TSM ClientConsiderations

IBM Software Group
Tivoli Storage Manager Client Considerations

Advanced Technical Support Tom Hepner hep@us.ibm.com
May, 2008 | Advanced Technical Support
2008 IBM Corporation
IBM Software Group | Tivoli software
Agenda
1. Introduction
Incremental backup fundamentals Optimizing for restore
2. Basic Configuration

Installation Configuration files Important Options Include / Exclude

Compression Encryption Image Backup Open File Support Journaling Multithreaded Client Bare Metal Restore Web Client Scheduling Profiling your clients Windows Function Matrix Client/Server Coordination References
3. Native Client Functions
4. Additional Functionality
5. Summary and Reference
May, 2008
IBM Software Group
Introduction
Client Basics Optimizing for Restore
TSM Client Basics

Progressive Incremental Backup

Always incremental backup of file systems Only backup files that have changed TSM Database tracks location of all versions TSM proactively consolidates files through collocation and reclamation Single object backup of entire filesystem No awareness of individual files Faster full system restore
Image Backup

Can be integrated with Incremental backup
May, 2008
Optimizing Restore Considerations

Image backups
Criticality of client machine to business Collocation

Node File system Group
Backup Sets
Multiple Nodes installed on machine
May, 2008
IBM Software Group
Basic Configuration / Usage

Installation Configuration files Important Options Include / Exclude
Client Installation
Read the README! Find the latest code levels on the Anonymous ftp server
Checkout software and hardware requirements at TSM Tech Support Page

Install all the appropriate components

ftp://service.boulder.ibm.com/storage/tivoli-storage-management/
http://www-3.ibm.com/software/sysmgmt/products/support/IBMTivoliStorageManager.html
B/A Client Always Admin Client (dsmadmc) For administration only Web based B/A client (java client) for remote backup/restore API client for Image backup and all TDP clients HSM Client (Unix | WIN) for Automated Space Management only TSM for SAN (Storage Agent) only for LAN-Free options
Be sure the client scheduler is properly installed Customize the client options file(s) (dsm.sys and dsm.opt)
May, 2008
Client Upgrade
Read the README! Use the Client Installation and Users Guide Find the latest code levels on the Anonymous ftp server
Checkout software and hardware requirements at TSM Tech Support Page

Checkout the client/server version compatibility statements at the TSM Tech

Support Page
http://www3.ibm.com/software/sysmgmt/products/support/IBMTivoliStorageManager.html
http://www1.ibm.com/support/docview.wss?rs=663&context=SSGSG7&uid=swg21053218&l oc=en_US&cs=utf-8&lang=en
Review the client options files for new or changed options
May, 2008
TSM Client Configuration Files

dsm.sys

Only exists for Unix / Linux Basic settings Stanza per server interface In client/bin directory Contains all options for Windows / NetWare Operational settings Points to dsm.sys stanza (For UNIX)
dsm.opt

Pointed to by DSM_CONFIG variable (DSMI_CONFIG for API)
May, 2008
TSM Client Configuration Files (cont.)

tsmjbbd.ini

Only exists for Windows currently Settings for Journal Service Stanza per drive letter or global for all local drives being journaled In client directory
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May, 2008
TSM Log Files

dsmerror.log

dsmsched.log
LOOK HERE FIRST ! Client errors Pointed to by DSM_LOG (DSMI_LOG for API) or named in options file Schedule activity Web Client log
dsmwebcl.log
jbberror.log
dsminstr.report.pxxxx (except Novell)

Performance Instrumentation Error Log for JBB (Windows only currently) Output of Q SYSTEMINFO command
dsminfo.txt
TSM Server Activity Log
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May, 2008
Important Options
TCPSERVERADDRESS PASSWORDACCESS
TCPWINDOWSIZE TCPBUFFSIZE TCPNODELAY TXNBYTELIMIT REPLACE YES | NO | PROMPT | ALL SUBDIR NO QUIET vs VERBOSE TAPEPROMPT yes | no
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May, 2008
Important Options (Cont.)

PRESERVELASTACCESSDATE YES | NO RESETARCHIVEATTRIBUTE YES | NO
ERRORLOGRETENTION SCHEDLOGRETENTION ERRORLOGMAX SCHEDLOGMAX
14,S 7,S size in MB size in MB
TSM Performance Tuning Guide: http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp
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May, 2008
Important Options - Server side options

DEFINE CLOPTSET optionset DEFINE CLIENTOPT REG NODE CLOPTSET=optionset Some Valid options:

PRENSCHEDULECMD PRESCHEDULECMD POSTNSCHEDULECMD POSTSCHEDULECMD COMPRESSION COMPRESSALWAYS QUIET VERBOSE RESETARCHIVEATTRIBUTE RESOURCEUTILIZATION SUBDIR TAPEPROMPT
TXNBYTELIMIT
INCLEXCL (use along with the specific include or exclude option as the option value)
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May, 2008
Include / Exclude Processing from bottom up
Server provided options are last (note FORCE=YES Parameter..)
First match is used not most specific match
QUERY INCLEXCL to view list after it is built
Pattern Matching

? * // [xx]
Single character Multiple Characters between directory delimiters Zero or more directories List of single characters
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May, 2008
Include / Exclude Strategies Exclude all except for those specified
Start with exclude * (Last pattern processed)
Include all except for those specified
Start with include * (Last pattern processed)
EXCLUDE.DIR directory
Excludes directory (and subdirectories) from filesystem scan
INCLUDE.FS
Open File Support processing (Windows only)
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May, 2008
Other Include Statements

These do not determine backup selection
INCLUDE.COMPRESSION (or EXCLUDE)
Compress files that match
INCLUDE.ENCRYPT (or EXCLUDE)
Encrypt files that match
INCLUDE.SUBFILE (or EXCLUDE)
Use adaptive subfile processing
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May, 2008
IBM Software Group
Native TSM Client Functions

Compression Encryption Image Backup Open File Support Journaling Multithreaded Client
Client Compression
TSM objects are only compressed by the client never by the

server Compression consumes client CPU resources but reduces the load on the network and TSM server Compression is controlled in four possible places:

Client node definition: Always, Never, Client Option

Client Option Set: Yes, No Client Option Files: Yes, No Include/Exclude statements: include.compression, exclude.compression
Node definition overrides all others, Option Set overrides the Option
Files, include/exclude modifies by file or group of files
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May, 2008
B/A Client Encryption Update Client options file
ENCRYPTKEY SAVE PROMPT GENERATE (SAVE will save the encryption key locally)
ENCRYPTIONTYPE
AES128 (or DES56)
Exclude.Encryption * Include.Encryption C:\secrets\...\*
Reply
When
to prompt for Encryption Key Password
you ENCRYPTKEY set to PROMPT, you must remember the Encryption key password. If the encryption key is not retrievable and you have forgotten the key, your data will be unrecoverable !
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May, 2008
API Transparent Encryption

Install TSM V5.5 API (runtime) and TSM server V5.4 (and above) No change to application Update Client Options File

enableclientencryptkey yes (original way to use generate) ENCRYPTKEY SAVE PROMPT GENERATE If enableclientencryptkey yes and ENCRYPTKEY SAVE or PROMPT is coded, an error message will appear ENCRYPTIONType AES128 (or DES56) exclude.encrypt * (this is the default for encryption) Include.encrypt //*
Use dapismp sample application to display encryption status of

an object
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May, 2008
Image Backup
Full filespace and raw logical volume backup/restore
No versioning considerations
Single object image backup (one TSM database entry) AIX-SUN-HP Image Backups

Plug-in utility module used with Tivoli Storage Manager API client On-line backups without integritymight need to fix up the filesystem on restore
Windows 2000/3 & Linux Image Backups

Use LVSM and can perform on-line backups On-line backups with integrity For Windows and TSM 5.3: backup the system drive (C:) on-line
Filespace restore can be done in conjunction with file-level restore

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May, 2008
Image Backup vs. Backupset
Image Backups are best for faster full filesystem restores

Image Backups require transfer of the full filesystem from client to server (or LAN-Free direct to tape) Image Backups are written to Storage Pools and can be managed as Storage Pool data Backupsets are best for long term archival of data or for local full system restores Backupsets are generated entirely within the serverno interaction with the client Backupsets are not written to a Storage Pool and must be managed via the Volume History information
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May, 2008
Open File Support

OFS creates a complete backup of open/changing files
Allows backups while volume is online, without having to dismount
the file system.
LVSA (Logical Volume Snapshot Agent) must be installed and

configured to enable OFS.
OFS creates a backup of a filesystem at a point-in-time. Changes

made to the filesystem after backup started are not reflected in the backup.
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May, 2008
Journaling

Windows and AIX
JBB should be tried in most cases with large filesystems. Tremendous performance benefits can be achieved on incremental backups. It has low performance overhead ( 2-4 %) Works best when there are lots of files and a low velocity of change rate for them. (Look at JBB utility filemon.exe) Need to be careful with Journal files unchecked, they can reach 2GB in size. Consider this when journaling the system or boot volume. Considering doing an incremental periodically (boot drive)
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May, 2008
Journaling Cluster Support
MSCS supported.
In an MSCS cluster, PreserveDBonExit should be set to 1 in tsmjbbd.ini file.
Journal files must be on shared resource disks
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May, 2008
Multithreaded Client - Backup

Client will automatically start more than one session for backup/restore
and archive/retrieve On backup or archive, the default setting uses two sessions: one to query the filesystem/TSM server (producer) and one to send the files (consumer) Additional sessions are started automatically based on a performance algorithm
There may be multiple sessions started to query the filesystem/TSM server (producers) if there are multiple filespaces being processed The RESOURCEUTILIZATION parameter is the overall control of the number of sessions started. Think of this as a throttle.
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May, 2008
Multithreaded Client - Restore

Multi-session client during restore or retrieve behaves differently than backup

There are no producer sessions The RESOURCEUTILIZATION value determines exactly the maximum number of restore/retrieve sessions created The TSM client will never start sessions such that there is storage pool volume contention
Data must be spread onto multiple sequential access volumes to benefit from multi-session restore
Data restored from a DISK type storage pool will always use only one session Use the MAXNUMMP setting on the NODE definition to limit the maximum mounts that a multi-session client can use on backup/archive
Multi-session restores only work with no query restores
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May, 2008
Multithreaded Client
Considerations

Be sure to examine the TSM server MAXSESSION setting to be sure it allows for additional sessions Each session will create an entry in the Accounting Records You will need to do some summarization The Q NODE F=D session stats may not show the overall stats for the last backup/restore session
Expect to see many more session start and end messages in the TSM Activity Log
TSM Instrumentation tracing is multi-session aware You can start multiple sessions manually (as always)
This is an alternate to using the built-in multi-session support Does not automatically load balance Could cause volume contention on restore/retrieve Will work with Classic restore
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May, 2008
IBM Software Group
Other Client Capabilities

Bare Machine Restore Web Client Server/Client Scheduling
Bare Machine Restore
Microsoft
Automated System Recovery(ASR)
Windows Server 2003 and Windows XP Automated System Recovery (ASR) is a restore feature of Windows XP Professional and Windows Server 2003 that provides a framework for saving and recovering the Windows XP or Windows Server 2003 operating state Tivoli Storage Manager supports the bare metal restore by participating in the ASR restore framework. Tivoli Storage Manager creates the files required for ASR recovery and stores them on the Tivoli Storage Manager server. You can restore these files to a diskette for use during ASR recovery.
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May, 2008
ASR Reference material
B/A windows client installation and users guide
http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp?toc=/com.ibm.itsmsbr.doc/toc.xml
IBM Redbook
IBM Tivoli Storage Manager: Bare Machine Recovery for Microsoft Windows 2003 and XP
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May, 2008
Cristie Bare Machine Recovery (CBMR)

Cristie Bare Machine Recovery integrated with TSM to provide a
Bare Machine Recovery (BMR) solution for Windows, Solaris and Linux users.
Comprehensive backup & restore tool for Windows, Solaris, Linux.

Backup data is stored on the TSM Server
The software backs up and automatically restores the operating

system structures necessary to rebuild the operating system
Uses a Linux/WINPE based restore program does not require a

Windows reinstall
Performs Restore to Dissimilar Hardware
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May, 2008
Cristie Bare Machine Recovery (CBMR)

Check out the Cristie web site for more information
http://www.cbmr.info/
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May, 2008
IBM Tivoli Storage Manager System Backup and Recovery (Sysback)
IBM Tivoli Storage Manager System Backup and Recovery offers

flexible backup methods for AIX systems to help protect data and provide bare metal restore capabilities. It offers a comprehensive system backup, restore, and reinstallation tool.
Backup objects are stored on the TSM Server
Mksysb
file-level backups
SysBack will back up and recover a systems volume group, logical

volume, and file system information
Bare machine restores can be done via tape or via network boot
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May, 2008
Web Client - Description

The Web backup-archive client (Web client) enables an authorized user to remotely access a client to run backup, archive, restore, and retrieve processes. Access is achieved via a web browser having the appropriate Java(TM). This feature provides a convenient way for Helpdesk personnel to quickly manage End-user data, providing quick backup and recovery service to groups that dont use the TSM Backup/Archive client.
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May, 2008
Web Client - Configuration
Configured via client command line Client options:
passwordaccess generate
Httpport 1581 Managedservices webports
Start the client acceptor daemon or service Point browser to: http://your_machine_name:1581 Admin commands:
register admin help1 contact=M. Smith, Help Desk x0001"

grant authority help1 class=node authority=access domains=finance
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May, 2008
Web Client Reference Material

Overview information:
http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp?topic =/com.ibm.itsmaixn.doc/anragd53.htm
Configuration details are at:

http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp
The JRE is available at:

http://java.sun.com/getjava
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May, 2008
Coordinating with Server Administration
Collocation of Active Data
Backupsets enhancements

Generation of Backup Sets to Point in Time File Selection During Backup Set Restore Generation of Backup Sets for List of Nodes
Image Data can be placed on Backup Sets
Client/Server Authentication Using SSL
Function to allow TSM to provide secure communications between the BA or Administrative command line clients and the TSM server
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May, 2008
Coordinating with Server Scheduling
Client/Server communication for schedules
Client-Polling Mode Use when a high % of clients start the scheduler manually on a daily basis. Server-Prompted Mode Use when you change the schedule start time frequently. (New start times require no action from the client.)
Client command processing
Postschedulecmd/Postnschedulecmd
The preschedulecmd specifies a command that the client program processes before it runs a schedule. The client program waits for the command to complete before it starts the schedule. If you do not want it to wait, specify prenschedulecmd.
Preschedulecmd/Prenschedulecmd Same as the Post options except they process before the client schedule.
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May, 2008
IBM Software Group
Summary: Profiling Your Clients
Profiling the Clients Where to Start

Determine requirements

Backup vs Restore times
Business impact
D/R restore
Client capabilities
Network
Processor
Disk
Do not forget Server capabilities

Collocation Backupsets DRM
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May, 2008
Profiling the Clients Client Types Workstation

Individual user Might be turned off at night Millions of files Always available
File Server

Database Server

Not file based

Use Data Protection if at all possible Functionally a combination of File server and Database server Millions of small files Use Data Protection if at all possible (Domino or Exchange)
Application Server
Mail Server

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May, 2008
Profiling the Clients Function Usage Guidelines

Compress Schedule Client Encrypt SubFile Backup Journal Image Backup Special Config Multi Thread Client Type Work Station File Server Database Server Appl Server Mail Server Web Client Open File
N N Y5 Y5 Y5
Y1 N N N N
?2 ?2 ?2 ?2 ?2
?3 N N N N
N Y Y6 Y6 Y6
Y Y N N N
? Y N N ?
N Y Y7 Y7 Y7
N Y ?8 ?8 ?8
?4 Y Y9 Y9 Y9
Y = Probably want to seriously consider this option (See notes on following page) N = Probably want to avoid this option (See notes on following page) ? = May or may not apply (See notes on following page)
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May, 2008
Profiling the Clients (Matching Function Notes)

1. Compression takes processor, consider client speed and network capability 2. Encryption takes processor, consider how confidential the data is 3. Subfile takes processor and disk, consider the network benefits compared to the resources needed, slower restores 4. Can these clients be effectively scheduled? 5. Implement a Data Protection client. This will require an additional installation effort as well as customization of B/A options 6. Image backup or Bare Machine Restore may be of use particularly with Disaster Recovery 7. Use the multi-threading capabilities of the Data Protection product 8. Some Data Protection modules have remote access 9. Use ACTION=COMMAND on the schedule to invoke the necessary script to invoke backup processing. Third party schedulers can also be used to coordinate backup of multiple, interrelated systems
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May, 2008
IBM Software Group
References Questions?
Documentation References - Usage

Tivoli Storage Manager clients
Tivoli Storage Manager Update

http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp http://www1.ibm.com/support/docview.wss?rs=2077&context=SSGSG7&dc=DA410&dc=DA 450&dc=DA430&dc=DA440&dc=D600&dc=D700&dc=DB510&dc=DB520&dc=D8 00&dc=D900&dc=DA900&dc=DA800&dc=DB540&dc=DB400&dc=DB560&dc=D B550&dc=D100&dc=DA420&dc=DA460&dc=DB300&dc=DA470&dc=DA480&dc =DB100&dc=DA4A10&dc=DA4A20&dc=DA700&dc=DA4A30&q1=tste_webcast& uid=swg27011123&loc=en_US&cs=UTF-8&lang=all http://www111.ibm.com/search/SupportSearchWeb/SupportSearch?action=search&pageCo de=SBSXP&brand=tivoli&searchTerms=tste_webcast&sortBy=3 http://www.cbmr.info/
Technical Exchange Webcasts
Cristie Bare Machine Recovery
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May, 2008
Documentation References - Installation

Find the latest code levels on the Anonymous ftp server
Checkout software and hardware requirements at TSM Tech

Support Page
http://www-3.ibm.com/software/sysmgmt/products/support/IBMTivoliStorageManager.html
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May, 2008
Documentation References - Redbooks

Deploying the Tivoli Storage Manager Client in a Windows 2000
Environment, SG24-6141-00
http://www.redbooks.ibm.com/abstracts/sg246141.html?Open
IBM Tivoli Storage Manager Client Node Proxy Support and GPFS,
TIPS0568
http://www.redbooks.ibm.com/abstracts/tips0568.html?Open
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May, 2008
TSM Client Considerations
Questions?
50
May, 2008

TSM ClientConsiderations

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IBM Software Group

Tivoli Storage Manager Client Considerations

May, 2008 | Advanced Technical Support

2008 IBM Corporation

IBM Software Group | Tivoli software

Installation Configuration files Important Options Include / Exclude

3. Native Client Functions

5. Summary and Reference

2008 IBM Corporation

IBM Software Group

May, 2008 | Advanced Technical Support

2008 IBM Corporation

IBM Software Group | Tivoli software

TSM Client Basics

Can be integrated with Incremental backup

2008 IBM Corporation

IBM Software Group | Tivoli software

Optimizing Restore Considerations

Node File system Group

2008 IBM Corporation

IBM Software Group

Basic Configuration / Usage

May, 2008 | Advanced Technical Support

2008 IBM Corporation

IBM Software Group | Tivoli software

Checkout software and hardware requirements at TSM Tech Support Page

2008 IBM Corporation

IBM Software Group | Tivoli software

Checkout the client/server version compatibility statements at the TSM Tech

Review the client options files for new or changed options

2008 IBM Corporation

IBM Software Group | Tivoli software

TSM Client Configuration Files

Pointed to by DSM_CONFIG variable (DSMI_CONFIG for API)

2008 IBM Corporation

IBM Software Group | Tivoli software

TSM Client Configuration Files (cont.)

2008 IBM Corporation

IBM Software Group | Tivoli software

TSM Log Files

dsminstr.report.pxxxx (except Novell)

TSM Server Activity Log

2008 IBM Corporation

IBM Software Group | Tivoli software

2008 IBM Corporation

IBM Software Group | Tivoli software

Important Options (Cont.)

TSM Performance Tuning Guide: http://publib.boulder.ibm.com/infocenter/tivihelp/v1r1/index.jsp

2008 IBM Corporation

IBM Software Group | Tivoli software

Important Options - Server side options

2008 IBM Corporation

IBM Software Group | Tivoli software

Include / Exclude Processing from bottom up

Server provided options are last (note FORCE=YES Parameter..)

First match is used not most specific match

QUERY INCLEXCL to view list after it is built

2008 IBM Corporation

IBM Software Group | Tivoli software

Include / Exclude Strategies Exclude all except for those specified

Start with exclude * (Last pattern processed)

Include all except for those specified

Start with include * (Last pattern processed)