Front cover IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Provides an overview of IBM Tivoli Storage Manager for Macintosh Includes installation and configuration steps Discusses backup best practices Jason Cray Michael Stempf ibm.com/redbooks Redpaper International Technical Support Organization IBM Tivoli Storage Manager Backup-Archive Client for Macintosh December 2008 REDP-4422-00 Note: Before using this information and the product it supports, read the information in “Notices” on page v. First Edition (December 2008) This edition applies to Version 5.5 of IBM Tivoli Storage Manager (5608-ISM), IBM Tivoli Storage Manager Extended Edition (5608-ISX), IBM Tivoli Storage Manager for Storage Area Networks (5608-SAN), and to all subsequent releases and modifications until otherwise indicated in new editions or technical newsletters. This document created or updated on December 10, 2008. © Copyright International Business Machines Corporation 2008. All rights reserved. Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix The team that wrote this paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .x Chapter 1. Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.1 IBM Tivoli Storage Manager overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2 Tivoli Storage Manager for Mac overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3 Support for Mac OS X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3.1 Tivoli Storage Manager for Mac support matrix . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.3.2 Macintosh releases and supported Tivoli Storage Manager client . . . . . . . . . . . . . 1.4 Summary of changes for Tivoli Storage Manager for Mac . . . . . . . . . . . . . . . . . . . . . . . 1.4.1 Tivoli Storage Manager for Mac V5.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.4.2 Tivoli Storage Manager for Mac V5.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 2 3 3 4 4 4 5 Chapter 2. Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 2.1 Installing a fresh Tivoli Storage Manager client on Mac OS 10.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 2.2 Installing a fresh Tivoli Storage Manager Client on Mac OS 10.4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 2.3 Migrating from a Tivoli Storage Manager 5.4.1 to Tivoli Storage Manager 5.5 client . . 22 Chapter 3. Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1 User modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2 Setting a default options file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2.1 Editing the options file using the GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.3 Initial configuration of a Tivoli Storage Manager V5.5 client . . . . . . . . . . . . . . . . . . . . . 3.4 Initial configuration of a Tivoli Storage Manager V5.4 client . . . . . . . . . . . . . . . . . . . . . 3.5 Creating an Include-Exclude list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.6 Setting up the Web client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.7 Setting up the scheduler . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 30 31 32 35 45 54 60 65 Chapter 4. Backup and restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1 Types of backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1.1 Full incremental backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1.2 Incremental-by-data backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1.3 Selective backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.2 Performing a backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.3 Performing a restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 72 72 72 72 72 77 Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . How to get IBM Redbooks publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 83 83 83 83 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 © Copyright IBM Corp. 2008. All rights reserved. iii iv IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not give you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing, IBM Corporation, North Castle Drive, Armonk, NY 10504-1785 U.S.A. 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To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. © Copyright IBM Corp. 2008. All rights reserved. v Trademarks IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corporation in the United States, other countries, or both. These and other IBM trademarked terms are marked on their first occurrence in this information with the appropriate symbol (® or ™), indicating US registered or common law trademarks owned by IBM at the time this information was published. Such trademarks may also be registered or common law trademarks in other countries. A current list of IBM trademarks is available on the Web at http://www.ibm.com/legal/copytrade.shtml The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both: IBM® PowerPC® Redbooks® Redbooks (logo) ® Tivoli® TotalStorage® The following terms are trademarks of other companies: Java, JRE, and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. Intel, Intel logo, Intel Inside logo, and Intel Centrino logo are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States, other countries, or both. Other company, product, or service names may be trademarks or service marks of others. vi IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Preface This IBM® Redpaper publication provides a step-by-step overview of how to set up IBM Tivoli® Storage Manager Backup-Archive Client for Macintosh. It also discusses a recommended configuration as well as best practices. This paper is written for the administrators who will back up the machine and not from the point of view of the Tivoli Storage Manager Administrator. However, administrators will need to gather some information from the Tivoli Storage Manager Administrator. Also, in the writing of this paper, we assume some basic knowledge of using and administering the Mac OS. The team that wrote this paper This paper was produced by a team of specialists from around the world working at the International Technical Support Organization (ITSO), San Jose Center. Jason Cray has been with IBM for 3 years, working with IBM Tivoli Storage Manager for over 3 years. He is a Advisory Systems Engineer in the Central Region and supports Tivoli Storage Manager, San Volume Controller, and Total Storage Productivity Center. He is IBM Tivoli Storage Manager Deployment Certified. Michael Stempf has been with IBM for over 10 years, working with IBM Tivoli Storage Manager for over 6 years. He is a Senior Systems Engineer in the Central Region and supports IBM Tivoli Storage Manager, San Volume Controller, and TotalStorage® Productivity Center. He is IBM Tivoli Storage Manager Deployment Certified and IBM Certified. Thanks to the following people for their contributions to this project: Mary Lovelace International Technical Support Organization, San Jose Center Lupe Brown International Technical Support Organization, Austin Center Become a published author Join us for a two- to six-week residency program! Help write a book dealing with specific products or solutions, while getting hands-on experience with leading-edge technologies. You will have the opportunity to team with IBM technical professionals, Business Partners, and Clients. Your efforts will help increase product acceptance and customer satisfaction. As a bonus, you will develop a network of contacts in IBM development labs, and increase your productivity and marketability. Find out more about the residency program, browse the residency index, and apply online at: ibm.com/redbooks/residencies.html © Copyright IBM Corp. 2008. All rights reserved. vii Comments welcome Your comments are important to us! We want our papers to be as helpful as possible. Send us your comments about this paper or other IBM Redbooks® in one of the following ways: Use the online Contact us review Redbooks form found at: ibm.com/redbooks Send your comments in an e-mail to: redbooks@us.ibm.com Mail your comments to: IBM Corporation, International Technical Support Organization Dept. HYTD Mail Station P099 2455 South Road Poughkeepsie, NY 12601-5400 viii IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 1 Chapter 1. Overview The IBM Tivoli Storage Manager Backup-Archive Client for Macintosh performs backups and archives of Apple computers. In this paper, we demonstrate how to backup, restore, archive, and retrieve data for your Mac OS based computer, as well as general best practices about setting up and using the Tivoli Storage Manager Backup-Archive Client. We focus on Mac OS 10.5 and highlight any differences that might occur if you are using Mac OS 10.4. This paper is written for the administrators who will back up the machine and not from the point of view of the Tivoli Storage Manager Administrator. However, administrators will need to gather some information from the Tivoli Storage Manager Administrator. Also, we assume some basic knowledge of using and administering the Mac OS. If you need to reference information about the Mac OS, you can find it at: http://www.apple.com/support © Copyright IBM Corp. 2008. All rights reserved. 1 1.1 IBM Tivoli Storage Manager overview IBM Tivoli Storage Manager (TSM) is an enterprise class data backup and recovery program that allows users to store data with space management, backup, and archive tools or to recover their data with recall, restore, and retrieve utilities. Tivoli Storage Manager uses a relational database and recovery or transaction log for storing the metadata, configurations, and log data. To store actual user data, a cascading hierarchy of storage media is used. Additional archival devices, such as an emulated tape from a Virtual Tape Library, can be used, and duplicate copies of these devices can be created for external storage or offsite management. To prevent sequential access device contention, Tivoli Storage Manager implements the receipt of small files from large numbers of clients to a random access disk pool. When received, the data spools to a smaller number of high-speed tape devices. Additionally, because Tivoli Storage Manager is highly flexible, other configurations are possible to suit each user’s particular needs. The Tivoli Storage Manager Backup-Archive client is the most commonly used data source. This client allows backup and restore of data selectively and incrementally. Referred to as Incremental Forever, each unique client+filespace+path+file combination is catalogued separately for storage. Another data source provided by the Backup-Archive client is Archive (and retrieve). Through this source, groups of objects are generated for storage as a single unit. In contrast to the traditional full and incremental style of backup, Archive stores files separately in smaller aggregates. 1.2 Tivoli Storage Manager for Mac overview Tivoli Storage Manager is a client server based architecture. Thus, in the Tivoli Storage Manager environment there will be at the minimum one centralized server where all of the client’s data is sent. The server then applies the policies that you have, setting the appropriate attributes and placing the data in the appropriate location. In this architecture, Tivoli Storage Manager for Macintosh is the client piece that inspects and sends the data from the Macintosh workstation and servers back to the central Tivoli Storage Manager server. The Macintosh client is called the Tivoli Storage Manager Backup-Archive Client for Macintosh. IBM has developed this client to address the need for a backup, disaster recovery, and data management application for Macintosh systems. Although Mac OS X10.5 comes with Time Machine as a built-in application, it does not fulfill the complete needs of an enterprise. Tivoli Storage Manager Backup-Archive Client for Mac allows an enterprise to plan and provide true recovery and data management capabilities for their Macintosh clients. As the Macintosh operating system continues to grow, IBM will continue to grow the Tivoli Storage Manager Backup-Archive Client to use the Mac OS. 2 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 1.3 Support for Mac OS X This section contains the support matrixes for different versions of Tivoli Storage Manager for Mac. 1.3.1 Tivoli Storage Manager for Mac support matrix Mac Version 5.5 Table 1-1 lists the support matrix for Tivoli Storage Manager for Mac V5.5. In addition, Java™ JRE™ 1.4.x or Java JRE 5 is needed for the Java GUI. Table 1-1 Tivoli Storage Manager for Mac Version 5.5 support matrix Hardware Operating System Communication Protocol Any PowerPC® or Intel®-based Macintosh 128 MB RAM 100 MB Disk Space Macintosh OS X – 10.5 TCP/IP Mac Version 5.4 Table 1-2 lists the support matrix for Tivoli Storage Manager for Mac V5.4. In addition, Java JRE 1.4.x or Java JRE 5 is needed for Java GUI. Table 1-2 Tivoli Storage Manager for Mac Version 5.4 support matrix Hardware Operating System Communication Protocol Any PowerPC or Intel-based Macintosh 128 MB RAM 100 MB Disk Space Macintosh OS X – 10.4.x (where x=7 or higher) TCP/IP Mac Version 5.3 Table 1-3 lists the support matrix for Tivoli Storage Manager for Mac V5.3. Table 1-3 Tivoli Storage Manager for Mac Version 5.3 support matrix Hardware Operating System Communication Protocol Any PowerBook or Power Macintosh PC (G3 or higher) 128 MB RAM Disk Space – see the readme file Macintosh OS X – 10.3.9+, 10.4.0+ TCP/IP Chapter 1. Overview 3 1.3.2 Macintosh releases and supported Tivoli Storage Manager client The many releases of the Macintosh OS are known by their OS level, such as OS X 10.5, as well as their OS name, such as Leopard. Table 1-4 lists the OS names, OS levels, and the Tivoli Storage Manager client that supports that OS. Table 1-4 OS names, OS levels, and Tivoli Storage Manager Client support OS Name OS Level and Release Supported Tivoli Storage Manager Client Cheetah Mac OS X 10.0 2001 (March) Puma Mac OS X 10.1 2001 (September) Jaguar Mac OS X 10.2 2002 (August) Panther Mac OS X 10.3 2003 (October) Tivoli Storage Manager 5.3 requires 10.3.9 and above Tiger Mac OS X 10.4 2005 (April) Tivoli Storage Manager 5.3 requires 10.4.0-10.4.6 Tivoli Storage Manager 5.4 require 10.4.7 and above Leopard Mac OS X 10.5 2007 (October) Tivoli Storage Manager 5.5 requires 10.5 and above Note: After 30 April 2008, Tivoli Storage Manager 5.3 will no longer be supported by IBM. 1.4 Summary of changes for Tivoli Storage Manager for Mac In this section, we provide a summary of the Tivoli Storage Manager for Mac release features. For additional information about these release enhancements, refer to the IBM Tivoli Storage Manager for Macintosh Backup-Archive Clients Installation and User's Guide, SC32-0143. 1.4.1 Tivoli Storage Manager for Mac V5.4 Tivoli Storage Manager for Mac V5.4 includes the following enhancements: Password file format changes The format of the Tivoli Storage Manager password file changed in V5.3.4. Your existing password file will be migrated to the new format during the first session with a Tivoli Storage Manager server after you install the client. Universal Binary support You can now install and use Tivoli Storage Manager on all Intel-based Macintosh systems. Changed defaults for the managed services option The managed services option default is changed to include schedule. By default, the Client Acceptor Daemon (CAD) will manage the Web client and schedules. A new option, none, has been added to support running dsmc schedule. 4 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Option file and error log names The Macintosh client has been changed to use the same option file and error log names as the other Tivoli Storage Manager clients. The Tivoli Storage Manager User Preferences file is now the dsm.opt file, and the Tivoli Storage Manager System Preferences file is now the dsm.sys file. Support for the Web interface The Macintosh client now supports the Web interface for remote backup and restores. Support for the srvprepostscheddisabled and schedrestretrdisabled options. The srvprepostscheddisabled and schedrestretrdisabled options are now supported, in addition to the existing schedcmddisabled option. These options help to prevent Tivoli Storage Manager administrators from executing inadvertent or malicious operations on Tivoli Storage Manager client nodes. Reduced memory use during the incremental backup function The memoryefficient diskcachemethod option uses local disk space, which reduces the amount of memory that is required to complete an incremental backup. Support for include.fs The include.fs option controls how Tivoli Storage Manager processes your file space for incremental backup. Support for exclude.fs The exclude.fs option is now supported Dropped support for Mac OS X 10.3 Beginning with this release of Tivoli Storage Manager, Mac OS 10.3 is no longer supported. 1.4.2 Tivoli Storage Manager for Mac V5.5 Tivoli Storage Manager for Mac V5.5 includes the following enhancements: Transparent encryption support Support has been added for transparent encryption, using the encryptkeygenerate option. TCP/IP Version 6 support Tivoli Storage Manager for Mac client now supports the TCP/IP Version 6 (IPv6) protocol and will work in a dedicated IPv6, IPv4, or intermixed IP environment. Auditlogging and Auditlogname options The auditlogging option generates an audit log with an entry for each file that is processed during an incremental, selective, archive, restore, or retrieve operation. Chapter 1. Overview 5 6 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 2 Chapter 2. Installation In this chapter, we cover the installation of an IBM Tivoli Storage Manager client on a fresh machine that has never had a Tivoli Storage Manager client on it. We also discuss migrating from a Tivoli Storage Manager 5.4 client to a Tivoli Storage Manager 5.5 client. In Chapter 3, “Configuration” on page 29, we discuss the steps to configure your client after a fresh installation. © Copyright IBM Corp. 2008. All rights reserved. 7 2.1 Installing a fresh Tivoli Storage Manager client on Mac OS 10.5 Before you begin the installation or upgrade, make sure that you have: All of the passwords that you need The passwords that you need are the Admin password for the machine itself and the Tivoli Storage Manager node password that was assigned to your node by the Tivoli Storage Manager administrator. Any information for your Tivoli Storage Manager administrator if needed The other information that you might need is the Tivoli Storage Manager node name and Tivoli Storage Manager server IP address, which are necessary only if you are doing a fresh installation. The platform on which you are installing If you are doing a fresh installation, you also need to consult the supported platforms matrix listed in 1.3, “Support for Mac OS X” on page 3 to make sure that you are installing the correct client on the correct platform. If you are doing an upgrade or migration, you need to make sure the platform supports the new client that you are installing and that you have done a backup before you start the process. To install a fresh Tivoli Storage Manager client on Mac OS 10.5, follow these steps: 1. Download the client image from the following site for maintenance level code: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/maintenance/client 2. For the latest patch level code, use the following site: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/patches/client 3. Double-click the TSMBAC-Mac.dmg file, which mounts the installation file (see Figure 2-1). Figure 2-1 Mount the installation file 4. Double-click Tivoli Storage Manager.mpkg, which starts the installation process (see Figure 2-2). Figure 2-2 Tivoli Storage Manager installation process 8 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 5. The Welcome to the Tivoli Storage Manager Installer window opens, as shown in Figure 2-3. Click Continue. Figure 2-3 Welcome to Tivoli Storage Manager Installer 6. The Release Notes display. After you read them, click Continue (see Figure 2-4). Figure 2-4 Release Notes 7. The Standard Install window opens (see Figure 2-5). – If you want to do a standard installation, click Install to install everything except the Administrative Command Line Client. – If you want to upgrade only your existing components, you can also click Install to continue with the upgrade. – If you want to do a custom installation, for example to include the Administrative Command Line Client, click Customize. Chapter 2. Installation 9 Figure 2-5 Standard Install window Note: You need 66.9 MB of hard disk space to perform the installation. 8. If you click Customize, the Custom Install option window opens, and you can select the packages that you want to install (see Figure 2-6). Figure 2-6 Custom Install window 10 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Figure 2-7 shows the Backup-Archive Client option expanded. Figure 2-7 Custom Install on Mac Pro The Tivoli Storage Manager Backup-Archive Client package includes the following options: – The Command Line Client allows you to run the Tivoli Storage Manager Backup-Archive Client completely from a terminal command line. – The Web Client gives you a graphical Web interface for the Backup-Archive Client, which allows you to do everything except set and edit client preferences for the Tivoli Storage Manager client. – The Tivoli Storage Manager Backup-Archive Java Bundle allows you to run the Java graphical interface to the Backup-Archive Client client. – The Administrative Command Line Tool allows you to connect to the Tivoli Storage Manager server through a terminal command line to administer the Tivoli Storage Manager server. Chapter 2. Installation 11 9. Select or clear the Package Names that you want to install, and click Install to proceed (see Figure 2-8). Figure 2-8 Admin Command Line Tool 10.Enter a user name and a password with administrator access to the machine, as shown in Figure 2-9. Click OK to continue. Figure 2-9 Enter your password 12 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 11.The installation process starts. When it completes, you see the Install Succeeded message as shown in Figure 2-10. Click Close. Figure 2-10 Install Succeeded Refer to Chapter 3, “Configuration” on page 29 for the initial configuration of the Tivoli Storage Manager client. 2.2 Installing a fresh Tivoli Storage Manager Client on Mac OS 10.4 Before you begin the installation or upgrade, make sure that you have: All of the passwords that you need The passwords that you need are the Admin password for the machine itself and the Tivoli Storage Manager node password that was assigned to your node by the Tivoli Storage Manager administrator. Any information for your Tivoli Storage Manager administrator if needed The other information that you might need is the Tivoli Storage Manager node name and Tivoli Storage Manager server IP address, which are necessary only if you are doing a fresh installation. The platform on which you are installing If you are doing a fresh installation, you also need to consult the supported platforms matrix listed in 1.3, “Support for Mac OS X” on page 3 to make sure that you are installing the correct client on the correct platform. If you are doing an upgrade or migration, you need to make sure the platform supports the new client that you are installing and that you have done a backup before you start the process. Chapter 2. Installation 13 To install a fresh Tivoli Storage Manager client on Mac OS 10.4, follow these steps: 1. Download the client image for maintenance level code from the following site: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/maintenance/client 2. For the latest patch level code use the following site: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/patches/client 3. Double-click the TSMBAC-Mac.dmg file, which mounts the installation file (see Figure 2-11). Figure 2-11 Installing a fresh Tivoli Storage Manager Client 4. Double-click Tivoli Storage Manager.mpkg, which starts the installation process (see Figure 2-12). Figure 2-12 Tivoli Storage Manager 14 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 5. The Welcome to the Tivoli Storage Manager Installer window opens. Click Continue (see Figure 2-13). Figure 2-13 Welcome to the Tivoli Storage Manager Installer Chapter 2. Installation 15 6. The readme file displays. After you read this information, click Continue (see Figure 2-14). Figure 2-14 Readme information 16 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 7. Select the destination where you want the Tivoli Storage Manager client to install (see Figure 2-15). We recommend that you leave the entire installation on the root drive. Figure 2-15 Select a Destination Chapter 2. Installation 17 8. The Easy Install window opens (see Figure 2-16). – If you want to do a standard installation, click Install to install everything except the Administrative Command Line Client. – If you want to just upgrade your existing components, click Install and skip to step 11. – If you want to do a custom installation (for example to include the Administrative Command Line Client), click Customize. Figure 2-16 Easy installation Note: You need 66.9 MB of hard disk space to perform the installation. 18 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 9. The Custom Install window shows the different options that you can enable during installation (see Figure 2-17). We selected the Backup-Archive Client package. Figure 2-17 Custom installation Chapter 2. Installation 19 The Backup-Archive Client custom installation includes the following options (as shown in Figure 2-18). – The Command Line Client allows you to run the Tivoli Storage Manager Backup-Archive Client completely from a terminal command line. – The Web Client gives you a graphical Web interface for the Tivoli Storage Manager Backup-Archive Client, which allows you to do everything except set and edit client preferences for the Tivoli Storage Manager client. – The Tivoli Storage Manager Backup-Archive Java Bundle allows you to run the Java graphical interface to the Tivoli Storage Manager Backup-Archive Client. – The Administrative Command Line Tool allows you to connect to the Tivoli Storage Manager server using a terminal command line and administer the Tivoli Storage Manager server. Figure 2-18 Custom Install on “Macintosh HD” 20 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 10.Select the options that you want to install, and click Install to continue (see Figure 2-19). Figure 2-19 Custom install on “Macintosh HD” 11.You are prompted for a user name and password with administrator access to the machine (see Figure 2-20). Enter the required information, and click OK to continue. Figure 2-20 Installer requires password Chapter 2. Installation 21 12.The installation process starts. When the installation is complete, the Install Succeeded window displays (see Figure 2-21). Click Close to complete the installation. Figure 2-21 Installation succeeded window Refer to Chapter 3, “Configuration” on page 29 for details about the initial configuration of the Tivoli Storage Manager client. 2.3 Migrating from a Tivoli Storage Manager 5.4.1 to Tivoli Storage Manager 5.5 client When upgrading operating systems or performing an upgrade of a Tivoli Storage Manager client, it is recommended that you perform a manual incremental backup of the machine before it is upgraded. Do not perform a selective backup because it can interfere with your versioning. Before you begin the installation or upgrade, make sure that you have: All of the passwords that you need The passwords that you need are the Admin password for the machine itself and the Tivoli Storage Manager node password that was assigned to your node by the Tivoli Storage Manager administrator. Any information for your Tivoli Storage Manager administrator if needed The other information that you might need is the Tivoli Storage Manager node name and Tivoli Storage Manager server IP address, which are necessary only if you are doing a fresh installation. 22 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh The platform on which you are installing If you are doing a fresh installation, you also need to consult the supported platforms matrix listed in 1.3, “Support for Mac OS X” on page 3 to make sure that you are installing the correct client on the correct platform. If you are doing an upgrade or migration, you need to make sure the platform supports the new client that you are installing and that you have done a backup before you start the process. To migrate from a V5.4.1 client to a V5.5 client, follow these steps: 1. Download the client image from the following Web site for maintenance level code: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/maintenance/client 2. Download the client image from the following Web site for the latest patch level code: ftp://ftp.software.ibm.com/storage/tivoli-storage-management/patches/client 3. Double-click the TSMBAC-Mac.dmg file, which mounts the installation file (see Figure 2-22). Figure 2-22 Performing an upgrade of a Tivoli Storage Manager Client 4. Double-click Tivoli Storage Manager.mpkg to start the installation process (see Figure 2-23). Figure 2-23 Tivoli storage Manager.mpkg Chapter 2. Installation 23 5. The Welcome to the Tivoli Storage Manager Installer window opens (see Figure 2-24). Click Continue. Figure 2-24 Welcome to the Tivoli Storage Manager Installer 6. The Release Notes display (see Figure 2-25). After you read them, click Continue. Figure 2-25 Read the Release Notes 24 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 7. The Standard Install window displays (Figure 2-26). If you want to just upgrade your existing components, click Install and skip to step 9. However, if you want to add components, click Customize at the bottom left of the window. Figure 2-26 Standard Install window displays Note: You need 18.4 MB free to perform the upgrade. Chapter 2. Installation 25 8. If you click Customize, the Custom Install window opens (see Figure 2-27). Expand the Backup-Archive Client option to see which components will be upgraded or installed. You can select additional components here. In our case, we have installed all components previously, so everything will be upgraded. After making your selections, click Install. Figure 2-27 Components available for upgrade or install 9. You are prompted for the user name and password for the machine administrator (see Figure 2-28). Enter the information, and click OK to continue. Figure 2-28 Installer requires password 26 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 10.The upgrade proceeds. When complete, the Installation completed successfully window displays (see Figure 2-29). Click Close to finish the upgrade process. Figure 2-29 Install Succeeded Chapter 2. Installation 27 28 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 3 Chapter 3. Configuration In this chapter, we discuss the different user modes that are associated with the Macintosh Tivoli Storage Manager client. We also explain the initial configuration as well as how to create a default configuration. In addition, this chapter contains information about creating include-exclude lists, setting up the Web client, and setting up the scheduler service. If you are installing a fresh client, you need to go through the initial configuration steps to complete the installation of the Tivoli Storage Manager client. If you are migrating or upgrading your Tivoli Storage Manager client, you do not have to go through the initial configuration because the configuration was done during the setup of the previous client. However, to ensure that your client reflects the recommended setup, you might want to look though the configuration information. © Copyright IBM Corp. 2008. All rights reserved. 29 3.1 User modes When using Tivoli Storage Manager for the Mac, there are three types of recognized users: Root is the root user of the machine and has the real user ID of 0. Authorized users are any administrators that have execution privileges to the Tivoli Storage Manager binary. Root inherits this authority. Non-authorized users are any normal users of the machine that do not own the Tivoli Storage Manager binary. Table 3-1 shows the different functions which the users can perform. You can use this information to determine what type of user you need to log in as in order to run the Tivoli Storage Manager client. Table 3-1 User mode and functions 30 Task Root User Authorized User Non-Authorized User Registering new nodes with Tivoli Storage Manager server. Yes. Yes. No, even when the registration is set to open on the server Set or recreate the Tivoli Storage Manager password for client workstations. Yes, if the password file has been deleted. Yes, if the password file has been deleted and you have write permission to the file. No, not if the password file has been deleted Create and modify a client user options file. Yes. Yes, if you have write permission to the file. Yes, if you own the file. Create and modify an include-exclude list. Yes. Yes. No. Backup Yes. Yes, if you have read permission, regardless of ownership. Yes, if you own the file. Restore Yes. When restoring to a new location or the same location, file permission and ownership are preserved. Yes. However, the operating system will prevent writing to the same location if the file has read only permission. Ownership of all restored objects will be changed to Authorized User. Yes, if you own the file or you are granted access. The ownership of the restored file will change to the non-Authorized user. Archive Yes. Yes, if you have read permission, regardless of ownership. Yes, if you have read permission, regardless of ownership. IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Retrieve Yes. When retrieving to a new location or to the same location, file permissions and ownership are preserved. Yes. However, the operating system will prevent writing to the same location if the file has read only permission. Ownership of all retrieved objects will be changed to Authorized User. Yes, if you archived the file. Ownership of all retrieved objects will be changed to the non-Authorized user. Grant user access to files on the Tivoli Storage Manager server. Yes. Yes. Yes, for files that you own on the Tivoli Storage Manager server. Delete Tivoli Storage Manager server file spaces. Yes, if you are granted backup or archive delete authority by a Tivoli Storage Manager server administrator. Yes, if you are granted backup or archive delete authority by a Tivoli Storage Manager server administrator. No. 3.2 Setting a default options file If you are the root user or a system administrator you can create a default options file that is used for all users on the machine. This options file can be created to give all users of the machine a single fixed configuration that the administrator maintains. The single fixed configuration contained in the options file can be very useful to ensure that data that should be backed up gets backed up and data that should not be backed up is excluded. You can create your own options file, or you can use the sample options file that is provided at the time of installation. If you are doing a fresh installation, the Tivoli Storage Manager client creates a default option file for you during the configuration wizard, as discussed in 3.3, “Initial configuration of a Tivoli Storage Manager V5.5 client” on page 35. If you choose to use the sample options file: 1. Locate the installation directory at: /Library/Application Support/Tivoli/tsm/client/ba/bin 2. Find the dsm.opt.smp file. 3. Copy the file to the following directory: /Library/Preferences/Tivoli Storage Manager/ 4. Rename the file to dsm.opt. If you choose to create your own options file: 1. Go to the following directory: /Library/Preferences/Tivoli Storage Manager/ 2. Create a file named dsm.opt. If you decide to place the options file in a different directory or if you call the file by a different name, you must change the DSM_CONFIG environment variable or use the optfile option to Chapter 3. Configuration 31 reflect the changes that you choose. However, it is highly recommended that you use the default convention for directory structure and naming that we describe here. Note: The Tivoli Storage Manager Preferences editor will use the DSM_CONFIG and the DSM_DIR environment variables or the default location and name to locate the Tivoli Storage Manager options file. At this point, you can edit the text file manually, or you can use the GUI that is provided to set up the options in this file. If you choose to use TextEdit to edit the options file, you must save the file as plain text. By default, TextEdit does not do this. Therefore, before you save the document, you must click Format → Make PlainText. Do not add the .txt extension to the file name. 3.2.1 Editing the options file using the GUI If you chose to use the GUI to edit the options, follow these steps: 1. Open a finder window, and click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 3-1): – The README_enu.htm – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-1 Tivoli Storage Manager window 32 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 3. Double-click the TSM Tools for Administrators icon (see Figure 3-2). By starting the tools for administrators, the default global options for the Tivoli Storage Manager Backup-Archive Client on the machine that you are configuring are set. You can edit them later. Figure 3-2 TSM Tools for Administrators icon 4. In the TSM Tools for Administrator dialog box, three options display (Figure 3-3): – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-3 Three options for Administrators Select the Tivoli Storage Manager option, and then click OK to continue. 5. In the next window enter the user name and password for an administrator of the machine (see Figure 3-4). Figure 3-4 Enter user name and password for an administrator Chapter 3. Configuration 33 6. The Tivoli Storage Manager Client GUI opens. Click Edit → Client Preferences (see Figure 3-5). Figure 3-5 Tivoli Storage Manager Client GUI 7. You are prompted to enter the password for the Tivoli Storage Manager client (see Figure 3-6). Your Tivoli Storage Manager administrator should have provided you with this password. After you enter the password, click Login to continue. Figure 3-6 Enter password for the Tivoli Storage Manager 34 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 8. The Preferences Editor window opens to the General Preferences page (Figure 3-8). You use this window and the tabs on it to edit most of the options that are available for the Tivoli Storage Manager client. From this point you can use the GUI to edit the preferences for the default options file. Figure 3-7 Preferences Editor window 3.3 Initial configuration of a Tivoli Storage Manager V5.5 client You can use several methods to configure the Tivoli Storage Manager client. The easiest method is to start the Tivoli Storage Manager GUI. Note that this GUI is not the Web interface but the Java GUI that runs on the client itself. Before you begin the installation, you need to get the following information from your Tivoli Storage Manager administrator: Tivoli Storage Manager Node name Tivoli Storage Manager Node password Tivoli Storage Manager Server name Tivoli Storage Manager Server address Tivoli Storage Manager Server port Note: You cannot configure the Tivoli Storage Manager client from the Web interface. Chapter 3. Configuration 35 To open the Tivoli Storage Manager GUI and perform the basic initial configurations of the Tivoli Storage Manager client, follow these steps: 1. Open a finder window, and click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder and double-click it. Three icons display (Figure 3-8): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-8 Tivoli Storage Manager panel icons 3. Double-click the TSM Tools for Administrators icon. This option allows you to set the default global options for the Tivoli Storage Manager Backup-archive Client on the machine you are configuring (see Figure 3-9). Figure 3-9 TSM Tools for Administrators 36 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 4. In the TSM Tools for Administrator dialog box (Figure 3-10), three options display: – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-10 Three selectable options Select Tivoli Storage Manager, and click OK to continue. 5. Enter the user name and password for an administrator of the machine (see Figure 3-11). Click OK to continue. Figure 3-11 Tivoli Storage Manager option Chapter 3. Configuration 37 6. The TSM Client Configuration Wizard window opens (see Figure 3-12). At this point, the only active option is “Create a new options file” because, by default, the Tivoli Storage Manager client does not install an options file on a new installation. (For more information about the options file, refer to 3.2, “Setting a default options file” on page 31.) If you do not see this window and the client starts immediately, the Tivoli Storage Manager client was installed previously on the machine, and the old options file was left behind. You need to uninstall the client and remove the client options file if you want to start fresh with the configuration. Click Next to continue creating the new options file. Figure 3-12 TSM Client Configuration Wizard - Options File Task 38 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 7. Enter the name of the Tivoli Storage Manager server that you will access, as provided by your Tivoli Storage Manager administrator (see Figure 3-13). Then, click Next to continue. Figure 3-13 TSM Client Configuration Wizard - TSM Server Name 8. On the TSM Client/Server Communications window (see Figure 3-14), TCP/IP is the only choice available for the Mac. Click Next to continue. Figure 3-14 TSM Client Configuration Wizard - TSM Client/Server Communications Chapter 3. Configuration 39 9. On the Communication Parameters window (Figure 3-15), enter the TCP/IP address and port of the Tivoli Storage Manager server that you will access. Your Tivoli Storage Manager administrator should provide this information. Click Next to continue. Figure 3-15 TSM Client Configuration Wizard - Communication Parameters 10.The next window is the TSM Authentication window (see Figure 3-16). Enter the TSM node name, and click Next to continue. Figure 3-16 TSM Client Configuration Wizard - TSM Authentication 40 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 11.The completion window displays (see Figure 3-17). Click Next to finalize the base Tivoli Storage Manager client configuration. Figure 3-17 TSM Client Configuration Wizard - TSM client configuration You have now set the basic configuration information that is needed for the Tivoli Storage Manager client to connect to the Tivoli Storage Manager server. The next steps describe additional configurations that you need to make to the Tivoli Storage Manager client. 12.After the Configuration Wizard finishes, you see the Tivoli Storage Manager client GUI open. Click Edit → Client Preferences (see Figure 3-18). Figure 3-18 Client Preferences Chapter 3. Configuration 41 13.You are prompted for the Tivoli Storage Manager client password, as provided by your Tivoli Storage Manager administrator. After you enter the password, click Login to continue (see Figure 3-19). Figure 3-19 Tivoli Storage Manager client password 14.The Preferences Editor window opens to the General Preferences page (see Figure 3-20). You use this window and the tabs on it to edit most of the options that are available for the Tivoli Storage Manager client. For the initial client configuration, the options on the General page can be left at the default values. Figure 3-20 Preferences Editor - General Preferences 42 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 15.Click the Authorization tab in the left pane (see Figure 3-21). The Authorization Preferences page allows you to control access to Tivoli Storage Manager services, encryption settings, and password access. For certain services to work on the Tivoli Storage Manager client you need to change the Password Access option to the Password Generate option, which we recommend. Note: The administrator needs to log in to the Tivoli Storage Manager client again to generate the stored password. Figure 3-21 Preferences Editor - Authorization Preferences 16.You have now completed the base client options configuration. The next step is to configure the Tivoli Storage Manager client acceptor daemon. This daemon allows the Tivoli Storage Manager to perform scheduled backups and to accept connections for its Web interface. Navigate back to the TSM Tools for Administrators, and double-click the TSM Tools for Administrators icon. Then, select Start the Client Acceptor Daemon, and click OK to continue (see Figure 3-22). Figure 3-22 Start the Client Acceptor Daemon Chapter 3. Configuration 43 17.A warning displays that it can take a couple of minutes to start the Client Acceptor Daemon (see Figure 3-69). The total time that it takes the daemon to start depends on the performance of the machine that you are using and the amount of applications that are currently running. Typically, however, the daemon does not take too long to start. Click OK to start. Figure 3-23 Client Acceptor Daemon 18.You are prompted for the user name and password for an administrator of the machine (see Figure 3-24). Enter the information, and click OK to continue. Figure 3-24 User name and password 19.The Client Acceptor Daemon starts the process of making itself a service and starting. When this process finishes, you see a completion message (see Figure 3-25). Click OK. Figure 3-25 Client Acceptor Daemon started successfully 44 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 3.4 Initial configuration of a Tivoli Storage Manager V5.4 client You can use several methods to configure the Tivoli Storage Manager client. The easiest method is to start the Tivoli Storage Manager GUI. Note that this GUI is not the Web interface but the Java GUI that runs on the client itself. Before you begin the installation, you need to get the following information from your Tivoli Storage Manager administrator: Tivoli Storage Manager Node name Tivoli Storage Manager Node password Tivoli Storage Manager Server name Tivoli Storage Manager Server address Tivoli Storage Manager Server port Note: You cannot configure the Tivoli Storage Manager client from the Web interface. To open the Tivoli Storage Manager GUI and perform the basic initial configurations of the Tivoli Storage Manager client, follow these steps: 1. Open a finder window. Then, click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 3-26): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-26 Tivoli Storage Manager icons tools for administrators Chapter 3. Configuration 45 3. Double-click the TSM Tools for Administrators icon. This option allows you to set the default global options for the Tivoli Storage Manager Backup-archive Client on the machine that you are configuring (see Figure 3-27). Figure 3-27 TSM Tools for Administrators icon 4. In the TSM Tools for Administrator dialog box (Figure 3-28), three options display: – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-28 Three options for administrators Select Tivoli Storage Manager, and then click OK to continue. 5. In the next window, enter the user name and password for an administrator of the machine (see Figure 3-29). Figure 3-29 Enter user name and password for an administrator 46 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 6. The TSM Client Configuration Wizard window opens (see Figure 3-30). At this point, the only active option is “Create a new options file” because, by default, the Tivoli Storage Manager client does not install an options file on a new installation. For more information about the options file, refer to 3.2, “Setting a default options file” on page 31. If you do not see this window and the client starts immediately, the Tivoli Storage Manager client was installed previously on the machine, and the old options file was left behind. You need to uninstall the client and remove the client options file if you want to start fresh with the configuration. Click Next to continue creating the new options file. Figure 3-30 TSM Client Configuration Wizard - Options File Task Chapter 3. Configuration 47 7. Enter the name of the Tivoli Storage Manager server that you will access, as provided by your Tivoli Storage Manager administrator. Click Next to continue (see Figure 3-31). Figure 3-31 TSM Client Configuration Wizard - TSM Server Name 8. On the Client/Server Communications window (see Figure 3-32), TCP/IP is the only choice available for the Mac. Click Next to continue. Figure 3-32 TSM Client Configuration Wizard - TSM Client/Server Communications 48 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 9. On the Communication Parameters window (see Figure 3-33), enter the TCP/IP address and port of the Tivoli Storage Manager server that you will access. Your Tivoli Storage Manager administrator should provide this information. Click Next to continue. Figure 3-33 TSM Client Configuration Wizard - Communication Parameters 10.The next window is the TSM Authentication window (see Figure 3-34). Enter the TSM node name, and click Next to continue. Figure 3-34 TSM Client Configuration Wizard - TSM Authentication Chapter 3. Configuration 49 11.The completion window displays (see Figure 3-35.) Click Finish to finalize the base Tivoli Storage Manager client configuration. Figure 3-35 TSM Client Configuration Wizard - TSM client configuration You have now set the basic configuration information that is needed for the Tivoli Storage Manager client to connect to the Tivoli Storage Manager server. The next steps describe additional configurations that you need to make to the Tivoli Storage Manager client. 12.When the Configuration Wizard finishes, the Tivoli Storage Manager client GUI opens. Click Edit → Client Preferences (see Figure 3-36). Figure 3-36 Client Preferences 50 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 13.You are prompted for the Tivoli Storage Manager client password, as provided by your Tivoli Storage Manager administrator. After you enter the password, click Login to continue (see Figure 3-37). Figure 3-37 Tivoli Storage Manager client password 14.The Preferences Editor window opens to the General Preferences page (see Figure 3-38). You use this window and the tabs on it to edit most of the options that are available for the Tivoli Storage Manager client. For the initial client configuration, the options on the General page can be left at the default values. Figure 3-38 Preferences Editor - General Preferences Chapter 3. Configuration 51 15.Click the Authorization tab in the left panel (see Figure 3-39). This page allows you to control access to Tivoli Storage Manager services, encryption settings, and password access. For certain services to work on the Tivoli Storage Manager client, you need to change the Password Access to Password Generate, which we recommend. Note: The administrator needs to log in to the Tivoli Storage Manager client again to generate the stored password. Figure 3-39 Preferences Editor - Authorization Preferences 16.You have now completed the base client options configuration. The next step is to configure the Tivoli Storage Manager client acceptor daemon. This daemon allows the Tivoli Storage Manager to perform scheduled backups and to accept connections for its Web interface. Navigate back to the TSM Tools for Administrators, and double-click the TSM Tools for Administrators icon. Then, select Start the Client Acceptor Daemon, and click OK to continue (see Figure 3-40). Figure 3-40 Start the Client Acceptor Daemon 52 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 17.A warning displays that it can take a couple of minutes to start the Client Acceptor Daemon (see Figure 3-41). The time that it takes to start the daemon depends on the performance of the machine that you are using and the amount of applications that are currently running. Typically, however, the daemon does not take too long to start. Click OK to start. Figure 3-41 Client Acceptor Daemon 18.You are prompted for the user name and password for an administrator of the machine (see Figure 3-42). Enter the information, and click OK to continue. Figure 3-42 User name and password 19.The Client Acceptor Daemon starts the process of making itself a service and starting. When this process finishes, you see a completion message (see Figure 3-43). Figure 3-43 Client Acceptor Daemon started successfully Chapter 3. Configuration 53 3.5 Creating an Include-Exclude list By default, the Tivoli Storage Manager client backs up every file on a machine. However, this method is not always the desired or recommended method to back up a machine. Therefore, the Tivoli Storage Manager client has a list of files, directories, and objects that you can exclude from the backup, which is called the Include-Exclude list. There are two methods to edit or create the Include-Exclude list: Using the preferences editor from the Tivoli Storage Manager client GUI Editing the dsm.opt using a text editor The easiest method is the Tivoli Storage Manager client GUI, which is our recommended method to add or remove statements from the Include-Exclude list. To add or remove statements from the Include-Exclude list using the GUI, follow these steps: 1. Open a finder window. Click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 3-44): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-44 Tivoli Storage Manager icons tools for administrators 54 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 3. Double-click the TSM Tools for Administrators icon. This option allows you to set the default global options for the Tivoli Storage Manager Backup-Archive Client on the machine that you are configuring (see Figure 3-45). Figure 3-45 TSM Tools for Administrators icon 4. In the TSM Tools for Administrators window, three options display (see Figure 3-46): – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-46 Three options for administrators Select Tivoli Storage Manager, and then click OK to continue. 5. In the next window, enter the user name and password for an administrator of the machine (see Figure 3-47). Click OK to continue. Figure 3-47 Enter user name and password for an administrator Chapter 3. Configuration 55 6. In the Tivoli Storage Manager client GUI, click Edit → Client Preferences (see Figure 3-48). Figure 3-48 Tivoli Storage Manager - Client Preferences 7. You are prompted to enter the password for the Tivoli Storage Manager client (see Figure 3-49). Your Tivoli Storage Manager administration should have provided you with this password. After entering the password, click Login to continue. Figure 3-49 Enter password for Tivoli Storage Manager client 56 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 8. The Preferences Editor window opens to the General Preferences page (see Figure 3-50). This window is where you edit most of the options that are available for the Tivoli Storage Manager client. Click the Include-Exclude tab, fourth from the top, to open the Include-Exclude editor window. Figure 3-50 Preferences Editor - General Preference page Chapter 3. Configuration 57 9. Click Add on the right hand side of the Include Exclude Preferences panel (see Figure 3-51) to open the Define Include-Exclude window. Figure 3-51 Preferences Editor - Include-Exclude editor window 58 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 10.In the Define Include-Exclude Options window (Figure 3-52), select the category and type for the include or exclude that you want to add. Also, enter the full path to the directory or file that you want to include or exclude. Click OK to continue. Figure 3-52 Select category and type Chapter 3. Configuration 59 11.The new entry displays in the Statement List as shown in Figure 3-53. Repeat steps 9 and 10 to exclude or include all of the files that you want from you backup. Figure 3-53 Include Exclude Preference - Statement List entry 3.6 Setting up the Web client The Tivoli Storage Manager Backup-Archive Client is a Web interface that can be used to back up and restore files without being directly in front of the machine. However, you cannot configure the Tivoli Storage Manager client through the Web client interface. When you use the TSM Tools for Administrators to set up the Client Acceptor Daemon as a service on the machine, as outlined in our initial configuration, the Web client is configured as a part of this process. However, if you want to further configure the Web client, you can do so by following these steps: 1. Open a finder window. Click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 60 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 3-54): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-54 Tivoli Storage Manager icons tools for administrators 3. Double-click the TSM Tools for Administrators icon. This option allows you to set the default global options for the Tivoli Storage Manager Backup-Archive Client on the machine that you are configuring (see Figure 3-55). Figure 3-55 TSM Tools for Administrators icon 4. The TSM Tools for Administrators window has three options (see Figure 3-56): – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-56 Three options for Administrators Select Tivoli Storage Manager, and then click OK to continue. Chapter 3. Configuration 61 5. In the next window, enter the user name and password for an administrator of the machine (see Figure 3-57). Click OK to continue. Figure 3-57 Enter user name and password for an administrator 6. In the Tivoli Storage Manager client GUI open (see Figure 3-58), click Edit → Client Preferences as shown in Figure 3-58. Figure 3-58 Tivoli Storage Manager - Client Preferences 62 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 7. You are prompted to enter the password for the Tivoli Storage Manager client (see Figure 3-59). Your Tivoli Storage Manager administration should have provided you with this password. After entering the password, click Login to continue. Figure 3-59 Enter password for Tivoli Storage Manager client 8. The Preferences Editor window opens on the General Preferences page (see Figure 3-60). This window is where you edit most of the options that are available for the Tivoli Storage Manager client. Click the Web Client tab, ninth from the top, to enter the Web Client editor window. Figure 3-60 Preferences Editor - General Preference page Chapter 3. Configuration 63 9. In the Web Client Preferences window (see Figure 3-61), you can configure the options, as well as enable or disable the Web client. You can configure the following options: – The HTTP Port that is used to access the Web client. By default, it is port 1581. – The Web Agent Port, which is used by the Web client to issue commands back to the Tivoli Storage Manager client. This option can be configured to a port from 1000 through 32767 to allow access through a firewall. By default the value is 0, which means the Web client randomly picks a port in the above range. – The Web CAD Port, which is used by the Web client to issues commands to the Client Acceptor Daemon. This can be configured to be a port from 1000 through 32767. The default value is 0, which means a free port in that range is assigned randomly. – Under Managed Services Options, you need to have both the Web Client and the Schedule options selected. If you do not want the Web Client, clear the box next to it. However, make sure that you leave the Schedule option select because this is how scheduled backups are initiated and performed. – Revoke remote access privileges allows you to restrict administrators with client access privilege from access the Web client for that machine. By default this option is cleared. Figure 3-61 Web Client Preferences 10.Click OK to apply the configuration to the Web client and to exit the Client Preferences window. 64 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 3.7 Setting up the scheduler The Tivoli Storage Manager Backup-Archive Client has a built-in scheduler that allows the Tivoli Storage Manager server to perform scheduled backups of the machines in your environment. In addition, Tivoli Storage Manager scheduled backups can be performed by third-party applications as well. However, for this book, we discuss the scheduler function that comes bundled with the Tivoli Storage Manager and, more specifically, how to configure the client portion of the scheduler. When you use the TSM Tools for Administrators to set up the Client Acceptor Daemon as a service on the machine, as outlined in our initial configuration, the scheduler is initiated as a part of this process. However, if you want to further configure the Web client, you can do so by following these steps: 1. Open a finder window. Click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 3-62): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 3-62 Tivoli Storage Manager icons tools for administrators Chapter 3. Configuration 65 3. Double-click the TSM Tools for Administrators icon. This option allows you to set the default global options for the Tivoli Storage Manager Backup-Archive Client on the machine that you are configuring (see Figure 3-63). Figure 3-63 TSM Tools for Administrators icon 4. The TSM Tools for Administrators window has three options (see Figure 3-64): – Tivoli Storage Manager – Start the Client Acceptor Daemon – Stop the Client Acceptor Daemon Figure 3-64 Three options for Administrators Select Tivoli Storage Manager, and then click OK to continue. 5. In the next window, enter the user name and password for an administrator of the machine (see Figure 3-65). Click OK to continue. Figure 3-65 Enter user name and password for an administrator 66 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 6. In the Tivoli Storage Manager client GUI, click Edit → Client Preferences as seen in Figure 3-66. Figure 3-66 Tivoli Storage Manager - Client Preferences 7. You are prompted to enter the password for the Tivoli Storage Manager client (see Figure 3-67). Your Tivoli Storage Manager administration should have provided you with this password. After entering the password, click Login to continue. Figure 3-67 Enter password for Tivoli Storage Manager client Chapter 3. Configuration 67 8. The Preferences Editor window opens on the General Preferences page (see Figure 3-60). This window is where you edit most of the options that are available for the Tivoli Storage Manager client. Click the Scheduler tab, fifth from the top, to enter the Scheduler editor window. Figure 3-68 Preferences Editor - General Preference page 9. In the Scheduler Preferences window (see Figure 3-69) you can configure the following options for the scheduler of that machine: – Schedule Mode Allows you to set whether the Tivoli Storage Manager client polls at set intervals to check for changes to the schedule or whether you can have the client prompted from the server. Prompting can be used where a firewall is in place between the Tivoli Storage Manager client and Tivoli Storage Manager server. The recommended method to start all other clients is to have them set for polling with an interval of four hours. – Retry Settings Controls the number of times a schedule will try to run if it fails to start and the retry period is the interval between those retries. 68 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh – Schedule Log Controls where the log for schedule backups is kept and how often entries in the log are pruned. The recommended location is the default, and the recommended prune time is seven days. – Schedule Command Controls commands that can be initiated before and after a scheduled backup. Such commands might be to suspend a virtual guest or an application and then resume after the backup is finished. If you want the backup to wait till the command is finished, select the “Wait for the command to complete” option to cause the scheduled backup to wait for a return code of 0 from the command that is executed before the backup proceeds. The recommended setting is blank, unless you need to run a command. – The “Prevent the following Administrator defined Commands from executing” option allows the local administrator to prevent scheduled backups, operating system commands, and even the pre- and post-scheduled commands from running on that machine. The recommended setting is to leave these cleared unless there is a specific reason to enable them. Figure 3-69 Schedule mode 10.After you edit the settings for the scheduler, click OK to save them and to exit the preferences editor. Chapter 3. Configuration 69 70 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 4 Chapter 4. Backup and restore In this chapter, we discuss the types of backups that IBM Tivoli Storage Manager can perform, how to perform a backup of your data, and how to restore that data back to your machine. © Copyright IBM Corp. 2008. All rights reserved. 71 4.1 Types of backups Tivoli Storage Manager handles all backup needs through incremental and selective backups. Incremental backups are the main backups that Tivoli Storage Manager performs and are the basis for the incremental forever methodology that is used by Tivoli Storage Manager. The types of incremental backups are full incremental, partial incremental, and incremental-by-data backups. 4.1.1 Full incremental backup A full incremental backup is the default backup that Tivoli Storage Manager performs. With a full incremental backup, Tivoli Storage Manager scans all files on a machine that have not been excluded, compares the files to the last version held within Tivoli Storage Manager, and sends any files that have been modified to the Tivoli Storage Manager server. If this is the first time a backup is performed on a machine, Tivoli Storage Manager sends all files to the Tivoli Storage Manager server except those that have been excluded. 4.1.2 Incremental-by-data backup An incremental-by-data backup scans all of the files on a machine that are not excluded and compares their last modified date against the last version held within Tivoli Storage Manager. When an incremental-by-data backup is performed, Tivoli Storage Manager only sends the new file to the Tivoli Storage Manager server. It does not remove any deleted files or expired files and does not send files to a new management class if the management class has changed since the last full incremental backup. 4.1.3 Selective backup A selective backup will back up all selected files regardless of modification. This type of backup is also referred to as always backup, because it does not pay attention to the previous backup and always sends a copy of the files to the server. When using a selective backup, special attention must be paid to the files that are backed up because, in certain cases, the selective backup can cause an older version of a file to become the latest version that is backed up. We recommend against using a selective backup unless there is a business reason. 4.2 Performing a backup The Tivoli Storage Manager Backup-Archive Client can perform backups through several different methods through the GUI, command-line interface (CLI), Web-based GUI, and through scheduled backups on the Tivoli Storage Manager server. In this section, we cover how to perform backups through the GUI because that is our recommended method of performing a manual backup. If you want to understand how to schedule backups through the Tivoli Storage Manager server, refer to Tivoli Storage Manager Server Administration Reference or Tivoli Storage Manager Administrations Guide. 72 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh To back up your machine through the GUI, follow these steps: 1. Open a finder window. Click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 4-1): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 4-1 Tivoli Storage Manager icons tools for administrators 3. Double-click the Tivoli Storage Manager icon. Chapter 4. Backup and restore 73 4. The Tivoli Storage Manager Backup-Archive Client window opens (see Figure 4-2). Click the backup icon, which is the image of the computer with the arrow coming out of the monitor. Figure 4-2 Tivoli Storage Manager Backup-Archive Client window 74 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 5. In the Backup window, select Local to back up all local files on the machine that have not been excluded (see Figure 4-3). If you want to select only a file or subset of files, you can expand the local options to an explorer view and select the files or directories that you want to back up. It is recommended that you leave all other options at their default. Click Backup to continue. Figure 4-3 Backup window The backup progress window displays (see Figure 4-4). Figure 4-4 Backup progress window Chapter 4. Backup and restore 75 6. When the backup completes, a window opens to tell you that the backup is complete. Click OK to continue. Figure 4-5 Backup complete window 7. The Backup Report widow displays (see Figure 4-6). This report contains a detailed analysis of your backup. Some of the information that you can see includes how many bytes were transferred, if any bytes were LanFree, how much compression occurred if you have compression enabled, how many objects were inspected, how many objects were backed up, and if any objects failed or were marked inactive. You have now performed a backup of all local files on your machine. Figure 4-6 Backup Report window 76 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 4.3 Performing a restore The Tivoli Storage Manager Backup-Archive Client can perform restores through several different methods, including the GUI, the command-line interface (CLI), and the Web-based interface. In this section, we cover how to perform restores through the GUI, because that method is our recommended method of performing restores. If you want to perform a restore using the Web-based interface, the process is the same as restoring through the GUI, except that you access the interface using the Web browser, such as: http://hostname:1581 In the Web address, 1581 is the default Web port. To restore a machine using the GUI, follow these steps: 1. Open a finder window. Click the Applications link within the sidebar of the finder window. Note: You might have your applications already set as the default location to open in a new finder window. 2. Navigate to the Tivoli Storage Manager folder, and double-click it. Three icons display (Figure 4-1): – The README_enu.htm file – Tivoli Storage Manager – TSM Tools for Administrators Figure 4-7 Tivoli Storage Manager icons tools for administrators 3. Double-click the Tivoli Storage Manager icon. Chapter 4. Backup and restore 77 4. In the Tivoli Storage Manager Backup-Archive Client window (see Figure 4-8), click the restore icon, which is the image of the computer with the arrow going into the monitor. Figure 4-8 Tivoli Storage Manager Backup-Archive Client window 78 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh 5. In the Restore window, select the files to restore by expanding (clicking) the triangle for the file level section and then navigating to the files and directories by expanding the necessary levels. After you have navigated to the desired item, you can select it by checking the box next to the item (see Figure 4-9). You can select as many items as you want to restore. Click Restore to continue. Figure 4-9 Restore window 6. The Restore Destination window opens (see Figure 4-10). This window allows you to restore to the original location or into a location of your choosing. If you select a different location, you have the option to restore to all, part, or none of the original path where the file was held. Click Restore to continue. Figure 4-10 Restore Destination window Chapter 4. Backup and restore 79 7. If you chose to restore a file to the original location and the file already exists, you are prompted to replace the file, to not replace the file, or to cancel the restore (see Figure 4-11). Figure 4-11 Tivoli Storage Manager File replace prompt 8. When your restore finishes, the Restore completed message displays (see Figure 4-12). Click OK to continue. Figure 4-12 Restore completed message 80 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh The Restore Report displays (see Figure 4-13). This report provides a detailed summary of the restore that you just performed. Figure 4-13 Restore Report Chapter 4. Backup and restore 81 82 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Related publications We consider the publications that we list in this section particularly suitable for a more detailed discussion of the topics that we cover in this paper. Other publications The following publication is also relevant as a further information sources: IBM Tivoli Storage Manager for Macintosh Backup-Archive Clients Installation and User's Guide, SC32-0143 Online resources The following Web site is also relevant as a further information sources: Apple Inc. Web site http://www.apple.com/support How to get IBM Redbooks publications You can search for, view, or download IBM Redbooks, Redpapers, Technotes, draft publications and Additional materials, as well as order hardcopy Redbooks, at this Web site: ibm.com/redbooks Help from IBM IBM Support and downloads ibm.com/support IBM Global Services ibm.com/services © Copyright IBM Corp. 2008. All rights reserved. 83 84 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Index A acceptor daemon 43, 52 Administrative Command Line Tool 11 authorized users 30 B backup data 71 backup icon 74 Backup Report widow 76 Backup-Archive Client package options 11 C Client Acceptor Daemon 4, 43, 52 configuration of client 29 custom install 10 N non-authorized users 30 P Preferences Editor General Preferences 57, 63, 68 R Redbooks Web site 83 Contact us x release features 4 Restore Destination window 79 restore icon 78 root user 30 S D default options file 31, 35 Define Include-Exclude Options 59 download sites 8 dsm.opt file 54 DSM_CONFIG environment variable 31 sample options file 31 Schedule Mode 68 scheduler 65 selective backup 22, 72 support matrix 3 T E encryptkeygenerate option 5 F full incremental backup 72 I Include-Exclude list 54 Incremental backup 72 incremental backup 22 incremental backup by-date 72 Incremental Forever 2 incremental forever methodology 72 installation 7 Administrative Command Line Tool 11 Command Line Client 11 Tivoli Storage Manager Backup-Archive Java Bundle 11 TSMBAC-Mac.dmg file 8 Web Client 11 IPv6 protocol 5 J Java GUI 35, 45 © Copyright IBM Corp. 2008. All rights reserved. TCP/IP Version 6 protocol 5 Time Machine 2 Tivoli Storage Manager 5.4 client configuration 45 Backup-Archive Client 2 restore 77 scheduler 65 Web interface 60 client configuration 35, 45 client configuration wizard 38, 47 client installation 7 passwords needed 8, 13, 22 client login 34 client on Mac OS 10.4 13 code location 14 custom installation 19 destination 17 standard installation 18 client upgrade 29 for Mac support matrix 3 for Mac 5.4 exclude.fs option 5 include.fs option 5 incremental backup 5 managed services options 4 option file and error log names 5 Password file format changes 4 schedrestretrdisabled options 5 85 srvprepostscheddisabled option 5 Universal Binary support 4 Web Interface 5 for Mac 5.5 Auditlogging and Auditlogname options 5 TCP/IP Version 6 support 5 Transparent Encryption Support 5 Macintosh client configuration 29 node password 8, 13, 22 overview 2 server name 39, 48 TSM Tools for Administrators icon 33 TSMmpkg 14, 23 transparent encryption support 5 TSMBAC-Mac.dmg file 23 U upgrading your client 29 V Virtual Tape Library 2 86 IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Back cover IBM Tivoli Storage Manager Backup-Archive Client for Macintosh Provides an overview of IBM Tivoli Storage Manager for Macintosh This IBM Redpaper publication provides a step-by-step overview of how to set up IBM Tivoli Storage Manager Backup-Archive Client for Macintosh. It also discusses a recommended configuration as well as best practices. Includes installation and configuration steps This paper is written for the administrators who will back up the machine and not from the point of view of the Tivoli Storage Manager Administrator. However, administrators need to gather some information from the Tivoli Storage Manager Administrator. Also, in the writing of this paper, we assume some basic knowledge of using and administering the Mac OS. Discusses backup best practices ® Redpaper ™ INTERNATIONAL TECHNICAL SUPPORT ORGANIZATION BUILDING TECHNICAL INFORMATION BASED ON PRACTICAL EXPERIENCE IBM Redbooks are developed by the IBM International Technical Support Organization. Experts from IBM, Customers and Partners from around the world create timely technical information based on realistic scenarios. Specific recommendations are provided to help you implement IT solutions more effectively in your environment. For more information: ibm.com/redbooks REDP-4422-00