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CYA HOTBackup 3.2 Administrator’s Guide

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  • CYA HOTBackup 3.2 Administrators Guide

  • Administrators Guide P a g e | 1

    Table of Contents

    Copyright & Trademarks ............................................................................................................................... 4

    Preface .......................................................................................................................................................... 5

    Conventions .............................................................................................................................................. 5

    References ................................................................................................................................................ 5

    CYA Technical Support ................................................................................................................................. 6

    Telephone ................................................................................................................................................. 6

    E-mail ........................................................................................................................................................ 6

    Web ........................................................................................................................................................... 6

    Chapter 1....................................................................................................................................................... 7

    CYA Solution Overview ............................................................................................................................ 7

    System Architecture .................................................................................................................................. 8

    Prerequisites ........................................................................................................................................... 11

    EMC Documentum Content Server Platforms ................................................................................... 11

    Full-Text Index Servers ...................................................................................................................... 12

    Database Server ................................................................................................................................. 13

    Enterprise System Backup Applications............................................................................................. 13

    CYA HOTBackup Server Prerequisites .............................................................................................. 15

    CYA HOTBackup Client Prerequisites ............................................................................................... 17

    SMTP Server ...................................................................................................................................... 17

    Time Synchronization ......................................................................................................................... 19

    IPv6 Support ....................................................................................................................................... 19

    Application default port matrix: ........................................................................................................... 19

    Chapter 2..................................................................................................................................................... 20

    Server Installation ................................................................................................................................... 20

    Deploy from Tomcat Manager ............................................................................................................ 20

    Deploy from webapps directory .......................................................................................................... 20

    Client Installation .................................................................................................................................... 20

  • Administrators Guide P a g e | 2

    Server Initial Configuration ..................................................................................................................... 25

    Chapter 3 - Application Management ......................................................................................................... 27

    Navigation Bar ........................................................................................................................................ 27

    Settings ................................................................................................................................................... 27

    SMTP Settings .................................................................................................................................... 28

    Jobs Manager ......................................................................................................................................... 32

    General Information ............................................................................................................................ 33

    Component Settings ........................................................................................................................... 33

    Database Settings .............................................................................................................................. 34

    Full Text Index Settings .................................................................................................................... 34

    Backup System Settings .................................................................................................................... 35

    Job Schedule ...................................................................................................................................... 38

    Logs ........................................................................................................................................................ 39

    Help ......................................................................................................................................................... 39

    Chapter 4..................................................................................................................................................... 40

    Advanced Configurations ........................................................................................................................ 40

    Configuration for Multiple Content Servers with a single repository .................................................. 40

    Specifying a custom SAVE SET for the backup operation (NetWorker) ............................................ 41

    Excluding Storage Areas from a backup job ...................................................................................... 41

    Chapter 5..................................................................................................................................................... 42

    Changing HOTBackup Security .............................................................................................................. 42

    Changing a HOTBackup Client username or password .................................................................... 42

    The cyahb_client_params.properties file............................................................................................ 42

    Changing the RMI port on the CYA HOTBackup Server ................................................................... 43

    Chapter 6..................................................................................................................................................... 44

    NDMP NAS Backups .............................................................................................................................. 44

    Using the CYA HOTBackup replace command to perform NAS backups via NDMP with EMC

    NetWorker (nsrndmp_save) ............................................................................................................... 44

  • Administrators Guide P a g e | 3

    Appendix A .................................................................................................................................................. 46

    Known Issues and Notes ........................................................................................................................ 46

    Notes .................................................................................................................................................. 46

    Known Issues ..................................................................................................................................... 47

    Appendix B .................................................................................................................................................. 50

    Glossary .................................................................................................................................................. 50

    Appendix C .................................................................................................................................................. 51

    Sample Scripts ........................................................................................................................................ 51

    Database Backup Scripts ................................................................................................................... 51

    FTI Backup Scripts ............................................................................................................................. 52

  • Administrators Guide P a g e | 4

    Copyright & Trademarks

    CYA HOTBackup 3.2 Administrators Guide

    This document supports CYA HOTBackup 3.2

    April 2014

    enChoice, the enChoice logo, and CYA HOTBackup are trademarks or registered trademarks of

    enChoice, Inc. All other company names or product names referenced in this document may be

    trademarks of their respective owners.

    No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or

    by any means: electronic, mechanical, photocopying, recording, or otherwise, without the prior written

    permission of the publisher.

    2006-2014, enChoice, Inc. All Rights Reserved.

    enChoice, Inc.

    4280 S. Kyrene Rd

    Tempe, AZ, 85284

    U.S.A.

    Phone: 480.477.3838

    Fax: 480.477.3839

    http://www.enchoice.com

  • Administrators Guide P a g e | 5

    Preface

    This guide describes how to administer CYA HOTBackup. Throughout this guide CYA HOTBackup will be

    referred to as HOTBackup.

    Conventions

    This guide uses the following conventions.

    Convention Meaning

    Bold Used in procedures to indicate the name of a user interface object such as a menu or button.

    Also used in procedures to indicate text that you type in a user interface object such as a text

    box.

    Italic Used to indicate a glossary term or book title.

    Select Used in a procedure to indicate that you should select a user interface object, such as an

    item from a list, or a check box.

    Click Used in a procedure to indicate that you should click the left mouse button to select a user

    interface object, such as a button tab, or shortcut menu.

    References

    This guide describes how to manage system backups using HOTBackup. This guide references the

    following related documentation.

    Reference Document Publisher

    EMC Documentum Content Server Administrator's Guide EMC Documentum

    EMC Networker Administration Guide EMC

    EMC Networker Installation Guide EMC

    Symantec NetBackup Administration Guide Symantec

    Symantec NetBackup Installation Guide Symantec

    IBM Tivoli Storage Manager (TSM) Administration Guide IBM

    IBM Tivoli Storage Manager (TSM) Installation Guide IBM

  • Administrators Guide P a g e | 6

    CYA Technical Support

    CYA maintains three ways to contact Technical Support for issues or questions related to the use of CYA

    software as noted below. CYA Technical Support maintains the hours of operation and priority call back

    times as defined in your annual maintenance contract.

    Telephone

    You can contact technical support at (480) 889-5951 , Monday Friday, from 9:00 a.m. - 9:00 p.m. (ET).

    E-mail

    You can send an e-mail with a description of the error encountered for which you require assistance to

    [email protected].

    Web

    You can connect to the CYA Support Web site and log your request for assistance at

    http://support.cya.com. This method requires you to have an established user account. If you do not

    currently have an account you can register for one at http://support.cya.com.

    CallSend SMSAdd to SkypeYou'll need Skype CreditFree via Skype

  • Administrators Guide P a g e | 7

    Chapter 1

    CYA Solution Overview

    CYA HOTBackup enables companies to mitigate and even eliminate planned Documentum downtime by

    performing hot, consistent backups of the entire Documentum application that are automatically stored

    and managed within EMC NetWorker, EMC Avamar, Symantec NetBackup or IBM Tivoli Storage

    Manager. CYA HOTBackup software can leverage the existing components of your backup solution in

    such a way as to perform a consistent backup of all Documentum components, avoiding the following:

    Orphaned Content: Content files that are unreferenced in the database

    Broken Links: Database references that point to content that does not exist

    It is possible for a very small number of content files to be backed up that are unreferenced in the

    database; this ensures that no broken links (see below) will exist.

    CYA HOTBackup is designed to automate the backup processes associated with Documentum and

    provide more synchronous backups of your entire Documentum environment. It is not a stand-alone

    backup tool; therefore, it requires existing backup software to operate.

    CYA HOTBackup is designed to integrate seamlessly with CYAs flagship product, CYA

    SmartRecovery. CYA SmartRecovery mitigates unplanned Documentum downtime by enabling hot,

    granular recovery of Documentum objects in response to logical failures such as viruses, power surges,

    and user/programmatic errors.

  • Administrators Guide P a g e | 8

    System Architecture

    CYA HOTBackup automates the backup steps required to take a synchronized backup of your

    Documentum environment while it remains live (hot). CYA HOTBackup is web application and requires a

    Web Application Server. All operations are performed through the web interface.

    CYA HOTBackup Server

    Apache Tomcat - Required application server for CYA HOTBackup Server deployment. This can be an

    existing instance or an instance can be deployed on any environment that meets Tomcat requirements.

    Documentation Foundation Classes (DFC) Required for integration with the EMC Documentum

    Content Server

    xPlore Server

  • Administrators Guide P a g e | 9

    CYA HOTBackup Client- Required for Integration with the CYA HOTBackup server.

    Backup Client Required for CYA HOTBackup to store the xPlore backup performed on the backup

    server.

    Database Server

    CYA HOTBackup Client- Required for Integration with the CYA HOTBackup server.

    RMAN / MS SQLCMD Required for CYA HOTBackup native backup of the database.

    Backup Client Required for CYA HOTBackup to store the database backup on the backup server. In

    addition, clients can leverage the system backup database module/agents for the database.

    Other supported methods via scripting:

    o RMAN or MSSQL backup scripts managed by the database administrator

    o Native database backup solution, i.e. Oracle RMAN, Microsoft VSS

  • Administrators Guide P a g e | 10

    EMC Documentum Content Server

    CYA HOTBackup Client- Required for Integration with the CYA HOTBackup server.

    Documentation Foundation Classes (DFC) Required for integration with the EMC Documentum

    Content Server

    Backup Client Required to be installed on the Content Server. CYA HOTBackup client will leverage the

    client to execute the backup of the content.

    Enterprise Backup Server

    Backup Server A supported backup system needs to deployed. CYA HOTBackup has native support

    for EMC Networker, EMC Avamar, Symantec NetBackup and IBM Tivoli Storage Manager. HP Data

    Protector is supported via the CYA HOTBackup scripting mode.

  • Administrators Guide P a g e | 11

    Prerequisites

    EMC Documentum Content Server Platforms

    The following table lists the Content Server software requirements. Please refer to the appropriate EMC

    Documentum Content Server documentation for supported software versions.

    Content Server Operating System RDBMS

    6.0, SP1 Windows Oracle, SQL Server

    6.0, SP1 Red Hat Enterprise Linux Oracle

    6.0, SP1 SUSE Linux Enterprise Server Oracle

    6.0, SP1 Solaris Oracle

    6.0, SP1 AIX Oracle

    6.5, SP1-SP3 Windows Oracle, SQL Server

    6.5, SP1-SP3 Red Hat Enterprise Linux Oracle

    6.5, SP1-SP3 SUSE Linux Enterprise Server Oracle

    6.5, SP1-SP3 Solaris Oracle

    6.5, SP1-SP3 AIX Oracle

    6.6 Windows Oracle, SQL Server

    6.6 Red Hat Enterprise Linux Oracle

    6.6 SUSE Linux Enterprise Server Oracle

    6.6 Solaris Oracle

    6.6 AIX Oracle

    6.7, SP1 Windows Oracle, SQL Server

    6.7, SP1 Red Hat Enterprise Linux Oracle

  • Administrators Guide P a g e | 12

    6.7, SP1 SUSE Linux Enterprise Server Oracle

    6.7, SP1 Solaris Oracle

    6.7, SP1 AIX Oracle

    7.0 Windows Oracle, SQL Server

    7.0 Red Hat Enterprise Linux Oracle

    7.1 Windows Oracle, SQL Server

    7.1 Red Hat Enterprise Linux Oracle

    Full-Text Index Servers

    The following the Supported Full-Text Index Servers

    Versions

    xPlore 1.0, 1.1, 1.2, 1.3,1.4

    Fast Index Server

    Environment variables - Set CYA_XPLORE_HOME for the xPlore install directory (for example,

    c:\xPlore) and JAVA_HOME (for example, c:\xPlore\jdk).

    It is a requirement of xPlore that keep-xdb-transational-log is set to true in order to perform

    incremental backups. Please set this value accordingly using either of the following methods:

    a. Launch the xPlore Admin Console

    b. Navigate to System Overview -> Global Configuration -> Engine Tab

    c. Set keep-xdb-transational-log to true

    -OR-

    1.

    a. From the command line, run /dsearch/xhive/admin/XHAdmin to start

    xDB administrator

    b. Click Menu Database -> Connect

    c. Login

  • Administrators Guide P a g e | 13

    d. Click Menu Federation -> Change keep-log-file option

    e. Enter password and click Check Password

    f. Check Keep log files, and click OK

    Database Server

    If you plan to use Native (Standard) mode for database backups, you must ensure the PATH

    Environment Variable contains a reference to the appropriate database backup tools on the HOTBackup

    Client machine:

    SQLServer requires sqlcmd

    Oracle requires RMAN

    o If you wish to use authenticated (OS) login for your Oracle backups, the ORACLE_SID

    Environment Variable must also be set.

    Oracle Deployments require ARCHIVELOG mode must be turned on for hot backups.

    Enterprise System Backup Applications

    The following table lists the Backup Server software requirements.

    Backup Software Versions

    EMC NetWorker 7.x, 8.x

    EMC Avamar 7.x

    Symantec NetBackup 7.x

    IBM Tivoli Storage Manager 5.x, 6.x

    Other backup applications can be supported via Script Mode

    NetWorker prerequisites:

    Append the absolute path of the backup software client directory to the PATH environment variable

    on each server to be backed up by CYA HOTBackup

    Windows default installation path: C:\Program Files\Legato\nsr\bin

    Linux/Unix default installation path: /usr/sbin

    Avamar prerequisites:

  • Administrators Guide P a g e | 14

    Append the absolute path of the backup software client directory to the PATH environment variable

    on each server to be backed up by CYA HOTBackup

    Windows default installation path: C:\Program Files\avs\bin

    Linux/Unix default installation path: /usr/local/avamar/bin

    NetBackup prerequisites:

    Append the absolute path of the backup software client directory to the PATH environment variable

    on each server to be backed up by CYA HOTBackup

    Windows default installation path: C:\Program Files\VERITAS\NetBackup\bin

    Linux/Unix default installation path: /usr/openv/netbackup/bin

    Create one or more policies to be used by CYA HOTBackup. Add a user backup schedule called

    "User" to the policies. If you would like to use a default policy, the policy creation is not necessary,

    however, you must still add the "User" schedule to the policy.

    Using the concurrent DB & FTI jobs option requires the CYA HOTBackup client to be installed on the

    NetBackup server.

    Install CYA HOTBackup Client on the NetBackup server and add the "admincmd" folder (under the

    NetBackup bin directory) to the PATH environment variable. Note the CYA HOTBackup client user

    name and password just created. These will be used in the "Manage HOTBackup Client Settings for

    NetBackup Server" section in the CYA HOTBackup settings page.

    The FTI policy name used in this option needs to be unique for identifying activity of the job. Create a

    new policy described above. The policy name will be used for the "FTI Policy Name" field in the CYA

    HOTBackup job configuration page (also the "Wait for FTI backup to complete" checkbox needs to be

    unchecked for this option).

    Using the multi-streaming option for SA backups requires the CYA HOTBackup client to be installed

    on the NetBackup server.

    Install CYA HOTBackup Client on the NetBackup server and add the "admincmd" folder (under the

    NetBackup bin directory) to the PATH environment variable. Note the CYA HOTBackup client user

    name and password just created. These will be used in the "Manage HOTBackup Client Settings for

    NetBackup Server" section in the CYA HOTBackup settings page.

    Create a new policy used for the SA backup on the master server. For the full job create a full backup

    schedule called Full. For the incremental job create an incremental backup schedule called

    Incremental. Add the content server machine name in the Clients tab and leave Backup

    Selections empty. Check the Allow multiple data streams checkbox in the Attributes tab. The

    policy name will be used for the "SA Policy Name" field in the CYA HOTBackup job configuration

    page (also the "SA Backup on the Master Server" checkbox needs to be checked for this option).

    Create any policy(ies) you wish to use for the backup jobs prior to configuring the backups in CYA

    HOTBackup. If planning to leverage the NetBackup for SQL Server Agent, you must create at least

    one MS-SQL-Server type policy. The DB server must be listed as a client for this policy.

    TSM prerequisites:

    Append the absolute path of the backup software client directory to the PATH environment variable

    on each server to be backed up by CYA HOTBackup

    Windows default installation path: C:\Program Files\Tivoli\TSM\baclient

    Linux/Unix default installation path: /opt/tivoli/tsm/client/ba/bin

    Set the DSM_DIR environment variable on each server to be backed up by CYA HOTBackup

  • Administrators Guide P a g e | 15

    Windows default installation path: C:\Program Files\Tivoli\TSM\baclient

    Linux/Unix default installation path: /opt/tivoli/tsm/client/ba/bin

    Set the DSM_CONFIG environment variable on each server to be backed up by CYA HOTBackup

    Windows default installation path: C:\Program Files\Tivoli\TSM\baclient\dsm.opt

    Linux/Unix default installation path: /opt/tivoli/tsm/client/ba/bin/dsm.opt

    The archive storage pool is required on the TSM server since CYA HOTBackup uses the "dsmc

    archive" command.

    Backup Client Requirements

    All Documentum server components must have an existing backup client installed on them prior to

    configuring CYA HOTBackup:

    o Content Server: Must have the File System Client from the backup software vendor

    o FTI Server: Must have the File System Client from the backup software vendor

    o Database Server: Must have the appropriate database-specific client from the backup

    software vendor, OR a standard backup client and a database-vendor specific backup

    solution such as Microsoft SQL VSS or Oracle RMAN

    Appropriate Networker, NetBackup or Tivoli Storage Manager DB Modules are required if you plan

    to use Networker, NetBackup or Tivoli Storage Manager to back up the database(s) in your

    environment. Alternatively, HOTBackup supports the usage of database-specific backup software,

    such as SQLServer VSS or Oracle RMAN.

    CYA HOTBackup Server Prerequisites

    Operating Systems

    Microsoft Windows Server

    Linux

    Solaris

    * Must be minimum requirements to Apache Tomcat Server and MySQL Server

    The Documentum Foundation Classes (DFC) - must be installed on the server where you plan to

    deploy CYA HOTBackup

  • Administrators Guide P a g e | 16

    The DFC standalone installer may be downloaded from EMCs Powerlink website

    DFC version should match the version of the Content Server that is installed

    Apache Tomcat Server supported for CYA HOTBackup Server

    The following table lists the Application Server software requirements.

    Application Server Software Versions

    Apache Tomcat 6.x, 7.x

    Apache Tomcat changes:

    Add dctm.jar and Documentum config path to common.loader in catalina.properties file

    Ex: Modify common.loader section to add Documentum paths, as follows:

    common.loader=${catalina.base}/lib,${catalina.base}/lib/*.jar,${catalina.home}/lib,${catalina.home}/lib/

    *.jar,C:/Program Files/Documentum/dctm.jar,C:/Documentum/config

    Regardless of your Operating System, you must use forward slashes ("/") in the

    catalina.properties file.

    Ensure a tomcat user is configured to enable login to the manager webapp

    Tomcat 7.x only, to support war file larger than 50M (size of cyahotbackup.war is approximately

    110MB)

    a. Edit /webapps/manager/WEB-INF/web.xml

    b. Increase max-file-size and max-request-size (i.e. 150000000)

    52428800

    52428800

    0

    While backups of AIX servers are supported by the CYA HOTBackup software, deploying the CYA

    HOTBackup server software on AIX is not supported.

  • Administrators Guide P a g e | 17

    Digital Shredding is not supported at this time and needs to be disabled while the backup jobs are

    running

    If you are installing CYA HOTBackup server on a Linux 64bit machine you might have to install a

    32bit libgcc library prior to deploying CYA HOTBackup.

    CYA HOTBackup Client Prerequisites

    Operating Systems

    Microsoft Windows Server

    Linux

    Solaris

    AIX

    HP-Itanium

    HP-RISC

    RMI connectivity is required between the CYA HOTBackup Server and any remote machines where

    the CYA HOTBackup Client is installed. The default server port for RMI is 1099 and the default

    client port for RMI is random. The RMI ports can be configured.

    SMTP Server

    Job notifications are completed via SMTP. This requires an SMTP server to be available and

    authentication credentials if required.

    Required Credentials and Permissions required for CYA HOTBackup

    Credentials

  • Administrators Guide P a g e | 18

    A Documentum user with sufficient privileges to start and stop jobs

    An administrator for the Backup Server

    Users with local administrative rights on each Documentum Server Component

    Permission Requirements

    To ensure successful backups, permissions must be granted appropriately for all files to be backed up.

    This includes:

    o All filestore directories and files

    o All database data and log files

    o All FTI files

    o Any Installation & Configuration Files (ICF) that need to be backed up

    The user to which the permissions must be granted for all files listed, as well as any other files that

    require backing up, varies based on the OS being used:

    On Windows: The user configured as the service logon account for CYA HOTBackup Client services.

    By default, for Documentum content, only the SYSTEM user and the Documentum Installation Owner

    are granted access.

    On UNIX/LINUX: The user that started the HOTBackup Client. By default, for Documentum content,

    only the Documentum Installation Owner is granted access.

    If you are backing up a remote file system, such as a UNC-path, the CYA HOTBackup client service is

    required to be configured with permissions to access the file system.

    it is required that a user running the CYA HOTBackup client has the proper permissions to access

    the content.

    If backing up any files or directories via NFS using Symantec NetBackup, you must enable the

    "Follow NFS" option in the policy.

    If backing up files or directories in a different file system using Symantec NetBackup, enable the

    "Cross Mount Points" option in the policy.

  • Administrators Guide P a g e | 19

    Time Synchronization

    Server times must be synchronized between all servers that will be operating under the control of

    HOTBackup. This includes:

    The CYA HOTBackup server host

    Any remote hosts

    The backup server host

    IPv6 Support

    If your machines have IPv6 enabled, please add a line to the "C:\Windows\System32\drivers\etc\hosts"

    file on the CYA HOTBackup machine for each remote server with IPv6 enabled:

    [IP address] [machine name]

    i.e: 133.33.1.99 cyamachine1

    Application default port matrix:

    Tomcat: 8080 - HOTBackup server

    SMTP: 25 - SMTP server

    Documentum: 1489 - Connection Broker host (Content Server)

    HOTBackup Client/Server RMI: 1099 + Any random - Database , Content, and Fulltext servers

    MySQL: 3306 - HOTBackup server

    EMC Networker, Symantec Netbackup and IBM TSM: Please see the vender specific documentations

  • Administrators Guide P a g e | 20

    Chapter 2

    Server Installation

    Installation of the CYA HOTBackup Server is completed by deploying the cyahotbackup.war file. The

    typical methods for deploying are via Tomcat Manager or by copying the cyahotbackup.war to the

    webapps directory:

    Deploy from Tomcat Manager

    1. Open tomcat manager in browser (http://:/manager)

    2. Browse to WAR file to deploy section, and click Browse

    3. Choose CYA HOTBackup war file (cyahotbackup.war), and click Open

    4. Click Deploy

    Deploy from webapps directory

    1. Copy cyahotbackup.war to Tomcat webapps directory.

    2. Verify the war file was deployed on the Apache Tomcat instance, if the war file does not deploy on its

    own you will need to restart the Apache Tomcat instance.

    Client Installation

    The CYA HOTBackup Client components must be installed on all remote machines. To install the Client,

    run the installer and the Wizard will guide you. The CYA HOTBackup client must be installed by the

    same OS user used to install the software relevant to Documentum on that server. Please see below:

    Content Server: DM Install Owner

    FTI Server: FTI Install Owner

    Oracle DB Server: Oracle Install user

    MS SQL DB Server: Admin user

    On UNIX/LINUX:

    If a console installation is desired, specify -i console on the command line.

    The CYA HOTBackup client will be automatically started after the installation, however, if you

    need to start/stop/restart it at later time (for example, after rebooting the machine) you need to

    manually run the "cyahbclientservice.sh" script. For example, run the command

    "./cyahbclientservice.sh start".

  • Administrators Guide P a g e | 21

    Read the introductory notes

    Press Next

    Enter the location where you would like to install the Client application

    Press Next

  • Administrators Guide P a g e | 22

    Enter the same user id and password as you specified in the CYA HOTBackup repository settings page

    for this server; change the RMI port if you would like

    If you change the RMI port for the Client, you must change it on server, as well; please see "Chapter 5 -

    Security & Properties" for details

    Press Next

  • Administrators Guide P a g e | 23

    Select the desired level of logging for the Client application and enter remote hosts, if desired, separating

    multiple hosts by commas (with no leading or trailing spaces)

    Press Next

    Review the configuration summary

    Press Install

  • Administrators Guide P a g e | 24

    Verify successful installation and review the installation path

    You may be prompted to restart the system. This can be done at a later time.

    Press Done to exit the installation wizard

  • Administrators Guide P a g e | 25

    Server Initial Configuration

    Once the CYA HOTBackup software is successfully installed, you can address your web browser to:

    http://[machine name]:[Apache Port number]/cyahotbackup

    The following screen will be displayed:

    Please enter a Directory to be used to store the CYA HOTBackup application settings. A small database

    will be created in this directory, as well as some helper files required by the HOTBackup software. Please

    note this directory must already exist, as it will not be created automatically by the Wizard. It is

    recommended that the directory be empty.

    If there is a previous installation of CYA HOTBackup and you would like to recreate all DB tables, enable

    the Recreate CYA Tables if they already exist checkbox. Please note that by recreating CYA tables all

    previously entered configuration will be lost. You also have the option to upgrade existing tables; for

    clients upgrading from v.2.0 or v.3.0 (no changes from v.3.1.x), this option should be selected if you wish

    to keep your configurations.

    If you would like to reuse the same database and configuration files as a previous installation, be sure to

    choose the same Directory as before.

    If you would like to upgrade your existing DB tables from a previous CYA HOTBackup installation

    older than v.3.1, you must verify the provided DB scripts in the CYA HOTBackup installation

    directory BEFORE you complete this page and select "Configure". Navigate to [Installation

    Directory]/WEB-INF/classes/scripts and rename the correct script from the list below to

    "upgrade_hb_database.sql". This will require first renaming the existing script by that name.

    The following scripts are available:

    "upgrade_hb_database_20_to_32.sql" is used to upgrade v2.0 to v3.2

    "upgrade_hb_database_30_to_32.sql" is used to upgrade v3.0 to v3.2

  • Administrators Guide P a g e | 26

    The selection Recreate CYA Tables if they already exist will delete all previous information, such

    as backup jobs and job logs.

    Click Configure.

    Once the configuration successfully completes, the Login button will become enabled; click it to be

    presented with the following screen:

    This is a one-time screen that allows you to create the HOTBackup administrators username and

    password. Enter your chosen username and enter the password twice. This username will be valid only

    for HOTBackup and does not need to be a user in any other applications or domains. When finished, click

    Create. This will create the user and log you in. The username and password you have chosen will be

    required for all subsequent logins to the HOTBackup application.

  • Administrators Guide P a g e | 27

    Chapter 3 - Application Management

    Navigation Bar

    Settings

    o SMTP Settings

    Log Level Settings

    Manage Password Settings

    Manage HOTBackup Client Settings for NetBackup Server

    o Repository Configuration

    Jobs Manager

    o General Information

    o Component Settings

    o Database Settings

    Script Mode

    o Full Text Index Settings

    o Backup System Settings

    EMC Networker

    EMC Avamar

    Symantec NetBackup

    IBM Tivoli Storage Manager (TSM)

    o Job Schedule

    Logs

    Help

    Navigation Bar

    Navigation throughout CYA HOTBackup is controlled using the Navigation Bar. The Navigation Bar has

    five options. This section will expand on each of these options.

    Logs Clicking on this icon will load the Application Logs View.

    Jobs Manager Clicking on this icon will load the Jobs Manager.

    Settings Clicking on this icon will load the Settings View.

    Help Clicking on this icon will load the Help Screen.

    Logout Clicking on this icon will log you out of the application.

    Settings

    The Settings section of the HOTBackup interface allows the administrator to make application level

    configuration changes. From here, you can modify your alerts settings, set the logging level for the

    application logs, and add, delete, or configure repositories to be used in backup jobs, created through the

    Jobs Manager.

  • Administrators Guide P a g e | 28

    SMTP Settings

    HOTBackup alerts and notifications are handled via e-mail through your organizations SMTP server.

    SMTP Host: The hostname of your organizations SMTP server.

    Port Number: The port number to use for the connection to the SMTP server.

    User Name: A valid user name to connect to the SMTP server.

    Password: The password that corresponds to the user name entered.

    From Address: The address you would like used as the "from:" address on e-mails sent by CYA

    HOTBackup.

    Notify on Success: A comma-delimited list specifying one or more e-mail addresses to which you would

    like an e-mail notification sent when any job completes successfully. This can be left blank in which case

    no e-mail notification will be sent upon successful job completion.

    Notify on Failure: A comma-delimited list specifying one or more e-mail addresses to which you would

    like an e-mail notification sent when any job encounters an error during execution. This can be left blank

    in which case no e-mail notification will be sent upon job failure.

  • Administrators Guide P a g e | 29

    Log Level Settings

    Valid Log Level Settings are Off, Warning, Normal, Verbose, and All, as set through the drop-

    down menu.

    Manage Password Settings

    It is possible to change the administrative password for the HOTBackup login user. You may change it by

    entering the desired new password twice in this section and then clicking "Save".

    Manage HOTBackup Client Settings for NetBackup Server

    If you are planning to use the NetBackup multi-streaming or the concurrent DB & FTI options enter the

    HOTBackup client user name and password on the NetBackup server in this section and then click

    "Save".

    Any password you configure in HOTBackup is limited to 32 characters.

    Repository Configuration

    You can edit or delete existing configurations, or click on Add to add a new repository configuration.

    Repository Credentials

    Connection Broker Server: The server on which the Connection Broker resides.

    Connection Broker Port: The port number to use to connect to the Connection Broker.

    Repository: The name of the repository you would like to configure for backups.

    Host Name: This optional setting specifies a host name used in the connection string when connecting to

    the repository and mainly used in a clustered environment.

    User Name: A valid Superuser login for that repository.

    Password: The password for the user name specified above.

    Domain: This optional setting specifies a domain to be used in conjunction with the user name and

    password to connect to the Documentum repository, if necessary.

    Test: This button allows you to test the Documentum connection credentials youve entered.

    Database Server Settings

    The "Database Server Settings" section of the Configuration Information" page is slightly different based

    on your DB Type.

  • Administrators Guide P a g e | 30

    "Database Server Settings" section when "Microsoft SQL Server" is selected as the DB Type.

    "Database Server Settings" section when "Oracle" is selected as the DB Type.

    Host Name: The hostname of the database server; this is case sensitive. It must be specified using the

    same case in the CYA HOTBackup Repository Configuration as it is in the Backup Server software

    configuration.

    HB Client User Name: The HOTBackup Client username on the database server.

    HB Client Password: The HOTBackup Client password corresponding to the User Name specified

    above.

    DB Type: Select the type of database.

    Authenticated Login: Select this checkbox if using authenticated login.

    Backup Location: Specify a location for the database backup to be temporarily written to disk.

    Instance/Server Name (MS SQL only): Enter the Instance or Server name of the MS SQL instance or

    server you wish to backup.

    Database Name (MS SQL only): Enter the database name you wish to backup.

    Oracle SID (Oracle only):Enter the SID of the Oracle instance you wish to backup.

    Tablespace Name (Oracle only): Enter the name of the Oracle Tablespace you wish to backup.

    Backup Logs:Select this checkbox if wish to backup the database logs.

  • Administrators Guide P a g e | 31

    Delete Local Backup: Select this checkbox if you do not wish to keep the temp copy of the backup on

    local disk.

    xPlore Server Settings

    The "xPlore Server Settings" section of the Configuration Information" page is slightly different based on

    your Backup Type.

    "xPlore Server Settings" section when "Hot" is selected as the Backup Type.

    "xPlore Server Settings" section when "Warm" is selected as the Backup Type.

    Script Mode:

    If you plan to perform cold backups, you must specify all FTI client names in a comma-separated

    list (without spaces), and the scripts will be executed on each individual server.

    For warm or hot backups, only specify the primary FTI server as the FTI client name and scripts

    will only be executed on the primary server.

    Because of this difference, it is not possible to mix cold FTI backups with warm or hot backups for

    any single repository.

  • Administrators Guide P a g e | 32

    Host Name: The hostname of the FTI server; this is case sensitive. It must be specified using the same

    case in the CYA HOTBackup Repository Configuration as it is in the Backup Server software

    configuration

    HB Client User Name: The HOTBackup Client username on the FTI server.

    HB Client Password: The HOTBackup Client password corresponding to the User Name specified

    above.

    Backup Type: Select how you would like the xPlore backup to be taken.

    Backup Location (Warm only): Select the location to where you would like to write the xPlore backup.

    Backup Level (Warm only): Select at what level you wish to backup xPlore.

    Content Server Settings

    Host Name: The hostname of the Content Server; this is case sensitive. It must be specified using the

    same case in the CYA HOTBackup Repository Configuration as it is in the Backup Server software

    configuration

    HB Client User Name: The HOTBackup Client username on the Content Server.

    HB Client Password: The HOTBackup Client password corresponding to the User Name specified

    above.

    Jobs Manager

    The Jobs Manager is the default view when you login to the HOTBackup application, once the application

    settings have been properly configured. From here, you can create, modify, or delete backup jobs,

    manually run the jobs, or check the history logs for each job.

    You may filter the view to include only jobs from a single repository by selecting that repository from the

    Filter Jobs by Repository: drop-down list at the top of this page. Change this selection back to ALL if

    you would like to see all jobs again. On this page, you can click on the job name to edit or delete existing

    jobs, or click on New to add a new job.

  • Administrators Guide P a g e | 33

    General Information

    Job Name: A name you specify for this job; this can be any combination of letters and/or numbers you

    choose; spaces are allowed.

    Connection Broker: The name of the Connection Broker to which you would like to establish a

    connection for this backup job.

    Connection Broker Port: Select the port from the drop-down that corresponds to the Connection Broker

    you would like to connect to.

    Repository: The name of the repository you would like to backup with this backup job.

    Full Back Job Name: Use this drop-down to link an incremental job to a full job. Each time the

    incremental job runs after the linked full job, it will only backup to the point where that full job left off,

    instead of backing up to the point of the last time the incremental job ran.

    Component Settings

    Select Components for Backup: From this drop-down, you can select which components you would like

    backed up with this backup job; valid options are as follows:

    ALL Backup all components of the Documentum repository specified: DB and SA_ALL are

    automatically performed and FTI_ALL and ICF can be optionally selected or deselected.

    DB Backup only the database for the specified repository.

    FTI Backup only a specific Full Text Index for the specified repository.

    FTI_ALL Backup only all of the Full Text Indexes of the specified repository.

    SA Backup only a specific Storage Area for the specified repsository.

    SA_ALL Backup only all of the Storage Areas for the specified repository.

    ICF Backup only the Documentum Installation & Configuration Files.

    Component Name: Enter the name of the component you wish to backup. If Component for Backup is

    SA, specify the name of a dm_filestore object. If Component for Backup is FTI, specify the name of the

    full-text index, for example, _ftindex_01.

    Include Installation & Configuration Files: Select this checkbox if you wish to include the Documentum

    installation & configuration files (ICF) in this backup; ICF backups are always full backups.

    ICF Directories: Specifies the directory(ies) to backup as part of the ICF backup; separate multiple

    directories with commas and do not use quotes, even if the directories include spaces; do not include

    spaces before or after delimiting commas

  • Administrators Guide P a g e | 34

    It is recommended that, unless your environment requires the backup of the installation and

    configuration files as part of the system backup, the ICF backup be configured to run as a separate

    job.

    Database Settings

    Database Backup Mode: Select "Native" or "Script". In Native mode, the database is backed up using

    native database tools and streamed automatically to your backup device. For enhanced control, you can

    select Script and specify a script to be executed for the database backup. This script must contain all

    commands associated with the database backup, as no additional steps are taken by HOTBackup to

    backup the database when this mode is selected.

    Send DB to Backup System (Native only): Select this checkbox if you wish for the database backup to

    be sent to the backup device after being written to the temp location specified in the Repository Settings.

    Script Mode

    DB Script Name: Specifies the database script to be executed for the backup of the database. Use the

    full/absolute local path (relative to the DB Server) of the file.

    For backups using the backup vendors' modules for SQL Server, the OS user specified for DB server

    in Repository Configuration must be granted the sysadmin role within SQLServer.

    For SQL Server backups without the backup vendors' modules for SQL Server, a sysadmin user (or

    the database owner) must be specified in the osql command.

    For Oracle backups with or without the backup vendors' modules for Oracle, a user with SYSDBA

    privileges must be specified in the RMAN command file.

    Sample scripts are provided for all supported combinations of backup software, database software,

    and operating systems; please see Appendix C for more information on sample scripts.

    Full Text Index Settings

    Include Full Text Index: Enable this checkbox if you have selected ALL, FTI, or FTI_ALL for Select

    Components for Backup and you would like to include a backup of the FTI; an FTI backup is always a

    FULL backup.

  • Administrators Guide P a g e | 35

    Throughout this section, the Full-Text Index (FTI) Server will be referred to as "xPlore." Backups of

    FAST servers are still supported through "Script" mode.

    FTI Backup Mode: Select "Native" or "Script". In Native mode, the xPlore server is backed up using

    Native-xDB backup and streamed automatically to your backup device. For enhanced control, you can

    select Script mode and specify a script to be executed for the FTI backup. This script must contain all

    commands associated with the FTI backup, as no additional steps are taken by HOTBackup to backup

    the FTI when this mode is selected.

    FTI Quiesce Script (Script only): Specifies a script to execute before backing up the FTI.

    Sample scripts are provided for all supported combinations of backup software, database software,

    and operating systems; please see Appendix C for more information on sample scripts.

    FTI Directories: The directories that contain the Full Text Index(es); separate multiple directories with a

    comma, using quotes only on UNIX systems (do not use quotes on Windows even if the directories

    include spaces); do not include a space before or after delimiting commas.

    FTI Unquiesce Script (Script only): Specifies a script to execute after backing up the FTI.

    In an environment with multiple xPlore servers, it is not possible to mix cold file backups with warm

    or hot backups in a single job. Please see the Repository Configuration section for more information

    on how to specify multiple FTI server names for your environment.

    FTI xPlore Hot Backup: Enable this checkbox if you wish to backup the xPlore Index server hot.

    Backup System Settings

    The "Backup System Settings" section of the Configuration Information" page is slightly different based

    on your Backup Device Type.

    EMC Networker

    "Backup System Settings" section when "NetWorker" is selected as the Device Type.

    Device Type: NetWorker

    Server Name: Enter server on which the backup server software resides.

    Backup Level: Select whether to perform a full or incremental backup; this setting applies only to the

    content backup, while FTI & ICF backups are always full; the DB backup level is specified in the

    applicable scipt.

  • Administrators Guide P a g e | 36

    Group Name (NetWorker): Specify a valid backup group name, or leave blank to use the default.

    Data Volume Pool (NetWorker): Specify a valid Data Volume Pool name, or leave blank to use the

    default. You must enclose the Data Volume Pool name in double quotes ("...") if there are any spaces in

    the name.

    EMC Avamar

    "Backup System Settings" section when "Avamar" is selected as the Device Type.

    Device Type: Avamar

    Flag File (Avamar): Enter the flag file name or leave blank.

    While flag file can be left blank, doing so requires that you enter the id, password and account into

    the .properties file that corresponds to your job, located in the [HB storage

    directory]/[hostname]_[port number]/[repository name] directory. For example,

    D:\CYA_HOTBackup\cyademo101_1489\demo\cya_hotbackup_documentum_system_full.propert

    ies.

    Valid attributes are:

    DEVICE_ADDITIONAL_PARAMS_FTI

    DEVICE_ADDITIONAL_PARAMS_SA

    DEVICE_ADDITIONAL_PARAMS_ICF

    For example, if you are running a Storage Area backup, add the following line:

    DEVICE_ADDITIONAL_PARAMS_SA=id= --password= --account=/

    Symantec NetBackup

    "Backup System Settings" section when "NetBackup" is selected as the Device Type.

    Device Type: NetBackup.

    Server Name: Enter server on which the backup server software resides.

  • Administrators Guide P a g e | 37

    Backup Level: Select whether to perform a full or incremental backup; this setting applies only to the

    content backup, while FTI & ICF backups are always full; the DB backup level is specified in the

    applicable scipt.

    CS Policy Name (NetBackup): Specify the storage policy to use for backing up the Content Server.

    DB Policy Name (NetBackup): Specify the storage policy to use for backing up the database server.

    FTI Policy Name (NetBackup): Specify the storage policy to use for backing up the FTI server. A unique

    policy name needs to be used for the concurrent DB & FTI option.

    ICF Policy Name (NetBackup): Specify the storage policy to use for backing up the Installation and

    Configuration Files.

    Wait for FTI Backup to complete (NetBackup): Uncheck this option if you choose to concurrently run

    the DB and FTI backup jobs .

    SA Backup on the Master Server (NetBackup): Check this option if you choose to multi-stream the SA

    backup.

    IBM Tivoli Storage Manager (TSM)

    "Backup System Settings" section when "TivoliStorageManager" is selected as the Device Type.

    Device Type: TivoliStorageManager

    Server Name: Enter server on which the backup server software resides.

    Backup Level: Select whether to perform a full or incremental backup; this setting applies only to the

    content backup, while FTI & ICF backups are always full; the DB backup level is specified in the

    applicable scipt.

    Options File (TSM): Specify the custom options file name and absolute path (as relative locally to each

    server, for example "C:\CYA_HOTBackup\dsm.opt"). This options file needs to exist in the same specified

    path on each server being backed up by this job (i.e. Content Server, DB Server, FTI). If left blank the

    default TSM options file on each server will be used. Any options file used by HOTBackup needs to have

    "PASSWORDACCESS GENERATE" configured.

    The following apply to all backup systems:

    Begin backups by first running a full backup job. Running an incremental job first will still cause a

    full backup of all content.

  • Administrators Guide P a g e | 38

    When performing a SQLServer database backup using osql or sqlcmd utility, the backup job will

    fail if it is run for the first time using the WITH DIFFERENTIAL clause.

    Backup Level, Group Name, Data Pool Volume, Policy Name, Flag File and Options File settings

    only apply to the database backup in "Native" backup mode; in "Script" Mode, these can be

    specified in the script leveraged for the database backup

    Job Schedule

    Job Schedule:

    Status: Select to Enable automatic scheduled runs of this job, or to Pause this jobs schedule.

    Start Date: The next date you would like this job to run.

    Start Time: The next time you would like this job to run.

    Scheduler: Select Frequency if you would like to setup a job to run daily, or weekly. Select Monthly if

    you would like to run a job on a schedule such as the 3rd Friday of the month, or the last day of the

    month.

    Frequency (Frequency only): Select the interval on which you would like this job to run.

    Exclude Day (Frequency only): Select the checkbox corresponding to any days of the week you would

    like this job NOT to run; this setting is useful if, for example, you would like to implement a backup

    schedule such as run an incremental backup every day except run a full backup on Sunday.

    Recurring (Monthly only): Select the interval on which you would like this job to run.

  • Administrators Guide P a g e | 39

    Logs

    From the Logs view, you can view the Application Logs for HOTBackup.

    You may click View Log to view the Application Log.

    Help

    The help section shows you version information about the HOTBackup product version you are running,

    as well as contact information for the CYA Support Team.

  • Administrators Guide P a g e | 40

    Chapter 4

    Advanced Configurations

    Configuration for Multiple Content Servers with a single repository

    Sample Environment:

    Multiple content servers with a single repository using the same port for Connection Broker (cs1, cs2,

    cs3)

    1 storage areas server (sa1)

    1 database server (db1)

    2 FTI servers deployed as high-availability indexing (fti1, fti2)

    NetWorker Server settings:

    1. Create a client for Content server:

    a. Enter cs1 as Name

    b. Enter host names and FQDN of all content servers in Global / aliases, one name per line

    c. Enter domain user to login all content servers in Global / Remote Access (i.e.

    devtech\dmadmin)

    2. Create a client for database server:

    a. Enter db1 as Name

    b. Enter domain user to login db server in Global / Remote Acess

    3. Create a client for FTI server:

    a. Enter fti1 as Name

    b. Enter host names and FQDN of both FTI servers in Global / aliases

    c. Enter domain user to login both FTI servers in Global / Remote Access

    4. Verify the settings:

    a. Run save s on every CS/FTI/DB server

    b. May need to restart NetWorker server for the setting to take affect

    c. When cs1/fti1 server is down, files from other servers can still be backed up to the clients.

    HOTBackup settings:

    1. Modify hosts file on HOTBackup server, and add two virtual hosts for content server and FTI server:

    a.

    b.

  • Administrators Guide P a g e | 41

    2. Configure a repository using as Connection Broker server name

    a. Use same domain user configured in NetWorker client (i.e. devtech\dmadmin)

    3. Create jobs

    a. Use as Client Name for CS

    b. Use as Client Name for FTI

    4. When cs1 (or fti1) server is down, configure the virtual host(s) to point to the IP address of an active

    CS/FTI server

    a. Get IP address of an active server, and update IP address in hosts file on HOTBackup server

    (i.e. )

    b. Restart NetWorker Remote Exec Service on HOTBackup server

    *Using the above configuration, all SA/ICF backups will be stored under cs1 client, and all FTI backups

    will be stored under fti1 client.

    To back up ICFs of all the content servers separately:

    1. Create one repository for each content server with real host name

    2. Create one ICF backup for each repository, and specify Client Name for CS with real host name

    3. Modify job properties file and configure a specific save set name for each content server

    a. i.e. DEVICE_ADDITIONAL_PARAMS_ICF=-N cs1_rep1_icf

    4. All these ICF backup jobs and one major backup job configured with virtual host can be scheduled to

    run at the same time

    Specifying a custom SAVE SET for the backup operation (NetWorker)

    Modify job properties file and configure a specific save set name by adding the following

    parameter:DEVICE_ADDITIONAL_PARAMS_ICF=-N cs1_rep1_icf

    Excluding Storage Areas from a backup job

    Exclusion of Storage Areas is possible by modifying the job configuration file. Add the following line and

    list out the Storage Area(s) you wish to exclude, using commas to delimit them with no spaces:

    EXCLUDE_SA_LIST=[Storage_Area_1_Name],[Storage_Area_2_Name]

    i.e. EXCLUDE_SA_LIST=filestore_01,filestore_03

  • Administrators Guide P a g e | 42

    Chapter 5

    Changing HOTBackup Security

    Changing a HOTBackup Client username or password

    The HOTBackup username and encrypted password are stored in the cyahb_client_params.properties

    file. To change the username or password after installation:

    1. Open a command prompt on the machine where the HOTBackup Client password you wish to

    change is located and navigate to the HOTBackup client installation directory.

    2. Run the following command (excluding quotes):

    o "java -jar CYAHB-PwdUtil.jar new_password", where new_password is the new password

    you wish to set

    3. This will result in the following output:

    o my_password encrypted: 51B23930F16D71C7F16EF6B92CC50B63

    4. Edit the cyahb_client_params.properties. Be sure to use a Plain Text editor. Update pwd value to the

    value of the string above.

    o Ex: pwd=51B23930F16D71C7F16EF6B92CC50B63

    5. Update uid (username) if you choose.

    6. Save the file and exit.

    The cyahb_client_params.properties file

    The cyahb_client_params.properties file defines settings for the CYA HOTBackup Client on the local

    machine. It can be found in the CYA HOTBackup Client installation directory.

    Parameter Description

    rmi_port Specifies the RMI server port to be used for communication between the CYA

    HOTBackup Server and Client. After changing this value, you must restart the CYA

    HOTBackup Client. If you change the RMI server port for the Client, you must change it

    on server, as well. Please see the "Changing the RMI port on the CYA HOTBackup

    Server" section of this chapter for details.

    rmi_client_port Optional. Specifies the RMI client port to be used for communication between the CYA

    HOTBackup Server and Client. After changing this value, you must restart the CYA

    HOTBackup Client. If not specified random ports will be used.

    rmi_host Optional. Specifies the host name or the IP address to be used for communication

    between the CYA HOTBackup Server and Client. After changing this value, you must

    restart the CYA HOTBackup Client. If not specified the default host name will be used.

  • Administrators Guide P a g e | 43

    Parameter Description

    uid Specifies the user ID to be used to communicate between the CYA HOTBackup Server

    and Client.

    pwd Specifies the password that corresponds to the user specified in the uid parameter,

    above.

    log_level Specifies the logging level to be used for the CYA HOTBackup Client. The options are

    ALL, FINER, INFO, WARNING or OFF.

    log_size Optional. Specifies the maximum size for the CYA HOTBackup client log . After changing

    this value, you must restart the CYA HOTBackup Client. The default value is 20MB with

    up to 50 files.

    remote_host Used to limit connectivity to this CYA HOTBackup Client instance to specified CYA

    HOTBackup server machine(s). To restrict access, list hostname(s) of desired CYA

    HOTBackup server to which to grant access, delimited by commas, without spaces.

    Leave blank to allow connectivity from any CYA HOTBackup Server installation that

    supplies the correct username & password.

    Changing the RMI port on the CYA HOTBackup Server

    If you change the RMI port for a Client, you must change it on server, as well. To do this, open the

    "[Apache_Tomcat_Installation_Directory]\webapps\cyahotbackup\WEB-

    INF\classes\CYAConfig.properties" file. The RMI port used by the server is defined by the following entry:

    hotbackup.client.rmi.port=

    A blank value defaults to 1099. You must change the value here to match the CYA HOTBackup Client

    configurations.

    After making this change, restart the Apache Tomcat instance in which the CYA HOTBackup Server is

    running.

    The RMI port used for communication MUST be configured to the same value on the CYA

    HOTBackup Server and on each CYA HOTBackup Client. Currently, using different RMI ports for

    different clients is not supported.

  • Administrators Guide P a g e | 44

    Chapter 6

    NDMP NAS Backups

    Using the CYA HOTBackup replace command to perform NAS backups via NDMP with EMC NetWorker (nsrndmp_save)

    If you wish to leverage NDMP to backup your data from a NAS device using EMC NetWorker, the CYA

    HOTBackup replace command can be leveraged to replace the standard save command with the

    nsrndmp_save command.

    The following steps can be used to configure the servers:

    On NAS:

    1. start ndmp service

    o ndmpd on

    2. query ndmp password

    o ndmpd password

    On NetWorker Server:

    1. Create client resource for NAS server:

    a. On the "General" Tab:

    Name: (e.g. netapp.cya.com)

    b. On the "Apps & Modules" Tab:

    Remote user: (e.g. user1)

    password:

    Ndmp: checked

    c. On the "Globals (2 of 2)" Tab:

    Remote access: @ (e.g.

    [email protected])

    Storage nodes:

    2. Configure the User Groups - add repository owner on content server to a group with "Operate

    NetWorker" privilege, or create a new group:

    o Name:

    o Users: @

    o Privileges: Operate NetWorker and other dependents

  • Administrators Guide P a g e | 45

    On Documentum Content server:

    1. Start CYA HOTBackup Client service as repository owner

    o On Windows: change the service logon to repository owner, and restart the service

    o On Unix: logon as the repository owner and start CYA HOTBackup client

    On HOTBackup server:

    1. Configure SA/SA_ALL/ALL backup jobs using networker device as regular

    2. Modify job config manually and add replace command as follows:

    o DEVICE_REPLACE_CMD_SA=nsrndmp_save -s -c -P

    -M -T

    Ex: DEVICE_REPLACE_CMD_SA=nsrndmp_save -s netwsrv.cya.com -c

    netapp.cya.com -P netwsrv.cya.com -M -T dump /vol/DEV

    3. OPTIONAL: You may also replace the backup command for the FTI and/or ICF backups using:

    o DEVICE_REPLACE_CMD_FTI=

    o DEVICE_REPLACE_CMD_ICF=

  • Administrators Guide P a g e | 46

    Appendix A

    Known Issues and Notes

    Notes

    It is strongly recommended that you ensure a NetWorker backup job is configured to perform regular

    backups of the NetWorker server bootstrap and client file index.

    If a CYA HOTBackup job is manually terminated and not allowed to complete, including situations in

    which a server is restarted or a CYA HOTBackup backup session is manually terminated through the

    backup server software, please follow these steps to ensure the Documentum jobs are properly

    restarted:

    Fast Index server - Go to FTI client and start the FAST InStream service (if applicable).

    xPlore - Using a browser, navigate to: http://:9200/IndexAgent1/ and execute Start action

    for the repository by selecting "Start" from the drop-down BEFORE logging in.

    Maintenance jobs - Ensure jobs that should be enabled for the repository are set to active. The jobs in

    the following table may need to be enabled via Documentum Administrator. Steps to enable are:

    Navigate to Administration | Job Management | Jobs

    Right-click each of the jobs, open its properties and change state

    Jobs

    dm_DMClean

    dm_DMFilescan

    dm_FTCreateEvents

    dm_FTIndexAgentBoo

    If multiple FTI, SA or ICF directories are input through the UI, NetWorker could potentially return a

    success code if any of the directories succeed, even if the backup of one or more directories fail. In

    order to ensure NetWorker will return a failure code if any directories fail, please enable the "-u"

    parameter for the appropriate backup type.

    1. These parameters can be added to the end of the .properties file that corresponds to your

    job, located in the [HB storage directory]/[hostname]_[port number]/[repository name]

    directory. For example,

    D:\CYA_HOTBackup\cyademo101_1489\demo\cya_hotbackup_documentum_system_full.pr

    operties.

    2. The valid attributes are:

    DEVICE_ADDITIONAL_PARAMS_FTI

    DEVICE_ADDITIONAL_PARAMS_SA

    DEVICE_ADDITIONAL_PARAMS_ICF

  • Administrators Guide P a g e | 47

    3. For example, if you enter multiple ICF directories in the HotBackup interface, add the

    following line: DEVICE_ADDITIONAL_PARAMS_ICF=-u

    When running HOTBackup in a mixed OS environment:

    1. HOTBackup deployed on Windows, Documentum Content Server located on Unix/Linux:

    a. If CS data folder is shared via NFS on another Unix/Linux server, the root user must

    be granted access in the NFS server configuration

    b. On Linux, edit "/etc/exports", and update the share folder to use no_root_squash

    option as " (rw, no_root_squash)"

    c. On Solaris, edit "/etc/dfs/dfstab", and update the share folder to use root option as

    "share -F nfs -o rw,root=: "

    2. HOTBackup deployed on Unix/Linux, Documentum Content Server located on Windows:

    a. To specify FTI and ICF directories in HOTBackup job configuration, use forward

    slash (i.e. c:/xPlore/data) or double backslash (i.e. c:\\Documentum\\config)

    NetBackup: backup Network Drive or UNC path (from NetBackup Admin Guide):

    o The network drives must be available to the service account that the NetBackup Client service

    logs into at startup. By default, the startup account is set to System. You must change this

    account on each Windows client that is backed up that contains data that is shared from another

    computer.

    If you wish to back up the database to a Network Drive or UNC path, you MUST start the HOTBackup

    client service with a user that has read and write access permissions to the remote server.

    HOTBackup jobs fail when Policy Storage is not set

    o When Policy Storage in HOTBackup job is not set, at least one Storage Unit must not be On

    Demand Only.

    o To disable On Demand Only, open NetBackup Administrator console, go to NetBackup

    Management > Storage > Storage Units, double click on one storage unit, and uncheck "On

    Demand Only".

    Known Issues

    If the NetBackup job fails during the first run of the CYA HOTBackup job, NetBackup will remain in

    the "Wait for Retry" job state, and the CYA HOTBackup job will hang.

    o To cancel the NetBackup job, open the NetBackup Administrator Console, go to Activity

    Monitor, and cancel the NetBackup job that is in the "Wait for Retry" state.

  • Administrators Guide P a g e | 48

    When HOTBackup is deployed on a separate server from the Content Server, if the Content Server is

    running UNIX, HOTBackup uses the current login user (user id) or root user of the HOTBackup server

    to login to the CS/DB/FTI servers.

    o You must create a user on the HOTBackup Server with same username and user id of the

    DM Installation Owner on the Content Server.

    o Login to HOTBackup server using user created in last step to start the Tomcat Service.

    o Due to permission settings on the files created by RMAN, the root user must be added into

    the Oracle users group as a supplementary group. To do this, follow these steps:

    1. Login to the DB server as root user

    2. Edit /etc/group, and add root user to Oracle users group as supplementary group, i.e.:

    oinstall:x:500:root

    3. Logout and login to DB server again

    4. Restart Networker service:

    o nsr_shutdown

    o /etc/init.d/networker start

    With FTI backup in the script mode, xPlore 1.3 always returns exit code 0 which results in CYA

    HOTBackup jobs to report successful even though the backup was failed. This is due to a new line

    added in the xPlore 1.3 xplore.sh/xplore.bat file. To workaround remove the last line "cd $EXE_DIR"

    from the xPlore 1.3 xplore.sh/xplore.bat file. In the native mode CYA HOTBackup jobs report

    correctly.

    After restoring xPlore 1.1 from a warm file backup, document search fails with error

    "LUCENE_SNAP_SHOT_TOO_OLD_ERROR: entry name=LI-e229e15b-66c0-47fd-b236-

    707cb3bf22fb Snapshot too old, entry was merged"

    o This is a bug in xPlore 1.1 and the solution is to apply the Patch 01 to resolve this issue.

    In some cases, if a Windows command contained within an unquiesce script fails, Windows may

    reset the error code returned by the command to 0, causing HOTBackup to report success. In these

    cases, the original return code and error will be shown in the LOG files for the job.

    In environments with multiple xPlore servers, you cannot mix a cold file backup on one with a warm

    file or hot backup on any others. For cold file backups, you have to specify multiple FTI client names

    separated by commas, to ensure the scripts run on all the servers. For warm file or hot backup, you

    may only specify the primary server in FTI client name, because the scripts only can be run on the

    primary server.

    If you are using Tivoli and wish to specify an options the options file must be placed in the same

    directory on each server to be backed up. This location must match what is specified in the Backup

    System Settings for the specific job. As an alternative, you can place the options file in the CYA

    HOTBackup Client home location. You should then specify only the file name in Backup System

    Settings instead of the full path.

    If you are using Avamar and wish to specify a flag file the flag file must be placed in the same

    directory on each server to be backed up. This location must match what is specified in the Backup

    System Settings for the specific job. As an alternative, you can place the flag file in the CYA

  • Administrators Guide P a g e | 49

    HOTBackup Client home location. You should then specify only the file name in Backup System

    Settings instead of the full path.

    Avamar has a 48 character maximum limitation for a backup label name. The label name created by

    CYA HOTBackup may be truncated depending on the repository name length and the scope of the

    operation being performed. If a label is truncated a warning will appear in the job log file as below:

    avtar Warning : Flag --label="CYAHB_db7061_FTI_db7061_ftindex_01:2014-04-

    16_10:45:13" (54 characters) exceeds maximum length of 48, truncated.

  • Administrators Guide P a g e | 50

    Appendix B

    Glossary

    This Guide uses some terms that are specific to Documentum or to traditional backup software. Weve

    tried to define any potentially confusing terms here.

    Connection Broker: The Connection Broker is a Documentum construct that handles communication

    with the repositories. It was previously called the docbroker.

    Repository: This is the term for the broadest Documentum organizational structure for containing data. It

    was formerly called the docbase.

    FTI: The Full Text Index server is responsible for indexing all content files for searchability. This is a

    Documentum server, and can either be running the older FAST search engine or the newer xPlore search

    engine software technologies.

    FAST Older FTI Search Engine; will not be supported after December 31, 2011.

    xPlore - Latest FTI Search Engine; replaces FAST.

    Data Volume (NetWorker): This is a NetWorker organizational concept. Settings can be configured at

    the Data Volume level on the NetWorker server.

    Group Name (NetWorker): This is a NetWorker organizational concept. Settings can be configured at the

    Group level on the NetWorker server.

    Content Server: This is the main software server for Documentum. The content files reside on this

    server, and there can be multiple Content Servers in a single environment. Typically, the Documentum

    server software resides on the Content Server.

    Storage Area: This is the term referring to the location of the content files on the Documentum Content

    Server(s).

    ICF: Installation & Configuration Files.

    Policy Storage (NetBackup): This is a NetBackup organizational concept. Settings can be configured at

    storage unit, storage lifecycle policy or storage unit group on the NetBackup server.

    Policy Volume Pool (NetBackup): This is a NetBackup organizational concept. Settings can be

    configured at Media/Volume Pools on the NetBackup server.

    NDMP: The Network Data Management Protocol (NDMP) allows more efficient backups to be taken from

    NAS devices that support this protocol by streaming the data to be backed up directly from the NAS

    device to the backup server, instead of streaming it through an intermediate machine with a backup client

    installed.

    RMI: RMI stands for Remote Method Invocation. It is the Java API utilized by CYA HOTBackup for

    communication between the Server and Client(s).

  • Administrators Guide P a g e | 51

    Appendix C

    Sample Scripts

    Sample scripts are provided for database backups, FTI quiesce operations, and FTI unquiesce

    operations. A sample script is provided for all supported combinations of FTI servers, DB applications,

    versions, backup software/versions and operating systems.

    The sample scripts are located in [CYA_Deployment_Dir]/WEB-INF/samples, where

    [CYA_Deployment_Dir] is the location where the CYA HOTBackup application was deployed into the

    Application Server, i.e. on windows, D:\Program Files\Apache Software Foundation\Tomcat

    6.0\webapps\cyahotbackup

    To determine the correct database script to use, please use the outline on the following pages and make

    the appropriate selection at each level.

    Database Backup Scripts

    Windows:

    o NetWorker

    Microsoft SQL

    NetWorker module for SQL Server

    o Use: nsrcya_db_mssql.bat

    Microsoft SQL VSS

    o Use: nsrcya_db_mssql_without_nm.bat

    Oracle

    NetWorker module for Oracle

    o Use: nsrcya_db_oracle.bat

    NetWorker module for Databases and Applications for Oracle

    o Use: nsrcya_db_oracle_nmda.bat

    Oracle RMAN

    o Use: nsrcya_db_oracle_without_nm.bat

    o NetBackup

    Microsoft SQL

    NetBackup Database Agent for SQL Server

    o Use: nbcya_db_mssql.bat

    Microsoft SQL VSS

    o Use: nbcya_db_mssql_without_agent.bat

    Oracle

    NetBackup Database Agent for Oracle

    o Use: nbcya_db_oracle.bat

    Oracle RMAN

    o Use: nbcya_db_oracle_without_agent.bat

    o or Use: nbcya_db_oracle_template.bat

    o TSM

    Microsoft SQL

    TSM Data Protection for SQL Server

    o Use: tsmcya_db_mssql.bat

  • Administrators Guide P a g e | 52

    Microsoft SQL VSS

    o Use: tsmcya_db_mssql_without_DP.bat

    Oracle

    TSM Data Protection for Oracle

    o Use: tsmcya_db_oracle.bat

    Oracle RMAN

    o Use: tsmcya_db_oracle_without_DP.bat

    UNIX/LINUX:

    o NetWorker

    Oracle

    NetWorker module for Oracle

    o Use: nsrcya_db_oracle.sh

    Oracle RMAN

    o Use: nsrcya_db_oracle_without_nm.sh

    o NetBackup

    Oracle

    NetBackup Database Agent for Oracle

    o Use: nbcya_db_oracle.sh

    Oracle RMAN

    o Use: nbcya_db_oracle_without_agent.sh

    o or Use: nbcya_db_oracle_template.sh

    o TSM

    Oracle

    TSM Data Protection for Oracle

    o Use: tsmcya_db_oracle.sh

    Oracle RMAN

    Use: tsmcya_db_oracle_without_DP.sh

    FTI Backup Scripts

    FAST

    o Windows:

    Use: nsrcya_fti_q.bat for quiesce

    Use: nsrcya_fti_u.bat for unquiesce

    o UNIX/LINUX:

    Use: nsrcya_fti_q.sh for quiesce

    Use: nsrcya_fti_u.sh for unquiesce

    xPlore

    o xPlore 1.0 - All the sample files are under the "xPlore_10" folder

    o xPlore 1.1 and above - All the sample files are under the "xPlore_11" folder