Tivoli Storage Manager for Windows Quick Start


Using the Initial Configuration Wizards

Because the wizards are tailored to your responses and type of installation, you may see minor differences between the wizards described here and those on your machine. For example, if the wizard detects that you are installing in a standalone environment, it does not perform the remote client configuration tasks.

These wizards are also listed in the Initial Configuration tab of the Tivoli Storage Manager Server Utilities window:

Figure 3. Server Utilities - Initial Configuration Wizards



Server Utilities - Initial Configuration Wizards

You can run any wizard separately by selecting it from the tree view. Most wizards include a logon window, which lets you enter TSM account information. When the initial configuration wizard starts a wizard, it runs in auto-logon mode. The environment wizard prompts you for the account information. For subsequent wizards, the logon window appears, but automatically continues to the next window for that wizard.

The Initial Configuration wizard marks each task to be performed Task Complete Icon. When a task is complete, the State field displays Complete. If you cancel a task, the wizard asks you if you want to mark the task as complete. If you choose Yes, the wizard marks the task complete, and you continue to the next task. If you choose No, the configuration stops. When you start again, even after you have restarted the server utilities, you start with the task that you did not complete. To start from the beginning, click Reset.

When you restart your computer after installation, the Welcome to the TSM Server Utilities dialog appears.

  1. Ensure that the Initial Configuration option is selected, and click OK.

  2. The Initial Configuration Environment Wizard dialog appears. Click Next.
  3. The Initial Configuration Preferences dialog appears.

Defining the Environment

(Initial Configuration Environment Wizard)

Perform the following steps to define your Tivoli Storage Manager environment so that the appropriate wizards will be displayed.

  1. The Initial Configuration Preferences dialog asks if you want additional tips for performing tasks to be automatically displayed. Select Yes or No, and click Next. The Configuration Guidance Information dialog appears.
  2. If a server instance already exists, you can choose to configure that instance or to create a new instance. If you choose to configure an existing server, you will be prompted for logon information.
  3. Select either the standalone or network environment, and click Next. The Completing TSM Initial Configuration Environment Wizard dialog appears.
  4. Click Finish. The Welcome to the TSM Performance Configuration Wizard appears.

Tuning Performance

(Performance Configuration Wizard)

The Performance Configuration Wizard helps you tune your TSM server performance.

  1. At the Welcome to the TSM Performance Configuration Wizard dialog, click Next. The TSM Performance Options dialog appears.
  2. The TSM Performance Options wizard asks for the following information:

    Make your selections, and click Next.

  3. The wizard analyzes your hard drives. When the analysis is completed, click Next, and an informational panel displays the rankings of your drives.

    Note:The wizard detects the amount of memory, the number of CPU's, and the active protocols, and then updates the TSM settings accordingly. To review the performance report at any time, right click on the Performance wizard entry.
  4. Click Next. The Completing the TSM Performance Configuration Wizard dialog appears. Three check boxes allow you to choose to update the server options, update registry with preferred volume information, and display the performance report. Make your selections and click Finish. The Welcome to the TSM Server Initialization Wizard dialog appears.

Initializing the Server


(Server Initialization Wizard
Cluster Configuration Wizard
Disk Storage Pool Volume Wizard
Database Volume Wizard
Recovery Log Volume Wizard)
  1. From the Welcome to the TSM Server Initialization Wizard dialog, click Next.
  2. If a Microsoft cluster server is detected, the Cluster Environment dialog appears and asks if you want to configure Tivoli Storage Manager for use in a cluster environment.
  3. The Server Key and Location Information dialog appears. Specify the server instance directory for the information, and click Next.
  4. The Server Volume Location dialog appears. Enter the paths for the initial database, recovery log, and disk storage pool volumes or accept the defaults. You can also specify that additional database and recovery log volumes should be automatically created as needed. We recommend that you do so. Click Next.
    Note:If you want the server to be able to register itself with Active Directory, specify an account name with administrative privilege.
  5. The Server Service Logon Parameters dialog appears. Specify the account that the service should use when logging on to Windows and whether you want the service to be started manually or automatically. Click Next.
  6. The Completing the TSM Server Initialization Wizard dialog appears. Click Finish, then click OK, when the process completes.

Depending on your system configuration and the selections you have made so far, wizards will be displayed to help you with configuring server clusters and disk volumes.

Configuring Disk Volumes

The Volume Configuration Wizards let you create additional database volumes, recovery log volumes, and disk storage pool volumes. The default disk volumes created during server initialization are:

Using your input, the wizards recommend sizes for the database, recovery log, and disk storage pool. You can accept or modify these recommendations, and the wizards then create any required additional volumes. The wizards are:

Disk Storage Pool Volume Wizard
You can specify a storage pool for the volume. You can also estimate the amount of incremental data (in megabytes) that you expect to be routed through the selected storage pool each day. You may not want to create any volumes for BACKUPPOOL so that it can be used to channel data to disk storage pool volumes or to tape volumes (see Configuring Client Nodes for details).
Note:This wizard is not run if you are configuring for a standalone environment. A direct-to-tape policy is the preferred choice for this environment and is recommended in the Client Node Configuration Wizard.

Database Volume Wizard
You estimate how much client data the server will store. This information will be used to determine how much to increase the database size.

Recovery Log Volume Wizard
The wizard shows you the current recovery log utilization percentage. If utilization is over 75%, you should increase the log size.

Registering Licenses

(License Wizard)

When you install Tivoli Storage Manager, your system is licensed for the base support, which includes:

Note:If you migrate from ADSM, your existing licenses are no longer valid. You must update your license information.

Select the licensed features that you purchased. The available features are:

The License wizard asks you to select the license options you purchased. Select the license options and click Next. The Completing the TSM License Wizard dialog appears. Click Finish.

Figure 4. License Wizard



License Wizard

Configuring Services

(Service Configuration Wizard)

The Service Configuration Wizard asks if you want to start the items listed below as Window Services. The server and scheduler run as Windows services. The device driver is not a service, but is controlled like a service. The window for each service provides the service status and an option button. Ensure that each service is started, and check that the options are set for the desired startup mode and account information.

TSM Server
If the server is not running, click Start. You can change your startup mode to Automatic so that the server starts automatically when you start the computer.
Note:If you plan to use Active Directory with TSM, set the server to run under an account, other than the system account, that has administrative privileges.

TSM SCSI Device Driver
The TSM SCSI Device Driver is the preferred device driver for Tivoli Storage Manager devices and is required for autochangers. The server can use resident Windows device drivers for some manual devices if the devices support certain required features. To see if TSM can use a device that is using a Windows driver, select Device Information in the Server Utilities' tree view. Right-click the device in the list of devices. When you choose NT Device Driver Information... from the context menu, information is displayed indicating if the device is supported by TSM.

If you are controlling devices with the TSM Device driver, ensure that it is started at this time. When it is started and you have configured your options, click Next.

For more information about the TSM Device Driver and resident Windows device drivers, see the Server Utilities Online Help.

If you click Start and receive a message indicating that the system cannot find the specified device, Table 6 may help you find the cause of the problem.

Table 6. Problem Determination

Possible Cause To Resolve
A native Windows device driver has your device allocated. Go to the Devices applet in Control Panel. Change the startup mode of the Windows device driver to manual, and restart your computer.
You do not have any devices attached to the computer. Ensure all cables and SCSI terminators are connected and secured.
The device power was off when you started Windows. Turn the device power on and restart your computer.
Note:If the TSM Device Driver status is Error, the workstation was probably not restarted after TSM installation.

TSM Scheduler
Ensure that you start the scheduler if you plan to use TSM scheduling on this (local) computer. The Options button lets you specify:

If you are configuring in a network environment, you must install the TSM client software on the remote workstation. Then start the scheduler service on each remote client that will use TSM scheduling. See Working with Schedules on Network Clients for the procedure.

Note:During initial configuration, only the default backup-archive client is registered. If you want to change the account the scheduler will use, you should do that after any other clients have been registered with the server.

Configuring Devices

(Device Configuration Wizard)

The Device Configuration Wizard detects manual and autochanger devices that are attached to the server machine. The window in Figure 5 displays devices. The left pane displays devices that have not been defined to TSM. The right pane displays devices that have been defined.

To define a device to TSM, move it from the left pane to the right pane. Move a device by dragging and dropping or by using the arrows (> and <). If you decide not to define a device, you can move it back to the left pane deletes the device definition.

Note:You cannot move a device that was already defined to TSM before you began the initial configuration.

Figure 5. Device Configuration Wizard



Server Utilities - Device Configuration Wizard

Manual devices
To define a standalone or manual device and associate it with a manual library, move it to the right and click Next.

Autochangers, tape libraries, and associated drives
To define an autochanger and its associated tape drives, move the autochanger to the right and then drag and drop the tape drives on the autochanger. In Figure 5, drive mt5.0.0.1 is associated with autochanger lb2.0.0.1.

For a single drive autochanger: Associate its drive by dragging and dropping the drive on the autochanger.

For a multi-drive autochanger: Associate the drives with the autochanger element number order as described in the autochanger documentation. The documentation shows the physical location and the SCSI element number of each drive. The drives are usually defined as drive 1, drive 2, and so on. In the tree view, the wizard sees drive 1 as the first drive under the autochanger, and drive 2 as the second drive. If you do not arrange the drives in the correct order, TSM will not work as expected. You can rearrange the order of a drive by re-dropping it on the autochanger.

If the wizard cannot determine an element number, it displays a 'browse...' button. Click this button to display the element number lookup dialog (Figure 6). When you select the tape library and the desired drive, the element number is displayed. If your device is not in the list, see the Tivoli Storage Manager web site at:

http://www.tivoli.com/support/storage_mgr/tivolimain.html

Figure 6. Tape Drive Element Lookup



Tape Drive Element Number Lookup

After you order the drives and autochangers, click Next.

File Devices
File devices are useful if tape drives are not available. When the server needs a new volume, it automatically creates a new 25MB file. If node data is deleted and files become empty, the server automatically deletes the empty files. To set up and use a file device, do the following:
  1. Click File Device... to create a file device. The Directory location for file volumes dialog appears. See Figure 7.
  2. Specify a location for the files and click OK. You are returned to the TSM Device Configuration Wizard window.

    Figure 7. Directory Location for File Volumes



    Directory Location for File Volumes

  3. Move the file device from the left window pane to the right pane and click Next. The wizard creates a storage pool that is associated with the device.

Configuring Client Nodes

(Client Node Configuration Wizard)

The Client Node Configuration Wizard lets you register client nodes, specify where the backups should be stored, and specify the number of copies of backups to keep and how long to keep them. At installation, four storage pools are defined: ARCHIVEPOOL, SPACEMGPOOL, DISKPOOL, and BACKUPPOOL. This wizard configures backup policy only. ARCHIVEPOOL and SPACEMGPOOL are not displayed.

Note:You should register your remote clients at this time. After you have finished the Initial Configuration, you can install network clients on each network-attached computer. See Appendix E, Installing Clients Using Shared Resources for more information.

Figure 8. Client Node Configuration Wizard



Client Node Configuration Wizard

You can perform the following tasks with this wizard:

Scheduling Operations

(Scheduler Configuration Wizard)

The Scheduler Configuration Wizard lets you associate clients with schedules and add new schedules. At installation, two client schedules are associated with the STANDARD domain: DAILY_INCR for daily incremental backups, and WEEKLY_INCR for weekly backups.

When you select ALL NODES from the left pane that is shown in Figure 11, all registered nodes are displayed in the right pane.

Figure 11. Scheduler Configuration Wizard



Scheduling Wizard

Adding a New Schedule

When you click Add from the Scheduling Wizard, the Add TSM Schedules dialog opens.

Figure 12. Add Identification for Schedules



Add Identification for Schedules

In the Identification tab you can specify:

In the Timing tab you can specify:

Figure 13. Add Timing for Schedules



Add Timing for Schedules

Associating a Client with a Schedule

To associate a client with a schedule, drag and drop the client node on the schedule from the Scheduling Wizard. The nodes are then associated with the schedule. If you drag and drop a client node on a storage pool that is associated with a different domain, the wizard asks if you want to create a copy of the schedule in a different domain. If you click Yes, this makes scheduling nodes easier, but it also increases the number of schedules you must maintain.

Configuring Remote Win32 Clients

(Network Client Options File Wizard)

If you specified that you are configuring for a network environment, the Network Client Options File Wizard appears. This wizard helps you configure network (remote) clients. Use this wizard only for Win32 clients and only if there is a network file share that the clients can access.

Note:To install non-Windows clients or Windows clients that cannot access a shared directory, see Tivoli Storage Manager Installing the Clients.

From the Network Client Options File Wizard, you can:

The wizard then creates a client configuration package, which includes a client configuration utility, and places it in a network shared directory on a file server. The wizard can create the directory if it does not already exist. The package contains a batch file with the name specified in the wizard. This batch file is run on each workstation.

You must still install the client on the workstation so that clients can change the directory to the network share and run the client configuration utility. The utility reads the file and creates a client option file (dsm.opt) containing the options needed to connect to the server and back up data to that server. See Installing and Configuring Clients for details.

Labeling Media in Autochangers


(Manual Media Labeling Wizard
Library Media Labeling Wizard)

Two wizards help you to label tape volumes: one for manual devices, another for devices in autochangers.

Manual Media Labeling Wizard

This wizard asks for the following information:

Note:Consider labeling several tapes at this time.

Library Media Labeling Wizard

This wizard asks for the following information:

Where to go from here

Once you have finished the Initial Configuration, an Information dialog appears prompting you to perform a verification. Click OK. The TSM client is started and a TSM Logon into TSM server dialog appears to begin the verification process. You can then do one the following:


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