EVault Software. Course 301 Server Protection with EVault File and System State

Transcription

1 EVault Software Course 301 Server Protection with EVault File and System State

2 Table of Contents Objectives... 3 Scenario... 3 Estimated Time to Complete This Lab... 3 Requirements for This Lab... 3 Computers Used in This Lab... 3 Exercise 1 Installing EVault Agent on File Server... 4 Exercise 2 Personalize the Environment For Lab Example Only... 8 Exercise 3 Add Agent to CentralControl Exercise 4 Register Agent to Vault Exercise 5 Creating a Backup Job Exercise 6 Scheduling Exercise 7 Run an Ad Hoc (Manual) Backup Exercise 8 Delete Sample File on File Server For Lab Example Only Exercise 9 Restoring a Single File or Directory Exercise 10 Verify Sample File Has Been Restored For Lab Example Only Exercise 11 DR Exercise Shutdown FS Exercise 12 DR Exercise Install Agent on FS Exercise 13 DR Exercise - Add Agent to CentralControl Exercise 14 DR Exercise Re-Register Agent to Vault Exercise 15 DR Exercise Restore System Exercise 16 DR Exercise Check Your Work on Recovered Machine Conclusion Appendix A EVault Software i365, A Seagate Company

3 Objectives In this course, you will learn how to protect standard file servers with EVault. This includes backing up and restoring individual files along with instructions on how to restore system state in the event of a system failure. Scenario Estimated Time to Complete This Lab The course is composed of a Windows 2003 file server that we ll protect. Protection of Windows Server 2003 and Server 2008 utilize Volume Shadow Copy to handle open files. Earlier versions of Windows did not utilize Volume Shadow copy and would require using an add-on product called Open File Manager to protect mission critical open files. 90 Minutes Requirements for This Lab File Server is joined to our domain for this lab, but EVault allows for protection of Workgroup computers as well. Our File Server is running Windows 2003 On your productions machines, we recommend that all Windows Updates have been applied Computers Used in This Lab HQ-Vault DR-Vault DC01 FS01 FS02 3 EVault Software i365, A Seagate Company

4 Exercise 1 Installing EVault Agent on File Server In this step, we will install the EVault Agent to the File server that we wish to protect. This will allow us to further configure the protection of our File server through CentralControl. Tasks 1. Initial Logon Detailed Steps a. Once the lab starts, within Surgient, click on the FS01_Server and choose RDP. FS01 2. Connect to Download Share a. For the Agent installer, I ve downloaded them to a share found at \\ \c$\Temp\. Normally you would download the Agent from our Customer Service Portal at b. On FS01, click the Start Menu and click Run... c. In the Run dialogue, type \\ \c$\Temp\ and click OK. d. Double-click Agent-Windows-6-xxx.exe to launch the Agent Installer 3. Agent Installation Wizard a. On the Open File Security Warning dialogue, click Run. 4 EVault Software i365, A Seagate Company

5 b. On the Choose Setup Language screen, select English and click OK. c. On the Welcome to the InstallShield Wizard for EVault Software Agent screen, click Next >. d. On the Support Information and Release Notes screen, click Next >. e. On the License Agreement screen, click I accept the terms in the license agreement and click Next >. 5 EVault Software i365, A Seagate Company

6 f. On the Setup Type screen, we recommend you click on Custom and then Next > to see what options you have available. g. On the Logon Credentials for Agent Services screen, select Use Local System Account and click Next >. This specifies how EVault s backup service will start. If you need to support UNC backups from this machine, you d want to select Create account automatically. h. On the Destination Folder screen, click Next > to accept the default. Normally, we recommend that you install the Agent on a volume with at least 1 GB free. In the lab, we have plenty of space on our C: 6 EVault Software i365, A Seagate Company

7 i. On the Custom Setup screen, click Next > to accept the defaults. This is where you can normally add on additional plug-ins. This server being just a file server, we won t need any additional plug-ins. In this lab, we ll install the Agent Assistant, but under normal implementations, you might decide not to install it. The Agent Assistant is not required. j. On the Register Agent with Web CentralControl screen, select Skip Registration and then Next >. In this lab, we ll manage our Agent using the Windows CentralControl. Check the lab titled Web CentralControl to learn how to manage you Agents through that interface. k. On the Ready to Install the Program screen, click Install. 7 EVault Software i365, A Seagate Company

8 l. You ve now completed the Agent installation, click Finish. Next, you ll need to Add Agent to CentralControl. Exercise 2 Personalize the Environment For Lab Example Only In the next steps, we ll personalize our environment by creating a text file on our desktop. In later exercises, we ll be doing a couple of restore examples and restore this file. You would not normally do this in your production environment. Tasks 1. FS01 Detailed Steps a. You should still be logged into the FS01 server. If you got logged off any point and need to enter login credentials, they are: Username TrainingLab\Administrator Password I365password. 2. Create a Text File on the Desktop a. Right-click anywhere on the Desktop and choose New\Text Document b. Replace New Text Document.txt with Test.txt. c. Double-click Test.txt on the Desktop to open it. 8 EVault Software i365, A Seagate Company

9 d. On the Test.txt Notepad window, type whatever you want. e. Save the file by clicking File\Save. f. Close the file by clicking File\Exit. g. You re now done creating the sample file that we ll recover later. 9 EVault Software i365, A Seagate Company

10 Exercise 3 Add Agent to CentralControl In the next steps, we ll add the Agent we just installed to our Windows CentralControl. CentralControl is EVault s Agent Management interface or GUI. We ve already got it installed on HQ-Vault. We ll need to switch to that box. Tasks 1. Switch Machines HQ-Vault Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose HQ- Vault-Server to connect to the HQ-Vault. c. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. c. On the desktop, double-click EVault Software CentralControl. This is the localized Windows CentralControl. 2. Add Agent to CentralControl a. CentralControl is a place where you can centrally manage your various Agent machines on your network. You can be managing as little as one Agent in CentralControl or you can manage hundreds. b. Right-click the Workspace and choose New Agent... c. For the Description, the best way to describe an Agent machine is by its host name. Type FS01. d. For the Network Address, this can be one of two things. Either the IP address or the Fully Qualified Domain Name (FQDN). It s preferable to use the FQDN in case of potential IP changes. Type FS01. e. For the Port, we use 2548 or 808 (depending on the Agent version) for connections between CentralControl and the Agent. The Agent listens on this TCP Port. If there are firewalls between the Agent and CentralControl, they should be opened in that direction. f. For the User name, type Administrator. The user specified here needs to be an existing member of either the Administrators group or Backup Operators. The user can not be a normal Domain User. They need to have backup privileges. g. For the Password, type I365password. This is the password for our Administrator user. h. Click Save password so you won t have to re-enter the Password in the future. 10 EVault Software i365, A Seagate Company

11 i. For the Domain, type TrainingLab. If this were just a Workgroup computer, you would leave this field blank. j. Whenever adding Agent to CentralControl, it s always a good idea to click Get Status. This tests our connection to the given Agent. We would receive an error message if it had problems. Click OK. k. On the Agent Properties screen, click OK to finish adding the Agent to CentralControl. 11 EVault Software i365, A Seagate Company

12 l. Now, click File and then Save Workspace. This saves the Agent that we just added so we don t have to type in its information again. m. Next, we need to Register Agent to the Vault. 12 EVault Software i365, A Seagate Company

13 Exercise 4 Register Agent to Vault In this section, you ll learn how to register your Agent to the Vault. For this step, you ll need to know the Vault account credentials. If you own your own Vault, you would ve created an Account within the Director Console. Otherwise, if you don t own your own Vault and backup to a Vault hosted by i365 or an i365 partner, they would ve created the account for you on their Vault. Tasks 1. Detailed Steps a. At this point, you ve installed the Agent and added it to CentralControl. You should now see the Agent in CentralControl. HQ-Vault b. Right-click FS01, and choose Agent Configuration. 13 EVault Software i365, A Seagate Company

14 d. On the Vaults tab, click New. This is where you make your Vault connections. In this lab, we ll just register to one Vault, but if you were Dual Vaulting, you would need to register to both your local and remote Vaults. For Replication, you only need to register to your primary Vault. 2. Vault Configuration Wizard a. On the Vault Configuration Wizard Welcome screen, click Next >. b. On the Vault Registration screen, select Register as a new computer and click Next >. You ll always want to select Register as a new computer except under a disaster recovery scenario where a system has failed. After replacing a failed system and loading an Agent, you d want to Re-register previously registered computer to pull down previously created job information. 14 EVault Software i365, A Seagate Company

15 c. On the Profile Name screen, type HQ-Vault for the Profile name for the new Vault and click Next >. We recommend you use the machine name or location for the Vault here. It s simply a description but is referenced later when creating a backup job. d. On the Vault Network Address[es] screen, type HQ-Vault for the New address and then Add. The address can either be the FQDN or IP Address. FQDN is preferable here due to potential IP changes in the future. e. Click Next >. 15 EVault Software i365, A Seagate Company

16 f. On the Ports screen, click Next >. The Agent communicates on TCP Port 2546 to the Vault. The Vault listens on this port. On your network, please ensure that TCP Port 2546 is open in an outbound direction from the perspective of the Agent. Port 807 is a legacy port that is no longer required for Agent version 4 or higher. g. On the Connection Settings screen, click Next >. 16 EVault Software i365, A Seagate Company

17 Reconnection settings If the Agent were to lose network connection in the middle of a backup, the Agent by default will try to reconnect to the Vault every 3 minutes for a window of 3 hours. If the Agent is able to reconnect in this timeframe, it will continue where it left off. If the window is exhausted, that night s backup will fail. You can change the Reconnection settings here, but the defaults are the recommended settings. Over The Wire Encryption Settings This setting encrypts the network tunnel between the Agent and the Vault. This is very similar in technology to SSL security. When backing up over a public internet connection, it is recommended that you Enable this. If you re backing up over a private network connection, you might choose to Disable this as with any type of encryption with add some overhead for the Agent. Honestly, the overhead is very minimal though. h. On the Authentication screen, we ll enter the EVault account credentials that we would ve created on the Vault or that i365/i365 partner would ve provided for us. Account: Acme User name: evault Password: 1234 i. Click Next >. 17 EVault Software i365, A Seagate Company

18 j. On the Vault Configuration Wizard Finish, click Finish. k. On the Agent Configuration screen, you should now have your HQ-Vault listed. l. Please refer to Appendix A in the back of this guide for information on the other tabs listed in Agent configuration. This covers important topics like setting up Notifications and Customizing Retentions. m. Click OK. 18 EVault Software i365, A Seagate Company

19 Exercise 5 Creating a Backup Job When creating a backup job, you ll select what you want to protect and how you want to protect it. When going through the Wizard, you might have questions about a certain menu item. You can always click the in the upper left hand corner of the screen and then click the item you are curious about. This will give you a description of that item. Tasks 1. Detailed Steps a. When creating the backup job, we ll continue using CentralControl on the HQ- Vault. b. Right click the Agent FS01, and select New Job HQ-Vault 2. New Job Wizard a. On the New Job Wizard Welcome screen, click Next >. 19 EVault Software i365, A Seagate Company

20 b. On the New Job Wizard Backup Source Type screen, click Next >. Encoding Here you can choose what types of filenames you wish to support. ANSI All English characters are stored in the ANSI character set. This is sufficient for most, but we typically recommend choosing Unicode just in case. Unicode Along with backing up files using standard English characters, Unicode allows for protection of files with Eastern European characters, Asian Characters, and Macintosh files. This is the default and recommended option. Backups might be slightly larger, but the amount is probably not even noticeable. c. On the New Job Wizard Vault screen, choose Next >. The Destination displays HQ-Vault. This is the Vault Profile we created in the previous step. 20 EVault Software i365, A Seagate Company

21 d. On the New Job Wizard New Job Name screen, type Data for the Name and click Next >. Here, we ve named our job Data. This will signify backing up the C:. For SQL related jobs, we would call my job SQL and similarly for Exchange backups. You can using whatever naming scheme makes sense for you. e. On the New Job Wizard Source screen, you can select what you want to backup. To protect your system from a disaster, using our standard agent (not using Bare Metal Restore), you ll want to select System State along with any other system drives on your system. From there, you can make exclusions for EVault Agent directory and any other directories that are non mission critical. Data Files You can select from the various drives and folders on the Agent machine. Bare Metal Restore This is an add-on product to the Agent and you do need to be licensed for this on the Vault. In times of disaster, our standard Agent requires you to install an Operating System prior to installing the EVault Agent. Building out an Operating System typically takes up to an hour. In some environments, an extra hour of down time is unacceptable. Bare Metal Restore is a product that backs up all of the files on the system including the Operating System files. It allows for recovery to dissimilar hardware. In times of disaster, you would download our EVault System Restore cd from our website. This cd is self bootable and has many of the popular drivers for controllers, NICs, etc included on it. You would load this onto a new machine. It loads an Agent and allows you to connect to the Vault. You would then restore your Bare Metal Restore job from the Vault, reboot your system, and your system should be operational. 21 EVault Software i365, A Seagate Company

22 System State This allows for protection of things like the Registry, System Files, etc. On a Domain Controller, it includes Active Directory. Note: To fully protect a system, System State ALONG WITH any relevent drive data should be backed up (ie the c:\). RSM database Typically not backed up. This is a Microsoft database. It stands for Removable Storage Manager. RSM catalogs any tapes that might have been used on the system. Event logs Not required for backup. If you feel you need to capture the Windows Event logs in backup, they are reletively small. f. On the New Job Wizard Source screen, select Data Files and click Add g. On the Include / Exclude screen, highlight C and click Include. This is where you make your file selections. We re going to back up the entire C:, but here you could select individual drives, folders, or files. 22 EVault Software i365, A Seagate Company

23 h. On the Confirm Include screen, click Yes. Recursive means to backup the selected drive/folder and all of its subfolders. This is also where you can setup filters to only backup certain files/folders or extentions. i. On the Include / Exclude screen, expand C, expand Program Files, select EVault Software, and click Exclude. Whenever backing up folder that would include the EVault Agent directory, it s a best practice to exclude the EVault Agent diretory. There are indexes that created and removed within this directory that take up space. We don t want to backup/store unnecessary data on the Vault. When using Plug-ins, always exclude the relevant database, log, and flat file dump data from the data/file system Backup Jobs o SQL: exclude *.mdf, *.ldf, *.bak from the root of each partition selected for backup o Exchange: exclude *.edb from the root of each partition selected for backup and the directories that store the log files 23 EVault Software i365, A Seagate Company

24 j. Click Yes. We want to Recursively exclude this entire directory. k. Click OK. l. On the New Job Wizard Source screen, select System State and click Next >. 24 EVault Software i365, A Seagate Company

25 m. On the New Job Wizard screen click Next >. Here you can change things like the default backup window. For these items, select the if you have questions. Other than the default backup window, we recommend leaving the other options defaulted. n. On the New Job Wizard Encryption screen: This is where you can choose to protect your data by password protecting it. If you ve set a password, upon recovery, you will be prompted for this password. Any encryption change after the initial backup will result in a reseed of data. This means you will be storing double the amount of data than you should be on the EDPM appliance. Encryption changes include: Changing encryption types Changing encryption passwords Changing encryption types Change from no encryption to use encryption or vice versa Please make sure to keep your encryption password in a safe place. If you lose your encryption password, i365 will not be able to recover it for you. This means you will not be able to restore your data without the correct password. 25 EVault Software i365, A Seagate Company

26 In this example, for the Encryption type, please select AES 128 bit. For the password, we ll set the Password and Confirm Password to test and click Next >. o. On the New Job Wizard Log, click Next >. By default Log detail level is set to Summary. This will report any Errors or Warnings encountered. Otherwise, you can increase the verbosity by increasing the detail to either File or Director to report every file or directory backed up. Increasing this setting will create larger log files and should not be changed unless absolutely necessary. 26 EVault Software i365, A Seagate Company

27 p. On the New Job Wizard Finished screen, click Finish to Just exit from this wizard. q. You ve now completed creating your Job. This next step is to schedule your job so that it will run automatically. 27 EVault Software i365, A Seagate Company

28 Exercise 6 Scheduling In this section, we ll schedule the Job that you created earlier. Please refer to EVault Course 412 Scheduling Backups with EVault for general guidelines for scheduling your backups. Tasks 1. Detailed Steps a. In CentralControl, right-click FS01 and select Schedule Entries HQ-Vault b. On the Schedule List screen: This is where we can define a schedule such that our backups will run on automatic basis. In this example, we ll schedule the following: i. Daily M F 8PM ii. Weekly Sat 8PM iii. Monthly 1 st 8PM Per Best Practices, we ll schedule the Longest retention first so that it is at the Top. Longest retention in this case being Monthly. You can always reorder them in this list if you had done it wrong. We ll need to schedule each retention separately. We ll start with the Monthly. 2. Schedule Monthly Backup a. On the Schedule List screen, click New 28 EVault Software i365, A Seagate Company

29 b. On the Schedule Wizard Welcome screen, click Next >. c. On the Schedule Wizard Command screen, click Next >. We re accepting the default to schedule a Backup. Otherwise, you can schedule a Synchronize or Custom command. Notice, you can not schedule a restore by default. A scheduled restore would need to be scripted. d. On the Schedule Wizard Job List, select the Data job and click Next >. 29 EVault Software i365, A Seagate Company

30 e. On the Schedule Wizard Retention screen, select Monthly for the Retention Scheme and select Next >. f. On the Schedule Wizard Options screen, click Next >. We ve seen these options before when creating the Job. Here you can change things like the backup time window for this particular retention. g. On the Schedule Wizard Command Cycle screen, select Monthly for the Command cycle and click Next >. This is because we want to choose which day of the month we want to run our Monthly backup. 30 EVault Software i365, A Seagate Company

31 h. On the Schedule Wizard Monthly screen, type 8:00 for the Start time and click Next >. For the Days of Month, you can type in any value between 1-31 and the backup will run that day. If you want to run the backup on the last day of the month, you would type LAST into the Days of Month field. This is not case sensitive. i. On the Schedule Wizard Finish screen, click Finish. j. You ve now completed scheduling the Monthly backup. You still need to complete the Weekly and Daily. 3. Schedule Weekly Backup a. On the Schedule List screen, click New 31 EVault Software i365, A Seagate Company

32 b. On the Schedule Wizard Screen click Next >. c. On the Schedule Wizard Command screen, click Next >. d. On the Schedule Wizard Job List screen, select the Data Job and click Next >. e. On the Schedule Wizard Retention screen, select Weekly for the Retention Scheme and click Next >. 32 EVault Software i365, A Seagate Company

33 f. On the Schedule Wizard Options screen, leave the defaults and click Next >. g. On the Schedule Wizard Command Cycle screen, select Weekly for the Command Cycle and click Next >. h. On the Schedule Wizard Weekly screen: Check Saturday and deselect the rest of the Days. Change the Start Time, type 8:00. Click Next >. 33 EVault Software i365, A Seagate Company

34 i. On the Schedule Wizard Finish screen, click Finish. 4. Schedule Daily Backup j. You ve now finished scheduling the Monthly and Weekly backups. That leaves us just the Daily. a. On the Schedule List screen, click New b. On the Schedule Wizard Screen click Next >. c. On the Schedule Wizard Command screen, click Next >. 34 EVault Software i365, A Seagate Company

35 d. On the Schedule Wizard Job List screen, select the Data Job and click Next >. e. On the Schedule Wizard Retention screen, select Daily for the Retention Scheme and click Next >. f. On the Schedule Wizard Options screen, leave the defaults and click Next >. g. On the Schedule Wizard Command Cycle screen, select Weekly for the Command Cycle and click Next >. 35 EVault Software i365, A Seagate Company

36 h. On the Schedule Wizard Weekly screen: Make sure that Monday, Tuesday, Wednesday, Thursday, and Friday are selected. Change the Start Time, type 8:00. Click Next >. i. On the Schedule Wizard Finish screen, click Finish. j. You ve now finished scheduling the job. On the Schedule List screen, click OK, but make sure that your schedule list looks like the following screenshot. 36 EVault Software i365, A Seagate Company

37 Exercise 7 Run an Ad Hoc (Manual) Backup Normally, you would allow the backup to run per its schedule, but for this lab, we ll run an ad hoc backup so that we can restore immediately. Tasks 1. Detailed Steps a. In CentralControl, right-click Data under FS01 and select Backup HQ-Vault b. On the Data: Backup Wizard Welcome screen, click Next >. c. On the Data: Backup Wizard Destination screen, click Backup Now. The default backup destination is to your Vault, but you have options to backup to Directory on Disk (USB) for seeding purposes. Just note that USB backups are intended to be imported into the Vault. 37 EVault Software i365, A Seagate Company

38 d. On the Process Information screen, wait for the Status to say Backup Completed and click Close. This backup will take several minutes to complete. e. You ve now completed the seed. Subsequent backups should be even quicker. 38 EVault Software i365, A Seagate Company

39 Exercise 8 Delete Sample File on File Server For Lab Example Only For this exercise, we ll delete the Test.txt file that we created earlier so that we can learn how to restore it. Tasks 1. Switch Machines FS01 2. Delete Sample File Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose FS01_Server to connect back to the FS01 server. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. a. Right-click Test.txt and choose Delete. b. On the Confirm File Delete screen, click Yes. If you want to, you can also remove the file from the Recycle Bin, but we ll leave it there for this example. 39 EVault Software i365, A Seagate Company

40 Exercise 9 Restoring a Single File or Directory In the following steps, you ll learn to restore a single file or directory using EVault. Tasks 1. Switch Machines HQ-Vault 2. Restore Wizard Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose HQ- Vault-Server to connect back to the HQ-Vault server. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. a. In the CentralControl, right click the Data Job under FS01 and choose Restore b. On the Restore Wizard Welcome screen, click Next >. 40 EVault Software i365, A Seagate Company

41 c. On the Restore Wizard (safeset ) Select a Source screen, click Next >. This is where you can choose from which safeset you d like to restore from. d. On the Restore Wizard (safeset ) Encryption Options screen, type test for the Password and Verify password and click Next >. This is the encryption password we had set earlier when creating the Job. e. On the Restore Wizard (safeset ) Select Restore Objects screen, click Data Files and click Add 41 EVault Software i365, A Seagate Company

42 f. On the Include / Exclude screen, Expand Expand C Expand Documents and Settings Expand administrator.traininglab Highlight Desktop Select Test.txt Click Include Click OK g. On the Restore Wizard (safeset ) Select Restore Objects screen, click Next >. 42 EVault Software i365, A Seagate Company

43 h. On the Restore Wizard (safeset ) Destination Options screen, select Restore files to their original locations and click Next >. When choosing to restore either to an original or alternate location, that location will always be on the Agent machine currently focused on in CentralControl. At the bottom, you have options for if a file already exists. You have options to overwrite files, rename files, etc. i. On the Restore Wizard (safeset ) Advanced Restore Options screen, click Next >. 43 EVault Software i365, A Seagate Company

44 Do you wish to overwrite files even if they are locked by another process? Typically we only choose Yes to this option if we re doing a full system recovery where we d be overwriting locked files in the Windows or Program Files directory. Otherwise, leaving the default of No, do not restore locked files is typical for normal, non-dr restores. What do you wish to restore? EVault allows you to potentially recover data that was backed up by a different Operating System. EVault backs up data in two different streams: a Header stream and a Data stream. The Header has your various file permissions/attributes while the Data stream has your actual data. In most cases, if you re restoring to similar Operating Systems (such Windows to Windows), you want to restore All streams to get back your data along with the header. If you wish to restore cross platform (such as Novell to Windows), you ll want to restore Data streams only because Windows won t be able to recognize the things like file permissions for Novell. In this case, the file being recovered will acquire the default permissions for whatever folder you are recovering to. j. On the Restore Wizard (safeset ) Finish screen, click Finish 44 EVault Software i365, A Seagate Company

45 k. On the Process Information screen, wait for the Status to say Restore completed and click Close. l. You ve just learned how to restore an individual file using EVault. The process to restore a folder is very similar, and you can feel free to try on your own in this lab. In the next step, we ll simply check our work to make sure that the file is back on FS EVault Software i365, A Seagate Company

46 Exercise 10 Verify Sample File Has Been Restored For Lab Example Only For this exercise, we ll switch back to FS01 and verify that Test.txt is back. Tasks 1. Switch Machines FS01 2. Verify Sample File Has Been Restored Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose FS01_Server to connect back to the FS01 server. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. a. On your Desktop, you should see Test.txt. You could also open it if you wanted to verify its contents. 46 EVault Software i365, A Seagate Company

47 Exercise 11 DR Exercise Shutdown FS01 For this exercise, we ll simulate FS01 has completely failed, and in the subsequent steps, we ll recover all of FS01 s data to another system, FS02. Tasks 1. FS01 Detailed Steps a. You should still be on the FS01_Server within Surgient. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. 2. Shutdown FS01 a. Click Start \ Shutdown b. On the Shut Down Windows screen, click OK to Shut Down. c. On the Windows screen, click Yes to continue shutting down. 47 EVault Software i365, A Seagate Company

48 Exercise 12 DR Exercise Install Agent on FS02 In the event of a disaster, you need to rebuild a system matching the original system s Operating System and Service Packs. We have a system loaded called FS02 that matches these criteria. Note that the Hostname of this machine is FS02 and the IP address is Our original machine s Hostname was FS01 and had an IP address of When doing a System State restore, the target machine will acquire these settings from the backup. One other thing to notice in this setup is that FS02 is not currently joined to the Domain. It is currently a Workgroup computer. Tasks 1. Switch Machines FS02 2. Install Agent on FS02 Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose FS02_Server to connect to the FS02 server. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username Administrator Password I365password. a. To install the Agent on FS02, please repeat Exercise 1 steps 2 and 3 from earlier in the workbook. 48 EVault Software i365, A Seagate Company

49 Exercise 13 DR Exercise - Add Agent to CentralControl Similar to Exercise 3 from earlier in the training, after you install an Agent, you need to add it to CentralControl Tasks 1. Switch Machines HQ-Vault Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose HQ- Vault-Server to connect to the HQ-Vault. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. c. If CentralControl is not open still, on the desktop, double-click EVault Software CentralControl. 2. Add Agent to CentralControl a. Right-click the Workspace and choose New Agent... b. For the Description, type FS02. c. For the Network Address, type FS02. d. For the Port, leave the default of 808. e. For the User name, type Administrator. f. For the Password, type I365password. g. Click Save password so you won t have to re-enter the Password in the future. h. For the Domain, leave this blank as FS02 is just a Workgroup computer 49 EVault Software i365, A Seagate Company

50 i. Click Get Status to test our connection to the Agent and click OK. j. On the Agent Properties screen, click OK to finish adding the Agent to CentralControl. k. Now, click File and then Save Workspace. This saves the Agent that we just added so we don t have to type in its information again. 50 EVault Software i365, A Seagate Company

51 Exercise 14 DR Exercise Re-Register Agent to Vault As we learned in on e of the previous exercises, after Adding an Agent to CentralControl, you typically Register the Agent to the Vault. However, when performing a DR restore, you ll want to choose to Re- Register to pull down your previously created Job informatoin Tasks 1. Detailed Steps a. In EVault Software CentralControl, right-click FS02 and choose Agent Configuration... HQ-Vault b. On the Agent Configuration screen, click New to create a new Vault connection. 2. Re-Register Agent to Vault a. On the Vault Configuration Wizard Welcome screen, click Next >. b. On the Vault Registration screen, select Re-register previously registered computer and click Next >. 51 EVault Software i365, A Seagate Company

52 c. In the next steps, we ll fill out all of our EVault account credentials. d. On the Vault Network Address[es] screen, type HQ-Vault for the New address, click Add, and click Next >. e. On the Ports screen, click Next >. f. On the Connection Settings screen, click Next >. g. On the Authentication screen, type the following and click Next >: Account: Acme User name: evault Password/Confirm password: 1234 h. On the Registered Computers screen, select FS01 and click Next > 52 EVault Software i365, A Seagate Company

53 i. On the Vault Configuration Wizard Finish screen, click Finish. j. On the CentralControl screen, click Yes to replace configuration data. k. You should now notice that the FS02 Agent has a Data Job. This will now allow us to Restore FS01 s information from the Vault. 53 EVault Software i365, A Seagate Company

54 Exercise 15 DR Exercise Restore System In this exercise, we ll restore the entire system of FS01 to our new system, FS02. Tasks 1. Detailed Steps a. In EVault Software CentralControl, right-click Data under FS02 and choose Restore. HQ-Vault 2. Restore Data Job a. On the Restore Wizard Welcome screen, click Next >. b. On the Restore Wizard (safeset ) Select a Source screen, click Next > to accept the defaults. c. On the Restore Wizard (safeset ) Encryption Options screen, type test for both the Password and Verify Password and click Next >. 54 EVault Software i365, A Seagate Company

55 d. On the Restore Wizard (safeset ) Select Restore Objects screen, click Data Files and click Add e. On the Include/ Exclude screen, expand , highlight C:, and click Include. f. On the Confirm Include screen, click Yes to accept the Recursive selection g. On the Include /Exclude screen, click OK. 55 EVault Software i365, A Seagate Company

56 h. On the Restore Wizard (safeset ) Select Restore Objects screen, select System State and click Next >. i. On the Restore Wizard (safeset ) Destination Options screen, select, Next >. Notice that all of your options are greyed out on this screen. It s because we ve chosen System State for recovery. You can t redirect System State to a different file path or folder location. j. On the Restore Wizard (safeset ) Advanced Restore Options screen, select Yes, overwrite locked files and click Next >. This is because we ll be overwriting files in the Windows and Program Files directories. Whenever performing full DR restores, you want to choose this option. It will require a reboot of the Agent system once completed. 56 EVault Software i365, A Seagate Company

57 k. On the Restore Wizard (safeset ) Finish screen, click Finish. 3. Monitor Restore a. On the Process Information screen, wait for the Status to Disconnected. b. On the Operator Request screen, click Reboot Now. c. On the Operator Request screen, click Yes to confirm the reboot. d. The Restore is now completed and you ve triggered a reboot of the FS02 server. e. CentralControl will show some failures to connect to FS02. This is expected. Just click OK to the various messages you see. This is because we re rebooting the machine, and also, we ve just turned FS02 into FS EVault Software i365, A Seagate Company

58 Exercise 16 DR Exercise Check Your Work on Recovered Machine In the previous exercise, we recovered all of FS01 s data to FS02 and rebooted the system. We won t be able to connect to that machine via Surgient s drop-down connection at the top. This is because the IP address of the machine is now that of FS01 s. We ll need to connect via Remote Desktop on our HQ- Vault machine. Tasks 1. Detailed Steps a. Click Start / Run HQ-Vault b. In the Run screen, type mstsc and click OK. c. On the Remote Desktop Connection screen, type FS01 for the Computer and click Connect. If the connection fails, it probably means that the system hasn t finished rebooting. Wait a minute and try again. d. On the Remote Desktop Connection screen, click Yes to confirm the connection. 58 EVault Software i365, A Seagate Company

59 2. Check Your Work a. On the Log On to Windows screen, type or select the following and click OK: User name: Administrator Password: I365password Log on to: TRAININGLAB b. On your Desktop, you should now see the Test.txt file that you created earlier. c. The Hostname and IP address are also that of FS01. d. Click Start \ Run e. On the Run screen, type cmd and click OK. 59 EVault Software i365, A Seagate Company

60 f. At the command prompt, type ipconfig /all and hit enter. You should see that all of the various attributes are that of FS01. Conclusion In this lab, you learned how to install and configure an Agent. You ve also learned how to restore an individual file and an entire system. Hopefully you have a better understanding of how to protect File and System State data using EVault. Please feel free to do further testing in your training lab. For further information about EVault, you can always check our knowledge base and library of user guides available at You can always send comments and suggestions for this training module to training@i365.com or for support related issues you can contact us at support@i365.com. 60 EVault Software i365, A Seagate Company

61 Appendix A In this section, we ll discuss some of the settings found within Agent Configuration in CentralControl. Items like notifications and retentions should be reviewed on every implementation. In this example, we ll assume you ve completed all of the above exercises. Tasks 1. Switch Machines HQ-Vault Detailed Steps a. Using the Server drop-down at the top of the Surgient window, choose HQ- Vault-Server to connect to the HQ-Vault. b. The system should automatically log you in, but if you are prompted for login, below are the credentials. Username TrainingLab\Administrator Password I365password. c. On the desktop, double-click EVault Software CentralControl. This is the localized Windows CentralControl. 2. Open Agent Configuration a. Right-click FS01 and choose Agent Configuration. We re able to choose FS01 because we ve overwritten FS02 with the restore of FS01 s data. 3. Vaults Tab a. On the Vaults tab, you can modify existing Vault profiles are add additional Vault Connections. If you were to choose to Dual Vault, you would need t a second Vault profile created here. 61 EVault Software i365, A Seagate Company

62 4. Retentions Tab a. On the Retentions tab, you can modify existing retentions or create new retentions to meet your business and compliance needs. Please review the course titled EVault - Course 411 (Understanding EVault Retentions) for more information. 5. Open File Tab a. On the Open File tab, you can manage either Open File Manager or Open Transaction Manager. These products are used for pre-volume Shadow Copy systems and are add-on products that allow you to protect open files on those systems.. 62 EVault Software i365, A Seagate Company

63 6. Notification Tab a. On the Notifications tab, you should always have s sent when there s a failure. It s up to you if you want s sent on error or success as well. You will need to fill out the settings according to your environment. EVault sends its notifications similar to an anonymous (sendmail). If you need to provide an authenticated an account, you can do so at the bottom. I ve filled out some fictitious information below. 7. Advanced Tab a. On the Advanced tab, you can change: Execution priority (CPU priority) Recommend leaving at the default but you have options to change the settings here. Bandwidth This is where you can set bandwidth throttling. Bandwidth throttling is on a per Agent basis and does not take into account other Agents sharing a network connection. If you need to have throttling on a site basis, you should use Quality of Service on your Firewall and throttle TCP port 2546 as a bulk item. This is the port that backup traffic traverses across. 63 EVault Software i365, A Seagate Company

64 8. Power Management Tab a. The Power Management tab is only available if you ve installed the Agent Assistant at time of Agent install. This was one of options you had when installing the Agent. It provides additional features to do things like prevent shutdown when a backup is running. Really these settings were taken from our Desktop Agent. Most server Agents should be operational all the time and not shut down. 64 EVault Software i365, A Seagate Company