IBM Corporation

Tivoli Storage Manager Operational Reporting

Installation, Configuration and Customization
Tivoli Users Group Meeting, San Francisco, Feb 2006

Mike Collins (emcollin@us.ibm.com)

Architect and Lead Developer for Operational Reporting

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Outline

 Business Challenges and IBM Solutions

 Drill down into Storage Management and TSM

 Review complexities of managing TSM

 See how TSM Operational Reporting (TOR) helps

 TOR installation, configuration, customization

 Conclusion

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Business and Industry Challenges

Budget: IT spending is relatively flat

Data Growth: >50% annually

Compliance: >20,000 regulations worldwide

Manual Processes: Inefficient & potential

business risk

Existing Assets Not Fully Utilized: Inefficient and

ineffective

There are many challenges facing businesses today that are

causing them to think about managing their information more
efficiently and effectively

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IBM IT Service Management

- A Differentiated, Flexible Approach

IT CRM & Service Service Information Business

IBM IT Service Management Business Delivery
Management & Support Deployment Management Resilience

IT Process
Management Products

IT Service Change and Configuration

Management Platform Management Database

IT Operational
Management Products

Best Practices Business Server, Network

Storage Security
Application and Device
Management Management
Management Management

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IT Operational Management Products

Integrated across silos through ITSM Platform and to IT Process
Management Products Business Application Server, Network & Storage Management Security Management
Management Device Management
IBM IT Service Management Products include: Products include: Products include: Products include:
• Tivoli  Tivoli Enterprise • Tivoli Storage • Tivoli Access
Composite Console Manager Manager
Application
IT Process • Tivoli Monitoring • Tivoli • Tivoli Identity
Management Products Manager
Continuous Data Manager
• Tivoli
• Tivoli Business Protection for
OMEGAMON • Tivoli Federated
IT Service Systems Files
Identity
Management Platform Manager • Tivoli NetView
• TotalStorage Manager
• Tivoli Intelligent • Tivoli Remote Productivity
IT Operational • Tivoli Directory
Orchestrator Control Center
Management Products Server
• Tivoli Service • Tivoli Systems • TotalStorage
• Tivoli Directory
Level Advisor Automation SAN File System
Best Practices Integrator
• Tivoli License • Tivoli Workload • TotalStorage
• Security
Manager Scheduler SAN Volume
Compliance
Controller
• Tivoli License • Tivoli Manager
Compliance Provisioning
Manager for Manager
z/OS
• Tivoli
• Tivoli Contract Configuration
Compliance Manager
IBM Product Portfolio Manager
• Tivoli Decision
Available TODAY! Support for z/OS

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IT Operational Management Products

 Drill down into Storage Management and Tivoli Storage Manager
 Context: An example scenario for any given company
– IT Goals exist to minimize costs and maximize value
• Value aligned to business needs
– Active data exists throughout the network
• People run applications and produce data with varying levels of business value
• Different people are responsible for producing and protecting the data
• Different people are responsible for the applications, servers, workstations,
and storage systems that provide access to the data
– The data needs to be protected
• Business continuance issues – applications and data must be available
• ILM issues – aligning cost of storage with business value of the data
• Compliance issues – Must recover data when legally required
• Hierarchy of accountability where various people have skin in the game and a
need to know about the protection status for the data they are responsible for
– TSM is being used as the data protection and management product
• Great function, value, support

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Problems Managing TSM Without TOR

 TSM includes 100’s of commands and 1000’s of parameters
– Complexity – too much
• Need to read publications to determine which commands exist
• Need to determine which subset of commands to execute
• Need to evaluate the results and decide what to do with them
– Efficiency – not enough
• Need to determine who will execute commands and when
• Need to determine how commands will be executed
Interactively or by writing scripts
• Need to filter and format the results for consumption
• Process is time consuming, repetitive, inconsistent, and error prone
• Requires babysitting - it is difficult to manage by exception
– Collaboration – not enough
• Difficult for administrators to cover for each other when one is out
• Hard to distribute the information to those that need it
• Hard to make the information available on demand

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How TOR helps Manage TSM

 Complexity – simplified
– Default reports include commands and rules based on best practices
– A TSM server’s status is either “Running Smoothly” or “Needs Attention”
– The server’s status is included in the subject line of an e-mail
– If a server “Needs Attention” issues are identified and recommendations provided
– Easily customizable and supports point and click extensibility
 Efficiency – optimized through automation
– TOR executes monitoring and reporting commands on a schedule
– TOR filters and formats the results for consumption
– The process is automatic, consistent and repeatable
– Customizable rules make it easy to manage by exception
 Collaboration – rich and highly customizable
– Administrators can take vacation with peace of mind about being covered
– TOR distributes the right information at the right time to those that need it
– Supports multiple servers, multiple reports per server, multiple recipients per report
– Provides automatic notification to node owners for failed/missed schedules

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Operational Reporting Collaboration Model

Managers TSM Admins

TSM Server
Node
Owners
Desktop E-mail Operational Reporting

TSM Server
TEC Web

App
Help Desk Tape Operators Owners

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Sequence – What We are Going to Do

 Install Operational Reporting
 Quickly generate our first report
– Add a TSM server computer to the TSM management console tree view
– Add a report using defaults
– Refresh the report
 Configure the rest of Operational Reporting
– Open the main Operational Reporting Property sheet
• Right-click on Tivoli Storage Manager in the Tree and click TSM Operational Reporting…
– Edit the report we created earlier
• Change a notification rule in the custom summary
• Add an Extension that someone has shared with us
• Add E-mail recipients
• Enable automatic notification of missed and failed schedules
– Add a monitor
– Review Operational Reporting service, trace, and log settings
– Configure Operational Reporting to send E-mail
– Configure Operational Reporting to publish consolidated reports on the web
– Configure IIS and the Windows Firewall to support the web reports
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Install Operational Reporting

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How to Obtain, Install, and Start TOR

 TOR is part of the TSM Management Console on Windows
– Included and installed with the TSM Server on Windows
– Available as a standalone package if your server is not on Windows or if you want
to run TOR on a different Windows machine
– TOR runs on Windows and supports all TSM server platforms

 You can obtain the TSM server (tsmsrv53xx_win.exe) and/or standalone

TOR package (tsmcon53xx_win.exe) from the following location:

 ftp://service.boulder.ibm.com/storage/tivoli-storage-
management/maintenance/server/v5r3/WIN/LATEST/

 The standalone install will complete in less than 5 minutes

 The TOR icon will appear in the Tivoli Storage Manager program folder
under the Windows Start Menu and is labeled as Management Console

 Click on the management console icon to start TOR

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Quickly Generate Our First Report

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MMC – Main TSM Management Console

 Add Computers with TSM Servers
– Right-click on Tivoli Storage Manager and click Add TSM Computer…

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MMC – Add a TSM Computer

 Specify the computer’s name
 Select the operating system
 Select Include Report Features
 Select TSM Web Client (optional)
 Select TSM Web Administrator
 Specify TSM Server information
– Server name
– TCP/IP Address
– TCP/IP Port
– HTTP Port
 One TSM server instance per
machine is typical but you can
add additional instances as
required.
 Click OK
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MMC – Add a New Report

 Expand the tree under the computer you just added
 Right-click on Operational Reports and click New…

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MMC – Specify Report Name and Properties

 Click OK to accept default report name

 Click OK to accept default sections

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MMC – Interactively Test the Report

 Expand the tree and right-click on the new report
 Choose a Refresh option – current or scheduled time

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Configure the Rest of Operational Reporting

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Open the Main TOR Property Sheet

 Right-click on Tivoli Storage Manager and choose TSM Operational Reporting…

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Edit the Report We Created Earlier

 Clicking Edit on the Main TOR property sheet brings up the Report
property sheet

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Customizing Operational Reporting

 Custom Summary Sections
– Includes a default set of notification rules out of the box
– Stored in *.xml file templates which can be shared with others
– Once a template is created (or dropped into the console dir) it will automatically
show up in the menu for selection in any report or monitor
 Extensions
– TOR includes a set of canned sections
– You can add your own sections – called extensions
– Extensions can include any TSM command
– Extensions are sorted alphabetically
• Use a naming convention to group and order sections
– All selected extensions in a report are run when the report runs
– All selected extensions in a monitor are only run if a rule triggers an issue
• Allows for autonomic self-healing behavior
– Stored in *.ext files which can be shared with others
– Once an *.ext file is created (or dropped into the console dir) it will automatically
show up in the menu for selection in any report or monitor

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MMC – Custom Summary Section

•If you don’t want to use the defaults

you can completely tailor your custom
summary section.
•The custom summary is available for
reports and monitors
•Select Custom Summary and click
Settings…
•The custom summary section is
where you can define rules that will
alert you to various conditions

Note: a monitor differs from a report in that it

only includes custom summary, timing, and
extension sections. It only runs extensions and
notifies you if there are issues. Monitors
typically run quick and frequently.

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MMC – Report – Templates

•Settings are saved in a custom XML template file.
•You can share template files between reports and with others.

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MMC – Report – Statements

•This dialog will appear when

you insert or edit a line in the
custom summary section
•Specify a unique SQL
variable, report label, and a
SQL select statement
•You can test Select
statements
•Click Edit Rule… if you want
to define a rule that will trigger
a notification when a value
matches the criteria you set.

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MMC – Report – Rules

•Create a notification rule

•When the rule is triggered in a report you will get an entry in the Issues
and Recommendations section
•When the rule is triggered in a monitor you will be notified of the situation
through e-mail and/or with a message to your desktop

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MMC – Report – Extensions using SQL Selects

•Click Add to extend the set of sections

•Click Settings to edit an extension
•Click Advanced to build an SQL select statement
•Add once, use in any report
•Share extensions with others (*.ext files)
•A section is dynamically formatted based on the
results of the SQL select
•Extensions can be deleted
•Select checkbox to include new section in report

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MMC – Select Statement Builder

•Advanced feature
helps you to build SQL
select statements
•Select table columns
•Type over Alias to
update column header
•Cut,Copy,Paste,Del,
Select, multi-level
Undo,Redo, Drag/Drop
between workspace &
actual select statement
•Per server platform,
version, language,
table caching for fast
interaction
Example table cache file: tableinfo_eng_AIX-RS_6000_5.2.0.0.dat •Test before saving

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MMC – Add Report -- Recipients

•Exporting your recipient list will

make it easy to use the same list
in other reports
•Format can be Text, HTML,
or URL. URL will send an e-mail
link to the web summary page

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E-mail for “Running Smoothly”

The example above shows a notification Format of HTML. Below the Format is URL.

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E-mail for “Needs Attention”

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MMC – Add Report – Missed Schedules

Operational reporting can automatically
send clients an e-mail message when
their schedule has been missed or failed.

•Click Query
•Select Failed/Missed checkboxes
•Click Node Update
•Click Nodes Update to send all changes
back to the TSM server. Information is
stored in the node contact field.
•Click Failed or Missed to customize the
message to be sent

Tip: The Scheduled nodes only checkbox will

cause the Nodes Query button to return only
nodes that are associated with a schedule

Tip: To activate automatic notification you need

to select the corresponding report sections in
the Report Details tab.

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E-Mail for Failed Schedule

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MMC – Operational Monitor List

•Reports and monitors are both configured in the same way
•Click on Add to add a new operational monitor

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MMC – Add Monitor - Details

•Type in the monitor name

•Specify timing information
•Specify the number of versions of the
monitor results to display if using the
web summary page
•Select Settings… to customize the
monitor
•Timing info can help optimize queries
•Use extensions – an extension will
only be executed if a notification rule
is triggered in the custom summary

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MMC – Add Monitor -- Recipients

•Click Import… to retrieve e-mail

information exported earlier.
•Format can be Text, HTML,
or URL. URL will send an e-mail
link to the web summary page

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MMC – Add Monitor – Desktop Notify

•Operational monitoring can send a
message to your desktop to alert you
of any issues.

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Autonomic Self-Healing with Notification

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MMC – Configure Reporting Service

•Set the Windows

service details
•You can start/stop the
reporting service
•You can update the
service startup type
•You can enable and
review log and trace
information

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MMC – Configure E-Mail account

•The reporting service
will use this mail
account to send e-mail.

•The SMTP server

TCP/IP address
should be the fully
qualified TCP/IP
address.

•You can send a test

message to verify that
the SMTP server
settings are correct.

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Notification Options

•No longer
necessary to be
near a computer
to be notified of
TSM issues

•Phone services
make it easy to
get notified any
time, any place

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MMC – Configure Web Summary

•When enabled,
operational reporting will
produce a web page with
links to reports
•The Web Versions
parameter on the report’s
property sheet determines
how many versions to
display
•WebSphere (IBM Web
HTTP server) and IIS use
different default pages
•You can create a log file
for use by a Tivoli TEC log
file adapter which can
send events to TEC

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Web Summary Report

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Advanced Customization of TOR and Mgt Console

 Custom Summary Sections and Notification Rules
– Embedding HTML links into Notification Rules
– Issuing commands to multiple TSM servers from a single report
 Extensions – adding your own report sections
– Embedding HTML into an extension
• Using Inline Frames (IFRAME) to display file information
• Embedding Objects such as images, video, active-x, java-applets
– Referencing local and remote files using UNC names
– Easily shared – custom summaries and extensions are encapsulated in files
 Leveraging Autonomic Self-Healing capabilities of the TOR Monitor
– Notification Rules allow you to trigger actions via extensions
– Extensions are executed in order and any TSM command can be executed
– Provides a notification of error, a before view, attempted fix, and after view
 Add / Remove Snapins
– Extend the console with a large number of related management applications
– Add any web content, (web pages, PowerPoint, word files, PDF files)
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Add / Remove Snapins

 Start the TSM management console in Author Mode

MMC 2.0 (Windows prior to R2) MMC 3.0 (in Windows 2003 R2)

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TSM Management Console – Embedded Admin Center

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TSM Management Console – Embedded Web Admin

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TSM Management Console – Embedded Web Client

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IIS and Firewall Security Configuration

 IIS virtual Directory Settings  Windows Firewall
–Enable anonymous access to avoid –Enable web server exceptions to allow
requiring people from having to log in to see people to access the web server
web summary reports

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MMC – Interactive Command Line

•You can generate

operational reports from
the command line

•To get usage information

issue:

tsmrept /?

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MMC – Interactive Command Line

•Using the quick-edit feature of

windows command prompts
you can
•Type: tsmrept
•Copy and paste a line from the
output of tsmrept –type=list
•Press Enter to start the report
•Or you can just type in the
information
•Command line reports can be
useful in a script or to help
diagnose problems.

•Can be used with the

Windows Scheduler for fine
grained scheduling options

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Conclusion
 TOR can be leveraged very easily and quickly using defaults

 TOR can be customized and extended to meet your specific needs

 TOR is included with TSM at no additional charge and is fully supported

 TOR is documented in the standard TSM publications and redbooks

 TOR can help you increase business value while reducing costs

 Questions?

 Feel free to contact me (emcollin@us.ibm.com) with any comments

 Thank you

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