Tivoli Storage Manager Installing the Clients


Chapter 6. Installing the Apple Macintosh Client

This chapter provides instructions to install and set up TSM on your Macintosh.

Attention

For current installation and configuration information for the TSM program product, refer to the README file that is shipped on the product installation media. For current information concerning TSM, supported platforms, and documentation, refer to the Web site at: http://www.tivoli.com/support/storage_mgr/tivolimain.html.

After initial installation completes, see "Getting Started and Initial Configuration" for additional required and optional tasks to perform before using TSM.


Installing the Macintosh Client Program (Required)

The TSM installation program can be found on the TSM Client CD-ROM.

Preparing for Installation From the TSM Client CD-ROM

  1. Insert the CD-ROM into the CD-ROM drive.
  2. Double-click on the CD-ROM icon.
  3. Go to the clients:mac folder.
  4. Drag the file tsminst.hqx directly from the CD-ROM to your hard drive. If you FTP the file from another workstation that has mounted the CD-ROM, ensure it is transferred in ASCII mode.
  5. Locate a BinHex converter. The TSM Macintosh installation file is stored in BinHex format. You must convert this file before installation by using a BinHex translator. Programs such as Stuffit Deluxe and Compact Pro can convert the files. Also, a freeware program called BinHex 4.0 can be found at most major FTP sites (including ftp.apple.com) and from online services, such as CompuServe and America Online.
  6. Use the BinHex translator and choose the HQX file located on your hard drive. Save the converted file to your hard drive. An installation program called TSM Installer is created on your hard drive after you finish the BinHex conversion.

Installing the Program

  1. Double-click on the TSM Installer program icon.
  2. When the TSM installation window appears, click on the Continue button.
  3. When the Read Me file appears, read through the file to learn about recent updates and product changes. You can print this file for later reference by clicking on the print button. When you have finished reading this file, click on the Continue button.
  4. The TSM Backup Standard Install window displays:
    1. Select Install to install the standard installation package which includes the TSM Backup Program, support files, and any necessary program extensions such as Apple Guide or ObjectSupportLib
    2. Select Custom if you want to customize the standard installation package.
  5. Decide where you want to store the TSM files, and type the desired folder name in the installation folder field in the installation window. Tivoli Storage Manager is the default folder. If you choose a folder name that is not already listed, a new folder is created for you. Click on the Install button to begin the installation process.
  6. You are asked whether you want the TSM scheduler daemon to start automatically when you start your system:
  7. After installation completes you are asked if you want to quit, restart if you are finished, or perform further installations.

Updating a Previously Installed Version of TSM

To update a previously installed version of TSM, navigate to the folder that contains the TSM folder, then enter the name of the folder where the TSM files reside in the installation folder field in the installation window. The installer installs the updated files into this folder and overwrites the old TSM files, but does not replace any existing preferences files (except for TSM Backup Preferences-Sample). Click on the install button to begin the automatic installation update process.


Setting Up and Starting TSM

Attention

For current installation and configuration information for the TSM program product, refer to the README file that is shipped on the product installation media. For current information concerning TSM, supported platforms, and documentation, refer to the TSM Web site at: http://www.tivoli.com/support/storage_mgr/tivolimain.html.

After installation, required setup tasks include the following:

Task Page
Creating the Preferences File (Required) "Creating the Preferences File (Required)"
Registering Your Macintosh with the Server (Required) "Registering Your Macintosh with the Server (Required)"
Optional setup tasks include the following:
Task Page
Creating an Include-Exclude List "Creating an Include-Exclude List"
Creating Multiple Preferences Files "Creating Multiple Preferences Files"
Note:
Although creating an include-exclude list is optional, if you do not perform this task, TSM considers all files for backup services and uses the default management class for backup and archive services.

Required Setup Tasks Before Using TSM

This section section provides instructions for required setup tasks of creating a Preferences file and registering your workstation with a TSM server.

Creating the Preferences File (Required)

The Preferences file specifies communication, authorization, scheduling, and other options. TSM provides a sample preferences file called TSM Backup Preferences-Sample. This file contains an include-exclude list, and sample values for the server address, TCP port number, and node name - the basic options, or preferences, you need to start quickly. These preferences are in effect for the entire TSM session, but you can modify them as needed.

If you did not create your Preferences file during installation, you can do so by performing the following steps:

  1. From the TSM GUI, click Utilities and then click Setup Assistant.
  2. Select the create a new preferences file checkbox.
  3. Follow the instructions on the screen.

You can also create and modify your preferences file by performing the following steps:

  1. Make a duplicate of the TSM Backup Preferences-Sample file by selecting the file and pressing Command+D (or select Duplicate from the File menu). Rename the new file to TSM Preferences or to a name of your choice.
  2. Use SimpleText or some other Macintosh text editor to tailor the Preferences file, adding the appropriate TCP/IP server address, port number, and node name.

You might need to check with your system administrator, then edit the file to set the correct values.

For more information about setting options in the Preferences file, see Chapter 8, Setting Processing Options.

Note:
When specifying folder path names, use a colon to separate folders. Specify the entire path, including the volume name. For example:
  Data:Production:*

This selects all files (*) in a folder called Production in a volume called Data.

Enabling Communications (Required)

One of the most important functions of the Preferences file is to establish communications between your workstation and the TSM server. Your Macintosh uses the TCP/IP communication protocol to do this. See "Communication Options" for more information.

Using TCP/IP on your Macintosh requires Apple's MacTCP or Open Transport software. See your TSM administrator if MacTCP is not installed and configured on your Macintosh.

Setting Your Node Name (Required)

Use the nodename option to specify the name of your node so that you can register with the TSM server. If your installation is using closed registration, the TSM administrator must register you with the server and may select a name for you to use. Otherwise, in open registration, you can register your node with the server and choose your own name. See Registering Your Macintosh with the Server (Required) for additional information.

Example of a Preferences File

Following is a sample Preferences file, including the required nodename and communication options, as well as several exclude statements.

See Creating the Preferences File (Required) for more information about setting up your Preferences file.

TCPPort 1500
TCPServeraddress 1.930.175.200
NODename alpha
exclude "...:Desktop DB"
exclude "...:Trash:...:*"
exclude "...:Norton FileSaver Data"

Registering Your Macintosh with the Server (Required)

Before you can begin requesting services from a TSM server, the server must recognize your workstation. TSM uses a node name and a password to identify each workstation. The process of setting up a node name and password is called registration. After you register your workstation with a server, you can begin using TSM.

TSM provides two types of registration: open and closed. Your TSM administrator chooses the type of registration for your site. If the administrator sets the authentication option to off, a TSM password is not required.

Using Closed Registration

With closed registration, a TSM administrator must register your workstation as a client node with the server. If your enterprise uses closed registration, you need to provide the following information to your administrator:

Your administrator defines the following for you:

Using Open Registration

With open registration, you can register your workstation as a client node with the server.

The first time you start a session, TSM prompts you for information necessary to register your workstation with the server identified in your options file. You need to supply your node name, a password, and contact information.

When you use open registration:

If necessary, your TSM administrator can change these defaults later.

Optional Setup Tasks Before Using TSM

This section section provides instructions for optional setup tasks before using TSM.

Creating an Include-Exclude List

The include-exclude list contains statements that identify any files you want to include or exclude from backup services. This list is contained in the Preferences file. This list can also contain include-exclude statements obtained from include-exclude files which you specify with the inclexcl option.

For example, you normally want to exclude some of the Macintosh Operating System files that are excluded in the sample Preferences file. See also, "Excluding System Files" for recommended system files to exclude from backup services

You can use wildcard characters to exclude groups of files matching a search pattern. Then, if necessary, you can make exceptions, including some files that match that pattern.

The Preferences file provided at installation contains an include-exclude list that you should use as a minimum.

If an include-exclude list or include-exclude file specified with the inclexcl option do not exist in the Preferences file, TSM considers all files for backup services and uses the default management class for backup and archive services.

Figure 5. Sample Include-Exclude List

 exclude "...:Desktop DB"
 exclude "...:Desktop DF"
 exclude "...:Desktop"
 exclude "...:Trash:...:*"
 exclude "...:Norton FileSaver Data"
 exclude "...:Norton VolumeSaver Index"
 exclude "...:Data:Test:Testdoc?"
 include "...:Data:Test:Testdoc4"

Any specification you enter in the include-exclude list must end with a file name, not a folder name. The file name can contain wildcard characters.

For information that can help you decide whether to create an include-exclude list, see Chapter 7, Creating an Include-Exclude List. For more information about management classes, see Using Management Classes with Include.

If you did not create an include-exclude list during installation, you can do so by performing the following steps:

  1. From the TSM GUI, click Utilities and then click Setup Assistant.
  2. Select the update my preferences file checkbox.
  3. Follow the instructions on the screen to create your include-exclude list.

You can also create an include-exclude list by performing the following steps:

  1. Determine your include and exclude requirements.
  2. Open your Preferences file with SimpleText or another Macintosh text editor.
  3. Locate the include-exclude section in your Preferences file.
  4. Enter your include and exclude statements.

    Attention: Remember that TSM processes the statements from the bottom of the list up.

  5. Save the file and close it.
  6. Restart TSM with your new Preferences file.

You can also use the TSM preferences editor to create an include-exclude list by clicking Edit and then Preferences from the TSM GUI.

Creating Multiple Preferences Files

Suppose you want to back up your files to one TSM server and archive them to another. Instead of editing your Preferences file each time you want to connect to a different server, you can create multiple Preferences files, each containing a different server address. Then, when you want to connect to a specific server, launch TSM with the Preferences file that addresses that server.

Suppose you have two servers named Alpha and Bravo. Create two Preferences files named, for example, Prefs Alpha and Prefs Bravo. When you want to connect to Bravo, locate Prefs Bravo in your TSM folder on your Macintosh. Drag and drop it onto the TSM icon. TSM starts using all options specified in Prefs Bravo, including the server address.

Starting TSM

To start a TSM session:

When the GUI client initially starts up and does not find an options file, you are presented with a Setup Assistant that will guide you through the process of configuring your client. You can also use the Setup Assistant by clicking Utilities and then Setup Assistant from the TSM GUI.


[ Top of Page | Previous Page | Next Page | Table of Contents | Index ]