© Copyright IBM Corporation, 2004. All Rights Reserved. This publication may refer to products that are not currently available in your country. IBM makes

© Copyright IBM Corporation, 2004. All Rights Reserved.This publication may refer to products that are not currently available in your country. IBM makes no commitment to make available any products referred to herein.

Essentials of Backup/Recovery for Disaster Recovery

Debbie Saugen

[email protected]

© 2004 IBM Corporation

Agenda

• Backup Basics– Backing Up the Entire System – Backing Up System Data – Backing Up User Data

• Unattended Operations With Save Menu Options • Backup Recovery and Media Services• Disaster Recovery Tips• Rapid Recovery


Golden Rules for Backup/Recovery

• That Which Has Not Been Backed up Cannot be Recovered

• That Which Has Not Been Backed up Offsite Will Not Survive a Disaster

• Any Backup That Has Not Been Tested With a Recovery is Not a Backup

• Back It Up or Give It Up


Licensed Internal Code

OS/400 Objects in QSYS

User Profiles

Private Authorities

Configuration Objects

IBM-supplied Directories

OS/400 Optional LibrariesQHLPSYS QUSRTOOL

Licensed Program LibrariesQRPG QCBL Qxxxxx

IBM Libraries with User DataQGPL QUSRSYS QS36F #LIBRARY

User LibrariesLIBA LIBB LIBC LIBxxx

Documents and FoldersDistribution Objects

User Objects in Directories

23

23

21

22

Options fromSave menu Commands

SAVSYS

SAVSECDTA

SAVCFG

SAV

SAVLIB*IBM

SAVLIB*ALLUSR

SAVLIB*NONSYS

SAVDLO

SAV

Save Commands and Menu Options


Save

Select one of the following:

Save system and user data

Option 20. Define save system and user data defaultsOption 21. Entire systemOption 22. System data only Option 23. All user data

Save Menu Options 21, 22, 23


Save Menu Option 21

• Entire System - Runs Commands: – ENDSBS SBS(*ALL) OPTION(*IMMED)– CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY)– SAVSYS– SAVLIB LIB(*NONSYS) ACCPTH(*YES)– SAVDLO DLO(*ALL) SAVFLR(*ANY) – SAV DEV('/QSYS.LIB/tape-device-name.DEVD')

OBJ(('/*') ('/QSYS.LIB' *OMIT) ('/QDLS' *OMIT)) UPDHST(*YES)

– STRSBS SBSD (controlling-subsystem)


Save Menu Option 22

• System Data Only - Runs Commands: – ENDSBS SBS(*ALL) OPTION(*IMMED)– CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY)– SAVSYS– SAVLIB LIB(*IBM) ACCPTH(*YES)– SAV DEV('/QSYS.LIB/tape-device-name.DEVD')

OBJ(('/QIBM/ProdData') ('/QOpenSys/QIBM/ProdData')) UPDHST(*YES)



Save Menu Option 23

• All User Data - Runs Commands: – ENDSBS SBS(*ALL) OPTION(*IMMED)– CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY)– SAVSECDTA– SAVCFG– SAVLIB LIB(*ALLUSR) ACCPTH(*YES)– SAVDLO DLO(*ALL) FLR(*ANY)– SAV DEV('/QSYS.LIB/tape-device-name.DEVD')

OBJ(('/*) ('/QSYS.LIB *OMIT) ('/QDLS *OMIT) ('/QIBM/ProdData' *OMIT) ('/QOpenSys/QIBM/ProdData' *OMIT)) UPDHST(*YES)



Simple Backup Strategy

• Simple Backup Strategy– Perform Entire System Saves Using Menu– Option 21

• Daily for Simple Backup Strategy• Simplifies System Recoveries


Medium Backup Strategy

• Medium Backup Strategy– Perform Saves of System Data Only Using– Menu Option 22 After Installing:

• New Release• PTFs• Licensed Program Products

– Perform Saves of All User Data • Daily for Medium Backup Strategy


Complex Backup Strategy

• Complex Backup Strategy– Customized CL Programs or BRMS– Saving Changed Objects– Saving Journals & Receivers– Save-while-active Function– Replicated Systems for 24X7 Strategy


Hardware Managment Console (HMC)

• Required on i5 Hardware for partitioned or Capacity on Demand systems• Backed up separately outside Save Option 21 for Recovery • Backup performed on HMC Console to DVD/RAM


Unattended Operations With Save Menu Options

© 2004 IBM Corporation© 2004 IBM Corporation

Specify Command Defaults

Unattended Saves Using Save Menu Options

• Unattended Save Using Start Time Parameter

– Option 21 - Save Entire System

– Option 22 - Save System Data

– Option 23 - Save User Data

Type choices, press Enter.

Tape devices . . . . . . . . . . . TAP01___________________________

Names

Prompt for commands . . . . . . . N Y=Yes, N=NoCheck for active files . . . . . . N Y=Yes, N=NoMessage queue delivery . . . . . . *NOTIFY *BREAK, *NOTIFYStart time . . . . . . . . . . . . 22:00:00 *CURRENT, timeVary off network servers . . . . . *ALL

________*ALL, *NONE, *WINDOWSNT,*GUEST (V5R3)

Type choices, press Enter. Unmount file systems . . . . . Y Y=Yes, N=No (V5R3)

Print system information . . . N Y=Yes, N=No (V4R2)

F3=Exit F12=Cancel


Unattended Save

• Requires Dedicated Workstation (Console)– Potential Security Exposure

• SysReq 2 (Endjob) While Waiting• User Profile usually has higher security class

– V4R2 and Higher:• Option to vary off network servers before saving• Option to unmount user-defined file systems before saving• Option to print system information

– V5R3 Enhancements• Vary off network servers default of *ALL• Unmount user-defined file systems default of Yes


Save Menu Options Defaults

• Save Menu Options Defaults– Save Menu Option 20

• Define Save System and User Data Defaults

– Simplifies Unattended Saves– Define Defaults For:

• Save Option 21 - Entire system• Save Option 22 - System data only• Save Option 23 - All user data


Define Save System and User Data Defaults


Save

Select one of the following:

Save system and user data Option 20.Define Save system and user data defaults Option 21.Save entire system Option 22.System data only Option 23.All user data


Define Save System and User Data Defaults


Type choices, press Enter.

Tape devices . . . . . . . . . . . TAP01___________________________

Names

Prompt for commands . . . . . . . N Y=Yes, N=NoCheck for active files . . . . . . N Y=Yes, N=NoMessage queue delivery . . . . . . *NOTIFY *BREAK, *NOTIFYStart time . . . . . . . . . . . . 22:00:00 *CURRENT, timeVary off network servers . . . . . *ALL *ALL,*NONE,*WINDOWSNT,

*GUEST (V5R3)Type choices, press Enter.YUnmount file systems . . . . . Y Y=Yes, N=No (V5R3) Print system information . . . N Y=Yes, N=No (V4R2) Use system reply list. . . . . N Y=Yes, N-No (V4R3)F3=Exit F12=Cancel


Backup Recovery and Media Services


Product Characteristics

• Key Features– Controls Backup

• Enabler for backup strategies

– Guides Recovery al All Levels– Archives Data from DASD to Tape

• Dynamic retrieval for archived files

– Classifies, Tracks, and Protects Tape Media– Single-system or Multi-system Environment

• Licensed Program product 5716BR1, 5763BR1, 5769BR1 and 5722BR1– Runs on all i5, iSeries and AS/400 models– Supports all i5, iSeries and AS/400 tape devices and tape media– Significant step beyond operational assistant backup


Backup and Recovery Information


Backup and Recovery Information

• Read the book EVERY time a new release comes out?– You MUST use the correct version of the book with each new release!

• ARE YOU SAVING THE RIGHT STUFF poster– New UPDATED Poster for V5R2 (Includes BRMS - G325-6328-03)

• iSeries Backup and Recover Learning Guide (Search400.com) -- http://search400.techtarget.com/originalContent/0,289142,sid3_gci951628,00.html

• Starter Kit for IBM iSeries and AS/400 (www.iseriesnetwork.com)– iSeries Backup Basics & BRMS Chapters– New Updated Edition

• iSeries NEWS Magazine Backup/Recovery FAQS– Commonly asked Backup/Recovery Questions and Answers– www.iseriesnetwork.com


Backup and Recovery Book

• Hardcopy No Longer Shipped Free• Fee Charge for Book • Hardcopy Critical for DASD Configuration and Recoveries• Ensure YES on Configurator for Hardcopy


New Backup and Recovery Information

• Comprehensive Backup Information Moved to Information Center - http://www.iseries.ibm.com/infocenter (V5R1 and Higher)– Planning a backup and recovery strategy– Getting your media ready to save your system – Before you save anything– Saving your system with the GO SAVE command – Manually saving parts of your system– Saving your system under time limitations – Setting up disk protection for your data– Controlling system shutdown using a power-handling program


New Backup and Recovery Information

• Backup and Recovery Book - Starting with V4R5 – New Step by Step Restore Instructions when Recovering Your Server to the

Same Server - See Appendix G (V4R5/V5R1) Appendix D (V5R2) Appendix C (V5R3)

– New Steps for Moving Previous Release User Data to a System at a Higher Release in Chapter 15, " Release to Release Support"

• Backup and Recovery Book - Starting with V5R2– New Step by Step Restore Instructions when Recovering Your Server to a

Different Server - See Appendix E (V5R2) Appendix D (V5R3)


Testing, Testing and More Testing!!

• Testing Your Recovery Strategy Ensures You Have a Good Backup Strategy!!

– Your Backups are only as Good as Your Recovery

– Only True Backup Verification is Done by Testing Your Recovery

– Recovery Strategy only as Good as Backup Strategy

– Design Recovery Strategy Before Backup Strategy


Prevent Disasters Before Test!

• Don't forget keys to vital records boxes

• Know your password– Keep passwords current

• Arrange for serial number dependent software

• Use PRTSYSINF Command or option on SaveMenus 21, 22 and 23 (V4R2 or later) to printimportant system information

• Ensure RSTLIB and CHGPWD commands NOTchanged to use different programs



• Tape Management

– Ensure tapes are labeled or cataloged with unique volume IDs (Tape Management Product such as BRMS)

– Prevent overwriting tapes with active data (tape management product such as BRMS)

– Have at least two sets

– Use error reports to remove bad tapes from inventory

– Audit tapes for data integrity

– Do NOT IGNORE tape drive problems!



• Ensure Critical Data is Completely Backed Up!!– Completely back up Library QUSRSYS – #1 recovery problem today!!– Objects starting with Q in QUSRSYS contain critical recovery data

• To Save Everything in QUSRSYS:– End all subsystems (with ENDSBS SBS(*ALL))– Ensure subsystems QSNADS, QSYSWRK,

QSERVER ended & ENDTCPSVR *MGTC– Use Save menu option 21 or 23– Use the save-while-active feature



• ALWAYS Save Access Paths!– Default on Save Menu Options (21, 22, 23) is YES to Save Access Paths

– Default on BRMS is YES to Save Access Paths

• BEWARE!!– Prior to V5R3 Default for Saving Access Paths on

Save Commands is NO


Saving Access Paths - New Default for V5R3

• New Save Access Paths Default for Save Commands– *SYSVAL– New System Value QSAVACCPTH

• '1' Save Access Paths (Default)• '2' Do Not Save Access Paths

– Supported on SAVLIB, SAVOBJ, SAVCHGOBJ, SAVRSTLIB, SAVRSTOBJ, SAVRSTCHG

• *YES or *NO Still Valid Options



• Install Latest Backup/Recovery Group PTF– V4R1M0 - SF99073– V4R2M0 - SF99074– V4R3M0 - SF99075– V4R4M0 - SF99076– V4R5M0 - SF99077– V5R1M0 - SF99078 – V5R2M0 - SF99085– V5R3M0 - SF00185

• DSPDTAARA SFxxxxx for Dateof Group PTF (V5R1 or Prior)

• WRKPTFGRP SFxxxxx for Date of Group PTF (V5R2 or Higher)


Recovering with Alternate Installation Device

• Allows Setup of Alternate Installation Device for Alternate IPL• REQUIRED for FIBRE CHANNEL TAPE DEVICES! • Define Via Dedicated Service Tools (DST)

NOTE: Alternate Installation Device REQUIRES PID Install CD for Installs and

System Recoveries from Tape Media


Prevent Disasters During Test!

• During Install/Restore

– On RISC, Install Licensed Internal Code using option 2 - Install Licensed Internal Code and Initialize system (unless system pre-configured and instructed to select option 3 to Recover Configuration)

– Enter the Correct Date– Enter Correct System Time Zone (New for V5R3)



• System Values Settings Required Recovery – System value QALWOBJRST must be *ALL– System value QJOBMSGQFL must be *PRTWRAP– System value QVFYOBJRST must be 1 (V5R1 and higher)

• Security Sensitive System Value Changes Not Allowed– DST Option in V5R2 – Default is to Allow Changes– If Disallowed, Must Update in DST to Allow Changes During Recovery



• Recovering to a Different System (Different Serial Number)

– Must specify ALWOBJDIF(*ALL) on all RSTxxx Commands - MBROPT(*ALL) on RSTLIB Command

Note: ALWOBJDIF(*ALL) during System Recovery to a Different System Links Authorization Lists to the Objects

– Must specify SRM(*NONE) on RSTCFG command



• Security Issues During Recovery

– After Restore, Unsure of QSECOFR Password? Not sure if password has Expired?

• Change Password (CHGUSRPRF command) before signing off

– Know Other User IDs needed for Test



• Security Issues During Recovery

• Authorization lists securing objects in QSYS:

– Association between object and authorization list lost during restore because QSYS restored prior to user profiles

– Need program to produce a file of these objects and include file in the save (See An Implementation Guide for AS/400 Security and Auditing, for sample programs (ALLAUTL and FIXAUTL))



• Need only Critical Application Data restored?

– You MUST restore libraries QSYS2, QGPL and QUSRSYS

NOTE: Starting with V5R2 QSYS2 is part of *ALLUSRSaved with *IBM Save Previously

– SAVLIB/RSTLIB of *NONSYS or *ALLUSR in V5R3Saves and Restores QSYS2, QGPL and QUSRSYS First

• If you use journaling, the libraries containing the journals must be restored before restoring the journaled files



• If you have logical files whose based-on files are in a different library, you must restore all based-on files before you can restore the logical file

• Message CPF3204 "Cannot find object needed for file xxxx in xxx" During Recovery

– If RSTLIB(*NONSYS) Performed, Run the Following Command to Restore Logical Files

RSTLIB SAVLIB(*NONSYS) DEV(media-device-name) OPTION(*NEW) MBROPT(*ALL) ALWOBJDIF(*ALL)

– Otherwise, Run the Following Command for each Logical File that Needs to be Restored

RSTOBJ OBJ(logical-file-name) SAVLIB(library-name) DEV(media-device-name) OBJTYPE(*FILE) MBROPT(*ALL) ALWOBJDIF (*ALL)


How do I Get Started on a Disaster Recovery Plan?

• Appendix B - Backup and Recovery Book

• Example Disaster Recovery Plan


Rapid Recovery for iSeries and AS/400 Replication


. . .a Rapid Recovery feature that enables you to replicate your applications and data.

IBM Site

CustomerCustomer

Hotsite

iSeries and AS/400 Replication

• Can achieve recovery time objectives of minutes• Protects data to last replicated transaction


Customer Site

Customer(s)

You can replicate all or part of your system to a target system at either hotsite or one of your sites.

Or you can replicate all or part of your system to a partition on a target system at a hotsite.

This solution enables sharing of resources and achieves a new price point for replication.

Customer SiteHotsite or Customer Site

Customer Site(s)Hotsite

Partitioning

iSeries and AS/400 Replication Options


The Only Way to Ensure you have a Good Backup Strategy is to Test your Recovery!!!!

Remember.....Test Your Recovery!!!


© IBM Corporation 1994-2004. All rights reserved.References in this document to IBM products or services do not imply that IBM intends to make them available in every country.The following terms are trademarks of International Business Machines Corporation in the United States, other countries, or both:

AS/400 e-business on demand OS/400AS/400e IBM BRMSeServer IBM (logo) TSM

iSeries

Rational is a trademark of International Business Machines Corporation and Rational Software Corporation in the United States, other countries, or both.Java and all Java-based trademarks are trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the United States, other countries, or both. Intel, Intel Inside (logos), MMX and Pentium are trademarks of Intel Corporation in the United States, other countries, or both.UNIX is a registered trademark of The Open Group in the United States and other countries.SET and the SET Logo are trademarks owned by SET Secure Electronic Transaction LLC. Other company, product or service names may be trademarks or service marks of others.

Information is provided "AS IS" without warranty of any kind.

All customer examples described are presented as illustrations of how those customers have used IBM products and the results they may have achieved. Actual environmental costs and performance characteristics may vary by customer.

Information concerning non-IBM products was obtained from a supplier of these products, published announcement material, or other publicly available sources and does not constitute an endorsement of such products by IBM. Sources for non-IBM list prices and performance numbers are taken from publicly available information, including vendor announcements and vendor worldwide homepages. IBM has not tested these products and cannot confirm the accuracy of performance, capability, or any other claims related to non-IBM products. Questions on the capability of non-IBM products should be addressed to the supplier of those products.

All statements regarding IBM future direction and intent are subject to change or withdrawal without notice, and represent goals and objectives only. Contact your local IBM office or IBM authorized reseller for the full text of the specific Statement of Direction.

Some information addresses anticipated future capabilities. Such information is not intended as a definitive statement of a commitment to specific levels of performance, function or delivery schedules with respect to any future products. Such commitments are only made in IBM product announcements. The information is presented here to communicate IBM's current investment and development activities as a good faith effort to help with our customers' future planning.

Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon considerations such as the amount of multiprogramming in the user's job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve throughput or performance improvements equivalent to the ratios stated here.

Photographs shown are of engineering prototypes. Changes may be incorporated in production models.

Trademarks and Disclaimers