TOSHIBA Strata CIX Product Bulletin PBCIX-0031 July 31, 2006 Backup/Restore Utility (Version 2.1) Backup/Restore The Backup and Restore Utility is a tool that connects to Stratagy ES, Strata ACD, Strata Insight, and TASKE systems to perform backup or restore operations. This utility simplifies the backup and restore processes and makes the whole operation transparent to the user. The Backup/Restore Utility consists of two parts: A Server application running on Stratagy ES, Strata ACD, Strata Insight, and TASKE systems A Client application with GUI interface used by the administrator to perform the backup and restore tasks. To backup a system, the tool will collect the configuration files including registry keys and store them on the user s local computer system. The restore process performs the reverse operation. The tool is designed in a way to make it easy to adapt it to do backup/restore for multiple applications. The service will use a configuration file that will specify the actions the tool will do in backup or restore operations. Note The examples in this document show the Back up and Restore Utility screens when used with Windows XP. The appearance of dialog boxes may appear differently when using the utility on other operating systems. Installation Procedure CAUTION! Beta version 1.3 should be removed using Add/Remove Programs before a new version of the Backup and Restore Utility is installed. Toshiba America Information Systems, Inc. Telecommunication Systems Division 9740 Irvine Blvd., Irvine, CA 92618-1697 (949) 583-3700 www.telecom.toshiba.com
Server Installation Step 1: Server Installation Install the Backup and Restore Utility on a server running applications such as Stratagy ES, Strata ACD, Strata Insight, and TASKE. ä On the server running the application you want to backup, double-click on the self extracting installer BackupRestore2.1.exe and follow the instructions. Once installed, the service starts and is ready for use. Note During the installation process you need to choose one of the following: Client and Server for a PC or Server host with a keyboard. Server for a server host without a keyboard, such as an ies32. Step 2: Client Installation ä From the machine on which you want to install the backup client, double-click on the self extracting installer BackupRestore2.1.exe and follow the instructions, choosing Client only. Step 3: Running the Backup and Restore Utility ä On the client machine, click Start > All programs > Stratagy Enterprise Server Administration > BackupRestore. The Backup Application screen (shown below) displays. 2 of 11 Backup/Restore Utility (Version 2.1)
Server Installation Step 4: Connecting to a Server Important! To establish a connection to a server, please make sure the Backup and Restore service is already installed and the service is running. 1. Enter a server name or server IP address to establish the connection. 2. Click on Connect to establish a connection. The result of the connection will be displayed in the status window. If this is the first time you connect to the service after installation you will get the message below. Backup service indicates that there are applications configured but not enabled. Please click on the configure button and do application configuration. This means that the backup service is ready, however, there are currently no applications enabled to perform the backup and restore upon. To enable an application, see Application Configuration below. Step 5: Application Configuration 1. To configure/view the current application configuration, click Configure. This opens the configuration property sheet. 2. Click the Application configuration tab to get to the application configuration page. Applications available: ies32 HDD Exchange Program StratagyES ies32/ies16 StratagyES Standalone Systems StratagyES Media Application Server StratagyES MAS-Dialogic Strata ACD TASKE MIS Insight CIX/CTX MIS 3. To enable an application, select an application from the Application name list. Note Only select applications that are installed on the target system, otherwise error messages may be generated reporting missing files during a backup procedure. 4. Click Apply or OK to enable the selected application. The application data is displayed as shown above. The data represents the items to be backed up, license items, and the services data. 5. Multiple applications can be enabled, such as TASKE and StratagyES_MAS, as they may reside on the same server. Backup/Restore Utility (Version 2.1) 3 of 11
Setting a Remote Directory for Automatic Backup Step 6: Automatic Backup Configuration The Automatic Backup page contains the parameter settings for automating a backup of a target system. The Server application performs scheduled backups for the selected applications based on the date and time settings on this page. Setting a Remote Directory for Automatic Backup By default, the BackupRestore service stores files for automatic backup on the local system hard disk, the default location is C:\DSDBackup. It is possible to select another location where the files will be saved. This could be a network share that exists on another computer. Configure a Remote Network Share Follow these steps to configure a remote network share. 1. On the system that has the BackupRestore service installed (LocalHost), create a user account (for example: ESBackup) and add it to the Administrators group. 2. Click Control Panel > Administrator Tools > Services. 3. Right click Toshiba backup and restore service and select properties. 4. Click the Log on tab. 5. Click on the This account radio button and enter the user account name and password created in Step 1. 4 of 11 Backup/Restore Utility (Version 2.1)
Setting a Remote Directory for Automatic Backup 6. Click OK. You need to restart the service for this change to take effect. Backup/Restore Utility (Version 2.1) 5 of 11
Setting up Share on the Remote System Setting up Share on the Remote System 1. On the remote system (RemoteHost), create a user account with the same name and password as in Step 1. Note This user does not need to be in the Administrators group. 2. Right-click the folder, and select Sharing (or Sharing and Security) 3. Click Share this folder and make a note of the share name. This can be modified if necessary. 4. Click the Permissions button Note If the Permissions button does not display you must disable simple file sharing using Windows Folder Options. To disable click on My Computer/Tools/Folder Options/View. Scroll down to the last option in the list and clear the check mark for the option Use Simple file sharing. 6 of 11 Backup/Restore Utility (Version 2.1)
Setting up Share on the Remote System 5. Click Add to add a new user permission for the folder Backup/Restore Utility (Version 2.1) 7 of 11
Setting up Share on the Remote System 6. Enter the name of the new user. To verify the name, click Check Names. Click OK when done 7. Click OK when done. 8. Highlight the new user name, and then check Full Control in the Permissions window, and then click OK. This allows the BAR service to write to this folder. 8 of 11 Backup/Restore Utility (Version 2.1)
Setting up Share on the Remote System 9. Now, select the Security tab. Click Add and add the BAR user account the same way. 10. Select Full Control and click OK. 11. Run the backup application and connect to the system. 12. Open the service configuration dialog box, and change the System backup folder to \\RemoteHost\BackupDirectory. In the examples shown in this document \\RemoteHost\backups. Note Be sure to replace RemoteHost with the real computer name or IP address. \\RemoteHost\backups The Backup Restore is now ready to store files in the shared directory. Backup/Restore Utility (Version 2.1) 9 of 11
Starting Backup Operation Starting Backup Operation Note Prior to performing this procedure you must perform the Running the Backup and Restore Utility on Page 2 and Connecting to a Server on Page 3. 1. Select an application to perform the backup on. You can select ALL in the drop-down list if there is more than one application configured on the server. 2. Select a local folder on your system where the backup files will be saved. Or, you could click on the browse button to browse and select a folder. 3. Click on Include optional data if you want to backup the optional data for the selected application. Optional data can be viewed in the application configuration dialog box. Note It is recommended you not select Include optional data when doing automatic backup because, that optional data size could be so large that it could fill up the hard disk. For example; The Stratagy ES optional data includes the voice messages. These messages can be a very big file. The ACD application optional data includes user defined templates stored under each user account. This could result in the backup and restore service creating empty directories in search for these template files. 4. Click Stop services, if you want the selected services stopped before the backup procedure is started. 5. Click Start. A popup dialog box appears. 6. Enter an administrator account user name and password. This is required if the files are copied to the folder you selected. Watch the status window for the result of the backup procedure. Starting Restore Operation Note Prior to performing this procedure you must perform Running the Backup and Restore Utility on Page 2 and Connecting to a Server on Page 3. 1. In the Operation Type field, select the Restore radio button. 2. Select an application to restore. 3. Select a local folder on your system where the backup files are located. You can click on the folder icon to browse and select a folder 4. Click Include optional data if you want to restore the optional data for the selected application. Optional data, if configured, can be viewed in the application configuration dialog box. 5. Click Stop services if you want the services that are configured as part of the application stopped before starting the restore procedure. The services to stop, if configured, can be viewed in the application configuration dialog box. 6. Click the Start button. A pop-up box displays. 7. Click Yes to proceed. 10 of 11 Backup/Restore Utility (Version 2.1)
Starting Restore Operation 8. When restore license items is selected, the following pop up box displays. 9. Review the message in the Status window to confirm a successful restore occurred. Look for the message Restore operation is completed successfully. Stratagy, CIX, CTX are registered trademarks of Toshiba. Windows is a registered trademark of Microsoft. Backup/Restore Utility (Version 2.1) 11 of 11