VERITAS NetBackup 6.0 for Microsoft Exchange Server

Transcription

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

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

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

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

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

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

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

8 viii NetBackup for Microsoft Exchange Server System Administrator s Guide

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

40 Configuring Backup Policies Description of Policy Attributes Attribute Description Allow multiple data Specifies that, depending on directives in the list of backup selections, streams NetBackup can divide automatic backups for each client into multiple jobs, with each job backing up only a part of the list of backup selections. The jobs are in separate data streams and can occur concurrently. The number of available storage units, multiplex settings, and the maximum jobs parameters determine the total number of streams and how many can run concurrently. Keyword phrase Advanced Client A textual description of a backup. Useful for browsing backups and restores. See the Using NetBackup for Exchange Server with Advanced Client on page 85 for information on configuring policies for snapshot methods. Adding Schedules Each policy has its own set of schedules. These schedules control initiation of automatic backups and also specify when user operations can be initiated. To add a schedule 1. In the Policy dialog, click the Schedules tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. A dialog is displayed. 3. Specify a unique name for the schedule. 4. Select the Type of backup. For information on the types of backups available for this policy, see Types of Backups on page NetBackup for Microsoft Exchange Server System Administrator s Guide

41 Configuring Backup Policies 5. Specify the other properties for the schedule as explained in Schedule Properties on page If this is the last schedule, click OK. To add more schedules, click Add and repeat step 2 through step 6. Chapter 3, Configuration 27

42 Configuring Backup Policies Types of Backups Description of Types of Backups Type of Backup Full Backup Differentialincremental backup User Backup Description For server backups, this schedule type will back up the Exchange Server database and associated transaction logs. All committed transaction logs will be truncated (deleted) after they are successfully backed up. For mailbox backups, this schedule type will back up the entire mailbox, including all the folders and messages in that mailbox. For the Public Store, this schedule type will backup the entire Public Store, including all the folders and messages within the Public Store. A differential incremental backup will only back up changes since the last full or differential incremental backup. Differential incremental backups can be performed of databases, the KMS and SRS services, mailboxes and of the Public Share. When using this method to back up a database, only transaction logs are backed up. After the successful backup of the transaction logs, all committed logs will be truncated (deleted). The truncation of the transaction logs sets the context for the next backup. To perform a full restore the data needed is contained in multiple NetBackup images. One image for the full backup and another image for each differential incremental that was performed. A user backup is not automatically scheduled and is initiated on the target client machine. A user-directed backup of a database is identical to a full backup except that the transaction logs are not truncated. Because of this, user backups are like taking a snapshot of the databases at a given point in time without impacting the content of ongoing full and incremental backups. You may want to consider creating a separate policy for User Backup schedule types. This will allow you to easily separate user-directed and scheduled backups when restoring files. If you decide to create separate policies for User Backup schedule types, the considerations are similar to those for automatic backups. A Backup Selections list is not needed because users select the files before starting the operation. 28 NetBackup for Microsoft Exchange Server System Administrator s Guide

43 Configuring Backup Policies Description of Types of Backups (continued) Type of Backup Cumulativeincremental backup Description A cumulative incremental backup backs up all changes since the last full backup or differential incremental backup (however, it is not standard practice to mix cumulative- and differential incremental backups between full backups). Cumulative incremental backups can be performed of databases, the KMS and SRS services, mailboxes and of the Public Share. When using this method to back up databases, only transaction logs are backed up and they are not truncated upon completion of the backup. When restoring databases, transaction logs remain intact since the last full backup. In an Exchange Server data recovery scenario where it has been determined that the transaction logs are all intact, you only need to restore the database from the last full backup and the last cumulative incremental backup. During recovery, Exchange Server will replay all the logs in the log folder. This will bring the Exchange Server database back to the current date instead of to the time of the last full or incremental backup. Caution Differential incremental and cumulative incremental backup types will fail if database circular logging is configured for the Exchange Server. By disabling circular logging, incremental backups may then be performed. See Microsoft s Exchange Server Administration Guide for more information on configuring circular logging. Note You are allowed to configure incremental schedule types, but incremental backups will not be performed for individual databases within storage groups. The backup job will still run according to the configured incremental schedules, but the job will log warnings for attempted incremental backups of these objects. Schedule Properties Some of the schedule properties have a different meaning for database backups than for a regular file system backup. The following table explains the schedule properties: Description of Schedule Properties Property Type of backup Description Specifies the type of backup that this schedule controls. The selection list shows only the backup types that apply to the policy you are configuring. For more information, see Types of Backups. Chapter 3, Configuration 29

44 Configuring Backup Policies Description of Schedule Properties (continued) Property Frequency Calendar Retention Description This setting is used only for scheduled backups and not for user-directed backups. Frequency specifies the period of time that can elapse until the next backup or archive operation begins on this schedule. For example, if the frequency is seven days and a successful backup occurs on Wednesday, the next full backup does not occur until the following Wednesday. Typically, incremental backups have a shorter frequency than full backups. This setting is used only for scheduled backups. It is not used for user-directed backups. The Calendar option allows you to schedule backup operations based on specific dates, recurring week days, or recurring days of the month. Specifies a retention period for keeping backup copies of files before deleting them. The retention level also denotes a schedules priority within the policy, with Level 9 schedules having the highest priority and Level 0 the lowest. Set the time period to retain at least two full backups of your database. In this way, if one full backup has been lost, you will have another full backup to fall back on. For example, if your database is backed up once every Sunday morning, you should select a retention period of at least 2 weeks. Other schedule properties vary according to your specific backup strategy and system configuration. For more information on schedule properties, consult the NetBackup System Administrator s Guide, Volume I. 30 NetBackup for Microsoft Exchange Server System Administrator s Guide

45 Configuring Backup Policies Adding Clients The Clients list contains a list of the clients that will be backed up during an automatic backup. A NetBackup client must be in at least one policy but can be in more than one. The following software must be installed on the client: Exchange Server NetBackup client or server To add clients to a policy 1. In the Policy dialog, click the Clients tab. To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console. 2. Click New. 3. Enter the name of the client you want to add. If Exchange is installed in a NetBackup cluster, specify the virtual Exchange name as the client name. From the Windows interface: Type the name into the client list and press Enter. If NetBackup cannot detect the hardware and operating system, a dialog box displays so you can specify this information. OR Click the Browse for Computer button to choose the client from the network. From the Java interface: a. The Add Client dialog box displays. In the Client name field, type the name of the client you are adding. b. Choose the Hardware and operating system type and click Add. 4. To add another client, repeat step 2 and step If this is the last client, click OK. Chapter 3, Configuration 31

46 Configuring Backup Policies Adding Backup Selections The Backup Selections list defines the Exchange objects (databases, mailboxes, and mailbox folders) to be backed up and the grouping of Exchange objects for multiple data streams. For information on excluding items from backups, see Excluding Folders and Files from Mailbox and Public Folder Backups on page 39. Notes Database backups should be performed separately from mailbox backups and Exchange 5.5 and Exchange 2000/2003 backups should be performed separately. For example, Microsoft Exchange Server:\Information Store\, an Exchange 5.5 directive, and Microsoft Information Store:\First Storage Group\, an Exchange 2000 directive, should not be added to the same policy. Nor should Microsoft Exchange Mailboxes:\*, a mailbox directive, and Microsoft Information Store:\, an Exchange 2000/2003 directive, be added to the same policy. For Active/Active configuration of Exchange 2000/2003 in an Microsoft Cluster Server environment, if more than one instance is running on the same node, scheduled backups using the Mailbox directive only will backup all mailboxes on all instances running on that node, regardless of which virtual server name is specified for backups. When individual databases in a storage group are backed up, the transaction logs for the entire storage group are also included in the backup. Transaction logs will not be truncated (deleted) until a full backup is run on every database in the storage group. To ensure transaction logs are truncated (deleted) regularly, include all databases for a storage group in a full backup policy or specify the storage group, and not individual databases, in the backup policy. Creating a Backup Selections List By Browsing On Windows systems, you can browse for Exchange objects and add them to the Backup Selections list. Alternatively, the objects can be specified manually (see Manually Adding Entries to the Backup Selections list on page 33). For examples, see Example Entries in the Backup Selections List on page 35. To add an Exchange object to the Backup Selections list by browsing (Windows Only) 1. In the Policy dialog, click the Backup Selections tab. 2. Click New. 32 NetBackup for Microsoft Exchange Server System Administrator s Guide

47 Configuring Backup Policies 3. Click the Remote Folder button. The Browse window is displayed. 4. Navigate to and select the Exchange object to back up and click OK. To back up an Exchange 5.x Server, add both the Microsoft Exchange Server:\Directory\ and Microsoft Exchange Server:\Information Store\ to the Backup Selections list. 5. Edit the new entry, if you wish to define groups of objects or use multiple data streams. For example, you can create groups of mailboxes, storage groups or databases, or Public folders to back up, see Using Wildcards on page 37. To divide backups into multiple data streams, see Performing Backups with Multiple Data Streams on page (Exchange 2000 only) If creating a policy to backup Public folders, the Microsoft Information Store, or Storage Groups or databases, add the ExIFS drive (M: drive, by default) to the NetBackup client s Exclude list. This will prevent Exchange 2000 objects from being backed up as file-level files. 7. Click OK. Manually Adding Entries to the Backup Selections list Database objects can be manually added to the Backup Selections list, if you do not wish to use the browse feature. For examples, see Example Entries in the Backup Selections List on page 35. To manually add entries to the Backup Selections list 1. In the Policy dialog, click the Backup Selections tab. 2. Click New. UNIX: A dialog box displays. 3. On Windows, click the Directives button. 4. From the Directive set list, select the desired Directive set. Use the MS_Exchange_2000 directive set for Exchange 2000 or for Exchange Chapter 3, Configuration 33

48 Configuring Backup Policies 5. Select the directive. To back up an Exchange 5.x Server, add both the Microsoft Exchange Server:\Directory\ and Microsoft Exchange Server:\Information Store\ directives. Windows: a. From the Directive list, select the desired Exchange object. b. Click OK. UNIX: a. From the Pathname or directive list, select the desired Exchange object. b. Click Add. c. Click OK. 6. Edit the new entry, if you wish to define groups of objects or use multiple data streams. For example, you can create groups of mailboxes, storage groups or databases, or Public folders to back up, see Using Wildcards on page 37. To divide backups into multiple data streams, see Performing Backups with Multiple Data Streams on page (Exchange 2000 only) If creating a policy to backup Public folders, the Microsoft Information Store, or Storage Groups or databases, add the ExIFS drive (M: drive, by default) to the NetBackup client s Exclude list. This will prevent Exchange 2000 objects from being backed up as file-level files. 8. Click OK. 34 NetBackup for Microsoft Exchange Server System Administrator s Guide

49 Configuring Backup Policies Example Entries in the Backup Selections List The following table includes example entries for mailboxes, Public folders, Storage Groups, and Storage Group databases. Example entries in the Backup Selections list To back up An individual mailbox A mailbox folder Multiple mailboxes, using two datastreams * Multiple mailboxes, using one stream for each mailbox * Multiple folders using two datastreams * An individual Public folder A Public subfolder Multiple Public folders, using two datastreams* Multiple Public folders, using one stream for each folder* Example path Microsoft Exchange Mailboxes:\Mailbox 1\ Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\Inbox NEW_STREAM Microsoft Exchange Mailboxes:\[a-m]* NEW_STREAM Microsoft Exchange Mailboxes:\[n-z]* Microsoft Exchange Mailboxes:\* NEW_STREAM Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[a-m]* NEW_STREAM Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[n-z]* Microsoft Exchange Public Folders:\Folder1\ Microsoft Exchange Public Folders:\Folder1\Subfolder1\ NEW_STREAM Microsoft Exchange Public Folders:\Folder1\ NEW_STREAM Microsoft Exchange Public Folders:\Folder2\ Microsoft Exchange Public Folders:\* Chapter 3, Configuration 35

50 Configuring Backup Policies Example entries in the Backup Selections list (continued) To back up An individual Storage Group A database within a Storage Group Multiple Storage Groups, using two datastreams * Multiple Storage Groups, using one stream for each Storage Group * Example path Microsoft Information Store:\First Storage Group\ Microsoft Information Store:\First Storage Group\Mailbox Store\ Note When individual databases in a storage group are backed up, the transaction logs for the entire storage group are also included in the backup. Transaction logs will not be truncated (deleted) until a full backup is run on every database in the storage group. To ensure transaction logs are truncated (deleted) regularly, include all databases for a storage group in a full backup policy or specify the storage group, and not individual databases, in the backup policy. NEW_STREAM Microsoft Information Store:\Storage Group[1-3] NEW_STREAM Microsoft Information Store:\Storage Group[4-6] Microsoft Information Store:\Storage Group* * Allow multiple data streams must be enabled in order for this Backup Selections list to be backed up successfully. Performing Backups with Multiple Data Streams Multiple datastreams divide automatic backups into multiple jobs, with each job backing up only a part of the Backup Selections list. To use multiple data streams, enable Allow multiple data streams on the Attributes tab for the policy) and add the NEW_STREAM directive in the Backup Selections list to indicate where a new backup stream should begin. Exchange mailboxes or storage groups defined in the Backup Selections list with wildcard characters will be backed up in multiple streams. You can choose to have NetBackup automatically determine where to begin new streams, or you can control where each stream begins by inserting the NEW_STREAM directive at a certain point or points in the Backup Selections list. For example, if you enable multiple datastreams and specify the following in the Backup Selections list, NetBackup will create a new stream for each mailbox. Microsoft Exchange Mailboxes:\[a-m]* Microsoft Exchange Mailboxes:\[n-z]* 36 NetBackup for Microsoft Exchange Server System Administrator s Guide

51 Configuring Backup Policies If instead you specify the following in the Backup Selections list, NetBackup will create only two streams, one for mailboxes a-m and one for mailboxes n-z. NEW_STREAM Microsoft Exchange Mailboxes:\[a-m]* NEW_STREAM Microsoft Exchange Mailboxes:\[n-z]* For more information on the multiple data streams feature, refer to the NetBackup System Administrator s Guide, Volume I. Using Wildcards Wildcard characters can be used to define groups of mailboxes, storage groups, or Public folders. This way multiple objects can be backed up without having to specify the objects individually in the Backup Selections list. This will only be successful if multiple data streams have been enabled. If this feature has not been enabled, the backup will fail. The supported wildcard characters for Backup Selections lists in an Exchange policy are described below. Supported wildcard characters Wildcard character Asterisk (*) Question Mark (?) Action Use as a substitute for zero or more characters. To specify all objects that start with an a use a*. Use as a substitute for a single character in a name. For example, s?z would process all objects that had s for a first character, any character for a second character, and z for a third character. Left & Right Brackets Use to match any one character enclosed in square brackets. A minus (-) ([ ]) may be used to indicate a range of consecutive characters; for example, [0-9] is equivalent to [ ]. Note The - loses this special meaning if it occurs last in the string. Note The right square bracket (]) does not terminate such a string when it is the first character within it; for example, [] a-f] matches either a right square bracket (]) or one of the ASCII letters a through f inclusive. Asterisk (*) and Question Mark (?) stand for themselves within such a string of characters. Chapter 3, Configuration 37

52 Configuring Backup Policies The following rules apply when using wildcard characters in the Backup Selections list. Only one wildcard pattern per Backup Selections list entry is allowed. Correct Microsoft Information Store:\Storage Group[1-3] Microsoft Information Store:\Storage Group[4-6] Incorrect Microsoft Information Store:\Storage*[1-3] Microsoft Information Store:\Storage*[4-6] Wildcard patterns will only be honored in the final segment of the path name. Correct Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\* Microsoft Exchange Public Folders:\Folder\Subfolder? Incorrect Microsoft Exchange Mailboxes:\Mailbox 1\*\Inbox Microsoft Exchange Public Folders:\Folder?\ Wildcard patterns in Exchange 2000 directives will only be honored in the Storage Group segment of the path. Correct Microsoft Information Store:\ Storage Group? Incorrect Microsoft Information Store:\First Storage Group\Database* If a wildcard pattern is not honored it will be treated literally. 38 NetBackup for Microsoft Exchange Server System Administrator s Guide

53 Configuring Backup Policies For an Exchange Mailbox path any segment of the path may contain wildcard characters, including mailbox names, folders, or messages within the Mailbox hierarchy, as long as the wildcard characters are the last characters in the segment. Correct Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[a-m]* Microsoft Exchange Mailboxes:\Mailbox [1-3] Incorrect Microsoft Exchange Mailboxes:\Mailbox [1-3]\Top of Information Store Microsoft Exchange Mailboxes:\Mailbox 1\Top*\ For Exchange Public folders any segment of the path may contain wildcard characters, including workspace names or workspace folders, as long as the wildcard characters are the last characters in the segment. Correct Microsoft Exchange Public Folders:\Folder1\Subfolder? Incorrect Microsoft Exchange Public Folders:\Folder?\Subfolder1 Microsoft Exchange Public Folders:\*\Subfolder1 Excluding Folders and Files from Mailbox and Public Folder Backups Specific folders and files can be excluded from backups of mailboxes or backups of the Public folder by adding these folders and files to an exclude list. This section describes the syntax that should be used when adding Exchange entries to an exclude list. An exclude list can be added from the server or from the client. For more information on how to create exclude lists using the NetBackup Administration Console, see the NetBackup System Administrator s Guide, Volume I. Example Exchange mailbox entries in an exclude list This entry... would exclude... Microsoft Exchange Mailboxes:\J* All mailboxes with names starting with J. Microsoft Exchange Mailboxes:\J?e* Microsoft Exchange Mailboxes:\Joe Smith* All mailboxes with names starting with J and where the third letter of the mailbox name is e. Any mailbox with a name that starts with Joe Smith. Chapter 3, Configuration 39

54 Configuring Backup Policies Example Exchange mailbox entries in an exclude list This entry... would exclude... Microsoft Exchange Mailboxes:\Joe Smith?JoeS? Any mailbox with a name Joe Smith and an alias name of JoeS. Microsoft Exchange Mailboxes:\Joe Smith*\Top of Information Store\Deleted Items Microsoft Exchange Mailboxes:\*\Top of Information Store\Inbox\Virus* The Deleted Items folder for the mailbox Joe Smith. Any messages beginning with Virus in the user's Inbox. Example Public folder entries in an exclude list This entry... Microsoft Exchange Public Folders:\Marketing Microsoft Exchange Public Folders:\Marketing\*.xls would exclude... The root Public folder called Marketing. All.xls documents under the Public Folder called Marketing. 40 NetBackup for Microsoft Exchange Server System Administrator s Guide

55 Testing Configuration Settings Testing Configuration Settings After configuring the master server for NetBackup for Exchange Server, test the configuration settings by performing a manual backup (or backups) using the automatic backup schedules you have created. For a description of status codes and other troubleshooting information, refer to the NetBackup Troubleshooting Guide. To test the configuration settings 1. Log onto the master server as administrator (Windows) or root (UNIX). 2. Start the NetBackup Administration Console. 3. In the left pane, click Policies. From the Windows interface: The policy list appears in the right pane. From the Java interface: The right pane splits into an All Policies pane and a details pane. 4. Click the policy you want to test. 5. Choose Actions > Manual Backup. The Manual Backup dialog box appears. The Schedules pane contains the name of an automatic schedule (or schedules) configured for the policy that you are going to test. The Clients pane contains the name of the client(s) listed in the policy that you are going to test. 6. Follow the directions in the Manual Backup dialog box. 7. Click Activity Monitor on the NetBackup Administration Console. If the manual backup does not exit with a successful status, see the Troubleshooting chapter. Chapter 3, Configuration 41

56 Testing Configuration Settings 42 NetBackup for Microsoft Exchange Server System Administrator s Guide

57 Operating Instructions 4 After completing the configuration, you can use the Backup, Archive, and Restore interface to back up Exchange databases, mailboxes or folders. This chapter contains the following information: Specifying the Server, Client, and the Policy Type Prerequisites for Performing Backups and Restores Performing User-Directed Backups of Exchange Server Restoring Exchange Server Individual Mailbox Operations Performing Single Instance Store Backups Backing Up and Restoring the Exchange Public Folders Redirecting a Restore to a Different Client 43

58 Specifying the Server, Client, and the Policy Type Specifying the Server, Client, and the Policy Type When performing user backups of Exchange Server, you must specify the server that will perform the backups. In a cluster environment, NetBackup performs the backup of the client (or Exchange Server) by using the virtual name of the Exchange Server. (The name of the virtual Exchange Server must be included in the client list of the policy in order for backup and restore operations of Exchange Server to be successful.) In order to browse for and restore Exchange backups, you need to specify the server that performed the backups, the client that was backed up, and the Exchange policy type. If you have administrative privileges or are logged into the master or media server, you can also choose the destination client to which a backup will be restored (this is called redirecting a restore to a different client). For more information see Redirecting a Restore to a Different Client on page 83. Note You cannot use the Java client interface to select a virtual client for a backup operation. To back up a virtual client using the Java interface, log in using the virtual client name. To specify the server (and client) for a backup operation 1. Choose File > Specify NetBackup Machines and Policy Type. The Specify NetBackup Machines and Policy Type dialog is displayed. 2. From the Server to use for backups and restores list, select the desired server. 3. From the Source client for restores list, select the desired client. The source client is the client you wish to back up. If performing a backup of Exchange in a clustered environment, verify that the virtual Exchange Server name is selected. If necessary, add the virtual Exchange Server name to the list and select it. 4. Click OK. To specify the server, client, and policy type for a restore operation 1. Choose File > Specify NetBackup Machines and Policy Type. The Specify NetBackup Machines and Policy Type dialog is displayed. 2. From the Server to use for backups and restores list, select the desired server. 44 NetBackup for Microsoft Exchange Server System Administrator s Guide

59 Prerequisites for Performing Backups and Restores 3. From the Source client for restores list, select the desired client. The source client is the Exchange Server machine name whose backup images you would like to browse. 4. From the Policy Type list, choose MS-Exchange-Server. 5. If you wish to redirect a restore to a different client, select the client to which to redirect the restore from the Destination clients for restores list. 6. Click OK. Prerequisites for Performing Backups and Restores The following services are running on the NetBackup client machine. For mailbox backups or restores, the services must be running on the Exchange Server that will perform the backups or to which mailboxes will be restored. Microsoft Exchange System Attendant (MSEXCHANGESA) (Exchange 5.x) Microsoft Exchange Directory (MSEXCHANGEDS) Microsoft Exchange Information Store (MSEXCHANGEIS) (Exchange 2000) For KMS backups and restores, the Microsoft Exchange Key Management Service (MSEXCHANGEKMS) (Exchange 2000/2003) For SRS backups and restores, the Microsoft Exchange Site Replication Service (MSEXCHANGESRS) Chapter 4, Operating Instructions 45

60 Performing User-Directed Backups of Exchange Server Performing User-Directed Backups of Exchange Server This section contains instructions for performing a backup, from a client, of Exchange 5.5 and Exchange 2000/2003 server objects. Exchange 5.5 users can back up the Information Store and the Directory. Exchange 2000/2003 users can back up the Information Store, Storage groups, individual databases, the Key Management Services database, and the Site Replication Services database. Note To ensure consistent and accurate backups, always check database consistency before backing up a database. Backup Options The following options are available when performing a backup. Specify Backup Options dialog box options Option Backup to NetBackup server Items marked to be backed up Keyword phrase to associate with the backup Start Backup Cancel Help Description To change the NetBackup server that will perform the backup operation, select another server from the drop-down list. Contains a list of objects to be backed up. Specifies a keyword phrase, up to 128 characters in length, that NetBackup will associate with the image created by this backup operation. You can then restore the image by specifying the keyword phrase in the Search Backups dialog box. All printable characters are permitted including space ( ) and period (. ). The default keyword phrase is the null (empty) string Initiates the backup operation. To cancel and return to the previous display without accepting changes to the parameters in this dialog box, click this button. To view online help for this dialog box, click this button. 46 NetBackup for Microsoft Exchange Server System Administrator s Guide

61 Performing User-Directed Backups of Exchange Server Exchange 5.x This section describes how to perform a user-directed backup of Exchange 5.x objects. To perform a user-directed backup of Exchange 5.x objects 1. Open the Backup, Archive, and Restore interface. 2. Choose File > Select Files and Folders to Backup. The Backup window is displayed. 3. If you are in a cluster environment, specify the name of the virtual Exchange Server as the client. See Specifying the Server, Client, and the Policy Type on page 44 for details. 4. In the All Folders pane, expand the Exchange Server object. Chapter 4, Operating Instructions 47

62 Performing User-Directed Backups of Exchange Server 5. Select the Information Store or Directory objects to back up. 6. Choose Actions > Start Backup of Marked Files. The Specify Backup Options dialog box is displayed. 7. Click Start Backup. A dialog box is displayed informing you that the backup was successfully initiated. 8. If you want to view the progress of the backup, click Yes. If you do not want to view the progress of the backup, click No. Exchange 2000/2003 This section describes how to perform a user-directed backup of Exchange 2000/2003 objects. To perform a user-directed backup of Exchange 2000/2003 objects 1. Mount all databases to be backed up. 2. Open the Backup, Archive, and Restore interface. 3. Choose File > Select Files and Folders to Backup. The Backup window is displayed. 48 NetBackup for Microsoft Exchange Server System Administrator s Guide

63 Performing User-Directed Backups of Exchange Server 4. If you are in a cluster environment, specify the name of the Virtual Exchange Server as the client. See Specifying the Server, Client, and the Policy Type on page 44 for details. Browsing Exchange 2000/2003 objects Chapter 4, Operating Instructions 49

64 Performing User-Directed Backups of Exchange Server Browsing Exchange objects in a cluster environment 5. In the All Folders pane, select the objects you wish to back up. The following objects can be backed up. Storage groups. Expand the Microsoft Information Store node and select the storage group to back up. Individual databases. To back up an individual database within a specific storage group, expand the Microsoft Information Store, then the storage group, and select the database to back up. Key Management Services database. Select the KMS node to back up this database. 50 NetBackup for Microsoft Exchange Server System Administrator s Guide

65 Performing User-Directed Backups of Exchange Server Site Replication Services database. Select the SRS node to back up this database. 6. Choose Actions > Start Backup of Marked Files. The Specify Backup Options dialog box is displayed. 7. Click Start Backup. A dialog box is displayed informing you that the backup was successfully initiated. 8. If you want to view the progress of the backup, click Yes. If you do not want to view the progress of the backup, click No. Chapter 4, Operating Instructions 51

66 Restoring Exchange Server Restoring Exchange Server The following sections describe how to restore Exchange Server objects. Before Performing Restores Existing Transaction Logs Restore Options Restoring Exchange 5.x Server Objects Restoring Exchange 2003 to the Recovery Storage Group Restoring Storage Groups or Storage Group Databases Before Performing Restores When restoring individual databases or transaction logs, the administrator should have a thorough working knowledge of Exchange Server databases, transaction logs, and utilities. If the correct files have not been restored, the Exchange Server will fail to start. Do not restore both Microsoft Exchange Mailbox and Microsoft Exchange Server objects at the same time. Either the restore of the mailbox objects will fail because the Exchange services are down to perform a restore of Exchange server databases or, if the restore of the Exchange mailbox items finish before the restore of the Exchange databases starts, the mailbox objects restored will be overwritten by the restore of the Exchange databases. If you are restoring full and incremental backups, you can choose to select all the backups, restoring all in a single operation, or you can restore the full and incremental backup individually. If you restore all the backups in a single operation, NetBackup will perform a commit after the last incremental is restored. If you choose to restore the backups individually, you will need to select the Commit after restore completes and Mount database after restore options when restoring the last incremental backup set. 52 NetBackup for Microsoft Exchange Server System Administrator s Guide

67 Restoring Exchange Server Make sure the temporary location for log and patch files (Exchange 5.5 or Exchange 2000, pre-service Pack 1) is empty before you start a restore job. If a restore job fails, check the temporary location (including subdirectories) to make sure any previous log and patch files from a previous restore job were deleted. Associated log and patch files are kept in the Exchange working directory (...\exchsrvr\mdbdata) until the database is restored. If storage groups are being restored, a subdirectory is created under the working directory for each storage group. After the database is restored, the log and patch files in the temporary location are applied to the database, and then the current log files are applied. After the restore is complete, the log and patch files are automatically deleted from the temporary location (including any subdirectories). Do not restore the ExIFS drive (M: drive, by default) on the Exchange 2000 server. This will leave Exchange 2000 in an unstable state. Existing Transaction Logs Depending upon the data recovery scenario you are attempting, you have to take existing transaction logs into consideration. Example considerations: Keeping existing transaction logs, overwriting any transaction logs that exist. After you restore the files and the service starts up, the database will commit the transactions in the logs you have restored. If contiguous logs exist on the server beyond the log with the highest number you have restored, those transactions will also be committed. If there is any gap in the numeric sequence of log names, no further transactions will be committed beyond the gap. This scenario is useful when the transaction logs are intact but you require the database to be restored. By keeping existing transaction logs, Exchange Server will be able to recover to the point of the failure instead of the time of the last full backup or an incremental backup (differential incremental backup or cumulative incremental backup). Delete the existing transaction logs. Certain situations such as restoring the Information Store to a different server, restoring to a previous date without recommitting all the logs that are still on the disk, or performing a full restore require existing transaction logs to be deleted. Chapter 4, Operating Instructions 53

68 Restoring Exchange Server Restore Options The following options are available for redirecting a restore. Restore Marked Files tab options Option Description Restore Destination Choices Restore everything to its original location Restore everything to a different location Destination Browse Restore individual folders and files to different locations Restore Options Start Restore Cancel Help Restores the selected items to the folder from which they were backed up. This is the default. Select this option to restore all the selected items to a different location. See Redirecting Mailbox Objects to a Different Path. Enter the path to restore to. This field is enabled when Restore everything to a different location is selected. This button is enabled when Restore everything to a different location is selected. Click this button to open the Browse for Folder dialog box. You can then select a destination folder. This feature only browses the system of the local client. If you wish to restore to an alternate client, see Redirecting a Restore to a Different Client on page 83 Select this option to restore individual items to different locations. See Redirecting Mailbox Objects to a Different Path. These options are not available for NetBackup for MS Exchange Server. Initiates the restore operation. To cancel and return to the previous display without accepting changes to the parameters in this dialog box, click this button. To view online help for this dialog box, click this button. 54 NetBackup for Microsoft Exchange Server System Administrator s Guide

69 Restoring Exchange Server Microsoft Exchange tab options Option Description Delete Existing Transaction Logs Prior To Restore Exchange 2000 Allows the user to retain or delete existing transaction logs. See Existing Transaction Logs on page 53 for further information. Transaction logs will be deleted only for the Exchange database being restored. For Exchange 5.5, If only restoring the Information Store, transaction logs for the Information Store would be deleted and the Directory transaction logs will remain intact. Note The following options only apply to Exchange 2000/2003, KMS, and SRS. These options do not apply when restoring Exchange 5.x objects, mailboxes, or public folders. Temporary location for log and patch files Enter a location where the associated log and patch files are to be kept until the database is restored. The default location is c:\temp. If storage groups are being restored, a subdirectory in c:\temp is created for each storage group. The log and patch files for each storage group are kept in the corresponding subdirectory. If Commit after restore completes is selected during restore, the log and patch files in the temporary location are applied to the database, and then the current log files are applied. After the restore is complete, the log and patch files are automatically deleted from the temporary location (including any subdirectories). Note Make sure the temporary location for log and patch files is empty before you start a restore job. If a restore job fails, check the temporary location (including subdirectories) to make sure any previous log and patch files from a previous restore job were deleted. Commit after restore completes Use this option if your selection contains the last backup set to be restored. This enables the restore operation to play through log files and roll back any uncompleted transactions. If this option is not selected, the database is left in an intermediate state and is not yet usable. If Commit after restore completes is selected when an intermediate backup is being applied, you cannot restore further backups. You will need to restart the restore operation from the beginning. Mount database after restore Mounts the database so that it is available to users. This option is only available if Commit after restore completes is selected. Chapter 4, Operating Instructions 55

70 Restoring Exchange Server Microsoft Exchange tab options Option Description Exchange 5.5 Note The following only apply when restoring Exchange 5.5 images backed up by Backup Exec. Restore public databases Restore private mailboxes Start Restore Cancel Help Select this to restore only the Information Store s public database (PUB.EDB). Although this database cannot be backed up separately from the Information Store s private database (PRIV.EDB), it can be restored separately. Select this to restore only the Information Store s private database. Although this database cannot be backed up separately from the Information Store s public database (PUB.EDB), it can be restored separately. Initiates the restore operation. To cancel and return to the previous display without accepting changes to the parameters in this dialog box, click this button. To view online help for this dialog box, click this button. Restoring Exchange 5.x Server Objects This section contains instructions for restoring Exchange 5.x Server objects. Notes on Restoring Exchange 5.x Objects Backed Up With Backup Exec Copy backups in Backup Exec appear as Full backups in NetBackup. Incremental backups appear as Differential backups. Differential backups appear as Cumulative Incremental backups. The backup date will be appended to the Backup Exec Exchange 5.5 Directory and Information Store file names. To restore Exchange 5.x Server objects 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. 56 NetBackup for Microsoft Exchange Server System Administrator s Guide

71 Restoring Exchange Server 3. Select the type of restore to perform. To restore from NetBackup backup images, choose File > Select Files and Folders to Restore > from Normal Backup. To restore from Backup Exec backup images, choose File > Select Files and Folders to Restore > from Backup Exec Backup. The Restore window is displayed. 4. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page 44. Once you have selected the policy type, NetBackup displays Exchange Server backup images. 5. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup Note If you choose to restore the backups individually, you will need to select the Commit after restore completes and Mount database after restore options when restoring the last incremental backup set. 6. In the All Folders pane, select the checkbox next to the machine name or Microsoft Information Store. This will restore the entire content of the selected backup image. You can also select individual databases that needs to be restored. Note A full backup of an Exchange database includes the database patch file and the database transaction log files. When restoring a database, you must, at a minimum, also restore the database patch file and the transaction log files. Chapter 4, Operating Instructions 57

72 Restoring Exchange Server Selecting Exchange 5.x objects to restore 7. Choose Actions > Start Restore of Marked Files. 58 NetBackup for Microsoft Exchange Server System Administrator s Guide

73 Restoring Exchange Server The Restore Marked Files dialog box is displayed. For information on the restore options available, see Restore Options on page 54. Note A restore of Exchange Server files will always overwrite existing files (if pub.edb already exists on the target machine, it will be replaced with the copy from the backup). 8. Click Start Restore. 9. After a successful restore, restart the Exchange 5.x services. If not in an Exchange cluster, you can restart the services by rebooting the system or manually restarting the services through the Control Panel or a batch file. In an Exchange cluster, use the Control Panel to start the services from the node owning the Exchange resources. Then, from the Cluster Administrator, bring the Exchange resources online. Chapter 4, Operating Instructions 59

74 Restoring Exchange Server Restoring the Public and Private Databases Separately from a Backup Exec Image As with Backup Exec, the public and private databases in Exchange 5.5 can also be restored separately when using NetBackup. To restore public and private databases separately from a Backup Exec image 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. 3. Choose File > Select Files and Folders to Restore > from Backup Exec Backup. The Restore window is displayed. 4. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup Note If you choose to restore the backups individually, you will need to select the Commit after restore completes and Mount database after restore options when restoring the last incremental backup set. 6. In the All Folders pane, expand the Microsoft Exchange Server node. 7. Select the Information Store box. 8. Choose Actions > Start Restore of Marked Files. 60 NetBackup for Microsoft Exchange Server System Administrator s Guide

75 Restoring Exchange Server The Restore Marked Files dialog box is displayed. For information on the restore options available, see Restore Options on page At this point, you can choose to restore the public databases or private mailboxes separately. To restore the Information Store s public database, select Restore public databases. To restore the Information Store s private database, select Restore private mailboxes. 10. Click Start Restore. Restoring Exchange 2003 to the Recovery Storage Group NetBackup supports restores to the recovery storage group. It is not necessary to redirect the restore; the restore will automatically be restored to the recovery storage group, if it exists. In order for a restore to the recovery storage group to be successful, the recovery storage group must be configured prior to performing the restore operation. Chapter 4, Operating Instructions 61

76 Restoring Exchange Server Restoring Storage Groups or Storage Group Databases To restore the Storage Groups, or Storage Group databases 1. Log on as Administrator. 2. Dismount all Exchange 2000/2003 databases that need to be restored. 3. Open the Backup, Archive, and Restore interface. 4. Select the type of restore to perform. To restore from NetBackup backup images, choose File > Select Files and Folders to Restore > from Normal Backup. To restore from Backup Exec backup images, choose File > Select Files and Folders to Restore > from Backup Exec Backup. The Restore window is displayed. 5. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page 44. Once you have selected the policy type, NetBackup displays Exchange Server backup images. Browsing an Exchange 2000/2003 backup image 62 NetBackup for Microsoft Exchange Server System Administrator s Guide

77 Restoring Exchange Server 6. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup Note If you choose to restore the backups individually, you will need to select the Commit after restore completes and Mount database after restore options when restoring the last incremental backup set. 7. In the All Folders pane, select the objects you wish to restore. Storage groups. Expand the Microsoft Information Store node and select the storage group to restore. Multiple storage groups should not be selected for restore. Attempting to restore more than one storage group in a single job, will cause the restore will fail. Individual databases. To restore an individual database within a specific storage group, expand the Microsoft Information Store, then the storage group, and select the database. Note A full backup of an Exchange database includes the database transaction log files. When restoring a database, you must, at a minimum, also restore the transaction log files. 8. On the Actions > Start Restore of Marked Files. Chapter 4, Operating Instructions 63

78 Restoring Exchange Server The Restore Marked Files dialog box is displayed. For information on the restore options available, see Restore Options on page 54. Note A restore of Exchange Server files will always overwrite existing files (if pub.edb already exists on the target machine, it will be replaced with the copy from the backup). 9. Click Start Restore. 10. If you chose to restore storage groups and you did not select Mount database after restore (after the restore), be sure to mount the storage group databases that were restored. 64 NetBackup for Microsoft Exchange Server System Administrator s Guide

79 Restoring Exchange Server Restoring the Key Management Service or Site Replication Service To restore the Key Management Service or Site Replication Service 1. Log on as Administrator. 2. Stop the KMS or SRS service. The KMS service can be stopped using Exchange System Manager; see Stopping and Starting KMS on page 66 for more information. The SRS service can be stopped using the Services applet in the Control Panel. Note Before stopping the KMS service, be sure that you have the KMS service password. 3. Delete content of the kmsdata or srsdata directory, located under the default Exchange Server installation path. 4. Start the KMS or SRS service. 5. Open the Backup, Archive, and Restore interface. 6. Choose File > Select Files and Folders to Restore > from Normal Backup. The Restore window is displayed. 7. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page 44. Once you have selected the policy type, NetBackup displays Exchange Server backup images. 8. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup Note If you choose to restore the backups individually, you will need to select the Commit after restore completes and Mount database after restore options when restoring the last incremental backup set. Chapter 4, Operating Instructions 65

80 Restoring Exchange Server 9. In the All Folders pane, select the objects you wish to restore. To restore the Key Management Services database, select the KMS node. To restore the Site Replication Services database, select the SRS node. 10. Choose Actions > Start Restore of Marked Files. The Restore Marked Files dialog box is displayed. For information on the restore options available on the Exchange tab, see Restore Options on page Click Start Restore. 12. If restoring the KMS, stop and start this service. Stopping and Starting KMS The following section describes how to stop and start the KMS using the Exchange System Manager. Note Before stopping or starting the KMS, be sure that you have the KMS password. 66 NetBackup for Microsoft Exchange Server System Administrator s Guide

81 Restoring Exchange Server To stop or start the KMS 1. Choose Start > Programs > Microsoft Exchange > System Manager. 2. In the left pane, open the appropriate Administrator Group and click on Advanced Security. 3. In the right pane, right-click on Key Manager and choose All Tasks, then Stop Service or Start Service. Chapter 4, Operating Instructions 67

82 Individual Mailbox Operations Individual Mailbox Operations This section describes how to perform individual mailbox backup and restore operations. Notes The root path of an Exchange Mailbox object ( Microsoft Exchange Mailboxes: ) is case-sensitive. Mailbox folders or message subjects containing the characters ~, \, or / are translated as follows: Character Translation ~ ~0 / ~1 \ ~2 Performing a User-Directed Mailbox Backup To perform a user-directed mailbox backup 1. Log onto the server as Administrator. Note The administrator must have the same Exchange privileges as the NetBackup Client Service Account. For Exchange 2000/2003, the NetBackup Client Service Account must also have the advanced privileges Send As and Receive As. Refer to Configuring the NetBackup Client Service Log On Account on page 16 for more information about assigning privileges. 2. Open the Backup, Archive, and Restore interface on the Exchange Server. 3. Choose File > Select Files and Folders to Backup. 4. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). If you are in a cluster environment, specify the name of the virtual Exchange Server as the source client. For more details see Specifying the Server, Client, and the Policy Type on page NetBackup for Microsoft Exchange Server System Administrator s Guide

83 Individual Mailbox Operations 5. In the All Folders pane, expand the Microsoft Exchange Mailboxes node. Browsing Exchange 5.x mailbox objects Browsing Exchange 2000/2003 mailbox objects Chapter 4, Operating Instructions 69

84 Individual Mailbox Operations Note For Active/Active configuration of Exchange 2000/2003 in a Microsoft Cluster Server environment, if more than one instance is running on the same node, the NetBackup Client GUI will display all mailboxes of all instances running on that node when browsing for mailboxes, regardless of which virtual server name is specified. 6. Select the mailbox you wish to back up. To back up a folder of a specific mailbox, expand the appropriate mailbox and select the folder that needs to be backed up. For information on the backup options available, see Backup Options on page Click Start Backup. A NetBackup message will indicate that the restore was successfully started. Click Yes if you wish to open the View Status dialog box and view the progress report of the NetBackup operation. Restoring Individual Mailboxes, Folders, or Messages NetBackup can restore individual mailboxes, mailbox folders, or mailbox messages backed up by NetBackup or Backup Exec. Notes When messages in folders are restored to a location where a message with the same name already exists, the restored message does not replace the existing message, but is added to the destination folder. Therefore, duplicate messages may exist in the destination folder. For example, if the Inbox folder contained two messages, Subject A and Subject B, and the backup image for the Inbox contained the same two messages, after the restore of backup is completed, the Inbox folder would contain four messages, two for Subject A and two for Subject B. The destination mailbox must exist to successfully restore a mailbox. When a mailbox is restored, all folders and messages contained in the mailbox are restored. You can choose to restore specific folders or messages or both from the mailbox backup image. 70 NetBackup for Microsoft Exchange Server System Administrator s Guide

85 Individual Mailbox Operations When a folder is restored, all subfolders and messages contained in the folder are restored. You can also choose to restore specific subfolders or messages or both from the folder backup image. For Active/Active configuration of Exchange 2000/2003 a in Microsoft Cluster Server environment, if more than one instance is running on the same node, scheduled backups using the Mailbox directive only backup all mailboxes on all instances running on that node, regardless of which virtual server name was specified for backups. To restore a mailbox, folder or message 1. Log on as Administrator. 2. Open the Backup, Archive, and Restore interface. 3. Select the type of restore to perform. To restore from NetBackup backup images, choose File > Select Files and Folders to Restore > from Normal Backup. To restore from Backup Exec backup images, choose File > Select Files and Folders to Restore > from Backup Exec Backup. The Restore window is displayed. 4. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). For more details see Specifying the Server, Client, and the Policy Type on page 44. Once you have specified the policy type, NetBackup displays Exchange Server backup images. 5. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup Chapter 4, Operating Instructions 71

86 Individual Mailbox Operations 6. In the All Folders pane, select the mailbox, folder, or message to restore. When selecting objects from the Microsoft Exchange Mailbox tree, all objects are displayed as folders and messages. Some non-message objects can be identified by the subject line. For example, if you create a Calendar event named Appointment1, that name is displayed in the subject line for that object. However, some objects such as Forms and Views do not have a subject line (even though they can be named) and may not be easily identified. Note Do not restore Microsoft Exchange Mailbox and Microsoft Exchange Server objects at the same time. Either the restore of the mailbox objects will fail because the Exchange services are down to perform a restore of Exchange server databases or, if the restore of the Exchange mailbox items finish before the restore of the Exchange databases starts, the mailbox objects restored will be wiped out by the restore of the Exchange databases. 72 NetBackup for Microsoft Exchange Server System Administrator s Guide

87 Individual Mailbox Operations 7. Choose Actions > Start Restore of Marked Files. Note The options on the Microsoft Exchange tab do not apply to restores of individual mailboxes, folders or messages or to restores of Public Folders. For information on the restore options available, see Restore Options on page Click Start Restore. For information on restoring to different locations, see Redirecting Mailbox Objects to a Different Path. Redirecting Mailbox Objects to a Different Path NetBackup can restore Exchange mailbox objects from NetBackup and Backup Exec images to different locations. Following are examples of how mailbox objects are redirected. For example, if you back up Mailbox 1, which consists of Top of Information Store, Inbox, and Folders 1 and 2, each containing some mail messages, and then you restore Mailbox 1 to the existing Mailbox 2, then all of Mailbox 1, including the Top of Information Store, Inbox, Folders 1 and 2, and messages, are restored to Mailbox 2. Note that Mailbox 1 itself is not created under Mailbox 2. Redirecting the restore of Mailbox 1 to Mailbox 2 If you redirect the restore of Mailbox 1\Top of Information Store\Folder 2 to Mailbox 2, the contents of Mailbox 1\Top of Information Store\Folder 2, Message 5 and Message 6, are placed in Mailbox 2 in the same folder as they were in Mailbox 1. Chapter 4, Operating Instructions 73

88 Individual Mailbox Operations Redirecting the restore of Folder 2 to Mailbox 2 Requirements The NetBackup directive Microsoft Exchange Mailboxes:\ of the destination path cannot be changed. If this is changed, NetBackup will not recognize that this is an Exchange mailbox or public folder restore and will attempt to restore the objects as normal files. If the destination path s mailbox name is changed from the original, the destination mailbox or destination folder must already exist and must have an associated user account. When redirecting mailbox backups, if the third segment of the destination path is modified (the Exchange folders Top of Information Store, Views, Finder ), the selected object will be restored to that specified folder name. The new folder can be seen when browsing for backups and will be backed up on subsequent backups of that mailbox. However, the folder and any subfolders and messages in that folder cannot be viewed using Outlook. To restore a mailbox to a different mailbox 1. In the Backup, Archive, and Restore interface, open a Restore window. 2. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). Once you have specified the policy type, NetBackup displays Exchange Server backup images. 3. From the NetBackup History pane, select the image(s) containing the objects you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup 74 NetBackup for Microsoft Exchange Server System Administrator s Guide

89 Individual Mailbox Operations 4. Select a mailbox to restore. 5. Choose Actions > Start Restore of Marked Files. 6. In the Restore Marked Files dialog, select Restore everything to a different location. 7. In the Destination box, change the destination to restore to. Change the mailbox portion of the Destination field to another existing mailbox to restore to. For example, if you wish to restore the contents of Mailbox 1 to Mailbox 2, specify Microsoft Exchange Mailboxes:\Mailbox 2\ in the Destination box. Note You must indicate an explicit path (or full path) in the Restore everything to a different location box for this option to be successful. 8. Click Start Restore. Chapter 4, Operating Instructions 75

90 Individual Mailbox Operations To restore a mailbox folder to a different location 1. In the Backup, Archive, and Restore interface, open a Restore window. 2. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). Once you have specified the policy type, NetBackup displays Exchange Server backup images. 3. From the NetBackup History pane, select the image(s) containing the folder you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup 4. Select a folder to restore. 5. Choose Actions > Start Restore of Marked Files. 6. In the Restore Marked Files dialog, select the Restore individual folders and files to different locations option. Each row under Restore individual folders and files to different locations is associated with a selected folder to restore. 7. Double-click on a row to modify the folder destination. The Enter New Destination dialog is displayed. 8. In the New box, change the destination to restore to. 76 NetBackup for Microsoft Exchange Server System Administrator s Guide

91 Individual Mailbox Operations The destination can be any valid existing Exchange folder path. 9. Click OK. 10. Click Start Restore. To restore a mailbox message to a different location 1. In the Backup, Archive, and Restore interface, open a Restore window. 2. Select the Exchange policy type (choose File > Specify NetBackup Machines and Policy Type). Once you have specified the policy type, NetBackup displays Exchange Server backup images. Chapter 4, Operating Instructions 77

92 Individual Mailbox Operations 3. From the NetBackup History pane, select the image(s) containing the message you wish to restore. the last full backup, or the last full backup and all subsequent differential backups, or the last full backup and the last cumulative backup 4. Select a message to restore. 5. Choose Actions > Start Restore of Marked Files. 6. In the Restore Marked Files dialog window, select the Restore individual folders and files to different locations. Each row under Restore individual folders and files to different locations is associated with a selected message to restore. 7. Double-click on a row to modify the message destination. The Enter New Destination dialog box is displayed. 8. In the New box, change the destination to restore to. 78 NetBackup for Microsoft Exchange Server System Administrator s Guide

93 Individual Mailbox Operations The destination can be any valid existing Exchange folder path. 9. Click OK. 10. Click Start Restore. Chapter 4, Operating Instructions 79

94 Performing Single Instance Store Backups Performing Single Instance Store Backups Exchange Server uses single-instance storage (SIS) to store mail messages. This capability in Exchange Server allows the database to keep one copy of a message attachment sent to multiple users on the same server. To perform SIS backups, this feature must be enabled on the client where Exchange Server is installed. Note Only attachments larger than 100K are backed up as SIS objects. Attachments smaller than 100K are backed up with each individual message. To enable SIS backups 1. Open the NetBackup Administration Console or the Remote Administration Console. 2. In the left pane, expand Host Properties. 3. Click Clients. 4. In the right pane, right-click on the client you wish to configure and choose Properties. 5. Expand Windows client and click Exchange. 80 NetBackup for Microsoft Exchange Server System Administrator s Guide

95 Backing Up and Restoring the Exchange Public Folders 6. Select Enable single instance backup for message attachments. 7. Click OK. Backing Up and Restoring the Exchange Public Folders The Public Folders and individual folders within Public Folders can be backed up and restored like a mailbox. NetBackup needs to be configured for these types of operations before backups and restores of individual folders in the Public Folders can be performed. If NetBackup has already been configured for individual mailbox operations, no further configuration for Public Folders is necessary. If not, refer to Configuring NetBackup for Individual Mailbox Operations on page 16. Notes When messages in folders are restored to a location where a message with the same name already exists, the restored message does not replace the existing message, but is added to the destination folder. Therefore, duplicate messages may exist in the destination folder. For example, if the Inbox folder contained two messages, Subject A and Subject B, and the backup image for the Inbox contained the same two messages, after the restore of backup is completed, the Inbox folder would contain four messages, two for Subject A and two for Subject B. When a mailbox is restored, all folders and messages contained in the mailbox are restored. You can choose to restore specific folders or messages or both from the mailbox backup image. When a folder is restored, all subfolders and messages contained in the folder are restored. You can also choose to restore specific subfolders or messages or both from the folder backup image. Chapter 4, Operating Instructions 81

96 Backing Up and Restoring the Exchange Public Folders Instructions To back up or restore Exchange public folders To perform back ups and restores of Exchange Public folders, follow the instructions in Individual Mailbox Operations on page 68, but select the Microsoft Exchange Public Folders node or the desired folders within that node. Selecting items to back up in the Microsoft Exchange Public Folders node. Selecting items to restore in the Microsoft Exchange Public Folders node. 82 NetBackup for Microsoft Exchange Server System Administrator s Guide

97 Redirecting Restores of Public Folders Redirecting a Restore to a Different Client To redirect restores of public folders, follow the instructions in Redirecting Mailbox Objects to a Different Path on page 73, but select the Microsoft Exchange Public Folders node or the desired folders within that node. Note When redirecting a restore of a Public folder, the folder does not have to exist in the new path. Redirecting a Restore to a Different Client An Exchange restore can be redirected to a client other than the client that originally performed the backup. Most Exchange objects that have been backed up can be redirected to a different client, with the following limitations: Because the Microsoft Exchange Directory and SRS databases contain machine and security information, they can only be restored to the original computer or a clone of the original computer. The Microsoft Exchange Information Store databases may be restored to a different Exchange Server. The following requirements must be met for Exchange 2000/2003 before redirecting the restore of storage groups or individual databases. The storage groups and databases must exist on the target server. The storage groups and databases must have the same names as the original storage groups or databases. The target databases must be configured so that they can be overwritten. (Using the Exchange System Manager, right-click on the database you want to overwrite and choose Properties. On the Database tab, select This database can be overwritten by a restore.) The target server must have the same Organization and Administrative Group name as the source server. If redirecting the KMS, this service must be installed on the destination client. Chapter 4, Operating Instructions 83

98 Redirecting a Restore to a Different Client To redirect a restore to a different client 1. Follow the instructions in Specifying the Server, Client, and the Policy Type on page 44to indicate the client you wish to restore to. 2. Continue with the instructions for restoring Exchange Server, Public Folders, or mailboxes, as described earlier in this chapter. 84 NetBackup for Microsoft Exchange Server System Administrator s Guide

99 Using NetBackup for Exchange Server with Advanced Client 5 NetBackup for Exchange Server Advanced Client combines the features of NetBackup for Exchange Server with the features of the NetBackup Advanced Client. To use NetBackup for Exchange Server Advanced Client, you must have both NetBackup for Exchange Server and NetBackup Advanced Client licensed and installed. 85

100 NetBackup Advanced Client for Exchange Server Overview NetBackup Advanced Client for Exchange Server Overview NetBackup Advanced Client, when used in conjunction with NetBackup for Exchange Server, enables you to back up and restore Exchange objects by taking snapshots of the component files and then backing up the snapshot version to tape or to the storage unit. This means capturing the data at a particular instant, without causing significant client downtime. The resulting capture or snapshot can be backed up without affecting the performance or availability of the database. A snapshot is a disk image of the client's data made almost instantaneously. NetBackup backs up the data from the snapshot volume, not directly from the client s original volume. This allows client operations and user access to continue without interruption during the backup. Advanced Client supports the Microsoft Volume Shadow Copy Service of Windows 2003 (VSS) for creating a snapshot image. The actual VSS Provider used is dependent on your hardware and software environment. For a description of VSS providers available for use with NetBackup for Exchange Server, see the supported platforms matrix on the VERITAS support site. Advanced Client for Exchange supports offhost alternate client backups. Alternate client backups use a second or alternate client to perform the backup on behalf of the primary client. Compared to local Advanced Client backups, this approach reduces the backup I/O burden on the primary client. Supported Platforms NetBackup Advanced Client for Exchange is only supported for Exchange 2003 on Windows A compatibility list for Advanced Client and Database Agents is available from the VERITAS support web site, as described below. To access the supported platforms information 1. Go to the VERITAS support web page: 2. From the Select Product Family list, click NetBackup Products. 3. From the Select Product list in the right pane, click NetBackup Enterprise Server. 4. Under Support Resources, click Compatibility and Reference. 5. In the list of documents, click NetBackup Enterprise Server (tm)/ Server x.x Advanced Client OS and Database Agent Compatibility (updated date). For x.x, look for the current release. For date, look for the most recent date. 86 NetBackup for Microsoft Exchange Server System Administrator s Guide

101 NetBackup Advanced Client for Exchange Server Overview 6. Click on the link for the PDF document, which is a downloadable file that enables you to view the supported database spreadsheet for this release. 7. Read the document and verify that the software in your environment is compatible with the NetBackup and NetBackup for Exchange Server software. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 87

102 How Does Advanced Client for Exchange Server Work? How Does Advanced Client for Exchange Server Work? This section includes information on how NetBackup for Exchange Server works with the Advanced Client option. Choosing a Backup Option If you want to perform an Advanced Client backup, either automatically through the master server, or manually from the client, you must configure a NetBackup for Exchange policy that specifies the appropriate Advanced Client attributes. For details on configuring policies, see Configuring an Advanced Client Policy for NetBackup for Exchange Server on page 91. What Is Backed Up? Advanced Client can back up the Information Store and individual storage groups. The same files are backed up when using frozen image methodology as when using non-frozen image backup methods. When performing Full backups, database files (.edb and.stm files) and transaction log files are included in the snapshot. User-directed snapshot backups are supported as long as a User backup type of schedule is included in a policy configured for snapshot backups. Note For Exchange 2003 pre-service Pack 1, both full and user-directed backups truncate log files. Incremental and differential types backups are not supported. For Exchange 2003 with Service Pack 1, user-directed backups do not truncate logs files and differential and cumulative backups are supported. Backup types supported with Advanced Client for Exchange Exchange 2003 pre-service Pack 1 Exchange 2003 with Service Pack 1 Supported? Logs Truncated? Supported? Logs Truncated? Full Yes Yes Yes Yes Backup Type User Yes Yes Yes No Differential No N/A Yes Yes Cumulative No N/A Yes No 88 NetBackup for Microsoft Exchange Server System Administrator s Guide

103 How Does Advanced Client for Exchange Server Work? Limitations The following limitations exist when using NetBackup Advanced Client with NetBackup for Exchange Server. Snapshot backups are supported only for the full Information Store or storage groups. The entire Information Store or a storage group must be selected for backup. Individual databases cannot be selected for backup (However, individual databases can be selected for restore). Snapshot backups are not supported for Exchange mailboxes, the Site Replication Service (SRS), the Key Management Service (KMS), or public folders. (Exchange 2003, pre-service Pack 1) Differential and cumulative backups are not supported. Data movers are not supported with offhost backups. Only alternate clients are supported for offhost backups. When performing restores, mixing images from Advanced Client and Standard Exchange backups is not supported. Consistency Checks on Database and Log Files For an Exchange VSS backup, Microsoft requires that each database file (.edb, but not.stm) and each transaction log file required for the restore have a checksum consistency check run against the files. This consistency check is accomplished by running eseutil.exe with the proper options against the files which exist on the snapshot. For alternate client backups, the consistency checks are run on the alternate client rather than on the primary client. If any of the files fail the consistency check, the backup will fail, the backup image will be discarded, and the Exchange VSS Writer will be notified of the failure. When this occurs, Exchange will not truncate log files. Failure of the consistency check may be an indication of either database corruption or a problem with the snapshot. The Exchange administrator should investigate the reason for the failure by dismounting the Exchange database which caused the failure, and running eseutil.exe against the database file to determine the cause of the corruption. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 89

104 Configuring a Snapshot Backup Configuring a Snapshot Backup Before configuring NetBackup for Exchange Server for snapshot backups, review the configuration requirements and configuration steps in the following two sections. Instructions for configuring snapshot policies are covered in Configuring an Advanced Client Policy for NetBackup for Exchange Server on page 91. Configuration Requirements The hardware and software required for the appropriate snapshot method is installed and configured correctly. Refer to the NetBackup Advanced Client System Administrator s Guide. See the VERITAS Technical Support Web site for details on the snapshot methods and platforms that are supported for your agent. NetBackup Advanced Client is installed and configured correctly and the license key for this option has been registered. Refer to the NetBackup Advanced Client System Administrator s Guide for details. If you wish to perform alternate client backups, perform any special configuration that is required. See the NetBackup Advanced Client System Administrator s Guide for information. Databases need to be mounted for backup. Configuration Tips for Exchange VERITAS recommends the following when configuring Advanced Client for Exchange. The volume(s) which contains the Exchange databases and log files should be dedicated to Exchange only. Other types of databases (e.g., SQL) should not reside on the volume(s). Only Exchange objects will be included in a snapshot backup. Transaction logs should reside on a different volume than where the Information Store resides. (Exchange 2003, pre-service Pack 1) The Information Store must be configured with only one database per storage group, since all databases in a storage group must be restored at the same time prior to the committing the transaction logs and mounting the databases. Committing transaction logs takes place at a storage group level, rather than at a database level. 90 NetBackup for Microsoft Exchange Server System Administrator s Guide

105 Configuring a Snapshot Backup Configuration Steps In order to perform an Advanced Client for Exchange Server backup, you must perform the following configuration steps: Configure an MS-Exchange-Server policy that has the Advanced Client attributes selected. See Configuring an Advanced Client Policy for NetBackup for Exchange Server on page 91. Configure the snapshot volumes which will be used during the backup process. Disable circular logging for all Exchange storage groups. Configuring an Advanced Client Policy for NetBackup for Exchange Server This section only covers what is necessary to configure snapshot backups for a MS-Exchange-Server policy. For information on other policy attributes, creating schedules, adding clients, and adding backup selections, see the Configuration chapter earlier in this manual. To configure an Advanced Client policy 1. Open the policy you wish to configure. 2. Click on the Attributes tab. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 91

106 Configuring a Snapshot Backup 3. Select the MS-Exchange-Server policy type. Select the policy type. Select the appropriate storage unit or storage unit group. Click Perform snapshot backups. Click Allow multiple data streams to divide backups into (Optional) Click Perform offhost backup. Select the alternate client from the drop-down list, or type it in. 4. Select a Policy storage unit. 5. Select Perform snapshot backups. 6. Optional: If you wish to use an alternate client to reduce the processing load on the client, perform the following steps: a. The alternate client must be the client that shares the disk array. This option may require additional configuration. Refer to the NetBackup Advanced Client System Administrator s Guide. b. Select Perform offhost backup. 92 NetBackup for Microsoft Exchange Server System Administrator s Guide

107 Configuring a Snapshot Backup c. Select Use alternate client and enter the name of the alternate client. Note Use data mover is not a supported option for NetBackup for Exchange Server. d. Select Advanced Snapshot Options and from the Snapshot method for this policy list select VSS_Transportable. 7. Optional: If you wish to divide backups into multiple jobs, select Allow multiple data streams. 8. To configure schedules, click on the Schedules tab. Note A full or user-directed backup will snap the volumes which contain the Exchange database, system, and log files. A differential or cumulative incremental backup will snap the volumes which contain the Exchange system and log files. 9. Use the Clients tab to specify clients to be backed up by this policy. Refer to the Configuration chapter earlier in this manual for details on adding clients to a policy. Note For offhost backups, the client name should be the name of the primary client. 10. Use the Backup Selections tab to enter the directives. When configuring a Exchange snapshot backup policy, only the Exchange 2000 directive set is valid. The only valid directives are Microsoft Information Store:\ (a storage group can be appended) or NEW_STREAM. The following are examples of valid entries: Backup Selections List 1, backs up the Information Store Microsoft Information Store:\ Backup Selections List 2, backs up only the desired storage groups Microsoft Information Store:\storage_group_1 Microsoft Information Store:\storage_group_3 Microsoft Information Store:\storage_group_5 11. Click OK to close the dialog. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 93

108 Performing User-Directed Backups of Exchange Server Performing User-Directed Backups of Exchange Server In order to perform a user-directed snapshot backup, a policy must exist on the server that is configured for snapshot backups and has a User schedule. The user can back up the complete Information Store or a storage group. Transaction logs will also be backed up. Note For Exchange 2003 pre-sp1, a user-directed backup will also truncate the transaction logs. To perform a user-directed snapshot backup of Exchange Server objects 1. Mount any databases that will be backed up. 2. Open the Backup, Archive, and Restore interface. 3. To select the Advanced Client policy for this backup operation, choose Actions > Specify Policy and Schedule. In the Backup Policy box, type the name of the Advanced Client policy. 4. Choose File > Select Files and Folders to Backup. The Backup window is displayed. 5. If you are in a cluster environment, specify the name of the Virtual Exchange Server as described in Specifying the Server, Client, and the Policy Type on page 44. Browsing Exchange 2003 objects 94 NetBackup for Microsoft Exchange Server System Administrator s Guide

109 Performing User-Directed Backups of Exchange Server 6. In the All Folders pane, select the objects you wish to back up. To back up the entire Microsoft Information Store, select this node. To back up a storage group, expand the Microsoft Information Store, then select the storage group to back up. Note Databases cannot be backed up individually. Select only the entire Microsoft Information Store or individual storage groups. An attempt to backup at the database level will result in the backup job failing. 7. Choose Actions > Start Backup of Marked Files. The Specify Backup Options dialog box is displayed. 8. Click Start Backup. A dialog box is displayed informing you that the backup was successfully initiated. 9. If you want to view the progress of the backup, click Yes. If you do not want to view the progress of the backup, click No. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 95

110 Restoring Snapshot Images Restoring Snapshot Images This section describes how to restore backups performed with the Advanced Client feature. Note the following when performing restores: All databases in a storage group must be dismounted prior to starting a restore. All of the images selected for restore must be from Advanced Client backups. The following limitations exist when performing Advanced Client for Exchange restores: Objects must be restored to the original location from which they were backed up. If individual databases are restored to a different location (Exchange 2003 SP1), Exchange will not allow the transaction logs to be rolled forward if the database files have been moved. A restore to an Exchange Recovery storage group is not supported. Restore Options The following options are available when restoring an Advanced Client backup. Microsoft Exchange tab options for Advanced Client restores Option Description The Delete Existing Transaction Logs Prior To Restore Exchange 2003 Allows the user to retain or delete existing transaction logs. Transaction logs will be deleted only for the storage group being restored. When restoring a full or user-directed backup, if the user wants to roll forward all of the transaction log files, including the log files that exist after the last backup, the user should deselect this option. Temporary location for log and patch files Not applicable for restores of snapshots. Commit after restore completes Use this option if your selection contains the last backup set to be restored. This enables the restore operation to play through log files and roll back any uncompleted transactions. If this option is not selected, the database will need to be mounted manually. Mount database after restore Mounts the database so that it is available to users. Since committing after the restore requires that the database be mounted, the database will be mounted if Commit after restore completes is selected. 96 NetBackup for Microsoft Exchange Server System Administrator s Guide

111 Restoring Snapshot Images Performing a Snapshot Restore To perform a snapshot restore 1. Log on as Administrator. 2. If restoring storage groups which contain databases, dismount all Exchange databases. 3. Open the Backup, Archive, and Restore interface. 4. Choose File > Select Files and Folders to Restore > from Normal Backup. The Restore window is displayed. 5. Select the Exchange policy type. For more details see Specifying the Server, Client, and the Policy Type on page 44. Once you have selected the policy type, NetBackup displays Exchange Server backup images. 6. From the NetBackup History pane, select the image containing the objects you wish to restore. (Exchange 2003 without SP1) From a full or user-directed backup, all of the databases and the log file folder under a storage group must be restored at the same time. Select the storage group to be restored. (Exchange 2003 with SP1). From a full or user-directed backup, individual databases and the log file folder can be selected for restore. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 97

112 Restoring Snapshot Images Mixing images from Advanced Client and Standard Exchange backups is not supported. Select only images which were backed up with Advanced Client. 7. In the All Folders pane, select the objects you wish to restore. The Microsoft Information Store. To restore the entire content of the selected backup image, select the checkbox next to the machine name or Microsoft Information Store. Storage groups. Expand the Microsoft Information Store node and select the storage group to restore. (Exchange 2003 with SP1) Databases. Expand the storage group and select the database(s) and log files to be restored. 8. Choose Actions > Start Restore of Marked Files. 98 NetBackup for Microsoft Exchange Server System Administrator s Guide

113 Restoring Snapshot Images The Restore Marked Files dialog box is displayed. For information on the restore options available on the Exchange tab, see Restore Options on page 96. Note A restore of Exchange Server files will always overwrite existing files (if pub.edb already exists on the target machine, it will be replaced with the copy from the backup). The database files (*.edb and *.stm) will always be overwritten. The log files will not be overwritten if Delete Existing Transaction Logs Prior To Restore is not selected. 9. Click Start Restore. 10. If you chose to restore storage groups and you did not select Commit after restore completes, be sure to mount the storage group databases that were restored. See the next section for instructions. Manually Mounting a Database After a Restore If you did not choose Commit after restore completes before performing the restore, you need to manually mount the database after the restore is completed. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 99

114 Restoring Snapshot Images To manually mount a database after a restore 1. For the Exchange storage group that was restored, delete the checkpoint file, E0n.chk, from the System Path folder. In the absence of a checkpoint file, Exchange Server begins to replay the logs from the lowest numbered log file that is available in the Transaction Logs folder: the low anchor log. If the E0n.chk file exists, Exchange Server begins replay at the checkpoint that is recorded in this file. 2. Mount all of the databases that were restored in the storage group. 3. If the mount fails, attempt a soft recovery (ignoring mismatched database attachments) of the Exchange databases to bring the databases to a consistent state. eseutil /r E0n /i 4. Mount the databases again. 100 NetBackup for Microsoft Exchange Server System Administrator s Guide

115 Redirecting a Restore to a Different Client Redirecting a Restore to a Different Client A restore of a snapshot backup can be redirected to a different client just as with a standard backup, though additional limitations apply. The following additional limitations apply when redirecting a restore of a snapshot backup. Refer to Redirecting a Restore to a Different Client on page 83 for other limitations of redirecting a restore to a different client. The log prefix (i.e., E00.log) must be the same for the storage group on the target server as the original storage group. This may require the user to create temporary storage groups so that the target storage group has the required log prefix. The target storage group and databases must have the same path for the Exchange database, transaction logs, and system files as the original storage group and databases. To redirect a restore to a different client 1. Follow the instructions in Redirecting a Restore to a Different Client on page If you did not choose Commit after restore completes, manually mount the database after the restore is completed. See the previous section Manually Mounting a Database After a Restore on page 99. Chapter 5, Using NetBackup for Exchange Server with Advanced Client 101

116 Redirecting a Restore to a Different Client 102 NetBackup for Microsoft Exchange Server System Administrator s Guide

117 Troubleshooting 6 This chapter includes details on troubleshooting NetBackup for Exchange Server, locating instructions for setting up an alternate server for restores, and performing a disaster recovery of Exchange Server. 103

118 Troubleshooting NetBackup Troubleshooting NetBackup The NetBackup master server and client software offers a comprehensive set of debug logs for troubleshooting problems that may occur during NetBackup operations. Debug logs are covered in detail in the NetBackup Troubleshooting Guide. If you are experiencing problems backing up or restoring databases or transaction logs, and the cause of the problem cannot be determined from standard NetBackup progress reports, you may enable NetBackup debug logs to aid in determining the cause of the problem. Debug logging is enabled by creating certain folders under the NetBackup Logs folder. Debug Logging Debug logging is available for both backup and restore operations. You can control the amount information written to debug logs by following the instructions in Changing the Debug Level on page 105. For details on the contents of these debug logs, refer to the NetBackup Troubleshooting Guide. After the cause of the problem has been determined, debug logging can be disabled by removing the previously created debug logging folders. Note When debug logging is enabled, the files can become large. The same files are used by normal file backups. Backup Operation Debug Logging To turn on debug logging for standard backup operations, create the following folder. install_path\netbackup\logs\bpbkar For snapshot backups, create the following directories. For backups performed by an alternate client, the bpfis log exists on the alternate client and the primary client; bpbkar only exists on the alernate client. install_path\netbackup\logs\bpbkar install_path\netbackup\logs\bpfis install_path\netbackup\logs\tar After creating these directories and performing a backup, debug logging information will be placed in the directory in a file named mmddyy.log. 104 NetBackup for Microsoft Exchange Server System Administrator s Guide

119 Troubleshooting NetBackup Restore Operation Debug Logging To turn on debug logging for restore operations, create the following folder. For all Exchange restores, tar logs exist on the primary client. install_path\netbackup\logs\tar To troubleshoot restores from Advanced Client backup (local and transportable), create the following directory. For alternate client backups, bpfis logs exist on both the primary and alternate clients. install_path\netbackup\logs\bpfis After creating these directories and performing a restore, debug logging information will be placed in the directory in a file named mmddyy.log. Changing the Debug Level You can control the amount of information written to the bpbkar, tar, and bpfis debug logs by changing the General debug level debug level. The higher the value, the more information is logged. In everyday normal operations, the default value of 0 is sufficient. However, VERITAS technical support may ask you to set the value higher when a problem is being analyzed. To change the Debug Level 1. Choose Start > Programs > VERITAS NetBackup > Backup, Archive, and Restore. The Backup, Archive, and Restore - NetBackup window appears. 2. Choose File > NetBackup Client Properties. 3. Click the Troubleshooting tab. By default, the settings are zero. 4. Set the General debug level debug level. 5. Click OK to save your changes. Chapter 6, Troubleshooting 105

120 Troubleshooting NetBackup Verifying Exchange Online Backups To verify that the Exchange Server online backup contains a usable copy of the database, perform the following steps: 1. Perform an online backup. 2. Set up a test server and restore the backup. 3. Stop the Exchange services. 4. (Exchange 5.5 only) Perform an integrity check of the databases and verify that no errors are reported when you run the following commands: a. Eseutil /g /ispriv b. Eseutil /g /ispub c. Eseutil /g /ds 5. Restart the Exchange services. If the services start at this point, the database is usable and contains no errors. Viewing the Status of a NetBackup Operation NetBackup provides many standard status reports to verify the completion of backup and restore operations. In addition, users and the administrator can set up additional reports if a site requires them. Operational Reports The administrator has access to operational progress reports through the NetBackup Administration Console. Reports may be generated for Status of Backups, Client Backups, Problems, All Log Entries, Media Lists, Media Contents, Images on Media, Media Logs, Media Summary, and Media Written. These reports may be generated for a specific time frame, client, or master server. Refer to NetBackup System Administrator s Guide, Volume I for details. 106 NetBackup for Microsoft Exchange Server System Administrator s Guide

121 Troubleshooting NetBackup Progress Reports Progress reports on the client allow easy monitoring of user operations. When reports are created by the NetBackup client for each user-directed backup or restore operation, administrators can monitor these operations and detect any problems that may occur. To view the status of an operation 1. Choose File > View Status. 2. Click on the task for which you want to check the progress. 3. Click Refresh. The status of the operation is displayed in the lower pane. When the requested operation was successfully completed message appears, the NetBackup operation is finished. (See your NetBackup Backup, Archive, and Restore Getting Started Guide for further information on the progress report and the meanings of the messages.) Transaction Logs Transaction logs are deleted by the Exchange server after a successful backup (for full and differential backup types). If there are any errors encountered by the Exchange server during the deletion process, the NetBackup for Exchange agent will log this information. Since the actual backup was successful, NetBackup will exit with a status 0 (successful backup). Refer to the Microsoft Exchange Server documentation for information on any errors encountered with the transaction logs. Chapter 6, Troubleshooting 107

122 Setting Up an Alternate Server for Restores Setting Up an Alternate Server for Restores An alternate server can be used to recover an Exchange database in order to extract mailbox or Public folder data. The following technotes cover how to configure an alternate server for restore operations. Exchange 2000/2003 TechNote , Exchange 5.5 TechNotes , NetBackup for Microsoft Exchange Server System Administrator s Guide

123 Disaster Recovery of Exchange 5.5 Disaster Recovery of Exchange 5.5 This section describes what is necessary to perform a full server recovery of Exchange 5.5. To recover Exchange Install Exchange Server on the alternate server and create a new site. Caution Do not attempt to join an existing site. Give the server its original organization and site name (Org:xxx, Site:xxxxx or xxxxx). 2. Run the Performance Optimizer and select the appropriate locations for the files. 3. Check the working path for the Directory and Information Store. This is set on the Database Path property page for the server object set for the D: drive. 4. Install Microsoft Outlook Client on the alternate server. 5. Perform a full restore, which will include the Directory, Information Store and the transaction logs/patch files from the latest tape backup. 6. Start all Exchange services. Start the System Attendant first, then the Directory, IS, MTA and Event Services. 7. Review the Event Viewer for any errors. 8. Run a DS/IS Consistency Adjustment (from the Server properties, choose Advanced). 9. To verify that your users mailboxes have a Windows account associated with them, follow these steps. a. In Microsoft Exchange Administrator, select a server, and choose Recipients. b. Double-click a user s name. c. Review the Primary Windows NT Account box to verify that the Windows account matches the mailbox. Repeat this procedure as needed for each user. Chapter 6, Troubleshooting 109

124 Disaster Recovery of Exchange 2000/2003 To test a user's logon from a client workstation To test a user s logon from a Microsoft Outlook Client workstation, perform these steps. 1. Start the Microsoft Outlook Client. 2. Verify that the user s password is accepted. 3. Confirm that the data has been restored. Disaster Recovery of Exchange 2000/2003 This section describes what is necessary to perform a full server recovery of Exchange 2000/2003. For detailed information about Exchange 2000/2003 disaster recovery, refer to the Microsoft Exchange 2000/2003 Database recovery white paper at The following are required before an Exchange 2000/2003 restoration can be performed: If the Exchange 2000/2003 server you are restoring is a member server in a domain, the Active Directory must be running. If Active Directory does not exist, you must restore it before restoring Exchange 2000/2003. If the Exchange 2000/2003 server you are restoring is a domain controller, you must restore Active Directory on the machine before you can restore Exchange 2000/2003. To recover Exchange 2000/ Install Windows 2000/2003 on the new or repaired server. 2. Restore the IIS Metabase. 3. Restore Exchange 2000/ Restore the Information Stores. 5. If you have KMS or SRS, these have to be restored independently of an Exchange 2000/2003 server restore. 6. If you have KMS, restore the Certificate of Authority. The CA can be restored from a backup of the system_state of the server. 110 NetBackup for Microsoft Exchange Server System Administrator s Guide

125 Index A B accessibility features xii Advanced Client backup limitations 89 what is backed up 88 alternate client backups 92 automatic backups Exchange 2000/2003 databases 7 Exchange 5.x databases 6 Backup Selections list adding by browsing 32 example entries 35 backup types backups alternate client 92 and mounting Exchange 2000/2003 databases 48 automatic, described 5 in a cluster 44 manual 41 manual, described 5 of mailboxes 68 of Public folders 81 services which must be running 45 Single Instance Store (SIS) 80 snapshot 90 user-directed and cluster environments 47, 49 Exchange Public Folders 81 mailboxes 68 of Exchange 2000/2003 objects 48 of Exchange 5.x objects 47 snapshot 94 user-directed, described 6 bpbkar log 104 bpfis log 104, 105 C D E browsing for Exchange objects 32 circular logging, and incremental backups 29 Clients list 31 clusters, performing backups in 44 Commit after restore completes 55 compatibility information 12 configuration database debug level 105 for individual mailbox and folder operations for public folder operations Media Manager 13 cumulative incremental backups 29 database circular logging, and incremental backups 29 database patch files 7, 9 debug logs 104 for backup operations 104 for restore operations 105 Delete existing transaction logs prior to restore 55, 96 differential incremental backups 28, 29 directives for Exchange 2000/2003 databases 7 for Exchange 5.x databases 6 mixing directive sets 32 e0y.log 8 edb.log 8 Exchange Public Share, backing up and restoring 81 excluding folders and files from mailbox and public folder backups

126 F I J K L M N O files backed up Exchange 2000/2003 databases 7 Exchange 5.x databases 6 full backups 9, 28 incremental backups, objects backed up 29 installation compatibility information 12 operating system compatibility 12 platform compatibility 12 prerequisites 12 prerequisites in a cluster 13 registering the license key 14 requirements for NetBackup software 13 Java interface 15 Key Management Services (KMS) restores of 65 user-directed backup of 50 license keys, registering 14 log files how applied after a restore 53 where kept until database restored 53 logs debug 104 mailboxes configuring NetBackup for backups and restores of excluding folders and files from backups 39 permissions required for backing up and restoring 18 Media Manager configuring backup media 13 Mount database after restore 55 Mount database after restore 96 multiple data streams 36 NetBackup for Microsoft Exchange database agent features 2 operating system compatibility 12 P R patch files how applied after restore 53 where kept until database restored 53 permissions for restores 23 required for mailbox operations 18 platform compatibility 12 policy configuration adding clients 31 adding new 24 attributes 25 overview 24 schedules 26 specifying objects to back up 32 testing 41 progress reports 107 client 107 public folders operations configuring NetBackup for excluding folders and files from backups 39 recovery and cumulative-incremental backups 29 and differential-incremental backups 28 recovery storage group 61 redirected restores of mailbox objects, to different paths 73 to different clients 10, 44, 83 to different clients, requirements for Exchange 2000/ to different paths 10 reports client 107 media 106 operational 106 progress 107 Restore private mailboxes 56 Restore public databases 56 restores advanced client backups 97 and existing transaction logs 53 Backup Exec 56 Exchange 2000/2003 database 63 Exchange 5.x 56 failure of 53 Key Management Service (KMS) NetBackup for Microsoft Exchange Server System Administrator s Guide

127 S mailbox message to a different message 77 mailbox objects to different paths 73 mailbox to a different mailbox 74 mailboxes, folders, messages 70 permissions 23 public folders 81 redirected, to different client 10, 83 redirected, to different locations 74 requirements for Exchange 2000/ services which must be running 45 Site Replication Service (SRS) 65 storage group databases 62 storage groups 62 retention period 30 schedules adding 26 frequency 30 properties 29 retention 30 Single Instance Store (SIS) backups 80 Site Replication Service (SRS) restores of 65 user-directed backup of 51 T U V W tar log 104, 105 temporary location for log and patch files 55, 96 testing policy configuration 41 transaction logs and cumulative-incremental backups 29 and differential-incremental backups 28 deleting 53 deleting prior to a restore 55, 96 keeping 53 troubleshooting 104 Use alternate client 93 user backups 28 virtual Exchange Server, specifying 44 wildcard characters rules when using 38 supported 37 used to define groups of objects 37 Windows interface 15 Index 113

128 114 NetBackup for Microsoft Exchange Server System Administrator s Guide