows and ITSM folders Make system bootable restores 1st sector of master boot record 4. Reboot into Windows mode, with which the DR wizard does the following: Formats the data partition to fat16 or fat32 Converts fat16 and fat32 to NTFS then reboots 5. Restore the system to most recent state using ITSM backup/archive client. 4 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

15 2 Chapter 2. CBMR/ITSM installation In this chapter, we show the following sections: System requirements CBMR/ITSM setup ITSM client installation ITSM client configuration CBMR installation CBMR storage device configuration CBMR Disaster Recovery system We assume readers have a ITSM server configured and running. We will not show the installation and configuration of the ITSM server. The Bare Machine Recovery of the ITSM Server itself, and the recovery of the ITSM database are not discussed in this book. Copyright IBM Corp All rights reserved. 5

16 2.1 System requirements Supported Windows platforms Windows NT4 SP6 or higher Windows 2000 Professional, Server, Advanced Server, and Cluster Server Windows Terminal Server Windows XP Home and Professional ITSM requirements ITSM 4.2, ITSM 5.1, 5.2 Must have the ITSM client API runtime files installed Hardware support Supports all Intel based processors and most motherboards There is a wide and ever increasing range of network adapters, Fibre Channel HBAs, and RAID controllers, which are supported and available on the Cristie Web site: Firewall requirement If there is a firewall between the file server and the client node where CBMR is running, port 139 must be open. CBMR limitations There are some limitations that we need to take note of. Some or all of these limitations may be removed in future CBMR releases: CMBR does not support systems installed on Windows Dynamic Disk volumes. CBMR and ITSM client both should be installed on the Windows partition. Automatic ITSM node password reset by ITSM server is not supported. ITSM API Client version or above is required. 2.2 CBMR/ITSM setup In our CBMR/ITSM setup, we configure the ITSM Server to use the disk storage pool to store the CBMR/ITSM client system OS backup. We will back up the client system OS and data to the ITSM Server using both the ITSM API and ITSM backup/archive client. In the CBMR network share configuration example, the ITSM Server will export a network share directory, DR_DIR to the client systems. All CBMR/ITSM client systems will back up the system information to the network share directory. The client systems in this example were installed with the following software versions: ITSM Server Windows 2000 SP3 ITSM Server version 5.2 Workstation Windows 2000 SP3 ITSM Client version 5.2 CBMR version IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

17 Figure 2-1 CBMR /TSM setup example 2.3 ITSM Client installation Here are the steps: 1. Install the ITSM client by using the ITSM client Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click TSMCLI.exe in the CD-ROM to launch it manually. 2. Select the location for the installation directory, and click Next to continue. Chapter 2. CBMR/ITSM installation 7

18 Figure 2-2 Select the location to save files 3. Select the Setup language for the installation and click OK. Figure 2-3 Select the Setup language 4. Click Next to continue. Figure 2-4 Click Next to continue 5. Select the destination folder and click Next to continue. 8 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

19 Figure 2-5 Select the Destination Folder 6. In this Setup Type screen, select Custom to install some of the ITSM Client additional program features: Administrative Client Command Line Files to connect to the ITSM Server to perform administrative ITSM commands Open File Support - allow Open File backup 7. Click Next to continue: Figure 2-6 Select Custom to install ITSM Client additional program features Note: In the typical setup, both ITSM backup/archive and API programs install automatically. To install only the ITSM API, choose Custom setup from the Setup Type selection screen, and deselect the Backup-Archive Client files. Chapter 2. CBMR/ITSM installation 9

20 Figure 2-7 Select additional ITSM Client features 8. Click Install to start the ITSM Client installation. Figure 2-8 Click Install to begin the ITSM Client installation 9. Once the ITSM Client installation is complete, we have to configure the environment variables in the Windows to make it more convenient to use the command line. 10.We need to set the following environment variables in the Windows: PATH: This is the default search path the operating system uses to locate executable files. Set this to include the fully qualified paths of the client installation directories, for example, SET PATH=%PATH%;C:\Program Files \Tivoli \TSM \baclient. DSM_CONFIG: Set this environment variable to the fully qualified path and filename of the client options file, for example, DSM_CONFIG=C:\Program Files \Tivoli \TSM \baclient \dsm.opt. DSM_DIR: Set this environment variable to the directory where the client message file dsc*.txt is located, for example, DSM_DIR=C:\Program Files \Tivoli \TSM \baclient. DSM_LOG: Set this environment variable to the fully qualified path where you want the error log files to reside, for example, DSM_LOG=C:\Program Files \Tivoli \TSM \baclient\log. 10 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

21 11.Reboot the system. We have completed the ITSM Client installation, we will proceed to the next section to configure the ITSM Client ITSM Client configuration CBMR backup the Windows operating system (OS) to the ITSM Server through the ITSM API client. If we are going to use the ITSM backup/archive client to backup the system data, we need to register two different ITSM clients within the same system, namely the ITSM API client for the CBMR OS backup, and the ITSM backup/archive client for the system data backup. CBMR will not work with ITSM using the same ITSM client. 1. Register two new nodes from the ITSM Server Web administration console. The first node will be the ITSM API client. Ensure the following settings are set for this ITSM API client: Archive Delete Allowed YES Backup Delete Allowed YES Client Compression setting CLIENT Force password reset NO Node Type CLIENT Note: At the current CBMR version release, CBMR does not support multiple versions of backups. In the ITSM policy setting, it is recommended to create one backup version and a nil deleted version (verexists=1 verdeleted=0) for the ITSM API clients. To maintain multiple versions of the CBMR backup, create different CBMR devices targeted with different filespaces. Chapter 2. CBMR/ITSM installation 11

22 Figure 2-9 Register a new node Note: In regards to passwords, consider the following: 1. Automatic password generation for the ITSM API client to be use with CBMR is not supported. 2. If a password expiration period for a CBMR/TSM API client node is used, the password has to be set in PC_BaX every time it expires. 3. Next, register the ITSM backup/archive client from the ITSM Server Web administration console. Now, we have both the ITSM backup/archive client and ITSM API client registered in the ITSM Server. 12 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

23 Figure 2-10 TSM nodes information 4. We have to configure the ITSM backup/archive client. Click Backup-Archive GUI from the Window Programs. A ITSM Client Configuration Wizard will appear on the screen for first time activation. Select the necessary client components and click Next to continue. Figure 2-11 TSM Client Configuration Wizard 5. Select Create a new option file and click Next to continue. Chapter 2. CBMR/ITSM installation 13

24 Figure 2-12 Create a new option file 6. Enter the ITSM backup/archive Client name and click Next to continue. Figure 2-13 Enter the ITSM Backup/Archive client name 7. Select TCP/IP as the communication method and click Next to continue. 14 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

25 Figure 2-14 Select TCP/IP as the communication method 8. Enter the ITSM Server IP address and click Next to continue. Figure 2-15 Enter ITSM Server IP address 9. Click Next to continue. Chapter 2. CBMR/ITSM installation 15

26 Figure 2-16 Domain and include/exclude lists 10.Click Finish to begin the ITSM backup/archive client configuration. Figure 2-17 Click Finish to complete the ITSM client configuration 11.Enter the ITSM backup/archive client password. Figure 2-18 Enter ITSM backup/archive password 12.If we successfully log in, we will be able to access the ITSM backup/archive client GUI menu. Now, the ITSM backup/archive client configuration is complete. 16 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

27 Figure 2-19 ITSM backup/archive client GUI menu Note: Automatic password generation for the ITSM backup/archive client is allowed. 2.4 CBMR installation Here are the steps: 1. Install CBMR by using the CBMR installation CD-ROM. If AutoPlay in your system is enabled, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. In our testing we were limited to the CBMR trial version. Chapter 2. CBMR/ITSM installation 17

28 Figure 2-20 CBMR Installation Menu 2. Click INSTALL CBMR, select English and click Next to continue.. Figure 2-21 Select English 3. Click Next to continue. 18 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

29 Figure 2-22 Click Next to continue 4. Select I accept the term of the license agreement and click Next to continue. Figure 2-23 License Agreement 5. Enter the customer information and click Next to continue. Chapter 2. CBMR/ITSM installation 19

30 Figure 2-24 Enter the customer Information 6. Select Complete and click Next to continue. Figure 2-25 Select Complete Note: Tivoli Storage Manager (TSM) Support Module will select automatically if the ITSM API client is already installed. If the ITSM API client is not install, install the ITSM API client, and select TSM Support Module under the Custom option. Both ITSM backup/archive and API client are installed together by ITSM default mode. 7. Leave both entries blank to run in Local System account and click Next to continue. 20 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

31 Figure 2-26 Leave both entries blank for Local System account 8. Click Yes to start CBMR Scheduler services automatically and click Next to continue. Figure 2-27 Click Yes to start CBMR Scheduler services automatically 9. Accept the default Program Folder name and click Next to continue. Chapter 2. CBMR/ITSM installation 21

32 Figure 2-28 Accept the default Program Folder name 10.Click Install to complete the CBMR installation. Figure 2-29 Click Install to complete CBMR installation 11.Click Finish to reboot the system to complete the CBMR installation. 22 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

33 Figure 2-30 Reboot the system after the CBMR installation is complete 2.5 CBMR storage device configuration Here are the steps: 1. When CBMR PC-BaX program is opened for the first time, PC-BaX will ask to scan for new devices. Click No to scan for new devices. Figure 2-31 Click No to configure ITSM device 2. To configure a ITSM device, click Storage Device. Figure 2-32 Click Storage Device to configure a ITSM device Chapter 2. CBMR/ITSM installation 23

34 3. Click NEW to create an ITSM device. Figure 2-33 Click NEW to create an ITSM device Note: Use different filespaces under the same node to maintain different active backup sets. It is also possible to use one node for all the system s backups and each of the system s data can be stored under a different filespace. However, if the node is deleted, all system s backup data will be lost. 4. Select ITSM Device and click Next to continue. Figure 2-34 PC-BaX New Storage Device Wizard 5. Enter the client information for the PC-BaX to access to the ITSM Server. Click Create to create the ITSM device. See Table 2-1 for the description of the fields. 24 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

35 Figure 2-35 Enter the required informations Table 2-1 Description for the Field entry Field Name Communication method Server address Port Nodename Node Password Filespace Name Description The friendly name of the device. Any valid character sequence up to 79 characters is acceptable. The name should be unique and you cannot specify the name of an existing device. The method of communication to use. The possible selections are: TCPIP - to use TCP/IP IPXSPX - to use IPX/SPX NETBIOS - to use NetBIOS NAMEDPIPE - to use Named Pipes The host name of the ITSM server or the IP address in dotted decimal form.if DNS address are use, please make sure the DNS is working and have enter the correct DNS settings under the network protocol The TCP port at which the ITSM server is listening for client requests. Enter the node name which must have been created earlier Enter the node password, if any. Leave it blank for no password Enter the name of the filespace which should start with /. If this doesn't exist before, it will be registered. 6. Click OK to return to the Storage Device wizard screen. Figure 2-36 Click OK 7. Click Finish to end the creation of the Storage Device. Chapter 2. CBMR/ITSM installation 25

36 Figure 2-37 Click Finish to end the creation of the Storage Device 8. Now, the new ITSM device information will be stored in an ini file named Devices\Devices.ini in the CBMR Program folder Figure 2-38 Device.ini file 26 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

37 2.6 CBMR Disaster Recovery system configuration CBMR stores the unique system configuration in a file named DISREC.INI. This is an important file which contains system configuration information such as the number of hard disks, partitions, Windows system directory, CBMR and ITSM installation directory, etc. There is another important file named modules.lst which holds SCSI, RAID and network adapter information. If the system has more than 2 RAID, 2 SCSI or 2 network devices, the information must be manually updated in this file. The disaster recovery configuration can be stored either on a Disaster Recovery Configuration floppy diskette or on a network share. Network share option will be very useful, if there is a large number of systems running CBMR in your environment. The disaster recovery configuration needs to be updated after a hardware and/or software change: Add or remove disks to the system Change partition sizes or create new or delete one Format a partition to a different file system Reinstall CBMR or ITSM or change the ITSM client/password/filespace information Change network/scsi/raid adapters We will show how to create the floppy diskette configuration and network share configuration Creating the CBMR DR floppy diskette configuration Here are the steps: 1. Prepared a blank formatted 1.44 MB floppy diskette. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES. Figure 2-39 Click CREATE FLOPPIES Chapter 2. CBMR/ITSM installation 27

38 2. In the drop down list, select DR Configuration Disk/Share, and click Create. Figure 2-40 Select DR Configuration Disk/Share 3. Select Copy Configuration information to floppy, and click OK to continue. Figure 2-41 Select Copy Configuration information to floppy 4. Insert a blank 1.44 MB floppy diskette into the Drive A and click OK. Figure 2-42 Insert a blank floppy diskette into Drive A and click OK 5. Once this is completed, labelled the floppy diskette as DR Configuration. Click OK. Figure 2-43 Click OK Now, the newly created floppy diskette contains the basic CBMR information. We will need to update this floppy diskette with system specific information. 6. Select Disaster Recovery from the PC-BaX main program 28 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

39 Figure 2-44 Click disaster recovery 7. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue. Figure 2-45 Select the correct storage device 8. Select for the correct floppy drive and click Next to continue. Figure 2-46 Select the correct Floppy Drive and click Next to continue Chapter 2. CBMR/ITSM installation 29

40 9. Select Tivoli Storage Manager (TSM) and click Next to continue. Figure 2-47 Select Tivoli Storage Manager as the correct device type 10.Enter the TSM Server information: communication protocol (normally TCP) Either the TSM Server hostname or TSM Server IP address TCP port (normally 1500) Click Next to continue. Figure 2-48 Enter the ITSM Server information 11.Select the correct RAID/SCSI and Network adapters.the drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue. 30 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

41 Figure 2-49 Select the correct adapter drivers 12.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue. Figure 2-50 Enter the IP informations 13.Click Finish to update the configuration information to the floppy diskette. Chapter 2. CBMR/ITSM installation 31

42 Figure 2-51 Click Finish to update he configuration information to the floppy diskette The following files is create in the floppy diskette: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. The system s configuration information is stored into the floppy diskette.we are ready to proceed to the next chapter to do the backup Creating the CBMR network share configuration Here are the steps: 1. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES. 32 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

43 Figure 2-52 Click CREATE FLOPPIES 2. In the drop down list, select DR Configuration Disk/Share, and click Create. Figure 2-53 Select DR Configuration Disk/Share 3. Select Copy Configuration information to network, enter the path of the share directory. Click OK to copy the configuration information to the share directory. Figure 2-54 Enter the path of the share directory 4. The configuration information is copied to the share directory. This contains the basic CBMR information. Click OK to exit. We will update this information with system specific information. Chapter 2. CBMR/ITSM installation 33

44 Figure 2-55 CBMR configuration information is successfully copied to the share directory 5. Select Disaster Recovery from the PC-BaX main program Figure 2-56 Click Disaster Recovery 6. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue. Figure 2-57 Select the correct storage device 7. Select Network and specify the share directory information. Click Next to continue. 34 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

45 Figure 2-58 Specify the share directory information Note: If a floppy configuration diskette is created, select Update Floppy Disk to update the system information to the floppy configuration diskette. This will ensure system latest information is copy to the network share and floppy diskette. 8. Select Tivoli Storage Manager (TSM) and click Next to continue. Figure 2-59 Select Tivoli Storage Manager as the correct device type 9. Enter the ITSM Server information: Communication protocol (normally TCP) Either the ITSM Server hostname or ITSM Server IP address TCP port (normally 1500) Click Next to continue. Chapter 2. CBMR/ITSM installation 35

46 Figure 2-60 Enter the ITSM Server information 10.Select the correct RAID/SCSI and Network adapters. The drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue. Figure 2-61 Select the correct adapter drivers 11.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue. 36 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

47 Figure 2-62 Enter the IP informations 12.Click Finish to update the configuration information to the network share directory. Figure 2-63 Click Finish to update he configuration information to the share directory 13.A directory folder is created with the backup system hostname. Inside the folder are the following files: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. We are ready to proceed to the next chapter to do the backup. Chapter 2. CBMR/ITSM installation 37

48 Figure 2-64 A folder is create with the backup system hostname 38 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

49 3 Chapter 3. CBMR/ITSM backup operations This chapter will show the following sections: Performing an Windows OS backup using CBMR DR module Performing system data backup using ITSM client Copyright IBM Corp All rights reserved. 39

50 3.1 Performing Windows OS backup using CBMR DR module Here are the steps: 1. Open the main PC-Bax main program, and select Disaster Recovery. Figure 3-1 Select Disaster Recovery to perform a DR backup 2. Select Do a DR backup and the correct Storage device to use. Click Next to continue. Figure 3-2 Select the correct storage device 3. By selecting the default mode, CBMR DR will back up necessary files needed to restore the system Windows OS. CBMR DR will not restore all other information even if all drives are selected and backed up. We will back up the system data using ITSM backup/archive client. Please refer to Appendix A, List of files backed up by CBMR on page 77 for a list of files backed up by CBMR. 40 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

51 . Figure 3-3 Select the default backup mode 4. Now, the CBMR DR will back up the Windows OS files to the ITSM Server through the ITSM API function. Figure 3-4 Backup Status 5. A ITSM API client session will connect to the ITSM Server. Figure 3-5 CBMR access the ITSM Server through the TSM API client Chapter 3. CBMR/ITSM backup operations 41

52 6. CBMR DR will perform an automatic verify after the backup process is complete. Figure 3-6 Automatic verify for backup 7. After the automatic verify of the backup is complete, click OK to exit. Figure 3-7 Automatic verify is complete 8. If there are any backup errors, go to the PC-BaX main window and select Log Files. View the log files for any detailed messages. Figure 3-8 View the log files for error messages 42 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

53 We have finished the Windows OS backup. Proceed to the next section for data backup. 3.2 Performing system data backup using ITSM client Here are the steps: 1. Open the ITSM backup/archive GUI program. Select BACKUP or ARCHIVE to perform the data backup. In this demonstration, we use the ITSM backup/archive client backup function to back up the system data. Figure 3-9 TSM backup/archive client GUI menu 2. We back up those files/directories that are not backed up by CBMR. Please refer to Appendix A, List of files backed up by CBMR on page 77 for list of files backed up by CBMR. Figure 3-10 Click those folder to backup by TSM backup/archive client Chapter 3. CBMR/ITSM backup operations 43

54 3. Once you have selected the folders, click Backup to perform the backup operation. Figure 3-11 Perform a backup operation 4. For detail backup report status, click Report. Figure 3-12 Click Report for detail backup status 5. Once backup operation is complete, click OK to exit. If there is an error, click View for more details on the error messages. 44 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

55 Figure 3-13 Backup complete Chapter 3. CBMR/ITSM backup operations 45

56 46 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

57 4 Chapter 4. Restoration In this chapter, we show the restoration of the system Window operating system using the following methods: Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Restoration using CBMR CD-ROM and CBMR DR configuration floppy diskette Restoration using CBMR CD-ROM and network share configuration After the restoration of the Windows core operating system, we use the ITSM backup/archive client to restore the system data to the most recent system state. We show how to edit the CBM.INI to perform a complete restoration with the TSM script after the recovery of the Windows core operating system. Copyright IBM Corp All rights reserved. 47

58 4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Before we begin the restoration using three CBMR DR floppy diskettes, we need to create the CBMR DR boot and system diskettes. Please see Appendix B.1, Creating CBMR DR Boot and System diskettes on page 80 for the creation of both the CBMR DR Boot and system diskettes. The device drivers are not copied onto the CBMR floppy configuration diskette during the creation of the floppy configuration diskette. In order to perform a restoration of the Windows core (or boot-up ) OS from the three CBMR DR floppy diskettes, we need to copy all the necessary drivers from the CBMR CD-ROM to the CBMR floppy configuration diskette. In this example, we need to copy the Ethernet card driver from the CBMR CD-ROM folder, E:\dr\config\modules\e100.o (assuming E is the CD-ROM drive), to the floppy configuration diskette folder A:\modules. Once the driver is copied onto the CBMR DR floppy configuration diskette, we can perform the recovery of the client system as follows: 1. Insert the CBMR DR boot floppy diskette. Wait until the prompt appears on the monitor screen to insert CBMR DR system disk. 2. Insert the CBMR DR system diskette and press Enter. Wait until the prompt appears on the monitor screen to insert CBMR DR configuration disk. 3. Insert CBMR DR configuration diskette and press Enter. This will load the configuration information from the configuration diskette, and it will load the PC-BaX Disaster Recovery Console. Figure 4-1 PC-BaX Disaster Recovery Console 4. Select option 4. Hardware Drivers and press Enter. 5. Select option 5. List Loaded Modules and press Enter. 48 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

59 Figure 4-2 List loaded Modules 6. If the correct driver is loaded successfully, it will display loaded module. Press any key to continue. If the module is empty, select option 3. Load Network Modules to load the correct driver. Figure 4-3 Display the module if loaded successfully 7. Select option 7. Exit from the Hardware Drivers and press Enter. 8. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successfully, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients information is correct, and ensure the network is working. Chapter 4. Restoration 49

60 Figure 4-4 Automatic configuration mode 9. Select option 2. Automatic Recovery and press Enter. 10.Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server in order to perform a restoration of the Windows core OS. Figure 4-5 Enter Yes for automatic recovery 11.On the completion of the restoration of the client system OS, remove the CBMR media, and reboot the client system. 50 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

61 12.After you log on to the system, the PC-BaX/DR wizard will prompt you to convert the partition and format information from Linux to Windows. Click Next to continue. Figure 4-6 Welcome screen 13.Accept default setting, and click Yes to continue. Figure 4-7 Accept default setting 14.Click OK to reboot.the conversion of the partition and format information will take place. 15.The client system will boot up in the Windows OS. We then use the ITSM backup/archive client to restore the system data. 4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette Here are the steps: 1. Insert the CBMR CD-ROM. Reboot the client system and wait until the prompt appears on the monitor console. Chapter 4. Restoration 51

62 Figure 4-8 LiRest Restore Utility 2. Press f and insert the floppy configuration diskette into the floppy drive. Press Enter. 3. This will load the PC-BaX Disaster Recovery Console. Figure 4-9 PC-BaX Disaster Recovery Console 4. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successful, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue. 52 IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

63 Figure 4-10 Automatic configuration mode 5. Select option 2. Automatic Recovery and press Enter. 6. Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server, to perform a restoration of the Windows core OS. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients information is correct and ensure the network is working. Chapter 4. Restoration 53

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