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Backup3G/Backup3G 5.1 Release Notes

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-== Features ==+{| align="right"
 +| __TOC__
 +|}
 +== Overview and Features ==
-The major new features in version 5.1 are:+==== Backup3G ====
-*backup any size file using the CPIO format+ 
-*mark a drive as offline+[[Backup3G]] 5.1 facilitates a standard approach to backup and recovery and the management of media in multi-host, multi-vendor UNIX, Linux and Windows data centres. All the information required to run comprehensive network backups is packaged in the backup job. There is no requirement for operators or administrators to understand subtle platform dependent variations in backup commands and devices. The automation of routine backups saves time, frees up resources, and reduces the possibility of human error.
<br> <br>
 +==== New features in backup3G ====
 +
 +'''Simpler Configuration'''
 +
 +*Disable a backup job on a given date.
 +*Re-enable a backup job on a given date.
 +*Append a job to media based on ''group'' name.
 +*Schedule a secondary copy of the backup media from the backup job.
 +*Verify media after the backup job has completed.
 +*Send notification based on success status of the backup job. The backup log can be optionally attached.
 +*Test network communication for a given backup job, testing communications between the Master, Drive and File hosts as configured for that job.
 +*Method sensitive forms for backup items, making it simpler to set options.
 +*Folders can be browsed making it simpler to set up unstructured data backup items.
 +*The ''incremental'' backup methods have been renamed to ''differential''.
 +*You can discover filesystems and volumes for given hosts, creating backup items for those found.
 +*You can filter your view of backup items by host or object.
 +*Various global settings can be set to change the behaviour of backup3G. These include:
 +:*Remote access control
 +:*Drive inactivity timeout
 +:*Direct I/O blocksize
 +:*Meta-data replication
 +:*Notification.
 +
 +'''Enhanced Operations'''
 +
 +*The ''run'' history of a selected backup job can be viewed over various date periods.
 +*Send notification when there are no more available media.
 +
 +'''Improved Auditing'''
 +
 +*The Backup3G audit trail logs the start and end and level of success of:
 +:*backup jobs
 +:*media copies
 +:*re-indexing media
 +:*media library inventory
 +:*recovery jobs
 +:*meta-data replication.
 +*The configuration audit trail logs ''all'' changes in backup3G tables.
 +*The operations audit trail logs ''all'' action invocations from:
 +:*backup scheduling console
 +:*recovery console
 +:*media management console
 +:*drive and media library consoles
 +:*job monitor console.
-== Environment ==+'''Documentation'''
-'''Software Prerequisites:''' Before you can install Backup3G 5.1 (application), COSmanager 4.2.5 (or newer) must already be installed on the same host.+
-'''Related Software:''' The release of Backup3G 5.1 coincides with the release of Stacker3G 5.1 (module), VTL3G (module), DA_Oracle 5.1 (module) and Duty3G 5.1 (application).+*A HTML or text document can be associated with a backup job, so end users can see what Policies and Procedures the backup is supporting.
 +*The user guide, release notes and other documentation can be viewed via your favourite browser.
<br> <br>
-== Notes ==+== Installation Requirements ==
 + 
 +==== Software prerequisites ====
 + 
 +To [[Backup3G/User Guide/Appendix A — Installing backup3G#Installing backup3G | install]] and run backup3G 5.1 on a host, you must have:
 + 
 +*COSmanager 4.2.5 or newer already installed on the host (see the [[COSmanager/User Guide | COSmanager User Guide]] for instructions)
 +*a [http://downloads.fs.com.au/index.php?prod=BKP backup3G distribution]
 +*a valid license key for this host (see your COSmanager distributor if you don’t have a valid license key)
 +*sufficient [[#Disk space required | disk space]]
 +*COSmanager Manager access, or equivalent
 +*the ability to open a root shell
<br> <br>
-== Technical Notes: Using Backup3G 5.1 ==+==== Disk space required ====
-This section contains some technical notes, tips, and troubleshooting information to help you when installing or upgrading to Backup3G 5.1. Detailed information on setting up and using Backup3G can be found in the [[Backup3G/User_Guide|Backup3G User Guide V3.2]].+ 
 +{| border="0" cellpadding="6" cellspacing="0"
 +! align="right" valign="top" width="150" | Software
 +| Approximately 1.5 MB in the backup3G home directory.
 +|-
 +! align="right" valign="top" | Temporary Files
 +| While installing backup3G: less than 1.5 MB, to hold a copy of the software distribution.<br>While backup3G is running: less than 5 MB in /tmp.
 +|-
 +! align="right" valign="top" | Audit Trails
 +| For the backup3G audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the activity on your system (e.g. how many backups are run), and how often you archive and delete the log files.
 +|-
 +! |
 +| For the operations audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the activity on your system.
 +|-
 +! |
 +| For the configuration audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the configuration activity on your system.
 +|-
 +! align="right" valign="top" | Backup and Restore Logs
 +| For the backup3g backup and restore logs, up to 200 MB for a small backup environments, or up to 1 GB for medium to enterprise backup environments in the system spool area.
 +|}
<br> <br>
-=== Arbitrary commands can easily be run as part of a backup job === 
-The scan method now defaults to multi-volume media scan, where the scan proceeds from the last tape in the set to the first. 
-To manually scan a single volume from the command line, you can still use the command:+==== Running Remote Backups on Windows ====
- FSdrive <drivename> scan+ 
 +The current backup3G release supports running remote backups and restores on Windows hosts which have the [[Backup3G/User Guide/EWC | EWC]] (Enterprise Windows Client) 3.1.1 installed. This product may be purchased separately.
<br> <br>
-=== Media scan method removed === 
-The scan method now defaults to multi-volume media scan, where the scan proceeds from the last tape in the set to the first. 
-To manually scan a single volume from the command line, you can still use the command:+==== Related Software ====
- FSdrive <drivename> scan+ 
 +The release of backup3G 5.1 coincides with the release of stacker3G 5.1 (module), VTL3G (module), DA_Oracle 5.1 (module) and duty3G 5.1 (application).
<br> <br>
-=== Media copy now configured as part of the backup job === 
-There are now three ways to produce a duplicate set of a backup media volume set. In all cases the ''target drive'' must be of the same media type as the ''source drive''. 
-#'''From the At-end command as defined for a backup job:'''<br><code>FScopy [-u] [-U] [-T <minutes>] [-r <retention>|-r <days>] <target drive></code><br>This will copy the media set used for the current backup to a new media set in the target drive. The expiry date of the duplicate set is set to the same date as that of the backup job. This can be overridden by specifying “<tt>-r <retention></tt>” or “<tt>-r <days></tt>”.<br><br>If the ''target drive'' is likely to be busy when needed for creating a duplicate media set, a timeout parameter may be added to the above command, “<tt>-T <minutes></tt>”. If this parameter is omitted and the ''target drive'' is busy, the media copy will fail.<br><br>+== Upgrading COSbackup 3.2.1 - 3.2.6 ==
-#'''Via COSbackup interface, from the COSbackup button bar:'''<br>Media > select media set > Maintain > Copy<br><br>You will be prompted for the run mode, the source drive and the target drive. The retention defaults to that of the selected media set, but may be overridden.<br><br>When using manually loaded drives, unless the output media volume is preloaded in the target drive, a “Change media” will appear on the backup job monitor. To preload a scratch media volume, from the COSbackup button bar:<br>Drive > select target drive > Operations > Load scratch<br><br>+ 
-#'''From the command line, as would be used by COStask or COSduty, or a 3rd party batch processing product:'''<br><code>FScopy -b [-u] [-U] [-T <minutes>] [-r <retention>|-r <days>] -s <media number> <source drive> <target drive></code><br>The retention period must be defined in the retention table. If it is not, the retention of the duplicate set will be set to “forever”.+[[Image:Backup upg install.png|frame|Figure 1 — Installation messages—upgrading from COSbackup 3.2.6]]
 + 
 +#[http://downloads.fs.com.au/index.php?prod=BKP Download the distribution file] to <code>/tmp</code> on the target host.
 +#From the Configuration menu, select {{cnav| COSmanager configuration | Applications}}.
 +#Select {{cnav| Application | Install}}.
 +#Press Choose. You will see a list of the applications that can be installed. Choose the entry titled Backup3G 5.1, and press Accept.
 +#COSmanager copies the backup3G files from the distribution file to the target directory, updates the backup3G ''backlog'' audit trail and creates the new audit trails.
 +#You will be asked which host is the backup3G Master host. Press this host, or choose another host.
 +#To migrate your existing COSbackup 3.2 release database to the newly installed version press Copy. Your existing database is copied and updated with new table columns and rows.
 +#Media contents, media indices and backup logs can use a large amount of disk space. You have the option to Move or Copy each of these to the new database. We recommend that you use Copy if sufficient disk space exists.
 +#The upgrade process searches for and removes any backup items, step and backup methods that may perform a tape rewind or media scan (media verification). The removal of these is critical. If a backup job is allowed to rewind the tape by way of a backup step or the ''At-end'' command the backup may be rendered irrecoverable. Press Log to review the upgrade. Once you are satisfied, press Agree.
 +#To migrate custom files and programs from the ''local'' directory structure, and review locally modified or patched COSbackup programs start by pressing List. This allows you to review which files are consider to be custom files and which are modified versions of COSbackup files.
 +#To copy custom files to the newly installed version press Custom. Select those files to copy and press Accept.
 +#To review the differences of locally modified files press Local. Select a file and a list of differences between the local file and the newly installed file will be displayed. There is no option to copy any locally modified files. This must be done from a root shell.
 +#Once you have completed the copy of any custom files and the review of locally modified or patched files press Done.
 +#To make the newly installed backup3G the default version press Accept, then press Continue. You will see a warning about non-shared databases - just press Continue to set backup3G 5.1 as the default.
 + 
 +:Any automatic backup jobs are added or re-added to the ''cosmos'' crontab.
 + 
 +:This completes the upgrade installation. You must now restart COSmanager for the new version of backup3G to come into affect.
 + 
 +:{{Note|The installation and migration produces 1 or 2 log files in your <code>/tmp</code> directory. They are named:
 +*Backup3G_upg.log.<''reverse date and time''>
 +*Backup3G_diff.log.<''reverse date and time''>
 +Please send these to your COSmanager distributor for review.}}
<br> <br>
-=== Restore steps may now be pre-configured === 
-You may now initiate a restore via the command line. This may be used by COStask or COSduy to preconfigure specific application restores. The command is:  
- FSrestore -i|-b [-D <to directory>] [-h <to hostname>] [-v <drive>] [-M <method>] [-f <files>] [-d <directories>] [<media number>] 
-If any parameters are missing a prompt will be displayed requesting the missing values.+== Technical Notes: Using backup3G 5.1 ==
 + 
 +This section contains some technical notes, tips, and troubleshooting information to help you when installing or upgrading to backup3G 5.1.
 + 
 +<br>
 +==== Temporary or trial licensing ====
 + 
 +Backup3G may be issued with a temporary license for use in trials or demonstrations. Temporary licenses have an in-built expiry date. You must obtain a permanent license or a new temporary license from your COSmanager distributor to keep using backup3G after the expiry date.
 + 
 +:{{Note|Backup3G won’t install if the license key is due to expire within the next 7 days. In this case you will need to obtain a new license key from your COSmanager distributor.}}
 + 
 +<br>
 + 
 +==== COSmanager framework version required for backup3G 5.1 ====
 + 
 +Backup3G 5.1 requires COSmanager 4.2.5 or newer.
 + 
 +<br>
 + 
 +==== Schedules and Schedtime ====
 + 
 +Backup3G 5.1 uses the newer, more generalised scheduling provided in COSmanager 4.2 releases. These include the datelist and schedule tables, which supersede the schedtime table (as used in COSbackup 3.2 releases). The schedtime table is now deprecated. It is important to note that the schedtime and schedule tables are maintained separately, and so changes to one table will not be reflected in the other. You should only maintain the schedule and datelist tables. You can do this via:
 +*{{cnav| Backup3G configuration | Tools | Schedules}}, or
 +*{{cnav| COSmanager configuration | Other tables | Schedule}}.
 + 
 +<br>
 + 
 +==== Audit Trails ====
 + 
 +When backup3G is installed, three new audit trails are created: ''Backup3G'', ''backup_cfg'' and ''backup_ops''. By default, these are created in the system spool area (usually <code>/usr/spool</code> or <code>/var/spool</code>). The ''Backup3G'' audit trail is the primary audit trail, recording all user actions, such as:
 +*running a duty, noting the exit status;
 +*marking a duty as done;
 +*any added user comments;
 +*re-authentication failures;
 +*attempts to run disabled duties.
 + 
 +Depending on the volume of backups run, these directories may become large, so it is important that audit trail cycling be configured correctly for your site to prevent these files from growing unbounded. By default the audit trails are cycled:
 +:{|
 +! align="left" width="100" | ''Backup3G''
 +| monthly, retaining for one year
 +|-
 +! align="left" width="100" | ''backup_cfg''
 +| monthly, retaining for six months
 +|-
 +! align="left" width="100" | ''backup_ops''
 +| monthly, retaining for six months.
 +|}
 + 
 +<br>
 + 
 +== New Features in this Release ==
 + 
 +==== Generalised calendaring for automatic backups ====
 + 
 +Backup3G 5.2 uses the new schedule and datelist tables which provide more features than the old schedtime table:
 + 
 +*You can create named datelists, which, as the name implies, contain lists of arbitrary dates which can be used to either be included or excluded from a schedule.
 +*You can write your own program or script to determine if the current date and time is to be included in the schedule.
 + 
 +:{{Note| As with schedtime, scheduling of automatic backup jobs is still implemented via CRON.}}
 + 
 +<br>
 + 
 +==== Media duplication now configured as part of the backup job ====
 + 
 +[[Image:Backup 2nd storage.png|frame|Figure 4 — Defining media duplication to occur after the backup job has completed]]
 + 
 + 
 +There are two ways to automatically produce a duplicate of a backup media set after the backup job has completed. This is also known as ''secondary storage''.
 + 
 +#'''Immediate:''' This will immediately copy the media set used for the current backup to a new media set in the target drive after all backup steps have completed and before any post-backup commands are executed.
 +#'''Next 24hrs:''' This will schedule the media duplication for later in the day. The primary reason for using this mode is to remove the media duplication phase from the backup window, and typically before media is collected for off-site storage.
 + 
 +A common scenario is to use a [[Backup3G/VTL/User Guide | VTL]] (virtual tape library) for the primary backup storage and a removable tape (for example, SDLT or LTO) for the secondary backup storage on the premise that writing to disk will be faster than writing to tape, and that in many cases disk in less expensive than another tape library and batch of tapes.
 + 
 +<br>
 + 
 +==== Verify media after the backup job has completed ====
 + 
 +[[Image:Backup job verify.png|frame|Figure 5 — Verify backup media after the backup job has completed]]
 + 
 + 
 +In previous versions of backup3G (COSbackup) there was a ''scan'' item that you could include as the last step in your backup job to verify the media. In this release the item has been removed and an option to verify media after is provided with the ''pre/post backup commands''.
 + 
 +The verify after option only reads the data on tape to ensure it is readable and that the size of each tape file corresponds to the sizes recorded during the backup. It does not verify the contents of the backup with what is on disk.
 + 
 +If the media is successfully read, but one of the tape file sizes does not correspond to what was recorded during the backup the log will report a warning.
 + 
 + 
 +:{{Caution|If a backup job is allowed to rewind the tape by way of a backup step or the ''At-end'' command the backup may be rendered irrecoverable.}}
 + 
 +<br>
 + 
 +==== Sending notification of backup job status ====
 + 
 +[[Image:Backup job notification.png|frame|Figure 6 — Defining notification after the backup job has completed]]
 + 
 + 
 +Notification can be configured at two levels — globally for all backup jobs, and as part of configuring a backup job. If you configure notification as part of a backup job, this overrides the backup3G global notification settings.
 + 
 +To define notification for a backup job:
 +#Select the notification type
 +#*'''none''': do not send notification even if there are backup3G global notification settings;
 +#*'''default''': use the backup3G global notification settings;
 +#*'''specify''': override backup3G global notification settings with the following settings.
 +#Choose from the list of authorised COSmanager users that have a notification address set, or type in one or more email addresses.
 +#Select the severity from which to send notification. The default is ''warning''.<br>For example, if you select ''success'', notification is always sent — when the job ends successfully or with a warning or with an error, or when the job is killed.
 +#Select the severity from which to also send the backup log with the notification. The default is ''warning''.
 + 
 +The notification settings are also used to send notification if the backup job requires another media volume to continue and there are no more available media in the media library.
 + 
 +:{{Note| To send notification via email or by other means, such as SMS, an appropriate service (for example, sendmail) must be installed and configured on the backup3G master server.}}
 + 
 +<br>
 +==== Backup3G settings ====
 + 
 +This release introduced a number of global settings that can affect the way backup3G behaves. Settings can be changed via {{cnav| Backup3G configuration | Tools | Settings}}.
 + 
 + 
 +{| border="0" cellpadding="6" cellspacing="0"
 +! align="left" width="145" style="border-bottom:1px solid grey;" | Setting
 +! align="left" width="240" style="border-bottom:1px solid grey;" | Default value
 +! align="left" style="border-bottom:1px solid grey;" | Description
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | AccessControl
 +| valign="top" style="border-bottom:1px solid grey;" | master
 +| style="border-bottom:1px solid grey;" | '''master''': Users are only registered as COSmanager users with their appropriate roles on the Master Backup Server. Activities that require access to remote drive and file hosts inherit the roles granted to the ''cosmos'' user. This means users no longer need to have accounts created and COSmanager roles granted for all hosts under backup3G's control.
 +'''per-host''': Users require accounts and COSmanager roles granted for all hosts. This does allow for fine-grained access control, but has a mush higher administration cost.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | BKP_SERVER
 +| style="border-bottom:1px solid grey;" |
 +| style="border-bottom:1px solid grey;" | By setting the Backup Master host, the host information table will be automatically populated. This will authorise remote access to the current host from the Backup Master host. This setting is requested during the installation of backup3G.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | BKP_DRVSERVERS
 +| style="border-bottom:1px solid grey;" |
 +| style="border-bottom:1px solid grey;" | By setting the list of drive hosts, the host information table will be automatically populated. This will authorise remote access to the current host from these hosts.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | DEVIO_TIMEOUT
 +| valign="top" style="border-bottom:1px solid grey;" | 600 (seconds)
 +| style="border-bottom:1px solid grey;" | If the tape device writer process (devio) determines that it is writing at <1KB/sec for for this number of continuous seconds, then the process and that backup step are terminated with an error 95.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | DIOBlocksize
 +| valign="top" style="border-bottom:1px solid grey;" | 256 (KB)
 +| style="border-bottom:1px solid grey;" | Unix filesystems can be mounted for ''direct I/O''. Direct I/O tells the kernel to not optimise disk reads and writes and just allow raw disk reads and writes. Some databases, such as Oracle, are capable of optimising their own I/O and allowing the kernel to intefere would negate the advantages. If you do have filesystems mounted for ''direct I/O'' you may find increasing the value of this setting to '''1024''' (KB), however this may also slightly degrade backups of filesystem mounted with normal kernel I/O control.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | DIR
 +| valign="top" style="border-bottom:1px solid grey;" | /var/spool/log/backup
 +| style="border-bottom:1px solid grey;" | The directory where the log files for backups, restores, media duplication and index re-creation are stored.
 +{{ caution | Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually. }}
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | DUTY
 +| style="border-bottom:1px solid grey;" |
 +| style="border-bottom:1px solid grey;" | The value of this setting is determined every time you run backup3G. It is used to change some of the interface features available. Backup3G 5.1 operates best with duty3G 5.1.
 +|
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | DutiesInstalled
 +| valign="top" style="border-bottom:1px solid grey;" | no
 +| style="border-bottom:1px solid grey;" | This setting indicates if backup3G duties have been added to duty3G. If they have not been added, changing the setting allows to add or re-install the backup3G duties to duty3G.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | IDIR
 +| valign="top" style="border-bottom:1px solid grey;" | /var/spool/log/inventory
 +| style="border-bottom:1px solid grey;" | The directory where the log files for media library inventories are stored.
 +{{ caution | Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually. }}
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | IgnoreWarnings
 +| valign="top" style="border-bottom:1px solid grey;" | no
 +| style="border-bottom:1px solid grey;" | Backup3G produces a warning if a file is no longer available to backup or a file changes size during the backup of that file. In these circumstances the rest of the backup is still successful, so you may wish the backup to be reported as successful for service level purposes. You can do that by changing the value of this setting to '''yes'''.
 +If you do not want to ignore warnings for ''all'' backup jobs, you can set ''IgnoreWarnings'' on individual backup steps instead.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | NotifyIncLog
 +| valign="top" style="border-bottom:1px solid grey;" | warning
 +| style="border-bottom:1px solid grey;" | When Backup3G sends notification you can also include the log file produced by the job. You can control from which severity to include the log. For example, you may send notification of the backup jobs' end status all the time, but only wish the log to be sent when there is an error. Also see ''NotifySeverity'' and ''NotifyList''.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | NotifyList
 +| style="border-bottom:1px solid grey;" |
 +| style="border-bottom:1px solid grey;" | A list of COSmanager users and/or email addresses to notify at the end of every backup job. This setting can be overridden at the backup job level. By using COSmanager user's notification methods other than email can be set, for example, SMS. Also see ''NotifySeverity'' and ''NotifyIncLog''.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | NotifySMS
 +| valign="top" style="border-bottom:1px solid grey;" | $Time Backup job \"$Job\" $State
 +| style="border-bottom:1px solid grey;" | The template used when when sending notification via SMS.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | NotifySeverity
 +| valign="top" style="border-bottom:1px solid grey;" | warning
 +| style="border-bottom:1px solid grey;" | Backup3G sends notification when a backup job ends with this severity or higher. The values of severity in increasing order are '''success''', '''warning''', '''killed''', '''error''' or '''never'''. Also see ''NotifyList'' and ''NotifyIncLog''.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | NotifySubject
 +| valign="top" style="border-bottom:1px solid grey;" | Backup job \"$Job\" $State
 +| style="border-bottom:1px solid grey;" | The template used when when sending notification via email.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | RPT_CUTOFF
 +| valign="top" style="border-bottom:1px solid grey;" | 17:00
 +| style="border-bottom:1px solid grey;" | As backups are usually run after normal office hours, the way you view logs should reflect this. The default value of this setting, '''17:00''' (5pm), was chosen as representing the start of a typical organisations ''backup window''. This means that during normal office hours viewing today's backup logs, you will be viewing logs produced between yesterday-17:00 and today-17:00.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | ReplicateMetaDB
 +| valign="top" style="border-bottom:1px solid grey;" | no
 +| style="border-bottom:1px solid grey;" | By replicating the backup3G meta-data to another host you will have a secondary backup3G Master server. This secondary host can be any other Unix or Linux host that is acting as a backup3G drive host or backup3G client.
 +Only the meta-data tables that have changed are copied minimising the impact on the network.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | ReplicateToHost
 +| style="border-bottom:1px solid grey;" |
 +| style="border-bottom:1px solid grey;" | The host to replicate the backup3G meta-data from the backup3G Master to.
 +This setting is ignored if the value of the ''ReplicateMedaDB'' setting is '''no'''.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | ReplicateWhen
 +| valign="top" style="border-bottom:1px solid grey;" | daily
 +| style="border-bottom:1px solid grey;" | When to replicate the backup3G meta-data from the backup3G Master. Options available are '''daily''', '''hourly''' or '''backup end'''.
 +This setting is ignored if the value of the ''ReplicateMedaDB'' setting is '''no'''.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | ReplicateLogs
 +| valign="top" style="border-bottom:1px solid grey;" | no
 +| style="border-bottom:1px solid grey;" | You can optionally replicate log files from the backup3G Master.
 +This setting is ignored if the value of the ''ReplicateMedaDB'' setting is '''no'''.
 +Only new log files are copied minimising the impact on the network.
 +|-
 +| valign="top" style="border-bottom:1px solid grey;" | SDIR
 +| valign="top" style="border-bottom:1px solid grey;" | /var/spool/log/backup_summary
 +| style="border-bottom:1px solid grey;" | The directory where the summary log files for backups are stored.
 +{{ caution | Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually. }}
 +|}
 + 
 +<br>
 + 
 +==== Notes facility ====
 + 
 +You can now attach a HTML or text file of documentation to a backup job. This file can be viewed by the user from the backup console at any time.
 + 
 +:{{Note| There is no facility provided to create notes files—you can simply use your favourite text editor (vi, emacs etc.). Notes files should be created in the <code>backup_5.2/local/notes</code> directory.}}
<br> <br>
== Warnings == == Warnings ==
 +
#'''Scan and rewind steps must be removed'''. #'''Scan and rewind steps must be removed'''.
<br> <br>
-== Hardware and OS Dependencies ==+== Known Problems in this Release ==
-=== AIX 4: ===+None known.
-TX +<br>
-Appears: +== Hardware and OS Dependencies ==
-Suggested actions:+=== AIX ===
-*+
-<br>+None known.
-=== Linux: ===+
-X+<br>
-Appears: +=== HPUX ===
-Suggested actions:+None known.
-*+
<br> <br>
-=== Solaris: ===+=== Linux ===
-X+None known
-Appears: “+<br>
 +=== Solaris ===
-Suggested actions:+None known
-*+
 +<br>
---- ----
-Copyright © 1990-2007 Functional Software. All rights reserved.+<div style="float:right;">August 2007</div>Copyright © 1990-{{CURRENTYEAR}} Functional Software. All rights reserved.

Current revision

Contents

Overview and Features

Backup3G

Backup3G 5.1 facilitates a standard approach to backup and recovery and the management of media in multi-host, multi-vendor UNIX, Linux and Windows data centres. All the information required to run comprehensive network backups is packaged in the backup job. There is no requirement for operators or administrators to understand subtle platform dependent variations in backup commands and devices. The automation of routine backups saves time, frees up resources, and reduces the possibility of human error.


New features in backup3G

Simpler Configuration

  • Remote access control
  • Drive inactivity timeout
  • Direct I/O blocksize
  • Meta-data replication
  • Notification.

Enhanced Operations

Improved Auditing

  • backup jobs
  • media copies
  • re-indexing media
  • media library inventory
  • recovery jobs
  • meta-data replication.
  • backup scheduling console
  • recovery console
  • media management console
  • drive and media library consoles
  • job monitor console.

Documentation


Installation Requirements

Software prerequisites

To install and run backup3G 5.1 on a host, you must have:


Disk space required

Software Approximately 1.5 MB in the backup3G home directory.
Temporary Files While installing backup3G: less than 1.5 MB, to hold a copy of the software distribution.
While backup3G is running: less than 5 MB in /tmp.
Audit Trails For the backup3G audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the activity on your system (e.g. how many backups are run), and how often you archive and delete the log files.
For the operations audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the activity on your system.
For the configuration audit trail, about 10 - 50 MB in the system spool area. The actual amount will depend on the configuration activity on your system.
Backup and Restore Logs For the backup3g backup and restore logs, up to 200 MB for a small backup environments, or up to 1 GB for medium to enterprise backup environments in the system spool area.


Running Remote Backups on Windows

The current backup3G release supports running remote backups and restores on Windows hosts which have the EWC (Enterprise Windows Client) 3.1.1 installed. This product may be purchased separately.


Related Software

The release of backup3G 5.1 coincides with the release of stacker3G 5.1 (module), VTL3G (module), DA_Oracle 5.1 (module) and duty3G 5.1 (application).


Upgrading COSbackup 3.2.1 - 3.2.6

Figure 1 — Installation messages—upgrading from COSbackup 3.2.6
Figure 1 — Installation messages—upgrading from COSbackup 3.2.6
  1. Download the distribution file to /tmp on the target host.
  2. From the Configuration menu, select COSmanager configuration > Applications .
  3. Select Application > Install .
  4. Press Choose. You will see a list of the applications that can be installed. Choose the entry titled Backup3G 5.1, and press Accept.
  5. COSmanager copies the backup3G files from the distribution file to the target directory, updates the backup3G backlog audit trail and creates the new audit trails.
  6. You will be asked which host is the backup3G Master host. Press this host, or choose another host.
  7. To migrate your existing COSbackup 3.2 release database to the newly installed version press Copy. Your existing database is copied and updated with new table columns and rows.
  8. Media contents, media indices and backup logs can use a large amount of disk space. You have the option to Move or Copy each of these to the new database. We recommend that you use Copy if sufficient disk space exists.
  9. The upgrade process searches for and removes any backup items, step and backup methods that may perform a tape rewind or media scan (media verification). The removal of these is critical. If a backup job is allowed to rewind the tape by way of a backup step or the At-end command the backup may be rendered irrecoverable. Press Log to review the upgrade. Once you are satisfied, press Agree.
  10. To migrate custom files and programs from the local directory structure, and review locally modified or patched COSbackup programs start by pressing List. This allows you to review which files are consider to be custom files and which are modified versions of COSbackup files.
  11. To copy custom files to the newly installed version press Custom. Select those files to copy and press Accept.
  12. To review the differences of locally modified files press Local. Select a file and a list of differences between the local file and the newly installed file will be displayed. There is no option to copy any locally modified files. This must be done from a root shell.
  13. Once you have completed the copy of any custom files and the review of locally modified or patched files press Done.
  14. To make the newly installed backup3G the default version press Accept, then press Continue. You will see a warning about non-shared databases - just press Continue to set backup3G 5.1 as the default.
Any automatic backup jobs are added or re-added to the cosmos crontab.
This completes the upgrade installation. You must now restart COSmanager for the new version of backup3G to come into affect.
Note
Note
The installation and migration produces 1 or 2 log files in your /tmp directory. They are named:
  • Backup3G_upg.log.<reverse date and time>
  • Backup3G_diff.log.<reverse date and time>

Please send these to your COSmanager distributor for review.


Technical Notes: Using backup3G 5.1

This section contains some technical notes, tips, and troubleshooting information to help you when installing or upgrading to backup3G 5.1.


Temporary or trial licensing

Backup3G may be issued with a temporary license for use in trials or demonstrations. Temporary licenses have an in-built expiry date. You must obtain a permanent license or a new temporary license from your COSmanager distributor to keep using backup3G after the expiry date.

Note
Note
Backup3G won’t install if the license key is due to expire within the next 7 days. In this case you will need to obtain a new license key from your COSmanager distributor.


COSmanager framework version required for backup3G 5.1

Backup3G 5.1 requires COSmanager 4.2.5 or newer.


Schedules and Schedtime

Backup3G 5.1 uses the newer, more generalised scheduling provided in COSmanager 4.2 releases. These include the datelist and schedule tables, which supersede the schedtime table (as used in COSbackup 3.2 releases). The schedtime table is now deprecated. It is important to note that the schedtime and schedule tables are maintained separately, and so changes to one table will not be reflected in the other. You should only maintain the schedule and datelist tables. You can do this via:


Audit Trails

When backup3G is installed, three new audit trails are created: Backup3G, backup_cfg and backup_ops. By default, these are created in the system spool area (usually /usr/spool or /var/spool). The Backup3G audit trail is the primary audit trail, recording all user actions, such as:

Depending on the volume of backups run, these directories may become large, so it is important that audit trail cycling be configured correctly for your site to prevent these files from growing unbounded. By default the audit trails are cycled:

Backup3G monthly, retaining for one year
backup_cfg monthly, retaining for six months
backup_ops monthly, retaining for six months.


New Features in this Release

Generalised calendaring for automatic backups

Backup3G 5.2 uses the new schedule and datelist tables which provide more features than the old schedtime table:

Note
Note
As with schedtime, scheduling of automatic backup jobs is still implemented via CRON.


Media duplication now configured as part of the backup job

Figure 4 — Defining media duplication to occur after the backup job has completed
Figure 4 — Defining media duplication to occur after the backup job has completed


There are two ways to automatically produce a duplicate of a backup media set after the backup job has completed. This is also known as secondary storage.

  1. Immediate: This will immediately copy the media set used for the current backup to a new media set in the target drive after all backup steps have completed and before any post-backup commands are executed.
  2. Next 24hrs: This will schedule the media duplication for later in the day. The primary reason for using this mode is to remove the media duplication phase from the backup window, and typically before media is collected for off-site storage.

A common scenario is to use a VTL (virtual tape library) for the primary backup storage and a removable tape (for example, SDLT or LTO) for the secondary backup storage on the premise that writing to disk will be faster than writing to tape, and that in many cases disk in less expensive than another tape library and batch of tapes.


Verify media after the backup job has completed

Figure 5 — Verify backup media after the backup job has completed
Figure 5 — Verify backup media after the backup job has completed


In previous versions of backup3G (COSbackup) there was a scan item that you could include as the last step in your backup job to verify the media. In this release the item has been removed and an option to verify media after is provided with the pre/post backup commands.

The verify after option only reads the data on tape to ensure it is readable and that the size of each tape file corresponds to the sizes recorded during the backup. It does not verify the contents of the backup with what is on disk.

If the media is successfully read, but one of the tape file sizes does not correspond to what was recorded during the backup the log will report a warning.


Caution
Caution!
If a backup job is allowed to rewind the tape by way of a backup step or the At-end command the backup may be rendered irrecoverable.


Sending notification of backup job status

Figure 6 — Defining notification after the backup job has completed
Figure 6 — Defining notification after the backup job has completed


Notification can be configured at two levels — globally for all backup jobs, and as part of configuring a backup job. If you configure notification as part of a backup job, this overrides the backup3G global notification settings.

To define notification for a backup job:

  1. Select the notification type
    • none: do not send notification even if there are backup3G global notification settings;
    • default: use the backup3G global notification settings;
    • specify: override backup3G global notification settings with the following settings.
  2. Choose from the list of authorised COSmanager users that have a notification address set, or type in one or more email addresses.
  3. Select the severity from which to send notification. The default is warning.
    For example, if you select success, notification is always sent — when the job ends successfully or with a warning or with an error, or when the job is killed.
  4. Select the severity from which to also send the backup log with the notification. The default is warning.

The notification settings are also used to send notification if the backup job requires another media volume to continue and there are no more available media in the media library.

Note
Note
To send notification via email or by other means, such as SMS, an appropriate service (for example, sendmail) must be installed and configured on the backup3G master server.


Backup3G settings

This release introduced a number of global settings that can affect the way backup3G behaves. Settings can be changed via Backup3G configuration > Tools > Settings .


Setting Default value Description
AccessControl master master: Users are only registered as COSmanager users with their appropriate roles on the Master Backup Server. Activities that require access to remote drive and file hosts inherit the roles granted to the cosmos user. This means users no longer need to have accounts created and COSmanager roles granted for all hosts under backup3G's control.

per-host: Users require accounts and COSmanager roles granted for all hosts. This does allow for fine-grained access control, but has a mush higher administration cost.

BKP_SERVER By setting the Backup Master host, the host information table will be automatically populated. This will authorise remote access to the current host from the Backup Master host. This setting is requested during the installation of backup3G.
BKP_DRVSERVERS By setting the list of drive hosts, the host information table will be automatically populated. This will authorise remote access to the current host from these hosts.
DEVIO_TIMEOUT 600 (seconds) If the tape device writer process (devio) determines that it is writing at <1KB/sec for for this number of continuous seconds, then the process and that backup step are terminated with an error 95.
DIOBlocksize 256 (KB) Unix filesystems can be mounted for direct I/O. Direct I/O tells the kernel to not optimise disk reads and writes and just allow raw disk reads and writes. Some databases, such as Oracle, are capable of optimising their own I/O and allowing the kernel to intefere would negate the advantages. If you do have filesystems mounted for direct I/O you may find increasing the value of this setting to 1024 (KB), however this may also slightly degrade backups of filesystem mounted with normal kernel I/O control.
DIR /var/spool/log/backup The directory where the log files for backups, restores, media duplication and index re-creation are stored.
Caution
Caution!
Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually.
DUTY The value of this setting is determined every time you run backup3G. It is used to change some of the interface features available. Backup3G 5.1 operates best with duty3G 5.1.
DutiesInstalled no This setting indicates if backup3G duties have been added to duty3G. If they have not been added, changing the setting allows to add or re-install the backup3G duties to duty3G.
IDIR /var/spool/log/inventory The directory where the log files for media library inventories are stored.
Caution
Caution!
Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually.
IgnoreWarnings no Backup3G produces a warning if a file is no longer available to backup or a file changes size during the backup of that file. In these circumstances the rest of the backup is still successful, so you may wish the backup to be reported as successful for service level purposes. You can do that by changing the value of this setting to yes.

If you do not want to ignore warnings for all backup jobs, you can set IgnoreWarnings on individual backup steps instead.

NotifyIncLog warning When Backup3G sends notification you can also include the log file produced by the job. You can control from which severity to include the log. For example, you may send notification of the backup jobs' end status all the time, but only wish the log to be sent when there is an error. Also see NotifySeverity and NotifyList.
NotifyList A list of COSmanager users and/or email addresses to notify at the end of every backup job. This setting can be overridden at the backup job level. By using COSmanager user's notification methods other than email can be set, for example, SMS. Also see NotifySeverity and NotifyIncLog.
NotifySMS $Time Backup job \"$Job\" $State The template used when when sending notification via SMS.
NotifySeverity warning Backup3G sends notification when a backup job ends with this severity or higher. The values of severity in increasing order are success, warning, killed, error or never. Also see NotifyList and NotifyIncLog.
NotifySubject Backup job \"$Job\" $State The template used when when sending notification via email.
RPT_CUTOFF 17:00 As backups are usually run after normal office hours, the way you view logs should reflect this. The default value of this setting, 17:00 (5pm), was chosen as representing the start of a typical organisations backup window. This means that during normal office hours viewing today's backup logs, you will be viewing logs produced between yesterday-17:00 and today-17:00.
ReplicateMetaDB no By replicating the backup3G meta-data to another host you will have a secondary backup3G Master server. This secondary host can be any other Unix or Linux host that is acting as a backup3G drive host or backup3G client.

Only the meta-data tables that have changed are copied minimising the impact on the network.

ReplicateToHost The host to replicate the backup3G meta-data from the backup3G Master to.

This setting is ignored if the value of the ReplicateMedaDB setting is no.

ReplicateWhen daily When to replicate the backup3G meta-data from the backup3G Master. Options available are daily, hourly or backup end.

This setting is ignored if the value of the ReplicateMedaDB setting is no.

ReplicateLogs no You can optionally replicate log files from the backup3G Master.

This setting is ignored if the value of the ReplicateMedaDB setting is no. Only new log files are copied minimising the impact on the network.

SDIR /var/spool/log/backup_summary The directory where the summary log files for backups are stored.
Caution
Caution!
Altering this setting does not move or copy existing log files to the new target directory. You must copy these manually.


Notes facility

You can now attach a HTML or text file of documentation to a backup job. This file can be viewed by the user from the backup console at any time.

Note
Note
There is no facility provided to create notes files—you can simply use your favourite text editor (vi, emacs etc.). Notes files should be created in the backup_5.2/local/notes directory.


Warnings

  1. Scan and rewind steps must be removed.


Known Problems in this Release

None known.


Hardware and OS Dependencies

AIX

None known.


HPUX

None known.


Linux

None known


Solaris

None known



August 2007
Copyright © 1990-2024 Functional Software. All rights reserved.