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IBM Tivoli Storage Manager: Bare Machine Recovery for Microsoft Windows 2003 and XP
Use built-in APIs provided by Windows to protect your system See how Windows ASR integrates with ITSM Learn how to configure your system for recovery
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Redpaper
International Technical Support Organization IBM Tivoli Storage Manager: Bare Machine Recovery for Microsoft Windows 2003 and XP October 2003
Note: Before using this information and the product it supports, read the information in Notices on page v.
First Edition (October 2003) This edition applies to IBM Tivoli Storage Manager V5.2 and above. Note: This book is based on a pre-GA version of a product and may not apply when the product becomes generally available. We recommend that you consult the product documentation or follow-on versions of this redbook for more current information.
Copyright International Business Machines Corporation 2003. 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.1 IBM Tivoli Storage Manager concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2 IBM Tivoli Storage Manager functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2.1 Restore and backup functions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2.2 Archive and retrieve functions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2.3 Managing backups, archives, other data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2.4 Administrative overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.2.5 Hints and tips for command line, registration, and timeout . . . . . . . . . . . . . . . . . . . Chapter 2. Setting up IBM Tivoli Storage Manager for BMR . . . . . . . . . . . . . . . . . . . . . 2.1 Prerequisites and considerations in using ASR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.1.1 Hardware requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.1.2 Software requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.1.3 Supported configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.2 Installation of the ITSM client on your Windows environment. . . . . . . . . . . . . . . . . . . . 2.3 Customization of the ITSM client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3.1 TSM Backup/Archive Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3.2 Online image support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.3.3 Open file support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.4 Performing ITSM backups for ASR with Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . 2.4.1 ASR backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.4.2 SYSTEMOBJECT backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.4.3 Incremental backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.4.4 Copy ASR backup to diskette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5 Performing ITSM backups for ASR with Windows 2003 . . . . . . . . . . . . . . . . . . . . . . . . 2.5.1 ASR backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5.2 System services and system state backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5.3 Incremental backup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.5.4 Copy ASR backup to diskette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Chapter 3. Microsoft Windows automated system recovery with ITSM . . . . . . . . . . . 3.1 Recovering a Microsoft XP image using ASR and ITSM . . . . . . . . . . . . . . . . . . . . . . . 3.1.1 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1.2 The Windows XP Professional recovery process . . . . . . . . . . . . . . . . . . . . . . . . . 3.1.3 Windows XP Professional recovery example . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1.4 Common Errors in restore process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2 Recovering a Microsoft 2003 image using ASR and ITSM . . . . . . . . . . . . . . . . . . . . . . 3.2.1 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2.2 The recovery process for Windows 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2.3 Windows 2003 recovery example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2.4 Common errors in restore process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 3 3 3 4 9
11 12 12 13 13 13 14 15 15 15 16 16 18 19 21 22 23 24 25 28 31 32 32 33 34 43 46 46 48 48 57 iii
Appendix A. Slipstreaming Windows XP Service Pack 1a . . . . . . . . . . . . . . . . . . . . . . 61 Slipstreaming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Slipstream Windows XP Service Pack 1a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
iv
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. The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products. This information contains examples of data and reports used in daily business operations. 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 illustrates 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. 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 IBM's application programming interfaces.
Trademarks
The following terms are trademarks of the International Business Machines Corporation in the United States, other countries, or both:
IBM pSeries AIX GDPS HACMP/6000 IBM Rational Redbooks SP1 SP2 Tivoli TotalStorage Redbooks(logo)
The following terms are trademarks of other companies: ActionMedia, LANDesk, MMX, Pentium and ProShare are trademarks of Intel Corporation in the United States, other countries, or both. Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both. C-bus is a trademark of Corollary, Inc. in the United States, other countries, or both. UNIX is a registered trademark of The Open Group in the United States and other countries. SET, SET Secure Electronic Transaction, and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product, and service names may be trademarks or service marks of others.
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Preface
This Redpaper will help you install, tailor, and configure Microsoft Windows Automated System Recovery (ASR) features with IBM Tivoli Storage Manager (ITSM) to protect your systems from catastrophic failures.
Comments welcome
Your comments are important to us!
Copyright IBM Corp. 2003. All rights reserved.
vii
We want our papers to be as helpful as possible. Send us your comments about this Redpaper or other Redbooks in one of the following ways: Use the online Contact us review redbook form found at:
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Mail your comments to: IBM Corporation, International Technical Support Organization Dept. QXXE Building 80-E2 650 Harry Road San Jose, California 95120-6099
viii
Chapter 1.
Introduction
The purpose of this book is to provide a guide to using the Bare Machine Recovery (BMR) procedures with IBM Tivoli Storage Manager (ITSM) Level 5.2 for the following operating systems: Microsoft Windows XP Professional Microsoft Windows 2003 Server It should be first noted that this function also requires the Microsoft Windows Automated System Recovery (ASR). This is a facility provided by Microsoft to recover the above mentioned operating systems in the event of a catastrophic system or hardware failure. The purpose of ASR is to return the operating system to the point of last backup. ITSM interfaces with ASR to provide the data management functions and a repository for the data that has been backed up. In this chapter we introduce the basic concepts of IBM Tivoli Storage Manager (ITSM). We will focus our attention on the backup and restore functions of the product, and provide a brief overview of the archive and restore and management aspects of ITSM. This guide is not intended to be a full introduction to ITSM. In subsequent chapters, we discuss with examples how to do the following: Install the ITSM client on your Microsoft Windows environment Customize the ITSM client to ensure that backups are going to take place Perform ITSM backups of the required data Overview of Microsoft Windows Automated System Recovery Initiate and complete the restore process using Bare Machine Recovery (BMR) There will also be a section summarizing the tricks and traps we experienced so that you may gain from our experience in using the product.
Network
Storage Pools
IBM Tivoli Storage Manager manages the movement and storage of data. The ITSM client software is installed on computers in your environment that require managing, and an ITSM server is required to manage the metadata and the storage pools. Data can be backed up, archived, or moved from its primary location to storage devices used by ITSM; these locations are called storage pools. ITSM can be set up to run in a local area network (LAN), wide area network (WAN), or Storage Area Network (SAN) environments. Note: As a general rule, the server version should be at a higher release level than the client; please check release documentation for compatibility between specific releases and combinations.
Backup
ITSM utilizes a progressive backup methodology. A full backup is done only once, after which incremental backups are made only of files that have changed since the last backup. The metadata associated with these backup copies are stored in the ITSM database. The number of backup copies retained and the length of time they are retained for is specified by the storage administrator, and also stored in the database. This progressive backup methodology yields many benefits including the elimination of redundant backups, reduction of data movement over your network, and an automated method of backup and file retention. In addition, backups may be performed on demand, either as full, incremental, or as a selected set or subset of individual files. In any implementation of ITSM, the server will always know the location of the most recent copy of your file resides; this is crucial in the efficient and effective recovery of your data.
Chapter 1. Introduction
Copy frequency Copy destination The metadata (data about the actual data) and media that it resides upon, exists within the ITSM database, journals, and log files.
The ITSM Console is the central server interface, all other server interfaces and the Web backup-archive client can be accessed from the ITSM Console. The ITSM Console is a Microsoft Management Console snap-in that provides the following features: A Microsoft Windows style tree view of network computers on which ITSM resources are installed Network scan utilities that can be used to locate ITSM client and server nodes for remote management A Net Send feature that can be used to notify operators of ITSM mount requests and status messages ITSM server configuration and management wizards. Command line and Web based interfaces for ITSM server management A Web based interface that can be used to remotely backup and restore of client data Reporting functions for ITSM server and client instances, device drivers, and schedules
The ITSM Web interface is intended to be the primary tool for ongoing ITSM server administration.
Chapter 1. Introduction
The ITSM server command line interface is useful for experienced ITSM administrators who are familiar with the ITSM command set. Some administrators rely on the ITSM command line as their primary configuration and management tool. This interface allows for the generation of administrative scripts and macros, which can be scheduled to execute automatically.
The ITSM client graphical interface is designed to allow users to initiate on demand backup archive and recovery functions from the client machine. The interface uses a familiar Windows-styled tree view to display the drives, directories, and files that can be manipulated between the client and the server.
Chapter 1. Introduction
The ITSM client Web interface is a graphical interface based on Java, and is included with the installation package, but must be manually installed and configured on each client node. The ITSM client Web interface supports the following browser: Microsoft Internet Explorer 5.0 or later with Java Runtime Environment (JRE) 1.3.1 Netscape Navigator 4.7 or later with Java Runtime Environment (JRE) 1.3.1 Netscape Navigator 6.0 or later
Figure 1-7 IBM Tivoli Storage Manager client command line interface
The ITSM client command line is a character based interface that provides comprehensive control of ITSM client functions. This interface is installed as part of the ITSM client package.
1.2.5 Hints and tips for command line, registration, and timeout
When installing ITSM for the first time on multiple workstations, it may be a good idea to set the following options. These options can be reset to the required permanent values once the installation has either been completed, or the value of their initial setting is no longer a distinct advantage.
Registration
When you first set up the clients for your installation, it may be advisable to allow open registration. This will save you from registering each client from the server interface individually. To do this, enter the following command from the command line interface:
set registration open
Chapter 1. Introduction
Note: This command should be reset to closed once the initial setup of the clients has been completed, since it will allow any client to register without being previously authorized.
This parameter should be set in line with your companys security policies.
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Chapter 2.
11
12
Version of Windows at Backup Windows XP Windows XP Windows XP Service Pack 1 Windows XP Service Pack 1 Windows XP Service Pack 1a Windows XP Service Pack 1a Windows 2003 Server
Version of Windows at Restore Windows XP Windows XP Service Pack 1a Windows XP Windows XP Service Pack 1a Windows XP Windows XP Service Pack 1a Windows 2003 Server
Supported or Not Supported Supported (see Note) Not supported Supported (see Note) Supported Not supported Supported Supported
Note: The Japanese and Spanish versions of Microsoft Windows XP are not supported.
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You must set up the wizards selected in Figure 2-2, if they have not already been set up to enable ASR. In the following section, we provide an explanation of the purpose of these options. Other setup wizards can be completed, the three we have shown are the only ones required for the ASR recovery process.
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15
The ASR method for Bare Machine Recovery requires that the data be backed up in a certain order. And at least that the ASR backup (not to be confused with creating the ASR recovery diskette) be done prior to the latest incremental backup. The following is the order we used in the testing: ASR backup SYSTEMOBJECT backup Incremental backup Copy ASR backup to diskette An example of each of these steps is provided in the following subsections.
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If you complete the incremental prior to doing the ASR backup, then the SMSS.asr and the NTDLL.ASR files will not be backed up on the incremental backup. Simply perform another incremental backup prior to attempting to restore the system. Otherwise, if you are restoring the system without the ASR files in the backup, the following error will occur: Setup was unable to start the recovery application:
C:\windows\temp\tsmasr.cmd /sifpath=C:\windows\repair\asr.sif. The error code returned was 0x2.
This error can be fixed in the recovery process, See 3.1.3, Windows XP Professional recovery example on page 34.
17
To back up the system objects using the GUI: 1. Click the Backup button from the GUI main window (see Figure 2-3 on page 16). The Backup window appears. 2. Expand the directory tree by clicking the plus sign + To display files in a folder, click the folder icon. 3. Locate the System Objects node in the directory tree and expand it. 4. Click the selection box for the system object(s) you want to back up. 5. Click Backup. The Backup Task List window displays the backup processing status. When processing completes, the Backup Report window displays the processing details. You can back up the Windows XP system objects together or individually. Microsoft recommends that all system objects be backed up together to maintain a consistent system state. The following are valid system objects: Active Directory (domain controller only) Certificate server database Cluster Database (cluster node only) COM+ database Event logs (system, security, and application) Registry System and boot files System volume Removable Storage Management Database (RSM) Replicated file systems (FRS) Windows Management Instrumentation (WMI)
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You can exclude system objects from backup processing using the exclude.systemobject option. See Exclude options in IBM Tivoli Storage Manager for Windows: Backup-Archive Clients Installation and User's Guide Version 5 Release 2, GC32-0788-03, for more information.
In our example we will be performing a backup and restore of a PC workstation. It is vital that the sequence presented here is followed. ITSM recovery with ASR is dependant upon the data being backed up in a certain sequence, so that your system will be returned to a state consistent with how it was backed up. Select the Backup button to initiate the system backup; Figure 2-8 will appear showing you that the backup is in progress.
19
If you wish to track the progress of the backup, click the Report button and Figure 2-9 will show you the Detailed Status Report.
If your network does not support DHCP, then you can use local backup sets containing the backup of your system, boot drives, and SYSTEMOBJECT for Windows XP. Use the GENERATE BACKUPSET command to generate a backup set for a backup-archive client node. A backup set is a collection of a clients active backed up data, stored and managed as a single object, on specific media, in server storage. While the server allows you to create a backup set for any client node, a backup set can only be used by a backup-archive client. See IBM Tivoli Storage Manager for Windows Administrators Reference Version 5.2 for the commands required to generate a backup set.
20
First copy the ASR files to a floppy disk: Select Utilities and then Create ASR Diskette from the command items (see Figure 2-10).
Insert Floppy, click Next; the files are copied to diskette and the following dialog will appear. (See Figure 2-12.)
21
If ASR backup has not been done at all, and you attempt to copy the ASR files to a floppy disk, then the following error dialog box will appear. (See Figure 2-13.)
The ASR method for Bare Machine Recovery requires that the data be backed up in a certain order. At least that the ASR backup (not to be confused with creating the ASR recovery diskette) must be done prior to the latest incremental backup. The order used in the testing we did was: 1. 2. 3. 4. ASR backup System services and system state backup Incremental backup Copy ASR backup to diskette
22
If you complete the incremental prior to doing the ASR backup, then the SMSS.asr and the NTDLL.ASR files will not be backed up on the incremental backup. Simply perform another incremental backup prior to attempting to restore the system. Otherwise, if you are restoring the system without the ASR files in the backup, the following error will occur:
Setup was unable to start the recovery application C:\windows\temp\tsmasr.cmd /sifpath=C:\windows\repair\asr.sif. The error code returned was 0x2.
23
This error can be fixed in the recovery process. See 3.1.3, Windows XP Professional recovery example on page 34.
To back up system objects (for Windows 2003 these are split into system services and system state) using the GUI: 1. Click the Backup button from the GUI main window (see Figure 2-3 on page 16). The Backup window appears. 2. Expand the directory tree by clicking the plus sign +. To display files in a folder, click the folder icon. 3. Locate the system services and system state nodes in the directory tree and expand it. 4. Click the selection box for the system object(s) you want to back up. 5. Click Backup. The Backup Task List window displays the backup processing status. When processing completes, the Backup Report window displays processing details. You can back up Windows 2003 system objects together or individually. Microsoft recommends that all system objects be backed up together to maintain a consistent system state. The following are valid system objects: Active Directory (domain controller only) Certificate server database Cluster database (cluster node only) COM+ database Event logs (system, security, and application) Registry System and boot files
24
System volume Removable Storage Management Database (RSM) Replicated file systems (FRS) Windows Management Instrumentation (WMI) You can exclude system objects from backup processing using the exclude.systemobject option. See Exclude options in the IBM Tivoli Storage Manager for Windows: Backup-Archive Clients Installation and User's Guide Version 5 Release 2, GC32-0788-03, for more information.
In our example, we will be performing a backup and restore of a PC workstation. It is vital that the sequence presented here is followed. ITSM recovery with ASR is dependant upon the data being backed up in a certain sequence, so that your system will be returned to a state consistent with how it was backed up. Select the Backup button to initiate the system backup, Figure 2-8 will appear showing you that the backup is in progress.
25
If you wish to track the progress of the backup click the Report button, and Figure 2-9 will show you the Detailed Status Report.
26
If your network does not support DHCP, then you can use local backup sets containing the backup of your system and boot drives, system state, and system services. Use the GENERATE BACKUPSET command to generate a backup set for a backup-archive client node. A backup set is a collection of a clients active backed up data, stored and managed as a single object, on specific media, in server storage. While the server allows you to create a backup set for any client node, a backup set can only be used by a backup-archive client. See IBM Tivoli Storage Manager for Windows Administrators Reference Version 5.2 for the commands required to generate a backup set.
27
First copy the ASR files to a floppy disk, then select Utilities and then Create ASR Diskette from the command items. See Figure 2-10.
Insert the floppy then click Next. The files are copied to diskette and the following dialog will appear. See Figure 2-12.
28
If ASR backup has not been done at all, and you attempt to copy the ASR files to a floppy disk, the following error dialog box will appear. See Figure 2-13.
29
30
Chapter 3.
31
Use ASR as a last resort in system recovery, only after you have exhausted other options such as the startup options Safe Mode and Last Known Good Configuration.
3.1.1 Prerequisites
Before you begin to attempt to restore a Microsoft Windows XP Professional system with ASR and ITSM, you must have the following items at hand: ASR diskette Windows XP Professional operating system installation CD IBM Tivoli Storage Manager Client CD The ITSM node password
ASR diskette
Refer to 2.4.4, Copy ASR backup to diskette on page 21 for information on how to create the ASR diskette required for this recovery task: These are the recovery steps if you did not create the ASR diskette prior to needing it for ASR: 1. Create an ASR diskette for another machine through the virtualnode option. 2. Alter the files to point to the machine and filespace for the required restore. 3. Label a diskette using the Windows command LABEL A: TSMASR Refer to the detailed instructions for this task in No ASR diskette available on page 44.
Additional information regarding the creation of a bootable CD-ROM containing a Windows XP SP1 installable operating system can be found at: http://www.windows-help.net/WindowsXP/winxp-sp1-bootcd.html
If you are going to create a CD for the restoration it will need to be created with TSMCLI as the volume label and package must be renamed to TSMCLI.EXE and placed in the root directory of the CD. The IBM Tivoli Storage Manager client software can be downloaded from the following FTP site:
ftp://ftp.software.ibm.com/storage/tivoli-storage-management/patches/client/v5r2/
You will need to select the TSMxxxx_GA_1_WIN32.exe file from the subdirectory appropriate to the version you require. Obviously for the ASR you will need at least the 5.2.0 version. Prepare the TSM client package in package-for-the-web format burned onto a CD. This is the single self-extracting installation package of TSM that IBM makes available through FTP. 1. Download the TSM client package (TSMxxxx_GA_1_WIN32.exe) where xxxx represents the release number within the version. 2. Rename the package to TSMCLI.EXE. From a command prompt issue: RENAME TSMxxxx_GA_1_WIN32.exe to TSMCLI.EXE 3. Using the method described by your CD-ROM burning software, specify the volume label to be TSMCLI. 4. Insure the TSMCLI.EXE file path is designated as the root directory (\) in your CD-ROM burning software. 5. Burn the CD using the method described by your CD-ROM burning software.
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b. Windows reformats the boot volume and may reformat other partitions on the disk if partition layout is different than on the original system. 5. The nodes hard disk will be formatted and checked for errors, also certain files will be copied to the Windows installation folders. 6. Insert the Windows client installation package CD (labeled TSMCLI) into the CD-ROM drive when prompted. The TSM client package (TSMCLI.EXE) is copied to the %SystemRoot%\temp directory 7. Insert the TSMASR diskette again into the floppy drive when prompted. The tsmasr.opt, tsmasr.cmd, and waitforevent.exe files are copied to the %SystemRoot%\temp directory. 8. Remove the diskette when prompted prior to system reboot. 9. Insert the operating system CD into the drive when prompted. 10.After setup completes, a command window is opened, and the tsmasr.cmd file is run in this window. A second command window is opened (and minimized), which can be used for diagnostic purposes. 11.The TSM client is silently installed. 12.You are prompted to choose whether you want to restore from a network connected TSM server (press 1) or a local backup set (press 2). 13.TSM prompts for your ID and password if you are restoring from the TSM server. If restoring from local backup set, you are prompted for the path to the local backup set, for example, r:\backupsetfile1.ost. You will be prompted for subsequent volumes if you your backup set occupies more than one volume. 14.TSM commands are issued to restore the system drive. 15.TSM commands are issued to restore system objects. 16.The command file exits and the machine reboots. Remove the TSMASR diskette from the drive. After rebooting, the operating system will come up in a fully recovered state. 17.Recovery of user data and applications can now be performed using traditional TSM restore facilities.
Insert the operating system CD into the CD-ROM drive. Restart the computer. Press the appropriate key to boot from CD. Note: You may need to configure your computer BIOS to prefer boot from CD
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You may also need to be quick to select the appropriate key to boot from CD as this option does not wait around too long before a normal startup is initiated.
Press F2 to enter ASR recovery mode during text mode section of Setup. This option also does not wait for a response so you will need to be ready to press the F2 key.
Insert the ASR diskette (labeled TSMASR) into the floppy drive when prompted for the Windows ASR recovery diskette.. This is the diskette which was created with the ITSM client option Create ASR Diskette refer to Figure 2-10 on page 21.
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The nodes hard disk will be formatted, if there was a previous version of Windows residing on the target machine then you may need to delete the partition in order to install (recover) your backed up system. Follow the prompts and respond as you would for a new installation. Remember, however, that the new partition cannot have a drive space partition which is smaller than the partition which was originally backed up.
The disks are then checked for errors using the Windows utility.
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Insert the Windows client installation package CD (labeled TSMCLI) into the CD-ROM drive when prompted. The TSM client package (TSMCLI.EXE) is copied to the %SystemRoot%\temp directory.
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Insert the TSMASR diskette again into the floppy drive when prompted. The tsmasr.opt, tsmasr.cmd, and waitforevent.exe files are copied. The prompt may appear three times, once for each file that is copied to the to the %SystemRoot%\temp directory. Press enter each time and the process will continue
Figure 3-9 Windows ASR requests removal of the floppy disk prior to rebooting the system
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After setup completes, a command window is opened, and the tsmasr.cmd file is run in this window. A second command window is opened (and minimized), which can be used for diagnostic purposes. The TSM client is silently installed.
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Figure 3-12 Decision point: restore from ITSM server or backup set
You are prompted to choose whether you want to restore from a network connected TSM server (press 1) or a local backup set (press 2).
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TSM prompts for your ID and password if you are restoring from the TSM server. If restoring from local backup set, you are prompted for the path to the local backup set, for example, r:\backupsetfile1.ost. You will be prompted for subsequent volumes if you your backup set occupies more than one volume.
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TSM commands are issued to restore the system drive. TSM commands are issued to restore system state and system services on Windows 2003 (system objects on Windows XP). The command file exits and the machine reboots. Remove the TSMASR diskette from the drive. After rebooting, the operating system will come up in a fully recovered state. Recovery of user data and applications can now be performed using traditional TSM restore facilities.
Follow these instructions to recover the system from this error: 1. Find another machine running the same maintenance level of Windows as the system you wish to recover.
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2. Copy the SMSS.ASR and NTDLL.ASR files from the \WINDOWS\REPAIR directory of that machine to a diskette. 3. Re-run the ASR recovery process to the point where the TSM ASR recovery script prompts you for network or backupset recovery. 4. Use the minimized command window (shown at the bottom of Figure 3-14) to copy the files to the machine being recovered. For example, you may use the command:
COPY A:\*.ASR C:\WINDOWS\REPAIR
The diagnostic command window is available if you need to display or edit files. This facility is within a DOS prompt, and is first available when Windows ASR installs IBM Tivoli Storage Manager. See Figure 3-11 on page 40. Note: This error should only become an issue during testing as the normal state of events will ensure that you have done an ASR backup once the files will have been created and backed up.
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When you use the virtualnodename option in your client options file, or with a command: 1. You must specify the name you specified with the nodename option in your client options file (tsmasr.opt). This name should be different from the name returned by the hostname command on your workstation. 2. Tivoli Storage Manager prompts for the password assigned to the node you specify, if a password is required. If you enter the correct password, you have access to all backups and archives that originated from the specified node. When connecting to a server, the client must identity itself to the server. This login identification is determined in the following ways: If the nodename and virtualnodename options are not specified, or a virtual node name is not specified on the command line, the default login ID is the name returned by the hostname command. If the nodename option is specified, the name specified with the nodename option overrides the name returned by the hostname command. If the virtualnodename option is specified, or a virtual node name is specified on a command line, it cannot be the same name as the name returned by the hostname command. When the virtual node name is accepted by the server, a password is required (assuming authentication is on), even if the passwordaccess option is generate. The password is not stored in the registry even when the passwordaccess option is set to generate. Once a connection to the server is established, then access is permitted to any file backed up using this login ID. Syntax
>>-VIRTUALNodename- nodename-----------------------------------><
You will also need to change the tsmasr.cmd file to ensure that the restore commands point to the correct filespaces for the machine that you are restoring. Here is an example of a TSMASR.CMD file that resores the nodename IBM-BRETT, each occurrence of this nodename would have to be altered to the nodename required for the machine restore:
@start "IBM Tivoli Storage Manager" /MIN cmd.exe @echo off @title IBM Tivoli Storage Manager @echo Windows ASR is installing TSM. Please wait for installation to complete. %SystemRoot%\temp\tsmcli.exe -s -e setup.exe -a /s /v"INSTALLDIR=\"%SystemRoot%\temp\~tsmasr\" ADDLOCAL=\"Client\" TRANSFORM=\"C:\tsm_images\TSM_BA_CLIENT\1033.mst\" /qn /l*v \"C:\WINDOWS\repair\tsmasrsetup.log\" RebootYesNo=\"No\" REBOOT=\"Suppress\" ALLUSERS=1 " %SystemRoot%\temp\waitforevent.exe 600 Diagnostics REM pause pushd %SystemRoot%\temp\~tsmasr\baclient copy %SystemRoot%\temp\tsmasr.opt >nul @echo Do you wish to perform Automated Service Recovery (ASR) restore from the TSM server or from a local backup set? @echo 1. Restore from the TSM server. @echo 2. Restore from a local backup set. :choice set /P CH= if /I "%CH%"=="1" goto NETWORK if /I "%CH%"=="2" goto BACKUPSET goto choice
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:NETWORK dsmc restore \\IBM-BRETT\C$\ C:\ -subdir=yes -preservepath=complete -replace=all -tapeprompt=no -nodename=IBM-BRETT -optfile=tsmasr.opt dsmc restore systemstate -asrmode=yes -nodename=IBM-BRETT -computername=IBM-BRETT -optfile=tsmasr.opt dsmc restore systemservices -asrmode=yes -nodename=IBM-BRETT -computername=IBM-BRETT -optfile=tsmasr.opt REM Diagnostics dsmc query backup \\ibm-brett\c$\WINDOWS\repair\*.asr -asrmode=yes -nodename=IBM-BRETT -optfile=tsmasr.opt >tsmasrdiag.txt REM dsmc query backup \\ibm-brett\c$\WINDOWS\repair\*.asr -asrmode=yes -nodename=IBM-BRETT -optfile=tsmasr.opt >a:\tsmasrdiag.txt @GOTO DONE :BACKUPSET dsmc restore backupset TSMASR \\IBM-BRETT\C$\ C:\ -asrmode=yes -subdir=yes -preservepath=complete -replace=all -tapeprompt=no -nodename=IBM-BRETT -location=file -optfile=tsmasr.opt dsmc restore backupset TSMASR systemstate -asrmode=yes -nodename=IBM-BRETT -location=file -replace=all -computername=IBM-BRETT -optfile=tsmasr.opt dsmc restore backupset TSMASR systemservices -asrmode=yes -nodename=IBM-BRETT -location=file -replace=all -computername=IBM-BRETT -optfile=tsmasr.opt :DONE @echo on
3.2.1 Prerequisites
Before you begin to attempt to restore a Microsoft Windows 2003 Professional system with ASR, you must have the following items at hand: ASR diskette Windows XP Professional operating system installation CD IBM Tivoli Storage Manager Client CD The ITSM node password
ASR diskette
Refer to 2.4.4, Copy ASR backup to diskette on page 21 as to how to create the ASR diskette required for this recovery task. How to recover if you did not create the ASR diskette prior to needing it for ASR: 1. Create an ASR diskette for another machine through the virtualnode option. 2. Alter the files to point to the machine/filespace for the required restore. 3. Label a diskette using the Windows command LABEL A: TSMASR. Refer to the detailed instructions for this task in No ASR diskette available on page 58.
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You need to select the TSMxxxx_GA_1_WIN32.exe file from the subdirectory appropriate to the version you require. Obviously, for the ASR you need at least the 5.2.0 version. Prepare the TSM client package in package-for-the-Web format burned onto a CD. This is the single self-extracting installation package of TSM that IBM makes available through FTP: 1. Download the TSM client package (TSMxxxx_GA_1_WIN32.exe) where xxxx represents the release number within the version. 2. Rename the package to TSMCLI.EXE. From a command prompt issue: RENAME TSMxxxx_GA_1_WIN32.exe to TSMCLI.EXE 3. Using the method described by your CD-ROM burning software, specify the volume label to be TSMCLI. 4. Insure the TSMCLI.EXE file path is designated as the root directory (\) in your CD-ROM burning software. 5. Burn the CD using the method described by your CD-ROM burning software.
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1. Insert the operating system CD into the CD-ROM drive. 2. Restart the computer. 3. Press the appropriate key to boot from CD. Note: You may need to configure your computer BIOS to enable boot from CD. You may also need to be quick to select the appropriate key to boot from CD as this option does not wait around too long before a normal startup is initiated.
Press F2 to enter ASR recovery mode during text mode section of Setup. This option also does not wait for a response so you will need to be ready to press the F2 key.
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Insert the ASR diskette (labeled TSMASR) into the floppy drive when prompted for the Windows ASR recovery diskette. This is the diskette that was created with the ITSM client option Create ASR Diskette. Refer to Figure 2-10 on page 21.
The nodes hard disk will be formatted, if there was a previous version of Windows residing on the target machine, then you may need to delete the partition in order to install (recover) your backed up system. Follow the prompts and respond as you would for a new installation. Remember however that the new partition cannot have a drive space partition that is smaller than the partition that was originally backed up.
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Insert the Windows client installation package CD (labeled TSMCLI) into the CD-ROM drive when prompted. The TSM client package (TSMCLI.EXE) is copied to the %SystemRoot%\temp directory.
Insert the TSMASR diskette again into the floppy drive when prompted. The tsmasr.opt, tsmasr.cmd, and waitforevent.exe files are copied. The prompt may appear three times, once for each file that is copied to the to the %SystemRoot%\temp directory. Press Enter each time and the process will continue.
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Note: On Windows 2003 server the prompt message is not clear: Setup was unable [to] access files needed to continue. This could be caused by an error on the CD Media or the CD is no longer present in the drive. Reinsert the Windows 2003 installation CD and respond to the prompt.
After setup completes, a command window is opened, and the tsmasr.cmd file is run in this window. A second command window is opened (and minimized), which can be used for diagnostic purposes. The TSM client is silently installed.
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Figure 3-27 Decision point: restore from ITSM server or backup set
You are prompted to choose whether you want to restore from a network connected TSM server (press 1) or a local backup set (press 2).
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TSM prompts for your ID and password if you are restoring from the TSM server. If restoring from local backup set, you are prompted for the path to the local backup set, for example, r:\backupsetfile1.ost. You will be prompted for subsequent volumes if you your backup set occupies more than one volume.
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ITSM commands are issued to restore the system drive. ITSM commands are issued to restore system state and system services on Windows 2003 (system objects on Windows XP). The command file exits and the machine reboots. Remove the ITSM ASR diskette from the drive. After rebooting, the operating system will come up in a fully recovered state. Recovery of user data and applications can now be performed using traditional ITSM restore facilities.
Follow these instructions to recover the system from this error: 1. Find another machine running the same maintenance level of Windows as the system you wish to recover.
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2. Copy the SMSS.ASR and NTDLL.ASR files from the \WINDOWS\REPAIR directory of that machine to a diskette. 3. Re-run the ASR recovery process to the point where the TSM ASR recovery script prompts you for network or backupset recovery. 4. Use the minimized command window (shown at the bottom of Figure 3-29) to copy the files to the machine being recovered. For example:
COPY A:\*.ASR C:\WINDOWS\REPAIR
5. Return to the recovery window and resume the recovery process. Note: This error should only become an issue during testing as the normal state of events will ensure that once you have done an ASR backup once the files will have been created and backed up. It is, however, important to recognize this error.
The diagnostic command window is available if you need to display or edit files. This facility is within a DOS prompt, and is first available when Windows ASR installs IBM Tivoli Storage Manager. See Figure 3-26 on page 54.
When you use the virtualnodename option in your client options file, or with a command: 1. You must specify the name you specified with the nodename option in your client options file (tsmasr.opt). This name should be different from the name returned by the hostname command on your workstation. 2. Tivoli Storage Manager prompts for the password assigned to the node you specify, if a password is required. If you enter the correct password, you have access to all backups and archives that originated from the specified node. When connecting to a server, the client must identity itself to the server. This login identification is determined in the following ways: If the nodename and virtualnodename options are not specified, or a virtual node name is not specified on the command line, the default login ID is the name returned by the hostname command. If the nodename option is specified, the name specified with the nodename option overrides the name returned by the hostname command. If the virtualnodename option is specified, or a virtual node name is specified on a command line, it cannot be the same name as the name returned by the hostname command. When the virtual node name is accepted by the server, a password is required (assuming authentication is on), even if the passwordaccess option is generate. The password is not stored in the registry even when the passwordaccess option is set to generate. Once a connection to the server is established, then access is permitted to any file backed up using this login ID: Syntax
>>-VIRTUALNodename- nodename-----------------------------------><
You will also need to change the tsmasr.cmd file to ensure that the restore commands point to the correct file spaces for the machine that you are restoring. Here is an example of a TSMASR.CMD file, which restores the nodename IBM-JAMES. Each occurrence of this node name has to be altered to the node name required for the machine restore:
@start "IBM Tivoli Storage Manager" /MIN cmd.exe @echo off @title IBM Tivoli Storage Manager @echo Windows ASR is installing TSM. Please wait for installation to complete. %SystemRoot%\temp\tsmcli.exe -s -e setup.exe -a /s /v"INSTALLDIR=\"%SystemRoot%\temp\~tsmasr\" ADDLOCAL=\"Client\" TRANSFORM=\"C:\tsm_images\TSM_BA_CLIENT\1033.mst\" /qn /l*v \"C:\WINDOWS\repair\tsmasrsetup.log\" RebootYesNo=\"No\" REBOOT=\"Suppress\" ALLUSERS=1 " %SystemRoot%\temp\waitforevent.exe 600 Diagnostics REM pause pushd %SystemRoot%\temp\~tsmasr\baclient copy %SystemRoot%\temp\tsmasr.opt >nul @echo Do you wish to perform Automated Service Recovery (ASR) restore from the TSM server or from a local backup set? @echo 1. Restore from the TSM server. @echo 2. Restore from a local backup set. :choice set /P CH= if /I "%CH%"=="1" goto NETWORK if /I "%CH%"=="2" goto BACKUPSET goto choice
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:NETWORK dsmc restore \\IBM-JAMES\C$\ C:\ -subdir=yes -preservepath=complete -replace=all -tapeprompt=no -nodename=IBM-JAMES -optfile=tsmasr.opt dsmc restore systemstate -asrmode=yes -nodename=IBM-JAMES -computername=IBM-JAMES -optfile=tsmasr.opt dsmc restore systemservices -asrmode=yes -nodename=IBM-JAMES -computername=IBM-JAMES -optfile=tsmasr.opt REM Diagnostics dsmc query backup \\ibm-james\c$\WINDOWS\repair\*.asr -asrmode=yes -nodename=IBM-JAMES -optfile=tsmasr.opt >tsmasrdiag.txt REM dsmc query backup \\ibm-james\c$\WINDOWS\repair\*.asr -asrmode=yes -nodename=IBM-JAMES -optfile=tsmasr.opt >a:\tsmasrdiag.txt @GOTO DONE :BACKUPSET dsmc restore backupset TSMASR \\IBM-JAMES\C$\ C:\ -asrmode=yes -subdir=yes -preservepath=complete -replace=all -tapeprompt=no -nodename=IBM-JAMES -location=file -optfile=tsmasr.opt dsmc restore backupset TSMASR systemstate -asrmode=yes -nodename=IBM-JAMES -location=file -replace=all -computername=IBM-JAMES -optfile=tsmasr.opt dsmc restore backupset TSMASR systemservices -asrmode=yes -nodename=IBM-JAMES -location=file -replace=all -computername=IBM-JAMES -optfile=tsmasr.opt :DONE @echo on
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Appendix A.
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Slipstreaming
Slipstreaming is usually done on network shares or corporate systems. But with the advent of CD burners, it does actually make some sense for the home user or small business user to do the same. Microsoft added the ability to Slipstream a Service Pack to Windows 2000 and Windows XP. It not only has the advantage that when you (re)install your OS, you do not have to apply the Service Pack later, also, if you update any Windows component later, you will be sure that you get the correct installation files if Windows needs any.
Once the SP1a files are extracted, change to the update folder of the SP1a files (cd update), and type the following command: update /s:path to WinXP CD files. In my example, the command is update /s:F:\WinXP-CD).
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Windows XP Update will update the files in the target directory F:\WinXP-CD.
When ready, you will get a confirmation. Windows XP Service Pack 1a has now been Slipstreamed into your original Windows XP files.
Creating a bootable CD
There are many products on the market, which can be used to create a bootable CD. It is not our intention to go through the steps on any of these products, you will need to choose your own software package for this. There are, however, a couple of important things that should be taken into consideration when doing this exercise: Ensure that you choose the settings that will allow the CD to be a bootable CD. Keep the Volume Label the same as on your original Windows XP CD. Also remember, take a backup...please.
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Back cover
IBM Tivoli Storage Manager: Bare Machine Recovery for Microsoft Windows 2003 and XP
Use built-in APIs provided by Microsoft Windows to protect your system See how Windows ASR integrates with ITSM Learn how to configure your system for recovery
This Redpaper describes the use of IBM Tivoli Storage Manager (ITSM) V5.2 or above to perform Bare Machine Recovery of Windows XP and 2003 utilizing built-in APIs. Microsoft Windows provides an Automated System Recovery process for XP and 2003, and this process can be closely linked to IBM Tivoli Storage Manager to provide a straight-forward CD driven methodology to recover from catastrophic server failure. In this paper, we describe the steps to set up your systems to prepare for system recovery, and show examples of actual recovery scenarios.
Redpaper
INTERNATIONAL TECHNICAL SUPPORT ORGANIZATION