Source:SEP sesam Configuration – First Steps: Difference between revisions

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<div class="noprint"><languages />
{{Copyright SEP AG|en}}
{{Copyright SEP AG|en}}
{{Navigation_latest|release=4.4.3|link=[[Special:MyLanguage/SEP_sesam_Documentation#previous|Documentation archive]]}}  
{{Navigation_latest|release=[[Special:MyLanguage/SEP_sesam_Release_Versions|4.4.3 ''Beefalo''/5.0.0 ''Jaglion'']]|link=[[Special:MyLanguage/SEP_sesam_Documentation#previous|Documentation archive]]}}</div><br />


==Overview== <!--T:2--></translate>
==Overview== <!--T:2--></translate>
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[[File:SEP_next.png|45px|link=Special:MyLanguage/SEP_Sesam_CLI]]</translate>
[[File:SEP_next.png|45px|link=Special:MyLanguage/Standard_Backup_Procedure]]</translate>
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See also: [[Special:MyLanguage/4_4_3:SEP_sesam_Quick_Install_Guide|SEP sesam Quick Install Guide]]</translate>
See also: [[Special:MyLanguage/SEP_sesam_Quick_Install_Guide|SEP sesam Quick Install Guide]] – [[Special:MyLanguage/Standard_Backup_Procedure|Standard Backup Procedure]] – [[Special:MyLanguage/Monitoring_and_Reporting|Monitoring and Reporting]]</translate>
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Problems? See the [[Special:MyLanguage/Troubleshooting_Guide|Troubleshooting Guide]].</translate>  
Problems? See the [[Special:MyLanguage/Troubleshooting_Guide|Troubleshooting Guide]].</translate>  
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Below is a brief description of a typical SEP sesam configuration. For detailed information on SEP sesam functionality and configuration, follow the text links under each step, search for relevant articles,  and check [[Special:MyLanguage/FAQ|FAQs]].
Once you decided which computers you want to protect in your environment and have [[Special:MyLanguage/SEP_sesam_Quick_Install_Guide|installed relevant SEP sesam component(s)]] on these computers, you can set up your backup environment. Make sure that you have an appropriate permissions (''admin'') to access the respective systems.


===Step 1 – Location=== <!--T:13-->
===Step 1 – Location=== <!--T:13-->


<!--T:14-->
<!--T:63-->
You must first determine which operating systems SEP sesam will back up. To do this, you will require the names and configuration of all target computers. Because each client must be assigned to a distinct location, you can choose arbitrary location names and descriptions. By default, the location ''LOCAL'' is created on the server. For details, see [[Special:MyLanguage/Configuring_Location|Configuring Location]].</translate>
You must first determine which computers you want to back up with SEP sesam and then configure all target computers (clients) in the SEP sesam GUI. Each client must be created within (and assigned to) a location, which can be defined as a group of clients and further specified as sub-locations. Such grouping enables large organizations at different locations to be managed and represented as a group with separate, centrally-managed units (using a tree-like structure).  
# <translate><!--T:15-->
Select '''Components''' -> '''Topology''' to display the ''Topology'' content pane.</translate>
# <translate><!--T:16-->
In the Topology window, click '''New Location'''.</translate>
# <translate><!--T:17-->
Enter the name '''HOME''' and click '''OK'''.</translate>


<translate><!--T:18-->
<!--T:64-->
Your GUI window should now look like this:</translate>  <br />
You can use locations to group your clients according to their OS, data type, different geographical location, etc. The name of locations can be freely assigned and is used for orientation purposes. By default, the location is set to ''LOCAL''. You can create a new location under '''Main selection''' -> '''Components''' -> '''Topology''' -> '''New Location'''. For details, see [[Special:MyLanguage/Configuring_Location|Configuring Location]].


<translate><!--T:19-->
<!--T:65-->
[[Image:Configuration_topology.png|link=]]</translate>
The following screenshot shows the backup environment, which consists of several locations.
 
<!--T:66-->
[[Image:Locations_Beefalo_V2.jpg|760px|link=]]</translate>
<br clear=all>
<br clear=all>
===Step 2 – Clients===


<translate><!--T:20-->
<translate>===Step 2 – Clients=== <!--T:67-->
Add clients to your newly created location. For details, see [[Special:MyLanguage/Configuring_Clients|Configuring Clients]].</translate>
# <translate><!--T:21-->
Go to '''Components''' -> '''Topology''' -> '''HOME''' -> right click and select '''New Client'''. Depending on the client's operating system, select one of the following platforms: ''Windows'', ''UNIX'', ''NDMP'', ''VMS'' or ''NETWARE''. The client name must be identical to the computer's network host name and must be resolvable either by DNS or hosts-file. For details, see [[Special:MyLanguage/How_to_check_DNS_configuration|How to check DNS configuration]].</translate>
# <translate><!--T:22-->
Enter the client's platform-specific operating system in the corresponding box. Click '''OK''' to confirm the client.</translate>
# <translate><!--T:23-->
In the ''Task for new client'' dialog, select the '''No''' option.


<!--T:24-->
<!--T:20-->
In the example below, a Windows (''qsbox1'') and a Linux (''talentix'') client were added to the HOME location. After configuring each of the clients, the '''No''' option was selected in the ''Task for new client'' dialog.</translate>  <br />  
Afterwards, you have to add you clients to your location or sub-location by right-clicking it (e.g., ''Windows'') and selecting '''New Client'''. Clients may be workstations, PCs, virtual machines or file servers with gigabytes of data. For details, see [[Special:MyLanguage/Configuring_Clients|Configuring Clients]].</translate>


<translate><!--T:25-->
<translate><!--T:25-->
[[Image:Configuration_clients.png|link=]]</translate>
[[Image:Topology_new_client_Beefalo_V2.jpg|760px|link=]]</translate>
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For client connection issues, see [[Special:MyLanguage/FAQ#client_full_access|How to verify that the SEP sesam server has full access to a specific client]].
For client connection issues, see [[Special:MyLanguage/FAQ#client_full_access|How to verify that the SEP sesam server has full access to a specific client]].


===Step 3 – Backup Hardware: Where should the data be stored?=== <!--T:27-->
===Step 3 – Backup hardware: Where should the data be stored?=== <!--T:27-->


<!--T:28-->
<!--T:28-->
During the installation process, SEP sesam checks the SCSI-bus for connected backup hardware and enters its data in the SEP sesam database.
With SEP sesam you can use different storage devices or backup media (e.g., tape libraries, disks, etc.) for your backups. During the installation process, SEP sesam checks the SCSI-bus for connected backup hardware and enters its data in the SEP sesam database. This auto-detection works for most devices, but for certain types of loaders the connection between loader and drives cannot be recognized automatically. You have to manually verify and configure such devices. You also have to manually configure any backup device that is connected after SEP sesam installation. Note that procedure differs depending on your operating system (Linux or Windows). For details, see [[Special:MyLanguage/Configuring_a_Loader|Configuring Loaders and Drives]].


<!--T:29-->
<!--T:68-->
To view available data stores, select '''Components''' -> '''Data Stores'''. By default, a data store (''Test-Store'') is created on the SEP sesam partition. The ''Test-Store'' is used as a sample back up in the examples below. For details, see [[Special:MyLanguage/The_DataStore_4.4|Data Store]].
For defining storage repository SEP sesam uses a data store instead of a conventional media pool. It is a device type used for writing the savesets directly on one or several configured storage locations – into the file system. The data is still primarily backed up to a media pool, however, a data store is used underneath to save data to dynamically managed data areas, including disk backups.


===Step 4 – Tasks: What should be backed up?=== <!--T:30-->
<!--T:69-->
You can configure different types of data stores (i.e., ''Path'', ''SEP Si3 deduplication store'', ''NetApp Snap Store'', ''HPE StoreOnce'' and ''HPE Cloud Bank Store'') according to your backup environment. In '''Main Selection''' select '''Components''' -> '''Data Stores''' -> '''New Data Store'''. For details, see [[Special:MyLanguage/Configuring_a_Data_Store|Configuring a Data Store]].


<!--T:31-->
<!--T:82-->
To create a task, go to '''Tasks''' -> '''By Client''' in the ''Main Selection'' pane to display the ''Tasks by Clients'' in the content pane. Select a location (the location in our example is ''HOME'') and select the client you want to back up.
Additionally, you can also back up and replicate your data to the cloud. For details, see [[Special:MyLanguage/SEP_sesam_Documentation#latest|SEP sesam Extensions]].


<!--T:32-->
===Step 4 – Tasks: What should be backed up?=== <!--T:30-->
From the task bar, select '''New backup task''' and provide a description for the backup task. The task name can be selected arbitrarily (max. 32 characters), however, it is recommended that you use a descriptive name. The ''Source'' input box lists the drives, folders and files that will be backed up. For more information, see [[Special:MyLanguage/Creating_a_Backup_Task|Creating a Backup Task]].


<!--T:33-->
<!--T:70-->
In the example below, we created a total of 13 backup tasks:</translate>
A backup task defines which savesets are backed up and which data should be excluded from backup. To create a backup task, in the '''Main Selection''' -> '''Tasks''' -> '''By Clients''', right-click the client and select '''New Backup Task'''. For more information, see [[Special:MyLanguage/Creating_a_Backup_Task|Creating a Backup Task]].


* <translate><!--T:34-->
<!--T:71-->
One backup task for SEP sesam (''SESAM_BACKUP'', created automatically)</translate>
[[Image:Configuration_new_bck_task_Beefalo_V2.jpg|760px|link=]]</translate>
* <translate><!--T:35-->
<br clear=all>
One backup task for testing purposes (''TEST_BACKUP'', created automatically)</translate>
* <translate><!--T:36-->
One system recovery backup task for each Windows system (''qsbox1_system_recovery'', ''informatix_system_recovery'')</translate>
* <translate><!--T:37-->
One backup task per client for all data (''qsbox1_data_all'', ''talentix_data_all'', ''informatix_data_all'')
Make sure that the option VSS is enabled for each Windows client.</translate>
* <translate><!--T:38-->
One backup task for each database (''qsbox1_mssql_all'', ''talentix_ORACLE'', ''talentix_postgres_all'')</translate>


*<translate><!--T:39-->
<translate><!--T:72--> You can assign individual backup tasks to a task group and then trigger the start of all tasks belonging to that group with a single event. For details, see [[Special:MyLanguage/Adding_a_Task_to_the_Task_Group|Adding a Task to the Task Group]].</translate>
One backup task for each virtual machine (''qsbox1_SEP_Cloud_notus'', ''qsbox1_SEP_Cloud_VMware_vCenter'', ''qsbox1_SEP_Cloud_Windows7'')</translate><br />  


<translate><!--T:40-->
<translate><!--T:42-->
[[Image:Configuration_tasks_by_clients.png|link=]]</translate>
[[Image:Configuration_task_group_Beefalo_V2.jpg|760px|link=]]</translate>
<br clear=all>
<br clear=all>


<translate><!--T:41-->
{{<translate><!--T:83--> tip</translate>|<translate><!--T:84--> You can simplify the backup of multiple VMs by automatically creating tasks for VMs connected to the same host; you can also automatically create clients for VMs to which the created tasks and ACLs can be assigned. It is recommended to use these features when a new hypervisor is added and many new VMs need to be backed up. For details, see [[Special:MyLanguage/Automating_Backup_Process|Automating Backup Process]].</translate>}}
To group the backup tasks, go to the '''Tasks''' -> '''By Groups''', select '''New Task Group''' in the content pane and provide a name. In the ''New task group'' window, select the backup tasks you want to assign to the task group. Move the tasks from the left side to the right side by selecting the task and pressing the right arrow. In our example, we created a group for each [[Special:MyLanguage/SEP_sesam_Glossary#task_type|task type]], giving a total of 5 backup task groups. For details, see [[Special:MyLanguage/Adding_a_Task_to_the_Task_Group|Adding a Task to the Task Group]].</translate><br />


<translate><!--T:42-->
<translate><!--T:73-->
[[Image:Configuration_tasks_by_groups.png|link=]]</translate>
If you want to start the backup task or task group immediately, right-click the task/task group and click '''Immediate Start''', see [[Special:MyLanguage/4_4_3_Beefalo:Activities#immediate_start_backup|Immediate Start: Backup]]. Otherwise you have to schedule  [[Special:MyLanguage/SEP_sesam_Configuration_–_First_Steps#schedule|(Step 5)]] your backup task/task group.
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==={{anchor|schedule}}Step 5 – Schedules: When should the data be backed up?=== <!--T:43--></translate>  


<translate>===Step 5 – Schedules: When should the data be backed up?=== <!--T:43--></translate>
<translate>
<!--T:74-->
If you want to create a periodic backup, you have to schedule your backup task(s). A schedule defines the recurrence of an event and may be executed in minutes, hours, days, months or years. It can be set up to start periodically or to be executed only once. You can create a new schedule under '''Main Selection''' -> '''Scheduling''' -> '''Schedules''' -> '''New Schedule'''. For more details, see [[Special:MyLanguage/Creating_a_Schedule|Creating a Schedule]].


<translate><!--T:44-->
<!--T:75-->
Go to '''Scheduling''' -> '''Schedules''' for an overview of the configured schedules. All SEP sesam schedules can be controlled from here. We recommend the following schedules:</translate>
Examples for different schedules:</translate>


* <translate><!--T:45-->
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<translate><!--T:51-->
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[[Image:Configuration_schedules.png|link=]]</translate>
[[Image:Configuration_schedules_Beefalo_V2.jpg|750px|link=]]</translate>
<br clear=all>
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<translate><!--T:52-->
<translate>===Step 6 – Backup event: How should the backup start?=== <!--T:55-->
From the Schedules content pane, Select '''New''' -> '''New Schedule''', and enter a descriptive name for the schedule, for example, ''Data-Diff-Mo-Fr-2000''. If it is a differential backup, set the schedule for each working day at 8:00 pm.


<!--T:53-->
<!--T:56-->
Select the tag '''weekly''' and check '''Monday through Friday'''. Finally, enter the start time (in the example, at 20.00 hrs) and click '''OK'''.
After you have created a schedule, you have to link a backup event to it to configure a periodic backup. In the '''Main Selection''' -> '''Scheduling''' -> '''Schedules''', right-click the schedule and select '''New Backup Event'''.  


<!--T:54-->
<!--T:76-->
For a one-time execution of the schedule, right-click on the schedule and select '''Immediate Start'''. In the dialog that appears, select default [[Special:MyLanguage/The_SEPuler_-_an_event_calendar_4.4#event_priority|priority]] and click '''OK''' to start the backup. For details, see [[Special:MyLanguage/Creating_a_Schedule|Creating a Schedule]].
Configured backup events are automatically inserted into the SEP sesam calendar and executed by the [[Special:MyLanguage/4_4_3_Beefalo:SEPuler_-_an_event_calendar|SEPuler]] at the appointed time. For details on how to create a backup event, see [[Special:MyLanguage/Creating_a_Backup_Event|Creating a Backup Event]].


===Step 6 – Backup event: How should the backup start?=== <!--T:55-->
<!--T:58-->
[[Image:Configuration_bck_event_Beefalo_V2.jpg|780px|link=]]</translate>
<br clear=all>
 
<translate><!--T:59-->
The system is now completely configured and will execute the new backup jobs at the appointed time. To check the status of your backups and other jobs and components, you can either use the ''GUI'' or ''Web UI'' (≥ [[SEP_sesam_Release_Versions|4.4.3 ''Beefalo V2'']]).
 
<!--T:77-->
In GUI, you can view the status of your backup jobs by selecting the option '''Last Backup State''' under the ''Main Selection''. However, Web UI's enhanced monitoring is more intuitive and provides a lot of different monitoring and reporting options; for details, see [[Special:MyLanguage/SEP_sesam_Web_UI#monitoring|SEP sesam Web UI]]. Check also [[Special:MyLanguage/Monitoring_and_Reporting|Monitoring and Reporting]] to better understand SEP sesam reports, email notifications and other monitoring-related options.


<!--T:56-->
==={{anchor|disaster_recovery}}Step 7 – Preparing for disaster recovery: Configuring <tt>SESAM_BACKUP</tt> === <!--T:78-->
Use the schedules created above to configure a cyclic backup. Create a new backup event for each schedule and insert it into the SEP sesam calendar, which will then be executed by the SEPuler at the appointed time. For details on how to create a backup event, see [[Special:MyLanguage/Creating_a_Backup_Event|Creating a Backup Event]].


<!--T:57-->
<!--T:79-->
To generate a backup event, right-click on a schedule and select '''New Backup Event''' in the taskbar. In our example, for the '''Data-Diff-Mo-Fr-2000''' schedule, select '''DIFF''' as the [[Special:MyLanguage/SEP_sesam_Glossary#backup_level|backup level]], '''TEST_POOL''' as the media pool and '''Data''' as the task group, which was created earlier. Repeat the procedure with the relevant settings for all the schedules. The figure below shows a thoroughly configured system. <br />  
To prepare for a possible breakdown of the SEP sesam Server and disaster recovery, you have to perform a self-backup of the SEP sesam. Configure at least one backup task with the name <tt>SESAM_BACKUP</tt> to back up SEP sesam's <tt><SESAM_VAR></tt> and <tt><SESAM_ROOT>/bin/sesam</tt> directories.


<!--T:58-->
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[[Image:Configuration_bck_event.png|link=]]</translate>
[[Image:SEP_sesam_backup_task_Beefalo_V2.jpg|710px|link=]]</translate>
<br clear=all>
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<translate><!--T:59-->
<translate><!--T:81-->
The system is now completely configured and will execute the new backup jobs at the appointed time. After the backup event has been executed, the backup jobs can be checked in the '''Scheduling''' -> '''Calendar Sheet''' or '''Job State''' -> '''Backups''' menus.
Then activate the <tt>sm_disaster</tt> interface and configure the SEP sesam email to be able to send messages after the self-backup. For more details, see [[Special:MyLanguage/SEP_sesam_Server_Disaster_Recovery#preparation|Preparing for Disaster Recovery]].  


<noinclude><div class="noprint">
==See also== <!--T:60-->
==See also== <!--T:60-->
[[Special:MyLanguage/4_4_3:SEP_sesam_Quick_Install_Guide|SEP sesam Quick Install Guide]]</translate>
[[Special:MyLanguage/SEP_sesam_Quick_Install_Guide|SEP sesam Quick Install Guide]] – [[Special:MyLanguage/Standard_Backup_Procedure|Standard Backup Procedure]] – [[Special:MyLanguage/Monitoring_and_Reporting|Monitoring and Reporting]]</div></noinclude></translate>

Revision as of 20:17, 4 January 2022

Other languages:

Copyright © SEP AG 1999-2024. All rights reserved.

Any form of reproduction of the contents or parts of this manual is allowed only with the express written permission from SEP AG. When compiling and designing user documentation SEP AG uses great diligence and attempts to deliver accurate and correct information. However, SEP AG cannot issue a guarantee for the contents of this manual.

Docs latest icon.png Welcome to the latest SEP sesam documentation version 4.4.3 Beefalo/5.0.0 Jaglion. For previous documentation version(s), check Documentation archive.


Overview

Once you decided which computers you want to protect in your environment and have installed relevant SEP sesam component(s) on these computers, you can set up your backup environment. Make sure that you have an appropriate permissions (admin) to access the respective systems.

Step 1 – Location

You must first determine which computers you want to back up with SEP sesam and then configure all target computers (clients) in the SEP sesam GUI. Each client must be created within (and assigned to) a location, which can be defined as a group of clients and further specified as sub-locations. Such grouping enables large organizations at different locations to be managed and represented as a group with separate, centrally-managed units (using a tree-like structure).

You can use locations to group your clients according to their OS, data type, different geographical location, etc. The name of locations can be freely assigned and is used for orientation purposes. By default, the location is set to LOCAL. You can create a new location under Main selection -> Components -> Topology -> New Location. For details, see Configuring Location.

The following screenshot shows the backup environment, which consists of several locations.

Locations Beefalo V2.jpg

Step 2 – Clients

Afterwards, you have to add you clients to your location or sub-location by right-clicking it (e.g., Windows) and selecting New Client. Clients may be workstations, PCs, virtual machines or file servers with gigabytes of data. For details, see Configuring Clients.

Topology new client Beefalo V2.jpg

For client connection issues, see How to verify that the SEP sesam server has full access to a specific client.

Step 3 – Backup hardware: Where should the data be stored?

With SEP sesam you can use different storage devices or backup media (e.g., tape libraries, disks, etc.) for your backups. During the installation process, SEP sesam checks the SCSI-bus for connected backup hardware and enters its data in the SEP sesam database. This auto-detection works for most devices, but for certain types of loaders the connection between loader and drives cannot be recognized automatically. You have to manually verify and configure such devices. You also have to manually configure any backup device that is connected after SEP sesam installation. Note that procedure differs depending on your operating system (Linux or Windows). For details, see Configuring Loaders and Drives.

For defining storage repository SEP sesam uses a data store instead of a conventional media pool. It is a device type used for writing the savesets directly on one or several configured storage locations – into the file system. The data is still primarily backed up to a media pool, however, a data store is used underneath to save data to dynamically managed data areas, including disk backups.

You can configure different types of data stores (i.e., Path, SEP Si3 deduplication store, NetApp Snap Store, HPE StoreOnce and HPE Cloud Bank Store) according to your backup environment. In Main Selection select Components -> Data Stores -> New Data Store. For details, see Configuring a Data Store.

Additionally, you can also back up and replicate your data to the cloud. For details, see SEP sesam Extensions.

Step 4 – Tasks: What should be backed up?

A backup task defines which savesets are backed up and which data should be excluded from backup. To create a backup task, in the Main Selection -> Tasks -> By Clients, right-click the client and select New Backup Task. For more information, see Creating a Backup Task.

Configuration new bck task Beefalo V2.jpg

You can assign individual backup tasks to a task group and then trigger the start of all tasks belonging to that group with a single event. For details, see Adding a Task to the Task Group.

Configuration task group Beefalo V2.jpg

SEP Tip.png Tip
You can simplify the backup of multiple VMs by automatically creating tasks for VMs connected to the same host; you can also automatically create clients for VMs to which the created tasks and ACLs can be assigned. It is recommended to use these features when a new hypervisor is added and many new VMs need to be backed up. For details, see Automating Backup Process.

If you want to start the backup task or task group immediately, right-click the task/task group and click Immediate Start, see Immediate Start: Backup. Otherwise you have to schedule (Step 5) your backup task/task group.

Step 5 – Schedules: When should the data be backed up?

If you want to create a periodic backup, you have to schedule your backup task(s). A schedule defines the recurrence of an event and may be executed in minutes, hours, days, months or years. It can be set up to start periodically or to be executed only once. You can create a new schedule under Main Selection -> Scheduling -> Schedules -> New Schedule. For more details, see Creating a Schedule.

Examples for different schedules:

  • One schedule (Diff, Mo.-Fr.) for all data (regardless of the operating system), starting at 8:00 pm
  • One schedule (Full, weekly) for all data (regardless of the operating system), starting at 10:00 am
  • One schedule (Full, daily) for the system, starting at 9:00 pm
  • One schedule (Full, daily) for the SEP sesam self backup, starting at 07:00 am
  • One schedule (Full, daily) for all databases, starting at 10:00 pm
  • One schedule (Full, daily) for all virtual machines, starting at 11:00 pm

Configuration schedules Beefalo V2.jpg

Step 6 – Backup event: How should the backup start?

After you have created a schedule, you have to link a backup event to it to configure a periodic backup. In the Main Selection -> Scheduling -> Schedules, right-click the schedule and select New Backup Event.

Configured backup events are automatically inserted into the SEP sesam calendar and executed by the SEPuler at the appointed time. For details on how to create a backup event, see Creating a Backup Event.

Configuration bck event Beefalo V2.jpg

The system is now completely configured and will execute the new backup jobs at the appointed time. To check the status of your backups and other jobs and components, you can either use the GUI or Web UI (≥ 4.4.3 Beefalo V2).

In GUI, you can view the status of your backup jobs by selecting the option Last Backup State under the Main Selection. However, Web UI's enhanced monitoring is more intuitive and provides a lot of different monitoring and reporting options; for details, see SEP sesam Web UI. Check also Monitoring and Reporting to better understand SEP sesam reports, email notifications and other monitoring-related options.

Step 7 – Preparing for disaster recovery: Configuring SESAM_BACKUP

To prepare for a possible breakdown of the SEP sesam Server and disaster recovery, you have to perform a self-backup of the SEP sesam. Configure at least one backup task with the name SESAM_BACKUP to back up SEP sesam's <SESAM_VAR> and <SESAM_ROOT>/bin/sesam directories.

SEP sesam backup task Beefalo V2.jpg

Then activate the sm_disaster interface and configure the SEP sesam email to be able to send messages after the self-backup. For more details, see Preparing for Disaster Recovery.