IBM Tivoli Storage Manager a Technical Introduction

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    Copyright IBM Corp. 2003. All rights reserved. ibm.com/redbooks 1

    Redbooks Paper

    IBM Tivoli Storage Manager:

    A Technical Introduction

    Introduction / Overview

    IBM Tivoli Storage Manager is one of the core products of the IBM Tivoli Storage

    Management product set. It provides a solution for distributed data and storage management

    in an enterprise network environment. IBM Tivoli Storage Manager supports a wide variety of

    platforms for mobile, small and large systems, and, together with complementary products,

    delivers many data management functions, including data protection for file and application

    data, record retention, space management, and disaster recovery.

    This paper gives a high-level technical introduction to IBM Tivoli Storage Manager. It positionsIBM Tivoli Storage Manager within the IBM Tivoli Storage Management solution and provides

    an overview of its architecture. It also describes the base concepts, the interfaces, and

    supported environments, recommends some design approaches, and shows IBM Tivoli

    Storage Managers interaction with other products in the IBM Tivoli Storage Management

    product set.

    The author of this redpaper

    Andy Wharton is an Accredited IT Specialist in the EMEA North Region Strategy and Design

    Authority. He is a Storage SubjectMatter Expert, specializing in backup and restore, and has

    been designing and implementing IBM Tivoli Storage Manager and ADSTAR DistributedStorage Manager solutions since 1995 for IBM internal, Strategic Outsourcing, and eBusiness

    Hosting. Andy is a previous author of Using ADSM to Back Up Databasesand was part of the

    team which set up the original ADSM Certification tests.

    Andy Wharton

    Roland Leins

    Charlotte Brooks

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    2 IBM Tivoli Storage Manager : A Technical Introduction

    Thanks to the following people for their invaluable contributions to this and the previous

    edition of this Redpaper:

    Roland Leins

    Storage Solution Sales, Central Europe and Emerging Markets

    Charlotte Brooks

    Yvonne LyonEmma Jacobs

    International Technical Support Organization, San Jose Center

    Freddy Saldana

    Tivoli Systems, San Jose

    Mike Pousson

    Tivoli Storage Management Marketing, San Jose

    Patrick Keyes

    EMEA North Region Strategy and Design Authority, UK

    Lionel RoquainStrategic Outsourcing Service Delivery France

    Stephen Wharton

    Storage Services, UK

    Chris Zaremba

    TDP Client Architect

    Betsy Colby

    Tivoli Storage Manager API Client Development

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    IBM Tivoli Storage Manager: A Technical Introduction 3

    The IBM Tivoli Storage Management solution

    In todays connected world, data has become the key asset of companies and one of its most

    important competitive differentiating factors. Temporary inaccessibility or the complete loss of

    data has a huge financial impact, and can drive companies out of business. The inability to

    manage data can have a negative impact on a companys profitability and can limit their ability

    to grow. Storing, protecting, and managing data growth are now among the major challengesof todays businesses.

    Today's storage management needs to go beyond traditional backup and recovery solutions.

    Data is the currency of today's e-business economy, and planning to store this data needs to

    encompass data reliability, solution scalability, disaster planning, and recovery. This will

    impact the overall infrastructure as well as individual mission-critical applications.

    For the latest Tivoli Storage News, go to the Tivoli Storage Management Web page:

    http://www.ibm.com/software/tivoli/solutions/storage

    Then click on the News and Events link on the left-hand side of the page.

    Figure 1 shows the structure of the IBM Tivoli Storage Management Solution and how it fitsinto the Tivoli Enterprise.

    IBM Tivoli Storage Management consists of five major solution components:

    Enterprise protection

    Application protection

    SAN management

    Storage resource management

    System backup and restore

    Figure 1 IBM Tivoli Storage Management and Tivoli Enterprise

    SystemB a c k u p &Restore

    StorageResource

    M an ag emen t

    TivoliEnterprise

    SANM an ag emen t

    ApplicationProtect ion

    EnterpriseProtect ion

    Tivol i StorageM a na ge m e nt

    AssetM a na ge m e nt

    OperationsM a na ge m e nt

    C ha ngeManagement

    SecurityM a na ge m e nt

    IT Service LevelM a na ge m e nt

    E-BusinessM a na ge m e nt

    http://www.ibm.com/software/tivoli/solutions/storagehttp://www.ibm.com/software/tivoli/solutions/storage
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    4 IBM Tivoli Storage Manager : A Technical Introduction

    Enterprise protection implements an enterprise-wide solution for data protection, disaster

    recovery, space management, and record retention. It covers all types of heterogeneous

    system platforms ranging from mobile systems up to large scale enterprise servers, and

    supports all types of storage resources, including locally attached as well as network or SAN

    attached storage. Flexible storage management policies support business needs and provide

    powerful automation features thus eliminating labor intensive and cost intensive manual

    storage management tasks.

    Strategic business applications are typically complex collections of interdependent

    components from both commercial and proprietary software, and span desktop, distributed,

    and mainframe computing environments. Application protection is concerned with the data

    availability, performance, and recoverability, and integrates the application data management

    into enterprise data protection.

    Storage Area Network (SAN) architectures add a new dimension to storage and data

    management by providing a separate, dedicated network to allow businesses of all sizes to

    provide access to and share data, regardless of operating systems. IBM Tivoli Storage Area

    Network Manager is a significant step towards helping customers cope with the explosive

    growth of information in the eBusiness age. SAN management is concerned with the efficient

    management of the Fibre Channel based SAN environment. Physical connectivity mapping,

    switch zoning, performance monitoring, and error monitoring are among the most important

    features.

    Given the growth in enterprise storage, there is a consequential increase in the number of

    devices and logical units that would benefit from central management. IBM Tivoli Storage

    Resource Manager provides logical management, reporting, and predictive capacity planning

    for these storage resources in order to ensure that the enterprise makes the best possible

    use of the resources that it owns. IBM Tivoli Storage Resource Manager for Databases

    provides the added capability to monitor and manage storage usage within various database

    products again, with the objective of efficiently managing the available storage resources.

    IBM Tivoli Storage Resource Manager for Chargeback uses the information gathered by IBM

    Tivoli Storage Resource Manager and IBM Tivoli Storage Resource Manager for Databases

    to calculate chargeback information and generate invoices for storage usage.

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    IBM Tivoli Storage Manager: A Technical Introduction 5

    IBM Tivoli Storage Manager

    IBM Tivoli Storage Manager is the core product of the IBM Tivoli Storage Management

    product set. It provides a solution for distributed data and storage management in an

    enterprise network environment. IBM Tivoli Storage Manager protects and manages data

    from more than 30 operating platforms, covering mobile, desktop, and server systems over

    the entire distributed world. It supports hundreds of storage devices (including disk, tape, andoptical) as well as LAN, WAN and SAN infrastructures.

    These are the base functions provided by IBM Tivoli Storage Manager and its complementary

    products:

    Data protection, including:

    Operational backup and restore of data: The backup process creates a copy of the data

    to protect against the operational loss or destruction of file or application data. The

    customer defines how often to back up (frequency) and how many numbers of copies

    (versions) to hold.

    The restore process places the backup copy of the data back into a customer-designated

    system or workstation.

    Disaster recovery: All activities required to organize, manage, and automate the

    recovery process from a major loss of IT infrastructure and data across the enterprise.

    This includes processes to move data offsite into a secure vault location, to rebuild IT

    infrastructure, and to reload data successfully in an acceptable time frame.

    Data resource management, including:

    Vital record retention, archive and retrieval: The archive process creates a copy of a

    file or a set of files representing an end point of a process for long term storage. Files can

    remain on the local storage media or can be deleted. The customer controls how long

    (via the retention period) an archive copy is to be retained.

    The retrieval process locates the copies within the archival storage and places them back

    into a customer-designated system or workstation. Space management (or hierarchical storage management): This process provides the

    automatic and transparent movement of operational data from the user system disk space

    to a central storage repository. If the user accesses this data, it is dynamically and

    transparently restored to the client storage.

    The solution is network based, which means that these functions are available to the whole

    network environment. All the functions can be automated to run in a 24X7 lights-out

    environment. Administration costs are minimized by centralization of all of the management of

    IBM Tivoli Storage Manager components.

    IBM Tivoli Storage Manager architectureGood backup and restore requires thought! This statement may seem obvious, but there is a

    big difference between solutions implemented well, with careful thought and effective testing,

    and solutions implemented as an afterthought with little or no planning and with no testing. It

    is an unfortunate fact that many people only discover that their backup processes are

    inadequate when they need to restore data.

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    6 IBM Tivoli Storage Manager : A Technical Introduction

    Backup design

    Any backup and restore tool is only as good as its implementation. Cars are extremely safe as

    long as no-one crashes them, but people still manage to do so. Many storage tools are

    designed to provide excellent backup capability, but the key to making them work effectively

    relies on a good understanding of what data needs to be restored, and when, including the

    testing of that restore, thus ensuring that the tools have been implemented in the right way.

    IBM Tivoli Storage Manager is designed with restore in mind. Its functions and features do

    provide an efficient and easy to use backup capability and will manage data storage, but the

    primary objective is to be able to restore data when needed, since that is the only real reason

    to take a backup.

    Typical key factors for restore are:

    What data would I need to restore?

    When might I need to restore it?

    In what time scale would I need to restore (recovery time objective)?

    How much data can I afford to lose (recovery point objective)?

    What type of data is it files, databases, raw volumes?

    What post processing will be needed to make the data usable?

    Perhaps this is an obvious statement, but the most important factor when thinking about

    restore is to obtain clear and well described requirements. This is easy to say, but how often

    have people said I want to back up everything and keep it forever? This is both unhelpful and

    potentially extremely expensive. Any backup, as for many aspects of IT, will be a compromise

    between speed of recovery and cost of solution. Almost any volume of data can be restored

    quickly provided that the backup was taken in the correct way and that appropriate equipment

    is available; however, would such a solution be cost justified?

    Backup designers should also be wary of mixed backup and archive requirements. A very

    common request is for weekly, monthly, and yearly backups to be taken, with appropriate

    retention periods. The restore requirements for these backups are different: the first (weekly)

    are typically for operational recovery, as described above; while the monthly and yearlybackups are more likely to be for audit requirements and are, therefore, archives, not

    backups. Different processes may be required to meet all these requirements and the data to

    which they apply may also be different for example, why retain operating system files for 7

    years? For this reason, requirements like these should be separated.

    IBM Tivoli Storage Manager overview

    IBM Tivoli Storage Manager is implemented as a client server software application, consisting

    of a IBM Tivoli Storage Manager server software component, IBM Tivoli Storage Manager

    Backup/Archive client, the IBM Tivoli Storage Manager storage agent, and other

    complementary Tivoli and vendor software products. Figure 2 shows the main components of

    IBM Tivoli Storage Manager.

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    IBM Tivoli Storage Manager: A Technical Introduction 7

    Figure 2 IBM Tivoli Storage Manager architecture

    The IBM Tivoli Storage Manager serverprovides a secure environment, including automation,

    reporting and monitoring functions, for the storage of client data. It also provides the storage

    management policies and maintains all object inventory information to allow it to manage this

    data in the most effective way. The IBM Tivoli Storage Manager Backup/Archive client,

    IBM Tivoli Storage Manager storage agent, and complementary products implement data

    management functions such as data backup and recovery, archival, space management, or

    disaster recovery.

    The client software can run on different systems, including laptop computers, PCs,

    workstations, or server systems. The client and server software can also be installed on the

    same system for a local backup solution. The storage agent software in conjunction with the

    server software enables the implementation of LAN-free backup solutions exploiting the SAN

    infrastructure. It is also possible to define server hierarchies or multiple peer-to-peer servers

    in order to provide a multi-layer storage management solution or an electronic vaulting

    solution.

    IBM TivoliStorageManagerServers

    Storage Area Network

    Local Area Network

    ITSM Managed Storage

    ITSM ManagedStorage

    Client Servers/Applications

    AdministrationClient

    Local

    Remote

    DB

    DB

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    8 IBM Tivoli Storage Manager: A Technical Introduction

    IBM Tivoli Storage Manager server

    One of the principal architectural components of the IBM Tivoli Storage Manager server is its

    in-built relational database. The Tivoli Storage Manager database was especially designed for

    the task of managing data, and it implements zero-touch administration. All policy information,

    logging, authentication and security, media management and object inventory is managed

    through this database. Most of the fields are externalized through Tivoli Storage Manager

    high level administration commands, SQL SELECT statements or for reporting purposes, byusing an ODBC driver. Obviously, this database is fully protected with software mirroring,

    roll-forward capability and with its own management and online backup and restore functions.

    For storing the managed data, the Tivoli Storage Manager server manages a storage

    repository. The storage repository can be implemented using any combination of supported

    media magnetic or optical disk, tape, and robotic storage devices, which are locally

    connected to the server system or which are accessible through a SAN. To exploit SAN

    technology, the Tivoli Storage Manager server has features implemented to dynamically

    share SAN connected automated tape library systems among multiple Tivoli Storage

    Manager servers, as well as provide (as an option), LAN-free and server-free backup.

    The Tivoli Storage Manager server provides built-in device drivers for more than 300 different

    device types from every major manufacturer. It is also able to utilize operating system devicedrivers and external library manager software such as the Windows 2000 Removable Storage

    Manager (RSM).

    Within the storage repository the devices can operate stand-alone or can be linked together

    to form one or more storage hierarchies. The storage hierarchyis not limited in the number of

    levels and can also span over multiple servers using so-called virtual volumes. See Storage

    and device concepts on page 19 for storage management functions available for the storage

    repository.

    IBM Tivoli Storage Manager Backup/Archive client

    Data is sent to the IBM Tivoli Storage Manager server using the IBM Tivoli Storage ManagerBackup/Archive client and complementary Tivoli and non-IBM/Tivoli products. These

    products work together with the Tivoli Storage Manager server base product to ensure that

    the data you need to store is managed as defined.The Tivoli Storage Manager

    Backup/Archive client, included with the server, provides the operational backup and archival

    function. The client implements the patented progressive backup methodology, adaptive

    sub-file backup technologyand unique record retention methods, as described in Backup

    and archival concepts on page 15.

    The Backup/Archive clients are implemented as multi-session clients, which means that they

    are able to exploit the multi-threading capabilities of modern operating systems. This enables

    the running of backup and archive operations in parallel to maximize the throughput to the

    server system.

    Depending on the client platform, the Backup/Archive client may provide a graphical,

    command line or Web user interface (see Figure 3).

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    IBM Tivoli Storage Manager: A Technical Introduction 9

    Figure 3 Backup/Archive client user interfaces

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    10 IBM Tivoli Storage Manager: A Technical Introduction

    Many platforms provide all three interfaces. The command line interface is useful for

    experienced users and allows generation of backup or restore scripts for scheduled

    execution. The graphical interface is designed for ease of use for the end user for ad hoc

    backups and restores. The Web client is especially useful for those clients, such as NetWare,

    where no native GUI is available, or for performing remote backup/restore operations, for

    example in a helpdesk environment.

    Some clients (including some UNIX variants and Microsoft platforms) use a new plug-in

    architecture to implement an image backup feature for raw device backup. This allows you to

    back up and recover data stored in raw (that is, not a filesystem) volumes. It also provides an

    additional method to make point-in-time backups of entire filesystems as single objects

    (image backup) and recover them in conjunction with data backed up by using the

    progressive backup methodology.

    IBM Tivoli Storage Manager storage agent

    The IBM Tivoli Storage Manager storage agent supports LAN-free backup solutions using a

    SAN infrastructure. The storage agent dynamically shares SAN connected tape libraries and

    disks with the Tivoli Storage Manager server, and it has the ability to write and read client

    data directly to and from server-owned storage media.

    The storage agent receives data objects via the Tivoli Storage Manager API (as discussed in

    IBM Tivoli Storage Manager externalized interfaces on page 12) and communicates with the

    Tivoli Storage Manager server over the LAN using TCP/IP to exchange control information

    and meta-data about the objects being backed up. The data movement itself utilizes the

    LAN-free path over the SAN to write directly to the storage media. Thus the data movement is

    removed from both the LAN and the Tivoli Storage Manager server processor for potentially

    greater scalability.

    The storage agent is available for selected Backup/Archive clients as well as for backing up

    popular databases and applications such as MS SQL-Server, MS Exchange, Oracle, DB2,

    R/3 and Lotus Domino.

    Server-free data movement

    IBM Tivoli Storage Manager allows clients to directly back up and restore filesystem images

    between disk storage and tape devices accessible over a SAN. This server-free data

    movement is handled on behalf of the Tivoli Storage Manager server by an outboard data

    mover, such as the IBM SAN Data Gateway. The data mover must be able to execute the

    SCSI-3 extended copy command. Server-free data movers must have addressability to all the

    devices involved, which include disk and tape drives. The devices may be attached to the

    SAN through either direct Fibre-Attach or SCSI devices connected to a data mover.

    Server-free data movement is supported for Windows platforms (server and client) at the time

    of writing.

    Unlike traditional LAN and LAN-free backups and restores, neither the Tivoli StorageManager server or client is in the data path. Instead, the data mover handles and moves the

    data for backup and restore. In this way, backup and restore operations do not require

    resources from client or server processors or from the LAN. Because it will not be copying

    data, the Tivoli Storage Manager server can potentially handle more concurrent client

    connections and server operations. In addition, the Tivoli Storage Manager client, since it

    does not have to read and send data to the server, can handle a greater application load.

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    IBM Tivoli Storage Manager: A Technical Introduction 11

    IBM Tivoli Storage Manager administration

    For the central administration of one or more server instances, IBM Tivoli Storage Manager

    provides command line or java-based administration interfaces (see Figure 4), also called

    administration clients.

    Figure 4 IBM Tivoli Storage Manager administration interfaces

    Using the unique enterprise administrationfeature it is possible to configure, monitor and

    manage all server and client instances from one administrative interface, known as the

    enterprise console. It includes:

    Enterprise configuration

    Administrative command routing

    Central event logging functions

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    12 IBM Tivoli Storage Manager: A Technical Introduction

    The enterprise configuration allows Tivoli Storage Manager server configurations to be

    defined centrally by an administrator and then propagated to other servers. This significantly

    simplifies the configuration and management of multiple servers in an enterprise.

    Administrative command routing allows administrators to issue commands from one Tivoli

    Storage Manager server and route them to other target servers. The commands are executed

    on the target servers, and the command output is returned and formatted on the server where

    the command was issued.

    In an enterprise environment with multiple Tivoli Storage Manager servers, client and server

    events can be logged to a central management server through server-to-server

    communications, thereby enabling centralized event management and automation.

    IBM Tivoli Storage Manager externalized interfaces

    IBM Tivoli Storage Manager provides a data management Application Programming Interface

    (API), which can be used to implement application clientsto integrate popular business

    applications, such as databases or groupware applications. The API also adheres to an open

    standard (XBSA) and is published to allow customers or vendors to implement specialized or

    custom clients for particular data management needs or non-standard computingenvironments. In general, we distinguish between IBM Tivoli Storage Manager products for

    Applicationssoftware products and the API exploitation through vendor applications.

    The IBM Tivoli Storage Manager products are separate program products delivered by IBM to

    connect business applications, via the Tivoli Storage Manager API to the server. These

    products are IBM Tivoli Storage Manager for Databases, Mail, ERP, Hardware, and

    Application servers. Applications such as Oracle, Lotus Notes and Domino, Microsoft

    Exchange, and Microsoft SQL server, provide their own backup and restore or storage

    management tools. IBM Tivoli Data Protection product strategy is to interface to these tools to

    provide backup and restore facilities and functions for these applications. Tivoli Data

    Protection program products can also exploit the special features of IBM's Enterprise Storage

    Server within an IBM Tivoli Storage Manager based storage management solution. For more

    information, see Additional application and hardware support on page 30.

    Alternatively, some vendor applications exploit the Tivoli Storage Manager data management

    API by integrating it into their software product itself to implement new data management

    functions, or to provide backup and archival functionality on additional system platforms.

    Some examples are IBM CommonStore for R/3, Lotus Domino, and Microsoft Exchange data

    archival, IBM BRMS/400 to provide an AS/400 backup solution, and SSSI Archive Backup

    Client for OpenVMS data backup and recovery. IBM's DB2/UDB also works with a direct

    connection to the IBM Tivoli Storage Manager API. Non-IBM/Tivoli products such as Veritas

    Backup Exec also can use the API to manage backup data with an IBM Tivoli Storage

    Manager server.

    In addition to the externalized interfaces to the server database as described in IBM Tivoli

    Storage Manager server on page 8, IBM Tivoli Storage Manager offers multiple interfaces forevent logging, reporting and monitoring the data management environment. All of the

    activities of the Tivoli Storage Manager server and client are logged in the server database,

    and they can also be sent for reporting and monitoring purposes to external event receivers

    using the event filtermechanism. Potential event receivers are the Tivoli Enterprise

    framework, SNMP based systems management software packages (such as IBM Tivoli

    NetView), the Windows event log, and user written applications.

    To integrate IBM Tivoli Storage Manager storage management with external library

    management applications, IBM Tivoli Storage Manager offers an external library manager

    interface. Using this interface, it is possible to integrate the Tivoli Storage Manager server into

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    IBM Tivoli Storage Manager: A Technical Introduction 13

    third-party storage management environments. One example of this is for sharing STK tape

    libraries using the ACSLS program. You can dynamically share tape drives installed in STK

    libraries between multiple Tivoli Storage Manager servers using the EDT-DistribuTAPE

    software from Gresham software. More information on this product is available at the Web

    site:

    http://www.greshamstorage.com/storage/products/distributape.html

    IBM Tivoli Storage Manager supported environments

    IBM Tivoli Storage Manager server and client software is available on many different

    operating system platforms and can exploit different communication protocols. Figure 5

    summarizes the supported environments at the time of writing.

    Figure 5 IBM Tivoli Storage Manager supported environments

    The IBM Tivoli Storage Manager server is available on a wide range of major operating

    systems. Table 1 shows the current list of server platforms, including versions for Tivoli

    Storage Manager servers. Check the IBM Software Support Web site for the most up-to-date

    information on supported levels and fixes.

    http://www-3.ibm.com/software/sysmgmt/products/support/IBMTivoliStorageManager.html

    Note that for brevity, only the operating systems supported at the latest Tivoli Storage

    Manager server level (5.2 at the time of writing, exceptions where specifically noted) are

    shown in this table. Many earlier OS levels are also supported with earlier server levels.

    Check the Web site for details.

    Table 1 IBM Tivoli Storage Manager most recent server platforms

    Server platforms Operating system level Server version

    AIX 5.1 or 5.2 5.2

    HP-UX 11.0 or 11.11 (11i) 5.2

    LINUXRed Hat

    SuSETurboLinux

    SILICONGRAPHICS

    IRIX

    NUMA-QDYNIX/PTX

    BULLDPX/2300B.O.S.DPX/20

    APPLEMacintosh

    DIGITALOpenVMS(SSSI)Tru64

    HEWLETT-PACKARD

    HP-UX

    MICROSOFTWindows 98Windows MEWindows XPWindows NT Server/WSWindows 2000Windows 2003

    NOVELLNetWare

    SUNSolarisSunOS

    Tape

    Disk

    Storage Hierarchy

    Optical

    z/VM

    Linux

    OS/400

    z/OS

    Solaris

    HP-UX

    AIX

    Windows2000/2003

    Tivoi StorageManagerServers

    DB2

    INFORMIX

    LOTUSDOMINO

    MICROSOFTExchangeServerSQL Server

    ORACLE

    SAPR/3 SYBASE

    (BMC)

    NASNDMP

    ITSM for Mail

    Lotus Notes on AIX

    Lotus Notes on Windows NT

    Domino on AIX

    Domino on Windows NT

    Microsoft Exchange Server

    ITSM for Databases

    Microsoft SQL Server

    Oracle Backup on AIX

    Oracle Backup on HP-UX

    Oracle Backup on Sun Solaris

    Informix

    IBM DB2 (included in DB2)

    ITSM for ERP

    Backup Restore Interface (BACKINT)for Oracle

    IBM CommonStore

    Support for Informix, MS SQL Server,DB2

    AIXAS/400Linux zSeriesOpenEdition MVSzOSLinux pSeriesLinux iSeries

    IBM

    Tivoli Storage Manager Client Platforms

    Supported Networks

    APPC

    IPX/SPX

    Named Pipes

    Shared Memory

    TCP/IP3270 Emulation

    ITSM for Hardware

    IBM ESS

    ITSM for Application Servers

    Websphere Application Server

    WebSphereApplication

    Server

    IBM ESSDB2DB2/R3withFlashCopy

    NUMA-QDYNIX/PTX

    TANDEMGuardian(ETI)

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    14 IBM Tivoli Storage Manager: A Technical Introduction

    Table 2 and Table 3 provide an overview of all available clients at the time of publishing this

    paper. Other operating system clients may be updated in the future. Check the product

    information on the IBM Tivoli Storage Manager home page for the latest complete client

    availability information:

    http://www.tivoli.com/products/index/storage_mgr/

    There are several variations of UNIX clients. Table 2 details the UNIX clients and the

    operating system levels that are supported. Note that for brevity, only the operating systems

    supported at the latest Tivoli Storage Manager server level (5.2 at the time of writing,

    exceptions where specifically noted) are shown in this table. Many earlier OS levels are also

    supported with earlier server levels. Check the Web site for details.

    Table 2 UNIX clients

    z/OS, OS/390 OS/390 V2R10or later

    z/OS V1R1+

    5.2

    Sun Solaris 8, or 9 5.2

    Windows Windows 2000 Pro, Server,Advanced, DataCenter (all

    service packs)Windows 2003 Standard,

    Enterprise, Datacenter

    5.2

    Linux x86 Red Hat Advanced Server2.1SuSE 7, 8, 8

    5.2

    Linux zSeries SuSE Enterprise Server 8for zSeries

    5.2

    Linux pSeries SuSE 8.0 5.2

    OS/400 PASE V5R1 or V5R2 with PASEoption (33) 5.2

    VM/ESA and z/VM z/VM V3R1, V4R2 or later 5.2, running at V3.1.2 server

    level

    Client platforms Version Operating system

    AIX 5.2 5.1 or 5.2 (including HSM)

    HP-UX 5.2 11.0 or 11.1 (11i)

    Sun Solaris 5.2 7, 8, or 9 (including HSM)

    Linux x86 5.2 Red Hat 7.2, 7.3, 8, and Advanced

    Server 2.1SuSE 7.3, 8, 8.1 and SLES 7,8

    TurboLinux 7.5 ,8.0

    OS/390 UNIX System Services 5.2 z/OS V1R1 or higherOS/390 V2R8 or higher

    Linuz zSeries and OS/390 5.2 SuSE Enterprise Server 7 and 8 forS/390 and zSeries

    Linux pSeries/iSeries 5.2 SuSE 8.0

    Server platforms Operating system level Server version

    http://www.tivoli.com/products/index/storage_mgr/http://www.tivoli.com/products/index/storage_mgr/
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    IBM Tivoli Storage Manager: A Technical Introduction 15

    Table 3 gives the PC and other operating systems (non-UNIX) that are supported as clients.

    Note that for brevity, only the operating systems supported at the latest Tivoli Storage

    Manager server level (5.2 at the time of writing, exceptions where specifically noted) are

    shown in this table. Many earlier OS levels are also supported with earlier server levels.

    Check the Web site for details.

    Table 3 PC and other clients

    Base concepts

    This section gives a high level introduction to the base data and storage management

    paradigms used by IBM Tivoli Storage Manager to implement its functionality. We will cover

    data protection or backup, record retention or archival, storage management, policy, and

    security.

    Backup and archival concepts

    Backup, in IBM Tivoli Storage Manager terms, means the creation of an additional copy of a

    data object to be used for operational recovery. As already mentioned, the selection of data

    objects to be backed-up needs to be done carefully to ensure that, when restored, the data is

    still usable. A data object can be a file, a part of a file, a directory or a user defined data object

    like a database table. The backup version of this data object is stored separately in the IBM

    Tivoli Storage Manager server storage repository. Potentially, you can make several backup

    versions of the data, each version at a different point-in-time. These versions are closely tied

    together and related to the original object as a group of backups, and Tivoli Storage Manager

    manages the retention of these objects in a consistent way.

    If the original data object is corrupted or lost on the client system, restoreis the process of

    sending a backup version of the data from the server back to the client. Typically, the most

    current version of the data is normally restored, so Tivoli Storage Manager selects this as the

    default, but you can choose to restore from any of the existing backup versions. The number

    and retention period of backup versions is controlled by server policy definitions. Old (extra)

    Tru64 UNIX 5.2 (at 5.1

    functionallevel)

    5.1A

    SGI IRIX 5.2 (at 5.1

    functionallevel)

    6.5

    IBM NUMA-Q (formerly Sequent) 4.2 IBM NUMA-Q PTX Version 4.5.2

    PC Clients Platforms Version Operating Systems

    Novell NetWare 5.2 5.1 or 6 (with current Novell patches)

    Microsoft Windows (Intel) 5.2 Windows NT 4.0 with SP5 or SP6a

    Windows XPWindows 2000 Pro, Server, Advanced,

    DataCenter (all service packs)Windows 2003

    Apple Macintosh 5.2 Macintosh OS X, V10.1.5 +

    OS/400 3.1.2 V4R4, V4R5 - via BRMS API client

    Client platforms Version Operating system

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    16 IBM Tivoli Storage Manager: A Technical Introduction

    backup versions are automatically deleted as new versions are created, if the number of

    versions stored exceeds the defined limit, or may be deleted after a certain period of time.

    Figure 6 shows how policy definitions work with Tivoli Storage Manager. In this case, we have

    specified to keep a maximum of 6 backup versions of a particular file. The files is backed up

    via normal daily backup operations each day that it changes. The most recently backed up file

    version is designated the active backup. All other versions are inactive backups. Tivoli

    Storage Manager automatically deletes inactive backups when the total number of backup

    versions stored exceeds the policy limit. In this case, on day 8, the oldest inactive file version

    (which is actually the file as backed up on day 1) is expired so that at all times, a maximum of

    6 backup versions is retained. Tivoli Storage Manager policy definitions also include these

    parameters separately for files which are deleted from the client.

    Figure 6 IBM Tivoli Storage Manager sample policy

    For file level based backup, the main difference from many other backup applications is that

    Tivoli Storage Manager uses the progressive backup methodology. As shown in Figure 7,

    after the first complete backup,IBM Tivoli Storage Manager then operates with incremental

    backups only. As a consequence, only those files that are new or that have changed since the

    last backup will be backed up.

    IBM Tivoli Storage Manager's file level progressive backup methodology, in comparison with

    other methods like Full+Incremental or Full+Differential backup schemes, significantly

    reduces the amount of data being copied and managed, and prevents unnecessary backups

    of unchanged data to reduce and consolidate the recovery tape-set. As a result, IBM Tivoli

    Storage Manager offers faster recovery by not restoring multiple versions of the same file,

    only the data that is actually needed.

    Sample Policy:

    Retain 5 extra copies plus most recent backup

    File changes

    1 2 3 4 5 6 7 8

    Active Copyie Last backup

    Inactive Copyie previous backups

    Day

    Version Deletedie expired backup

    5

    4

    3

    2

    1

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    IBM Tivoli Storage Manager: A Technical Introduction 17

    Figure 7 Progressive Backup Methodology vs. other backup schemes

    The reorganization of the physical storage media to store each clients data physically

    together on a small number of media in order to provide faster access in the case of a

    complete system recovery is done transparently to the client, and is completely automated

    on the server using data meta information stored in the server database.

    IBM Tivoli Storage Managers adaptive sub-file backup technologyimplements anotherpowerful method to further reduce the amount of data transferred from the client to the server

    system. This method enables the backup-archive client (Web client, command line, and GUI)

    to back up only the changed portion of a file, either on a byte or block level, instead of

    transferring the whole file to the server every time.This feature helps to overcome bandwidth

    limitations of the network link, especially for mobile or remote client systems. Figure 8 shows

    how this feature works.

    ITSM

    Progressive Backup Methodology

    10GB

    1GB

    1GB

    1GB

    1GB

    1GB

    1GB

    Standard

    Incremental

    10GB

    1GB

    1GB

    10GB

    1GB

    1GB

    10GB

    Total 16GB Total 34GB

    Standard

    Differential

    10GB

    1GB

    2GB

    10GB

    1GB

    2GB

    10GB

    Total 36GB

    Day 1

    Day 2

    Day 3

    Day 4

    Day 5

    Day 6

    Day 7

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    18 IBM Tivoli Storage Manager: A Technical Introduction

    Figure 8 Adaptive sub-file backup

    At any point in time, IBM Tivoli Storage Manager allows the creation of a complete set of

    client files (backup set) on the server system using the most recent backup versions stored in

    the server storage repository. Backup sets, as shown in Figure 9, can be used to retain a

    snapshot of all client files for a longer period of time (Instant Archive) or for LAN-free recovery

    of a client system by copying this backup set onto portable media and restoring them locally

    (Rapid Recovery).

    +

    + +

    + + +

    Sub Files

    Client Machine Master File

    Only change bytes or blocks are sent.

    Restore requires master file plus sub-files.

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    IBM Tivoli Storage Manager: A Technical Introduction 19

    Figure 9 Tivoli Storage Manager Backup set

    Archivewith IBM Tivoli Storage Manager means creating a copy of a file as a separate object

    in the storage repository to be retained for a specific period of time. Typically you would use

    this function to create an additional copy of data to be saved for historical purposes, and

    therefore, special consideration should be given to ensure that the data format is not

    dependent on anything. Vital records (data that must be kept for legal or other business

    reasons) are likely candidates for the archive process. You can specify to delete the original

    copy of the data on the source system once the archive copy is created on the server. In thisway, you can use archiveto make additional space available on the Tivoli Storage Manager

    client system. However, archiveshould not be thought of as a complete space management

    function, because transparent automatic recall is not available.

    You can gain access to archived data by using retrieveto return it to the Backup/Archive

    client. To locate the archived data within the storage repository, Tivoli Storage Manager allows

    you to add a description to the data and to form archive packagesof related files. You can

    then use this description field to search the server database for matching packages, to

    determine which data to retrieve.

    Therefore, the difference between backupand archiveis that backup creates and controls

    multiple backup versions that are directly attached to the original client file; whereas archive

    creates an additional stored object that is normally kept for a specific period of time, as in thecase of vital records.

    Storage and device concepts

    All IBM Tivoli Storage Manager-managed client data is stored in the IBM Tivoli Storage

    Manager storage repository, which consists of pools of like storage devices, such as disk,

    tape, or optical devices. The storage repository is controlled by the server, which uses its own

    model of storage to view, classify, and control these storage devices, and to implement the

    storage management functionality (see Figure 10).

    Backup Set

    Snap shot of active backed up files from one client

    Stored and managed as a single object via volumehistory

    On specific media or server storage (but not within astorage pool)

    Granularity is file space level

    It is not a file system image

    End Userclient

    Storage Pool

    I

    I

    QIC-5010 Data CartridgeIBM

    AA AA

    AA

    Backup Set

    tsm> generate backupset

    AA

    AA

    AA

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    20 IBM Tivoli Storage Manager: A Technical Introduction

    Figure 10 IBM Tivoli Storage Manager storage management concept

    The main difference between the storage management approach of IBM Tivoli Storage

    Manager and other commonly used systems is that IBM Tivoli Storage Manager storage

    management concentrates on managing data objectsas they exist in the storage pools,

    rather than just the backup tapes as a whole. Data objects can be sub-file components, files,

    directories or raw logical volumes that are backed up from the client systems; they can be

    objects like tables or records from database applications, or simply a block of data that a

    client system wants to store on the server storage. Each object has an associated

    management policy bound to it which defines what IBM Tivoli Storage Manager does withthat object.

    To store these data objects on storage devices and to implement storage management

    functions, IBM Tivoli Storage Manager uses logical definitions to classify the available

    physical storage resources. Most important is the logical entity called a storage pool which

    describes a storage resource for one single type of media; for example, a disk partition or a

    set of tape cartridges. Storage pools are the place where data objects are stored.

    A storage pool is built up from one or more storage pool volumes. For example, in the case of

    a tape storage pool, this would be a single physical tape cartridge. To describe how IBM Tivoli

    Storage Manager can access those physical volumes to place the data objects on them, IBM

    Tivoli Storage Manager uses a logical entity called a device class. A device class is

    connected to a storage pool and specifies how the server gains access to volumes of thisstorage pool.

    IBM Tivoli Storage Manager organizes storage pools in one or more hierarchical structures.

    This storage hierarchycan span over multiple server instances and is used to implement

    management functions to migratedata objects, automatically and transparently to the client,

    from one storage hierarchy level to another; or in other words, from one storage device to

    another. This function may be used, for example, to store backup data (for performance

    reasons) onto an IBM Tivoli Storage Manager server disk space before moving the data to

    tape cartridges. The actual location of all data objects at all times is automatically tracked

    within the server database.

    Migrate

    Storage Pool

    Storage Pool

    Storage Pool

    Copy

    Storage Hierarchy

    Storage Repository

    WAN, LAN, SAN

    TSM Server

    TSM Client

    Data Objects

    Storage PoolVolume

    Relocate

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    22 IBM Tivoli Storage Manager: A Technical Introduction

    Figure 12 Tivoli Storage Manager copy storage pools

    Policy concepts

    A data storage management environment consists of three basic types of resources: client

    systems, rules, and data. The client systems contain the data to be managed, and the rules

    specify how the management must occur; for example, in the case of backup, how many

    versions should be kept, where they should be stored, and so on.

    IBM Tivoli Storage Manager policies define the relationships between these three resources.

    Figure 13 illustrates this policy relationship. Depending on your actual needs for managing

    your enterprise data, these policies can be very simple or very complex.

    ABC

    CB

    CB

    A

    C B AABC

    CB

    CB

    A

    C B A

    A

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    IBM Tivoli Storage Manager: A Technical Introduction 23

    Figure 13 Tivoli Storage Manager policy relationships and resources

    IBM Tivoli Storage Manager has certain logical entities that group and organize the storage

    resources and define relationships between them. Client systems, or nodesin Tivoli Storage

    Manager terminology, are grouped together with other nodes with common storage

    management requirements, into a Policy Domain.

    The Policy Domain contains a logical structure called a Policy Set. A Policy Set contains andhelps to manage a collection of storage management rules for different storage management

    activities. The rules are stored, within the Policy Set, in one or more Management Classes. A

    Management Class contains the rule descriptions (actually stored in entities called Copy

    Groups), which are linked to the stored data objects. The rules are really just a set of storage

    management parameters, such as number of stored copies, retention period, storage media,

    and so on. When a data object is linked to particular rules, it is said to be bound to the

    management class that contains those rules.

    Another way to look at the components that make up a policy is to consider them in the

    hierarchical fashion in which they are defined. Consider the policy domain at the top,

    containing at least one policy set which contains many management classes. Themanagement classes contain the copy groups and the storage management parameters and

    it is the management classes that the Tivoli Storage Manager client can use to select how

    particular data objects are to be stored.

    Policy DomainPolicy Domain

    Client Nodes

    Policy Set

    Mgmt Class (default)

    Backup, Archive and HSMData Management Rules

    Mgmt Class

    Mgmt Class

    Data

    Backup, Archive and HSMData Management Rules

    Backup, Archive and HSMData Management Rules

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    24 IBM Tivoli Storage Manager: A Technical Introduction

    A Policy Domain contains:

    One Active Policy Set, which contains:

    One default Management Class, which contains:

    Some HSM Definitions

    A Backup Copy Group, specifying:

    - Where to store data objects

    - How many versions to store

    - How long to store them

    An Archive Copy Group, specifying:

    - Where to store data objects

    - How long to store them

    Many other Management Classes, each containing:

    Some HSM Definitions

    A Backup Copy Group

    An Archive Copy Group

    A good practice, when designing a Tivoli Storage Manager backup policy, is to consider using

    eitherthe number of versions orthe retention period. As mentioned above, Tivoli Storage

    Managers backups are expired based on whichever parameter is matched first (versions ortime) so, in order to achieve a consistent restore capability (that is, restore to one of X

    previous versions orrestore to any point of backup within Y days) think carefully about thevalues you use.

    Security concepts

    The storage repository of IBM Tivoli Storage Manager is the place where all the data of an

    enterprise is stored and managed. Clearly therefore, security is a key aspect of Tivoli Storage

    Manager. To ensure that only the owning cl ient or an authorized party can gain access to data

    objects, Tivoli Storage Manager implements, for authentication purposes, a mutual suspicionalgorithm, which is similar to the methods used by Kerberos authentication.

    Whenever a client (backup/archive or administrative) communicates with the server, an

    authentication has to take place. This authentication contains both-sidesverification, which

    means that the client has to authenticate itself to the server, and the server has to

    authenticate itself to the client before any data objects are exchanged.

    To do this, all clients have a password and a userid, which is stored at the server side as well

    as at the client side. In the authentication dialog these passwords are used to encrypt the

    communication. The passwords are not sent over the network, to prevent hackers from

    intercepting them, and a new key is used for each encryption. A communication session will

    be established only if both sides are able to decrypt the dialog. If the communication has

    ended, or if a timeout period without activity is passed, the session will be automatically

    terminated and a new authentication will be necessary.

    In mobile computing environments, files are often sent to the Tivoli Storage Manager server

    system using a modem connection, and so they are exposed to the security hazards of public

    telephone lines. The Backup/Archive client optionally provides (in addition to the end-point

    security concept outlined above) a data encryption function, which allows for encrypting data

    before it is sent to the server, and which protects the data while it is being transferred to the

    server and also while it resides in the storage repository.

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    IBM Tivoli Storage Manager: A Technical Introduction 25

    IBM Tivoli Storage Manager complementary products

    IBM Tivoli Storage Manager complementary products use the Tivoli Storage Manager server

    as a backbone product to implement additional data and storage management functions. In

    the following section we introduce IBM Tivoli Space Manager for hierarchical space

    management, IBM Tivoli Disaster Recovery Manager as an enterprise-wide solution for

    disaster recovery, and IBM Tivoli Decision Support for Storage Management Analysis for acomprehensive reporting and monitoring solution to plan the growth and collect vital

    management information for an efficient enterprise data management deployment.

    IBM Tivoli Space Manager

    IBM Tivoli Space Manager uses the Tivoli Storage Manager framework services together with

    the industry standard Data Management Application Programming Interface (DMAPI)to

    deliver a fully integrated solution for open systems Hierarchical Space Management (HSM).

    IBM Tivoli Space Manager provides an HSM client, which interfaces with DMAPI and

    implements the functionality outlined in Figure 14 for certain Tivoli Storage Manager clients.

    Figure 14 IBM Tivoli Space Manager for HSM

    IBM Tivoli Space Manager maximizes usage of existing storage resources by transparently

    migrating data from client hard drives to the Tivoli Storage Manager storage repository based

    on size and age criteria. When the migrated data is accessed, IBM Tivoli Space Manager

    transparently recalls it back onto the local disk. The migration of files and the management of

    migrated files is controlled by policies. Manual (user controlled) migration and recall is also

    possible.

    IBM Tivoli Space Managers HSM function is fully integrated with Tivoli Storage Manager

    operational backup, so that if a client requests to back up a file which has already been

    migrated to the server, it will be copied to a backup storage pool internally, thereby avoiding a

    client data recall.

    The HSM function through IBM Tivoli Space Manager is available for AIX and Solaris clients.

    HSM Client Server

    IBM Tivoli Storage

    Manager HSM ServerMigrate

    Recall

    Storage

    Usage

    End User Integrated

    Backup

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    26 IBM Tivoli Storage Manager: A Technical Introduction

    Disaster Recovery Manager

    Disaster Recovery Manager (DRM) is a feature of the IBM Tivoli Storage Manager Extended

    Edition. and coordinates and automates the process of recovering from a disaster. It provides

    for offsite media management, automated restore of the Tivoli Storage Manager server and

    managed client recovery. It complements the already implemented robust protection features

    of Tivoli Storage Manager and automates many already facilitated protection functions.

    DRM automatically captures information required to recover the Tivoli Storage Manager

    server after a disaster. It assists in preparing a plan that allows recovery in the most expedient

    manner. This disaster recovery plancontains information, scripts, and procedures needed to

    automate server restoration, and helps ensure quick recovery of your data after a disaster.

    DRM also manages and tracks the movement of off-site media to reduce the time required to

    recover in the event of a disaster. It is able to track media that are stored on-site, in-transit, or

    off-site in a vault, no matter whether it is a manual or electronic vault, so your data can be

    easily located if disaster strikes. The DRM media cycle is shown in Figure 15.

    Figure 15 Disaster Recovery Manager offsite media tracking cycle

    Client recovery information can also be captured by DRM. This information can be used to

    assist with identifying what clients need to be recovered, in what order, and what is requiredto recover them, including data and media that is not managed by Tivoli Storage Manager.

    NDMP

    IBM Tivoli Storage Manager Extended Edition provides support for certain Network Attached

    Storage (NAS) appliances using Network Data Management Protocol (NDMP) to perform

    high-performance, scalable backups and restores at the volume and file level. These backups

    and restores minimize network traffic by transferring data independently of the Tivoli Storage

    Mountable

    Scratch

    Pool

    Not Mountable

    Courier

    VaultVault Retrieve

    Courier Retrieve

    112

    2

    3

    4

    56

    7

    8

    9

    10

    11

    Check-in

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    IBM Tivoli Storage Manager: A Technical Introduction 27

    Manager client and server where available. NDMP support enables both full and differential

    file system image backups and restores of Network Appliance file servers with operating

    system Data ONTAP 6.1.1 or higher. Multiple backup and restore operations can be

    performed simultaneously.

    NDMP support is implemented through a combination of the Tivoli Storage Manager

    Extended Edition server and Backup/Archive client code. No additional code need be

    installed on the server, client, or NAS appliance. during backup and restore operations, data

    flows directly between the NAS appliance and the tape drive. Either a SCSI-attached tape

    device local to the NAS appliance, or a SAN-attached SCSI or ACSLS device, shared with the

    Tivoli Storage Manager server can be used.

    Bare metal recovery

    Bare metal recovery (BMR) is the ability to restore a system completely, assuming that all

    data and configuration information has been erased from the hard disk. There are a number

    of products and techniques which can be used to provide BMR in association with IBM Tivoli

    Storage Manager product capabilities.

    For Windows clients, BMR can be achieved using the regular Backup/Archive client. The

    basic technique is to re-install the operating system and then restore all additional files and

    configuration information using the Tivoli Storage Manager client. An alternative method is to

    use a third-party volume imaging product to capture the complete system information in a

    single object. Various third-party products can or will offer the capability to store the captured

    volume images on the Tivoli Storage Manager server.

    For UNIX clients, a re-install of the OS together with Backup/Archive client restore of

    additional data provides a solution. In the case of AIX, IBM Tivoli Storage Manager for

    System Backup and Recovery (also known as SysBack) provides a complete backup and

    restore solution including full system (installation) images, volume groups, raw logical

    volumes and filesystems. See IBM Tivoli Storage Manager for System Backup and Restore

    on page 34 for more information.

    A more detailed discussion of bare metal recovery techniques on various platforms is

    contained in the redbook Disaster Recovery Strategies with Tivoli Storage Management,

    SG24-6844.

    IBM Tivoli Decision Support for Storage Management Analysis

    IBM Tivoli Decision Support for Storage Management Analysis uses the framework services

    of IBM Tivoli Decision Support to deliver important decision-making information about your

    enterprise data management deployment.

    IBM Tivoli Decision Support is a stand-alone product that provides a ready-to-use view intothe wealth of data gathered by Tivoli enterprise products. The product consolidates this data

    and transforms it into accessible IT business-relevant information. This information, presented

    in a variety of graphical formats, can be viewed interactively (slice, dice, drill down, drill

    through) and posted on a URL. IBM Tivoli Decision Support provides insight and the ability to

    better answer IT business-relevant questions. IBM Tivoli Decision Support is available on

    Windows NT and Windows 2000.

    The IBM Tivoli Decision Support Discovery Guides are a set of best practices guides provided

    for various applications. To use these guides, IBM Tivoli Decision Support has to be installed

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    28 IBM Tivoli Storage Manager: A Technical Introduction

    and available. The Tivoli Decision Support for Storage Management Analysis is the guide

    used to produce the following analyses:

    Storage Event Analysis

    Storage Performance Analysis

    Storage Capacity Analysis

    A typical IBM Tivoli Decision Support for Storage Management Analysis graph is shown inFigure 16.

    Figure 16 IBM Tivoli Decision Support for Storage Management Analysis

    The information used by the guide is obtained directly from the Tivoli Storage Manager server

    with the use of the ODBC interface. The information is then transferred to a relational

    database, as required by Tivoli Decision Support for Storage Management Analysis, such as

    DB2, MS SQL-Server, and Oracle. The database can reside on the same system as IBM

    Tivoli Storage Manager or IBM Tivoli Decision Support or on a separate system. Thedatabase is used for queries to generate the IBM Tivoli Decision Support reports.

    Tivoli SANergy

    Tivoli SANergy is a product which allows filesystems to be shared across a Storage Area

    Network. SANergy provides a function, known as a MetaData Controller (MDC), which owns

    the filesystem. Any SANergy client may gain access to that storage across the SAN by first

    requesting the MDC for permission, and for the location of the data. After the MDC

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    IBM Tivoli Storage Manager: A Technical Introduction 29

    completes the request, the client accesses the volumes by normal NFS or CIFS methods;

    however, the data blocks are read and written using the SAN, rather than the LAN

    communication path.

    This function can be exploited by Tivoli Storage Manager to provide LAN-Free backups to

    storage pool volumes defined as files on SANergy managed disk. This works in a similar way

    to the base product when it provides LAN-Free backups to tape volumes, in that metadata

    about the client data is sent across the LAN to the Tivoli Storage Manager server but the data

    itself travels across the SAN.

    Figure 17 shows the flow of data and metadata when using SANergy to share a volume for

    LAN-Free backups. Using this function not only gives the advantages of LAN-Free backup,

    reducing the load on the LAN, but also helps reduce the limitation of the number of available

    tape drives on LAN-Free capability for backup. Data could also be restored using LAN-Free

    either directly from tape or by first using commands within the IBM Tivoli Storage Manager

    server to move the data back to SANergy managed disk.

    Figure 17 Tivoli SANergy and Tivoli Storage Manager LAN-free backup

    ITSM

    Server

    ITSM

    Server

    ITSM

    ClientStorage

    Agent

    ITSM

    ClientStorage

    Agent

    00000001.bfs

    00000002.bfs

    00000003.bfs

    00000004.bfs SANergy Volume

    ITSM VolumeMetadata Flow

    Data Flow

    SAN

    SANergy

    MDC

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    30 IBM Tivoli Storage Manager: A Technical Introduction

    Additional application and hardware support

    A number of additional products are available which provide additional support for particular

    applications and disk storage systems. These products, previously known as Tivoli Data

    Protection modules, are a group of solutions integrated with IBM Tivoli Storage Manager,

    which protect data used by business applications. They are interface programs that link

    between a storage management API provided by the vendor application, and the IBM TivoliStorage Manager data management API. Typical applications providing such interfaces are

    databases and groupware applications, such as Lotus Notes or Microsoft Exchange.

    Figure 18 shows a typical architecture and data flow of an IBM Tivoli Storage Manager

    application-specific solution.

    Figure 18 IBM Tivoli Storage Manager for Applications architecture

    The function of these solutions is to receive application backup and restore requests and to

    translate them into Tivoli Storage Manager backups and restores. The activity is always

    initiated from the application and uses application-provided system calls to provide backup

    and restore services, thus implementing the intelligence and function of the

    application-provided backup interface. This means that backups or restores can be done

    while the application is on line.

    However, in 7x24 production environments, even the ability to do an online backup of that

    application data may not be the most desirable option. Certain intelligent disk subsystems

    (such as IBM TotalStorage Enterprise Storage Server) implement features which allow for

    creating an instantcopy of all the application data on different physical volumes that areaccessible by an alternate (backup) system, with nearly no interruptions. IBM Tivoli Storage

    Manager for Hardware interfaces with these features and integrate them into a complete IBM

    Tivoli Storage Manager data management solution to provide backup capabilities with as little

    impact on production performance as possible.

    Table 4 shows the available products for application and hardware support from Tivoli,

    including the supported platforms, the operating system level, and the application level they

    cover, at the time of publishing this paper. Please refer to the product Web sites for the most

    up-to-date information.

    Application

    Utility

    ie RMAN

    Application

    Application

    Data

    Application

    Recovery Logs

    Tivoli

    Storage

    Manager

    for

    Applications

    Code

    ITSM

    API

    ITSM

    Server

    Client Machine

    Backup and Restore

    Automation

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    IBM Tivoli Storage Manager: A Technical Introduction 31

    Table 4 IBM Tivoli applications and hardware integration solutions

    Tivoli Storage Managerfor Databases

    OS level Application level Product level

    Tivoli Data Protection forOracle

    AIX 4.3.3, 5.x 8.1.7, 9i, 9.1, 9.2 Server 4.1+

    Solaris 2.6, 7 or 8 as for AIX Server 4.1+

    HP-UX 11, 11i as for AIX Server 4.1+

    NT4 (SP4+)

    Windows 2000

    as for AIX Server 4.1+

    Tivoli Data Protection forInformix

    AIX 4.3.3, 5.1 IDS 7.3x,8.31,9.2x

    Server 4.1+

    Solaris 2.6, 7 or 8 as for AIX Server 4.1+

    HP-UX 11, 11i as for AIX Server 4.1+

    Tivoli Data Protection forMS SQL-Server

    4.0 SP4Windows 2000

    7 (SP3+) Server 4.1+

    Tivoli Storage Managerfor Mail

    OS level Application level Product level

    Tivoli Data Protection forLotus Domino 1.1

    AIX 4.3.3, 5.1 5.0.1+, 6 Server 4.1+backup/archive

    client, ifscheduling is used

    Windows NT 4.0

    SP4 Windows2000

    5.0.1+, 6 Server 4.1+

    backup/archiveclient, if

    scheduling is used

    Solaris 2.6, 7, 8 5.0.1+, 6 Server 4.1+

    backup/archiveclient, ifscheduling is used

    OS/390 2.9, 2.10USS(with TCPIP 2.3+)

    SMP/E R8+

    5.0.1+,6 Server 4.1+backup/archiveclient, if

    scheduling is used

    OS/400 5.1(+Option30,

    QShellInterpreter)

    5.0.1+, 6 Server 4.2.x+API 4.2.1+ for

    OS/400

    Tivoli Data Protection forMS Exchange

    Windows 4.0 SP4Windows 2000

    5.5 (SP3) orExchange 2000

    Server 4.1x

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    32 IBM Tivoli Storage Manager: A Technical Introduction

    Tivoli Storage Manager

    for Enterprise ResourcePlanning

    OS level Application level Product level

    Tivoli Data Protection forR/3 on Oracle

    4.3+, 5.1+ 3.0 to 3.1F4.0 up to 4.6DOracle releases

    that are supportedby SAP R/3

    Server 4.1x

    Solaris 7, 8 As for AIX Server 4.1x

    HP-UX 11, 11i As for AIX Server 4.1x

    Tru64 4.0, 5.1A As for AIX Server 4.1x

    Windows NT4

    SP6aWindows 2000

    As for AIX Server 4.1x

    Red Hat Linux6.1EE

    As for AIX Server 4.1x

    Tivoli Data Protection forR/3 on DB2 UDB

    AIX 4.3+, 5.1+ 3.0 to 3.1F4.0 up to 4.6D

    DB2U UDBreleases that are

    supported by SAPR/3

    Server 4.1x

    Solaris 7, 8 As for AIX Server 4.1x

    Windows NT4SP6a

    Windows 2000

    As for AIX Server 4.1x

    Tivoli Storage Managerfor Hardware

    OS level Application level Product level

    Tivoli Data Protection for

    IBM ESS for Oracle(Requires 2 pSeriesServers and ESS withFlashCopy)

    AIX 4x, 5L (Note

    Oracle must useJFS or RAW LVson ESS storage).

    Oracle 8i, 8.1.5, 9i Server 4.2+

    API 5.1.1+Tivoli DataProtection forOracle

    Tivoli Data Protection for

    IBM ESS for R/3(Requires 2 pSeries

    Servers and ESS withFlashCopy)

    AIX 4x, 5L

    (Note DBs mustuse JFS or RAW

    LVs on ESSstorage.

    Oracle

    8.x levelsupported by

    SAPDBA or 9iSAP R/3 4.5B+

    Server with

    Managed Systemfor LAN

    Tivoli DataProtection for R/3

    3.2 or higherTivoli Data Protection forIBM ESS for DB2(Requires 2 pSeriesServers and ESS with

    FlashCopy

    AIX 4.x, 5L(Note DB2 mustuse JFS or RAWLVs on ESS

    storage.

    DB2 UDB 7.1(FP4+) or 8 (FP2)

    Server 4.2+API 5.1.1+

    Tivoli Storage Managerfor Application Servers

    OS level Application level ITSM level

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    IBM Tivoli Storage Manager: A Technical Introduction 33

    Tivoli Data Protection forWebSphere Application

    Server

    AIX 4.3.3+ DB2 UDB V7.1+WebSphere

    ApplicationServer 3.5 or 5,

    Standard orAdvanced Edition

    Server V4.1+API 4.1+

    Windows NT(SP5+)Windows 2000

    As for AIX Server V4.1+

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    34 IBM Tivoli Storage Manager: A Technical Introduction

    IBM Tivoli Storage Manager for System Backup and Restore

    To help you protect your system files and data, IBM Tivoli Storage Manager for System

    Backup and Recovery V5.6 (SysBack) provides a complete AIX operating system backup,

    restore, and reinstallation tool. This product will back up both data and the operating system

    itself in a format which can be used to rebuild the system. The product solves the inherent

    problems that operating system backup tools have when attempting to restore operatingsystem data.

    The product includes:

    Comprehensive backup and recovery options for AIX via a simple, efficient interface

    Easy local or remote backup, restore, and system installation processing

    Minimized application impact for backup with off-line mirror backups

    Easy-to-use cloning with post installation cloning utilities

    Simplified reinstallation with no-prompt installation processing

    Reboot from remote systems or sites with network boot capabilities

    Support for RS/6000 Scalable POWER Parallel Systems and for pSeries

    LPAR-Capable System

    IBM Tivoli Storage Manager for System Backup and Restore allows you to choose fromseveral types of backups, including full system image (installation/recovery image), volume

    group, file system, file or directory, and raw logical volume. Integration is provided between

    IBM Tivoli Storage Manager for System Backup and Restore and a Tivoli Storage Manager

    server. This means that generated backup objects can be stored on, and managed by, a Tivoli

    Storage Manager Server. Additional UNIX platforms may also be supported by this product in

    the future.

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    Copyright IBM Corp. 2003. All rights reserved. 35

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