NetVault : Backup. User s Guide for the VaultDR System Plugins

Transcription

1 NetVault : Backup User s Guide for the VaultDR System Plugins VaultDR Offline Plugin ver. 5.6 (VaultOS) VaultDR Online Plugin for Windows ver. 3.5 VaultDR Online Plugin for Linux ver. 3.1 VaultDR Server ver. 2.6 VOG EN-03 12/22/10

2 Copyrights NetVault: Backup User s Guide for the VaultDR System Plugins Software Copyright 2010 BakBone Software Documentation Copyright 2010 BakBone Software This software product is copyrighted and all rights are reserved. The distribution and sale of this product are intended for the use of the original purchaser only per the terms of the License Agreement. All other product trademarks are the property of their respective owners. The NetVault: Backup User s Guide for the VaultDR System Plugins is copyrighted and all rights are reserved. This document may not, in whole or part, be copied, photocopied, reproduced, translated, reduced or transferred to any electronic medium or machine-readable form without prior consent in writing from BakBone Software. THIS PUBLICATION IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON- INFRINGEMENT. THIS PUBLICATION COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED INTO NEW EDITIONS OF THE PUBLICATION. BAKBONE SOFTWARE MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS PUBLICATION AT ANY TIME BakBone, BakBone Software, NetVault, Application Plugin Module, BakBone logo, Integrated Data Protection, SmartDisk, Asempra, and FASTRecover are all trademarks or registered trademarks of BakBone Software, Inc., in the United States and/or in other countries. All other brands, products or service names are or may be trademarks, registered trademarks or service marks of, and used to identify, products or services of their respective owners. BakBone Software 9540 Towne Centre Drive, Suite 100 San Diego, California

3 Table of Contents Section 1: Introduction & Overview Chapter 1: Introducing NetVault: Backup for the VaultDR System Plugins 9 NetVault: Backup for the VaultDR System Plugins At a Glance... 9 Key Benefits... 9 Feature Summary Target Audience Recommended Additional Reading Open Source Code Availability Technical Support Documentation Updates Chapter 2: Deploying VaultDR 13 VaultDR Components VaultDR Offline Plugin VaultDR Online Plugin for Windows VaultDR Online Plugin for Linux VaultDR Server VaultOS Operating System VaultDR Deployment Scenarios VaultDR for Offline Only x86/x86-64 Clients with Windows NVBU Server VaultDR for Offline Only x86/x86-64 Clients with Linux NVBU Server VaultDR Client for Windows with Windows NVBU Server VaultDR Client for Windows with Linux NVBU Server VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Linux with Windows NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Windows NVBU Server... 23

4 4 Table of Contents Section 2: The VaultDR Offline Plugin Chapter 3: Using VaultDR Offline Plugin 27 VaultDR Server An Overview VaultDR Server Environment Overview...28 Installing and Removing VaultDR Server Prerequisites Installing VaultDR Server Removing VaultDR Server Upgrading VaultDR Server Configuring VaultDR Server Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server Booting a VaultDR Client with VaultOS Booting with VaultOS Backing Up Data with VaultDR Offline Plugin Prerequisites Backing Up Data Restoring Data Restoring to a Physical Machine Restoring as a VMDK Image Recovery to a Standby VaultDR Client Section 3: The VaultDR Online Plugin Chapter 4: Using VaultDR Online Plugin for Windows 71 VaultDR Online Plugin for Windows An Overview VaultDR Online Plugin Environment Overview Configuring VaultDR Server Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server Booting a VaultDR Client with VaultOS Booting with VaultOS Installing and Removing VaultDR Online Plugin for Windows Installing VaultDR Server Adding VaultDR Online Plugin Clients...85

5 NetVault: Backup for the VaultDR System Plugins User s Guide 5 - Installing VaultDR Online Plugin for Windows Upgrading VaultDR Online Plugin for Windows Removing VaultDR Online Plugin for Windows Backing Up Data with VaultDR Online Plugin for Windows Prerequisites Backing Up Data Restoring Data Restoring to a Physical Machine Restoring as a VMDK Image Chapter 5: Using VaultDR Online Plugin for Linux 117 VaultDR Online Plugin for Linux An Overview Installing and Removing VaultDR Online Plugin for Linux Prerequisites Installing VaultDR Online Plugin for Linux Removing VaultDR Online Plugin for Linux Generating a DR Image Creating the Required Bootable CD Creating the CD and Saving it for Future Use Creating the CD at the Time of Recovery Recovering a DR Image Prerequisites Restoring Data Booting the Target VaultDR Client with the Appropriate OS and Drivers Monitoring Job Progress and Finalizing a Recovery Completing Post-Restore Requirements Section 4: Appendix Appendix A: VaultDR Physical to Virtual Recovery 155 VaultDR Physical to Virtual Recovery An Overview Offline Backup Procedure Installing VaultDR Server Installing SCSI/IDE Device Drivers Booting a VaultDR Client with VaultOS Configuring VaultDR Server Backing Up Data

6 6 Table of Contents Online Backup Procedure Adding VaultDR Online Plugin Clients Installing VaultDR Online Plugin for Windows Installing SCSI and IDE Device Drivers Backing Up Data Offline Recovery to a Virtual Machine Installing VaultDR Server Adding a VaultDR Client to the VaultDR Server Configuring the Virtual Machine Booting a Virtual Machine with VaultOS Verifying Access to the Target VaultDR Client Restoring Data Installing the VM Tools Example Backing Up the Physical Machine Using VaultDR Online Plugin Creating the Virtual Machine Booting a Virtual Machine with VaultOS Verifying Access to the Target VaultDR Client Recovering Data Installing VMware Tools Installing SCSI and IDE Device Drivers on a Physical Machine Supported Physical to Virtual Configurations...185

7 SECTION 1: Introduction & Overview

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9 NetVault: Backup for the VaultDR System Plugins User s Guide 9 Chapter 1: INTRODUCING NETVAULT: BACKUP FOR THE VAULTDR SYSTEM PLUGINS NetVault: Backup for the VaultDR System Plugins At a Glance Key Benefits Feature Summary Target Audience Recommended Additional Reading Open Source Code Availability Technical Support Documentation Updates NetVault: Backup for the VaultDR System Plugins At a Glance NetVault: Backup (NVBU) for the VaultDR System Plugins (VaultDR) significantly reduces the time required to recover a failed disk drive and restore operations. Online full partition backups and offline block-level backups can be scheduled as an extension to your existing backup routine. In the event of a server crash, the provided minimal operating system (OS) or LiveCD may be used to recover a system that has no functioning OS. After it is in a state to be restored, the NetVault: Backup (NVBU) Console is used to restore the most recent system image. VaultDR improves your ability to meet aggressive Recovery Time Objectives (RTOs) and service-level agreements (SLAs) by eliminating much of the manual intervention and guesswork commonly associated with the task of rebuilding a disk. By automating system recovery including recovery of OSs, network settings, system settings, applications, disk partitions and data VaultDR ensures that the disk rebuild will be done correctly the first time Key Benefits Speeds Bare Metal Recovery to Minimize Downtime A typical bare metal recovery can easily consume an entire day. Using VaultDR, the task of rebuilding a disk can be reduced to a matter of hours

10 10 Chapter 1 Introducing NetVault: Backup for the VaultDR System Plugins minimizing downtime and improving user productivity. VaultDR provides protection for OSs, network settings, systems settings, application binaries, disk partitions and data. Providing protection down to the partition level, VaultDR allows you to choose between online backups, allowing a protected system to remain online and available to your users and offline block-level backups. Using the VaultOS minimal OS which is provided or LiveCD, VaultDR enables you to recover a system that has no functional OS. VaultDR substantially reduces the time consuming manual steps typically required to rebuild the disk and restore operations and enables you to meet aggressive RTOs. Reduces Risk by Reducing Manual Intervention One problem inherent to bare metal recoveries is the amount of information required to ensure success on the first attempt. A typical manual bare metal recovery may include sixteen or more steps, with each requiring input of values that must be correct to minimize the impact on users. By providing protection down to the partition level during regularly scheduled online or offline backups, VaultDR manages these steps for you, eliminates guesswork and keeps you current with changes and modified server configurations. Ensures Business Continuity VaultDR provides an added level of protection in the fight to ensure business continuity. VaultDR uses NVBU which provides automatic integration with a wide range of backup devices. Not only can you be assured that your critical system settings are being captured on a regular basis, but you can also take comfort in the fact that your bare metal recovery images are being stored offsite. When combined with NetVault: FASTRecover and NVBU Application Plugin Modules (APMs), VaultDR ensures a complete and comprehensive data protection strategy Feature Summary Online full partition backups Offline block-level backups Windows VSS-based backups Protects boot and system Images on Linux platforms Recovers machines with no functional OS Boot from provided minimal OS or LiveCD to initiate recovery Complements and completes data protection strategy

11 1.4.0 Target Audience NetVault: Backup for the VaultDR System Plugins User s Guide 11 System administration experience is recommended when using the VaultDR Offline Plugin or the VaultDR Online Plugin. Although it is not necessary to have this level of experience to perform routine backups with either plugin, the initial configuration of each plugin, the configuration of a target Client and the restore procedure will require administrator knowledge Recommended Additional Reading NetVault: Backup Installation Guide This guide provides complete details on installing the NVBU Server and Client software. NetVault: Backup Administrator s Guide This guide describes how to use NVBU and provides comprehensive information on all NVBU features and functionality. You can download these guides from the BakBone web site at the following address: Open Source Code Availability The VaultOS component software used with the VaultDR System Plugins was created using open source, Linux kernel source code. To obtain a copy of this open source code, make a written request to: BakBone Software, Inc. Attn: Product Management 9540 Towne Centre Drive, Suite 100 San Diego, CA Technical Support BakBone Software is dedicated to providing friendly, expert advice to its customers. BakBone s highly trained professionals are available to answer your questions, offer solutions to your problems and generally help you make the most of any BakBone software purchase. Log on to the web site for more information.

12 12 Chapter 1 Introducing NetVault: Backup for the VaultDR System Plugins Documentation Updates For late-breaking documentation updates, refer to the BakBone Software Knowledge Base. BakBone s Knowledge Base articles for VaultDR System Plugins can be found at the following links: VaultDR Offline Plugin v5.6: VaultDR Online Plugin for Windows Clients v3.5: VaultDR Online Plugin for Linux Clients v3.1: VaultDR Server v2.6:

13 NetVault: Backup for the VaultDR System Plugins User s Guide 13 Chapter 2: DEPLOYING VAULTDR VaultDR Components VaultDR Offline Plugin VaultDR Online Plugin for Windows VaultDR Online Plugin for Linux VaultDR Server VaultOS Operating System VaultDR Deployment Scenarios VaultDR for Offline Only x86/x86-64 Clients with Windows NVBU Server VaultDR for Offline Only x86/x86-64 Clients with Linux NVBU Server VaultDR Client for Windows with Windows NVBU Server VaultDR Client for Windows with Linux NVBU Server VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Linux with Windows NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Windows NVBU Server VaultDR Components The VaultDR System is comprised of two key components, or plugins, each of which provides its own form of disaster recovery backup, and a third component that serves as a basic OS that is used to prepare a target DR Client for backup/ restore. VaultDR includes the following technical components: VaultDR Offline Plugin for x86/x86-64 Clients VaultDR Online Plugin for Windows VaultDR Online Plugin for Linux VaultDR Server VaultOS The sections that follow provide a brief description of each of these components.

14 14 Chapter 2 Deploying VaultDR VaultDR Offline Plugin The VaultDR Offline Plugin implements a block-by-block backup and restore technique to fully recover a system. This block-by-block operation takes the target system offline and makes it unavailable. This is done to either: Backup An Offline Backup fully backs up all aspects of a target system (OS, applications, system settings, and so on). This is ideal for new systems that have been configured for use. Restore An Offline Restore recovers a machine that has no functional OS to a previously configured state VaultDR Online Plugin for Windows The VaultDR Online Plugin for Windows makes it possible to back up a full Windows system while it remains online and active. When a recovery is required, the VaultDR Offline Plugin operating system (VaultOS) is used to boot the target DR client to allow for a complete recovery of data (that is, an Offline Restore is required) VaultDR Online Plugin for Linux The VaultDR Online Plugin for Linux makes it possible to back up a full Linux system while it remains online and active. The VaultDR Online Plugin for Linux uses Storix, a third party DR boot utility, to boot the target DR client to allow for a complete recovery of data (that is, an Offline Restore is required) VaultDR Server The VaultDR Server resides on the NVBU Server and enables backup and recovery of a target client s data via the VaultDR Offline Plugin or the VaultDR Online Plugin VaultOS Operating System The VaultDR Offline Plugin includes a component known as VaultOS. The VaultOS is a minimal OS that is used to boot a target disaster recovery client system to prepare it for either backup or restore (depending on the VaultDR System Plugin in use). This minimal OS will start the target client, load all applicable device drivers, and leave its hard drive in a state suitable for either backup or restore. Important: Each version of the VaultDR Offline Plugin and VaultDR Online Plugin offers its own, specific form of the VaultOS (for example, the VaultDR Online Plugin for Linux OSs uses its own form of VaultOS). Complete details on the setup and use of this component are covered in the relevant chapter of this guide. VaultDR Server version 2.3 and later require VaultOS version 5.x to perform

15 NetVault: Backup for the VaultDR System Plugins User s Guide 15 backups. If you created backup jobs using VaultDR Server version 2.6.1, you must re-create the jobs using a later version. VaultDR Server version requires VaultOS version to perform backups (restores from previous versions will work) VaultDR Deployment Scenarios This section details deployment scenarios for the following VaultDR products: VaultDR for Offline Only x86/x86-64 Clients with Windows NVBU Server VaultDR for Offline Only x86/x86-64 Clients with Linux NVBU Server VaultDR Client for Windows with Windows NVBU Server VaultDR Client for Windows with Linux NVBU Server VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Linux with Windows NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Linux NVBU Server VaultDR Client for Windows and VaultDR Client for Linux with Windows NVBU Server

16 16 Chapter 2 Deploying VaultDR VaultDR for Offline Only x86/x86-64 Clients with Windows NVBU Server Figure 2-1: VaultDR for Offline Only x86/x86-64 Clients with Windows Server This scenario is deployed when the user wants to perform offline or cold backups of Intel x86 Clients and has a Windows NVBU Server deployed. The VaultDR Server for Windows component is installed on the Windows NVBU Server and the VaultDR Offline Plugin for Intel x86 Clients, VaultOS, is installed on each Intel x86 Client that you want to protect with offline or cold backups. In this scenario, VaultOS is used to perform the backup and recovery of the Intel x86 Clients. For more information, refer to Using VaultDR Offline Plugin on page 27.

17 NetVault: Backup for the VaultDR System Plugins User s Guide VaultDR for Offline Only x86/x86-64 Clients with Linux NVBU Server Figure 2-2: VaultDR for Offline Only x86/x86-64 Clients with Linux Server This scenario is deployed when the user wants to perform offline or cold backups of Intel x86 Clients and has a Linux NVBU Server deployed. The VaultDR Server for Linux component is installed on the Linux NVBU Server and the VaultDR Offline Plugin for Intel x86 Clients, VaultOS, is installed on each Intel x86 Client that you want to protect with offline or cold backups. In this scenario, VaultOS is used to perform the backup and recovery of the Intel x86 Clients. For more information, refer to Using VaultDR Offline Plugin on page 27.

18 18 Chapter 2 Deploying VaultDR VaultDR Client for Windows with Windows NVBU Server Figure 2-3: VaultDR Client for Windows with Windows Server This scenario is deployed when the user wants to perform online or hot backups of Windows Clients and has a Windows NVBU Server deployed. The VaultDR Server for Windows component is installed on the Windows NVBU Server and the VaultDR Online Plugin for Windows is installed on each Windows Client that you want to protect with online or hot backups. In this scenario, VaultOS is used to perform the recovery of the Windows Clients. For more information, refer to Using VaultDR Online Plugin for Windows on page 71.

19 NetVault: Backup for the VaultDR System Plugins User s Guide VaultDR Client for Windows with Linux NVBU Server Figure 2-4: VaultDR Client for Windows with Linux Server This scenario is deployed when the user wants to perform online or hot backups of Windows Clients and has a Linux NVBU Server deployed. The VaultDR Server for Linux component is installed on the Linux NVBU Server and the VaultDR Online Plugin for Windows is installed on each Windows Client that you want to protect with online or hot backups. In this scenario, VaultOS is used to perform the recovery of the Windows Clients. For more information, refer to Using VaultDR Online Plugin for Windows on page 71.

20 20 Chapter 2 Deploying VaultDR VaultDR Client for Linux with Linux NVBU Server Figure 2-5: VaultDR Client for Linux with Linux Server This scenario is deployed when the user wants to perform online or hot backups of Linux Clients and has a Linux NVBU Server deployed. The VaultDR Online for Linux, Linux Server Component is installed on the Linux NVBU Server and the VaultDR Online Plugin for Linux, Linux Client Component is installed on each Linux Client that you want to protect with online or hot backups. For more information, refer to Using VaultDR Online Plugin for Linux on page 117.

21 NetVault: Backup for the VaultDR System Plugins User s Guide VaultDR Client for Linux with Windows NVBU Server Figure 2-6: VaultDR Client for Linux with Windows Server This scenario is deployed when the user wants to perform online or hot backups of Linux Clients and has a Windows NVBU Server deployed. The VaultDR Online for Linux, Windows Server Component is installed on the Windows NVBU Server and the VaultDR Online Plugin for Linux, Linux Client Component is installed on each Linux Client that you want to protect with online or hot backups. For more information, refer to Using VaultDR Online Plugin for Linux on page 117.

22 22 Chapter 2 Deploying VaultDR VaultDR Client for Windows and VaultDR Client for Linux with Linux NVBU Server Figure 2-7: VaultDR Client for Windows and Client for Linux with Linux Server This scenario is deployed when the user wants to perform online or hot backups of both Linux and Windows Clients and has a Windows NVBU Server deployed. The VaultDR Online for Linux, Windows Server Component is installed on the Windows NVBU Server and the VaultDR Online Plugin for Linux, Linux Client Component is installed on each Linux Client that you want to protect with online or hot backups. Additionally, the VaultDR Server for Linux component is installed on the Linux NVBU Server and the VaultDR Online Plugin for Windows is installed on each Windows Client that you want to protect with online or hot backups. In this scenario, VaultOS is used to perform the recovery of the Windows Clients. For more information, refer to Using VaultDR Online Plugin for Windows on page 71 and Using VaultDR Online Plugin for Linux on page 117.

23 NetVault: Backup for the VaultDR System Plugins User s Guide VaultDR Client for Windows and VaultDR Client for Linux with Windows NVBU Server Figure 2-8: VaultDR Client for Windows and VaultDR for Linux with Windows Server This scenario is deployed when the user wants to perform online or hot backups of both Linux and Windows Clients and has a Windows NVBU Server deployed. The VaultDR Online for Linux, Windows Server Component is installed on the Windows NVBU Server and the VaultDR Online Plugin for Linux, Linux Client Component is installed on each Linux Client that you want to protect with online or hot backups. Additionally, the VaultDR Server for Windows component is installed on the Windows NVBU Server and the VaultDR Online Plugin for Windows is installed on each Windows Client that you want to protect with online or hot backups. In this scenario, VaultOS is used to perform the recovery of the Windows Clients. For more information, refer to Using VaultDR Online Plugin for Windows on page 71 and Using VaultDR Online Plugin for Linux on page 117.

24 24 Chapter 2 Deploying VaultDR

25 SECTION 2: The VaultDR Offline Plugin

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27 NetVault: Backup for the VaultDR System Plugins User s Guide 27 Chapter 3: USING VAULTDR OFFLINE PLUGIN VaultDR Server An Overview VaultDR Server Environment Overview Installing and Removing VaultDR Server Prerequisites Installing VaultDR Server Removing VaultDR Server Upgrading VaultDR Server Configuring VaultDR Server Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server Booting a VaultDR Client with VaultOS Booting with VaultOS Backing Up Data with VaultDR Offline Plugin Prerequisites Backing Up Data Restoring Data Restoring to a Physical Machine Restoring as a VMDK Image Recovery to a Standby VaultDR Client VaultDR Server An Overview The VaultDR Server resides on the NVBU Server and enables backup and recovery of a target client s data via the VaultDR Offline Plugin.

28 28 Chapter 3 Using VaultDR Offline Plugin VaultDR Server Environment Overview The processes required to set up and use the VaultDR Server must be followed in a specific order. The following table outlines how to establish a VaultDR Server environment. The VaultDR Server Environment Setup Components Required: VaultDR Server VaultOS Operating System Installation Install the VaultDR Server on the NVBU Server. Configuration Configure the VaultDR Server: 1. Create a VaultOS Boot System (for example, to a writable CD). 2. Add the target VaultDR Clients to the VaultDR Server on the NVBU Server. Backup Perform an offline backup of the desired Client machine. 1. Boot the target VaultDR Client system with VaultOS. 2. From the NVBU Server, administer backup of the Client by selecting data to be backed up (for example, partitions, drives, volumes, and so on). Restore Perform an offline restore to the target VaultDR Client. 1. Boot the target VaultDR Client system with VaultOS. 2. From the NVBU Server, administer restores to the target VaultDR Client by selecting data included in the DR backup Installing and Removing VaultDR Server This section covers the steps required to install (and upgrade) the VaultDR Server Prerequisites Prior to installing (or upgrading) the VaultDR Server, the following points must be reviewed, and applicable actions must be taken: VaultDR Server Component Compatibility For the VaultDR Server to function properly, all of its associated components must be the proper version (that is, version X of the VaultDR Server will only work with its appropriate version of VaultOS). For complete compatibility information, refer

29 NetVault: Backup for the VaultDR System Plugins User s Guide 29 to the NetVault: Backup VaultDR Supported Platforms at compatibility. Existing VaultDR Server Backups (upgrades only) It is important to note that backups performed with earlier versions of this plugin may not be compatible with the newest release of the plugin. Prior to performing an upgrade to the newest version, refer to NetVault: Backup VaultDR Supported Platforms at for complete compatibility information. Before installing the VaultDR Server, make sure that the following requirements have been met: The Server version of the NVBU software must be installed on at least one machine. The VaultDR Client machine (the target of the backup/restore) must have a supported Intel x86-based OS installed Installing VaultDR Server Figure 3-1: Install Software option The NVBU VaultDR Server must be installed on an NVBU Server. It is installed and removed via the NVBU Client Management window. To install this plugin, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (the NVBU Server), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drcxxxx.npk), and click Open. The installation process will occur automatically.

30 30 Chapter 3 Using VaultDR Offline Plugin Note: Based on the OS in use and the location of this file, the directory path may vary, but the file required for installation of this plugin should be entitled drcxxxx.npk (where xxxx represents the platform and version number). 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. The plugin is now ready for use Removing VaultDR Server Figure 3-2: Remove Software dialog To remove the VaultDR Server, perform the following steps: 1. From the NVBU Console, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the NVBU Server or the applicable NVBU Heterogeneous Client, and select Remove Software from the pop-up menu. 3. On the Remove Software dialog, select the applicable plugin for removal (for example, VaultDR APM or VaultDR Online APM), and click Remove. 4. When the next Remove Software dialog appears, click OK to proceed (or Cancel to abort). 5. When the confirmation message appears that indicates the software was removed, click OK to close the dialog and return to the NVBU Client Management window Upgrading VaultDR Server To upgrade VaultDR Server, perform the following steps: 1. Uninstall the previous version of the VaultDR APM. For details, see Removing VaultDR Server on page Install the new version of the VaultDR APM. For details, see Installing VaultDR Server on page 29.

31 NetVault: Backup for the VaultDR System Plugins User s Guide Configuring VaultDR Server The second phase of setting up the VaultDR Server involves environment configuration, which is divided into two steps: Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server The following sections illustrate the procedures that must be followed to complete these steps Creating a VaultOS Boot System Prior to using the VaultDR Server, you must create a VaultOS Boot System. This minimal OS loads to a target machine s memory, rather than to its hard drive. This leaves the hard drive(s) inactive (offline) and in a suitable state for backup or restore. The VaultOS is created on a writable CD. You can also boot from a LiveCD with the VaultOS binaries on a separate device, such as a USB stick. This is described in Creating a Rescue Device for Use with a LiveCD on page a Creating a Bootable VaultOS CD The VaultDR Server allows you to create a bootable CD that can be used to prepare a Client machine for the backup and restore process. Requirements The following items are required for this procedure: Installation ISO image (obtained via download). A writable CD-ROM drive A blank CD CD-generation software Creation Procedure Note: BakBone recommends that all applications running on the machine performing this operation be shut down before starting this procedure. 1. Download VaultDR Offline Plugin, VaultOS from the BakBone web site via the following link: 2. Follow the instructions on the Download Software page to download the VaultOS component for your OS. 3. Note the name and location of this file (for example, C:\downloads\vaultos_x86_vxxx.iso where xxx represents the software version number).

32 32 Chapter 3 Using VaultDR Offline Plugin 4. Insert a blank CD in the writable drive. 5. Create a new CD with CD-generation software using the VaultOS.iso file. For details on this procedure, see the relevant documentation for the CDgeneration software in use b Creating a Rescue Device for Use with a LiveCD A LiveCD is an OS that boots from a CD without the necessity of installing to a hard drive. This allows you to initiate disaster recovery without the OS on disk. VaultDR supports booting from a LiveCD with VaultOS on a separate device, such as a USB stick (RescueUSB) or another CD (RescueCD). For a list of supported OS LiveCDs, refer to NetVault: Backup VaultDR Offline Plugin Supported Platforms at Requirements The following items are required to create a RescueCD or RescueUSB device: The drdaemon and vaultdr_client.sh files (obtained via download). A USB port and a USB device with enough space to hold the drdaemon and vaultdr_client.sh files (1MB is sufficient), or A writable CD-ROM drive and a blank CD. Note: You will need two CD-ROM drives on the target system to use a RescueCD with a LiveCD. Creation Procedure 1. Download VaultDR Offline Plugin, VaultOS from the BakBone web site via the following link: 2. Note the name and location of this file (for example, /home/vaultos_x86_vxxx.zip where xxx represents the software version number). 3. Extract drdaemon and vaultdr_client.sh from the.zip file, and copy them to your blank media (for example, a USB stick or CD-R disc). For instructions on booting from a LiveCD, refer to Booting the VaultDR Client from a LiveCD on page 38.

33 NetVault: Backup for the VaultDR System Plugins User s Guide Adding a VaultDR Client to the VaultDR Server Figure 3-3: Open option on Selections tab To properly access a VaultDR Client machine for backup and restore, you must add it to the VaultDR Server. To accomplish this, perform the follow steps: 1. From the NVBU Console, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, locate the machine acting as the NVBU Server (that is, the machine with the VaultDR Server installed), and double-click it to open it. Figure 3-4: Add VaultDR Client dialog 3. In the list of available APM/plugins, locate the VaultDR Server (labeled VaultDR APM ), and open it by double-clicking it or right-clicking it and selecting Open from the pop-up menu. 4. When the Add VaultDR Client dialog appears, complete the following fields to add a VaultDR Client: Client Name The name of the applicable Client. NVBU scans the network, looking for available systems that can be added as VaultDR Clients, and displays them in the drop-down list. Address(es) A comma-separated list of addresses that can either be IP addresses or resolvable network names (for example, , Server_1, , and so on) that refer to the machine to be added. Port Number The port used to invoke drdaemon (for example, 15555). The default value is

34 34 Chapter 3 Using VaultDR Offline Plugin Important: If you specify a port number other than the default 10000, you must manually enter the new port number when you boot the VaultDR Client. For details, see Step 16 on page a Figure 3-5: Add Client option Adding Additional VaultDR Clients After you have added an initial VaultDR Client to the NVBU Server, you must perform the following steps to add additional Clients: 1. Open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup), and double-click the NVBU Server (with the VaultDR Server installed on it) to open it. 2. Double-click the VaultDR Server to open it. 3. Right-click the plugin, and select Add Client from the pop-up menu. 4. When the Add VaultDR Client dialog appears, enter the values as explained in Step 4 of Adding a VaultDR Client to the VaultDR Server on page Repeat these steps as required until all VaultDR Clients have been added b Figure 3-6: Edit VaultDr Client dialog Editing an Existing VaultDR Client With a VaultDR Client added to the NVBU Server, the settings made during the original addition process can be edited, if necessary. To accomplish this, perform the following steps: 1. On the Selections tab, expand the VaultDR APM icon, right-click the applicable VaultDR Client, and select Edit Client. 2. When the Edit Client dialog appears, update the applicable values:

35 NetVault: Backup for the VaultDR System Plugins User s Guide 35 Client Name This field contains the current name for the selected client. Changing this value updates the name of the Client in NVBU. Address(es) This field contains the IP address originally set for this client. You can change this value or add additional, comma-separated addresses. Port Number This field contains the port used to invoke drdaemon (for example, 15555). The default value is Important: If you specify a port number other than the default 10000, you must manually enter the new port number when you boot the VaultDR Client. For details, see Step 16 on page Click OK to close the dialog and commit the changes c Removing an Existing VaultDR Client If you need to remove an existing VaultDR Client from the NVBU Server, perform the following steps: 1. On the Selections tab, expand the VaultDR APM icon, right-click the applicable VaultDR Client, and select Remove Client. 2. When the confirmation dialog appears, click Yes to remove it (or No to abort) Booting a VaultDR Client with VaultOS To use the VaultDR Server to back up or restore a target VaultDR Client, you must first take the system offline and boot it with the required components. This is accomplished by booting the Client machine with the VaultOS Boot System (the media created in the processes explained in the section, Creating a VaultOS Boot System on page 31). Rather than installing software to the Client s hard drive, this boot system will load a minimal OS to the VaultDR Client s memory, leaving the hard drive completely inactive (offline) and in a suitable state for either backup or restore Booting with VaultOS This process entails the configuration of network equipment installed on the target VaultDR Client (that is, loading driver software for the system s network interface card or small computer system interface (NIC/SCSI) card to memory to use the device and access the system). The overall boot process with VaultOS can be broken down into two phases: Gathering VaultDR Client Network Information Booting the VaultDR Client from a LiveCD or Booting the VaultDR Client with VaultOS

36 36 Chapter 3 Using VaultDR Offline Plugin Important: Before beginning this procedure, you must verify the boot order of the target VaultDR Client. The machine s CD-ROM drive must be the first source of a boot for this process to work a Gathering VaultDR Client Network Information In this first phase of the process, you must gather specific network-related information from the VaultDR Client for use in the boot process (for example, NIC and SCSI interface values). This includes the following values: IP Address Network Mask Gateway Important: If the target VaultDR Client is configured with multiple NIC/SCSI devices for access, BakBone recommends that you gather the preceding information for each device. The VaultOS boot process will recognize all these devices and request that you configure each, individually, with this information (but only one of the devices actually needs to be successfully configured for use). Figure 3-7: Result of ifconfig command The following sections offer sample procedures that you can use to obtain these required values, based on the OS in place on the target VaultDR Client. Linux VaultDR Client 1. Log in locally to the Linux VaultDR Client, and initiate a Terminal Session. 2. At the prompt, type the following command: ifconfig 3. In the content that is revealed, locate and record the IP Address and the Network Mask values. The IP Address value The Network Mask value

37 NetVault: Backup for the VaultDR System Plugins User s Guide 37 Figure 3-8: Result of route command 4. At the prompt, type the following command: route 5. In the content that is revealed, locate and record the Gateway value (when the command is issued, this value will be revealed as the default value). The Gateway Windows VaultDR Client Figure 3-9: Results of ipconfig 1. Log in locally to the Windows VaultDR Client, and launch a Command Prompt session. 2. At the prompt, type the following command: ipconfig 3. In the content that is revealed, locate and record the IP Address, Subnet Mask (Network Mask), and Default Gateway values. IP Address Network Mask Gateway With all relevant networking information noted, you can boot the target VaultDR Client. If you are booting from a LiveCD, follow the steps outlined in the next section, Booting the VaultDR Client from a LiveCD. Otherwise, proceed to Booting the VaultDR Client with VaultOS on page 40.

38 38 Chapter 3 Using VaultDR Offline Plugin b Booting the VaultDR Client from a LiveCD If you are booting the VaultDR Client from a LiveCD, perform the following procedure. If you are booting the VaultDR Client from a standard VaultOS CD, proceed to Booting the VaultDR Client with VaultOS on page 40. Requirements The following items are required for this procedure: A LiveCD containing the desired OS. Note the following important points: The LiveCD must mount the loop-back device to perform backup and restore with NVBU. Some LiveCDs automatically mount all partitions for devices, which can lead to restore failure if the file system is mounted prior to a backup or restore job. If you boot with a LiveCD, ensure that the file system is unmounted before performing a backup or restore. Some LiveCDs automatically use the swap partition for swap operations, which can lead to restore failure if the swap partition is used prior to a backup or restore job. If you boot with a LiveCD, ensure that the LiveCD does not use the swap partition before performing a backup or restore. A Rescue device (see Creating a Rescue Device for Use with a LiveCD on page 32). A USB port (for a RescueUSB device) or a secondary CD-ROM drive (for a RescueCD) on the target system. If you are using a RescueCD, you will need two CD-ROM drives on the target system one for the LiveCD and one for the RescueCD. Procedure 1. Insert the LiveCD in the CD-ROM drive on the target system, and reboot. 2. After the OS launches, plug in the USB stick or load the RescueCD. In most cases, the LiveCD automatically mounts the USB/CD drive and shows an icon on the desktop. 3. If the LiveCD automatically mounted the USB/CD drive, use the mount -l command to find the path where the device is mounted. Example: # mount -l... /dev/sdb1 on /media/disk type ext2 (rw,nosuid,nodev)

39 NetVault: Backup for the VaultDR System Plugins User s Guide If the LiveCD does not automatically mount the USB drive, mount it manually: Note: Follow the same procedure to use a RescueCD by mounting a CD instead of a USB device. a. Use the ls -l /dev/disk/by-id/usb* command to find the USB devices on the system. Example: # ls -l /dev/disk/by-id/usb* root :16 /dev/disk/by-id/usb-jetfl ->../../sdb root :16 /dev/disk/by-id/usb-jetfl-part1_->../../sdb1 root :16 /dev/disk/by-id/usb-jetfl-part2 ->../../sdb2 b. Mount the first partition on the device. Example: # mount /dev/sdb1 /mnt/usb 5. To launch drdaemon, run the vaultdr_client.sh command. Example: # cd /mnt/usb # sh vaultdr_client.sh 6. If you configured VaultDR to use a port other than the default 10000, exit the VaultDR Daemon dialog, and enter the new port number manually. a. To exit the VaultDR Daemon dialog, press <Ctrl+C>. b. At the command prompt, type the following command, and press Enter: drdaemon -p port_number where port_number is the port you specified in Adding a VaultDR Client to the VaultDR Server on page 33 or Editing an Existing VaultDR Client on page 34. Note: If you want to relaunch VaultDR Daemon from the command prompt without changing the port number, type drdaemon and press Enter. 7. If you want to enable multipath support, type the following at a command prompt, and press Enter: drdaemon -o mpath Note: You can enter the -o mpath and -p port_number options together.

40 40 Chapter 3 Using VaultDR Offline Plugin c Booting the VaultDR Client with VaultOS To boot from a standard VaultOS CD, perform the following steps. (If you are booting from a LiveCD, refer to Booting the VaultDR Client from a LiveCD on page Power down the VaultDR Client, and insert the VaultOS CD. On reboot, there will be a 60-second delay after the boot prompt appears. 2. Press Enter to start the sequence immediately. A series of dialogs will launch as various applications are loaded to system memory. The initial load sequence may take several minutes, during which time the screen may appear blank. Important: This process only continues if VaultOS can locate the appropriate NIC/ SCSI driver components for the networking hardware available on the VaultDR Client. If no drivers can be found, you must manually load the device drivers. Figure 3-10: Setup Networking dialog 3. When the Setup Networking dialog appears, highlight the Yes button (using either the Arrow keys or the Tab key), and press Enter to begin. Figure 3-11: Configure Network Interface dialog 4. If only one NIC card is present in the client machine, select Yes to configure the network interface when the Configuration Network Interface dialog appears, and skip to Step 6.

41 NetVault: Backup for the VaultDR System Plugins User s Guide 41 Figure 3-12: Network Configuration dialog 5. If multiple NIC cards are present in the client machine, highlight the NIC card to be configured when the Network Configuration dialog appears, and select Edit. Figure 3-13: Network Configuration for eth0 dialog 6. When the Network Configuration for <Device Name> dialog appears for the selected device, press the Spacebar to enable IPv4 support, use the Tab key to highlight the OK button, and press Enter to continue. 7. Use the Tab key to highlight Manual address configuration, and press the Spacebar to enable it.

42 42 Chapter 3 Using VaultDR Offline Plugin Figure 3-14: IPv4 Configuration for eth0 dialog 8. Press the Tab key to place the cursor in the IP Address field, and input this value (as recorded during Gathering VaultDR Client Network Information on page 36). Figure 3-15: Network Configuration dialog 9. Press the Tab key again to access the Netmask field and input the appropriate Network Mask (as recorded during Gathering VaultDR Client Network Information on page 36). 10.Use the Tab key to highlight the OK button, and press Enter to continue. 11.If an additional NIC/SCSI card exists on the target VaultDR Client, select the appropriate device from the Network Configuration dialog, and repeat Step 5 through Step 9. Important: If you do not want to configure additional NIC/SCSI devices, this process can be skipped. However, you must ensure that the device is not configured.

43 NetVault: Backup for the VaultDR System Plugins User s Guide 43 Figure 3-16: Miscellaneous Network Settings dialog 12.Use the Tab key to highlight the OK button, and press Enter to continue. 13.When the Miscellaneous Network Settings dialog appears, use the Tab key to highlight the Gateway field, and input the appropriate value (as recorded during Gathering VaultDR Client Network Information on page 36). Figure 3-17: Network Interfaces dialog 14.Use the Tab key to skip through the two DNS-related fields and highlight the OK button, and then press Enter to continue. 15.When the Network Interfaces dialog appears, select the OK button. Figure 3-18: VaultDR Daemon dialog After selecting OK, the VaultDR Daemon dialog launches automatically, awaiting commands from the NVBU Server. The Client is now prepared for backup or restore.

44 44 Chapter 3 Using VaultDR Offline Plugin 16.If you configured VaultDR to use a port other than the default 10000, exit the VaultDR Daemon dialog, and enter the new port number manually. a. To exit the VaultDR Daemon dialog, press <Ctrl+C>. b. At the command prompt, type the following command, and press Enter: drdaemon -p port_number where port_number is the port you specified in Adding a VaultDR Client to the VaultDR Server on page 33 (or Editing an Existing VaultDR Client on page 34). Note: If you want to relaunch VaultDR Daemon from the command prompt without changing the port number, type drdaemon and press Enter. 17.If you want to enable multipath support, type the following at a command prompt, and press Enter: drdaemon -o mpath Note: You can enter the -o mpath and -p port_number options together Backing Up Data with VaultDR Offline Plugin The VaultDR Server makes it possible to back up full systems. In addition, the plugin provides granular backup capabilities allowing for the selection of individual disk partitions for backup. This includes the following items: Operating System Applications Specific User Information From the NVBU Backup window, the VaultDR Server plugin can select the following items for backup: Disk Partitions All (or individual) partitions can be selected for backup. Mounted Volumes (Linux/UNIX) All of which are backed up as individual partitions. Note: The Master Boot Record (MBR) and the Partition Table items will be backed up automatically when a partition (all or individual) is backed up using the VaultDR Server. Therefore, these items are not available to select for a backup.

45 3.5.1 Prerequisites NetVault: Backup for the VaultDR System Plugins User s Guide 45 Prior to initiating a backup with the VaultDR Server, review the following sections for details on prerequisites that must be met a b Booting the VaultDR Client with VaultOS It is first necessary to boot the target VaultDR Client with the VaultOS to prepare it for the backup. To accomplish this, review all the steps covered in Booting with VaultOS on page 35. Verifying Disk Geometry and Device Size Prior to performing a backup of any portion of a VaultDR Client s hard drive, BakBone recommends that the Disk Size as well as the Disk Geometry of the selected drive be noted. When restoring previously backed up data, if these items are not taken into account, a restore could fail. Example of How to Note the Drive Disk Size and Disk Geometry A Client drive is divided into three partitions. The primary partition is 10 gigabytes (GB), the first logical partition is 7GB and the second is 3GB. A backup of the first logical partition is performed with the VaultDR Server. On restore of the system after a hard drive crash, if the first logical partition was restored, it would need to be restored to the proper partition (that is, the first logical partition), or the restore would fail. The preceding information, including the Disk Size and Disk Geometry of a selected Client, can be determined via the NVBU Server as follows: 1. With the VaultDR Client booted using VaultOS (as outlined in Booting a VaultDR Client with VaultOS on page 35), access the NVBU Server, and launch the NVBU Console. 2. Open the NVBU Backup window, and double-click the NVBU Server (that is, the system containing the VaultDR Server) to open it. 3. Open the VaultDR Server by double-clicking it. 4. Double-click the applicable VaultDR Client displayed under the plugin to reveal the disks contained within.

46 46 Chapter 3 Using VaultDR Offline Plugin 5. To determine the Disk Geometry, right-click the applicable disk, and select Disk Geometry from the pop-up menu. The Display Device Geometry dialog displays details about the partition structure of the selected disk. Figure 3-19: Display Device Geometry dialog Figure 3-20: Device Size dialog Partitions Each individual partition is listed here by number and the partition type. Active Displays the current activity state of the partition ( Yes or No ). Start Cyl Displays the origination point (cylinder) for the various partitions. End Cyl Displays the partition s end point (cylinder). Size Displays the size of each partition. Type Displays the type of partition. 6. With sufficient information noted, click OK to close this dialog. 7. To determine the overall size of a disk, right-click the applicable disk in the NVBU Backup window, and select Disk Size from the pop-up menu. The Device Size dialog displays details about the size of the selected disk. Device The number and type of the disk. Size The size of the selected disk. 8. After noting this information, click OK to close this dialog.

47 3.5.2 Backing Up Data NetVault: Backup for the VaultDR System Plugins User s Guide 47 Before performing a VaultDR backup, consider the following important points: The VaultDR Client machine must be booted with the VaultOS software prior to each operation of the VaultDR Server (backup or restore). If this procedure is not completed properly, the VaultDR Client will be inaccessible from the NVBU Server. For details on this process, see Booting a VaultDR Client with VaultOS on page 35. The Linux kernel supports only 15 partitions per SCSI disk and 63 partitions per IDE disk. Because of this limitation, VaultOS detects only 15 partitions per SCSI disk and 63 partitions per IDE disk, regardless of the target OS. If you exceed the maximum supported partitions, an error message will appear on the NVBU Server. When Raw Mode is selected, not only will the media in use be backed up, but the entire disk will be as well (for example, if 6GB are in use on a 30GB partition, 30GB of media will be used to back up the partition). The Raw Mode option should only be used when a complete hard drive is selected for a VaultDR Server backup (that is, not an individual partition). Dynamic disks must be backed up via Raw Mode to maintain partition information. VaultDR Offline Plugin does not support DR backup spanning multiple libraries. Attempting to restore a backup job that spans multiple libraries will fail. To perform a VaultDR backup, perform the following steps: 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. 2. Open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 3. On the Selections tab, locate the machine acting as the NVBU Server (that is, the machine with the VaultDR Server installed), and double-click it to open it. 4. In the list that appears, locate the VaultDR Server (labeled VaultDR APM ), and double-click it to open it and display the hard disks located on the Client system. 5. Select one of the following: To select the entire disk for a backup, click the box to the left of the disk title. To select specific items, double-click a disk to open it. Individual partitions are displayed and made available for selection. NVBU provides data on each type of partition, including the size, status and type. This information is displayed to the right of each partition, in parentheses. Select the items

48 48 Chapter 3 Using VaultDR Offline Plugin Figure 3-21: Selections tab on NVBU Backup window that you want to back up. Selected items will contain a green check, items that are not selected will be blank, and omitted items will contain a red cross. Figure 3-22: Partition Types Primary Partition Each hard disk can contain up to four different true partitions. They are referred to as the primary partitions, and can be individually selected for backup. Extended Partition This is the space on the hard disk not allocated to the primary partition(s). This type of partition cannot be selected for a backup. To add it, the entire drive must be selected. Figure 3-23: Examples of items selected and omitted for backup Logical Partition Logical partitions allow multiple system images to run in one machine. This can be multiple instances of the same OS or different OSs. Logical partitions can be individually selected for a backup.

49 NetVault: Backup for the VaultDR System Plugins User s Guide 49 Figure 3-24: Backup Options 6. Select the Backup Options tab, and then select Raw Mode, Zlib Compression, or both. Raw Mode Select this option if you want all partition information for a selected hard drive to be ignored and a bit-by-bit backup of the entire disk image to be performed. This bit-by-bit form of data transfer occurs during the restore of this backup as well, thereby eliminating the need to format the target drive. Cases in which Raw Mode is desired include: The selected hard drive does not have a partition table. VaultDR cannot recognize the partition table. You are backing up data outside the MBR and partitions (for example, dynamic disks). Zlib Compression Select this option to compress data on the VaultDR Client prior to transfer during backup. This reduces overall network traffic during data transfer and also requires less media space to accommodate the VaultDR backup. This option is useful for partitions that contain a large amount of unused space and that would otherwise need 1:1 space on the backup medium. 7. Set the additional options on the remaining tabs (for example, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Server. For more information, refer to the NetVault: Backup Administrator s Guide. 8. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 9. Click the Submit button. You can monitor the backup job progress and log entries via the NVBU Jobs, Status, and NVBU Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide.

50 50 Chapter 3 Using VaultDR Offline Plugin Restoring Data The following sections describe how to restore backups to a variety of configurations, such as a physical machine or a Virtual Machine Disk Format (VMDK) image. Important: Before attempting to recover to the same disk that you backed up, make sure that all existing partitions have been removed; otherwise, recovery to the same disk might fail. Restoring a SATA disk with 15 partitions fails and the drdaemon presents an error when using Ubuntu 6.1 LiveCD Restoring to a Physical Machine a This option allows you to recover backups of the client to a physical machine that has the same hardware specification as the machine that was used for backup. Prerequisites A DR restore procedure is a delicate operation. Prior to setting up and running a DR restore, the prerequisites covered in the following sections must be met. Ensure that Device File Names Match The target device name on the VaultDR Client (for example, Disk 0 (IDE)) must be the same as it was at the time of backup. Important: When relocating a DR backup, ensure that the hard disk installed on the new relocation target has the same name as the hard disk that existed in the original target machine. Boot the VaultDR Client with VaultOS It is first necessary to boot the target VaultDR Client with the VaultOS to prepare it for the restore of a DR image. To accomplish this, perform the steps covered in Booting a VaultDR Client with VaultOS on page 35. Gather Noted Device Size and Disk Geometry Information This information should have been noted prior to the backup (see Verifying Disk Geometry and Device Size on page 45). Have this information handy to complete the restore properly.

51 NetVault: Backup for the VaultDR System Plugins User s Guide 51 Verify Access to the Target VaultDR Client The VaultDR Client machine that is to serve as a target for the restore must be accessible to the VaultDR Server. To check access, perform the following steps: 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. 2. Access the NVBU Backup window to verify that the applicable Client machine has been added as a VaultDR Client. a. Open the VaultDR Server to reveal existing Clients. b. Locate and right-click the applicable VaultDR Client, and select Edit from the pop-up menu. c. When the Edit VaultDR Client dialog appears, verify that the data is correct or change it as required. d. If the VaultDR Client is added properly, continue to the next section, Restore Procedure; otherwise, proceed to the following step. 3. Add the applicable VaultDR Client. For detailed instructions, see Adding a VaultDR Client to the VaultDR Server on page Close the NVBU Backup window of the VaultDR Server, and continue to the Restore Procedure section b Restore Procedure The following procedure illustrates how to perform a DR restore to a physical machine. 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 2. On the Selections tab, locate and double-click the applicable Client in the list of VaultDR Server backups. 3. Locate the VaultDR Server (labeled VaultDR APM ), and double-click it to open it. 4. In the list of backup savesets that appears (this list is comprised of previous backups completed with this plugin), double-click the applicable saveset to open it. 5. When the backed up Client machine appears, double-click it to open it and list the disks that were backed up.

52 52 Chapter 3 Using VaultDR Offline Plugin Figure 3-25: Selections tab on NVBU Restore window 6. Select one of the following: To restore the entire disk, click the box to the left of the applicable disk title to select it. To select specific items, double-click a disk to open it, and then select the items that you want to restore. The Dos Compatibility Region is the first 32k 512 bytes from start of the disk that immediately follows the Master Boot Record (MBR). VaultDR backs up this region to support GRUB Stage 1.5. However, this region will always be backed up and restored regardless of the existence of GRUB Stage 1.5. This option is not selectable. Master Boot Record & System Partition Individual Partitions

53 NetVault: Backup for the VaultDR System Plugins User s Guide 53 Figure 3-26: Restore Options tab 7. Select the Restore Options tab, where you can select the Restore Type: Physical Machine or VMDK Images. 8. To restore the backup of a client to a physical machine, select the Physical Machine (the default) as the Restore Type. If Physical Machine is selected, the Physical Recovery Options frame containing the Restore Name field is shown. By default, the value in this field is NVBU s name for the VaultDR Client from which this backup was originally performed (based on the backup saveset selected from the Selections tab of the Restore window). This name is associated with a specific IP address that was previously configured. If this value is left at its default setting, selected data will be restored to the machine that was originally backed up. This field can be used to relocate restored data to a Standby VaultDR Client, if necessary. For complete details on this procedure and its use of this option, see Recovery to a Standby VaultDR Client on page Set the additional options on the remaining tabs (for example, Target Client, Schedule, and Advanced Options), as required. These options are not unique to the VaultDR System Plugins. For more information, refer to the NetVault: Backup Administrator s Guide. 10.In the Job Title field, enter a suitable name for the job. 11.Click the Submit button.

54 54 Chapter 3 Using VaultDR Offline Plugin Notes If selecting individual partitions for a restore, it is also necessary to select the Master Boot Record and System Partition item. Failure to do so will result in a failed restore. When performing a restore of a VaultDR Server backup, options available in the Target Client tab should be left at their default settings. If a target other than the intended is selected from this tab the restore will fail Restoring as a VMDK Image This option allows you to recover backups of the client to a VMDK Image, which can then be attached to a virtual machine created from VMware. This option effectively converts the backup of a physical machine to a virtual machine a b Prerequisite VaultDR Server must be installed on the NVBU Server. Restore Procedure The following procedure illustrates how to restore a backup to a virtual machine. 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 2. On the Selections tab, locate and double-click the applicable Client in the list of VaultDR Server backups. 3. Locate the VaultDR Server (labeled VaultDR APM ), and double-click it to open it. 4. In the list of backup savesets that appears (this list is comprised of previous backups completed with this plugin), double-click the applicable saveset to open it. 5. When the backed up Client machine appears, double-click it to open it and list the disks that were backed up.

55 NetVault: Backup for the VaultDR System Plugins User s Guide 55 Figure 3-27: Selections tab on NVBU Restore window 6. Select one of the following: To restore the entire disk, click the box to the left of the applicable disk title to select it. To select specific items, double-click a disk to open it, and then select the Master Boot Record & System Partition and individual partitions that you want to restore. Important: If restoring to a VMDK image, you must select both Master Boot Record & System Partition and the individual partitions or the restore job will fail. 7. Select the Restore Options tab. The Restore Options tab allows you to select the Restore Type: Physical Machine or VMDK Images. To restore the backup of a client to a virtual machine, select VMDK Images as the Restore Type. This type of restore provides two additional options either to restore the VMDK Image to a local directory of the NVBU Server or to restore to a remote ESX Server.

56 56 Chapter 3 Using VaultDR Offline Plugin Figure 3-28: Vmdk Recovery Options Restoring the VMDK Image to a local directory of the NVBU Server: In the Local Target Directory box of the Vmdk Recovery Options frame, enter a valid path to the location where the recovered images will be stored. If this field is left blank, the default value is the NetVault temp directory ( /netvault/tmp ). Restoring the VMDK Image to a remote ESX Server: 1. Select the Restore to Remote ESX Server check box in the Vmdk Recovery Options frame. 2. Enter the values for ESX Host, Port, Username, Password, and Path.

57 NetVault: Backup for the VaultDR System Plugins User s Guide 57 Figure 3-29: ESX Server Options These options are required to restore VMDK Images directly to an ESX Server. This is useful when there is no local storage space on the NVBU Server machine or when using ESX Server. ESX Host Enter the host name or IP address of the ESX Server. Port Enter the remote console port on the ESX Server. Username Enter the user name to log into the ESX Server. Password Enter the password for the specified user name. Path Enter the directory on the ESX Server where the VMDK files will be created. This path should always start with a datastore within square brackets [datastore] dir. If the path specified does not exist, the plugin will not be able to connect to the ESX Server. 8. Set the additional options on the remaining tabs (for example, Target Client, Schedule, and Advanced Options), as required. These options are not unique to the VaultDR System Plugins. For more information, refer to the NetVault: Backup Administrator s Guide. 9. In the Job Title field, enter a suitable name for the job. 10.Click the Submit button.

58 58 Chapter 3 Using VaultDR Offline Plugin Figure 3-30: Datastore path on ESX Server After the restore job has completed, you can create a virtual machine from the restored VMDK file using the VMware Server console. To do so, perform the following procedure. 1. Log into the VMware Server console. 2. Confirm that the VMDK file is located in the datastore path that was specified under ESX Server Options on the Restore Options tab. Figure 3-31: Datastore Browser with.vmdk file 3. On the ESX Server, browse the datastore and navigate to the specified path. The path should contain a file with the extension.vmdk.

59 NetVault: Backup for the VaultDR System Plugins User s Guide 59 Figure 3-32: VMware console 4. In the upper-left corner of the VMware Server console, click the Create Virtual Machines icon. Figure 3-33: Configuration dialog 5. When the Configuration dialog appears, select Custom, and click Next.

60 60 Chapter 3 Using VaultDR Offline Plugin Figure 3-34: Name and Location dialog 6. In the Name field on the Name and Location dialog, enter a descriptive name for your virtual machine, and click Next. Figure 3-35: Datastore dialog 7. When the Datastore dialog appears, select a datastore in which to store the virtual machine, and click Next.

61 NetVault: Backup for the VaultDR System Plugins User s Guide 61 Figure 3-36: Virtual Machine Version dialog 8. When the Virtual Machine Version dialog appears, select the version, and click Next. Figure 3-37: Guest Operating System dialog 9. When the Guest Operating System dialog appears, select the guest OS, and click Next.

62 62 Chapter 3 Using VaultDR Offline Plugin Figure 3-38: CPUs dialog 10.When the CPUs dialog appears, select the number of virtual processors on the virtual machine, and click Next. Figure 3-39: Memory dialog 11.When the Memory dialog appears, configure the virtual machine s memory size, and click Next.

63 NetVault: Backup for the VaultDR System Plugins User s Guide 63 Figure 3-40: Network dialog 12.When the Network dialog appears, configure the virtual machine s network connections, and click Next. Figure 3-41: SCSI Controller dialog 13.When the SCSI Controller dialog appears, select the SCSI Controller type, and click Next. Note: The VaultDR Plugin only supports LSI Logic Parallel SCSI controllers for ESX 4.0 and LSI Logic SCSI for ESX 3.5.

64 64 Chapter 3 Using VaultDR Offline Plugin Figure 3-42: Select a Disk dialog 14.When the Select a Disk dialog appears, select Use an existing virtual disk, and click Next. Figure 3-43: Browse Datastores dialog 15.When the Browse Datastores dialog appears, navigate to the datastore to locate the VMDK file, select it, and click OK.

65 NetVault: Backup for the VaultDR System Plugins User s Guide 65 Figure 3-44: Advanced Options dialog 16.When the Advanced Options dialog appears, select any applicable options, and click Next. Figure 3-45: Ready to Complete dialog 17.When the Ready to Complete dialog appears, review the summary of the virtual machine you just created, and then click Finish.

66 66 Chapter 3 Using VaultDR Offline Plugin Figure 3-46: vsphere Client window 18.When the new virtual machine appears in the left pane of the VMware console, right-click it, and select Open Console from the pop-up menu. 19.Power on the virtual machine from the console. The Windows logo appears following a successful boot. Note: BakBone recommends installing VMware Tools before using the virtual machine. For instructions, refer to the VMware documentation for instructions. Additional Notes character cannot be used in the datastore path. Windows 2000 clients cannot be restored to VMDK images. When restoring to an ESX Server, it is important to verify that there is sufficient free disk space available on the ESX virtual machine. For details on calculating the required disk space, refer to the following article: search.do?cmd=displaykc&doctype=kc&externalid= The block size determines the minimum amount of disk space that any file will take up on VMFS datastores. Choose the block size carefully when creating VMFS datastores. The following block sizes are available: 1MB block size = 256GB maximum file size 2MB block size = 512GB maximum file size 4MB block size = 1024GB (1TB) maximum file size 8MB block size = 2048GB (2TB) maximum file size

67 NetVault: Backup for the VaultDR System Plugins User s Guide Recovery to a Standby VaultDR Client In the event of a hardware failure in a specific Client machine, it is possible to restore a previous VaultDR Backup to another, preconfigured VaultDR Client, or Standby. To accomplish this, use the information provided in the following sections a b Prerequisites Before performing the recovery procedure, consider the following important points: This procedure will only work when restoring backups performed with the standard VaultDR Server. The target VaultDR Client (the Standby ) for this operation must be preconfigured using the procedure described in the section Adding a VaultDR Client to the VaultDR Server on page 33. When attempting this operation, there must be sufficient disk space on the Standby machine, otherwise the operation will fail. For more information, see Verifying Disk Geometry and Device Size on page 45. With this process, the new target machine must have a similar hardware configuration to that of the originally backed up machine (in regards to the NIC and SCSI cards used). If the hardware in use differs too much from the original, driver software conflicts may occur, resulting in a failed restore. Values input in the Restore Name field in the Restore Options tab are casesensitive. Ensure that the exact NVBU name of the machine to be relocated to is input in this field, otherwise the restore will fail. Relocations of this type must be restored to the same partition they were backed up from. For example, if a VaultDR backup was taken of a system s C:\ partition on a Windows-based system, the restore must be performed to the relocation target s C:\ partition as well. It is not possible to restore to a different partition. Restore Procedure To recover to a Standby VaultDR Client, perform the following steps: 1. On the Selections tab of the NVBU Restore window, access the relevant VaultDR backup savesets, and select the applicable items for a restore. 2. On the Selections tab, select the disk to be relocated.

68 68 Chapter 3 Using VaultDR Offline Plugin Figure 3-47: Restore Rename dialog 3. Right-click a disk item, and select Rename from the pop-up menu. Figure 3-48: Restore Options tab 4. When the Restore Rename dialog appears, select the Rename to check box, and enter the Disk Number of the disk to be restored. For example, enter 0 for system disk 1, 1 for system disk 2, and so on. Note that evaluation of the SCSI disks is done before the IDE disks. So a system with two SCSI disks and two IDE disks would have the numbering 0 SCSI 1, 1 SCSI 2, 2 IDE 1, 3 IDE Repeat Step 3 and Step 4 for each disk that is to be relocated. 6. Select the Restore Options tab, and ensure that Physical Machine is the selected Restore Type. 7. In the Restore Name box, enter the name of the preconfigured VaultDR Client that is to serve as the standby machine. 8. Continue with the restore (as explained previously in Restoring to a Physical Machine on page 50), and submit the job.

69 SECTION 3: The VaultDR Online Plugin

70

71 NetVault: Backup for the VaultDR System Plugins User s Guide 71 Chapter 4: USING VAULTDR ONLINE PLUGIN FOR WINDOWS VaultDR Online Plugin for Windows An Overview VaultDR Online Plugin Environment Overview Configuring VaultDR Server Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server Booting a VaultDR Client with VaultOS Booting with VaultOS Installing and Removing VaultDR Online Plugin for Windows Installing VaultDR Server Adding VaultDR Online Plugin Clients Installing VaultDR Online Plugin for Windows Upgrading VaultDR Online Plugin for Windows Removing VaultDR Online Plugin for Windows Backing Up Data with VaultDR Online Plugin for Windows Prerequisites Backing Up Data Restoring Data Restoring to a Physical Machine Restoring as a VMDK Image

72 72 Chapter 4 Using VaultDR Online Plugin for Windows VaultDR Online Plugin for Windows An Overview This chapter describes how to install, configure, and use VaultDR Online Plugin for Windows for backing up and restoring data. The VaultDR Online Plugin for Windows operating systems (hereinafter referred to as the VaultDR Online Plugin) is a Disaster Recovery (DR) solution that allows you to fully back up and restore an entire hard disk on a target client, including the OS, applications, system settings, partition information, and data. Backup The backup process allows you to target a Windows-based system, and perform a full and complete backup of its contents while the system remains online and available to users. Recovery The recovery process requires that you use the VaultOS boot utility provided with the plugin, to take the protected Windows-based system offline, which allows for complete access to its hard disk for restore operations. In addition, the VaultDR Online Plugin also provides the following features: VSS-based Snapshots For VSS-enabled applications such as SQL Server, Exchange, and SharePoint, the software uses VSS to quiesce these applications before taking the snapshot. Using VSS to quiesce the applications reduces the amount of application crash recovery that must be performed after recovery of the image file. This method is only supported on Windows 2003 and Eliminate Backup whitespace This feature enables you to back up only the used blocks on the partition. For example, if a machine has a C: drive of size 10GB and only 6GB is used, the plugin only backs up 6GB (the used space). This saves a considerable amount of time and space. Restore as VMDK Image This feature restores the backup of a physical machine to a VMDK image that can be used to create a virtual machine. Important: This plugin works in conjunction with the VaultDR Server. Prior to conducting a backup with the VaultDR Online Plugin, you must install the VaultDR Server and verify connectivity between target VaultDR Client(s) and the NVBU Server where VaultDR Server is installed. In addition, the VaultDR Server is required to perform all restores of VaultDR Online Plugin backups.

73 NetVault: Backup for the VaultDR System Plugins User s Guide VaultDR Online Plugin Environment Overview The processes required to successfully set up and use the VaultDR Online Plugin must be followed in a specific order. The following table offers a rough outline of how to establish a VaultDR Online Plugin environment. The VaultDR Online Plugin for Windows Environment Setup Components Required: VaultDR Server VaultDR Online Plugin VaultOS Operating System Configure the VaultDR Server 1. Install the VaultDR Server on the NVBU Server. 2. Create a VaultOS Boot System (for example, to a writable CD). 3. Add the target VaultDR Clients to the VaultDR Server on the NVBU Server. Verify Access to the VaultDR Server You must verify that all target VaultDR Clients are accessible to the VaultDR Server. Failure to do so may result in an inability to perform a restore. Boot the target VaultDR Client system with VaultOS. From the NVBU Server, access the VaultDR Server to ensure that the target VaultDR Client is accessible to the VaultDR Server. Configure the VaultDR Online for Windows Client 1. Add Client machine(s) to be backed up by the VaultDR Online Plugin to the NVBU Server (that is, via the NVBU Client Management window in the NVBU Console). 2. Install the VaultDR Online Plugin on any NVBU Heterogeneous Client machine requiring active Disaster Recovery backups (for example, the Clients added in Step 1, but not the NVBU Server itself). Perform Online Backups with the VaultDR Online Plugin From the NVBU Server, perform online backups as required, of each VaultDR Client using the VaultDR Online Plugin (for example, OS, applications, system settings, and so on). Recovery Perform an offline restore to the target VaultDR Client. 1. Boot the target VaultDR Client system with VaultOS. 2. From the NVBU Server, administer restores to the target VaultDR Client by selecting data included in the VaultDR Online Plugin backup(s).

74 74 Chapter 4 Using VaultDR Online Plugin for Windows Configuring VaultDR Server The second phase of setting up the VaultDR Server involves environment configuration. This configuration process can be broken down into two basic steps: Creating a VaultOS Boot System Adding a VaultDR Client to the VaultDR Server The sections that follow fully illustrate the procedures that must be followed to complete both of these steps. Note: The only configurations required apply to the use of the VaultDR Server. There are no configuration requirements necessary with the VaultDR Online Plugin (and there are no configuration options available) Creating a VaultOS Boot System The initial backup requirement with the VaultDR Server, as well as all restore operations require the use of the VaultOS Boot System to boot the target VaultDR Client. This minimal OS loads to a target machine s memory, rather than to its hard drive. This leaves the hard drive(s) inactive (offline) and in a suitable state for backup or restore. The VaultOS is created on a writable CD. The following section documents the creation procedure a Installing VaultOS on a Writable CD The VaultDR Server allows you to create a bootable CD that can be used to prepare a Client machine for the restore process. This procedure can be performed on any machine that meets the following requirements: Requirements The following items are required for this procedure: Installation ISO image (that is, either from the NetVault: Backup APM Installation CD or obtained via download). A writable CD-ROM drive A blank CD CD-generation software Creation Procedure (All OS Platforms) Important: BakBone recommends that all applications running on the machine performing this operation be shut down before starting this procedure.

75 NetVault: Backup for the VaultDR System Plugins User s Guide Based on installation type (that is, from an installation CD or from a downloaded file), navigate to the following directory: \<Operating System>\vaultdr\vaultos 2. Locate the CD image file entitled vaultos_x86_vxxx.iso where xxx indicates the VaultOS software version. If using an installation CD, copy it to the machine s local hard drive. Otherwise, note the directory path to this file. 3. Insert a blank CD in the writable drive. 4. Create a new CD with the CD-generation software using the vaultos_x86_vxxx.iso file. For details on this procedure, refer to the relevant documentation for the CD-generation software in use Adding a VaultDR Client to the VaultDR Server Figure 4-49: Open option To properly access a VaultDR Client machine for backup and restore, you must add it to the VaultDR Server. To accomplish this, perform the following steps: 1. From the NVBU Console, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). Figure 4-50: Add VaultDR Client dialog 2. On the Selections tab, locate the machine acting as the NVBU Server (that is, the machine with the VaultDR Server installed), and double-click it to open it. 3. In the list of available APM/plugins, locate the VaultDR Server (labeled VaultDR APM ), and open it by double-clicking it or right-clicking it and selecting Open from the pop-up menu. 4. When the Add VaultDR Client dialog appears, complete the following fields to add a VaultDR Client:

76 76 Chapter 4 Using VaultDR Online Plugin for Windows Client Name The name of the applicable Client. NVBU scans the network, looking for available systems that can be added as VaultDR Clients, and displays them in the drop-down list. Important: The Client Name must be the VaultDR client name exactly as it appears on the VaultDR client machine. If the Name is not the same, Restore jobs may fail. Address(es) A comma-separated list of addresses that can either be IP addresses or resolvable network names (for example, , Server_1, , and so on) that refer to the machine to be added. Port Number The port used to invoke drdaemon (for example, 15555). The default value is Important: If you specify a port number other than the default 10000, you must manually enter the new port number when you boot the VaultDR Client. For details, see Step 16 on page a Figure 4-51: Add Client option Adding Additional VaultDR Clients After you have added an initial VaultDR Client to the NVBU Server, you must perform the following steps to add additional Clients: 1. Open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup), and double-click the NVBU Server (with the VaultDR Server installed on it) to open it. 2. Double-click the VaultDR Server to open it. 3. Right-click the plugin, and select Add Client from the pop-up menu. 4. When the Add VaultDR Client dialog appears, enter the values as explained in Step 4 of Adding a VaultDR Client to the VaultDR Server. 5. Repeat these steps as required until all VaultDR Clients have been added b Editing an Existing VaultDR Client With a VaultDR Client added to the NVBU Server, the settings made during the original addition process can be edited, if necessary. To accomplish this, perform the follow steps:

77 NetVault: Backup for the VaultDR System Plugins User s Guide On the Selections tab, expand the VaultDR APM icon, right-click the applicable VaultDR Client, and select Edit Client. 2. When the Edit Client dialog appears, update the applicable values: VaultDR Client Name This field contains the current name for the selected client. Changing this value updates the name of the Client in NVBU. IP Address This field contains the IP address originally set for this client. You can change this value or add additional, comma-separated addresses. Port Number This field contains the port used to invoke drdaemon (for example, 15555). The default value is Important: If you specify a port number other than the default 10000, you must manually enter the new port number when you boot the VaultDR Client. For details, see Step 16 on page Click OK to close the dialog and commit the changes c Removing an Existing VaultDR Client If you need to remove an existing VaultDR Client from the NVBU Server, perform the following steps: 1. On the Selections tab, expand the VaultDR APM icon, right-click the applicable VaultDR Client, and select Remove Client. 2. When the confirmation dialog appears, click Yes to remove it (or No to abort) Booting a VaultDR Client with VaultOS When performing backups using the VaultDR Online Plugin, a target VaultDR Client can be active and currently in use by an end user (that is, online). However, various operations associated with the VaultDR Online Plugin require that the target VaultDR Client be taken offline and made completely accessible to the NVBU Server. This includes the following two operations: Verifying access to the VaultDR Server All restore operations To bring a target DR system to this offline state, the VaultOS is used to load a minimal OS to a target VaultDR Client s memory. The VaultOS boot process entails the configuration of network equipment installed on the target VaultDR Client (that is, loading driver software for the system s NIC/SCSI card to memory to use the device and access the system). This boot process varies based on the version of VaultOS in use:

78 78 Chapter 4 Using VaultDR Online Plugin for Windows Booting with VaultOS This process entails the configuration of network equipment installed on the target VaultDR Client (that is, loading driver software for the system s NIC/SCSI card to memory to use the device and access the system). The overall boot process with VaultOS can be broken down into two phases: Gathering VaultDR Client Network Information Booting the VaultDR Client with VaultOS Important: Before beginning this procedure, you must verify the boot order of the target VaultDR Client. The machine s CD-ROM drive must be the first source of a boot for this process to work a Gathering VaultDR Client Network Information In this first phase of the process, you must gather specific network-related information from the VaultDR Client for use in the boot process (for example, NIC and SCSI interface values). This includes the following values: IP Address Network Mask Gateway Important: If the target VaultDR Client is configured with multiple NIC/SCSI devices for access, BakBone recommends that you gather the preceding information for each device. The VaultOS boot process will recognize all these devices and request that you configure each, individually, with this information (but only one of the devices actually needs to be successfully configured for use). To obtain all of these network values, perform the following steps: 1. Log in locally to the Windows VaultDR Client, and launch a Command Prompt session. 2. At the prompt, type the following command: ipconfig

79 NetVault: Backup for the VaultDR System Plugins User s Guide 79 Figure 4-52: Results of ipconfig 3. In the content that is revealed, locate and record the IP Address, Subnet Mask (Network Mask), and Default Gateway values. IP Address Network Mask Gateway b Booting the VaultDR Client with VaultOS With all relevant networking information noted, it is now possible to boot the target VaultDR Client. To accomplish this, perform the following steps: 1. Power down the VaultDR Client, and insert the VaultOS CD. On reboot, there will be a 60 second delay after the boot prompt appears. 2. Press Enter to start the sequence immediately. A series of dialogs will launch as various applications are loaded to system memory. The initial load sequence may take several minutes, during which time the screen may appear blank. Important: This process only continues if VaultOS can locate the appropriate NIC/ SCSI driver components for the networking hardware available on the VaultDR Client. If no drivers can be found, you must manually load the device drivers. Figure 4-53: Setup Networking dialog 3. When the Setup Networking dialog appears, highlight the Yes button (using either the Arrow keys or the Tab key), and press Enter to begin.

80 80 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-54: Configure Network Interface dialog 4. If only one NIC card is present in the client machine, select Yes to configure the network interface when the Configuration Network Interface dialog appears, and skip tostep 6. Figure 4-55: Network Configuration dialog 5. If multiple NIC cards are present in the client machine, highlight the NIC card to be configured when the Network Configuration dialog appears, and select Edit.

81 NetVault: Backup for the VaultDR System Plugins User s Guide 81 Figure 4-56: Network Configuration for eth0 dialog 6. When the Network Configuration for <Device Name> dialog appears for the selected device, press the Spacebar to enable IPv4 support, use the Tab key to highlight the OK button, and press Enter to continue. Figure 4-57: IPv4 Configuration for eth0 dialog 7. Use the Tab key to highlight Manual address configuration, and press the Spacebar to enable it. 8. Press the Tab key to place the cursor in the IP Address field, and input this value (as recorded during Gathering VaultDR Client Network Information on page 78). 9. Press the Tab key again to access the Netmask field and input the appropriate Network Mask (as recorded during Gathering VaultDR Client Network Information on page 78). 10.Use the Tab key to highlight the OK button, and press Enter to continue.

82 82 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-58: Network Configuration dialog 11.If an additional NIC/SCSI card exists on the target VaultDR Client, select the appropriate device from the Network Configuration dialog, and repeat Step 5 through Step 9. Important: If you do not want to configure additional NIC/SCSI devices, this process can be skipped. However, you must ensure that the device is not configured. Figure 4-59: Miscellaneous Network Settings dialog 12.Use the Tab key to highlight the OK button, and press Enter to continue. 13.When the Miscellaneous Network Settings dialog appears, use the Tab key to highlight the Gateway field, and input the appropriate value (as recorded during Gathering VaultDR Client Network Information on page 78). 14.Use the Tab key to skip through the two DNS-related fields and highlight the OK button, and then press Enter to continue.

83 NetVault: Backup for the VaultDR System Plugins User s Guide 83 Figure 4-60: Network Interfaces dialog 15.When the Network Interfaces dialog appears, select the OK button. Figure 4-61: VaultDR Daemon dialog After selecting OK, the VaultDR Daemon dialog launches automatically, awaiting commands from the NVBU Server. The Client is now prepared for backup or restore. 16.If you configured VaultDR to use a port other than the default 10000, exit the VaultDR Daemon dialog, and enter the new port number manually. a. To exit the VaultDR Daemon dialog, press <Ctrl+C>. b. At the command prompt, type the following command and press Enter: drdaemon -p port_number where port_number is the port you specified in Add VaultDR Client dialog on page 75. Note: If you want to relaunch VaultDR Daemon from the command prompt without changing the port number, type drdaemon and press Enter. 17.If you want to enable multipath support, type the following at a command prompt, and press Enter: drdaemon -o mpath Note: You can enter the -o mpath and -p port_number options together.

84 84 Chapter 4 Using VaultDR Online Plugin for Windows Installing and Removing VaultDR Online Plugin for Windows Installing VaultDR Server Before installing the VaultDR Online Plugin, you must install the VaultDR Server. This section covers the steps required to install the VaultDR Server and the VaultDR Online Plugin a Prerequisites Before installing the VaultDR Server, make sure that the following requirements have been met: The Server version of the NVBU software must be installed on at least one machine. The VaultDR Client machine (the target of the backup/restore) must have a supported Windows OS installed. Important: For the VaultDR Server to function properly, all of its associated components must be the proper version (that is, version X of the VaultDR Server will only work with its appropriate version of VaultOS). For details on supported versions, refer to NetVault: Backup VaultDR Supported Platforms at b Figure 4-1: Install Software option Installation Procedure The NVBU VaultDR Server must be installed on an NVBU Server. It is installed and removed via the NVBU Client Management window. To install this plugin, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (the NVBU Server), and select Install Software from the pop-up menu.

85 NetVault: Backup for the VaultDR System Plugins User s Guide On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drcxxxx.npk), and click Open. The installation process will occur automatically. Note: Based on the OS in use and the location of this file, the directory path may vary, but the file required for installation of this plugin should be entitled drcxxxx.npk (where xxxx represents the platform and version number). Important: If using the NetVault: Backup APM Installation CD to install a plugin to a UNIX-based OS, it may first be necessary to mount the CD-ROM drive to access the disk. For instructions on how to accomplish this, refer to the relevant OS s documentation. This also applies to accessing files for other procedures required for installation of the VaultDR System plugins. 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. The plugin is now ready for use Adding VaultDR Online Plugin Clients After the VaultDR Server is installed on the NVBU Server, the next step is to add the client machines that are to be backed up using the VaultDR Online Plugin. This is accomplished via the NVBU Client Management window of the NVBU Console on the NVBU Server. For complete details on the use of this window to add Clients to the NVBU Server, refer to the NetVault: Backup Administrator s Guide. With the desired Clients added, the VaultDR Online Plugin can be installed remotely from the NVBU Server Installing VaultDR Online Plugin for Windows The VaultDR Online Plugin must be installed on each NVBU Heterogeneous Client from which VaultDR Online functionality is desired (that is, if attempting to conduct a VaultDR Online backup of a remote NVBU Heterogeneous Client, this plugin software must be installed on that Client) a Prerequisites Before installing the VaultDR Online Plugin, make sure that the following requirements have been met: At least the Client version of the NVBU software must be installed. The Client machine (the target of the backup/restore) must be running a supported Windows platform. For details on the Windows platforms

86 86 Chapter 4 Using VaultDR Online Plugin for Windows supported by the VaultDR Online Plugin, refer to NetVault: Backup VaultDR Supported Platforms at Approximately 10 20% of the hard disk drive s space must remain free and available for use. The VaultDR Server must be installed on the NVBU Server. The system to serve as the VaultDR Client must have been added to the NVBU Server via the NVBU Client Management window (as explained in Adding VaultDR Online Plugin Clients on page 85) b VaultDR Online Plugin Installation Procedure The VaultDR Online Plugin must be installed on the Client machine that is to be protected. To install this plugin, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable Client (that is, one of the Clients added in Adding VaultDR Online Plugin Clients on page 85), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drwxxxx.npk), and click Open. The installation process will occur automatically. 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. Note the following important points: All versions of the VaultDR Online Plugin for Windows now support VSS, except Windows If you are running VaultDR Online Plugin for Windows on a Windows 2000 system, you must install the NVBU Open File Manager (OFM) Plugin separately. The most recently installed version of either the VaultDR Online Plugin for Windows or the OFM Plugin determines the version of the components in use by both during backup operations. Therefore, if you are running the OFM Plugin, BakBone recommends that both plugins be updated to the most recent version available to avoid any potential conflicts Upgrading VaultDR Online Plugin for Windows The steps required to upgrade VaultDR Online Plugin for Windows vary depending on the version of Windows running on the target client. Follow the applicable procedure for the given version of Windows.

87 NetVault: Backup for the VaultDR System Plugins User s Guide a Upgrading VaultDR Online Plugin on Windows 2000 VaultDR Online Plugin for Windows 2000 uses the Open File Manager (OFM) Plugin. If you have a previous version of the VaultDR Online Plugin installed, the OFM driver is already present. To upgrade VaultDR Online Plugin on Windows 2000, perform the following steps: Uninstall the previous version of VaultDR Online Plugin for Windows. For details, refer to Removing VaultDR Online Plugin for Windows on page 87. Install VaultDR Online Plugin for Windows 3.x. For details, refer to Installing VaultDR Online Plugin for Windows on page 85. Note the following important points: The previous OFM driver will remain on the machine and will be listed under Backup Options. VaultDR Online Plugin for Windows v3.x uses OFM for Windows 2000 only. The v3.x plugin does not include OFM. If you install VaultDR Online Plugin for Windows v3.x on a Windows 2000 machine, the OFM Plugin must be installed separately b Upgrading VaultDR Online Plugin on Windows 2003 and Later To upgrade VaultDR Online Plugin on Windows 2003 and later, perform the following steps: Uninstall the previous version of VaultDR Online Plugin for Windows. For details, refer to Removing VaultDR Online Plugin for Windows on page 87. Install VaultDR Online Plugin for Windows. For details, refer to Installing VaultDR Online Plugin for Windows on page 85. Note: When upgrading from VaultDR Online Plugin 2.3 or earlier, the OFM driver will remain on the machine but it will not be used or listed under Backup Options. VSS is the only supported driver for Windows 2003 and later. Important: Backup jobs created in previous versions of VaultDR Online Plugin for Windows are incompatible with VaultDR Online Plugin for Windows 3.0. After upgrading to version 3.0, the user must recreate old backup jobs Removing VaultDR Online Plugin for Windows To remove the VaultDR Online Plugin, perform the following steps: 1. Open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management).

88 88 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-2: Remove Software dialog 2. On the Clients tab, right-click the applicable NVBU Heterogeneous Client, and select Remove Software from the pop-up menu. 3. On the Remove Software dialog, select the applicable plugin for removal (for example, VaultDR Online Windows), and click Remove. 4. When the next Remove Software dialog appears, click OK to proceed (or Cancel to abort). 5. When the confirmation message appears that indicates the software was removed, click OK to close the dialog and return to the NVBU Client Management window a Post-Removal Procedure (Windows 2000 ONLY) After the VaultDR Online Plugin has been removed, various components that were installed to the current system still exist. To remove these files manually, perform the following steps: 1. With the NVBU Console closed, navigate to the \util directory (where represents the NVBU installation directory). 2. In this directory, locate and double-click the setuplv.exe file. A command prompt window will launch, offer the user the following commands: (I)nstall (U)ninstall (C)ancel 3. At the prompt input U (for (U)ninstall) and press Enter. 4. The uninstallation process will now run and the command prompt window will automatically close after completion. Important: NVBU s Open File Manager (OFM) Plugin for Windows OSs shares use of the components that are installed by the Setuplv.exe file with the VaultDR Online Plugin. If both OFM and VaultDR Online Plugin for Windows are installed on the same machine and the VaultDR Online Plugin is removed, these components must remain to continue using the OFM Plugin.

89 NetVault: Backup for the VaultDR System Plugins User s Guide Backing Up Data with VaultDR Online Plugin for Windows Backups of a target VaultDR Client are broken down into a two-part process: Prerequisites Backing Up Data The sections that follow illustrate all the steps used to perform both phases of the VaultDR Online Plugin backup process Prerequisites This section documents any prerequisite procedures that must be followed, prior to performing a backup with the VaultDR Online Plugin. The following limitations apply to backups performed with the VaultDR Online Plugin for Windows: The VaultDR Online Plugin only supports 15 partitions on Windows SCSIbased installs and 63 partitions on IDE devices. Backup attempts on such machines using VaultDR Online Plugin will result in unrecoverable images. Backup of Dynamic Disks is not supported. The VaultDR Online Plugin checks for the required VMware driver during a backup. If the required driver is not present, the backup job completes with warnings. If recovery to a VMDK Image is not intended, the VMware driver is not required and the warning message can be ignored. To install the VMware device driver, perform the following steps: 1. Download the VMware drivers from the following link: Note: For VMDK Image recovery, only SCSI drivers are supported. 2. Copy the required device driver (for example, vm_lsi_2003.inf ) to the physical machine. 3. To install the required device driver on the physical machine, locate the file on the physical machine.

90 90 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-3: Installing device driver 4. Right-click it and select Install from the pop-up menu. Figure 4-4: Hardware Installation Warning 5. A Hardware Installation warning message displays. Click Continue Anyway. Figure 4-5: System Settings Change confirmation dialog 6. Reboot the system for the new settings to take effect. If the space allocated for shadow copies on the volume is insufficient, the oldest persistent shadow copy may be lost when you perform a backup. For information about shadow copies and how they are implemented, refer to the MSDN Library page at: For instructions on allocating space for shadow copies, refer to:

91 NetVault: Backup for the VaultDR System Plugins User s Guide a Verifying Access to the VaultDR Server Prior to using the VaultDR Online Plugin to perform active backups of a target VaultDR Client, you must first verify that the VaultDR Client is bootable with VaultOS, and that it is accessible to the VaultDR Server. This procedure is performed to ensure that the target VaultDR Client will be accessible at restore time. Note the following: Failure to perform this verification process, may result in the inability to restore backups taken with the VaultDR Online Plugin. This procedure only needs to be performed once for a target VaultDR Client, unless its networking hardware is changed later. If this is the case, you will need to perform these procedures again. This procedure must be performed for each VaultDR Client that is to be backed up with the VaultDR Online Plugin. Part 1: Boot the VaultDR Client with VaultOS It is first necessary to boot the target VaultDR Client with the VaultOS to prepare it for the backup. To accomplish this, review all the steps in Booting a VaultDR Client with VaultOS on page 77. Part 2: Verify Access to the VaultDR Client 1. After you have booted the VaultDR Client using VaultOS (as outlined in the section, Booting a VaultDR Client with VaultOS on page 77), access the NVBU Server and launch the NVBU Console. 2. Access the NVBU Backup window and double-click the NVBU Server (that is, the system containing the VaultDR Server) to open it. 3. Open the VaultDR Server by double-clicking it. 4. Locate the appropriate VaultDR Client displayed under the plugin, and double-click it to open it. One of two results will occur: System Disk(s) will be Revealed If selectable disks are revealed, you have verified that the VaultDR Client is accessible. An Error Message is Revealed If a dialog displays stating Failed to connect to client, the VaultDR Client is not accessible. This can be for any number of reasons. The most common reason is that the networking hardware was not properly configured during boot of the VaultDR Client with VaultOS. Reboot the target VaultDR Client with VaultOS, using instructions illustrated in the section, Booting a VaultDR Client with VaultOS on page 77, and ensure that the proper network-related values are used.

92 92 Chapter 4 Using VaultDR Online Plugin for Windows b Figure 4-6: Disk Geometry dialog Verifying Disk Geometry and Device Size The VaultDR Online Plugin makes it possible to view the disk geometry and partition information of a selected system. BakBone recommends that these items be noted before a system is backed up with the VaultDR Online Plugin. When restoring previously backed up data, if this is not taken into account, a restore could fail. Dialog boxes containing this information can be accessed as follows: Accessing the Disk Geometry Dialog Box 1. From the NVBU Server, launch the NVBU Console, and open the NVBU Backup window. 2. On the Selections tab, double-click the Client that contains the VaultDR Online Plugin to open it. 3. Open the VaultDR Online Plugin by double-clicking it. 4. Double-click the applicable VaultDR Client displayed under the plugin to reveal the disks contained within. 5. To determine the Disk Geometry, right-click the applicable disk, and select Disk Geometry from the pop-up menu. The Disk Geometry dialog displays the size and quantity for various items pertaining to the selected disk. 6. With sufficient information noted, click OK to close this dialog. Accessing the Partition Information Dialog Box 1. Complete Step 1 through Step 4 described earlier in Accessing the Disk Geometry Dialog Box. 2. With the disks revealed, double-click the applicable disk to open it (or rightclick it, and select Open from the pop-up menu). 3. Right-click the applicable partition, and select Partition Info from the pop-up menu.

93 NetVault: Backup for the VaultDR System Plugins User s Guide 93 Figure 4-7: Partition Information dialog The Partition Information dialog displays various items pertaining to the selected partition. Note that the Yes or No displayed for Boot Status indicates whether it is possible to boot from the selected partition. 4. With sufficient information noted, click OK to close this dialog Backing Up Data As noted in previous sections, the VaultDR Online Plugin lets you back up full systems as well as individual partitions contained within that system, while they remain online and active a Online Backups with Windows 2000 The following section details the procedure required to complete a successful backup with VaultDR Online Plugin. 1. From the NVBU Server, launch the NVBU Console, and open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, double-click the Client that you want to back up (for example, the Client on which the VaultDR Online Plugin is installed). 3. Double-click the VaultDR Online Plugin to open it and display the hard disks located on the Client system. 4. Select one of the following: To select the entire disk for a backup, click the box to the left of the disk title. To select specific items, double-click a disk to open it. Individual partitions are displayed and made available for selection. Information about each partition is displayed (for example, the partition number; the drive letter assigned "C:", "D:"; the file system NTFS, HPFS, and so on). Select the items that you want to back up. Selected items will contain a green check, items that are not selected will be blank, and omitted items will contain a red cross.

94 94 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-8: Backup Options for Windows Select the Backup Options tab to set the available options for Windows Important: You must install the NetVault: Backup Open File Manager (OFM) Plugin on Windows 2000 systems to perform an online backup. For details, refer to the NetVault: Backup User s Guide for the Open File Manager Plugin. The Backup Options tab contains the following parameters: Backup Used Blocks Only This option is not available for Windows 2000 clients. Driver OFM The OFM Plugin is the only available backup driver for Windows 2000 clients. No other driver can be used. The Driver OFM radio button is selected by default. The OFM Backup Parameters are as follows: (OFM) Write Inactivity Period To facilitate the safe backup of open files, this plugin uses the Write Inactivity Period to determine when the system is in a safe state. This period is set to 3 seconds by default. The VaultDR Online Plugin waits until there is no write activity for the specified time before determining if it is safe to begin the backup of the system. The plugin will continually attempt to establish this Write Inactivity Period until the time set as the Sync Timeout (Secs) has elapsed.

95 NetVault: Backup for the VaultDR System Plugins User s Guide 95 Important: The VaultDR Online Plugin uses a default setting of three seconds for the Write Inactivity Period. Note that this parameter can be set to less than three seconds, but BakBone recommends a minimum of three seconds. (OFM) Sync Timeout (Secs) The VaultDR Online Plugin uses this setting to determine when to stop synchronizing the system. If, for example, the Sync Timeout is set to 300 seconds (five minutes), the VaultDR Online Plugin will try for 300 seconds to find a time during which the Write Inactivity Period requirement is met. Note that this may take much longer than 300 seconds. The Sync Timeout will vary depending on the DISK I/O load on a volume. 6. Set the additional options on the remaining tabs (for example, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Online Plugin. For more information, refer to the NetVault: Backup Administrator s Guide. 7. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 8. Click the Submit button. You can monitor the backup job progress and log entries via the NVBU Jobs, Status, and NVBU Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide b Online Backup With Windows 2003/2008 The following section details the procedure required to complete a successful backup with VaultDR Online Plugin. 1. From the NVBU Server, launch the NVBU Console, and open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, double-click the Client that you want to back up (for example, the Client on which the VaultDR Online Plugin is installed). 3. Double-click the VaultDR Online Plugin to open it and display the hard disks located on the Client system. 4. Select one of the following: To select the entire disk for a backup, click the box to the left of the disk title. To select specific items, double-click a disk to open it. Individual partitions are displayed and made available for selection. Information about each partition is displayed (for example, the partition number; the drive letter assigned "C:", "D:"; the file system NTFS, HPFS, and so on). Select the items that you want to back up. Selected items will contain a green

96 96 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-9: Backup Options for Windows 2003/2008 check, items that are not selected will be blank, and omitted items will contain a red cross. 5. Select the Backup Options tab to set the available options for Windows 2003 and later. The Backup Options tab contains the following parameters: Backup Used Blocks Only This option allows you to back up only the used blocks on the partition, which can save a considerable amount of space and time. For example, if a machine has a 10GB C: drive and only 6GB is used, selecting this option backs up 6GB because this is the actual used space. The Backup Used Blocks Only option is selected by default. Driver VSS Windows 2003 and later clients use Volume Shadow Copy Service (VSS), a service that coordinates various components to create consistent shadow copies of one or more volumes. It is the only available backup driver for Windows 2003 and later. There are no user configurable backup options available with VSS. The Driver VSS radio button is selected by default. Select All VSS Writers If this option is checked, all available VSS writers are used to take a snapshot. If this option is unchecked, only default VSS writers are used to take a snapshot. A snapshot will be taken

97 NetVault: Backup for the VaultDR System Plugins User s Guide 97 of all the drives that are required by used VSS writers on the VaultDR Client. The Select All VSS Writers option is selected by default. 6. Set the additional options on the remaining tabs (for example, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Online Plugin. For more information, refer to the NetVault: Backup Administrator s Guide. 7. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 8. Click the Submit button. You can monitor the backup job progress and log entries via the NVBU Jobs, Status, and NVBU Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide. Note the following important points: Attempts to perform a VaultDR Online Plugin backup of a system whose hard disk is full or nearly full, may fail. The plugin requires a portion of the local system s hard disk to synchronize data. If enough free space is not available for this synchronization of data, the backup will fail. On Windows 2003 clients and later, two backup snapshots cannot be taken at the same time (for example, if you launch simultaneous backups on two clients from the same server). Shadow copy creation is serialized. This is a known limitation of Volume Shadow Copy Service (VSS). The Master Boot Record (MBR) and the Partition Table items are backed up automatically when a partition (all or individual) is backed up with this plugin. VaultDR Online Plugin does not support DR backups spanning multiple libraries. Attempting to restore a backup job that spans multiple libraries will fail Restoring Data The restore of data backed up with the VaultDR Online Plugin is handled by the VaultDR Server (backups performed using the VaultDR Online Plugin are revealed beneath the VaultDR Server node VaultDR APM in the Selections window of the NVBU Console). The sections that follow illustrate all the procedures required to perform a restore of a VaultDR Online Plugin backup.

98 98 Chapter 4 Using VaultDR Online Plugin for Windows Restoring to a Physical Machine The following section details the procedure required to recover a VaultDR Online Plugin backup to a physical machine with the same hardware specifications as the machine used for the backup a Prerequisites The restore procedure for a VaultDR Online Plugin backup is a delicate operation. Prior to setting up and running a restore, the following prerequisites must be met. Bitlocker Volumes Volumes that are encrypted using Bitlocker on Windows 2008 clients lose encryption after restore. If you are using Bitlocker, you must enable encryption again when you restore the machine. Shadow Copies Windows uses VSS persistent snapshots to implement shadow copies in Windows 2003/2008. When restored, these shadow copies are not properly recognized by Windows. They can become orphaned and consume disk space. Microsoft does not recommend backing up shadow copies. However, the VaultDR Online Plugin performs backups at the block level so there is no way to prevent the backup of snapshot files. You must manually delete the snapshot files and enable shadow copies on the recovered volume again. For instructions on deleting shadow copies, refer to: For instructions on enabling shadow copies, refer to: In addition, BakBone recommends limiting the amount of space allocated to shadow copies to 300 megabytes (MB). This will delete the cache files. Alternatively, disable shadow copies. For further information on Microsoft s recommended best practices for shadow copies, refer to: Windows Disk Management Windows 2008 automatically assigns drive letters to new-found partitions following a restore. Windows 2003 does not automatically assign drive letters to new-found partitions. This behavior can be controlled via the diskpart.exe command. For more information, refer to:

99 NetVault: Backup for the VaultDR System Plugins User s Guide 99 Ensure that Device File Names Match The target device name on the VaultDR Client (for example, Disk 0 (IDE) ) must be the same as it was at the time of backup. Boot the VaultDR Client with VaultOS It is first necessary to boot the target VaultDR Client with the VaultOS to prepare it for the restore of a DR image. To accomplish this, perform the steps covered in Booting a VaultDR Client with VaultOS on page 77. Gather Noted Device Size and Disk Geometry Information Have the information noted in Verifying Disk Geometry and Device Size on page 92 handy to complete the restore. This helps ensure that you back up the correct data. Verify Access to the Target VaultDR Client The VaultDR Client machine that is to serve as a target for the restore must be accessible to the VaultDR Server. The section that follows outlines the required steps for this verification. Note: BakBone recommends that the target machine for the restore have the same hardware configuration as the original machine. 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. 2. Access the NVBU Backup window to verify that the applicable Client machine has been added as a VaultDR Client. a. Open the VaultDR Server to reveal existing Clients. b. Locate and right-click the applicable VaultDR Client, and select Edit from the pop-up menu. c. When the Edit VaultDR Client dialog appears, verify that the data is correct or change it as required. d. If the VaultDR Client is added properly, continue to the next section, Restore Procedure; otherwise, proceed to the following step. 3. Add the applicable VaultDR Client. For detailed instructions, see Adding a VaultDR Client to the VaultDR Server on page Close the NVBU Backup window of the VaultDR Server, and continue to the Restore Procedure section.

100 100 Chapter 4 Using VaultDR Online Plugin for Windows b Restore Procedure The following procedure illustrates how to restore a VaultDR Online Plugin backup to a physical machine. 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. 2. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 3. On the Selections tab, locate and double-click the applicable Client in the list of completed VaultDR Online Plugin backups displayed from the NVBU Heterogeneous Client that was actually backed up. 4. Locate the VaultDR Server node (labeled VaultDR APM ), and double-click it to open it (restores of VaultDR Online Plugin backups are handled by the VaultDR Server). 5. In the list of backup savesets that appears (this list is comprised of previous backups completed with this plugin), double-click the applicable saveset to open it. 6. When the backed up VaultDR Client machine appears, double-click it to open it and list the disks that were backed up. 7. Locate each applicable disk, and click the box to its left to select it for a restore. You can also expand each disk to view its contents. Double-click the applicable disk to open it. With a disk open, individual items can be selected for restore if desired. Selectable items for a restore consist of: Master Boot Record and System Partition Individual Partitions

101 NetVault: Backup for the VaultDR System Plugins User s Guide 101 Figure 4-10: NetVault Restore Selections tab Figure 4-11: Restore Options tab 8. Select the Restore Options tab. This tab lets you select the Restore Type Physical Machine or VMDK Images. 9. To restore the backup of a client to a physical machine, select Physical Machine (the default) as the Restore Type.

102 102 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-12: Target Client tab If Physical Machine is selected, the Physical Recovery Options frame is shown containing the Restore Name field. The default value of this field is the NVBU name for the VaultDR Client from which this backup was originally performed (based on the backup saveset selected from the Selections tab of the Restore window). The Restore Name is associated with a specific IP address that was previously configured. If this value is left at its default setting, selected data will be restored to the machine that was originally backed up. The value of this field can be changed if you need to relocate restored data to a Standby VaultDR Client. For complete details on this procedure and the use of this option, see Recovery to a Standby VaultDR Client on page To use the VaultDR Server components installed on the NVBU Server, select the Target Client tab, and then select the NVBU Server from the list of machines (restores of VaultDR Online Plugin backups must be routed through the NVBU Server). This sets the chosen machine as the intended target. This setting works in tandem with the Restore Name option on the Restore Options tab to route the restore properly. 11.Set the additional options on the remaining tabs (for example, Schedule and Advanced Options), as required.

103 NetVault: Backup for the VaultDR System Plugins User s Guide 103 These options are not unique to the VaultDR System Plugins. For more information, refer to the NetVault: Backup Administrator s Guide. 12.In the Job Title field, enter a suitable name for the job. 13.Click the Submit button. Notes When inputting a name in the Restore Name field of the Restore Options tab, ensure that the value used is the NVBU machine name for the target machine, taking case sensitivity into account. The NVBU machine name can be found in the NVBU Client Management window. As mentioned earlier, you must route a restore of this type through the NVBU Server to use its locally installed VaultDR Server components. This will write all restored data to the machine named in the Restore Name field, not to the NVBU Server Restoring as a VMDK Image The following section details the procedure required to recover a VaultDR Online Plugin backup to a VMDK image, which can then be attached to a virtual machine created from a VMware. This allows you to convert the backup of a physical machine to a virtual machine a b Prerequisites VaultDR Server must be installed on the NVBU Server. Restore Procedure The following procedures illustrate how to restore a VaultDR Online Plugin backup to a virtual machine. 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations >Restore). 2. On the Selections tab, locate and double-click the applicable Client in the list of completed VaultDR Online Plugin backups displayed from the NVBU Heterogeneous Client that was actually backed up. 3. Locate the VaultDR Server node (labeled VaultDR APM ), and double-click it to open it (restores of VaultDR Online Plugin backups are handled by the VaultDR Server). 4. In the list of backup savesets that appears (this list is comprised of previous backups completed with this plugin), double-click the applicable saveset to open it. 5. When the backed up VaultDR Client machine appears, double-click it to open it and list the disks that were backed up.

104 104 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-13: NetVault Restore Selections tab 6. Locate each applicable disk, and click the box to its left to select it for a restore. You can also expand each disk to view its contents. Double-click the applicable disk to open it. With a disk open, individual items can be selected for restore if desired. Selectable items for a restore consist of: Master Boot Record and System Partition Individual Partitions Important: If restoring to a VMDK image, you must select both Master Boot Record & System Partition and the individual partition(s) or the restore job will fail.

105 NetVault: Backup for the VaultDR System Plugins User s Guide 105 Figure 4-14: NetVault Restore Restore Options tab 7. Select the Restore Options tab. Figure 4-15: VMDK Recovery Options The Restore Options tab allows you to select the Restore Type Physical Machine or VMDK Images. 8. To restore the backup of a client to a virtual machine, select VMDK Image as the Restore Type. This type of restore provides two additional options either restore the VMDK image to a local directory of the NVBU Server or restore to a remote ESX Server. Restore VMDK Image to local directory of the NVBU Server. From the VMDK Recovery Options, enter a valid path in the Local Target Directory field where the recovered images will be stored. If this field is left blank, the default value is the NetVault temp directory, " / netvault/tmp".

106 106 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-16: Restore to Remote ESX Server Restore VMDK Image directly to a remote ESX Server. This is useful when there is no space on the local storage on the NVBU Server machine or when users are using an ESX server. a. From the VMDK Recovery Options, select Restore to Remote ESX Server. b. Enter the values for ESX Host, Port, Username, Password, and Path. ESX Host host name of the IP address of the ESX Server Port remote console port on the ESX Server Username user name to login into the ESX Server Password password for the specified user name Path directory on the ESX Server where the VMDK files will be created. This path should always start with a datastore within square brackets: [datastore] dir. If the path specified does not exist, the plugin will not be able to connect to the ESX Server. 9. To use the VaultDR Server components installed on the NVBU Server, select the Target Client tab, and then select the NVBU Server from the list of machines (restores of VaultDR Online Plugin backups must be routed through the NVBU Server). This sets the chosen machine as the intended target. This setting works in tandem with the Restore Name option on the Restore Options tab to route the restore properly.

107 NetVault: Backup for the VaultDR System Plugins User s Guide 107 Figure 4-17: NetVault Restore Target Client tab 10.Set the additional options on the remaining tabs (for example, Schedule and Advanced Options), as required. These options are not unique to the VaultDR System Plugins. For more information, refer to the NetVault: Backup Administrator s Guide. 11.In the Job Title field, enter a suitable name for the job. 12.Click the Submit button. After the restore job has completed, you can create a virtual machine from the restored VMDK file by using VMware Server console. To do so, perform the following procedure. 1. Log into the VMware Server console. 2. Confirm that the VMDK file is located in the datastore path that was specified under ESX Server Options on the Restore Options tab.

108 108 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-18: Datastore path on the ESX Server Figure 4-19: Datastore Browser with.vmdk file 3. On the ESX Server, browse the datastore and navigate to the specified path. The path should contain a file with the extension.vmdk. Figure 4-20: VMware console 4. In the upper-left corner of the VMware Server console, click the Create Virtual Machines icon.

109 NetVault: Backup for the VaultDR System Plugins User s Guide 109 Figure 4-21: Configuration dialog 5. When the Configuration dialog appears, select Custom, and click Next. Figure 4-22: Name and Location dialog 6. In the Name field on the Name and Location dialog, enter a descriptive name for your virtual machine, and click Next.

110 110 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-23: Datastore dialog 7. When the Datastore dialog appears, select a datastore in which to store the virtual machine, and click Next. Figure 4-24: Virtual Machine Version dialog 8. When the Virtual Machine Version dialog appears, select the version, and click Next.

111 NetVault: Backup for the VaultDR System Plugins User s Guide 111 Figure 4-25: Guest Operating System dialog 9. When the Guest Operating System dialog appears, select the guest OS, and click Next. Figure 4-26: CPUs dialog 10.When the CPUs dialog appears, select the number of virtual processors on the virtual machine, and click Next.

112 112 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-27: Memory dialog 11.When the Memory dialog appears, configure the virtual machine s memory size, and click Next. Figure 4-28: Network dialog 12.When the Network dialog appears, configure the virtual machine s network connections, and click Next.

113 NetVault: Backup for the VaultDR System Plugins User s Guide 113 Figure 4-29: SCSI Controller dialog 13.When the SCSI Controller dialog appears, select the SCSI Controller type, and click Next. Note: The VaultDR Plugin only supports LSI Logic Parallel SCSI controllers for ESX 4.0 and LSI Logic SCSI for ESX 3.5. Figure 4-30: Select a Disk dialog 14.When the Select a Disk dialog appears, select Use an existing virtual disk, and click Next.

114 114 Chapter 4 Using VaultDR Online Plugin for Windows Figure 4-31: Browse Datastores dialog 15.When the Browse Datastores dialog appears, navigate to the datastore to locate the VMDK file, select it, and click OK. Figure 4-32: Advanced Options dialog 16.When the Advanced Options dialog appears, select any applicable options, and click Next.

115 NetVault: Backup for the VaultDR System Plugins User s Guide 115 Figure 4-33: Settings for new Virtual Machine 17.When the Ready to Complete dialog appears, review the summary of the virtual machine you just created, and then click Finish. Figure 4-34: vsphere Client window 18.When the new virtual machine appears in the left pane of the VMware console, right-click it, and select Open Console from the pop-up menu. 19.Power on the virtual machine from the console. The Windows logo appears following a successful boot. Note: BakBone recommends installing VMware Tools before using the virtual machine. For instructions, refer to the VMware documentation.

116 116 Chapter 4 Using VaultDR Online Plugin for Windows Additional Notes character cannot be used in the datastore path. Windows 2000 clients cannot be restored to VMDK images. When restoring to an ESX Server, it is important to verify that there is sufficient free disk space available on the ESX virtual machine. For details on calculating the required disk space, refer to the following article: search.do?cmd=displaykc&doctype=kc&externalid= The block size determines the minimum amount of disk space that any file will take up on VMFS datastores. Choose the block size carefully when creating VMFS datastores. The following block sizes are available: 1MB block size = 256GB maximum file size 2MB block size = 512GB maximum file size 4MB block size = 1024GB (1TB) maximum file size 8MB block size = 2048GB (2TB) maximum file size

117 NetVault: Backup for the VaultDR System Plugins User s Guide 117 Chapter 5: USING VAULTDR ONLINE PLUGIN FOR LINUX VaultDR Online Plugin for Linux An Overview Installing and Removing VaultDR Online Plugin for Linux Prerequisites Installing VaultDR Online Plugin for Linux Removing VaultDR Online Plugin for Linux Generating a DR Image Creating the Required Bootable CD Creating the CD and Saving it for Future Use Creating the CD at the Time of Recovery Recovering a DR Image Prerequisites Restoring Data Booting the Target VaultDR Client with the Appropriate OS and Drivers Monitoring Job Progress and Finalizing a Recovery Completing Post-Restore Requirements VaultDR Online Plugin for Linux An Overview This chapter describes how to install, configure, and use VaultDR Online Plugin for Linux for backing up and restoring data. The VaultDR Online Plugin for Linux supports Disaster Recovery (DR) operations for Linux x86 & x86-64-based operating systems. This plugin is capable of backing up and recovering an entire disk including the OS, applications, system settings, partition information, and data. The plugin enables online backup a full Linux system, thereby allowing system administrators to conduct DR backups while eliminating system down-time for users. After the plugin is properly installed and configured, a DR image of a live system can be taken and saved for future recovery in the event of a system failure. During the creation of this DR image, the VaultDR Online Plugin for Linux can automatically include all information pertaining to the networking hardware in use by the target Linux VaultDR Client machine (that is, driver information files). These files are then compiled into a separate CD creation file (that is,.iso file format)

118 118 Chapter 5 Using VaultDR Online Plugin for Linux that can be saved along with the DR image. At the time of recovery, this file is then recovered and used to create a bootable CD, complete with the necessary driver files that were taken from the Linux VaultDR Client. Using this CD, the Linux VaultDR Client can be successfully booted to a state that will allow for the recovery of the DR image. The VaultDR Online Plugin for Linux does not support the following: Backup of unmounted partitions. Backup of EVMS file system. Multipath configurations. For very large sparse files, the BB Agent Timeout must be configured to a large value. For details on the BB Agent Timeout option, see Storix Installation on page Installing and Removing VaultDR Online Plugin for Linux This section covers the installation procedures required to successfully install the VaultDR Online Plugin for Linux OSs for use with NVBU Prerequisites Certain prerequisites must be met before a system administrator can successfully install this plugin. Ensure that all the following points have been accounted for: VaultDR Online Plugin for Linux Obtained via download from BakBone Software s web site or the NetVault: Backup APM installation CD. Separate NVBU Server Established A machine that will not serve as a Linux VaultDR Client must be set up with the Server version of NVBU installed and it must have network connectivity to all desired Linux VaultDR Clients. Important: NVBU requires that the VaultDR Online Plugin for Linux be installed on both the NVBU Server and each desired NVBU Client. Installation of the plugin is required on the Client machine during backup and on the Server machine during restore. If the NVBU Server is running an OS other than Linux, ensure that the correct version of this plugin is available for installation on this OS. For example, if the NVBU Server is running Windows, the Windows version of the VaultDR Online Plugin for Linux is required for installation on the NVBU Server, while the Linuxbased version of the plugin would be required for installation on all target VaultDR Clients. If both the NVBU Server and the desired VaultDR Clients are running Linux, only a single version of the plugin is required. Uninstall Previous Version of VaultDR Online Plugin If a previous version of the plugin is installed, it must be completely removed before

119 NetVault: Backup for the VaultDR System Plugins User s Guide 119 proceeding with the installation. For details, see Removing VaultDR Online Plugin for Linux on page 125. Client Machine Memory Requirement All machines that are to serve as VaultDR Clients must have at least 128MB of RAM installed. Linux VaultDR Client Machine(s) Configured as NVBU Client(s) All machines that are to serve as Linux VaultDR Clients must have at least the Client version of NVBU installed, and each must be successfully added to the NVBU Server as NVBU Clients via the NVBU Client Management window. Note: For complete instructions on the processes outlined in the preceding points (that is, installing the Server/Client version of NVBU and adding a machine to the NVBU Server to serve as an NVBU Heterogeneous Client), refer to the NetVault: Backup Administrator s Guide. 100MB Free Space on All Target Machines for Plugin Installation All machines that the plugin is to be installed on must have 100MB of free space to accommodate a third party DR boot utility application that is used by this plugin to perform backups and restores. Additional Free Hard Disk Space on Target VaultDR Clients This plugin uses existing free space on a target VaultDR Client s hard disk to synchronize the backup of currently online files. If a target VaultDR Client s hard disk is full (or nearly full), attempts to perform an online backup may fail. The mkisofs Utility Installed and Available on all Linux VaultDR Clients The plugin requires that this component be installed to allow for the creation of.iso CD creation files from any potential Linux VaultDR Clients. This component may not be automatically available with all installations of Linux. The following command can be issued from a terminal session launched from most versions of Linux to verify that this component is installed: rpm -qa grep mkisofs In the event that the component does not exist on an intended Linux VaultDR Client, it can be obtained and installed as follows: a. Access the following web site: b. In the search field present at the top of the page, input mkisofs and click Search. c. In the list of available files for download, locate the entry specific to the version of Linux running on the intended VaultDR Client and download this file.

120 120 Chapter 5 Using VaultDR Online Plugin for Linux d. With this file available on the VaultDR Client (that is, via copying the file or direct download), open a terminal session, and navigate to the location of the file. e. Input the following command to initiate the installation, and follow the install prompts as they appear: rpm -i <installation_file_name> The SYSLINUX Package Installed (SUSE Linux 9.0, ONLY) This version of the VaultDR Online Plugin for Linux uses a specific boot loader application for the creation of the bootable CD that is required for the restore procedure. Default installations of SUSE Linux 9.0 do not offer support for this boot loader application. Therefore, the SYSLINUX package must be installed on all VaultDR Client systems running SUSE Linux 9.0. At the time of this publication, this component could be found for download at the following link: The vim i586.rpm Package Installed (SUSE Linux 10, ONLY) Backups of SUSE Linux 10 VaultDR Clients will fail, unless this package is installed. At the time of this publication, this package could be obtained from the following link: Enable RAM file system and RAM disk (initramfs/initrd) support Support for ramdisk is usually enabled by default. If it is not, run make menuconfig or make xconfig from the kernel source directory and set the Initial RAM filesystem and RAM disk (initramfs/initrd) support option under General setup. The.config parameters are BLK_DEV_INITRD and BLK_DEV_RAM. During a backup, the VaultDR Online Plugin for Linux uses Storix to create a bootable image from the currently running Linux installation. While booting, it tries to load its data into a temporary ramdisk (root=/dev/ram0). To do this, the booted kernel must have ramdisk support. Because the plugin uses the same kernel that the previously running system was using, the original kernel must have ramdisk support enabled. If ramdisk support is not enabled, an attempt to boot from the boot image will fail with the following messages: Kernel panic: VFS: Unable to mount root fs on unknown-block(1,0) Message regarding a failed find_get_block_slow() function Additional Configuration for Xen Dom0 machine On a Xen Dom0 machine, complete the following steps: a. Open /boot/grub/grub.conf and find the stanza from which the machine was booted.

121 NetVault: Backup for the VaultDR System Plugins User s Guide 121 b. Create a new file named /storix/config/multibootfile with a line specifying the full path to the hypervisor file as shown in the following example: /boot/xen.gz el5 If this is not done, backup may fail with the following error: Cannot find the Xen hypervisor file which the system was booted with. Without this, it is not possible to perform a system installation. You should create the file /storix/config/multibootfile with a line specifying the full path to the hypervisor file and recreate the boot media. Important: NVBU s Encryption Plugin functionality is not supported for use with this plugin. Ensure that this functionality is disabled before installing and using the VaultDR APM. For details on uninstalling the Encryption Plugin, refer to the NetVault: Backup Encryption Plugin User's Guide.

122 122 Chapter 5 Using VaultDR Online Plugin for Linux Installing VaultDR Online Plugin for Linux To install the VaultDR Online Plugin for Linux, perform the steps outlined in the following sections a Figure 5-1: Install Software option Installation on the NVBU Server 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (the NVBU Server), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (that is, the NetVault: Backup APM installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file, and click Open. In the event that the OS running on the NVBU Server is something other than Linux, ensure that the installation file selected is the file specific to the OS in use on the NVBU Server (for example, if the OS running on the NVBU Server were Windows 2000, two versions of the plugin would be required and it would be necessary to target the Windows 2000.npk file for installation on the NVBU Server). Important: In the event that the NVBU Server is running an OS other than Linux, refer to NetVault: Backup VaultDR Supported Platforms at compatibility. This will allow you to correctly identify by name which plugin

123 NetVault: Backup for the VaultDR System Plugins User s Guide 123 installation file is required at each phase of the installation. Based on the OS in use and the location of this file, the directory path may vary, but the file required for installation of this plugin should be entitled drxxxx.npk (where xxxx represents the platform and version number). Figure 5-2: Install Software confirmation dialog 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. With this, the plugin has been successfully installed on the NVBU Server b c Installation on Each Linux VaultDR Client 1. While still in the NVBU Client Management window, locate the first of the applicable Linux VaultDR Client machines (that is, the Linux-based Clients previously added to the NVBU Server as NVBU Clients), right-click it, and select Install Software from the pop-up menu. 2. On the dialog that appears, navigate to the location of the Linux-based version of the VaultDR Online Plugin for Linux installation (.npk ) file. 3. Select the file, and click Open. The installation process will occur automatically. 4. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. 5. Repeat these steps for each remaining NVBU Client that is to be targeted for a Linux-based DR backup. Storix Installation Installation of this plugin on the NVBU Server and each Linux Client will also create two additional directories on the machine: /storix /opt/storix These directories contain Storix SBAdmin a third-party DR boot utility application that is used by this plugin to perform backups and restores. The data contained within these directories is required by this plugin. Removal of these directories will result in the inability to use the plugin. When you install the VaultDR Online Plugin for Linux, two additional Storix directories are created the Storix Bin directory and the Storix Temp directory.

124 124 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-3: Plugin Options tab in Configurator The Storix Bin directory is where the Storix software is installed. With VaultDR Online for Linux Plugin 3.0 and earlier, the Storix Bin directory is located in /opt/storix/bin by default. With VaultDR Online for Linux Plugin 3.1, the default Storix Bin directory is /usr/bin the binaries in this directory set up the correct environment and then call the scripts in /opt/storix/bin. The Storix Temp directory contains the linuxboot.iso file after a successful backup. It resides in /storix/temp by default. With VaultDR Online for Linux Plugin 3.0 and earlier, both the Storix Bin and Storix Temp directory locations can be changed via NVBU Configurator. With VaultDR Online for Linux Plugin 3.1, only the directory location for Storix Temp can be changed via the NVBU Configurator from the VaultDR Online Linux subtab on the Plugin Options tab. The Storix Bin directory can only be changed from the configuration file. The BB Agent Timeout option can also be set via the NVBU Configurator from the VaultDR Online Linux subtab on the Plugin Options tab. This option indicates the time (in seconds) that the plugin waits for a Storix request before timing out. The default value is 360 seconds. If you change the location of the Storix Temp directory, prior to performing a DR backup via the NVBU Console, you must configure the new Storix Temp path in the NVBU Configurator.

125 NetVault: Backup for the VaultDR System Plugins User s Guide 125 For example, if you change the Storix Temp directory to /storix/temp222, perform the following steps. 1. On the Linux Client, create the directory where the Boot Image should reside: mkdir /storix/temp Launch NVBU Configurator. 3. Select the Plugin Options tab and the VaultDR Online Linux subtab. 4. Modify the path/name in the Storix Temp Directory field so that it is identical to the path/name created in Step Click Apply, and then click OK Removing VaultDR Online Plugin for Linux Figure 5-4: Remove Software dialog To remove this plugin from a target machine, perform the following steps: 1. Open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (that is, the NVBU Server or an NVBU Client with the VaultDR Online Plugin for Linux installed), and select Remove Software from the pop-up menu. 3. On the Remove Software dialog, select the applicable plugin for removal (for example, VaultDR Online Linux), and click Remove.

126 126 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-5: Remove Software confirmation dialog 4. When the next Remove Software dialog appears, click OK to proceed (or Cancel to abort). 5. When the confirmation message appears that indicates the software was removed, click OK to close the dialog and return to the NVBU Client Management window a Removal of Associated Subdirectories As outlined in a note in Installation on Each Linux VaultDR Client on page 123, the installation of this plugin on a Linux VaultDR Client creates additional subdirectories that are required for use by this plugin. The removal process outlined in the previous section does not automatically remove these additional storix directories and other related data. To remove all associated directories and files, perform the following steps: 1. From the machine containing the installation of this plugin, navigate to /opt/storix/bin: cd /opt/storix/bin 2. At the command prompt, issue the following command to remove the remaining directories:./stuninstall 3. Respond y to each prompt that appears regarding the removal of user configuration and history files.

127 NetVault: Backup for the VaultDR System Plugins User s Guide 127 The following box shows the screen output for these steps. # cd /opt/storix/bin #./stuninstall This program will remove Storix System Backup Administrator software from the system. You may choose to keep the user configuration files in the /storix directory will not be removed in case you decide to reinstall this or another version at a later time. Do you wish to also remove the user configuration and history files in the data (/storix) directory (y/n)? y Are you sure you want to remove the software (y/n)? y Removing system startup configuration... Removing program files... Removing user data and history files... Storix System Backup Administrator has been removed. 4. Remove the /usr/netvault/util/linux directory via the following command: rm -irf /usr/netvault/util/linux 5. Remove the README files via the following command: rm -irf /usr/netvault/util/re* 6. Remove the /usr/netvault/util/stinstall directory via the following command: rm -irf /usr/netvault/util/stinstall Generating a DR Image Important: Attempts to perform a VaultDR Online Plugin for Linux backup of a system whose hard disk is full or nearly full, may fail. The plugin requires a portion of the local system s hard disk to synchronize data. If enough free space is not available for this synchronization of data, the backup will fail. If the user changed the default Storix Temp directory (described in Storix Installation on page 123), ensure that the new Storix Temp directory exists before continuing. This section outlines the use of the NVBU Console s NVBU Backup window from the NVBU Server to create a DR image of a Linux Client. 1. From the NVBU Console running on the NVBU Server, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup).

128 128 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-6: Selections tab on NVBU Backup window 2. On the Selections tab, locate the NVBU Client that is to serve as a target for a DR backup (that is, a machine containing an installation of the VaultDR Online Plugin for Linux), and double-click it to open it. 3. In the list of installed APMs/plugins, locate the VaultDR Online Plugin for Linux (labeled VaultDR Online Linux ), and double-click it to open it. An icon representing the VaultDR Client appears. 4. From this level of the selection tree, select the entire Linux Client for inclusion in a DR backup. Two items will appear as non-selectable for the Linux VaultDR Client machine: Boot Image The plugin scans the Linux VaultDR Client machine and incorporates required system information (that is, NIC card driver files) as well as various OS data files into a CD creation file (entitled linuxboot.iso ). This file can be restored to the NVBU Server where it would be used to create a bootable CD. This CD is then used to boot the same Linux VaultDR Client the Boot Image data was taken from to prepare it for the recovery of its backed up System Image information. System Image The plugin performs a DR backup of the entire Client system. This includes all system information for the Linux VaultDR Client, including all partition and Disk Boot Record information.

129 NetVault: Backup for the VaultDR System Plugins User s Guide 129 Note the following important points: The Boot Images data backup incorporates driver information files from the /lib/modules directory on the Client machine. Before backing up this data ensure that proper device information files for all the devices used by the target Client are available in the /lib/modules directory. Note that: The boot CD will be unable to load devices for which proper device driver files are not available in the Boot Images backup. The boot CD will load only those devices for which the device drivers are supported by the third party DR boot utility application used by the VaultDR Online Plugin for Linux. VaultDR Online Plugin for Linux does not support the backup of Access Control Lists (ACLs) and attribute information. When a backup of a target Linux system is performed these details will not be included. After the restore of this backup is performed, any ACLs/attributes must be manually recreated. 5. Set the additional options on the remaining tabs (for example, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Online Plugin for Linux. For more information, refer to the NetVault: Backup Administrator s Guide. 6. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 7. Click the Submit button Creating the Required Bootable CD With a successful DR image taken, the next phase of the DR procedure is the creation of a CD that contains the proper OS and device driver files for the target VaultDR Client to boot this machine when a recovery is required. This required data is included in a Boot Image during the backup of a target VaultDR Client. A CD-creation file entitled linuxboot.iso is created and saved on both the target VaultDR Client itself and on the piece of media targeted by the backup. This allows an administrator to select from various different methods to create this CD. Any number of methods can be used to access this data and create this required CD. The following sections cover two example methods that can be used to successfully accomplish this: Creating the CD and Saving it for Future Use Creating the CD at the Time of Recovery

130 130 Chapter 5 Using VaultDR Online Plugin for Linux Creating the CD and Saving it for Future Use Performed prior to the need for a recovery, this method allows the administrator to create this required CD from the linuxboot.iso file that was saved locally on the target VaultDR Client, and then store this CD for later use. To create the CD using this method, perform the following steps: a b Prerequisites The following items are required to create the CD: Writable CD-ROM drive (available locally on the target VaultDR Client) One blank, writable CD CD-generation software (installed locally on the target VaultDR Client) Creation Procedure This procedure can be performed on any machine that has access to a writable CD-ROM drive and the linuxboot.iso file. 1. From the target VaultDR Client, insert a blank, writable CD into the drive. 2. Launch the CD-generation software, and access the linuxboot.iso file. This file will reside in the directory named in the Boot Images Directory field of the Backup Options tab for this particular backup job (for example, the default value is /storix/temp). So, if this value was not changed prior to backup, the file will be located in this directory. 3. Using this file, create the CD using the utilities within the CD-generation software. Important: As CD-generation softwares vary, no instruction is given here on how to launch or administer their use. For complete instructions on generating a CD using an.iso CD creation file, refer to the relevant software s documentation. 4. With the CD completed, remove it from the drive and label it appropriately so that it can be easily referenced for future use (for example, assign a label corresponding to something specific about the target VaultDR Client, such as its OS-assigned name).

131 NetVault: Backup for the VaultDR System Plugins User s Guide Creating the CD at the Time of Recovery With this method, an administrator can create this required CD using data recovered from the actual DR image backup, at the point in time that a recovery is required. To create the CD using this method, perform the following steps: a b Prerequisites The following items are required to create the CD: Writable CD-ROM drive (available locally on the target NVBU Server) One blank, writable CD CD-generation software (installed locally on the target NVBU Server) Creation Procedure It is first necessary to recover the Boot Image data taken from the backup of the target Linux VaultDR Client. 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 2. On the Selections tab, locate and double-click the NVBU Client that was configured as the Linux VaultDR Client in question. 3. In the list of APMs/plugins used to back up data on this machine, double-click the VaultDR Online Linux icon to open it. 4. In the list of backup savesets that appears, double-click the backup saveset that contains a backup of the Boot Image data for the target VaultDR Client. 5. When the NVBU Client appears in the tree, double-click it to reveal the data included in the DR image. 6. Locate the linuxboot.iso item, and select it for recovery. Important: Only include the linuxboot.iso item in this recovery job. Any other items selected for recovery during this procedure will not be successfully restored. 7. Select the Target Client tab, and then select the NVBU Server as the target for the restore. 8. Leave all other options available on the remaining tabs (Restore Options, Schedule, and Advanced Options) of the NVBU Restore window at their default settings. 9. In the Job Title field, enter a suitable name for the job (for example, something labeling it as the recovery of the linuxboot.iso data), and submit the job. The file will be recovered to /tmp directory on the NVBU Server (where represents the NVBU installation directory).

132 132 Chapter 5 Using VaultDR Online Plugin for Linux Important: Recovery of the Boot Image information, regardless of the Linux VaultDR Client it was performed from, creates a CD-creation file entitled linuxboot.iso in the /tmp directory. If Boot Image information is recovered from an additional Linux VaultDR Client using these steps, its linuxboot.iso file will be restored and overwrite any file of the same name in this directory without warning. Therefore, BakBone recommends that you complete this process for a single Linux VaultDR Client, before you try to recover backed up Boot Image information from an additional Linux VaultDR Client. 10.Insert a blank, writable CD into a CD-ROM writer that is accessible to the NVBU Server. 11.Launch the CD-generation software, access the linuxboot.iso file that resides in the directory named in Step 9, and create the CD using the necessary utilities within the CD-generation software. Note: As CD-generation softwares vary, no instruction is given here on how to launch or administer their use. For complete instructions on generating a CD using an.iso CD creation file, refer to the relevant software s documentation. 12.With the CD completed, remove it from the drive, and label it appropriately. For example, assign a label corresponding to something specific about the target VaultDR Client, such as its OS-assigned name. Important: Provided the hardware configuration in the target Linux VaultDR Client does not change, this CD can be saved for future use in booting the Client for the recovery of future DR images recorded with this plugin. If however, new networking hardware is implemented or the device driver files in the Client machine change any time, the Boot Image data for the Client will need to be backed up again and this procedure will need to be repeated to create a new CD. Important: The Boot CD will be unable to load devices for which proper driver files are not incorporated in the Boot Image backup. BakBone recommends that you test the boot media on the target Linux VaultDR Client for successful loading of all the devices during boot up process Recovering a DR Image The steps required to successfully recover a DR image performed with the VaultDR Online Plugin for Linux vary based on how the data was originally managed during backup. The overall process can be roughly broken down into the following steps: Prerequisites Restoring Data

133 NetVault: Backup for the VaultDR System Plugins User s Guide 133 Booting the Target VaultDR Client with the Appropriate OS and Drivers Monitoring Job Progress and Finalizing a Recovery Completing Post-Restore Requirements The following sections of the document cover the processes required to successfully complete each of these steps. Important: VaultDR Online Plugin for Linux version 3.0 cannot be used to restore data that was backed up using a previous version of the VaultDR Online Plugin. To recover pre-3.0 data, you must use the same version of the VaultDR Online Plugin for Linux that was used to back it up. Note: The VaultDR Online Plugin for Linux can only process one restore at a time Prerequisites Before launching a recovery of a VaultDR Online Plugin for Linux backup, BakBone recommends that you take the following points into consideration. The Recovery Process will Add/Modify Various Existing Files During the restore process, the following list of files will be added/modified: /etc/hosts /etc/fstab /etc/modules.conf /etc/lilo.conf /etc/sysconfig/network /etc/sysconfig/network-script/ifcfg-eth* (where * is a numerical value) /etc/sysconfig/network-script/ifcfg-lo /boot/initrd-storix-device_name.img To preserve the existing state of these files, the following procedure can be followed. Note: This process is not required. It is only intended to offer a procedure to maintain the existing state of the named files after a VaultDR Online Plugin for Linux recovery (that is, the recovery will still complete successfully if this procedure is not followed). 1. From the machine acting as the NVBU Server, open the NVBU Backup window, and conduct a standard File System Plugin backup of the following files: /etc/hosts /etc/fstab /etc/modules.conf

134 134 Chapter 5 Using VaultDR Online Plugin for Linux /etc/lilo.conf /etc/sysconfig/network /etc/sysconfig/network-script/ifcfg-eth* /etc/sysconfig/network-script/ifcfg-lo Important: It is not necessary to back up the /boot/initrd-storixdevice_name.img file. This file should be left alone so that it will be properly modified during the recovery process. Note: For complete instructions on the use of the File System Plugin, refer to the NetVault: Backup File System Plugin User's Guide. 2. Perform the recovery of the VaultDR Online Plugin for Linux backup as outlined in the sections that follow. 3. Restore the File System Plugin backup of these files after the DR recovery has completed. Accommodating for Raw Format Disks on a Target VaultDR Client The VaultDR Online Plugin for Linux does not support the backup of Raw format disks. However, the utility used to boot a target VaultDR Client for the recovery will initialize these disks even though they were not backed up, and there is potential for data loss. Prior to initiating a recovery, note the partition structure of the target VaultDR Client and ensure that you follow the steps outlined in Accommodating for Raw Disks on page 143 to preserve any Raw format disks that may exist. Important: When performing a system restore, Storix SBAdmin creates the partition table starting at sector 1. The user can specify the size of the partitions and the number of sectors, but they cannot specify the partition offset Restoring Data As noted in the previous section, it is first necessary to set up a recovery job for a Linux VaultDR Client from the NVBU Console on the NVBU Server. It is also necessary to actually launch this job, before attempting to boot the Linux VaultDR Client with the created CD. To set up and launch a DR recovery job, perform the following steps: 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 2. On the Selections tab, locate and double-click the NVBU Client that was configured as the Linux VaultDR Client in question. 3. In the list of APMs/plugins used to back up data on this machine, double-click the VaultDR Online Linux icon to open it.

135 NetVault: Backup for the VaultDR System Plugins User s Guide 135 Figure 5-7: Linux VaultDR Client backup saveset 4. In the list of backup savesets that appears, double-click the applicable backup saveset (identified by its title, which is the name given to the DR image in the Job Title field at the time of backup). 5. When the Linux VaultDR Client appears in the tree, select the entire DR image. Although you can double-click it to reveal its individual contents, all data items must be selected for the restore to work properly. (The browse functionality is only intended to allow you to view the contents of the backup saveset not select individual items for the recovery.) Note: If a disk is comprised of four primary partitions, the fourth partition will be automatically converted to an extended logical partition during the recovery. Having a fourth primary partition inhibits the ability to add more partitions to the disk later. By converting the fourth partition to a logical one, this allows you to use additional space on a hard disk to create future partitions (for example, in the event that the recovery is being performed to disk that is larger than the original). There is no data loss associated with this behavior. You will be alerted to this fact during the boot process in a dialog of the System Installation for Linux (for details on this process, see Booting the Target VaultDR Client with the Appropriate OS and Drivers on page 137). 6. Select the Restore Options tab to reveal the following fields: Client Hostname This field contains the NVBU Machine Name of the Linux VaultDR Client that was the target of the DR backup. Restore Server Port This field lets you choose the port for incoming connections on the server. In most cases, the default port of is

136 136 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-8: Restore Options tab available. Follow the procedure under Reconfiguring the Communication Port (Optional) on page 138 if a different port is required. Figure 5-9: Target Client tab 7. Select the Target Client tab, and then select the NVBU Server from the list of displayed machines to set it as the intended target. Restores must be routed through the NVBU Server to use the necessary components installed there. The setting on this tab works in tandem with the value revealed in the Client Hostname field of the Restore Options tab to route the restore properly. 8. Set the additional options on the remaining tabs (for example, Schedule and Advanced Options), as required. These options are not unique to the VaultDR Online Plugin for Linux. For more information, refer to the chapter dedicated to Restore functionality in the NetVault: Backup Administrator s Guide. 9. In the Job Title field, enter a suitable name for the job. 10.Click the Submit button. Note: On completion of this process, the job is added to the NVBU job queue; however, unlike a traditional NVBU restore job, it does not begin running. The steps covered in the following section, Booting the Target VaultDR Client with the

137 NetVault: Backup for the VaultDR System Plugins User s Guide 137 Appropriate OS and Drivers, must be successfully performed before the job will begin Booting the Target VaultDR Client with the Appropriate OS and Drivers The following sections detail the procedures to be used to successfully boot a target Linux Client machine to recover a DR image backup a Prerequisites Ensure the following have taken place before attempting to boot the VaultDR Client: Bootable CD created A VaultDR Online Boot CD must have been previously created for the target Linux Client, using the procedures outlined in Creating the Required Bootable CD on page 129. CD-ROM drive set as primary boot source on target VaultDR Client The Linux machine serving as the VaultDR Client must have its CD-ROM drive set up as the primary boot source to have the machine boot from CD (for example, by accessing the system s BIOS application and setting the Drive as the primary boot source). NVBU Server/Client information gathered After booting the target Linux Client with the created boot CD, you must configure the machine using various information, including the following: NVBU Server IP Address Linux VaultDR Client IP Address Gateway Address (if applicable) Subnet Mask Communication port free for use The communication port must be available and accessible to the VaultDR Online Plugin for Linux. If the default port is not available, you must reconfigure the communication port before proceeding. For details on reconfiguring the port, see Reconfiguring the Communication Port (Optional) on page 138. If default port is available, skip to Boot Procedure on page 140. Note: In most circumstances, the port will be available for use. Circumstances under which it may not be available include if a system administrator had specifically assigned it for use to another application or if you have a firewall set up on another port.

138 138 Chapter 5 Using VaultDR Online Plugin for Linux b Figure 5-10: Restore Options tab Reconfiguring the Communication Port (Optional) The VaultDR Online Plugin for Linux listens on port by default. If you have a firewall configured, you may need to change the communication port to perform a recovery (for example, you want use port instead). Perform the following steps: 1. Open the firewall for port This allows communication between the VaultDR Client and the NVBU Server to be restored. 2. On the VaultDR Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 3. Select the Restore Options tab. 4. In the Restore Server Port field, enter After setting the port number on the VaultDR Server, you must update it on the VaultDR Client as well. 5. Boot from the CD (described in Boot Procedure on page 140). The System Installation for Linux application launches and the following menu appears.

139 NetVault: Backup for the VaultDR System Plugins User s Guide 139 Figure 5-11: System Installation for Linux 6. After the System Installation for Linux application launches and the SYSTEM INSTALLATION AND MAINTENANCE menu appears, select System Recovery Utility, and press Enter. Figure 5-12: System Recovery Utilities 7. To open a maintenance shell prompt, select Start a Maintenance Shell, and press Enter. 8. From the maintenance shell, execute the following commands: maint> echo ServerPort=12345 > /tmp/nvdrx.cfg maint> exit 9. Proceed with the boot procedure described in Boot Procedure on page 140.

140 140 Chapter 5 Using VaultDR Online Plugin for Linux c Boot Procedure To boot the Linux VaultDR Client, perform the following steps: Important: If the target Linux VaultDR Client is comprised of any Raw format disks, a specific boot procedure must be followed to preserve any data that currently exists on those disks (this is because the VaultDR Online Plugin for Linux does not support the backup and restore of Raw format disks). For more information, see Accommodating for Raw Disks on page 143. Figure 5-13: Initial screen of System Installation for Linux application 1. Insert the created CD into the CD-ROM drive on the target Linux VaultDR Client, and reboot the machine. The boot process begins as the necessary files are loaded from the CD to system memory. This procedure can take several minutes, depending on the hardware configuration of the target Linux VaultDR Client. On successful boot off the CD, the System Installation for Linux application launches and the following initial screen appears: Note: The System Installation for Linux application offers several utilities that can be used to customize a DR recovery. However, the use of all of these utilities is not covered in this guide. Only the tools required to perform a standard recovery operation are covered here.

141 NetVault: Backup for the VaultDR System Plugins User s Guide 141 Important: While BakBone strongly recommends that only the utilities required to perform a standard DR recovery be used with this plugin (as covered in this guide), the System Installation for Linux application contains a built-in help system that offers brief instructions on its use. This help system can be accessed on a per screen basis via the F1 key. Figure 5-14: Set Install Device or Server dialog 2. If necessary, use the arrow keys to navigate to the Change Install Server or Device option (default selection), and press Enter to select it. 3. When the Set Install Device or Server dialog appears, use the arrow keys to navigate to the Set or Change Network Configuration option located below the For NETWORK Installation heading, and press Enter to select it. Figure 5-15: TCP/IP Configuration settings 4. When the Set or Change Network Install Configuration dialog appears, enter the following information under the TCP/IP Configuration heading, using the arrow keys to navigate between the four fields:

142 142 Chapter 5 Using VaultDR Online Plugin for Linux Server IP Address Enter the IP address assigned to the NVBU Server that was used to launch the job in the previous section. Client IP Address Enter the IP address assigned to the machine serving as the Linux VaultDR Client. Gateway Address Enter the gateway address in use by the network (if applicable). Important: Use of the Gateway field is optional. If VaultDR Server and Client are in the same network segment, ensure that this field remains blank. Only include a gateway value if Server and Client exist in a different segment. Figure 5-16: Network Device selection dialog Subnet Mask Enter the Subnet Mask value in use by the network. 5. With the previous four values successfully input, use the arrow keys to navigate to the Network Device field, below the Adapter Configuration heading. 6. When the available commands listed in the bar at the bottom of this dialog are updated to reveal the F4=List option, Press F4 to display a list of NICs available in the Linux Client. 7. In the sub-window that launches, use the arrow keys to navigate to the NIC to be used, and press Enter to select it. 8. When Network Device field is updated to reveal the selected NIC, press either F3 or Esc to confirm all settings, exit the dialog, and return to the Set Install Device or Server dialog. 9. Because no additional settings are required, press either F3 or Esc to the dialog and return to the System Installation and Maintenance dialog.

143 NetVault: Backup for the VaultDR System Plugins User s Guide 143 Figure 5-17: Setup information The informational fields in the lower-left corner are updated to reveal the values input (that is, the Service field is updated to reveal the IP address input for the NVBU Server). 10.Use the arrow keys to navigate to the Install the System with Current Settings option, and press Enter to initiate the job. If all settings were properly input, the process will continue; otherwise, a red dialog will launch stating that the job could not be initiated. Important: For this process to launch successfully, the applicable recovery job must have already been set up and launched from the NVBU Server (as outlined in Restoring Data on page 134). Figure 5-18: Warning dialog 11.When the frame in this dialog is updated with a message stating that the selected disks will be erased and overwritten on the Linux VaultDR Client if the operation is continued, press the Y key to confirm and start the recovery (or press the N key to abort the job and return to the setup application). The Boot CD ejects automatically before rebuilding the system d Accommodating for Raw Disks Multiple sections of this guide have noted that the VaultDR Online Plugin for Linux does not support the backup and restore of Raw format disks. However, after the standard boot process discussed in the previous section is fully followed, any Raw format disks will be automatically initialized, and the restore of data will launch. As a result, any data that exists on these raw format disks will be lost. To boot a target Linux VaultDR Client that contains any Raw format disks to omit them from the restore, perform the following steps:

144 144 Chapter 5 Using VaultDR Online Plugin for Linux Warning: This procedure must be followed to ensure that data items on any existing raw formatted disks is preserved. BakBone Software cannot be held liable if this procedure is not followed to boot a machine containing raw disks and data is lost. Important: The process described in the section, Restoring Data on page 134 must be followed before attempting this configuration. If the DR backup job has not been initially queued up to run, it will not be possible to complete this process (that is, this configuration must be performed after the job has been launched in the NVBU Console). Figure 5-19: View/Change Installation Settings 1. Perform Step 1 through Step 9 outlined in Boot Procedure on page 140; do not complete the process (that is, do not perform Step 10 and Step 11). 2. After returning to the System Installation and Maintenance dialog, use the arrow keys to navigate to the View/Change Installation Settings option, and press Enter to continue. Various dialogs will appear as the backup job information is read from the NVBU Server. This process may take several minutes to complete.

145 NetVault: Backup for the VaultDR System Plugins User s Guide 145 Figure 5-20: Warning dialog 3. If a frame appears in this dialog stating that the disks on the system match the current configuration, press Enter to continue setup and close the dialog. Figure 5-21: Change Installation Settings Menu 4. When the Change Installation Settings Menu dialog appears, press Enter to select the default option, Select Disks to Use for Installation.

146 146 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-22: Disk selection 5. After the dialog updates with a frame containing a list of disks that are currently available on the target system, use the Arrow keys to highlight the disk that is to be left out of the restore (that is, the Raw partition formatted disk), and press Enter to select it. Figure 5-23: Disk recovery options 6. After the frame updates to display a list of available options for the selected disk, use the Arrow keys to highlight the DO NOT RESTORE the Disk Backup Data option, and press Enter to select it. Important: Prior to selecting the DO NOT RESTORE This Disk Backup Data option for a drive, ensure that the selected drive is the one that is to be omitted. After the drive has been omitted from the restore, it cannot be added back in (that is, the only way to change the configuration is to reboot the Linux VaultDR Client, and restart this entire process). 7. After the frame updates with a message indicating that selecting this disk omits it from recovery, press the Y key to confirm (or press the N key to abort the process and return to the previous screen).

147 NetVault: Backup for the VaultDR System Plugins User s Guide 147 Figure 5-24: Confirmation message With the omit command confirmed, the frame in the dialog will reveal the list of disks on the target system, and the disk that is to be omitted from the recovery will be labeled as AVAILABLE Figure 5-25: Recovery disks list Figure 5-26: Setup information 8. To omit additional disks, repeat Step 5 through Step With the applicable disks omitted from the recovery, press Esc or F3 twice to return to the System Installation and Maintenance dialog. The informational fields in the lower-left corner are updated to reveal the values input (that is, the Service field will be updated to reveal the IP address input for the NVBU Server). 10.Use the arrow keys to navigate to the Install the System with Current Settings option, and press Enter to initiate the job. If all settings were properly input, the process will continue; otherwise, a red dialog will launch stating that the job could not be initiated. 11.When the frame in this dialog is updated with a message stating that the selected disks will be erased and overwritten on the Linux VaultDR Client if the operation is continued, press the Y key to confirm and start the recovery (or press the N key to abort the job and return to the setup application).

148 148 Chapter 5 Using VaultDR Online Plugin for Linux Figure 5-27: Warning dialog The Boot CD ejects automatically before rebuilding the system Monitoring Job Progress and Finalizing a Recovery From the NVBU Server, it is possible to monitor the progress of any job via the Job Management dialog. While it is not necessary to monitor a job s progress, BakBone recommends that this be done when performing a recovery of a VaultDR Client. After the recovery of a Linux VaultDR Client has completed, you must perform a last task to bring it back online. By monitoring the recovery job, a user will be alerted to the completion of a job and this final task can be performed. Note: This section offers an example of the use of the Job Management dialog of the NVBU Console for the sole purpose of monitoring the progress of a Linux DR recovery operation to finalize the job. The tools made available in this dialog are not exclusive to the VaultDR Online Plugin for Linux and complete information on their use can be found in the NetVault: Backup Administrator s Guide. 1. With the recovery job running, access the NVBU Jobs window from the NVBU Console (via either of the toolbar buttons or by clicking Administration > Job Management). 2. Select the Jobs tab. 3. In the list of jobs displayed, locate and right-click the in-progress Linux DR recovery job, and select Monitor Job from the pop-up menu. Important: If you need to stop the job, you can also access the Abort Job command the same way. If you use this command to stop a recovery job, NVBU stops the transfer of data. However, the System Installation for Linux application currently running on the Linux VaultDR Client will stall and its commands, while still accessible will not be usable. A full reboot of the Linux VaultDR Client must be performed with the CD inserted in the drive to reactivate the application for use. The Job Monitor - <Job Title> dialog appears. Various information pertaining to the selected job is displayed, including the plugin in use and data-transfer-rate values. The Status field in the Job Information frame displays the current status of the job (for example, Waiting for Media,

149 NetVault: Backup for the VaultDR System Plugins User s Guide 149 Figure 5-28: Job Monitor dialog Reading from Media, and so on). As the recovery finishes, data transfer values will stop and this field is updated to Restore Complete. The job has now completed and this dialog can be closed 4. To complete the recovery process, locally access the Linux VaultDR Client machine, and reboot it via the Reboot the System command in the System Installation for Linux application (type exit at the maintenance shell prompt, or manually shut down the system). The Linux VaultDR Client will boot and its file system should be recovered to the point in time the DR image was taken a Superblock last Messages Appear During fsck Process You might encounter an issue with a restore that will either cause fsck errors related to clock inconsistencies or forced checks on systems that do not use Universal Time Coordinated (UTC). These errors appear as Superblock last mount time is in the future messages the first time that the system is restarted after the restore. You can ignore this issue, or you can work around it by using the following steps: 1. Use the Storix media to boot the target client. 2. Open a maintenance shell in Storix, and execute the following command. hwclock --hctosys --localtime 3. Perform the restore.

150 150 Chapter 5 Using VaultDR Online Plugin for Linux Completing Post-Restore Requirements After a the restore process completes on a target Linux Client, the following points will apply to that machine: The hosts file for the Target will be Modified A restore will modify the target VaultDR Client machine s entry in its /etc/hosts file (for example, after recovery, the host name will not appear along with the IP address and the alias for this Client in the /etc/hosts file). The machine will still be accessible via its IP address, but for it to be accessible via its host name, this file must be edited to incorporate the appropriate host name information. For information on this hosts file and how it should be edited to include the proper host name for the target Linux machine, refer to the relevant Linux documentation. Perform a Restore of the Modified Files Backup (if Applicable) With the recovery completed, you can now restore the files backed up in the File System Plugin backup described in the section, Prerequisites on page 133. This will restore these files to their state before the DR recovery. Change to Boot Loader Application If running a version of the Linux boot loader utility other than GRUB, be aware that after a DR image is recovered on a target Linux Client, the boot loader utility will be replaced with the GRUB version of this application. GRUB entries Storix never assumes that you are reinstalling onto the same physical hardware or restoring to the same storage configuration. Therefore, it is never guaranteed that the previous GRUB entries will be valid. The only GRUB entry guaranteed to be valid after restore is the entry created by Storix. Volume labels and Volume UUIDs Storix does not support Volume labels and Volume UUIDs for booting or mounting. Change in the Start-end Sector Location for a DR Restore After a recovery of a DR image, the start-end sector for a restored partition may be different from its original backed-up location. The partition size will remain the same size, but no unallocated space will be created after the Master Boot Record. Therefore, some boot loaders (for example, GRUB) will not be usable, because they require this additional, unallocated space. This is the case because the LILO version of the boot loader utility that is automatically established after a recovery (as explained in the previous point) does not require this unallocated space. Change to Swap Partition During a recovery, the VaultDR for Linux module implicitly modifies the /etc/fstab file entry for the swap partition.

151 NetVault: Backup for the VaultDR System Plugins User s Guide 151 Example: For example, before the restore, fstab contains the following entry for the swap device: LABEL=SWAP-sda2 swap swap defaults 0 0 After the restore, the original swap entry is commented out and a new entry is added: # Updated by Storix System Installation #LABEL=SWAP-sda2 swap swap defaults 0 0 /dev/sda2 swap swap defaults 0 0 The swap partition is enabled automatically, but the label for the swap partition is removed.

152 152 Chapter 5 Using VaultDR Online Plugin for Linux

153 SECTION 4: Appendix

154

155 NetVault: Backup for the VaultDR System Plugins User s Guide 155 Appendix A: VAULTDR PHYSICAL TO VIRTUAL RECOVERY VaultDR Physical to Virtual Recovery An Overview Offline Backup Procedure Installing VaultDR Server Installing SCSI/IDE Device Drivers Booting a VaultDR Client with VaultOS Configuring VaultDR Server Backing Up Data Online Backup Procedure Adding VaultDR Online Plugin Clients Installing VaultDR Online Plugin for Windows Installing SCSI and IDE Device Drivers Backing Up Data Offline Recovery to a Virtual Machine Installing VaultDR Server Adding a VaultDR Client to the VaultDR Server Configuring the Virtual Machine Booting a Virtual Machine with VaultOS Verifying Access to the Target VaultDR Client Restoring Data Installing the VM Tools Example Backing Up the Physical Machine Using VaultDR Online Plugin Creating the Virtual Machine Booting a Virtual Machine with VaultOS Verifying Access to the Target VaultDR Client Recovering Data Installing VMware Tools Installing SCSI and IDE Device Drivers on a Physical Machine Supported Physical to Virtual Configurations

156 156 Appendix A VaultDR Physical to Virtual Recovery Windows 2003 (32/64-bit) and Windows 2008 (32/64-bit) Windows 2000 (32-bit) A.1.0 VaultDR Physical to Virtual Recovery An Overview This appendix provides information on performing a bare metal recovery of a physical machine to a Windows virtual machine. VaultDR Physical to Virtual Recovery allows users to migrate any number of Windows host OSs running on physical machines into guest OSs running on virtual machines. Backup can be done via either the VaultDR Offline Plugin or the VaultDR Online Plugin, but Restore can only be done via the VaultDR Offline Plugin. VaultDR Physical to Virtual Recovery is a Windows solution only. Both the physical machines and the virtual machines must be running Windows. The following versions of Windows are currently supported: Windows 2000 (32-bit) Windows 2003 (32/64-bit) Windows 2008 (32/64-bit) The following virtualization platform is supported: VMware ESX For all supported configurations, see Supported Physical to Virtual Configurations on page 185. For details on installing the device drivers, see Installing SCSI and IDE Device Drivers on a Physical Machine on page 183. Note: Other virtualization platforms (such as Hyper-V) are not supported at this time. A.2.0 Offline Backup Procedure The Offline Backup Procedure can be broken into five phases: Installing VaultDR Server Installing SCSI/IDE Device Drivers Booting a VaultDR Client with VaultOS Configuring VaultDR Server Backing Up Data You must install the.inf device driver files prior to backup. For details, see Installing SCSI and IDE Device Drivers on a Physical Machine on page 183.

157 NetVault: Backup for the VaultDR System Plugins User s Guide 157 A.2.1 Figure A-1: Install Software option Installing VaultDR Server The NVBU VaultDR Server must be installed on an NVBU Server. It is installed and removed via the NVBU Client Management window. To install this plugin, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (the NVBU Server), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drcxxxx.npk ), and click Open. The installation process will occur automatically. Note: Based on the OS in use and the location of this file, the directory path may vary, but the file required for installation of this plugin should be entitled drcxxxx.npk (where xxxx represents the platform and version number). 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. The plugin is now ready for use. A.2.2 A.2.3 Installing SCSI/IDE Device Drivers SCSI and IDE device drivers must be installed on the virtual machine prior to backup. For details, see Installing SCSI and IDE Device Drivers on a Physical Machine on page 183. Booting a VaultDR Client with VaultOS To boot from a standard VaultOS CD, perform the following steps: 1. Gather your VaultDR Client network information (described in Gathering VaultDR Client Network Information on page 36).

158 158 Appendix A VaultDR Physical to Virtual Recovery 2. Power down the VaultDR Client, and insert the VaultOS CD. On reboot, there will be a 60-second delay after the boot prompt appears. 3. Press Enter to start the sequence immediately. A series of dialogs will launch as various applications are loaded to system memory. The initial load sequence may take several minutes, during which time the screen may appear blank. Important: This process only continues if VaultOS can locate the appropriate NIC/ SCSI driver components for the networking hardware available on the VaultDR Client. If no drivers can be found, you must manually load the device drivers. Figure A-2: Setup Networking dialog 4. When the Setup Networking dialog appears, highlight the Yes button (using either the Arrow keys or the Tab key), and press Enter to begin. Figure A-3: Configure Network Interface dialog 5. If only one NIC card is present in the client machine, select Yes to configure the network interface when the Configuration Network Interface dialog appears, and skip to Step 7.

159 NetVault: Backup for the VaultDR System Plugins User s Guide 159 Figure A-4: Network Configuration dialog 6. If multiple NIC cards are present in the client machine, highlight the NIC card to be configured when the Network Configuration dialog appears, and select Edit. Figure A-5: Network Configuration for eth0 dialog 7. When the Network Configuration for <Device Name> dialog appears for the selected device, press the Spacebar to enable IPv4 support, use the Tab key to highlight the OK button, and press Enter to continue. 8. Use the Tab key to highlight Manual address configuration, and press the Spacebar to enable it.

160 160 Appendix A VaultDR Physical to Virtual Recovery Figure A-6: IPv4 Configuration for eth0 dialog 9. Press the Tab key to place the cursor in the IP Address field, and input this value (as recorded during Gathering VaultDR Client Network Information on page 36). Figure A-7: Network Configuration dialog 10.Press the Tab key again to access the Netmask field and input the appropriate Network Mask (as recorded during Gathering VaultDR Client Network Information on page 36). 11. Use the Tab key to highlight the OK button, and press Enter to continue. 12.If an additional NIC/SCSI card exists on the target VaultDR Client, select the appropriate device from the Network Configuration dialog, and repeat Step 6 through Step 10. Important: If you do not want to configure additional NIC/SCSI devices, this process can be skipped. However, you must ensure that the device is not configured.

161 NetVault: Backup for the VaultDR System Plugins User s Guide 161 Figure A-8: Miscellaneous Network Settings dialog 13.Use the Tab key to highlight the OK button, and press Enter to continue. 14.When the Miscellaneous Network Settings dialog appears, use the Tab key to highlight the Gateway field, and input the appropriate value (as recorded during Gathering VaultDR Client Network Information on page 36). Figure A-9: Network Interfaces dialog 15.Use the Tab key to skip through the two DNS-related fields and highlight the OK button, and then press Enter to continue. 16.When the Network Interfaces dialog appears, select the OK button. Figure A-10: VaultDR Daemon dialog After selecting OK, the VaultDR Daemon dialog launches automatically, awaiting commands from the NVBU Server. The Client is now prepared for backup or restore.

162 162 Appendix A VaultDR Physical to Virtual Recovery A.2.4 A.2.4.a Configuring VaultDR Server Before performing a backup with the VaultDR Server, the plugin must be configured on the NVBU Server. The section that follows details this process. Adding a VaultDR Client to the VaultDR Server To properly access a VaultDR Client machine for backup and restore, you must add it to the VaultDR Server. To accomplish this, perform the following steps: Figure A-11: Open option 1. From the NVBU console, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, locate the machine acting as the NVBU Server (that is, the machine with the VaultDR Server installed), and double-click it to open it. 3. In the list of available APM/plugins, locate the VaultDR Server (labeled VaultDR APM ), and open it by double-clicking it or right-clicking it and selecting Open from the pop-up menu. 4. When the Add VaultDR Client dialog appears, enter the Client Name and Address(es) of the physical machine. A.2.5 Backing Up Data To perform a VaultDR backup, perform the following steps: 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. Important: The VaultDR Client machine must be booted with the VaultOS software prior to each operation of the VaultDR Server (backup or restore). If this procedure is not completed properly, the VaultDR Client will be inaccessible from the NVBU Server. For details on this process, see Booting a VaultDR Client with VaultOS on page Open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup).

163 NetVault: Backup for the VaultDR System Plugins User s Guide 163 Figure A-12: Examples of items selected and omitted for backup 3. On the Selections tab, locate the NVBU Server (that is, the system containing the VaultDR Server), and double-click it to open it. 4. In the list that appears, locate the VaultDR Server (labeled VaultDR APM ), and double-click it to open it. 5. Select one of the following: To select the entire disk for a backup, click the box to the left of the disk title. To select specific items, double-click a disk to open it. Select the items that you want to back up. Selected items will contain a green check, items that are not selected will be blank, and omitted items will contain a red cross. 6. Set the additional options on the remaining tabs (for example, Backup Options, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Server. For more information, refer to the NetVault: Backup Administrator s Guide. 7. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 8. Click the Submit button. You can monitor the backup job progress and log entries via the NVBU Jobs, Status, and NVBU Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide. A.3.0 Online Backup Procedure The Online Backup Procedure can be broken into four phases: Adding VaultDR Online Plugin Clients Installing VaultDR Online Plugin for Windows Installing SCSI and IDE Device Drivers Backing Up Data Important: You must install the.inf device driver files prior to backup. For details, see Installing SCSI and IDE Device Drivers on a Physical Machine on page 183.

164 164 Appendix A VaultDR Physical to Virtual Recovery A.3.1 A.3.2 A.3.3 A.3.4 Adding VaultDR Online Plugin Clients Adding VaultDR Online Plugin Clients is accomplished via the NVBU Client Management window of the NVBU Console on the NVBU Server. For complete details on the use of this window to add Clients to the NVBU Server, refer to the NetVault: Backup Administrator s Guide. With the desired Clients added, the VaultDR Online Plugin can be installed remotely from the NVBU Server. Installing VaultDR Online Plugin for Windows The VaultDR Online Plugin must be installed on the Client machine that is to be protected. To install this plugin, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable Client (that is, one of the Clients added in Adding VaultDR Online Plugin Clients on page 164), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drwxxxx.npk ), and click Open. The installation process will occur automatically. 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it. Installing SCSI and IDE Device Drivers SCSI and IDE device drivers must be installed on the virtual machine prior to backup. For details, see Installing SCSI and IDE Device Drivers on a Physical Machine on page 183. Backing Up Data The VaultDR Online Plugin makes it possible to back up full systems as well as individual partitions contained within that system while they remain online and active. The following sections detail the processes necessary to complete a successful backup with the VaultDR Online Plugin. 1. From the NVBU Server, launch the NVBU Console, and open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup).

165 NetVault: Backup for the VaultDR System Plugins User s Guide 165 Figure A-13: Selections tab 2. On the Selections tab, double-click the Client that you want to back up (for example, the Client on which the VaultDR Online Plugin is installed). 3. Double-click the VaultDR Online Plugin to open it and display the hard disks located on the Client system. 4. Select one of the following: To select the entire disk for a backup, click the box to the left of the disk title. To select specific items, double-click a disk to open it. Individual partitions are displayed and made available for selection. Information about each partition is displayed (for example, the partition number; the drive letter assigned "C:", "D:"; the file system NTFS, HPFS, and so on). Select the items that you want to back up. Selected items will contain a green check, items that are not selected will be blank, and omitted items will contain a red cross. 5. Set the additional options on the remaining tab selections (for example, Backup Options, Schedule, Target, and Advanced Options), as required. These options are not unique to the VaultDR Online Plugin. For more information, refer to the NetVault: Backup Administrator s Guide. 6. In the Job Title field, enter a suitable name for the job. Specify a detailed name that lets you identify the job easily for monitoring its progress or restoring data. 7. Click the Submit button. You can monitor the backup job progress and log entries via the NVBU Jobs, Status, and NVBU Logs windows. For details on accessing these windows and their use, refer to the NetVault: Backup Administrator s Guide.

166 166 Appendix A VaultDR Physical to Virtual Recovery A.4.0 Offline Recovery to a Virtual Machine The Offline Recovery Procedure can be broken into seven phases: Installing VaultDR Server Adding a VaultDR Client to the VaultDR Server Configuring the Virtual Machine Booting a Virtual Machine with VaultOS Verifying Access to the Target VaultDR Client Restoring Data Installing VMware Tools A.4.1 Figure A-14: Install Software option Installing VaultDR Server The NVBU VaultDR Server must be installed on an NVBU Server. It is installed and removed via the NVBU Client Management window. If VaultDR Server is already installed, skip this section. Otherwise, perform the following steps: 1. From the machine acting as the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management). 2. On the Clients tab, right-click the applicable machine (the NVBU Server), and select Install Software from the pop-up menu. 3. On the dialog that appears, navigate to the location of the.npk installation file (for example, the NetVault: Backup APM Installation CD or the directory to which the file was downloaded from the BakBone web site). 4. Select the file (for example, drcxxxx.npk ), and click Open. The installation process will occur automatically. Note: Based on the OS in use and the location of this file, the directory path may vary, but the file required for installation of this plugin should be entitled drcxxxx.npk (where xxxx represents the platform and version number). 5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it.

167 NetVault: Backup for the VaultDR System Plugins User s Guide 167 The plugin is now ready for use. A.4.2 Figure A-15: Open option Adding a VaultDR Client to the VaultDR Server Before performing the required initial backup with the VaultDR Server, it must be configured on the NVBU Server. (If VaultDR Client information has already been added to the VaultDR Server, skip this section.) To properly access a VaultDR Client machine for backup and restore, you must add it to the VaultDR Server. To accomplish this, perform the following steps: 1. From the NVBU Console, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup). 2. On the Selections tab, locate the machine acting as the NVBU Server (that is, the machine with the VaultDR Server installed), and double-click it to open it. 3. In the list of available APM/plugins, locate the VaultDR Server (labeled VaultDR APM ), and open it by double-clicking it or right-clicking it and selecting Open from the pop-up menu. 4. When the Add VaultDR Client dialog appears, enter the Client Name and Address(es) of the physical machine. A.4.3 Configuring the Virtual Machine To create a virtual machine, perform the following steps: 1. From the VM host, create a VM guest OS that matches the machine that was backed up. 2. Edit the new VM guest machine s Hard Disk Capacity to the same size or larger than the physical machine. 3. Set the Virtual Device Node. If restoring to an IDE disk controller, edit the Virtual Device Node under Hard Disk Properties, and select IDE 0. If restoring to a SCSI disk controller, no action is required because the default value of Virtual Device Node is already set to SCSI 0.

168 168 Appendix A VaultDR Physical to Virtual Recovery Important: If the virtual machine is configured for a SCSI disk controller, you must ensure that the disk controller is an LSI Logic controller. For details, see Configuring the SCSI Disk Controller on page Set up the VM networking, and ensure that the VM can connect to the NVBU Server. 5. Edit the VM guest machine CD/DVD Drive parameter to point to the VaultOS ISO. You can access the VaultOS through the physical CD drive by either inserting a VaultOS CD or by copying an ISO image on the VM host file system. 6. Step through the Create Virtual Machine wizard until it completes. A.4.3.a Figure A-16: VMware Summary tab Configuring the SCSI Disk Controller If your virtual machine is configured for a SCSI disk controller, perform the following steps to confirm that the SCSI controller is configured properly. 1. From the VM host, select the virtual machine under Inventory, and select the Summary tab. 2. Under the Hardware section, confirm that the SCSI Controller is LSI Logic. Note that the VMware Server creates an LSI Logic SAS adapter by default instead of LSI Logic when creating a Windows 2008 virtual machine.

169 NetVault: Backup for the VaultDR System Plugins User s Guide 169 Figure A-17: SCSI Controller on Windows 2008 To modify the device type, perform the following steps: Figure A-18: SCSI Controller Warning 1. From the Hardware section, click the SCSI Controller icon, and select Edit from the pop-up menu. 2. When the following dialog appears, click Modify device type. Figure A-19: SCSI Controller dialog 3. When the SCSI Controller dialog appears, select LSI Logic from the list. 4. Click OK. The Summary tab should now display LSI Logic as the SCSI Controller, as in Figure A-16.

170 170 Appendix A VaultDR Physical to Virtual Recovery A.4.4 A.4.5 A.4.6 Booting a Virtual Machine with VaultOS To boot a virtual machine, perform the following steps: 1. Boot the VM guest machine to launch VaultOS. 2. Follow the networking instructions in Booting a VaultDR Client with VaultOS on page 157. Verifying Access to the Target VaultDR Client The VaultDR Client machine that is to serve as a target for the restore must be accessible to the VaultDR Server. To verify that it is accessible, perform the following steps: 1. With the VaultDR Client booted with VaultOS, access the NVBU Server, and launch the NVBU Console. 2. Access the NVBU Backup window to verify that the applicable Client machine has been added as a VaultDR Client. a. Open the VaultDR Server to reveal existing Clients. b. Locate and right-click the applicable VaultDR Client, and select Edit from the pop-up menu. c. When the Edit VaultDR Client dialog appears, verify that the data is correct or change it as required. d. If the VaultDR Client is added properly, continue to the next section, Restoring Data; otherwise, proceed to the following step. 3. Add the applicable VaultDR Client. For detailed instructions, see Adding a VaultDR Client to the VaultDR Server on page Close the NVBU Backup window of the VaultDR Server, and continue to the Restoring Data section. Restoring Data To restore a VaultDR backup to a virtual machine, perform the following steps: 1. On the NVBU Server, use the NVBU Console to open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore). 2. On the Selections tab, locate and double-click the applicable Client in the list of completed VaultDR Online Plugin backups displayed from the NVBU Heterogeneous Client that was actually backed up. 3. Locate the VaultDR Server node (labeled VaultDR APM ), and double-click it to open it.

171 NetVault: Backup for the VaultDR System Plugins User s Guide 171 Figure A-20: Selections tab 4. In the list of backup savesets that appears (this list is comprised of previous backups completed with this plugin), double-click the applicable saveset to open it. 5. When the backed up VaultDR Client machine appears, double-click it to open it and list the disks that were backed up. 6. Locate each applicable disk, and click the box to its left to select it for a restore. To restore the entire disk, click the box to the left of the appropriate disk title to select it. 7. Select the Restore Options tab.

172 172 Appendix A VaultDR Physical to Virtual Recovery Figure A-21: Restore Options tab 8. In the Restore Name field, enter the NVBU machine name of the target VaultDR Client (by default, this field displays the actual system name for the Client machine that was backed up). Figure A-22: Target Client tab 9. Select one of the following: If you are restoring an Offline Backup, skip to Step 11. If you are restoring an Online Backup, continue with Step To use the VaultDR Server components installed on the NVBU Server, select the Target Client tab, and then select the NVBU Server from the list of machines (restores of VaultDR Online Plugin backups must be routed through the NVBU Server). This sets the chosen machine as the intended target. This setting works in tandem with the Restore Name option set on the Restore Options tab to route the restore properly. 11. Set the additional options on the remaining tabs (for example, Target Client, Schedule, and Advanced Options), as required. These options are not unique to the VaultDR System Plugins. For more information, refer to the NetVault: Backup Administrator s Guide. 12.In the Job Title field, enter a suitable name for the job. 13.Click the Submit button.

173 NetVault: Backup for the VaultDR System Plugins User s Guide 173 A.4.7 A.5.0 Installing the VM Tools After a successful recovery of the virtual machine, the VMware Tools should be installed. This puts in place the necessary drivers provided by VMware. For details on installing the VMware tools, refer to the following link: search.do?language=en_us&cmd=displaykc&externalid=340 Example The sections that follow show an example of a VaultDR Physical to Virtual Recovery using a Windows 2003 physical machine with an IDE configuration. A.5.1 Figure A-23: Installing device driver Backing Up the Physical Machine Using VaultDR Online Plugin 1. Set up a physical Windows 2003 machine with IDE configuration. 2. Copy the Windows 2003 IDE device driver ( vm_ide_2003.inf ) to the physical machine, and install it. a. Locate the file on the physical machine. b. Right-click it, and select Install from the pop-up menu.

174 174 Appendix A VaultDR Physical to Virtual Recovery Figure A-24: Hardware Installation warning c. When the Hardware Installation warning message appears, click Continue Anyway. Figure A-25: System Settings Change confirmation dialog d. When the confirmation dialog appears, click Yes to reboot the system for the new settings to take effect.

175 NetVault: Backup for the VaultDR System Plugins User s Guide 175 Figure A-26: NVBU Client Management window 3. Install the NVBU Client on the physical machine, and add the VaultDR Client (physical machine) to the NVBU Server via the NVBU Client Management window.

176 176 Appendix A VaultDR Physical to Virtual Recovery Figure A-27: Install Software option 4. To install the VaultDR Online Plugin for Windows on the VaultDR Client via the NVBU Client Management window, on the Clients tab, right-click the Client, and select Install Software from the pop-up menu. Figure A-28: NVBU Backup window 5. Back up the VaultDR Client (physical machine) via the NVBU Server.

177 NetVault: Backup for the VaultDR System Plugins User s Guide 177 A.5.2 Figure A-29: Create Virtual Machine dialog Creating the Virtual Machine On another Windows machine, install VM Server and create a Guest Operating System. A series of dialogs walks you through the creation process. Click Next to skip the options that you do not want to set. The following options must be set. 1. On the Guest Operating System page, select the Windows operating system radio button. 2. From the Version list, select the applicable Windows OS (in this example, Microsoft Windows Server 2003, Enterprise Edition ), and click Next. Figure A-30: Hard Disk Properties 3. Specify the size of the hard disk required by the guest OS, and click Next. The specified size must be greater than or equal to the size of the physical machine that was backed up.

178 178 Appendix A VaultDR Physical to Virtual Recovery Figure A-31: Virtual Device Node settings 4. To specify the Virtual Device Node, select IDE 0 from the Adapter list, and click Next. Figure A-32: CD/DVD Drive Properties 5. Specify the appropriate method to access the VaultOS (for example, via a CD/DVD drive), and click Next. 6. Step through the Create Virtual Machine wizard until it completes.

179 NetVault: Backup for the VaultDR System Plugins User s Guide 179 A.5.3 Figure A-33: VaultOS through VMware Remote Console Booting a Virtual Machine with VaultOS The following steps describe booting the virtual machine with VaultOS at a macro level. For a more detailed description of the VaultOS boot procedure, see Booting a VaultDR Client with VaultOS on page Insert the VaultOS CD into the physical CD-ROM drive of the VM host. 2. Boot the VM guest machine to launch VaultOS. Figure A-34: Network Configuration Settings 3. Set up the network of the virtual machine.

180 180 Appendix A VaultDR Physical to Virtual Recovery Figure A-35: DR Daemon 4. Step through the remaining dialogs until the DR Daemon launches. A.5.4 Figure A-36: Add VaultDR Client Verifying Access to the Target VaultDR Client 1. Add the VaultDR Client from the VaultDR Server, and specify its IP address. 2. Test the connection between the VaultDR Client and the VaultDR Server. Double-click the Client name beneath the VaultDR APM. If the VaultDR Server can connect to the VaultDR Client, it displays the disk information of the Client. Otherwise, an error message is returned that indicates a connection problem.

181 NetVault: Backup for the VaultDR System Plugins User s Guide 181 A.5.5 Figure A-37: Virtual Machine Recovery Recovering Data 1. Submit the appropriate restore job to initiate the recovery process and transfer data from the DR target media. Figure A-38: Rebooting the VM Guest Operating System 2. When the recovery process completes, reboot the VM Guest OS.

182 182 Appendix A VaultDR Physical to Virtual Recovery A.5.6 Figure A-39: Installing VMware Tools Installing VMware Tools The installation procedure for VMware Tools varies based on the guest OS. There are several different methods for installing VMware Tools. The following procedure shows one method. 1. Under Inventory, select the guest OS. 2. On the VMware menu, click Install VMware Tools. 3. When the Install VMware Tools dialog appears, click Install. Figure A-40: VMware Tools Installation Wizard In the guest OS console, an installation wizard will launch.

183 NetVault: Backup for the VaultDR System Plugins User s Guide 183 Figure A-41: Installation Wizard Completed 4. Step through the installation wizard until it completes. 5. Reboot the guest OS. The physical-to-virtual recovery is complete. A.6.0 Installing SCSI and IDE Device Drivers on a Physical Machine Restoring from a physical to a virtual machine introduces a problem unique to this scenario. The restored virtual machine does not boot up because the restored image contains SCSI/IDE drivers for the source physical machine. The restored virtual machine does not have the drivers for the target virtual machine SCSI/IDE controller. This causes a blue screen error and the boot fails, as it cannot find any disks. The solution is to create the INF file that informs the Windows installer to load the appropriate drivers to the system and make correct registry entries every time Windows boots up. Installation of the INF file is required prior backing up the physical machine so that after the restore, the correct driver will be loaded and will detect the VMWare IDE/SCSI controller. BakBone provides the following device driver INF files: vm_ide_2003.inf IDE device driver for Windows 2003 vm_ide_2008.inf IDE device driver for Windows 2008 vm_lsi_2003.inf SCSI device driver for Windows 2003 vm_lsi_2008.inf SCSI device driver for Windows 2008

184 184 Appendix A VaultDR Physical to Virtual Recovery Note: Windows 2000 users should install the vm_ide_2003.inf file. The device driver must be installed on the source (physical) machine, but the type of device driver must match the target (virtual) machine. For example, to migrate a Windows 2008 physical machine with a SATA driver to a virtual machine with a SCSI driver, install vm_lsi_2008.inf on the physical machine. For all supported configurations, see Supported Physical to Virtual Configurations on page 185. Figure A-42: Installing device driver The device driver INF files can be found at the following link: To install the necessary device driver, perform the following steps: 1. Copy the required device driver (for example, vm_ide_2003.inf ) to the physical machine. 2. Locate the file on the physical machine, right-click it, and select Install from the pop-up menu. Figure A-43: Hardware Installation warning 3. When the Hardware Installation warning message appears, click Continue Anyway.