CTERA Cloud Onramp for IBM Tivoli Storage Manager December 2012 Version 3.2 2012, CTERA Networks. All rights reserved.
1 Introduction This document describes how to deploy CTERA Cloud Attached Storage appliance in an IBM Tivoli Storage Manager (TSM) environment. Once deployed, data sent by TSM Storage Agents to the TSM Server will automatically be sent to a local CTERA cloud gateway appliance, and from there to the cloud. There are two ways to deploy the CTERA appliance in the TSM environment: Option A: Deploy the CTERA appliance as the primary storage pool Data sent by TSM Storage Agents is stored on the CTERA appliance, which acts as the main repository (primary storage pool) for TSM data. Option B: Deploy the CTERA appliance as a copy storage pool CTERA Cloud Onramp for IBM Tivoli Storage Manager 2
Introduction 1 The TSM server itself acts as the main repository for TSM data, and the data is also backed up to the CTERA appliance (copy storage pool). CTERA Cloud Onramp for IBM Tivoli Storage Manager 3
2 Requirements In order to deploy a CTERA appliance in a TSM environment, you will need the following: 1 machine with both the IBM TSM Server and Administration Center version 6 installed. The machine's operating system must be Windows 2003 or Windows 2008, and it must have 8GB of RAM or higher. 1 CTERA Cloud Attached storage appliance of any model with a DHCP-enabled network connection 1 or more TSM Storage Agents CTERA Cloud Onramp for IBM Tivoli Storage Manager 4
3 Initialize Your CTERA Cloud Gateway 1 In the CTERA appliance's Web interface, create a share called "tsmdata" on which to store the primary backups of data sent by the TSM Server, by doing the following: a In the Configuration tab's navigation pane, click Share > Shares. The Share > Shares page appears. b Click New Share. CTERA Cloud Onramp for IBM Tivoli Storage Manager 5
3 Initialize Your CTERA Cloud Gateway The Network Share Wizard opens, displaying the Select a Folder to Share dialog box appears. c Select the parent folder in which to create a new "tsmdata" folder. d Click New Folder. The Create a New Folder dialog box opens. e In the Folder Name field, type "tsmdata". f Click Save. The new folder appears in the Select a folder to Share dialog box. g Select the "tsmdata" folder. h Click Next. 6 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Initialize Your CTERA Cloud Gateway 3 The Specify the Network Share Name dialog box appears. i j In the Network Share Name field, type "tsmdata". Click Next. The Sharing Protocols dialog box appears. k Click Next. CTERA Cloud Onramp for IBM Tivoli Storage Manager 7
3 Initialize Your CTERA Cloud Gateway The NFS (UNIX File Sharing) dialog box appears. l Click Next. The Configure Permissions dialog box appears. m Click Next. 8 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Initialize Your CTERA Cloud Gateway 3 The Wizard Completed screen appears. n Click Finish. The "tsmdata" network share is added. 2 Configure cloud backup of the "tsmdata" share to the cloud, by doing the following: a Connect the CTERA appliance to your CTERA Portal account, by doing the following: 1 In the Configuration tab's navigation pane, click Cloud Services > Status. 2 The Cloud Services > Status page appears. 3 Click Connect to Services. CTERA Cloud Onramp for IBM Tivoli Storage Manager 9
3 Initialize Your CTERA Cloud Gateway The Connect to Services Wizard opens, displaying the Account Details dialog box. 4 Select the Yes, I have a CTERA Portal account check box. 5 In the Portal Address field, type the hostname of the CTERA Portal. 6 In the Username field, type the user name for your CTERA Portal account. 7 In the Password field, type the password for your CTERA Portal account. 8 Click Next. Your CTERA appliance connects to the CTERA Portal and is added to your CTERA Portal account. The Connect to Services Completed screen appears. 9 Click Finish. The Cloud Services > Status page displays information about your CTERA Portal account and services. 10 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Initialize Your CTERA Cloud Gateway 3 The CTERA Portal area should display "Connected", and the Subscription Information area should display "OK" next to the services to which you are subscribed. b Select the "tsmdata" share for cloud backup, by doing the following: 1 In the Configuration tab's navigation pane, click Cloud Backup > Backup Files. The Cloud Backup > Backup Files page appears. 2 Expand the tree nodes to reveal the folders. The folder contents appear in the right pane. 3 Select the check box next to the "tsmdata" share. 4 Click Save. CTERA Cloud Onramp for IBM Tivoli Storage Manager 11
4 Configure the TSM Server with CTERA Appliance Login Credentials 1 On the TSM Server machine, open the Windows Control Panel and then click User Accounts > User Accounts. The User Accounts window opens. 2 Click Manage your credentials. CTERA Cloud Onramp for IBM Tivoli Storage Manager 12
Configure the TSM Server with CTERA Appliance Login Credentials 4 The Credential Manager screen appears. 3 Click Add a Windows credential. The Add a Windows Credential screen appears. 4 In the Internet or network address field, type the CTERA appliance's name or IP address. 5 In the User name field, type the user name required to access the "tsmdata" share. CTERA Cloud Onramp for IBM Tivoli Storage Manager 13
4 Configure the TSM Server with CTERA Appliance Login Credentials 6 In the Password field, type the password required to access the "tsmdata" share. 7 Click OK. 14 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Create a FILE Device Class in IBM TSM 5 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Storage Devices. The Storage Devices tab opens displaying the Servers panel. 2 In the Servers area, choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Device Classes. CTERA Cloud Onramp for IBM Tivoli Storage Manager 15
5 Create a FILE Device Class in IBM TSM The Servers > Device Classes panel appears. 4 In the Select Action drop-down list, select Create A Device Class. The Create a Device Class wizard appears displaying the Select Device Type panel. 5 In the Select a Device Type drop-down list, select FILE (uses sequential-access volumes on disk). 6 Click Next. 16 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Create a FILE Device Class in IBM TSM 5 The wizard's General Information panel appears. 7 In the Name field, type a new device class name. 8 In the Path to store files field, type the fully qualified domain name path to the "tsmdata" share that you created on the CTERA appliance. This should be in the following format: \\nasorip\tsmdata Where nasorip is the name of the CTERA appliance or its IP address. For example: \\ronnas\tsmdata or \\192.168.90.102\tsmdata 9 In the Mount limit field, type 20. This value represents the maximum number of volumes that can be mounted simultaneously on the TSM Server. 10 In the Maximum file size field, type 2. This value represents the maximum size of storage pool objects in GB. 11 Click Next. CTERA Cloud Onramp for IBM Tivoli Storage Manager 17
5 Create a FILE Device Class in IBM TSM 12 The wizard's Summary panel appears. 13 Click Finish. The device class is created. 18 CTERA Cloud Onramp for IBM Tivoli Storage Manager
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool In this scenario, the CTERA appliance acts as the main repository for TSM data (the primary storage pool). Add the CTERA Appliance as the Primary Storage Pool 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Storage Devices. The Storage Devices tab opens displaying the Servers panel. 2 In the Servers area, choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Storage Pools. The Servers > Storage Pools panel appears. 4 In the Select Action drop-down list, select Create A Storage Pool. CTERA Cloud Onramp for IBM Tivoli Storage Manager 19
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool The Create a Storage Pool wizard appears displaying the Welcome panel. 5 Click Next. The wizard's General Storage Pool Settings panel appears. 6 In the Storage pool name field, type a unique name for the new storage pool. 7 In the Storage pool type area, choose Sequential access. 8 In the Primary drop-down list, select Primary. 9 Click Next. 20 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option A: Deploy the CTERA Appliance as the Primary Storage Pool 6 The wizard's Select a Device Class panel appears. 10 In the Device class name drop-down list, select the FILE device class you created previously. 11 In the Maximum number of scratch volumes field, type 20. 12 Click Next. The wizard's Identify Duplicates panel appears. 13 Click Next. CTERA Cloud Onramp for IBM Tivoli Storage Manager 21
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool The wizard's Summary panel appears. 14 Click Finish. The primary storage pool is created. Associate the Policy Domain with the Primary Storage Pool 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Policy Domains. The Policy Domains tab opens displaying the Policy Domains panel. 2 Choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Policy Domains. 22 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option A: Deploy the CTERA Appliance as the Primary Storage Pool 6 The policy domains for the TSM Server are displayed. 4 Choose the STANDARD policy domain. 5 In the Select Action drop-down list, select Modify Policy Domain. The STANDARD Properties area appears displaying the policy domain's details. 6 Expand the Management Classes area. 7 Select the check box next to the STANDARD management class. 8 In the Select Action drop-down list, select Modify Management Class. CTERA Cloud Onramp for IBM Tivoli Storage Manager 23
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool The STANDARD STANDARD Properties area appears displaying the General tab. 9 Click the Backup settings tab. 10 In the Where to Store Files drop-down list, select the primary storage pool you created for the CTERA appliance in the previous procedure. 11 Click OK. The list of policy domains for the TSM Server reappears. 12 Choose the STANDARD policy domain. 13 In the Select Action drop-down list, select Manage Pending Changes. 24 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option A: Deploy the CTERA Appliance as the Primary Storage Pool 6 The Manage Pending Changes for STANDARD panel appears. 14 Click Activate Changes. Test Backup from a TSM Storage Agent to the Primary Storage Pool Testing backup from a TSM Storage Agent to the primary storage pool on the TSM Server is performed by running a manual backup operation. 1 On a TSM Storage Agent-installed PC, start the IBM Tivoli Storage Manager. The IBM Tivoli Storage Manager window opens. 2 Click Backup. CTERA Cloud Onramp for IBM Tivoli Storage Manager 25
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool The Backup window opens. 3 Select the check boxes next to the local drives or files you want to back up. 4 Click Backup. The Task List window opens and tracks the progress of the backup operation. 26 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option A: Deploy the CTERA Appliance as the Primary Storage Pool 6 If desired, you can view a detailed report about the backup operation by clicking Report. When the backup operation is complete, a success message appears. 5 Click OK. 6 Check that the TSM Storage Agent can restore the backed up data from the TSM Server, by running a restore operation. a In the IBM Tivoli Storage Manager window, click Restore. The Restore window appears. b Select the local drives or files to restore. CTERA Cloud Onramp for IBM Tivoli Storage Manager 27
6 Option A: Deploy the CTERA Appliance as the Primary Storage Pool c Click Restore. The Task List window opens and tracks the progress of the restore operation. If desired, you can view a detailed report about the restore operation by clicking Report. When the restore operation is complete, a success message appears. d Click OK. 28 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option B: Deploy the CTERA Appliance as a Copy Storage Pool 7 In this scenario, the TSM server acts as the primary pool, while the CTERA appliance acts as a secondary (copy) storage pool. Add the CTERA Appliance as a Copy Storage Pool 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Storage Devices. The Storage Devices tab opens displaying the Servers panel. 2 In the Servers area, choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Storage Pools. The Servers > Storage Pools panel appears. 4 In the Select Action drop-down list, select Create A Storage Pool. CTERA Cloud Onramp for IBM Tivoli Storage Manager 29
7 Option B: Deploy the CTERA Appliance as a Copy Storage Pool The Create a Storage Pool wizard appears displaying the Welcome panel. 5 Click Next. The wizard's General Storage Pool Settings panel appears. 6 In the Storage pool name field, type a unique name for the new storage pool. 7 In the Storage pool type area, choose Sequential access. 8 In the Primary drop-down list, select Copy. 9 Click Next. 30 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option B: Deploy the CTERA Appliance as a Copy Storage Pool 7 The wizard's Select a Device Class panel appears. 10 In the Device class name drop-down list, select the FILE device class you created previously. 11 In the Maximum number of scratch volumes field, type 20. 12 Click Next. The wizard's Identify Duplicates panel appears. 13 Click Next. CTERA Cloud Onramp for IBM Tivoli Storage Manager 31
7 Option B: Deploy the CTERA Appliance as a Copy Storage Pool The wizard's Summary panel appears. 14 Click Finish. The copy storage pool is created. Associate the Policy Domain with the Primary Storage Pool 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Policy Domains. The Policy Domains tab opens displaying the Policy Domains panel. 2 Choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Policy Domains. 32 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option B: Deploy the CTERA Appliance as a Copy Storage Pool 7 The policy domains for the TSM Server are displayed. 4 Choose the STANDARD policy domain. 5 In the Select Action drop-down list, select Modify Policy Domain. The STANDARD Properties area appears displaying the policy domain's details. 6 Expand the Management Classes area. 7 Select the check box next to the STANDARD management class. 8 In the Select Action drop-down list, select Modify Management Class. CTERA Cloud Onramp for IBM Tivoli Storage Manager 33
7 Option B: Deploy the CTERA Appliance as a Copy Storage Pool The STANDARD STANDARD Properties area appears displaying the General tab. 9 Click the Backup settings tab. 10 In the Where to Store Files drop-down list, select the primary storage pool on the TSM server. 11 Click OK. The list of policy domains for the TSM Server reappears. 12 Choose the STANDARD policy domain. 13 In the Select Action drop-down list, select Manage Pending Changes. 34 CTERA Cloud Onramp for IBM Tivoli Storage Manager
Option B: Deploy the CTERA Appliance as a Copy Storage Pool 7 The Manage Pending Changes for STANDARD panel appears. 14 Click Activate Changes. Test Backup from the Primary Storage Pool to the CTERA Copy Storage Pool Testing backup from the primary storage pool to the CTERA appliance copy storage pool is performed by running a manual backup operation. 1 In the TSM Administration Center's left pane, expand Tivoli Storage Manager and then click Storage Devices. The Storage Devices tab opens displaying the Servers panel. 2 In the Servers area, choose the TSM Server you want to use. 3 In the Select Action drop-down list, select View Storage Pools. The Servers > Storage Pools panel appears. 4 In the Storage Pools area, choose the primary storage pool you want to back up. 5 In the Select Action drop-down list, select Back Up Storage Pool. CTERA Cloud Onramp for IBM Tivoli Storage Manager 35
7 Option B: Deploy the CTERA Appliance as a Copy Storage Pool The Back Up Storage Pool panel appears. 6 In the Copy storage pool drop-down list, select the CTERA appliance that you added as a copy storage pool. 7 Click OK. The data is backed up to the copy pool. Schedule Backup of the Primary Storage Pool to the CTERA Copy Storage Pool In the TSM Administrator Center, schedule backup of the primary storage pool's data to the CTERA appliance copy storage pool. Information on scheduling storage pool backup is available via IBM TSM online documentation: http://publib.boulder.ibm.com/infocenter/tsminfo/v6/index.jsp?topic=% 2Fcom.ibm.itsm.srv.doc%2Ft_bkup_stgpool.html. 36 CTERA Cloud Onramp for IBM Tivoli Storage Manager