Tivoli Storage Manager for Windows Using the Backup-Archive Client


Chapter 2. Getting Started

This chapter includes instructions for the following tasks:

Task Page
Starting Tivoli Storage Manager the First Time "Starting Tivoli Storage Manager the First Time"
Starting a GUI Session "Starting a GUI Session"
Starting a Command Line Session "Starting a Command Line Session"
Using Batch Mode "Using Batch Mode"
Using Interactive Mode "Using Interactive Mode"
Starting a Web Client Session "Starting a Web Client Session"
Tivoli Storage Manager Firewall Support "Tivoli Storage Manager Firewall Support"
Starting the Client Scheduler Automatically "Starting the Client Scheduler Automatically"
Changing Your Password "Changing Your Password"
Sorting File Lists "Sorting File Lists"
Displaying Online Help "Displaying Online Help"
Ending a Session "Ending a Session"

Starting Tivoli Storage Manager the First Time

The following information assumes that you have installed Tivoli Storage Manager. If you have not installed Tivoli Storage Manager, see Tivoli Storage Manager Installing the Clients, SH26-4119, for installation information.

If you plan to use a Web client, you must have an administrative user ID with system privilege, policy privilege, client access authority, or client owner authority.

Before you can use Tivoli Storage Manager, you must register your client with the server. The process of setting up a node name and password is called registration and is performed by your administrator.

There are two types of registration: open and closed. Your administrator chooses the type of registration for your site.

Using Closed Registration

With closed registration, an 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:

In addition to possibly defining certain options in your options file, 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, Tivoli Storage Manager prompts you for information necessary to register your workstation with the server identified in your client options file. You need to supply your node name, a password, and contact information.

When you use open registration:

If necessary, your administrator can change these defaults later.

For more information about Tivoli Storage Manager client services, see Tivoli Storage Manager Installing the Clients, SH26-4119.


Considerations for NT and 2000 Client Services

To install and configure Tivoli Storage Manager services on the entire system, including the system registry, you must belong to a local administrator account or a domain administrator account. To back up files, you must have access rights on the local drive or directory containing those files.

By default, Tivoli Storage Manager client services run under the local system account. Because the services use logon properties such as persistent drive mappings, and local search path and environment variables of the account into which they are logged, consider having the services account run under a domain account instead of the local system account.

Domain resources, such as network drives, can only be accessed by services configured to run under a domain authorized account using dsmcutil or the Service Control Panel Application. Any non-system account (local or domain) must have the following rights:

Note:
Some Windows 2000 system objects such as active directory require Administrator privileges to perform backups.

Users without these rights can only back up files they own and cannot back up the system registry or files owned by other users. These are local user rights and must be set using the local User Manager application, and domain accounts may not automatically be enabled for them. Domain accounts may be granted local rights by the local User Manager.

The account must also have the following permissions to the HKEY_LOCAL_MACHINE, HKEY_KEY_USERS, and HKEY_CURRENT_USER registry hives:

The local system account and local administrator group posess these permissions by default. Other accounts/groups (including domain Administrators) must be granted these permissions either explicitly through the registry editor security dialog (regedt32), or implicitly by adding the account/group to the local Administrators group through the local User Manager (recommended).


Permissions Required to Restore Files that Use Adaptive Subfile Backup

Note:
This section refers to Windows NT and Windows 2000 only.

To restore files that were processed using adaptive subfile backup, you must either be the owner of the file or have read access. These permissions are in addition to those required to perform a normal restore. For more information about adaptive subfile backups, see Performing a Backup with Limited Bandwidth.


Tivoli Storage Manager Client Authentication

When using the native backup-archive client or the Web client, you can logon using a nodename and password or administrative user ID and password. Tivoli Storage Manager prompts for your user ID and compares it to the configured nodename. If they match, Tivoli Storage Manager attempts to authenticate the user ID as a nodename. If the authentication fails or if the user ID does not match the configured nodename, the client attempts to authenticate the user ID as an administrative user ID.

To use an administrative user ID with any of the backup-archive clients, the user ID must have one of the following authorities:

The Tivoli Storage Manager Web GUI allows access if the administrative user ID has client access over the configured nodename. This permits you to back up and restore files on a remote machine but you cannot restore files to your own machine. With client access authority you do not have physical access to the data. If you want to use the Web GUI but wish to prevent administrators with client access authority from accessing your machine remotely, specify the revokeremoteaccess option in your options file. See Revokeremoteaccess for more information

Client access authority is not sufficient to access the backup-archive client, command line client, and native GUI. You must possess at least client owner authority.

You can use the virtualnodename option to temporarily access your node's data from another machine. This option differs from the nodename option in that, if passwordaccess=generate is specified along with the virtualnodename option, the password is not stored on the local machine. If you specify the nodename option, the password is stored on the local machine. See Virtualnodename for more information about the virtualnodename option.


Starting a GUI Session

Start a GUI session using one of the following methods:

Tivoli Storage Manager locates the client options file (dsm.opt) and starts with the options you specify in that file. See Creating and Modifying a Client Options File for more information about the options file.

Password and User ID

Your administrator can require you to use a password to connect to the server. Tivoli Storage Manager prompts you for the password if one is required. Contact your administrator if you do not know your password. For information about changing your password, see Changing Your Password.

Note:
For Windows NT and Windows 2000, in order to back up the entire system, including the system registry, your user ID must belong to the administrator group or domain administrator group which has the following rights. See "Considerations for NT and 2000 Client Services" for more information.

Configuration Wizard

When the GUI client starts initially and does not find an options file, a setup wizard displays to guide you through the configuration process. You can also display the setup wizard by selecting Utilities> Setup Wizard from the main window. To perform configuration tasks, follow instructions on the screen.

Note:
The Setup Wizard is not available through the Web client.

Starting a Command Line Session

An alternate way to start the client is from the command line. Start a command line session using one of the following methods:

Using Batch Mode

Use batch mode when you want to enter a single client command. You must precede each command with dsmc.

Using Interactive Mode

Use interactive mode when you want to issue a series of commands. Because Tivoli Storage Manager establishes the connection to the server only once for interactive mode, you can process a series of commands more quickly in interactive mode than in batch mode.

When you are in interactive mode, do not precede commands with dsmc. For example, instead of typing dsmc archive to archive a file, type only archive.

After you start an interactive session, some options are valid in interactive mode and remain in effect throughout the session unless you reenter them with a different setting. However, most options are valid only on the initial command line. To identify which options must be entered in this way, see Chapter 9, "Using Options with Commands". If Tivoli Storage Manager does not find an options file, it displays an error message and stops processing. In this case, see your administrator to determine the name of the options file Tivoli Storage Manager should use.

Note:
For Windows NT and Windows 2000, in order to back up the entire system, including the system registry, your user ID must belong to the administrator group or domain administrator group which has the following rights. See "Considerations for NT and 2000 Client Services" for more information.

For more information about using the command line client, see "Starting and Ending a Client Command Session".

For more information about client services, see Tivoli Storage Manager Installing the Clients, SH26-4119.

Displaying Euro Characters in Command Line Prompt

To display the Euro character in the Windows command line prompt (console window):

  1. Contact your Microsoft Representative for the 858 Codepage (the filename is c_858.nls). Copy the file into your Windows system32 directory (for example, C:\WINNT\system32).
  2. Edit the registry key:
    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Nls\CodePage\850
     
    

    and set it to value c_858.nls.

  3. In your Regional Settings, select a Western European country (Germany, France, Italy, etc.) as your locale setting.
  4. Exit and reboot the machine.

Ensure that the console window font you use supports the Euro symbol (such as Lucida Console).

Using Options on the DSMC Command

You can include options on the dsmc command. For example, your organization might have two workstations that back up to the server under separate node names. To recover a file from one workstation (galaxy1) while at the other workstation (galaxy2), you will need access to galaxy1. We recommend that you use the set access command to gain access.

For example, assume the file to be recovered on galaxy1 is c:\universe\saturn. The owner of galaxy1 enters the following command:

   dsmc set ac archive c:\universe\saturn galaxy2

When access is granted, you would gain access by entering:

   dsmc retrieve fromnode=galaxy1 c:\universe\saturn

Access to another user's files may also be granted and gained using the GUI.

For more information about the set access command, see Set Access. For more information about the fromnode option, see Fromnode.


Starting: Advanced Considerations

You can include options with the dsm command. For example, you can use options to modify the format that displays dates, times, and numbers, or to include your password so that Tivoli Storage Manager does not prompt for it.

For example, you might have two workstations that back up to the server under separate node names. If you wanted to recover a file from one workstation (brant1) while at the other workstation (derek2), you could start Tivoli Storage Manager using the nodename option specifying brant1:

  dsm -nodename=brant1

Be careful if you use Tivoli Storage Manager in this way. Do not attempt to perform an incremental backup from the derek2 workstation while connected to Tivoli Storage Manager as brant1. If the drive labels are the same on the brant1 and derek2 workstations, the incremental backup will expire any files that are not on the derek2 workstation, even if they still exist on brant1. You could lose some valuable backup generations.

Expiring a file means that the active version of the file on the server is made inactive and any older versions that exist on the server are managed under the policy for inactive objects.


Starting a Web Client Session

You can use the Web client to perform backup, archive, restore, and retrieve operations from workstations or platforms that support at least a Java 1.1.6-capable browser, such as Netscape Navigator 4.06 or higher or Microsoft Internet Explorer 4.01 or higher. You can back up and restore your own data, or an administrator can centralize the backup or restore operations of many clients. To use the Web client, specify the URL of the client workstation running the Web client in your Web browser. You also need to specify the localhost port number; the default is 1581. The Web client is supported on a server that is Version 3 or higher.

Note: Entering a different URL or pressing the browser Back button during an operation disconnects the Web client and causes the current operation to end. However, network attached storage (NAS) operations will continue after disconnect.

Setting User Privileges

If you plan to use the Web client, ensure that you were assigned an administrative user ID with system privilege, policy privilege, client access authority, or client owner authority. See "Tivoli Storage Manager Client Authentication" for more information about these authorities.

Note: Use the revokeremoteaccess option to restrict an administrator with client access privilege from accessing your workstation through the Web client. Administrators with client owner privilege, system privilege, or policy privilege can access the Web client. See Revokeremoteaccess for more information about the revokeremoteaccess option. See "Tivoli Storage Manager Client Authentication" for more information about access authorities.

Installing and Using the Web Client

If you did not install the Web client during the installation process, you can use the command line or the setup wizard to install and configure it.

To use the setup wizard, perform the following steps:

  1. Select Utilities> Setup Wizard From the client GUI.
  2. Select the Help me configure the TSM Web Client checkbox.
  3. Follow the instructions on the screen.

To install and configure the Web client from the command line, perform the following steps:

  1. Ensure that you specify passwordaccess generate in the client options file (dsm.opt). For more information on passwordaccess, see Passwordaccess.
  2. To generate the Tivoli Storage Manager password, start the native backup-archive client by entering:

    dsmc query session
    

    when prompted, enter your user ID and password.

    On Windows NT, you can also use the client services utility (dsmcutil) to generate passwords and validate them with the server.

  3. Start the client acceptor service

    The Web client agent is automatically started by the Client Acceptor Service (CAD) when needed.

    The only options applicable to the dsmcad program are optfile, httpport, httpsport, and webports. You can specify these options in the dsm.opt file.

    All Web client messages are written to the Web client log file, dsmwebcl.log. Error messages are written to the error log file dsmerror.log, or the file you specify with the errorlogname option. The dsmwebcl.log and dsmerror.log files reside in the directory you specify with the DSM_LOG environment variable or in the current working directory. See Chapter 8, "Setting Common Options" for more information.

    For more information about Tivoli Storage Manager client services, see Tivoli Storage Manager Installing the Clients, SH26-4119.

  4. To access the Web client, enter the following URL from any supported browser:
    http://your_machine_name:1581
    

    where your_machine_name is the hostname of the machine running the Web client.

Port 1581 is the default port number. Your administrator can set a different port number using the httpport option. See Httpport for more information.

You can also access the Web client workstation through the Web administrative GUI.To use the Web client with secure socket layer (SSL) communications, or for more information about Tivoli Storage Manager client services, see Tivoli Storage Manager Installing the Clients, SH26-4119.

Tivoli Storage Manager Firewall Support

In most cases, the Tivoli Storage Manager server and clients can work across a firewall. The ports that the client and server need to communicate must be opened in the firewall by the firewall administrator. Because every firewall is different, the firewall administrator may need to consult the instructions for the firewall software or hardware in use.

The ports that the firewall needs to define are those ports that are needed for the client to connect to the Tivoli Storage Manager server. If the server is listening on port 1500 then the firewall software needs to forward the port to the Tivoli Storage Manager server machine.

To allow clients to communicate with a server across a firewall, you must open the TCP/IP port for the server using the tcpport option in the server options file. The default TCP/IP port is 1500.

To allow the Web client to communicate with remote workstations across a firewall, you must open the HTTP port for the remote workstation using the httpport option in the remote workstation's client option file. The default HTTP port is 1581.

You must open the two TCP/IP ports for the remote workstation client using the webports option in the remote workstation's option file. Values for the webports are required. If you do not specify the values for the webports option, the default zero (0) causes TCP/IP to randomly assign two free port numbers. See Webports for more information about the webports option.

To use the administrative Web interface for a server across a firewall, you must open the port that is the HTTP port for the server using the httpport option in the server options file. The default HTTP port is 1580.

In an enterprise environment, we strongly recommend that you use the Tivoli Storage Manager Secure Web Administrator Proxy for Web administration of the Tivoli Storage Manager server. Install the proxy on a Web server that sits on the firewall so that the Web server can access resources on both sides of the firewall (this is sometimes called the demilitarized zone). When you set up the proxy, you can use it to administer any Tivoli Storage Manager server at Version 3.7 or higher. For more information on how to install and use the proxy, see the appendix about the Web proxy in the Tivoli Storage Manager Quick Start manual. You can also increase security in this environment by enabling HTTPS services (also called secure socket layer or SSL) on the Web server where you install the proxy. Check your Web server documentation for information on how to set this up.

When using Tivoli Storage Manager across a firewall, please consider the following:


Starting the Client Scheduler Automatically

Note:
Install the command line client if you want to use the client scheduler. This client permits you to request Tivoli Storage Manager services with commands rather than with the GUI.

You can start the client scheduler automatically when you start your workstation. If the administrator has defined schedules for your node, starting the client scheduler permits you to automatically back up your workstation (or perform other scheduled actions). See Chapter 5, "Automating Tasks" for more information about the client scheduler.

You can also use the Tivoli Storage Manager Client Acceptor service to manage the scheduler. See Managing the Client Scheduler Using the Client Acceptor Service for more information.

Tivoli Storage Manager supports remote network connections to the server. With a remote network connection, mobile users no longer need to dial-in to their company network when a backup is scheduled to run. Tivoli Storage Manager automatically establishes a connection before the scheduled backup occurs. If the connection fails, Tivoli Storage Manager reestablishes the connection before attempting the backup. See "Mobile Dial-Up Support" for more information.


Changing Your Password

Your administrator can require you to use a password to connect to the server. Tivoli Storage Manager prompts you for the password if one is required. Contact your administrator if you do not know your password.

If you are using passwords, you should change them regularly to restrict access to your data.

To change your password from the GUI:

  1. Select Utilities> Change password.
  2. Enter your current and new passwords, and enter your new password in the Verify password field.
  3. Click Change.

A Tivoli Storage Manager password can be up to 64 characters. Valid characters are:

Character Description
A-Z Any letter; A through Z, upper or lower case
0-9 Any number; 0 through 9
+ Plus
. Period
_ Underscore
- Hyphen
& Ampersand

A password is not case sensitive. See Password for additional password information.


Sorting File Lists

You can sort a list of files by various attributes, such as name, directory, size, or modification date. Sorting files by the last backup date can be useful in determining what date and time to use for the point-in-time function (see "Performing Point-in-Time Restores").

To sort a file list, select one of the Sort by items from the View menu bar. You can also click the appropriate column heading in the File List box.

The Show active/inactive files menu option controls whether to display both active and inactive backup versions of files. An active file is the most recent backup version of a file that existed on your workstation when you ran your last backup. All other backup versions of that file are called inactive. Only active backup versions of files display during a session, unless you select the Show active/inactive files menu option. If you delete the file from your workstation, the active version becomes inactive the next time you run an incremental backup.


Displaying Online Help

You can display online help in any one of the following ways:


Ending a Session

You can end a Tivoli Storage Manager client session in any one of the following ways:

To end a Web client session, open a different URL, or close the browser.


Online Forum

To participate in online user discussions of Tivoli Storage Manager, you can subscribe to an Internet Listserv forum. This is not officially supported by Tivoli Storage Manager, but support people do participate in the discussions, along with other users.

You can subscribe by sending a note to Listserv@vm.marist.edu that contains:

 subscribe adsm-l yourfirstname yourlastname

Posts can then be sent to adsm-l@vm.marist.edu.


Other Sources of Online Help

An anonymous FTP server is available where you can find PTF maintenance and other Tivoli Storage Manager-related materials. This site is unofficially maintained by non-IBM volunteers.

 sunsite.unc.edu/pub/packages (mirror  - North Carolina)

If you have the required username and password, you can get maintenance information from the Tivoli Storage Manager support page at http://www.tivoli.com/support/storage_mgr/tivolimain.html.


Contacting Customer Support

For support for this or any Tivoli product, you can contact Tivoli Customer Support in one of the following ways:

Customers in the United States can also call 1-800-TIVOLI8 (1-800-848-6548). For product numbers 5697-TS9, 5697-DRS or 5697-DPM call 1-800-237-5511.

International customers should consult the Tivoli Web site for customer support telephone numbers.

If you have a problem with any Tivoli product, you can contact Tivoli Customer Support. See the Tivoli Customer Support Handbook at the following Web site:

  http://www.tivoli.com/support/handbook/

The handbook provides information about how to contact Tivoli Customer Support, depending on the severity of your problem, and the following information:

When you contact Tivoli Customer Support, be prepared to provide identification information for your company so that support personnel can readily assist you. Company identification information may also be needed to access various online services available on the Web site.

The Tivoli Customer Support Web site (http://www.tivoli.com/support/) offers a guide to support services (the Customer Support Handbook); frequently asked questions (FAQs); and technical information, including release notes, user's guides, redbooks, and white papers. You can access Tivoli publications online at http://www.tivoli.com/support/documents/. The documentation for some products is available in PDF and HTML formats. Translated documents are also available for some products.

To access most of the documentation, you need an ID and a password. To obtain an ID for use on the support Web site, go to http://www.tivoli.com/support/getting/ .

You can order documentation by e-mail at swdist@tivoli.com. Please provide the publication number, part number, or order number of the desired document. Alternatively, you can provide the document title, version number, and date of publication.

We are very interested in hearing about your experience with Tivoli products and documentation. We also welcome your suggestions for improvements. If you have comments or suggestions about our documentation, please contact us in one of the following ways:


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