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IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR dows
Use Cristie BMR with ITSM, to protect your Windows environment Learn how to configure your system for recovery Secure your server environment

Barry Kadleck David McFarlane Pracha Pechsuksan Wah Han Tan

ibm.com/redbooks

Redpaper

International Technical Support Organization IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR October 2003

Note: Before using this information and the product it supports, read the information in Notices on page 7.

First Edition (October 2003) This edition applies to Version IBM Tivoli Storage Manager Version 5.2 and above.

Copyright International Business Machines Corporation 2003. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.1 Cristie Bare Machine Recovery overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2 IBM Tivoli Storage Manager overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3 CBMR with ITSM. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.4 An overview on how Bare Machine Recovery is done . . . . . . . . . . . . . . . . . . . . . . . . . . 9 9 9 9 1 2 2 3 4

Chapter 2. CBMR/ITSM installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 2.1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.2 CBMR/ITSM setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 2.3 ITSM Client installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 2.3.1 ITSM Client configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2.4 CBMR installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2.5 CBMR storage device configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 2.6 CBMR Disaster Recovery system configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 2.6.1 Creating the CBMR DR floppy diskette configuration . . . . . . . . . . . . . . . . . . . . . . 27 2.6.2 Creating the CBMR network share configuration . . . . . . . . . . . . . . . . . . . . . . . . . 32 Chapter 3. CBMR/ITSM backup operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 3.1 Performing Windows OS backup using CBMR DR module . . . . . . . . . . . . . . . . . . . . . 40 3.2 Performing system data backup using ITSM client . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Chapter 4. Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration) . . . . 4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette . . . . . . . . . . 4.3 Restoration using CBMR CD-ROM with network share configuration . . . . . . . . . . . . . 4.4 Restoration of system data using TSM backup/archive client. . . . . . . . . . . . . . . . . . . . 4.5 Post BMR processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chapter 5. Automate the system backup using the ITSM scheduler . . . . . . . . . . . . . . 5.1 Configure ITSM client scheduler service in the ITSM client . . . . . . . . . . . . . . . . . . . . . 5.2 Configure ITSM client scheduler in the TSM Server . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.3 CBMR/TSM backup script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5.3.1 Creating CBMR backup and restore scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 48 51 55 61 64 65 66 70 72 72

Appendix A. List of files backed up by CBMR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a) . . . . . . . . . . . 78 A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with service pack 1-3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Appendix B. CBMR DR Boot and System diskettes creation . . . . . . . . . . . . . . . . . . . . 79 B.1 Creating CBMR DR Boot and System diskettes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Copyright IBM Corp. 2003. All rights reserved.

Appendix C. CBMR log and error description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 C.1 Description of CBMR log files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 C.2 CBMR error definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Notices
This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A. The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrates programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and distribute these sample programs in any form without payment to IBM for the purposes of developing, using, marketing, or distributing application programs conforming to IBM's application programming interfaces.

Copyright IBM Corp. 2003. All rights reserved.

Trademarks
The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both:
pSeries AIX GDPS HACMP/6000 IBM Redbooks SP2 Tivoli Redbooks(logo) IBM

The following terms are trademarks of other companies: ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product, and service names may be trademarks or service marks of others.

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Preface
This Redpaper will help you install, tailor and configure Cristie BMR with IBM Tivoli Storage Manager (ITSM) to protect your systems from catastrophic failures.

The team that wrote this Redpaper


This Redpaper was produced by a team of specialists from around the world working at the International Technical Support Organization, San Jose Center. Barry Kadleck is responsible for tape and Tivoli Storage projects at the International Technical Support Organization, San Jose. He has a degree in Electronic Engineering and joined IBM U.K. in 1985. He has been working with storage software and hardware for the last 10 years. Before joining the ITSO in 2001, Barry worked at the Product Introduction Consultancy, Hursley, U.K. as a Program Manager, introducing new Tivoli Storage products into Europe. David McFarlane is a Technical Solutions Architect in Australia. He has 19 years of experience in the I/T industry. His areas of expertise include storage management, VTS, and z/series solutions. He has participated in two other ITSO residencies: IBM TotalStorage Virtual Tape server: Planning, Implementing and Monitoring, SG24-2229-04, and produced course materials for GDPS, XRC, PPRC,VTS Peer to Peer. Pracha Pechsuksan is a I/T Specialist in Thailand. He has six years of experience in AIX field and two years of experience in TSM field. He has worked at IBM for 12 years. His areas of expertise include AIX, TSM, SP2, and HACMP/6000. Wah Han Tan is a IT Specialist with the pSeries services team in Singapore. He has worked at IBM Singapore for seven years. His areas of expertise include AIX, TSM, SP2, and HACMP/6000.

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Copyright IBM Corp. 2003. All rights reserved.

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10

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Chapter 1.

Introduction
The objective of this redbook is to provide materials describing how to perform a Bare Machine Recovery using Cristie Bare Machine Recovery (CBMR) version 4.0.2 and IBM Tivoli Storage Manager (ITSM) version 5.2. In this chapter, we discuss the following sections: Cristie Bare Machine Recovery Overview IBM Tivoli Storage Manager Overview CBMR with ITSM An overview on how Bare Machine Recovery is done We assume readers will have a basic knowledge of the Microsoft Windows operating system, Cristie Bare Machine Recovery, and IBM Tivoli Storage Manager. Readers can access the following Web sites for further information:
http://www.cristie.com http://www.microsoft.com http://www.tivoli.com

Copyright IBM Corp. 2003. All rights reserved.

1.1 Cristie Bare Machine Recovery overview


Cristie Bare Machine Recovery (CBMR) is a powerful and flexible backup and disaster recovery software suite. This, integrated with IBM Tivoli Storage Manager (ITSM), provides a Bare Machine Recovery (BMR) solution for all users of Windows 9X, ME, NT, 2000, and XP. The components of CBMR are: PC-BaX - A backup and recovery module to backup system files DRM - Disaster Recovery Module that stores machine configuration data and recovers a crashed system using a minimal Linux operating system OFM - Open File Module that allows open files to be backed up Tivoli Storage Manager (TSM) support module - Allows back up of TSM client to TSM servers. CBMR is a comprehensive Microsoft Windows operating system (OS) backup, restore, and reinstallation tool. It is a file by file backup of the operating system (not a system image backup). It back ups and automatically restores the operating system structures necessary to rebuild the operating system, as well as data files if required.

Figure 1-1 PC-BaX Backup and Recovery Software

1.2 IBM Tivoli Storage Manager overview


IBM Tivoli Storage Manager and its complementary products provide a comprehensive solution focused on the key data protection activities of backup, archive, recovery, space management, and disaster planning. Tivoli Storage Manager enables high availability of business applications by providing superior data protection and unique technology to significantly improve performance and resource utilization. Additionally, optional application modules for mail, databases, application servers, Enterprise Resource Planning (ERP), and

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

hardware provide higher levels of application and hardware integration with the data protection process. The base functions provided by IBM Tivoli Storage Manager include: Backup and Restore: The backup process creates a copy of the file or application data that can be recovered if the original data is lost or destroyed. Unlike other backup applications, Tivoli Storage Manager implements a progressive backup methodology to move data quickly and reliably. Using progressive backup, the number of file versions maintained by Tivoli Storage Manager and the length of time they are retained can be specified by the storage administrator. Backups can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The restore process transfers a backup data copy from the Tivoli Storage Manager server-managed storage onto a designated machine. Archive and Retrieval: The archive process creates a copy of a file or a set of files, and stores it as a unique object for a specified period of time. This function is useful for maintaining copies of vital records for historical purposes. Like the backup process, the archive process can be scheduled, performed manually from the Tivoli Storage Manager client interface, or performed remotely using a Web-based interface. The retrieval process transfers the archival data copy onto a designated machine. Instant Archive and Rapid Recovery: IBM Tivoli Storage Manager allows for the creation of a complete set of client files, called a backup set, on the Tivoli Storage Manager server system using the most recent backup versions stored by the server. In a process called Instant Archive, a backup set is used to retain a snapshot of a client file system for a designated period of time. The Rapid Recovery process allows you to copy backup sets onto portable media for LAN-free recovery of a client system.

1.3 CBMR with ITSM


The functionality of both products will enable customers to recover the core Windows operating system to a new disk drive using floppy diskette and a disaster recovery backup stored in the ITSM Server. The backup of the operating system comprises the files contained in the Windows operating system folder together with the TSM client files and the CBMR files. These are backed up as a few files within the ITSM filespace, and kept up to date either on an ad hoc basis, or by using the scheduler incorporated within CBMR. The configuration files contain key static information about the hard disk drive, boot sectors, and partitions, and this is stored either on a network share or on a floppy diskette (one for each computer). The boot files are contained on the supplied bootable CD-ROM, or can be created on floppies by running a utility in CBMR. A Bare Machine Recovery is performed by booting from the supplied CD-ROM or created floppy diskette, and running the CBMR recovery program. This program loads a shell operating system, the drivers required to access the network, and the ITSM Application Program Interface (API) client. The Windows operating system is then recovered to the most recent point in time backup and the system rebooted in Windows mode. The system data is then restored by ITSM backup/archive client.

Chapter 1. Introduction

Figure 1-2 CBMR and ITSM combined architecture

1.4 An overview on how Bare Machine Recovery is done


Here are the steps: 1. Boot the system either from CBMR installation CD-ROM or CBMR Disaster Recovery (DR) floppy diskette into Linux operating system. 2. Load the drivers required to access the network and the ITSM API client with either the CBMR DR floppy configuration diskette or network share configuration. 3. Perform an Automatic Recovery, which does the following: Partitions whole system (does not respect partitions) Format boot and system partition Restore CBMR, Windows and ITSM folders Make system bootable restores 1st sector of master boot record

4. Reboot into Windows mode, with which the DR wizard does the following: Formats the data partition to fat16 or fat32 Converts fat16 and fat32 to NTFS then reboots 5. Restore the system to most recent state using ITSM backup/archive client.

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Chapter 2.

CBMR/ITSM installation
In this chapter, we show the following sections: System requirements CBMR/ITSM setup ITSM client installation ITSM client configuration CBMR installation CBMR storage device configuration CBMR Disaster Recovery system We assume readers have a ITSM server configured and running. We will not show the installation and configuration of the ITSM server. The Bare Machine Recovery of the ITSM Server itself, and the recovery of the ITSM database are not discussed in this book.

Copyright IBM Corp. 2003. All rights reserved.

2.1 System requirements


Supported Windows platforms Windows NT4 SP6 or higher Windows 2000 Professional, Server, Advanced Server, and Cluster Server Windows Terminal Server Windows XP Home and Professional ITSM requirements ITSM 4.2, ITSM 5.1, 5.2 Must have the ITSM client API runtime files installed Hardware support Supports all Intel based processors and most motherboards There is a wide and ever increasing range of network adapters, Fibre Channel HBAs, and RAID controllers, which are supported and available on the Cristie Web site: http://www.cristie.co.uk/uk/uk_html/disrec/index.html Firewall requirement If there is a firewall between the file server and the client node where CBMR is running, port 139 must be open. CBMR limitations There are some limitations that we need to take note of. Some or all of these limitations may be removed in future CBMR releases: CMBR does not support systems installed on Windows Dynamic Disk volumes. CBMR and ITSM client both should be installed on the Windows partition. Automatic ITSM node password reset by ITSM server is not supported. ITSM API Client version 4.2.1.32 or above is required.

2.2 CBMR/ITSM setup


In our CBMR/ITSM setup, we configure the ITSM Server to use the disk storage pool to store the CBMR/ITSM client system OS backup. We will back up the client system OS and data to the ITSM Server using both the ITSM API and ITSM backup/archive client. In the CBMR network share configuration example, the ITSM Server will export a network share directory, DR_DIR to the client systems. All CBMR/ITSM client systems will back up the system information to the network share directory. The client systems in this example were installed with the following software versions: ITSM Server Windows 2000 SP3 ITSM Server version 5.2 Workstation Windows 2000 SP3 ITSM Client version 5.2 CBMR version 4.0.2

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-1 CBMR /TSM setup example

2.3 ITSM Client installation


Here are the steps: 1. Install the ITSM client by using the ITSM client Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click TSMCLI.exe in the CD-ROM to launch it manually. 2. Select the location for the installation directory, and click Next to continue.

Chapter 2. CBMR/ITSM installation

Figure 2-2 Select the location to save files

3. Select the Setup language for the installation and click OK.

Figure 2-3 Select the Setup language

4. Click Next to continue.

Figure 2-4 Click Next to continue

5. Select the destination folder and click Next to continue.

IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-5 Select the Destination Folder

6. In this Setup Type screen, select Custom to install some of the ITSM Client additional program features: Administrative Client Command Line Files to connect to the ITSM Server to perform administrative ITSM commands Open File Support - allow Open File backup 7. Click Next to continue:

Figure 2-6 Select Custom to install ITSM Client additional program features

Note: In the typical setup, both ITSM backup/archive and API programs install automatically. To install only the ITSM API, choose Custom setup from the Setup Type selection screen, and deselect the Backup-Archive Client files.

Chapter 2. CBMR/ITSM installation

Figure 2-7 Select additional ITSM Client features

8. Click Install to start the ITSM Client installation.

Figure 2-8 Click Install to begin the ITSM Client installation

9. Once the ITSM Client installation is complete, we have to configure the environment variables in the Windows to make it more convenient to use the command line. 10.We need to set the following environment variables in the Windows: PATH: This is the default search path the operating system uses to locate executable files. Set this to include the fully qualified paths of the client installation directories, for example, SET PATH=%PATH%;C:\Program Files \Tivoli \TSM \baclient. DSM_CONFIG: Set this environment variable to the fully qualified path and filename of the client options file, for example, DSM_CONFIG=C:\Program Files \Tivoli \TSM \baclient \dsm.opt. DSM_DIR: Set this environment variable to the directory where the client message file dsc*.txt is located, for example, DSM_DIR=C:\Program Files \Tivoli \TSM \baclient. DSM_LOG: Set this environment variable to the fully qualified path where you want the error log files to reside, for example, DSM_LOG=C:\Program Files \Tivoli \TSM \baclient\log.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

11.Reboot the system. We have completed the ITSM Client installation, we will proceed to the next section to configure the ITSM Client.

2.3.1 ITSM Client configuration


CBMR backup the Windows operating system (OS) to the ITSM Server through the ITSM API client. If we are going to use the ITSM backup/archive client to backup the system data, we need to register two different ITSM clients within the same system, namely the ITSM API client for the CBMR OS backup, and the ITSM backup/archive client for the system data backup. CBMR will not work with ITSM using the same ITSM client. 1. Register two new nodes from the ITSM Server Web administration console. The first node will be the ITSM API client. Ensure the following settings are set for this ITSM API client: Archive Delete Allowed YES Backup Delete Allowed YES Client Compression setting CLIENT Force password reset NO Node Type CLIENT Note: At the current CBMR version release, CBMR does not support multiple versions of backups. In the ITSM policy setting, it is recommended to create one backup version and a nil deleted version (verexists=1 verdeleted=0) for the ITSM API clients. To maintain multiple versions of the CBMR backup, create different CBMR devices targeted with different filespaces.

Chapter 2. CBMR/ITSM installation

11

Figure 2-9 Register a new node

Note: In regards to passwords, consider the following: 1. Automatic password generation for the ITSM API client to be use with CBMR is not supported. 2. If a password expiration period for a CBMR/TSM API client node is used, the password has to be set in PC_BaX every time it expires.

3. Next, register the ITSM backup/archive client from the ITSM Server Web administration console. Now, we have both the ITSM backup/archive client and ITSM API client registered in the ITSM Server.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-10 TSM nodes information

4. We have to configure the ITSM backup/archive client. Click Backup-Archive GUI from the Window Programs. A ITSM Client Configuration Wizard will appear on the screen for first time activation. Select the necessary client components and click Next to continue.

Figure 2-11 TSM Client Configuration Wizard

5. Select Create a new option file and click Next to continue.

Chapter 2. CBMR/ITSM installation

13

Figure 2-12 Create a new option file

6. Enter the ITSM backup/archive Client name and click Next to continue.

Figure 2-13 Enter the ITSM Backup/Archive client name

7. Select TCP/IP as the communication method and click Next to continue.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-14 Select TCP/IP as the communication method

8. Enter the ITSM Server IP address and click Next to continue.

Figure 2-15 Enter ITSM Server IP address

9. Click Next to continue.

Chapter 2. CBMR/ITSM installation

15

Figure 2-16 Domain and include/exclude lists

10.Click Finish to begin the ITSM backup/archive client configuration.

Figure 2-17 Click Finish to complete the ITSM client configuration

11.Enter the ITSM backup/archive client password.

Figure 2-18 Enter ITSM backup/archive password

12.If we successfully log in, we will be able to access the ITSM backup/archive client GUI menu. Now, the ITSM backup/archive client configuration is complete.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-19 ITSM backup/archive client GUI menu

Note: Automatic password generation for the ITSM backup/archive client is allowed.

2.4 CBMR installation


Here are the steps: 1. Install CBMR by using the CBMR installation CD-ROM. If AutoPlay in your system is enabled, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. In our testing we were limited to the CBMR trial version.

Chapter 2. CBMR/ITSM installation

17

Figure 2-20 CBMR Installation Menu

2. Click INSTALL CBMR, select English and click Next to continue. .

Figure 2-21 Select English

3. Click Next to continue.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-22 Click Next to continue

4. Select I accept the term of the license agreement and click Next to continue.

Figure 2-23 License Agreement

5. Enter the customer information and click Next to continue.

Chapter 2. CBMR/ITSM installation

19

Figure 2-24 Enter the customer Information

6. Select Complete and click Next to continue.

Figure 2-25 Select Complete

Note: Tivoli Storage Manager (TSM) Support Module will select automatically if the ITSM API client is already installed. If the ITSM API client is not install, install the ITSM API client, and select TSM Support Module under the Custom option. Both ITSM backup/archive and API client are installed together by ITSM default mode. 7. Leave both entries blank to run in Local System account and click Next to continue.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-26 Leave both entries blank for Local System account

8. Click Yes to start CBMR Scheduler services automatically and click Next to continue.

Figure 2-27 Click Yes to start CBMR Scheduler services automatically

9. Accept the default Program Folder name and click Next to continue.

Chapter 2. CBMR/ITSM installation

21

Figure 2-28 Accept the default Program Folder name

10.Click Install to complete the CBMR installation.

Figure 2-29 Click Install to complete CBMR installation

11.Click Finish to reboot the system to complete the CBMR installation.

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IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 2-30 Reboot the system after the CBMR installation is complete

2.5 CBMR storage device configuration


Here are the steps: 1. When CBMR PC-BaX program is opened for the first time, PC-BaX will ask to scan for new devices. Click No to scan for new devices.

Figure 2-31 Click No to configure ITSM device

2. To configure a ITSM device, click Storage Device.

Figure 2-32 Click Storage Device to configure a ITSM device

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3. Click NEW to create an ITSM device.

Figure 2-33 Click NEW to create an ITSM device

Note: Use different filespaces under the same node to maintain different active backup sets. It is also possible to use one node for all the systems backups and each of the systems data can be stored under a different filespace. However, if the node is deleted, all systems backup data will be lost. 4. Select ITSM Device and click Next to continue.

Figure 2-34 PC-BaX New Storage Device Wizard

5. Enter the client information for the PC-BaX to access to the ITSM Server. Click Create to create the ITSM device. See Table 2-1 for the description of the fields.

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Figure 2-35 Enter the required informations Table 2-1 Description for the Field entry Field Name Description The friendly name of the device. Any valid character sequence up to 79 characters is acceptable. The name should be unique and you cannot specify the name of an existing device. The method of communication to use. The possible selections are: TCPIP - to use TCP/IP IPXSPX - to use IPX/SPX NETBIOS - to use NetBIOS NAMEDPIPE - to use Named Pipes The host name of the ITSM server or the IP address in dotted decimal form.If DNS address are use, please make sure the DNS is working and have enter the correct DNS settings under the network protocol The TCP port at which the ITSM server is listening for client requests. Enter the node name which must have been created earlier Enter the node password, if any. Leave it blank for no password Enter the name of the filespace which should start with /. If this doesn't exist before, it will be registered.

Communication method

Server address

Port Nodename Node Password Filespace Name

6. Click OK to return to the Storage Device wizard screen.

Figure 2-36 Click OK

7. Click Finish to end the creation of the Storage Device.

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Figure 2-37 Click Finish to end the creation of the Storage Device

8. Now, the new ITSM device information will be stored in an ini file named Devices\Devices.ini in the CBMR Program folder

Figure 2-38 Device.ini file

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2.6 CBMR Disaster Recovery system configuration


CBMR stores the unique system configuration in a file named DISREC.INI. This is an important file which contains system configuration information such as the number of hard disks, partitions, Windows system directory, CBMR and ITSM installation directory, etc. There is another important file named modules.lst which holds SCSI, RAID and network adapter information. If the system has more than 2 RAID, 2 SCSI or 2 network devices, the information must be manually updated in this file. The disaster recovery configuration can be stored either on a Disaster Recovery Configuration floppy diskette or on a network share. Network share option will be very useful, if there is a large number of systems running CBMR in your environment. The disaster recovery configuration needs to be updated after a hardware and/or software change: Add or remove disks to the system Change partition sizes or create new or delete one Format a partition to a different file system Reinstall CBMR or ITSM or change the ITSM client/password/filespace information Change network/SCSI/RAID adapters We will show how to create the floppy diskette configuration and network share configuration.

2.6.1 Creating the CBMR DR floppy diskette configuration


Here are the steps: 1. Prepared a blank formatted 1.44 MB floppy diskette. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES.

Figure 2-39 Click CREATE FLOPPIES

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2. In the drop down list, select DR Configuration Disk/Share, and click Create.

Figure 2-40 Select DR Configuration Disk/Share

3. Select Copy Configuration information to floppy, and click OK to continue.

Figure 2-41 Select Copy Configuration information to floppy

4. Insert a blank 1.44 MB floppy diskette into the Drive A and click OK.

Figure 2-42 Insert a blank floppy diskette into Drive A and click OK

5. Once this is completed, labelled the floppy diskette as DR Configuration. Click OK.

Figure 2-43 Click OK

Now, the newly created floppy diskette contains the basic CBMR information. We will need to update this floppy diskette with system specific information. 6. Select Disaster Recovery from the PC-BaX main program

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Figure 2-44 Click disaster recovery

7. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue.

Figure 2-45 Select the correct storage device

8. Select for the correct floppy drive and click Next to continue.

Figure 2-46 Select the correct Floppy Drive and click Next to continue

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9. Select Tivoli Storage Manager (TSM) and click Next to continue.

Figure 2-47 Select Tivoli Storage Manager as the correct device type

10.Enter the TSM Server information: communication protocol (normally TCP) Either the TSM Server hostname or TSM Server IP address TCP port (normally 1500) Click Next to continue.

Figure 2-48 Enter the ITSM Server information

11.Select the correct RAID/SCSI and Network adapters.The drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue.

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Figure 2-49 Select the correct adapter drivers

12.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue.

Figure 2-50 Enter the IP informations

13.Click Finish to update the configuration information to the floppy diskette.

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Figure 2-51 Click Finish to update he configuration information to the floppy diskette

The following files is create in the floppy diskette: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. The systems configuration information is stored into the floppy diskette.We are ready to proceed to the next chapter to do the backup.

2.6.2 Creating the CBMR network share configuration


Here are the steps: 1. Insert the CBMR Installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES.

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Figure 2-52 Click CREATE FLOPPIES

2. In the drop down list, select DR Configuration Disk/Share, and click Create.

Figure 2-53 Select DR Configuration Disk/Share

3. Select Copy Configuration information to network, enter the path of the share directory. Click OK to copy the configuration information to the share directory.

Figure 2-54 Enter the path of the share directory

4. The configuration information is copied to the share directory. This contains the basic CBMR information. Click OK to exit. We will update this information with system specific information.

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Figure 2-55 CBMR configuration information is successfully copied to the share directory

5. Select Disaster Recovery from the PC-BaX main program

Figure 2-56 Click Disaster Recovery

6. Select Create/Update configuration disk, and choose the correct storage device to use, and click Next to continue.

Figure 2-57 Select the correct storage device

7. Select Network and specify the share directory information. Click Next to continue.

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Figure 2-58 Specify the share directory information

Note: If a floppy configuration diskette is created, select Update Floppy Disk to update the system information to the floppy configuration diskette. This will ensure system latest information is copy to the network share and floppy diskette. 8. Select Tivoli Storage Manager (TSM) and click Next to continue.

Figure 2-59 Select Tivoli Storage Manager as the correct device type

9. Enter the ITSM Server information: Communication protocol (normally TCP) Either the ITSM Server hostname or ITSM Server IP address TCP port (normally 1500) Click Next to continue.

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Figure 2-60 Enter the ITSM Server information

10.Select the correct RAID/SCSI and Network adapters. The drivers are the Linux drivers that will be used by CBMR. If the required adapter driver is not on the list, click Download latest Drivers to connect to the Cristie Web site for latest drivers. Click Next to continue.

Figure 2-61 Select the correct adapter drivers

11.Specify the IP settings of the local server. Click Use DHCP if DHCP is used in the network environment. Click Next to continue.

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Figure 2-62 Enter the IP informations

12.Click Finish to update the configuration information to the network share directory.

Figure 2-63 Click Finish to update he configuration information to the share directory

13.A directory folder is created with the backup system hostname. Inside the folder are the following files: Disrec.ini - contain the hard disk information along with the Windows, CBMR and ITSM installation folders. Modules.lst - contain the drivers that need to be loaded. Device.ini - contain the logical device information stored by CBMR. We are ready to proceed to the next chapter to do the backup.

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Figure 2-64 A folder is create with the backup system hostname

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Chapter 3.

CBMR/ITSM backup operations


This chapter will show the following sections: Performing an Windows OS backup using CBMR DR module Performing system data backup using ITSM client

Copyright IBM Corp. 2003. All rights reserved.

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3.1 Performing Windows OS backup using CBMR DR module


Here are the steps: 1. Open the main PC-Bax main program, and select Disaster Recovery.

Figure 3-1 Select Disaster Recovery to perform a DR backup

2. Select Do a DR backup and the correct Storage device to use. Click Next to continue.

Figure 3-2 Select the correct storage device

3. By selecting the default mode, CBMR DR will back up necessary files needed to restore the system Windows OS. CBMR DR will not restore all other information even if all drives are selected and backed up. We will back up the system data using ITSM backup/archive client. Please refer to Appendix A, List of files backed up by CBMR on page 77 for a list of files backed up by CBMR.

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Figure 3-3 Select the default backup mode

4. Now, the CBMR DR will back up the Windows OS files to the ITSM Server through the ITSM API function.

Figure 3-4 Backup Status

5. A ITSM API client session will connect to the ITSM Server.

Figure 3-5 CBMR access the ITSM Server through the TSM API client

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6. CBMR DR will perform an automatic verify after the backup process is complete.

Figure 3-6 Automatic verify for backup

7. After the automatic verify of the backup is complete, click OK to exit.

Figure 3-7 Automatic verify is complete

8. If there are any backup errors, go to the PC-BaX main window and select Log Files. View the log files for any detailed messages.

Figure 3-8 View the log files for error messages

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We have finished the Windows OS backup. Proceed to the next section for data backup.

3.2 Performing system data backup using ITSM client


Here are the steps: 1. Open the ITSM backup/archive GUI program. Select BACKUP or ARCHIVE to perform the data backup. In this demonstration, we use the ITSM backup/archive client backup function to back up the system data.

Figure 3-9 TSM backup/archive client GUI menu

2. We back up those files/directories that are not backed up by CBMR. Please refer to Appendix A, List of files backed up by CBMR on page 77 for list of files backed up by CBMR.

Figure 3-10 Click those folder to backup by TSM backup/archive client Chapter 3. CBMR/ITSM backup operations

43

3. Once you have selected the folders, click Backup to perform the backup operation.

Figure 3-11 Perform a backup operation

4. For detail backup report status, click Report.

Figure 3-12 Click Report for detail backup status

5. Once backup operation is complete, click OK to exit. If there is an error, click View for more details on the error messages.

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Figure 3-13 Backup complete

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Chapter 4.

Restoration
In this chapter, we show the restoration of the system Window operating system using the following methods: Restoration using three CBMR DR floppy diskettes (boot, system, configuration) Restoration using CBMR CD-ROM and CBMR DR configuration floppy diskette Restoration using CBMR CD-ROM and network share configuration After the restoration of the Windows core operating system, we use the ITSM backup/archive client to restore the system data to the most recent system state. We show how to edit the CBM.INI to perform a complete restoration with the TSM script after the recovery of the Windows core operating system.

Copyright IBM Corp. 2003. All rights reserved.

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4.1 Restoration using three CBMR DR floppy diskettes (boot, system, configuration)
Before we begin the restoration using three CBMR DR floppy diskettes, we need to create the CBMR DR boot and system diskettes. Please see Appendix B.1, Creating CBMR DR Boot and System diskettes on page 80 for the creation of both the CBMR DR Boot and system diskettes. The device drivers are not copied onto the CBMR floppy configuration diskette during the creation of the floppy configuration diskette. In order to perform a restoration of the Windows core (or boot-up) OS from the three CBMR DR floppy diskettes, we need to copy all the necessary drivers from the CBMR CD-ROM to the CBMR floppy configuration diskette. In this example, we need to copy the Ethernet card driver from the CBMR CD-ROM folder, E:\dr\config\modules\e100.o (assuming E is the CD-ROM drive), to the floppy configuration diskette folder A:\modules. Once the driver is copied onto the CBMR DR floppy configuration diskette, we can perform the recovery of the client system as follows: 1. Insert the CBMR DR boot floppy diskette. Wait until the prompt appears on the monitor screen to insert CBMR DR system disk. 2. Insert the CBMR DR system diskette and press Enter. Wait until the prompt appears on the monitor screen to insert CBMR DR configuration disk. 3. Insert CBMR DR configuration diskette and press Enter. This will load the configuration information from the configuration diskette, and it will load the PC-BaX Disaster Recovery Console.

Figure 4-1 PC-BaX Disaster Recovery Console

4. Select option 4. Hardware Drivers and press Enter. 5. Select option 5. List Loaded Modules and press Enter.

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Figure 4-2 List loaded Modules

6. If the correct driver is loaded successfully, it will display loaded module. Press any key to continue. If the module is empty, select option 3. Load Network Modules to load the correct driver.

Figure 4-3 Display the module if loaded successfully

7. Select option 7. Exit from the Hardware Drivers and press Enter. 8. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successfully, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients information is correct, and ensure the network is working.

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Figure 4-4 Automatic configuration mode

9. Select option 2. Automatic Recovery and press Enter. 10.Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server in order to perform a restoration of the Windows core OS.

Figure 4-5 Enter Yes for automatic recovery

11.On the completion of the restoration of the client system OS, remove the CBMR media, and reboot the client system.

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12.After you log on to the system, the PC-BaX/DR wizard will prompt you to convert the partition and format information from Linux to Windows. Click Next to continue.

Figure 4-6 Welcome screen

13.Accept default setting, and click Yes to continue.

Figure 4-7 Accept default setting

14.Click OK to reboot.The conversion of the partition and format information will take place. 15.The client system will boot up in the Windows OS. We then use the ITSM backup/archive client to restore the system data.

4.2 Restoration using CBMR CD-ROM and DR configuration floppy diskette


Here are the steps: 1. Insert the CBMR CD-ROM. Reboot the client system and wait until the prompt appears on the monitor console.

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Figure 4-8 LiRest Restore Utility

2. Press f and insert the floppy configuration diskette into the floppy drive. Press Enter. 3. This will load the PC-BaX Disaster Recovery Console.

Figure 4-9 PC-BaX Disaster Recovery Console

4. Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the connection is successful, it will show Backup Device accessed successfully on the monitor screen. Press any key to continue.

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Figure 4-10 Automatic configuration mode

5. Select option 2. Automatic Recovery and press Enter. 6. Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the connection of the ITSM API client to the ITSM server, to perform a restoration of the Windows core OS. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients information is correct and ensure the network is working.

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Figure 4-11 Enter Yes for automatic recovery

7. On the completion of the restoration of the client system OS, the client system will reboot. 8. After you logon to the system, PC-BaX/DR wizard will prompt you to convert the partition and format information from Linux to Windows. Click Next to continue.

Figure 4-12 Welcome screen

9. Accept default setting, and click Yes to continue.

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Figure 4-13 Accept default setting

10.Click OK to reboot.The conversion of the partition and format information will take place. 11.The client system will boot up in the Windows core OS. We will use the ITSM backup/archive client to restore the system data.

4.3 Restoration using CBMR CD-ROM with network share configuration


Here are the steps: 1. Insert the CBMR CD-ROM. Reboot the client system. Wait until the prompt appears on the monitor console as seen in Figure 4-14.

Figure 4-14 LiRest restore utility

2. Press Enter for CD-ROM. 3. This will load the PC-BaX Disaster Recovery Console.

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Figure 4-15 PC-BaX Disaster Recovery Console

4. Select option 4. Hardware Drivers and press Enter. 5. Select option 3. Load Network Modules and press Enter.

Figure 4-16 Load network modules

6. From the list of the network modules, select the correct network driver and press Enter.

Figure 4-17 Select the correct network driver

7. If the network driver loaded successfully, the following message will appear on the monitor screen, press any key to exit:
insmod /usr/modules/e100.o Press any key to continue

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8. Select option 5. Remote Configuration and press Enter. 9. Select option 1. Setup and press Enter.

Figure 4-18 Remote Configuration

10.Enter the required information. See Table 4-1 for the description of the fields. Click OK when done.

Figure 4-19 Enter the information for Remote Configuration

Field LocalIPAddress

Description Local IP address to be used for the local network interface setup for connecting to the share containing the system configuration. The value can be DHCP if a DHCP server is to be used, or the IP address of the client system. Subnet mask for the network interface. The value can be DHCP if a DHCP server is to be used or the subnet mask of the client system. The gateway to be used to connect to the remote share. The value can be DHCP or IP address of the gateway. If no gateway is required, leave it blank. IP address of the server, which holds the network share configuration information Workgroup or domain name for the server containing the network configuration

SubnetMask

GatewayIP

ServerIPAddress Workgroup

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Field ServerShare

Description The server share name which holds the system configuration information. The share name should be of the form: \\<hostname>\<share_name> A username which has read access to the share containing configuration information Password used by the user The path under the share where the configuration information is stored. The patch should begin with a \

Username Password ConfigPath

Table 4-1 Description of the fields

11.Select option 2. Select Configuration and press Enter.

Figure 4-20 Select Configuration

12.A list of configurations will be displayed. Select the correct configuration belonging to the client system and press Enter. 13.Select option 3. Exit to exit. 14.Select option 1. Test Backup Device and press Enter. Do not press any other key at this point to enter into the automatic configuration mode. CBMR will do a connection to the ITSM Server. If the backup device test is successful, the monitor screen will have the following messages in Figure 4-21.

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Figure 4-21 Automatic configuration mode

15.Press any key to continue. 16.Select option 2. Automatic Recovery and press Enter. 17.Select option 1. Yes and press Enter to begin the automatic recovery of the client system. This will rebuild the partition table and reformat the hard disk before it begins the

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connection of the ITSM API client to the ITSM server to perform a restoration of the Windows core OS. Note: If the Test Backup Device result is not successfully, please do not perform any system recovery. The Test Backup Device result must be successful as it performs a test connection to the ITSM Server. Check for any errors on the TSM Server, ensure that the system clients information is correct, and ensure the network is working.

Figure 4-22 Enter Yes for automatic recovery

18.On the completion of the restoration of the client system OS, the client system will reboot. 19.When you log on to the system, the PC-BaX/DR wizard will prompt to convert the partition and format information from Linux to Windows. Click Next to continue.

Figure 4-23 Welcome screen

20.Accept default setting, and click Yes to continue.

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Figure 4-24 Accept default setting

21.Click OK to reboot.The conversion of the partition and format will take place. 22.The client system will boot up in Windows core OS. We will use the ITSM backup/archive client to restore the system data.

4.4 Restoration of system data using TSM backup/archive client


Here are the steps: 1. Open the ITSM backup/archive GUI program. Select Restore if the BACKUP command was used to copy the client system data. Select Retrieve if the Archive command was used to copy the client system data.

Figure 4-25 TSM backup/archive client GUI menu

2. Select the client system files and directories to be restored. Click Restore.

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Figure 4-26 Select the client system files/directories to restore

3. Click Original location to restore the backup files and directories to original path.

Figure 4-27 Click Original location

4. The restoration will proceed.

Figure 4-28 Restoration in progress

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5. Click Report for more details on the restoration process.

Figure 4-29 Detailed Restore Status Report

6. Once the restoration process is complete, click OK to exit.

Figure 4-30 Restoration process is complete

7. Exit the TSM backup/archive client, and reboot the client system. 8. Once the Windows OS is started, the system is restored to the point of the latest backup.

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4.5 Post BMR processing


It is possible to start a script to perform a full restore process once the recovery of the Windows core operating system is complete. Edit the CBMR configuration file, CBM.INI, found under the CBMR program directory C:\Program Files\Cristie\Cristie BMR. Open the file with notepad.exe, search under the section [DR Options] for the following line:
;PostDRCommand = "C:\dbg\postdr.cmd"

Uncomment the line, and replace it with the location of the TSM restore script:
PostDRCommand = C:\Program Files\Cristie\Cristie BMR\Scripts\tsmrestore.cmd

Important: After changing the file, it must be backed up by CBMR DR, so that the script can run for a complete system recovery on the next CBMR DR operation.

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Chapter 5.

Automate the system backup using the ITSM scheduler


In this chapter, we will show you how to use the ITSM client scheduler to perform the system backup. For the ITSM client schedules, there are four key pieces of information: The command that needs to be executed When the command executes How long the command takes to complete How often the command needs to be repeated The command to be run can be an incremental backup or a backup script, which should be run every day at a particular time. In order to synchronize all schedules and have load balancing on the ITSM server, an estimation of the duration of the schedules is required. In the next few sections of this chapter, we show how to configure a backup job using the ITSM client scheduler. We will also show the content of the backup scripts run by the TSM scheduler: Configure ITSM client scheduler services in the ITSM client Configure ITSM client scheduler in the ITSM Server CBMR/ITSM backup script

Copyright IBM Corp. 2003. All rights reserved.

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5.1 Configure ITSM client scheduler service in the ITSM client


1. Activate the ITSM GUI client by clicking the Windows Start button and selecting Programs --> Tivoli Storage Manager --> Backup Archive GUI. 2. From the main GUI window, select Utilities --> Setup Wizard.

Figure 5-1 Select Setup Wizard

3. Click Help me configure the TSM Client Scheduler

Figure 5-2 TSM Client Configuration Wizard

4. Select Install a new or additional scheduler and click Next to continue.

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Figure 5-3 TSM Scheduler Wizard

5. Enter the name for the TSM scheduler and click Next to continue.

Figure 5-4 TSM Scheduler name and location

6. Specify the client option file that TSM should use, and click Next to continue.

Figure 5-5 Specify the option file name and location

7. Enter the TSM client node name and password.

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Figure 5-6 TSM authentication

8. Select Automatically when Windows boots to have the scheduler service to start during the Windows reboot.

Figure 5-7 Service login options

9. Specify the locations for the scheduler log and TSM client error log.

Figure 5-8 Log file names and locations

10.Select Yes to start the scheduler services upon the completion of the wizard.

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Figure 5-9 Immediate start option

11.Click Finish to complete the ITSM client configuration wizard.

Figure 5-10 Click Finish to complete the TSM client configuration wizard

12.Click OK to exit if the scheduler service is successfully installed.

Figure 5-11 Click OK to exit

1. To check that the scheduler service is installed in the system, click the Windows Start button and select Programs --> Settings --> Control Panel --> Administrative Tools. 2. Click the Services. Locate the newly defined TSM scheduler service. It should be started.

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Figure 5-12 Windows services

5.2 Configure ITSM client scheduler in the TSM Server


In this example, we will use TSM administrator command line to configure the ITSM client scheduler: 1. In the TSM Server, click the Windows Start button and select Programs --> Tivoli Storage Manager --> Admin Command Line. 2. Issue the following command to create a client schedule:
define scheduler standard System_backup description="Backup OS and data using script" action=command onjects="C:\Progra~1\Cristie\Cristi~1\Scripts\systembackup.cmd" priority=5 startdate=07/03/2003 starttime="11:00:00

Note: If the directory folder name consists of two words, then replace the seventh character (exclude blank space) and all following with the special ~ (tilde) character. As in the example above, for example: C:\Program files\Cristie\Cristie BMR\Scripts becomes C:\Progra~1\Cristie\Cristi~1\Scripts 3. Define the client association with the schedule with the command:
define association standard system_backup cbres1

4. To display the defined client scheduler, run the command:


query sched

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Figure 5-13 To display client scheduler

5. To display the information about which client nodes are associated with one or more schedules, run the command:
query association

Figure 5-14 To display client nodes association

6. To check that the ITSM client scheduler is working, open a DOS command prompt at the client system and run the following command:
dsmc sched

Figure 5-15 dsmc sched command

To display the status of the scheduled events, run the TSM query event command.

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Figure 5-16 Query event command

5.3 CBMR/TSM backup script


The backup script used in the ITSM scheduler is placed under C:\Program files\Cristie\Cristie BMR\Scripts. It is one of the directories being backed up by CBMR DR backup. The backup script name called by the ITSM scheduler is systembackup.cmd which performs the CBMR DR backup and backs up the system data using the ITSM backup command.

Figure 5-17 C:\Program files\Cristie\Cristie BMR\Scripts\tsmbackup.cmd

We also make use of the ITSM client option file, dsm.opt to exclude some directories from being backed up by CBMR DR.

Figure 5-18 TSM client option file dsm.opt

5.3.1 Creating CBMR backup and restore scripts


The CBMR backup script DisRec.scp is generated by the CBMR DR module. This script backs up the core Windows files along with CBMR files and ITSM files. It can be generated using the following steps: 1. Open the main PC-Bax main program, and select Disaster Recovery. 72
IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

Figure 5-19 Select Disaster Recovery to perform a DR backup

2. Select Do a DR backup and the correct Storage device to use. Click Next to continue.

Figure 5-20 Select the correct storage device

3. Click Generate Backup and Restore scripts alone and click Next.

Figure 5-21 Click Generate Backup and Restore scripts alone

4. Both the scripts DisRec.scp and DisRest.scp are created under the directory C:\Program Files\Cristie\Cristie BMR. Click OK to exit.

Chapter 5. Automate the system backup using the ITSM scheduler

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Figure 5-22 Both DisRec.scp and DisRest.scp are created

Figure 5-23 Content of CBMR Backup script

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Figure 5-24 Content of CBMR Restore script

Chapter 5. Automate the system backup using the ITSM scheduler

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Appendix A.

List of files backed up by CBMR


In this appendix, we show a list of the files backed up by CBMR for the Windows NT and Windows 2000 environments.

Copyright IBM Corp. 2003. All rights reserved.

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A.1 Windows NT4 (Workstation, Server, Enterprise with service pack 4-6a)
C:\NTLDR C:\NTDETECT.COM C:\BOOT.INI C:\NTBOOTDD.SYS (If present) C:\BOOTSECT.DOS (If present) C:\PROGRAM FILES\CRISTIE\Cristie BMR 04.01\*.* (CBMR Installation folder with subdirectories) C:\PROGRAM FILES\TIVOLI\TSM\*.* (TSM Client installation folder with subdirectories) C:\WINNT\*.* (Windows installation folder with subdirectories.)

A.2 Windows 2000 (Professional, Server, Advanced Server standard installation or with service pack 1-3)
C:\NTLDR C:\NTDETECT.COM C:\BOOT.INI C:\NTBOOTDD.SYS (If present) C:\BOOTSECT.DOS (If present) C:\DOCUMENT AND SETTINGS\*.* (Include All Users and Default User and the subdirectories) C:\DOKUMENTE UND EINSTELLUNGEN\*.* (Present in a German 2000 installation) C:\PROGRAM FILES\CRISTIE\Cristie BMR 04.01\*.* (CBMR Installation folder with subdirectories) C:\PROGRAM FILES\TIVOLI\TSM\*.* (TSM Client installation folder with subdirectories)

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Appendix B.

CBMR DR Boot and System diskettes creation


In this appendix, we show you how to create the CBMR DR Boot and System diskettes. These two floppy diskettes together with the CBMR DR Configuration diskette are used to boot up the system into CBMR DR recovery console.

Copyright IBM Corp. 2003. All rights reserved.

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B.1 Creating CBMR DR Boot and System diskettes


Here are the steps: 1. Load in the CBMR installation CD-ROM. If AutoPlay is enabled in your system, the CBMR menu will display. If it does not display, double click SetupBmr.exe in the CD-ROM to launch it manually. Select CREATE FLOPPIES.

Figure 5-25 CBMR Installation Menu

2. To create CBMR DR Boot Diskette, select DR Boot Disk and click Create.

Figure 5-26 Select DR Boot Disk

3. Insert a blank floppy diskette into the floppy drive and click OK.

Figure 5-27 Click OK

4. Once this is completed, label the floppy diskette DR Boot. Click OK to exit.

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Figure 5-28 DR boot diskette is successfully created

5. To create CBMR DR System Disk, select DR System Disk and click Create.

Figure 5-29 Select DR system Disk

6. Insert a blank floppy diskette into the floppy drive and click OK. .

Figure 5-30 Click OK

7. Once this is completed, label the floppy diskette as DR System. Click OK to exit.

Figure 5-31 DR system diskette is successfully created

Appendix B. CBMR DR Boot and System diskettes creation

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Appendix C.

CBMR log and error description


In this appendix, we explain the description of some log files in CBMR. We also list the CBMR errors description.

Copyright IBM Corp. 2003. All rights reserved.

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C.1 Description of CBMR log files


To check the error logs on CBMR, access from PC-BaX main menus the Log Files.

The error will be in the file with the format of XXX.Err. TSM errors also propagated to the error logs. Backup logs in the CBMR are located in the following directory: C:\Program Files\Cristie\Cristie BMR\Logfiles The log files are in the format XXXXX.log: backup.log: Information related to backups disrec.log: Information related to disaster recovery backup Ofm.log: Information related to status of the open file module restore.log: Information related to restore verify.log: Information related to comparison of files on OS and TSM compare.log: Information related to byte by byte comparisons of OS and TSM files Restore logs can be written to the floppy diskettes /logs directory: disrec.log: Information related to Linux partitioning (before and after) lirst.log: Information about Linux restore of files lspci.log: lists the local PCI devices messages.log: Information about Linux error messages dsierror.log: TSM errors scsi.log: Information about SCSI devices, network card, kernel IP routing table

C.2 CBMR error definitions


The CBMR errors are grouped into several categories that identify the module that the error originated from. The following categories are currently defined:
Table 5-1 Category of CBMR errors

Category
BUS BMS MFS FSS

Description
Backup Software - Non-module specific Backup Manager Services Media Format Services File System Services

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Category
MLS SSS SMS

Description
Media Library Services Scheduler Services Storage Management Services

1. Category --- BUS (Backup Software - Non-module specific) BUS0001 -- General Error BUS0002 -- Unable to open file BUS0003 --- Unable to read file BUS0004 --- Unable to write file BUS0005 --- Memory allocation failure BUS0006 --- Invalid service module BUS0007 --- Service module not loaded BUS0008 --- Unable to load Backup Manager BUS0009 --- Unable to create Backup Folder BUS0010 --- Unable to create program object in backup folder BUS0011 --- Illegal request to remove NULL item from list BUS0012 --- File specifications must start from the root BUS0013 --- Invalid file specification in script BUS0014 --- DLL has already been loaded BUS0015 --- Cannot free a DLL that has not been loaded BUS0016 --- Operation has been aborted by the user BUS0017 --- Invalid Storage Device structure BUS0018 --- Invalid Storage Device name BUS0019 --- Invalid List Handle BUS0020 --- List is Read-Only BUS0021 --- List is empty BUS0022 --- Invalid Syntax specified on command line BUS0023 --- The maximum data size has been reached BUS0024 --- No script mode has been specified BUS0025 --- The Backup Manager has not been loaded BUS0026 --- Duplicate storage device name BUS0027 --- The requested operation is only allowed on a Robotics device BUS0028 --- The requested operation is only allowed on a Cascaded device BUS0029 --- Parameter error BUS0030 --- The requested operation is only allowed on a Library device BUS0031 --- There is at least one missing media in the library slots BUS0032 --- There are no elements/slots configured for this library device BUS0033 --- There are no drives configured for this robotics device

Appendix C. CBMR log and error description

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BUS0034 --- The end of media reached on the last element/slot in the library BUS0035 --- The name contains one or more reserved characters 2. Category --- BMS (Backup Manager Services) BMS0001 --- General failure BMS0002 --- Unable to read script file BMS0003 --- Script file contains an invalid entry BMS0004 --- Script file - missing = character BMS0005 --- No files were found to process BMS0006 --- No (valid) storage device has been specified BMS0007 --- Application error - invalid INI file operation requested BMS0008 --- No name was specified for the script BMS0009 --- Unable to create script file BMS0010 --- Device is not an autochanger BMS0011 --- Autochanger does not have a cartridge fitted BMS0012 --- Invalid SDS category in device specification BMS0013 --- Missing option in storage device specification BMS0014 --- Incorrect Volume in storage device BMS0015 --- Unable to write log file BMS0016 --- Cleaning cycle failed BMS0017 --- Cleaning cycle has been run BMS0018 --- Invalid File specification in script BMS0019 --- Missing date delimiter BMS0020 --- Invalid date in script BMS0021 --- Invalid month in date BMS0022 --- Invalid Day in script BMS0023 --- Device is not available BMS0024 --- Invalid Volume Handle BMS0025 --- Memory Allocation failure BMS0026 --- Unable to open log file BMS0027 --- Unable to access drive BMS0028 --- Invalid Media Library Operation BMS0029 --- The Media Library Services module is not available BMS0030 --- The Backup Manager is already open BMS0031 --- The Backup Manager has not been opened BMS0032 --- Invalid Object Type BMS0033 --- Invalid List Handle BMS0034 --- Request to free list not allocated by the Backup Manager BMS0035 --- Request to free list not allocated by the Backup Manager

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BMS0036 --- Unable to delete specified object BMS0037 --- The specified scheduler job is invalid BMS0038 --- The specified scheduler job is not running BMS0039 --- Unable to attach to specified scheduler job BMS0040 --- The specified scheduler job has terminated BMS0041 --- The specified scheduler job is already attached BMS0042 --- The specified scheduler job has not been attached BMS0043 --- The specified scheduler job has been detached BMS0044 --- Script name is invalid BMS0045 --- Unable to open user info file BMS0046 --- User info file has incomplete entry BMS0047 --- Unable to add network connection BMS0048 --- Invalid object type BMS0049 --- Logon failure BMS0050 --- Invalid use of NULL as parameter BMS0051 --- Incorrect Operating system for this version BMS0052 --- Unknown property specified BMS0053 --- This function is not available in this version BMS0054 --- Operation aborted by user BMS0055 --- The trial period for this product has expired BMS0056 --- This product is not installed correctly or it has been tampered with. Please reinstall

3. Category --- MFS (Media Format Services) MFS0001 --- General Error MFS0002 --- Invalid structure on media MFS0003 --- Dataset not found MFS0004 --- Invalid media position requested MFS0005 --- File mark reached MFS0006 --- Memory allocation failure MFS0007 --- Missing storage device option MFS0008 --- Data compression failure MFS0009 --- Invalid/missing Dataset password MFS0010 --- Invalid/missing Media Header password MFS0011 --- No more datasets exist MFS0012 --- Invalid Media Header MFS0013 --- Invalid Dataset Header MFS0014 --- Operation aborted by user MFS0015 --- Incorrect media name

Appendix C. CBMR log and error description

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MFS0016 --- Missing Filemark MFS0017 --- Invalid Backup Manager Request MFS0018 --- Unable to access application Queue MFS0019 --- Unable to access I/O Queue MFS0020 --- Unable to read application Queue MFS0021 --- Unable to write Application Queue MFS0022 --- Unable to write I/O Queue MFS0023 --- Unable to read I/O Queue MFS0024 --- I/O operation has stopped MFS0025 --- Media Info Buffer is too small for Library Info MFS0026 --- Dataset Info Buffer is too small for Library Info MFS0027 --- This volume does not contain a valid media header MFS0028 --- Media is write protected MFS0029 --- The block size is too large - maximum is 64k MFS0030 --- There is no storage device selected MFS0031 --- Bad File Header MFS0032 --- This media contains an older format backup. MFS0033 --- This media contains a newer format backup.

4. Category --- FSS (File System Services) FSS0001 --- Unable to open file FSS0002 --- Unable to get file/directory Info FSS0003 --- Unable to get Extended Attribute Info FSS0004 --- Unable to get Access Control List Info FSS0005 --- File Read Error FSS0006 --- File Write Error FSS0007 --- Unable to select directory FSS0008 --- Unable to create directory FSS0009 --- Compare failed FSS0010 --- File skipped FSS0011 --- File sizes are different FSS0012 --- File not found FSS0013 --- Operation aborted by user FSS0014 --- Unknown support module FSS0015 --- Path not found FSS0016 --- Unable to set file/directory Info FSS0017 --- Unable to set Extended Attribute Data FSS0018 --- Unable to set Access Control List (ACL) FSS0019 --- System File - File ignored 88
IBM Tivoli Storage Manager: Bare Metal Restore for Windows with Cristie BMR

FSS0020 --- Unable to replace registry file FSS0021 --- Unable to backup registry file FSS0022 --- Error backing up file data FSS0023 --- Unable to create temporary filename FSS0024 --- Unable to create file FSS0025 --- The file size has increased during the backup FSS0026 --- The file size has decreased during the backup FSS0027 --- Unable to open directory handle FSS0028 --- Error writing NT file/directory stream header FSS0029 --- Error writing NT file/directory stream data FSS0030 --- Unable to set file/directory compression state FSS0031 --- Unable to set file/directory access times FSS0032 --- File too big

5. Category --- MLS (Media Library Services) MLS0001 --- General failure MLS0002 --- Unable to create new media library entry MLS0003 --- Unable to initialize new media library entry MLS0004 --- Unable to append to media library entry MLS0005 --- Unable to open media library entry MLS0006 --- Unable to close media library entry MLS0007 --- Invalid Media Library volume handle MLS0008 --- Invalid/missing volume password MLS0009 --- Invalid/missing dataset password MLS0010 --- Attempt to access a volume that has not been opened MLS0011 --- Access Denied - no password has been specified MLS0012 --- Unable to read media library volume info MLS0013 --- Unable to write media library volume info MLS0014 --- Unable to read media library dataset entry MLS0015 --- Unable to write media library dataset entry MLS0016 --- Unable to read media library directory info MLS0017 --- Unable to write media library directory info MLS0018 --- Unable to read Media Format Specific volume information MLS0019 --- Unable to write Media Format Specific volume information MLS0020 --- Invalid Volume List MLS0021 --- Invalid callback address passed MLS0022 --- No more datasets exist for this volume MLS0023 --- Unable to find the specified dataset entry MLS0024 --- Attempt to access an unspecified dataset
Appendix C. CBMR log and error description

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MLS0025 --- Unable to find specified directory path MLS0026 --- The currently open volume does not contain any information MLS0027 --- The currently selected dataset does not contain any information MLS0028 --- No file information available MLS0029 --- Unable to rename media library entry MLS0030 --- Unable to delete media library entry MLS0031 --- Invalid file query specification Category --- SSS(Scheduler Services) SSS0001 --- Unable to start the scheduler session SSS0002 --- The scheduler has not been started SSS0003 --- This job is running and cannot be removed SSS0004 --- Invalid job number SSS0005 --- This job already exists SSS0006 --- The scheduler is not responding SSS0007 --- Job has been held SSS0008 --- Invalid command has been sent to the scheduler SSS0009 --- Unable to update this job SSS0010 --- Non specific error reported by the scheduler SSS0011 --- Unable to find requested program SSS0012 --- Invalid option SSS0013 --- Unable to open the scheduler log file SSS0014 --- Scheduler has not been initialized Category --- SMS (Storage Management Services) SMS0001 --- There has been a failure with the Linked List Mechanism. SMS0002 --- Unable to read list. SMS0003 --- Unable to allocate memory. SMS0004 --- The specified device does not exist. SMS0005 --- Unable to resolve which device is being specified. SMS0006 --- The device is in use. SMS0007 --- A parameter passed to the SMS was invalid. SMS0008 --- The selected device is not ready. SMS0009 --- The device is reporting a media error. SMS0010 --- The device is reporting a hardware failure. SMS0011 --- The specified operation is not permitted by the device. SMS0012 --- There has been a reset, power loss or media change. SMS0013 --- The media in the device is write protected. SMS0014 --- The media in the device is blank and cannot be read.

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SMS0015 --- The device is reporting a vendor specific error. SMS0016 --- The device has aborted a copy operation. SMS0017 --- The device has aborted the current command. SMS0018 --- The device is reporting an error where two things are the same. SMS0019 --- The device is reporting an overflow error. SMS0020 --- The device is reporting a compare failure. SMS0021 --- The device is reporting an unknown error. SMS0022 --- The device has detected a filemark (tape mark). SMS0023 --- The device has reached the end of the media. SMS0024 --- The blocksize on the media does not match the selected size. SMS0025 --- The device has reached the physical end of the media. SMS0026 --- The data buffer has been partially written. SMS0027 --- The specified media is in use. SMS0028 --- The source location does not contain media. SMS0029 --- The destination location already has media in it. SMS0030 --- The media cannot be found. SMS0031 --- The specified device is a library. SMS0032 --- Unable to open the selected device at SDS level. SMS0033 --- Unable to select the interface at SDS level. SMS0034 --- Unable to select the adapter at SDS level. SMS0035 --- Unable to select the device at SDS level. SMS0036 --- Unable to check device because it is busy. SMS0037 --- The SDS is reporting an error accessing the SDI. SMS0038 --- The SDI is reporting a general error. SMS0039 --- The SDI is reporting a data transfer error. SMS0040 --- The SDI is reporting an error from the device. SMS0041 --- The SDS is reporting a Sense error. SMS0042 --- The SDS is reporting an API error. SMS0043 --- The selected SDS function is not supported. SMS0044 --- The Storage Manager is unable to refresh the list of devices. SMS0045 --- Media is not loaded in the selected device. SMS0046 --- Unable to deallocate drives. SMS0047 --- The SM has encountered an error with a Mutex Object. SMS0048 --- The requested media has not been found. SMS0049 --- The error is unknown. SMS0050 --- The barcode is not available. SMS0051 --- Unable to set TSM Protocol. SMS0052 --- Unable to set TSM Option 1. SMS0053 --- Unable to set TSM Option 2.

Appendix C. CBMR log and error description

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SMS0054 --- Unable to set TSM Port. SMS0055 --- Unable to set TSM Node Name. SMS0056 --- Unable to set TSM Password. SMS0057 --- Unable to set TSM File System Name. SMS0058 --- Unable to set TSM Server Name. SMS0059 --- This error is SDS Specific.

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Back cover

IBM Tivoli Storage Manager: Bare Machine Recovery for Windows with Cristie BMR
Use Cristie BMR with ITSM, to protect your Windows environment Learn how to configure your system for recovery Secure your server environment
This Redpaper describes the use of IBM Tivoli Storage Manager (ITSM) with Cristie BMR Bare Machine Recovery product, to perform the Bare Metal Restoration of Microsoft Windows environments. Cristie BMR provides a methodology to perform Bare Machine Recovery of Microsoft Windows environments. Cristie BMR is closely coupled to IBM Tivoli Storage Manager to provide a straight-forward methodology to recover from catastrophic server failures. In this paper, we describe the steps to set up your systems to prepare for system recovery, and show examples of actual recovery scenarios using ITSM with Cristie BMR.

Redpaper
INTERNATIONAL TECHNICAL SUPPORT ORGANIZATION

BUILDING TECHNICAL INFORMATION BASED ON PRACTICAL EXPERIENCE


IBM Redbooks are developed by the IBM International Technical Support Organization. Experts from IBM, Customers and Partners from around the world create timely technical information based on realistic scenarios. Specific recommendations are provided to help you implement IT solutions more effectively in your environment.

For more information: ibm.com/redbooks

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