BMR 3.2.

1 QuickStart Guide
for Tivoli Storage Manager
Table of Contents
Introduction
Why should I read this document? - - - - - - - - - - - - - - - - - - - 2
Help - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2
Technical Support - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2
Terminology - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2
Supported Operating Systems for BMR Servers and Clients 3
Supported Storage Manager Version - - - - - - - - - - - - - - - - - 3
TSM Server: Pre-Install Checkpoints - - - - - - - - - - - - - - - - - 3
Installation Order - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3
Acquire a License Key - - - - - - - - - - - - - - - - - - - - - - - - - - - 3
Verify the Network - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 4
Install BMR Servers
AIX BMR Server Requirements - - - - - - - - - - - - - - - - - - - - - 4
Install AIX BMR Server - - - - - - - - - - - - - - - - - - - - - - - - - - - 5
Solaris BMR Server Requirements - - - - - - - - - - - - - - - - - - 5
Install Solaris BMR Server - - - - - - - - - - - - - - - - - - - - - - - - 6
HP-UX BMR Server Requirements - - - - - - - - - - - - - - - - - - 6
Install HP-UX BMR Server - - - - - - - - - - - - - - - - - - - - - - - - 7
Install BMR Clients
AIX BMR Client Requirements - - - - - - - - - - - - - - - - - - - - - 7
Install AIX BMR Client - - - - - - - - - - - - - - - - - - - - - - - - - - - 7
Solaris BMR Client Requirements - - - - - - - - - - - - - - - - - - - 8
Install Solaris BMR Client Using pkgadd - - - - - - - - - - - - - - - 8
HP-UX Client Requirements - - - - - - - - - - - - - - - - - - - - - - - 8
Install HP-UX BMR Client - - - - - - - - - - - - - - - - - - - - - - - - - 8
Windows NT BMR Client Requirements - - - - - - - - - - - - - - - 9
Install Windows NT BMR Client - - - - - - - - - - - - - - - - - - - - - 9
Windows 2000 BMR Client Requirements - - - - - - - - - - - - - - 9
Install Windows 2000 BMR Client - - - - - - - - - - - - - - - - - - - 9

The Kernel Group, Inc. BMR v3.2.1

2 Bare Metal Restore
BMR 3.2.1 QuickStart Guide for Tivoli Storage Manager

Introduction
Why should I read this document?
Please take a moment to review this document before installing BMR in your environment. It will save you time and will prevent
installation problems.
Bare Metal Restore is not an off-the-shelf program that you can install on your system. Before installation, you must check the
availability of certain services and protocols which BMR will require during the setup of servers and clients and during the restore of a
downed machine. Some system administration experience is required to do these one time tasks.

Help
The following Help tools are available for all platforms:
• Online Help is available through your browser
• The User Guide is available as a PDF file on the CD-ROM and via the TKG Support web site at www.tkg.com/support
• Release Notes (readme)
• This QuickStart Guide

Technical Support
If you encounter any problem, contact our Technical Support line at +1 512-433-3311 or toll-free (U.S. Only) 866-HELP-TKG (435-
7854). Leave a message with your name, telephone number and company name in the support voice mail box. A support engineer
will contact you within two hours. If the matter is not urgent, you can send an email to support@tkg.com.
Refer to the Customer Support Handbook for more information: http://www.tkg.com/support/cshandbook.html

Terminology
BMR Main Server
The BMR main server provides the BMR administrative functions. It holds the BMR database, maintains licensing information,
and hosts the GUI administrative interface. The BMR server requires a minimum of processor time, and could be installed on a
small machine, depending of your network layout and the BMR clients that you will add. The BMR server must be a UNIX
machine. You only need one BMR main server per network.

BMR Boot Server

The boot server holds the network boot image for Unix clients. One or the other boot server must have the same OS type as the
BMR clients it serves. In the case of Solaris and HP, the boot server must also be a BMR file server.

BMR File Server

The BMR file server contains the Shared Resource Tree (SRT). UNIX BMR clients must have the same OS type as their BMR file
server. For NT and Windows 2000 BMR clients, any of the supported UNIX BMR file servers can be used.
Refer to the BMR User Guide for more information on requirements for the BMR file servers.
Note: For Solaris and HP-UX: file and boot servers must always be present on the same physical machine.

BMR Client(s)
The BMR client is the machine that you want to protect with BMR.

Server
The Enterprise Storage Manager (ESM) server used to back up files on a BMR client. Tivoli Storage Manager (TSM) is
supported.

Shared Resource Tree

For UNIX, the SRT is a network or CD-based root file system used during client restoration. For Windows, the SRT is a collection
of software necessary to install a minimal OS for a client being recovered. The SRT is composed of the following components:
• The minimal OS (Kernel), filesets (UNIX), or install files (Windows)
• The TSM client software

The Kernel Group, Inc. BMR v3.2.1

 Introduction 3

• Optional: third party applications and drivers. For Solaris, this may include Veritas Volume Manager and File System
The SRT is built by you, on the file server for UNIX platforms or using one of the BMR clients for the Windows platforms. You will
be prompted for the OS install disks and for 3rd party software.
For more information on how to build the SRT, refer to the BMR User Guide for each operating system.

Supported Operating Systems for BMR Servers and Clients

Operating System Version BMR Compatible
AIX 4.x, 5.1 Server & Client
Sun Solaris 2.6, 7, 8 Server & Client
HP-UX 10.20, 11.00, 11i Server & Client
Windows NT Server, Advanced server Client only
Windows 2000 Professional, Server, Client only
Advanced server

Supported Storage Manager Version

Tivoli: ADSM 3.1, TSM 3.7, TSM 4.1, TSM 4.2

TSM Server: Pre-Install Checkpoints

The BMR main server must be an TSM client. The installation procedure requires an installed TSM client configuration file present on
the client system in order to find the TSM servers configuration. The BMR main server will also need full access to the backed-up files
of the BMR client.
• BMR main server and BMR client machines must have the TSM client software installed and configured
• TSM client version(s) (EU chars need TSM 4.1.2.12 or 4.2.0.12)
• Temporarily disable scheduled backup on target clients during the installation process
• The TSM client loaded on the BMR server must be the latest version used in your environment
• Check to make sure the TSM backups of BMR clients are successful and contain all the required OS elements

Installation Order
1. Acquire a license key.
2. Install and configure the BMR server.
3. Install and configure the BMR file and boot servers
4. Install and configure the BMR clients
5. Create shared resource trees (SRT)
6. Create boot images (BI)
7. Allocate BIs & SRTs to the BMR clients
This QuickStart Guide will walk you through Step 3. The BMR User Guide v3.2.1 provides complete configuration and restoration
procedures. Steps 5 - 7 are optional until you actually need to restore clients.

Acquire a License Key

Before installing BMR, you should have obtained a BMR License Key. Without a license key you can install the BMR server software
but you cannot add any BMR clients because the license key contains the number of machines licensed and the duration of the
license. Please contact TKG support to obtain a valid license key.
A License Key has the following format: 0E373ABHF71ICD5074CDBCC314EFTHNJ
• 32 characters
• Alpha-numeric
• Case-sensitive

BMR v3.2.1 The Kernel Group, Inc.

4 Bare Metal Restore
BMR 3.2.1 QuickStart Guide for Tivoli Storage Manager

Important: TKG needs a unique host ID for your candidate BMR main server in order to issue a license
key. You should be aware that this key will work only on the server from which you send us the
host ID. The license key cannot be transferred to another machine!

The host ID of your candidate BMR Main server can be obtained by following command :

OS Command Line Input

AIX uname -m

Solaris hostid

HP-UX uname -i

Contact support@tkg.com to obtain the latest BMR software release. Check our Website at http://www.tkg.com for the latest version
number. Downloads (updates and patches) are available at the Download Center at www.tkg.com/support.
If you are going to install a final BMR server over a trial version, you should first remove the trial version. Instructions for removal are
located in the BMR User Guide appendix, or call TKG Support at 512-433-3300 for assistance.

Verify the Network

• Network Types.
The only fully supported client network NIC type is 10/100 mb Ethernet. If you have AIX, you can use Token Ring. Token Ring
is only supported on limited NT platforms.
• Network Components
Check the network layout. Identify routers, hubs and switches. They can be a cause of problems with network speed. Since
the restore procedure uses network boot, you should obtain a list of blocked ports or protocols. Be aware of subnets in the
network, specifically with Solaris and HP-UX, as they may help with this restriction. Solaris cannot cross subnets and needs a
local BMR file & boot server in the subnet, DHCP, or bootparam relay.
• Network Security
If you have Network security that restricts the protocols that are used by BMR, then the Media Boot is an option to replace
network boot.

Install BMR Servers

Note: The installation procedure must be performed while you are logged in as root on all BMR main, file, and boot
servers.

AIX BMR Server Requirements

Space Requirements:
• Root file system for /tftpboot: 10 MB
• /tmp for SRT creation: 8 MB
• Per client OS level per SRT: 300 MB
• /usr/lpp: 15 MB
• /var : 50 MB (depends on logging)

User & Group

BMR uses a user and a group, typically this will be the bmradmin user and bmradmin group. Please create these.

Directories - files: (BMR File servers)

If the directory /export/srt or alternative location for SRTs suitable for NFS sharing does not exists, please create it.
If using SAMBA sharing to support Windows clients, the owner and group of /export/srt must be the bmradmin user & group.
To change the owner group, enter following commands:
chown bmradmin /export/srt
chgrp bmradmin /export/srt

The Kernel Group, Inc. BMR v3.2.1

 Install BMR Servers 5

Protocols.
1. Confirm that tftp and bootp protocol entries in /etc/inetd.conf are not commented out.
2. Save the file.
3. If the entries had to be uncommented, refresh the entries: type “refresh -s inetd” followed by Enter.
4. Check for bootp and tftp for “active” state: run lssre -ls inetd
5. Check the running NFS daemons: type “lssrc -g nfs” followed by Enter.
6. You should have 5 daemons running. If they are not: type “startsrc -g nfs” to start them. Recheck for 5 running daemons.

Install AIX BMR Server

Install the BMR Server Using smitty:
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:
smitty install_latest
The Install and Update from Latest Available Software screen displays.
3. In the field labeled _INPUT device / directory for software_ enter the path to one of the following:
• the BareMetal distribution file
• the device name of the CD-ROM drive (i.e., /dev/cd0)
4. Press RETURN. The Install and Update from Latest Available Software screen redisplays.
5. While on the _SOFTWARE to install_ option, press F4.
6. Using the arrow keys, move the selection bar to _Bare Metal Restore for AIX - Server_ and press F7.
7. Press RETURN three times to confirm the changes and exit to the main menu.
8. To exit smitty press F10.
9. After the BMR server software is installed, you must configure the server using bmrsetupserver, as explained in Chapter 3 of
the BMR User Guide v3.2.1.

Install the BMR Server Using installp

1. If you are installing BMR from the distribution CD, make sure that the server machine’s CD-ROM drive is properly mounted.
Otherwise, copy the BMR distribution file BareMetal to a temporary location.
2. Enter the following command:
installp -acXd <pathname> BareMetal.server
where <pathname> is the path to the BareMetal distribution file or the device name of the CD-ROM drive.
3. After the BMR server software is installed, you must configure the server using bmrsetupserver, as explained in Chapter 3 of
the BMR User Guide v3.2.1.

Solaris BMR Server Requirements

Space Requirements
• Root file system for /tftpboot: 10 MB
• /tmp for SRT creation: 5 MB
• Per client OS level: 300MB
Note: If some clients have Vxvxm or Vxlm, and others don’t, you need to create different SRTs (300 MB per SRT)
• /opt: 15 MB
• /var: 50 MB

User & group:

BMR uses a user and a group, typically this will be the bmradmin user and bmradmin group. Please create these.

Directories - files:
If the directory /export/srt does not exists, please create it.

BMR v3.2.1 The Kernel Group, Inc.

6 Bare Metal Restore
BMR 3.2.1 QuickStart Guide for Tivoli Storage Manager

Owner and group of /export/srt must be the bmradmin user & group.
To change the owners and group, enter following commands:
chown bmradmin /export/srt
chgrp bmradmin /export/srt

Protocols.
1. Edit /etc/inetd.conf.
2. If necessary, uncomment the lines containing tftpboot.
3. Save the file.
4. Refresh the entries: type “kill -HUP <PID of the inetd daemon>”.
5. Check for the running NFS daemons. Solaris has standard NFS installed and running.
ps -ef | grep nfs
• daemon 160 1 0 06:21:46 ? 0:00 /usr/lib/nfs/statd
• root 157 1 0 06:21:46 ? 0:00 /usr/lib/nfs/lockd
• root 261 1 0 06:21:54 ? 0:00 /usr/lib/nfs/mountd
• root 263 1 0 06:21:55 ? 0:00 /usr/lib/nfs/nfsd -a 16
6. If there are no entries, type shareall to start them. Recheck for the running daemons.

Install Solaris BMR Server

Install the BMR Server Using pkgadd
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:
pkgadd -d <pathname> BMRserver
where the <pathname> is the path to the Solaris distribution directory.
3. After the BMR server software is installed, you must configure the server using bmrsetupserver as explained in Chapter 3 of
the BMR User Guide v3.2.1.

HP-UX BMR Server Requirements

Space Requirements
• Root file system for /tftpboot: 10 MB
• /tmp for SRT creation: 5 MB
• 100MB per HP client OS level per SRT
• /opt: 15 MB
• /var: 50 MB

User & group:

BMR uses a user and a group, typically this will be the bmradmin user and bmradmin group. Please create these.

Directories - files:
If the directory /export/srt does not exists, please create it.
Owner and group of /export/srt must be the bmradmin user & group.
To change the owner and group. enter following commands:
chown bmradmin /export/srt
chgrp bmradmin /export/srt

Protocols.
1. Edit /etc/inetd.conf
2. If necessary, uncomment the lines containing tftp and bootps.
3. Save the file.
4. Refresh the entries: type “kill -HUP <PID of the inetd daemon>”
5. Check for the running NFS daemons. Solaris has standard NFS installed and running.

The Kernel Group, Inc. BMR v3.2.1

 Install BMR Clients 7

ps -ef | grep nfs

• daemon 160 1 0 06:21:46 ? 0:00 /usr/lib/nfs/statd
• root 157 1 0 06:21:46 ? 0:00 /usr/lib/nfs/lockd
• root 261 1 0 06:21:54 ? 0:00 /usr/lib/nfs/mountd
• root 263 1 0 06:21:55 ? 0:00 /usr/lib/nfs/nfsd -a 16
6. If there are no entries, type shareall to start them. Recheck for the running daemons.

Install HP-UX BMR Server

Install the BMR Server Using swinstall
1. Check to see if the following daemons are running. If not start them as follows:
• pfs_mountd&
• pfsd 6&
• pfsd.rpc&
2. Check what daemons are currently running:
ps -ef | grep pfs
Note: Six separate instances of this daemon should be running.
3. Create a mount point:
mkdir /bmr_cdrom
4. Mount the CD-ROM:
pfs_mount -o unix <cdrom device path> /bmr_cdrom
Note: To find the device path name, run
ioscan -nFC disk
5. From the root directory, install the BMR server software:
swinstall -s /bmr_cdrom/hp BareMetal.server
6. Unmount the CD-ROM drive:
pfs_umount /bmr_cdrom
7. Clean up the installation of BMR:
rm -r /bmr_cdrom
Note: Be very careful when using this command.
8. After the BMR server software is installed, you must configure the server using bmrsetupserver as explained in Chapter 3 of
the BMR User Guide v3.2.1

Install BMR Clients

Note: Once the BMR client software is installed, you must configure the BMR client using bmrsetupclient as
explained in Chapter 4 of the BMR User Guide v3.2.1

AIX BMR Client Requirements

• You must be the root user to perform the BMR client installation tasks.
• Each BMR client must have the BMR client software installed.
• The client TSM configuration must be modified to support BMR. BMR registers clients using exactly one TSM server name
and a corresponding TSM client name. Specifically, all client files must be backed up to the TSM server and the bmrsavecfg
command must be run before each such backup in order to save the current machine configuration. If bmrsavecfg is not run,
or the backup is not performed successfully, then the client cannot be restored.

Install AIX BMR Client

Installing the BMR Client Using smitty
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:

BMR v3.2.1 The Kernel Group, Inc.

8 Bare Metal Restore
BMR 3.2.1 QuickStart Guide for Tivoli Storage Manager

smitty install_latest
The Install and Update from Latest Available Software screen displays.
3. In the field labeled “INPUT device / directory for software” enter the path to the BareMetal distribution file or the device name of
the CD-ROM drive (i.e., /dev/cd0) and press Return. The Install and Update from Latest Available Software screen
redisplays.
4. While on the ‘SOFTWARE to Install’ option, press F4.
5. Using the arrow keys, move the selection to “Bare Metal Restore for AIX - Client” and press F7.
6. Press Return three times to confirm the changes and exit to the main menu.
7. Press F10 to exit smitty
8. When the BMR server software is installed, you must configure the server using bmrsetupserver

Install the BMR Client Using installp

The following steps are required to install the BMR client using the command line. This procedure must be performed on each BMR
client machine.
1. If you are installing BMR from the CD, make sure that the server machine’s CD-ROM drive is properly mounted. Otherwise, copy
the BMR distribution file BareMetal to a temporary location.
2. Enter the following command:
installp -acXd <pathname> BareMetal.client
where <pathname> is the path to the BareMetal distribution file or the device name of the CD-ROM drive.

Solaris BMR Client Requirements

• You must be the root user to perform the BMR client installation tasks.
• Each BMR client must have the BMR client software installed and
• The client TSM must be modified to support BMR. Specifically, all client files must be backed up to the TSM server, and the
bmrsavecfg command must be run before each backup to save the current machine configuration. If bmrsavecfg is not run,
or the backup is not performed properly or successfully, the client cannot be restored.

Install Solaris BMR Client Using pkgadd

1. Make sure VolD is running.
2. Insert the CD into the CD-ROM drive.
3. Enter the following command:
pkgadd -d <pathname> BMRclient
where the <pathname> is the path to the Solaris distribution directory.

HP-UX Client Requirements

• You must be the root user to perform the BMR client installation tasks.
• Each BMR client must have the BMR client software installed.
• The client TSM must be modified to support BMR. Specifically, all client files must be backed up to the TSM server, and the
bmrsavecfg command must be run before each backup in order to save the current machine configuration. If bmrsavecfg is
not run, or the backup is not performed properly or successfully, the client cannot be restored.

Install HP-UX BMR Client

1. Check to see if the following daemons are running. If not, start them as follows:
• pfs_mountd&
• pfsd 6&
• pfsd.rpc&
2. To verify that the daemons are currently running, enter the following command:
ps -ef | grep pfs
Note: (Six separate instances of this daemon should be running)
3. Create a mount point:
mkdir /bmr_cdrom

The Kernel Group, Inc. BMR v3.2.1

 Install BMR Clients 9

4. Mount the CD-ROM using the following command:

pfs_mount -o unix <cdrom device path> /bmr_cdrom
Note: To find the device path name run:
ioscan -nFC disk
5. From the root directory, install the BMR client software using this command:
swinstall -s /bmr_cdrom/hp BareMetal.client
6. Unmount the CD-ROM drive:
pfs_umount /bmr_cdrom
7. Clean up the installation of BMR:
rm -r /bmr_cdrom
Note: Be very careful when using this command.

Windows NT BMR Client Requirements

Hardware Requirements:
• ISA or PCI based PC
• Ethernet card with a NDIS 2.0 (DOS) driver available OR a CD-ROM capable of being used with DOS
• A floppy drive

Software Requirements:
• Windows NT 4.0
• TSM version 3.7, 4.1, or 4.2

Install Windows NT BMR Client

1. Insert the BMR CD into the CD-ROM drive.
2. If your CD-ROM has Autorun enabled, InstallShield runs automatically when the disk is inserted into the drive. InstallShield loads
and the installation screen displays.
3. If Setup does not run automatically, click Start - Run - and type D:\nt\setup.exe, where D: is the letter of your CD-ROM drive.
4. After InstallShield completes: run Start - Programs - Bare Metal Restore - Setup Client.

Windows 2000 BMR Client Requirements

Hardware Requirements:
• Ethernet card with a NDIS 2.0 (DOS) driver available OR a CD-ROM capable of being used with DOS
• A floppy drive

Software Requirements:
• Windows 2000
• TSM version 3.7, 4.1, or 4.2
•

Install Windows 2000 BMR Client

1. Insert the BMR CD into the CD-ROM drive.
2. If your CD-ROM has Autorun enabled, InstallShield runs automatically when the disk is inserted into the drive. InstallShield loads
and the installation screen appears.
3. If Setup does not run automatically, click Start - Run - and type D:\2000\setup.exe, where D: is the letter of your CD-ROM drive.
4. After InstallShield completes, the Setup Client Wizard starts automatically.

BMR v3.2.1 The Kernel Group, Inc.

10 Bare Metal Restore
BMR 3.2.1 QuickStart Guide for Tivoli Storage Manager

Important!

You must do a complete backup of your client before

BMR can restore that client.

Note: You must successfully save the configuration (bmrsaveconfg), do a complete backup, and then you can restore the
client. A complete backup includes system files and Registry.

Refer to the BMR User Guide v3.2.1, Chapter 1, for additional information on correctly backing up your client.
End.

The Kernel Group, Inc. BMR v3.2.1