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Bare Metal Restore

User Guide
For Tivoli Storage Manager
Version 1.4.3
Bare Metal Restore User Guide: Version 1.4.3
March 23, 2001
Copyright 2001 by The Kernel Group, Inc. All rights reserved.
Bare Metal Restore, BMR, The Kernel Group, Inc., and TKG are registered trademarks of The Kernel Group,
Inc.
The following product names are trademarks of Tivoli Systems Inc. or the International Business Machines
Corporation: ADSM, IBM, Tivoli, Tivoli Management Environment, TME, and TSM.
Microsoft, Windows, and Windows NT are trademarks of Microsoft Corporation in the United States and/or
other countries.
This product includes software developed by the Apache Software Foundation (http://www.apache.org/).
Contact Information:
The Kernel Group, Inc.
1250 South Capital of Texas Hwy.
Suite 3-601
Austin, TX 78746-6456
Phone: (512) 433-3300
Toll Free: 800-854-7381
email: info@tkg.com
www.tkg.com
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The Kernel Group, Inc. Version 1.4.3
Table of Contents
Chapter 1
Overview
Components of Bare Metal Restore ................................1
Cli ent and Server terminology .....................................2
BMR Server ...............................................................2
Boot Server ................................................................2
Fil e Server .................................................................2
ESM Server ...............................................................2
SAMBA Server ...........................................................3
The Restoration Process ...............................................4
Making a Complete Backup.........................................5
Placement of the BMR Servers ......................................5
Understanding the Enterprise Storage Manager
Environment ...............................................................5
Network topology of the Enterprise Storage Manager' s
environment ...............................................................6
Sel ection of the BMR Server .......................................7
ESM Server Network Interface Worksheet ....................7
Network Topology Worksheet ......................................8
BMR Server Candi date Worksheet...............................9
BMR File Server and Boot Server Placement ............. 11
Understanding the use of the Shared Resource Tree .. 11
Platform Speci fi c Requirements of BMR File Servers.. 12
Sel ection of the BMR Fil e Servers locati on ................ 13
General Considerations All pl atforms ...................... 14
AIX BMR File Servers Sel ection ................................ 15
HP-UX BMR Fi le Servers Selection ........................... 15
Sol aris BMR Fi le Servers Sel ection ........................... 16
Shared Resource Tree Worksheets ........................... 16
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Third Party Di sk Device Driver and Volume Manager
Information .............................................................. 17
Before Configuration of the BMR Server .................... 18
Chapter 2
Installing Bare Metal Restore
AIX Installation ....................................... 21
AIX Install ati on Requirements ..................................... 21
ESM Server Requirements ....................................... 21
BMR Server Requi rements ....................................... 22
Fil e Server Requirements ......................................... 22
Boot Server Requirements........................................ 23
BMR Cl ient Requi rements ........................................ 23
Installi ng the BMR Server ........................................... 24
Installi ng the BMR Server Usi ng SMIT ...................... 24
Installi ng the BMR Server Usi ng i nstallp.................... 25
Configuring the AIX BMR Server ................................. 25
Installi ng the License Key ........................................ 27
Controlli ng Access to the Admi nistrative GUI ............... 28
Installi ng the BMR Client ............................................. 29
Installi ng the BMR Client Usi ng SMIT........................ 29
Installi ng the BMR Client Usi ng i nstall p..................... 30
Configuring the AIX BMR Cli ent ................................... 30
Sun Solaris Installation ......................... 32
Sol aris Instal lation Requirements ................................ 32
ESM Server Requirements ....................................... 32
BMR Server Requi rements ....................................... 32
Fil e Server/Boot Server Requirements ...................... 33
BMR Cl ient Requi rements ........................................ 33
Installi ng the BMR Server ........................................... 34
Installi ng the BMR Server Usi ng pkgadd ................... 34
Configuring the Sun Sol aris BMR Server ...................... 34
Installi ng the License Key ........................................ 36
Controlli ng Access to the Admi nistrative GUI ............... 37
Installi ng the BMR Client ............................................. 38
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Install ing the BMR Client Usi ng pkgadd ..................... 38
Configuring the Sun Sol aris BMR Cl ient ....................... 39
HP-UX Installation .................................. 40
HP Instal lation Requirements ....................................... 40
ESM Server Requirements ........................................ 40
BMR Server Requi rements ........................................ 40
Boot Server/Fi le Server Requirements ....................... 41
BMR Cl ient Requi rements ......................................... 41
Install ing the BMR Server ............................................ 42
Install ing the BMR Server ......................................... 42
Configuring the HP-UX BMR Server ............................. 43
Install ing the License Key ......................................... 45
Controlli ng Access to the Admi nistrative GUI ................ 45
Install ing the BMR Client ............................................. 46
Install ing the BMR Client .......................................... 46
Configuring the HP-UX BMR Client .............................. 47
Windows NT Client Installation ............ 49
Windows NT Install ation Requi rements ......................... 49
Server Requirements ................................................ 49
BMR Cl ient Requi rements ......................................... 49
Backi ng Up the Wi ndows Registry ................................ 50
Registry Backup wi th TSM ........................................ 50
Install ing the BMR NT Cli ent ........................................ 50
Configuring the NT BMR Cl ient .................................... 51
Chapter 3
Configuring Bare Metal Restore
Accessi ng the BMR Graphical User Interface ................ 55
Add ESM Servers ........................................................ 57
Configuring ESM Servers ............................................ 60
Addi ng an IP Address to an ESM server .................... 61
Deleting an IP Address from an ESM Server .............. 61
Modifyi ng an Existing ESM Server s ESM Port ........... 61
Modifyi ng an Existing ESM Admi nistrator User Name . 61
Viewing the BMR Server Configuration ......................... 62
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BMR Log Fi le........................................................... 63
BMR Li cense Informati on ......................................... 64
Creating a Shared Resource Tree for AIX .................... 65
Creating an SRT for ADSM....................................... 66
Creating an SRT for TSM ......................................... 67
Creating a Shared Resource Tree for Sun Sol aris ........ 67
Installi ng Veri tas Vol ume Manager into a Sun Sol aris
SRT ........................................................................ 69
Creating a Shared Resource Tree for HP-UX ............... 70
Creating a Shared Resource Tree for Windows NT ....... 71
Configuring a Shared Resource Tree ........................... 73
Modifyi ng a Shared Resource Tree ........................... 73
Deleting a Shared Resource Tree ............................. 76
Addi tional Dri ver Support for Windows NT................. 76
Creating a Boot Image ................................................ 80
Configuring a Boot Image............................................ 83
Modifyi ng a Boot Image............................................ 85
Deleting a Boot Image.............................................. 85
Creating a Wi ndows NT Floppy Boot Disk .................... 86
Generi c Boot Fl oppy Creation................................... 88
Custom Boot Fl oppy Creati on ................................... 89
Configuring a BMR Cl ient ............................................ 95
Chapter 4
Restoring a Bare Metal Restore
Client
Preparing for Cl ient Restoration .................................100
Initiating Cli ent Restorati on ........................................106
Initiating Restoration of a UNIX Cli ent ......................106
Sun Solari s Network Boot ........................................106
HP-UX Network Boot ...............................................107
AIX Network Boot ...................................................108
Initiating a Restoration of an NT Cl ient.....................115
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Appendix A:
Command Reference
Appendix B:
BMR Planning Worksheets
Appendix C:
Technical Support
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1 Overview
Bare Metal Restore (BMR) allows a machine to be completely restored from the data that
is saved in an Enterprise Storage Manager (ESM), without requiring separate system
backups or reinstalls. In the event that a client loses its boot disk or suffers some other
catastrophic failure, Bare Metal Restore can be used to restore the machine to the state at
which it was last backed up to an ESM. Bare Metal Restore is completely integrated into
your ESM, providing the disaster recovery feature that it lacks.
When you use BMR, your clients are backed up normally to their ESM server(s). The only
differences are that all of the clients files are backed up and a program is automatically
run before the backup is performed to save the state of the machine configuration. This
information allows BMR to completely recover a machine from just the ESM backup.
Restoring a machine with Bare Metal Restore is easy and fully automated. The entire
restoration process consists of running one command on the BMR server and rebooting
the client over the network. The following sections describe the BMR components and the
restoration process in more detail.
Components of Bare Metal Restore
BMR uses your existing ESM server(s) and adds BMR server, boot server, and file
server components. The BMR components can be located on the same server
machine, separately, or in any combination.
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Client and Server terminology
Throughout this manual, the term BMR client refers to the machine on which the
BMR client software is installed. In this context, it is probable that a BMR client is
also a server for other applications or data.
BMR Server
The BMR server manages the process of client restoration. It makes the appropriate
boot image and filesystems available to the client, ensures that the boot server and file
server are properly configured, and generates a customized client boot script. The
BMR server must be running at all times because it is the license server for BMR
clients.
Boot Server
The boot server provides the boot image to the client when it performs a network boot
prior to restoration. BMR uses the standard bootp or bootparam protocol to
network-boot the client from the boot server.
File Server
The file server makes the necessary filesystems available to the client at restore time
via NFS or SMB. These include the shared resource tree (SRT) filesystem that
contains the necessary operating system commands and libraries, the BMR client
package, and the ESM client package.
ESM Server
The BMR client continues to use its normal ESM server. In order to be able to recover
the machine from your ESM software, all files (including system files) must be
backed up to the ESM server. BMR also saves the clients configuration at backup
time so that an up-to-date snapshot of the machine configuration is always saved with
the systems data.
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SAMBA Server
NT BMR clients access restoration scripts and files using a SAMBA server that is
accessible or resident on a file server.
BMR Client/Server Configuration
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The Restoration Process
The Bare Metal Restore process is highly automated and efficient. These are the steps
taken to restore a client using BMR:
1. The user tells the BMR server to prepare to restore the client.
2. The BMR server retrieves the UNIX clients configuration data from the ESM
server. NT clients retrieve the client configuration file from the ESM server and
to control re-configuration.
3. The BMR server creates a customized client boot script and makes the
appropriate boot image and filesystems available to the client.
4. The client boots from the boot server and starts running its customized boot
script.
5. The client mounts the necessary filesystems from the file server or SAMBA
server.
6. The client configures its disks, logical volumes, filesystems, etc.
7. The client uses the standard ESM client to restore all its files from the ESM
server, including the operating system, applications, configuration data, and
user files.
8. The client configures its boot record and configuration database.
9. The client reboots itself.
10. The client performs post-boot cleanup.
After this process is complete, the client machine is fully restored to the state at which
it was last backed up.
The entire restoration process can take less than 30 minutes for a relatively small
machine. The majority of the time is spent restoring the clients data from your ESM
server. The amount of time required for the restoration is determined by network
speed, ESM server performance, and tape access times.
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Making a Complete Backup
It is important that every backup captures a complete snapshot of the system because
BMR restores the machine to the state at which it was last backed up. There are
several issues that can cause an incomplete backup, including:
Network or server errors that occur during backup can compromise the integrity of
the system's backup data.
Files that change while the backup is occurring can lead to inconsistencies between
related files or within the same file.
Files to which access is denied during the backup will not get backed up.
It is therefore important that you follow these guidelines to maximize your chances
of obtaining a complete backup:
Regularly examine the storage manager log files to ensure that any backup errors
are handled promptly.
Whenever possible you should ensure that a system is backed up during a "quiet
time" when the risk of an incomplete backup is minimized.
For systems that cannot be acquiesced during a backup, your storage manager options
should be set to retry file backups if a file changes during the backup attempt. In
addition, on certain platforms there are third-party programs that attempt to resolve
the open-file issue by presenting a coherent view of the filesystems to the storage
manager.
Placement of the BMR Servers
Understanding the Enterprise Storage Manager Environment
An understanding of the Enterprise Storage Management environment is essential for
the proper placement of the BMR server. The BMR server needs to know about all the
Enterprise Storage Managers that are used by the BMR clients, and all the TCP/IP
addresses on the ESM server, which these clients normally use to communicate with
the ESM Server.
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In BMR version 1.4.2 , the BMR server must be able to communicate to every ESM
server used by the BMR clients. For UNIX BMR clients, the BMR server must be
able to retrieve the BMR client's configuration data from the ESM server. This has
two implications:
The BMR server must have the authority to retrieve these files from the ESM
Server.
The version of ESM client software installed on the BMR server must be able to
retrieve these files from the client's ESM server. In the case of Tivoli Storage
Manager, this means that the BMR server must have the same or later version of
the ESM Backup client software as any of its BMR clients.
Network topology of the Enterprise Storage Manager's environment
The BMR clients must be configured as ESM clients, and must be backed up to the
ESM server before they can be restored using BMR. Normally, during a BMR restore,
a BMR client has access to only one network interface. It must be able to contact its
ESM and BMR servers using this interface. This interface may be different from the
one with which the client normally communicates to the ESM server. If your network
configuration allows TCP/IP connectivity to the BMR and ESM servers through the
client's network boot interface, then no changes to the ESM environment need to be
made. BMR allows alternate IP addresses and gateways to be specified for the servers
if required during the Prepare to Restore operation. However, before a client can be
configured, the interface used during the boot must be determined. This is platform
and hardware dependent. Use the following table as a guide to determine which
network interface to use as the boot interface on each client. A more comprehensive
overview of the network boot procedures is included in Initiating Restoration of a
UNIX Client beginning on page 106.
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Note: Booting the RS/6000 from a network adapter requires support in the
system firmware. See the section entitled "Network Boot options" to
determine which interfaces can be used to boot.
Selection of the BMR Server
This section explains the forms located in Appendix A. Start by making copies of the
following forms.
ESM Network Interface Worksheet
Network Topology Worksheet
BMR Server Candidate Worksheet
ESM Server Network Interface Worksheet
For each ESM Server, complete a separate ESM Server Network Interface Worksheet.
For each interface on the ESM server, fill out one row of the worksheet table.
The Network Interface Name column contains the name of the network interface
(for example en0, tr2, eth1, or lan0).
The Network Interface Address column contains the IP address of the ESM
Server's network interface.
The Network Segment IP column contains the IP address of the network to which
the interface has connectivity.
Platform or Hardware type Bootable Network Interface(s)
AIX (all)7 Built-in Ethernet, Token Ring, or Ethernet
Card
HP-UX Internal Ethernet only
Solaris Any Ethernet Card
NT Ethernet or Token Ring
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For example, a network interface with an IP address of 198.3.130.100, and an IP
network mask of 255.255.255.0, would have a Network Interface Address
column entry of 198.3.130.100, and the Network Segment IP column would
contain 198.3.130.0.
Here is an example of the ESM Server Network Interface Worksheet
Network Topology Worksheet
Use this worksheet to describe the network topology of the ESM backup network.
Network Segment IP column: For each network interface from which the BMR
clients can network boot, determine the network segment IP address. The network
segment IP address is the dotted decimal IP of the Network Segment. For example,
if the client network IP address is 198.3.130.100 and the netmask is
255.255.255.0, the network segment IP address is 198.3.130.0. For each unique
network segment IP address, place an entry in the Network Segment IP column
of the Network Topology Worksheet. For NT clients, include the network
interface's network segment which will be used during a BMR Floppy boot.
ESM Server Name: demo
ESM Server Software Version
and Release:
TSM 4.1
Network
Interface
Name
Network Interface Address Network Segment IP
en0 198.3.130.100 198.3.130.0/24
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The Gateway to ESM Server column is the IP address of a router in this segment
that can be used to reach the ESM server. If the ESM server has a presence on this
network (if there is an Network Segment IP match for this segment in the ESM
Server Network Interface Worksheet) then no gateway is required.
The Gateway to other Networks column should contain the IP addresses of the
other router interfaces on this segment that could be used to reach other networks.
Here is an example of the Network Topology Worksheet.
BMR Server Candidate Worksheet
Use this worksheet to select a suitable machine on which to install the BMR server
software. First, choose a short list of potential BMR server candidates. Remember not
to exclude the ESM servers if they meet all the other criteria. Use the following
criteria to narrow your choices:
1. The BMR server must be running one of the following Operating Systems: AIX
4.X, Solaris 2.6, 7, and HP-UX 10.20 or 11.00.
2. ESM client software installed:
a. ESM Backup/Archive client must be at or higher than the version on any
UNIX BMR client.
b. An ESM administrative client must be installed.
c. BMR server candidate must have permission to retrieve files from the ESM
server for any UNIX BMR client.
Network
Segment IP
Gateway to
ESM Server
Gateways to other Networks
198.3.130.0 198.3.130.254 198.3.17.254
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Candidate Column: List all the candidates meeting the above criteria in the
Candidate column of the BMR Server Candidate Worksheet.
Use the ESM Server Network Interface Worksheet and the Network Topology
Worksheet to verify connectivity of every candidate. For each candidate listed in the
BMR Server Candidate Worksheet, fill out the remaining columns of the worksheet:
ESM Servers Connectivity column: Use the ESM Server Network Interface
Worksheet(s). If the candidate is able to ping at least one of the Network Interface
Address entries for every ESM server, place a check mark in the ESM Servers
Connectivity column. If a candidate does not meet this criterion it cannot be used
as the BMR server and can be crossed off the list.
Client Connectivity column: Use the Network Topology Worksheet(s). If the
candidate is able to reach at least one gateway listed in either the Gateway to
ESM Server or Gateways to other Networks column for every Network
Segment IP entry in all Network Topology Worksheet(s), place a check mark in the
Client Connectivity column. If a candidate does not meet this criterion, it cannot
be used as a BMR server.
Select a BMR server from the available remaining candidates. The candidate must
have a check mark in each column of the worksheet. Write your choice in the
blank for the Selected BMR Server. Fill in the information for the Operating
System and Version, and the ESM client software and Version in the blanks
provided.
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Here is an example of the BMR Server Candidate Worksheet.
BMR File Server and Boot Server Placement
There are no restrictions on the number of BMR file servers or boot servers that you
can define to the BMR server. They are not licensed entities. BMR allows you to
define as many BMR file servers or boot servers as you require.
Understanding the use of the Shared Resource Tree
The BMR file server will hold the Shared Resource Trees (SRTs) for the BMR clients.
The BMR boot server will hold the boot images. The function of the SRT is the same
regardless of the BMR client type. The SRT provides the resources needed to build
Candidate ESM Servers
Connectivity
Client
Connectivity
demo X X
Selected BMR Server demo
Operating System and
Version:
AIX 4.3.3
ESM Client software and
Version:
TSM 4.11
AIX: uname -m
Solaris: hostid
HP: uname -i
BMR License Key
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the boot images. During BMR restoration it provides the executables and utilities
needed to reformat the drives, re-build the file systems, and restore the files using the
ESM client software. The UNIX and NT BMR clients differ in the way the SRT is
used and accessed.
The UNIX BMR clients access the SRT using NFS. The SRT is NFS mounted early in
the boot sequence, and provides all the utilities needed to rebuild the BMR client.
Windows NT must be run from the local drive, and only NT can create all the file
system types that may be required by any NT BMR client. Therefore it is necessary
for BMR to install an NT system onto a temporary partition on one of the disk drives
of the NT BMR client. The NT SRT exists on a UNIX BMR file server, and provides
the installation images for NT, as well as the ESM client executables, and any disk
device drivers or network drivers required by the client that are not part of the normal
NT installation. The NT BMR clients access the SRT from the UNIX system by using
the SMB protocol and the SAMBA server. The complete restoration process, from
installing NT into the temporary partition to the reformatting of the drives, re-creating
the file systems, and the final cleanup and removal of the temporary NT partition, is
completely automated by BMR.
Platform Specific Requirements of BMR File Servers
1. The BMR file server must be of the same platform type as the BMR clients that
uses them. For example, an AIX file server cannot restore a Solaris BMR client.
2. An SRT can only be used by a BMR client of the same platform type for which
the SRT was built. For example, is not possible to use a Solaris SRT to restore
an HP-UX client machine.
3. The BMR file servers must be of the same platform type as the SRTs they hold.
4. If multiple versions of the HP-UX exist, there must be at least one file server for
each version. The HP-UX file server can have many SRTs but can only have
one boot image for any given SRT.
5. HP-UX machines can only network boot from their internal Ethernet card from
an HP-UX BMR boot server existing in the same network segment. (OS
specific limitation)
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6. Solaris clients can only network boot from a Solaris BMR boot server existing
in the same network segment. (OS specific limitation)
7. For both HP-UX and Solaris, the BMR boot and file server must reside on the
same machine. (OS specific limitation)
8. AIX file servers must be at the same or higher level of AIX than any of the
SRTs it holds. For example, an AIX 4.3 BMR file server can be used to hold an
AIX 4.1 SRT, but an AIX 4.1 BMR file server could not be used to hold an AIX
4.3 SRT.
Selection of the BMR File Servers location
Make a copy of the form entitled BMR File Server Worksheet. For each Network
Segment IP on the Network Topology Worksheet, make an entry for it in the Network
Segment IP column of the BMR File Server Worksheet.
In the Link Speed column, place the end-to-end network bandwidth speed from the
network containing the BMR server. For example, if the network segment were
located at a remote location accessed via a Frame Relay 56K link, the Link Speed
column would be 56K, even though the network segment itself and the network
segment containing the BMR server are both high-speed networks.
Then, for each segment determine the number of the different types of BMR clients in
that network segment. Do not count a BMR client more than once if it has multiple
network interfaces. If a BMR client has multiple network interfaces, choose an
interface from which it can network boot, and that will minimize the number of SRTs
required. For example, if there are several Solaris machines with multiple interfaces,
each having an interface on a single common network segment, count each machine
once as being in the common network segment, and do not count the machines again
in the other network segment. Once the form is completed, continue with the next
step.
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Here is an example of the BMR File Server Worksheet.
General Considerations All platforms
AIX is the only platform for which the BMR file and boot server components can
reside on different machines. The BMR boot server will require space in /tftpboot for
the clients boot images. Boot images are relatively small, and one boot image may be
used for many clients. There may be some circumstances where separating the boot
and file servers is beneficial, but for most instances, the BMR file and boot server will
reside on the same machine.
For network segments with slow links to the BMR server, consider placing the file
and boot servers on a network with a faster link to the segment, or somewhere on the
segment itself.
The BMR boot server requires the TCP/IP services tftp and bootps to be available
(Solaris uses bootparam instead of bootp). Make sure that these services are available
to be started on an AIX boot server. AIX 4.3.3 ships with these services commented
out of /etc/inetd.conf. They will have to be uncommented and inetd will need to be
refreshed for the BMR boot server to function.
The BMR file server will require the NFS Server services to be available to serve
UNIX BMR clients. Look for the nfsd process in the process table. If it is not present,
make sure that NFS Server is installed and configured.
NT clients require the use of a SAMBA server. Either the SAMBA server provided
with BMR must be installed on the file server. Alternatively, a SAMBA share called
Number of BMR Clients
Network
Segment IP
Link
Speed
AIX HP-UX NT Solaris
4.1 4.2 4.3 10.20 11.00 4.0 2.6 7 8
198.3.130.0 100Mb 1 4 1 20 1
198.3.17.0 10Mb 2 10
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bmrsrt from an external SAMBA share can be configured so the files shared are
writable by the BMR server.
NT BMR clients can be served by any UNIX BMR file server or SAMBA server
when the client is correctly configured.
AIX BMR File Servers Selection
You will need a minimum of one AIX file server for all the AIX BMR clients in the
network. The actual number of AIX file servers you need will depend on network
connectivity speeds and NFS access considerations. For example, you may want to
place an AIX BMR file server for use at remote locations, where NFS access from the
remote site would be impractical. Use the Link Speed column of the BMR File
Server Worksheet to determine if a closer BMR file server/boot server is desirable
for the network segment.
The AIX file servers chosen must be the same or higher level of AIX as any of the
BMR clients they serve. Each AIX file server must contain an SRT for every major
level of the AIX BMR clients that it serves. For example if you have every level of
AIX between 4.1.0 and 4.3.3, you will need three AIX SRTs: One for AIX 4.1, one
for AIX 4.2 and one for AIX 4.3. These can be located on the same AIX file server.
The AIX BMR file servers can also be BMR boot servers for AIX, or the BMR boot
servers for AIX BMR clients can be located on other AIX or HP-UX machines.
HP-UX BMR File Servers Selection
Each Network Segment IP in the BMR File Server Worksheet must have a Solaris
BMR file server/boot server. The HP-UX BMR file Severs must also be BMR boot
servers. You will need a minimum of one HP-UX BMR file server for each level of
HP-UX of your BMR clients. A single HP-UX BMR file server can only serve a
single SRT. For example, an HP-UX 10.20 BMR file server can hold either an HP-UX
11.00 SRT or an HP-UX 10.20 SRT, but not both. As with the AIX BMR file servers,
the actual number and placement of the HP-UX BMR file servers is dependent on
network connectivity and NFS access considerations.
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Solaris BMR File Servers Selection
Each Network Segment IP in the BMR File Server Worksheet must have a Solaris
BMR file server/boot server. Each Solaris file server can hold many Solaris SRTs.
Although a Solaris BMR file server/boot server must be available in each network
segment before a BMR client can be restored, there are ways to minimize this impact
of this requirement:
1. The Solaris BMR boot/file server does not actually need to be available until it
is required. In a matter of minutes, a Solaris BMR file server/boot server can be
installed, an SRT can be copied from another Solaris file/boot server and
defined to BMR, then allocated to the client. This process can occur after the
client has failed and needs to be restored.
2. The Solaris BMR boot/file server can be defined on a Solaris machine that has a
physical IP presence on multiple networks. That is, a single Solaris BMR boot/
file server with multiple network interfaces can be used for Solaris BMR clients
on each of the network segments to which it is attached.
Shared Resource Tree Worksheets
Make copies of the BMR Shared Resource Tree Worksheet from Appendix B. For
each selected machine designated to be a BMR file server or boot server, fill out a
BMR Shared Resource Tree Worksheet. If more than one SRT is to be defined on the
BMR file server, use a separate form for each SRT. Place the BMR file servers
hostname and OS level in the first two rows of the form.
If the BMR file server will also be a boot server, check the Yes box in the BMR boot
server row.
Fill in all of the Network Segment IPs that the SRT will serve into the Network
Segment IPs Served section.
In the next section, in the SRT OS and Level row, place the level of the OS that will
be needed to create the SRT. This corresponds to the OS level used by the BMR
clients that will use this SRT.
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Placement of the BMR Servers
Version 1.4.3 The Kernel Group, Inc.
17
The Required ESM Client Release and Version is the Version of the ESM client
software that will be installed into the SRT. For TSM, it must be the same or higher
level of the TSM client software as any of the BMR clients that will be using this
SRT.
Third Party Disk Device Driver and Volume Manager Information
BMR can handle a variety of different client restorations using a variety of non-
standard device drivers or volume managers. This requires the installation of the
device drivers or volume managers into the BMR SRT so that the disks can properly
be configured prior to restoration. A non-standard device driver or volume manager is
defined as the required software needed to access the disk drives or file systems of the
client that is not supplied by the base operating system of the client. On the BMR
Shared Resource Tree Worksheet, in the Third Party Disk Device Driver and
Volume Manager Information section, check the boxes that will apply to the BMR
clients that will be served by this SRT.
Use the Location of Images for SRT Creation section to record the location of the
images that will be needed for the SRT. If this location is on an NFS file server, use
the location as it would appear in an NFS mount command. For example:
cws:/spdata/sys1/install/aix433/lppsource.
If the source is on a CD-ROM, use the name and location of the CD-ROM.
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Overview
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Here is an example of the Location of Images for SRT Creation form.
Before Configuration of the BMR Server
If you are using Tivoli Storage Manager (or ADSM), you may have multiple TSM
Servers installed in your environment. If there are multiple TSM Server's being used
by the BMR clients, it is suggested that the dsm.sys file on the BMR server be
updated to contain an appropriate server stanza for each TSM Server. This is because
the BMR server will need to know how to connect to each TSM client's ESM Server.
During the configuration step, the dsm.sys file is digested and a private copy is placed
into the /var/bmr/bin directory. If a new TSM Server is added into the environment
after the BMR server has been configured, a new stanza must be created in the
/var/bmr/bin/dsm.sys file, and the server must be added to the BMR database using
the "Add ESM" button in the ESM Server screen of the BMR Web GUI.
After the BMR server is initially configured, all of the IP addresses for each ESM
server must added to the BMR database. Additional IP addresses can be added by
bringing up the Web GUI, entering the ESM Servers screen, and then the ESM server.
Use the Add button to add the IP addresses to the ESM Server. When a BMR client is
Location of Images for SRT Creation
OS /dev/cd0
ESM Client /dev/cd0
Third Party
Software
Network Driver
Disk Drivers /dev/cd0
Other:
Other:
CHAPTER 1
Placement of the BMR Servers
Version 1.4.3 The Kernel Group, Inc.
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configured, it registers itself with the BMR server. As part of the registration process,
the BMR client determines the IP address it uses to connect to the ESM Server, and
tells the BMR server that it is using the ESM server with this IP address. If the BMR
server does not know of an ESM Server with this address, the client will fail
registration verification and cannot be configured.
Bare Metal Restore User Guide
Overview
The Kernel Group, Inc. Version 1.4.3
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The Kernel Group, Inc. Version 1.4.3
F
2 Installing Bare Metal Restore
AIX Installation
Installation of Bare Metal Restore involves verifying the minimum system requirements
and installing the BMR server and clients.
AIX Installation Requirements
The following requirements must be met to use Bare Metal Restore.
ESM Server Requirements
Hardware Requirements:
Any type of machine that can act as an ESM server
Storage space to completely back up all the BMR clients
Software Requirements:
ADSM server version 3.1, or TSM version 3.7 or 4.1
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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BMR Server Requirements
Hardware requirements:
Any model of machine that runs AIX 4.1, 4.2, or 4.3
Network connectivity to the BMR client machines and their ESM server(s)
Software Requirements:
The backup and administrative clients for ADSM version 3.1, or TSM version 3.7
or 4.1.
Note: The version of ADSM or TSM software must be the same version or
higher than the BMR clients version of TSM software.
NFS client software
File Server Requirements
Hardware Requirements:
Network connectivity to the BMR client machines and the BMR server
Enough disk space to hold the SRT filesystems used by clients at restore time,
approximately 300 MB per level of OS supported
Software Requirements:
AIX level higher than or the same as the protected BMR clients
NFS server software
Install images of the OS level and ESM client version
CHAPTER 2
AIX Installation Requirements
Version 1.4.3 The Kernel Group, Inc.
23
Boot Server Requirements
Hardware Requirements:
Network connectivity to the BMR client machines and the BMR server
Software Requirements:
AIX level higher than or the same as the protected BMR clients
Bootp server software
BMR Client Requirements
Hardware Requirements:
Any model of machine that runs AIX 4.1, 4.2, or 4.3
Enough disk space to hold the system being restored
SCSI disks are the only type of disk drive supported
Network connectivity to the BMR file, boot, and ESM servers that is available at
boot time
Note: Restoring a client over an SP switch interface is not supported
because the switch interface is not available at boot time. The client
can still be backed up over the switch if desired.
Note: SSA drives are not supported by Bare Metal Restore.
Software Requirements:
AIX 4.1, 4.2, or 4.3
The bos.sysmgmt.sysbr fileset for AIX 4.2.x.x clients.
The backup client for ADSM version 3.1, or TSM version 3.7 or 4.1
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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Installing the BMR Server
Installation of a BMR server includes installing the BMR package and configuring
the BMR server. You must perform this procedure on each BMR server, file server,
and boot server.
Note: You must be the root user to perform the BMR server installation
tasks.
Installing the BMR Server Using SMIT
Use the following command to install the BMR server using the SMIT GUI.
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:
smitty install_latest
The SMIT software installation environment displays.
3. In the field labeled INPUT device / directory for software enter the path to the
BareMetal distribution file or the device name of the CD-ROM drive
(i.e., /dev/cd0) and press Return.
The Install and Update from ALL Available Software menu appears.
4. Press F4.
5. Using the arrow keys move the selection bar to Bare Metal Restore for AIX -
Server and press F7.
6. Press Return three times to confirm the changes and exit to the main menu.
7. Press F10 to exit SMIT.
When the BMR server software is installed, you must configure the server using
bmrsetupserver.
CHAPTER 2
Configuring the AIX BMR Server
Version 1.4.3 The Kernel Group, Inc.
25
Installing the BMR Server Using installp
Use the following steps to install the BMR server using installp.
1. If you are installing BMR from the distribution CD, make sure that the server
machines CD-ROM drive is properly mounted. Otherwise, copy the BMR
distribution file BareMetal to a temporary location.
2. Enter the following command:
installp -acXd <pathname> BareMetal.server
where pathname is the path to the BareMetal distribution file or the device
name of the CD-ROM drive.
When the BMR server software is installed, you must configure the server using
bmrsetupserver.
Configuring the AIX BMR Server
The bmrsetupserver program configures the server. This command must be run while
logged in as the root user. bmrsetupserver is run on all three servers.
1. Create a BMR administrator user and group.
The BMR files are owned by the user. The BMR GUI daemon runs as the BMR
administrator user and group. The default user and group is bmradmin.
2. Change the current directory to:
/usr/lpp/BareMetal
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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3. Enter the following command:
./bmrsetupserver
The following is an example of the information the system asks for when
bmrsetupserver runs. Depending on the type of server being configured,
different prompts may or may not appear. The questions below indicate a
system where the BMR, boot, and file servers are all the same machine.
a. Will this machine be a BMR server? [y]
b. Enter BMR server's hostname [somemachine.tkg.com]:
c. Enter the BMR server port number [8362]:
d. Enter the BMR administrator's user name [bmradmin]:
e. Enter the BMR administrator's group name [db2iadm1]:
f. Will this server run the BMR GUI daemon? [y]
g. Enter the GUI server's port number [80]:
h. Enter DSM_DIR (location of dsm.sys) [/usr/lpp/adsm/bin]:
i. Enter 'm' to use /var/bmr/log/messages or 's' to use syslog [m]:
j. Do you want to install the BMR license key? [y]
k. Enter the license key or a file name containing the key:
CHAPTER 2
Configuring the AIX BMR Server
Version 1.4.3 The Kernel Group, Inc.
27
l. Will this machine be a file server? [y]
i. SAMBA is required for NT clients. Do you want SAMBA installed now?
[y]:
ii. Enter the SAMBA user name [bmradmin]:
iii. What network interfaces should SAMBA communicate on? [ ]:
The values entered for this prompt includes all interfaces on the current
file server. Accepting the default value allows SAMBA to share access
across any of these interfaces. If you want to limit the interfaces
SAMBA uses you need to enter a value leaving off the undesirable
interfaces.
iv. What hosts are allowed access to SAMBA? [ ]:
These are interfaces SAMBA uses for browsing.
v. What directory will you share via SAMBA? [/export/srt/]:
This directory must be writable by the default SAMBA user (nobody).
This is the SRT path that you will create later with bmrcreatesrt.
m. Will this machine be a boot server? [y]
Installing the License Key
Note: If you answered no to step k, did not know the license key at the
time, or want to install it later, the license key can be entered using
this procedure.
To install the license key for BMR:
1. Change the current directory to:
/usr/lpp/BareMetal/aix
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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2. Enter the provided license key using the following command:
./lm_keyins -k <license key> -g
The variable <license key> is the key string provided with the product.
Controlling Access to the Administrative GUI
The web-based BMR Administrative GUI allows access only to a specified user.
Administrators must enter the GUI user's username and password in order to gain
access to the BMR GUI.
Note: The username and password used by the BMR GUI have no relation-
ship to the system's usernames and passwords.
By default, only the "bmradmin" user is allowed access to the GUI. The default
password for the default user is "bmradmin". It is highly recommended that you
change this password to something more secure using the following procedure.
As either root or the BMR administrative user:
1. Change the current directory to:
/usr/lpp/BareMetal/httpd/bin
2. Enter the following command:
./htpasswd /var/bmr/httpd/shadow/.htpasswd bmradmin
3. Enter the user's password and confirm it when prompted.
If you wish to specify the password on the command line, you may enter:
./htpasswd -b /var/bmr/httpd/shadow/.htpasswd bmradmin
<password>
CHAPTER 2
Installing the BMR Client
Version 1.4.3 The Kernel Group, Inc.
29
Installing the BMR Client
Each BMR client must have the BMR client software installed and its ESM
configuration must be modified to support BMR. Specifically, all client files must be
backed up to the ESM server, and the bmrsavecfg command must be run before each
backup to save the current machine configuration. If bmrsavecfg is not run, the client
cannot be restored.
Before installing the clients you must first define their ESM server(s) using the
procedure described on page 60.
Note: You must be the root user to perform the BMR client installation
tasks.
Installing the BMR Client Using SMIT
Use the following command to install the BMR client using the SMIT GUI.
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:
smitty install_latest
The SMIT software installation environment displays.
3. In the field labeled INPUT device / directory for software enter the path to the
BareMetal distribution file or the device name of the CD-ROM drive
(i.e., /dev/cd0) and press Return.
The Install and Update from ALL Available Software menu appears.
4. Press F4.
5. Using the arrow keys move the selection bar to Bare Metal Restore for AIX -
Client and press F7.
6. Press Return three times to confirm the changes and exit to the main menu.
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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7. Press F10 to exit SMIT
When the BMR client software is installed, you must configure the client using
bmrsetupclient.
Installing the BMR Client Using installp
Use the following steps to install the BMR client using the command line. This
procedure must be performed on each client machine.
1. If you are installing BMR from the CD, make sure that the server machines
CD-ROM drive to properly mounted. Otherwise, copy the BMR distribution
file BareMetal to a temporary location.
2. Enter the following command:
installp -acXd <pathname> BareMetal.client
where the pathname is the path to the BareMetal distribution file or the device
name of the CD-ROM drive.
When the BMR client software is installed, you must configure the client using
bmrsetupclient.
Configuring the AIX BMR Client
The bmrsetupclient program configures the client. This command must be run while
logged in as the root user.
1. Change the current directory to:
/usr/lpp/BareMetal
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Configuring the AIX BMR Client
Version 1.4.3 The Kernel Group, Inc.
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2. Enter the following command:
./bmrsetupclient
The following is an example of the information the system asks for when
bmrsetupclient runs:
a. Enter BMR server's hostname [aixp152]:
b. Enter the BMR server port number [8362]:
c. Enter this client's network interface used for booting [en0]:
d. Modify the pre-schedule command to automatically run bmrsavecfg? [y]
e. Change pre-schedule command to "/usr/lpp/BareMetal/bmrsavecfg"? [y]
Once this information is entered the system indicates it is running bmrsavecfg for
the first time. When it is finished the machine is completely configured as a Bare
Metal Restore client.
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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Sun Solaris Installation
Installation of Bare Metal Restore involves verifying the minimum system requirements
and installing the BMR server and clients.
Solaris Installation Requirements
The following requirements must be met to use Bare Metal Restore.
ESM Server Requirements
Hardware Requirements:
Any type of machine that can act as an ESM server
Storage space to completely back up all the BMR clients
Software Requirements:
ADSM server version 3.1, or TSM version 3.7 or 4.1
BMR Server Requirements
Hardware requirements:
Any Sparc architecture model of machine that runs Solaris 2.6 or 7.
Network connectivity to the BMR client machines and their ESM server(s)
Software Requirements:
The backup and administrative clients for ADSM version 3.1, or TSM version 3.7
or 4.1.
Note: The version of ADSM or TSM software must be the same version or
higher than the BMR clients version of software.
NFS client software
CHAPTER 2
Solaris Installation Requirements
Version 1.4.3 The Kernel Group, Inc.
33
File Server/Boot Server Requirements
Hardware Requirements:
Network connectivity to the BMR client machines and the BMR server
Enough disk space to hold the SRT filesystems used by clients at restore time,
approximately 300 MB per level of OS supported
Note: Boot servers and file servers must be configured as a single machine.
There must also be one boot server/file server per subnet.
Software Requirements:
Solaris 2.6 or 7
NFS server software
bootparamd server software
Install images of the OS level and ESM client version
BMR Client Requirements
Hardware Requirements:
Any Sparc architecture model of machine that runs Solaris 2.6 or 7
Enough disk space to hold the system being restored
SCSI and IDE disks are the only type of disk drives supported
Network connectivity to the BMR and ESM servers that is available at boot time
Note: SSA drives are not supported by Bare Metal Restore.
Software Requirements:
Solaris 2.6 or 7
The backup client for ADSM version 3.1, or TSM version 3.7.x
Note: Optionally, clients can use Veritas Volume Manager. BMR supports
version 3.03 of Veritas Volume Manager.
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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Installing the BMR Server
Installation of a BMR server includes installing the BMR package and configuring
the BMR server. You must perform this procedure on each BMR server and boot
server/file server.
Note: You must be the root user to perform the BMR server installation
tasks.
Installing the BMR Server Using pkgadd
Use the following steps to install the BMR server using pkgadd.
1. Insert the CD into the CD-ROM drive.
2. Enter the following command:
pkgadd -d <pathname> BMRserver
where the pathname is the path to the Solaris distribution directory.
Note: To find the pathname of the CD-ROM drive, run mount and look
for the mount point of the CD-ROM.
When the BMR server software is installed, you must configure the server using
bmrsetupserver.
Configuring the Sun Solaris BMR Server
The bmrsetupserver program configures the server. This command must be run while
logged in as the root user. bmrsetupserver is run on all three servers.
1. Create a BMR administrator user and group.
The BMR files are owned by the user. The BMR GUI daemon runs as the BMR
administrator user and group. The default user and group is bmradmin.
2. Change the current directory to:
/opt/BareMetal
CHAPTER 2
Configuring the Sun Solaris BMR Server
Version 1.4.3 The Kernel Group, Inc.
35
3. Enter the following command:
./bmrsetupserver
The following is an example of the information the system asks for when
bmrsetupserver runs. Depending on the type of server being configured,
different prompts may or may not appear. The questions below indicate a
system where the BMR, boot, and file servers are all the same machine.
a. Will this machine be a BMR server? [y]
b. Enter BMR server's hostname [somemachine.tkg.com]:
c. Enter the BMR server port number [8362]:
d. Enter the BMR administrator's user name [bmradmin]:
e. Enter the BMR administrator's group name [db2iadm1]:
f. Will this server run the BMR GUI daemon? [y]
g. Enter the GUI server's port number [80]:
h. Enter DSM_DIR (location of dsm.sys) [/usr/lpp/adsm/bin]:
i. Enter 'm' to use /var/bmr/log/messages or 's' to use syslog [s]:
j. Do you want to install the BMR license key? [y]
k. Enter the license key or a file name containing the key:
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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l. Will this machine be a file server? [y]
i. SAMBA is required for NT clients. Do you want SAMBA installed now?
[y]:
ii. Enter the SAMBA user name [bmradmin]:
iii. What network interfaces should SAMBA communicate on? [ ]:
The values entered for this prompt includes all interfaces on the current file
server. Accepting the default value allows SAMBA to share access across
any of these interfaces. If you want to limit the interfaces SAMBA uses you
need to enter a value leaving off the undesirable interfaces.
iv. Do you want to continue with the installation of SAMBA
<SAMBAroot> [y, n?]:
v. What hosts are allowed access to SAMBA? [ ]:
These are interfaces SAMBA uses for browsing.
vi. What directory will you share via SAMBA? [/export/srt/]:
/export/srt should be writable by bmradmin, automatically configuring
this machine as a boot server.
Installing the License Key
Note: If you answered no to step k, did not know the license key at the
time, or want to install it later, the license key can be entered using
this procedure.
1. Change the current directory to:
/opt/BareMetal/sol
CHAPTER 2
Controlling Access to the Administrative GUI
Version 1.4.3 The Kernel Group, Inc.
37
2. Enter the provided license key using the following command:
./lm_keyins -k <license key> -g
The variable <license key> is the key string provided with the product.
Controlling Access to the Administrative GUI
The web-based BMR Administrative GUI allows access only to a specified user.
Administrators must enter the GUI user's username and password in order to gain
access to the BMR GUI.
Note: The username and password used by the BMR GUI have no relation-
ship to the system's usernames and passwords.
By default, only the "bmradmin" user is allowed access to the GUI. The default
password for the default user is "bmradmin". It is highly recommended that you
change this password to something more secure using the following procedure.
As either root or the BMR administrative user:
1. Change the current directory to:
/opt/BareMetal/httpd/bin
2. Enter the following command:
./htpasswd /var/bmr/httpd/shadow/.htpasswd bmradmin
3. Enter the user's password and confirm it when prompted.
If you wish to specify the password on the command line, you may enter:
./htpasswd -b /var/bmr/httpd/shadow/.htpasswd bmradmin
<password>
Bare Metal Restore User Guide
Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
38
Installing the BMR Client
Each BMR client must have the BMR client software installed and its ESM
configuration must be modified to support BMR. Specifically, all client files must be
backed up to the ESM server, and the bmrsavecfg command must be run before each
backup to save the current machine configuration. If bmrsavecfg is not run, the client
cannot be restored.
Before installing the clients you must first define their ESM server(s) on the BMR
server using the procedure described on page 60.
Note: You must be the root user to perform the BMR client installation
tasks.
Installing the BMR Client Using pkgadd
Use the following steps to install the BMR client using pkgadd.
1. Insert the CD into the CD-ROM drive.
2. Mount the CD-ROM drive:
insert command here
3. Enter the following command:
pkgadd -d <pathname> BMRclient
where the pathname is the path to the Solaris distribution directory.
Note: To find the pathname of the CD-ROM drive, run mount and look
for the mount point of the CD-ROM.
When the BMR client software is installed, you must configure the server using
bmrsetupclient.
CHAPTER 2
Configuring the Sun Solaris BMR Client
Version 1.4.3 The Kernel Group, Inc.
39
Configuring the Sun Solaris BMR Client
The bmrsetupclient program configures the client. This command must be run while
logged in as the root user.
1. Change the current directory to:
/opt/BareMetal
2. Enter the following command:
./bmrsetupclient
The following is an example of the information the system asks for when
bmrsetupclient runs:
a. Enter BMR server's hostname []:
b. Enter the BMR server port number [8362]:
c. Enter this client's network interface used for booting [hme0]:
d. Modify the pre-schedule command to automatically run bmrsavecfg? [y]
e. Change pre-schedule command to "/opt/BareMetal/bmrsavecfg"? [y]
Once this information is entered the system indicates it is running bmrsavecfg for
the first time. When it is finished the machine is completely configured as a Bare
Metal Restore client.
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Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
40
HP-UX Installation
Installation of Bare Metal Restore involves verifying the minimum system requirements
and installing the BMR server and clients.
HP Installation Requirements
The following requirements must be met to use Bare Metal Restore.
ESM Server Requirements
Hardware Requirements:
Any type of machine that can act as an ESM server
Storage space to completely back up all the BMR clients
Software Requirements:
ADSM server version 3.1, or TSM version 3.7 or 4.1
BMR Server Requirements
Hardware requirements:
Any model of machine that runs HP-UX 10.20 or higher
Network connectivity to the BMR client machines and their ESM server(s)
Software Requirements:
The backup and administrative clients for ADSM version 3.1, or TSM version 3.7
or 4.1.
Note: The version of ADSM or TSM software must be the same version or
higher than the BMR clients version of software.
CHAPTER 2
HP Installation Requirements
Version 1.4.3 The Kernel Group, Inc.
41
Boot Server/File Server Requirements
Hardware Requirements:
Network connectivity to the BMR client machines and the BMR server
Enough disk space to hold the SRT filesystems used by clients at restore time,
approximately 80 MB per level of OS supported
Note: Boot servers and file servers must be configured as a single machine.
Software Requirements:
HP-UX level higher than or the same as the protected clients
Install images of the OS level and ESM client version
GNU zip utility
BMR Client Requirements
Hardware Requirements:
Any model of machine that runs HP-UX 10.20 or higher
Enough disk space to hold the system being restored
SCSI disks are the only type of disk drive supported
Network connectivity to the BMR and ESM servers that is available at boot time
Software Requirements:
HP-UX 10.20 or higher
The backup client for ADSM version 3.1, or TSM version 3.7 or 4.1
Bare Metal Restore User Guide
Installing Bare Metal Restore
The Kernel Group, Inc. Version 1.4.3
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Installing the BMR Server
Installation of a BMR server includes installing the BMR package and configuring
the BMR server. You must perform this procedure on each BMR server and boot
server/file server.
Note: You must be the root user to perform the BMR server installation
tasks.
Installing the BMR Server
Use the following steps to install the BMR server.
1. If they are not already running start three daemons:
pfs_mountd&
pfsd 6&
pfsd.rpc (Six separate instances of this daemon should be ruunning)
To check what daemons are currently running enter the following command:
ps -ef | grep pfs
2. Make a mount point:
mkdir /bmr_cdrom
3. Mount the CD-ROM using the following command:
pfs_mount -o unix <cdrom device path> /bmr_cdrom
Note: To find the device path name run ioscan -nFC disk
4. From the root directory, install the BMR server software using this command:
swinstall -s /bmr_cdrom/hp BareMetal.server
5. Unmount the CD-ROM drive:
pfs_umount /bmr_cdrom
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6. Clean up the installation of BMR:
rm -r /bmr_cdrom
When the BMR server software is installed, you must configure the server using
bmrsetupserver.
Configuring the HP-UX BMR Server
The bmrsetupserver program configures the server. This command must be run while
logged in as the root user. bmrsetupserver is run on all three servers.
1. Create a BMR administrator user and group.
The BMR files are owned by the user. The BMR GUI daemon runs as the BMR
administrator user and group. The default user and group is bmradmin.
2. Change the current directory to:
/opt/BareMetal
3. Enter the following command:
./bmrsetupserver
The following is an example of the information the system asks for when
bmrsetupserver runs. Depending on the type of server being configured,
different prompts may or may not appear. The questions below indicate a
system where the BMR, boot, and file servers are all the same machine.
a. Will this machine be a BMR server? [y]
b. Enter BMR server's hostname [somemachine.tkg.com]:
c. Enter the BMR server port number [8362]:
d. Enter the BMR administrator's user name [bmradmin]:
e. Enter the BMR administrator's group name [db2iadm1]:
f. Will this server run the BMR GUI daemon? [y]
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g. Enter the GUI server's port number [80]:
h. Enter DSM_DIR (location of dsm.sys) [/opt/tivoli/tsm/client/ba/bin]:
i. Enter 'm' to use /var/bmr/log/messages or 's' to use syslog [m]:
j. Do you want to install the BMR license key? [y]
k. Enter the license key or a file name containing the key:
l. Will this machine be a file server? [y]
i. SAMBA is required for NT clients. Do you want SAMBA installed now?
[y]:
ii. Enter the SAMBA user name [bmradmin]:
iii. What network interfaces should SAMBA communicate on? [ ]:
The values entered for this prompt include all interfaces on the current file
server. Accepting the default value allows SAMBA to share access across
any of these interfaces. If you want to limit the interfaces SAMBA uses you
need to enter a value leaving off the undesirable interfaces.
iv. What hosts are allowed access to SAMBA? [ ]:
These are interfaces SAMBA uses for browsing.
v. What directory will you share via SAMBA? [/export/srt/]:
This directory must be writable by the default SAMBA user (nobody).
This is the SRT path that you will create later with bmrcreatesrt.
m. Will this machine be a boot server? [y]
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Installing the License Key
Note: If you answered no to step j, did not know the license key at the
time, or want to install it later, the license key can be entered using
this procedure.
1. Change the current directory to:
/opt/BareMetal/hp
2. Enter the provided license key using the following command:
./lm_keyins -k <license key> -g
The variable <license key> is the key string provided with the product.
Controlling Access to the Administrative GUI
The web-based BMR Administrative GUI allows access only to a specified user.
Administrators must enter the GUI user's username and password in order to gain
access to the BMR GUI.
Note: The username and password used by the BMR GUI have no relation-
ship to the system's usernames and passwords.
By default, only the "bmradmin" user is allowed access to the GUI. The default
password for the default user is "bmradmin". It is highly recommended that you
change this password to something more secure, using the following procedure.
As either root or the BMR administrative user:
1. Change the current directory to:
/opt/BareMetal/httpd/bin
2. Enter the following command:
./htpasswd /var/bmr/httpd/shadow/.htpasswd bmradmin
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3. Enter the user's password and confirm it when prompted.
If you wish to specify the password on the command line, you may enter:
./htpasswd -b /var/bmr/httpd/shadow/.htpasswd bmradmin
<password>
Installing the BMR Client
Each BMR client must have the BMR client software installed and its ESM
configuration must be modified to support BMR. Specifically, all client files must be
backed up to the ESM server, and the bmrsavecfg command must be run before each
backup to save the current machine configuration. If bmrsavecfg is not run, the client
cannot be restored.
Before installing the clients you must first define their ESM server(s) using the
procedure described on page 57.
Note: You must be the root user to perform the BMR client installation
tasks.
Installing the BMR Client
Use the following steps to install the BMR client.
1. If they are not already running start three daemons:
pfs_mountd&
pfsd 6&
pfsd.rpc (Six separate instances of this daemon should be ruunning)
To check what daemons are currently running enter the following command:
ps -ef | grep pfs
2. Make a mount point:
mkdir /bmr_cdrom
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3. Mount the CD-ROM using the following command:
pfs_mount -o unix <cdrom device path> /bmr_cdrom
Note: To find the device path name run ioscan -nFC disk
4. From the root directory, install the BMR client software using this command:
swinstall -s /bmr_cdrom/hp BareMetal.client
5. Unmount the CD-ROM drive:
pfs_umount /bmr_cdrom
6. Clean up the installation of BMR:
rm -r /bmr_cdrom
When the BMR client software is installed, you must configure the server using
bmrsetupclient.
Configuring the HP-UX BMR Client
The bmrsetupclient program configures the client. This command must be run while
logged in as the root user.
1. Change the current directory to:
/opt/BareMetal
2. Enter the following command:
./bmrsetupclient
The following is an example of the information the system asks for when
bmrsetupclient runs:
a. Enter BMR server's hostname []:
b. Enter the BMR server port number [8362]:
c. Enter this client's network interface used for booting [lan0]:
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d. Modify the pre-schedule command to automatically run bmrsavecfg? [y]
e. Change pre-schedule command to "/opt/BareMetal/bmrsavecfg"? [y]
Once this information is entered the system indicates it is running bmrsavecfg for
the first time. When it is finished the machine is completely configured as a Bare
Metal Restore client.
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Windows NT Installation Requirements
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Windows NT Client Installation
Windows NT Installation Requirements
The following requirements must be met to use Bare Metal Restore.
Server Requirements
The BMR servers must be a UNIX (AIX, Solaris, HP-UX) system. Refer to the
previous sections in this chapter for the basic system requirements for the BMR
server, boot server, file server and the ESM server.
To support NT clients, the file server must have an SMB server installed. Refer to the
previous sections in this chapter about running bmrsetupserver for instructions on
installing the SMB server.
BMR Client Requirements
Hardware Requirements:
ISA or PCI based PC
200 MB of Hard Disk space
Ethernet card with a NDIS 2.0 (DOS) driver available
Software Requirements:
Windows NT 4.0 with Service Pack 3 - 6a
The backup client for TSM version 3.7 or 4.1 or ADSM 3.1
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Backing Up the Windows Registry
Unlike your previous ESM solutions, backing up the Windows NT registry was
unnecessary because the operating system was not backed up when your ESM clients
were backup. With Bare Metal Restore, backing up the Windows NT registry is
essential for a smooth client restoration.
Registry Backup with TSM
Please make sure that the dsm.opt and adsm.sys are set to follow these rules.
The TSM dsm.opt file does not contain the value: BACKUPRegistryNo
%SYSTEMROOT%\adsm.sys is not excluded from the backup list.
Both dsm.opt and adsm.sys are located on the individual TSM client machine. The
values listed here are the TSM default values. For more information consult the Tivoli
Storage Manager documentation.
Installing the BMR NT Client
Use the following steps to install the BMR client.
1. Insert the BMR CD into the CD-ROM drive.
2. Click Start - Run - and type D:\setup.exe, where D: is the letter of your
CD-ROM drive.
If your CD-ROM has Autorun enabled, the install shield runs automatically
when the disk is put into the drive. The install shield loads and the installation
screen appears.
3. Click Next after reading the information on the installation screen.
4. Select the Program Folder for Bare Metal Restore to be installed in.
5. Click Next.
The program installs into the default directory.
(C:\Program Files\TKG\BareMetal\)
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Configuring the NT BMR Client
The bmrsetupclient program configures the client.
To configure the NT client for BMR:
1. Click Start - Programs - Bare Metal Restore - bmrsetupclient
The bmrsetupclient wizard begins.
Configuring the NT BMR Client
2. Enter the BMR Server Name
3. If the default BMR server port is incorrect, enter the correct BMR server port
number.
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4. Click Next.
The DSM.opt file screen displays.
DSM.opt Configuration File
5. Using the browse button, find the DSM.opt file.
6. Click Next.
The setupclient verification screen displays.
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Setupclient Information Verification
7. Click Finish.
The BMR client creates the reservation space, registers the client, verifies the
license, and completes the setup process.
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Once this information is entered the system indicates it is running bmrsavecfg for
the first time. When it is finished the machine is completely configured as a Bare
Metal Restore client.
The first NT client that is registered with the BMR server using bmrsetupclient
prints a warning stating an SRT needs to be created. Refer to the section, Creating a
Shared Resource Tree for Windows NT, for information about the bmrinitSRT
command.
The Kernel Group, Inc. Version 1.4.3
3 Configuring Bare Metal Restore
Once Bare Metal Restore is installed on the BMR server, file server, boot server and
clients you may view and change their configuration using the BMR graphical user
interface or the bmrconfig command. This chapter describes how to use the BMR
administrative GUI to view and configure the BMR components.
Accessing the BMR Graphical User Interface
To access the BMR GUI:
1. Run a web browser on the BMR server.
2. Enter the URL consisting of the localhost and the GUI port defined during
installation.
For example, if the BMR server is on port number 8080 you would specify
"http://localhost:8080" as the URL.
Note: If you run the GUI server on port 80 you do not need to specify the
port number in the URL.
3. Enter "bmradmin" as the username and the password that you defined during
installation.
The BMR navigation bar displays on the left hand side of the screen:
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Bare Metal Restore Navigation Bar
Field Definition
BMR Server Link to the BMR server configuration screen.
Log File Link to the last 50 lines of the BMR log file. This is helpful with
troubleshooting.
License Info Link to BMR license information.
ESM Servers Link to the ESM server selection screen.
Shared Resource Tree Link to a list of available SRTs selection screen.
Boot Images Link to a list of available boot images.
Clients Link to a list of BMR clients associated with this BMR server.
Bare Metal Restore Navigation Bar
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Add ESM Servers
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All the functions of Bare Metal Restore can be accessed through the use of the BMR
navigation bar. This chapter covers configuring all the components necessary to use
BMR. These components are:
BMR Server
Enterprise Storage Management (ESM) Server
Shared Resource Tree
Boot Image
BMR Client
There are two common buttons used throughout the Bare Metal Restore GUI. The
two buttons are the Save button and the Cancel button. The Save button saves any
changes made to the fields on the screen. The Cancel button resets the screen to
appear as it was before you editted the fields. In some situations pressing the Cancel
button returns you to the selection screen.
Some screens, such as the list of available SRTs, have the ability to sort alphabetically
and numerically. By clicking on the field heading, it sorts that fields contents either
alphabetically or numerically depending on the fields contents. Here is an example of
the field headings on the SRT selection screen.
Sort Fields Example
Add ESM Servers
To add a new ESM server:
1. Click on the ESM Server link on the navigation bar.
The ESM servers already configured display on the screen:
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2. Click on the Add ESM button.
The Add Enterprise Storage Management server screen displays.
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Adding an ESM Server
3. Enter the name of the ESM server.
4. Enter the IP address for the ESM server.
Field Definition
ESM Server Name The name of the ESM server. This is the name the BMR server calls the
ESM server, and is not necessarily the same as the ESM servers hostname,
or the name that its ESM clients call it.
ESM Server IP Address The IP address for this ESM server.
ESM Server IP Port The TCP port used to contact this ESM server.
ESM Administrator User Name The administrator name for this ESM server.
Adding an ESM Server
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5. Enter the ESM server IP port number.
6. Enter the ESM administrator user name for this ESM server.
7. Click Save.
The system creates the ESM server.
If at any time you wish to cancel adding an ESM server, click the Cancel button. The
Cancel button returns the GUI to the current list of ESM servers.
Configuring ESM Servers
From the ESM Server Configuration screen you can modify the information for the
selected server.
ESM Server Configuration
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Adding an IP Address to an ESM server
To add an IP address to an ESM server:
1. If necessary, enter the IP address to add.
2. Click Save.
The new IP address is added.
Deleting an IP Address from an ESM Server
To delete an IP address from the ESM server:
1. Highlight the desired IP address.
2. Click the Delete Address button.
The selected IP address is deleted.
Modifying an Existing ESM Servers ESM Port
To modify an existing ESM servers ESM port number:
1. Enter the new ESM port number.
2. Click Save.
The ESM port number is changed.
Modifying an Existing ESM Administrator User Name
To modify an existing ESM administrator user name:
1. Enter the new ESM administrator user name.
2. Click Save.
The ESM administrator user name is changed.
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Viewing the BMR Server Configuration
The BMR server configuration is defined using bmrsetupserver (on page 25) and can
be viewed using the GUI. To view this configuration click on the BMR Configuration
button on the BMR main menu.
The following screen is an example of the information found on the BMR server
configuration screen.
BMR Server Configuration
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BMR Log File
The BMR log file is useful when troubleshooting problems that may occur. Here is an
example BMR server log file screen.
Field Definition
BMR Server Name The name of the BMR server.
BMR Server Hostname The hostname of the BMR server.
BMR Server IP Address The network IP address of the BMR server.
BMR Server Netmask The network mask of the BMR server.
BMR Server Port The port the BMR server listens to.
BMRDIR The directory where BMR is installed. The executables are installed in this
directory.
BMR DSM_DIR The location of the BMR servers private ESM directory.
BMR DSMconfig The ESM options file used by BMR.
BMR datadir The directory where BMR stores its data.
BMR state The current state of the BMR server.
BMR OS The operating system of the BMR server.
BMR log directory The directory where BMR events are logged.
BMR log file Defined as messages if logged to a file or syslog if logged to syslog.
BMR Server Configuration
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BMR Server Log File
BMR License Information
The BMR license information screen displays the number of total licenses available
and the number of licenses current being used by BMR clients. This screen also
displays a list of those clients that are registered with the BMR server. This screen
also lists the version of BMR you are using. Here is an example of the BMR License
Information screen.
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Creating a Shared Resource Tree for AIX
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BMR Server License Information
Creating a Shared Resource Tree for AIX
Creating a shared resource tree (SRT) is not necessary before configuring the rest of
Bare Metal Restore. However, an SRT is required to perform a restore.
Approximately 300 MB is needed to create an SRT. Creating an SRT can take up to
30 minutes.
An ADSM/TSM client must be installed into the SRT. It is the ADSM/TSM client
software installed into the SRT that is used by the BMR client to restore its files from
the ADSM/TSM server. Once a machine is backed up using a certain level of the
ADSM/TSM client software, it may not be restorable with a lower level of the
ADSM/TSM client software. The latest level of ADSM/TSM client software
available should be installed into the SRT.
Note: This command must be run while logged in as the root user.
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Creating an SRT for ADSM
On the appropriate BMR file server:
1. Change the current directory to:
/usr/lpp/BareMetal
2. Enter the following command:
./bmrcreatesrt
The following is an example of the information the system asks for when
bmrcreatesrt runs:
a. SRT name: 1423t_420_31adsm
b. SRT location [/export/srt/1423t_420_31adsm]:
c. SRT OS level 41, 42 or 43 []: 42
d. Source of AIX install images [/dev/cd0]:
e. Hit return to accept or enter alternate [xlC.rte 3.6.4.0]:
f. Source of the install image [/dev/cd0]: demo:/export/software/AIX/adsm31
g. Hit return to accept or enter alternate [adsm.client.aix42.common]:
h. Source of the install image [demo:/export/software/AIX/adsm31]:
i. Hit return to install required fileset [adsm.client.aix42.base]:
j. Source of the install image [demo:/export/software/AIX/adsm31]:
k. Additional fileset name:
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Creating an SRT for TSM
On the appropriate BMR file server:
1. Change the current directory to:
/usr/lpp/BareMetal
2. Enter the following command:
./bmrcreatesrt
The following is an example of the information the system asks for when
bmrcreatesrt runs:
a. SRT name:
b. SRT location [/export/srt/aix4xx]:
c. SRT OS level 41, 42 or 43 []:
d. Source of AIX install images [/dev/cd0]:
e. Do you want to install TSM or ADSM? [TSM]:
f. Hit return to accept or enter alternate [tivoli.tsm.client.ba.aix43.32bit]:
g. Source of the install image [/dev/cd0]:
h. Additional fileset name:
When all of this information is entered correctly, the SRT is created.
Creating a Shared Resource Tree for Sun Solaris
Creating a shared resource tree (SRT) is not necessary before configuring the rest of
Bare Metal Restore. However, an SRT is required to perform a restore.
Approximately 300 MB is needed to create an SRT. Creating an SRT can take up to
30 minutes.
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A Solaris SRT requires an appropriate boot image such as the bootable operating
system CD-ROM. For Solaris version 7 SRTs, patch 106327 is required in all
situations. For Solaris 7, 64-bit boot images patch 106300 is also required. This is
indicated in step f of this procedure.
A TSM client must be installed into the SRT. It is the TSM client software installed
into the SRT that is used by the BMR client to restore its files from the TSM server.
Once a machine is backed up using a certain level of the TSM client software, it may
not be restorable with a lower level of the TSM client software. The latest level of
TSM client software available should be installed into the SRT.
Note: This command must be run while logged in as the root user.
On the appropriate BMR file server:
1. Change the current directory to:
/opt/BareMetal
2. Enter the following command:
./bmrcreatesrt
The following is an example of the information the system asks for when
bmrcreatesrt runs:
a. SRT name []:
b. Enter desired level of Solaris/SunOS (2.6/5.6 or 7/5.7) [5.X]:
c. Enter SRT path to use []:
d. Enter a [hostname:/]pathname containing a suitable Solaris 2.X boot
CDROM or SRT image [/cdrom/cdrom0/s0]:
If this is a Solaris/SunOS 7/5.7 SRT
e. Enter a [hostname:]/pathname containing the Solaris 7 106327-* and
106300-* patch images required by TSM [/export/share]:
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f. Enter a [hostname:]/pathname containing the TSM package images
[/export/share]:
g. Enter a patch or package name to install additional software in SRT, or
nothing if done: []:
For an SRT that supports Veritas Volume Manager on Solaris 2.6 and Solaris 7 see
Installing Veritas Volume Manager into a Sun Solaris SRT, if not the SRT is created
when this information is entered correctly.
Installing Veritas Volume Manager into a Sun Solaris SRT
To add Veritas Volume Manager support to a Sun Solaris SRT the procedure from
above (Creating a Shared Resource Tree for Sun Solaris ) continues.
Patches 109104 and 106541 are only required if installing VRTSvxvm into a Sun
Solaris 7 SRT. All other supported versions of Solaris do not require a patch. If only
installing VRTSvxfs into a Sun Solaris 7 SRT, a no patch is required. If installing
VRTSvxvm and VRTSvxfs into a Sun Solaris 2.6 SRT no patch is required.
Note: The first step in this procedure continues with the last step (Step i)
in Creating a Shared Resource Tree for Sun Solaris .
a. Enter a patch or package name to install additional software in SRT, or
nothing if done: []: 109104-01
b. Enter a [hostname:]/pathname containing the 109104-01 patch image
[/export/share/patches]:
Note: If the second patch is not located in the same place as the first, there
is a second prompt requesting the location of the patch.
c. Enter a patch or package name to install additional software in SRT, or
nothing if done: []: 106541-11
d. Enter a patch or package name to install additional software in SRT, or
nothing if done: []: VRTSvxvm
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e. Enter a [hostname:]/pathname containing the VRTSvxvm package image
[/export/share/packages]:
Note: If VRTSvxfs is not located in the same place as VRTSvxvm, there is a
second prompt requesting the location of the file.
f. Enter a patch or package name to install additional software in SRT, or
nothing if done: []: VRTSvxfs
g. Enter a patch or package name to install additional software in SRT, or
nothing if done: []:
Creating a Shared Resource Tree for HP-UX
Creating a shared resource tree (SRT) is not necessary before configuring the rest of
Bare Metal Restore. However, an SRT is required to perform a restore.
Approximately 300 MB is needed to create an SRT. Creating an SRT can take up to
30 minutes.
A TSM client must be installed into the SRT. It is the TSM client software installed
into the SRT that is used by the BMR client to restore its files from the TSM server.
Once a machine is backed up using a certain level of the TSM client software, it may
not be restorable with a lower level of the TSM client software. The latest level of
TSM client software available should be installed into the SRT.
In order to install TSM 4.1.0 in an HP SRT, the TIVsm package tar file stored on the
TSM 4.1.0 CD-ROM must first be expanded into a directory. For example, if the
CD-ROM has been mounted over a mount point called /cdrom and the current
directory where you want to expand the TIVsm package tar file, run:
tar xvf /cdrom/tsmcli/hp11/TIVsm
Then when prompted for the location of the TIVsm package, enter the path to the
directory where the expanded files were placed.
Note: This command must be run while logged in as the root user.
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On the appropriate BMR file server:
1. Change the current directory to:
/opt/BareMetal
2. Enter the following command:
./bmrcreatesrt
The following is an example of the information the system asks for when
bmrcreatesrt runs:
a. SRT Name:
b. SRT location[/export/hp11]:
c. SRT OS level [11.00]:
d. Location (device or path) of the Ignite installation media [/dev/dsk/c0t1d0]:
e. Location (device or path) of the TSM/ADSM install media [dev/dsk/c0t1d0]:
When all of this information is entered correctly, the SRT is created.
Creating a Shared Resource Tree for Windows NT
Creating a shared resource tree (SRT) is not necessary before configuring the rest of
Bare Metal Restore. However, an SRT is required to perform a restore.
Approximately 300 MB is needed to create an SRT. Creating an SRT takes at least 20
to 30 minutes.
The ESM client backup files directory is copied into the SRT from the BMR NT
client on which bmrinitSRT is run. The ESM client software in the SRT is used by
the BMR client to restore its files from the ESM server. Once a machine is backed up
using a certain level of the ESM client software, is not restorable with a lower level of
the ESM client software. Because of this, bmrinitSRT should be run on a BMR NT
client with the latest supported level of ESM client software. For Windows NT SRTs,
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Windows NT Server must be used in the SRT. At restore time, this SRT can be used to
restore both NT Server and NT Workstation clients.
Before an SRT can be created on the file server the bmrinitSRT command needs to
run one time on the NT client machine.
On the appropriate Windows NT Server client machine:
1. Click Start - Programs - Bare Metal Restore - bmrinitsrt.
The bmrinitsrt screen displays.
Initializing an NT SRT
2. Enter a name for this SRT.
3. Enter the product key for the Windows NT Server CD-ROM.
4. Enter the location of the NT Server CD-ROM or install image.
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5. Enter the name of the BMR file server.
6. Click Create.
On the appropriate BMR file server:
Note: This command must be run while logged in as the root user.
7. Change the current directory to the location where bmrcreatesrt is located.
This example uses the directory location for an AIX SRT.
usr/lpp/BareMetal
8. Enter the following command:
./bmrcreatesrt -a nt
The following is an example of the information the system asks for when
bmrcreatesrt runs:
a. SRT name:
b. SRT path:
Configuring a Shared Resource Tree
The SRT Configuration screen allows for configuration of the file server hostname,
the file server IP address, and the file server netmask. The SRT Configuration screen
allows for viewing of other important information related to the selected SRT.
Modifying a Shared Resource Tree
To modify an SRT:
1. Select an SRT from the SRT selection menu.
2. Click SRT Configuration.
The current configuration for the selected SRT displays on the screen.
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3. Modify the desired fields.
4. Click Save Changes.
The changes to the selected SRT are saved.
Field Definition
SRT Name The name of the selected SRT. The SRT name is set when bmrcreatesrt is
run.
SRT Architecture The hardware architecture for this SRT.
SRT OS The operating system of this SRT.
SRT OS Level The operating system version of this SRT.
SRT Path The path to the selected SRT.
SRT State The current state of this SRT.
SRT Version The version of this SRT.
SRT Checksum The checksum of the SRT used for verification.
File Server Hostname The hostname of the file server.
File Server IP Address The IP address of the file server.
File Server Netmask The IP netmask of the file server.
File Server Port The port number for the file server.
Shared Resource Tree Configuration
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Deleting a Shared Resource Tree
To delete an SRT:
1. Select the desired SRT from the selection menu.
2. Click SRT Configuration.
The SRT Configuration screen displays.
3. Click DELETE This SRT.
A confirmation screen displays.
4. Click DELETE.
The selected SRT is deleted and BMR returns to the list of available SRTs.
Additional Driver Support for Windows NT
If your BMR NT client requires additional driver support for the NT restore to be
successful, you can use the add driver command to add these drivers to an NT SRT.
There are two types of drivers which can be added. These types of drivers are network
interface card (NIC) drivers and mass storage device drivers not found in the base
installation of NT.
Adding Network Interface Card Driver Support
NIC tags come from three locations: the running system, the install floppy, and the
Windows NT catalog file. The tag on the running system can be found with the
command 'ipconfig -all' and dropping the last digit from "Ethernet adapter." To have
an uninterrupted restore, this tag must match either a tag in the Windows NT catalog
file or the [Options] stanza of the oemsetup.inf file. After running the bmradddriver
wizard, match the CLnictag property for the client with the DRVtag property for the
NIC driver. Change CLnictag to match if needed.
To add a network interface card driver to an SRT:
1. Click Start - Programs - Bare Metal Restore - bmradddriver.
The BMR Add Driver wizard opens.
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Adding a NIC driver to an SRT
2. Enter the SRT name to which this NIC driver is being added.
3. Enter a name for this driver. This is can be a name independent of the file name
of the driver. A unique name allows easy identification of which driver goes
with which NIC card as there can be numerous drivers installed into any one
SRT.
4. Select the type of NIC card using the pull down menu.
5. Enter the pathname to the oemsetup.inf file describing the driver for this NIC
card.
6. Click Add.
To cancel adding this driver to the selected SRT click Cancel.
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Adding Mass Storage Driver Support
To add a mass storage device driver to an SRT:
1. Click Start - Programs - Bare Metal Restore - bmradddriver.
The BMR Add Driver wizard opens.
Adding a Mass Storage Device Driver to an SRT
2. Click on the Mass Storage Driver radio button.
3. Enter the SRT name to which this mass storage device driver is being added.
4. Enter a name for this driver. This can be a name independent of the file name of
the driver. A unique name allows easy identification of which driver goes with
which mass storage device as there can be numerous drivers installed into any
one SRT.
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5. Enter the pathname to the txtsetup.oem file describing the files for this mass
storage device driver.
6. Click Add.
To cancel adding this driver to the selected SRT click Cancel.
Mass Storage Driver Alternative Manual Procedure
If the txtsetup.oem file does not have a [Disks] stanza that points to the driver files,
you can use this procedure to manually install a mass storage driver into the SRT.
Some mass storage device (MSD) drivers have installation utilities other than the
standard NT installation mechanism using txtsetup.oem. If your MSD does not come
with a floppy, or equivalent directory on CD, containing a txtsetup.oem file and the
required driver files, the following procedure can be used to create the file. It is
always better to have the device driver floppy from the manufacturer than follow this
manual procedure.
1. Determine location of driver files and oemsetup.inf file.
2. In the directory with the driver files, create a txtsetup.oem file following this
template:
[Disks]
d1 = "My MSD driver string that isn't used", \<any file in
directory>, \
[Defaults]
scsi = MSDTAG [scsi] MSDTAG = "Any descriptive string,
unique for each MSD"
[Files.scsi.MSDTAG]
driver = d1, <file1.sys>, ARBITRARYTAG1
driver = d1, <file2.sys>, ARBITRARYTAG2
...
inf = d1, oemsetup.inf
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3. Run the bmradddriver wizard.
Creating a Boot Image
Once an SRT is created a boot image associated with that SRT can be created at any
time in advance of client restoration. In this example the SRT is from an AIX client.
Therefore, the boot image is an AIX boot image. For Sun Solaris and HP-UX there
are no additional fields. However, some fields do not appear because they do not
apply to those operating systems.
To create a boot image:
1. Click on the Shared Resource Trees link in the navigation bar.
2. Click on the SRT you wish to create a boot image from.
The SRT Configuration screen appears.
3. Click Create Boot Image.
The Create AIX Boot Image screen displays:
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Create New AIX Boot Image
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4. Enter the name for the boot image.
5. Enter the name of the boot server.
6. Enter the boot server port.
7. Enter the path to the boot image.
8. Select the correct architecture.
9. Select the correct processor type.
10. Select the type of network interface card.
11. Click Create.
Field Definition
BI Name The name of the selected boot image. The BI name is defined in the
previous screen.
SRT Name The name of the associated SRT. This is selected from the main menu
before starting the create boot image process.
Boot Server The name of the boot server where the boot image will be located.
Boot Server Port The port number of the boot server.
BI Path The path to the boot image on the boot server. This field is only applicable
for the AIX operating system.
Architecture The architecture this boot image supports. This field is only applicable for
the AIX operating system.
Processors The number of processors this boot image supports. This field is only
applicable for the AIX operating system.
NIC Type The type of network card this boot image supports. This field is only
applicable for the AIX operating system.
Create a New AIX Boot Image
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Configuring a Boot Image
The Boot Image configuration can be modified using the graphical user interface.
Here is an example of the Boot Image configuration screen.
Boot Image Configuration
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The Boot Image Configuration screen allows for configuration of the boot server
hostname, the boot server IP address, and the boot server IP netmask. The Boot Image
Configuration screen allows for viewing of other important information related to the
selected boot image.
Field Definition
BI Name The name of the selected boot image.
BI Path The path to the boot image on the boot server.
BI OS The operating system of the boot image.
BI OS Level The operating system version of the boot image.
BI Processors The number of processors this boot image supports.
BI Network Card The type of network card this boot image supports.
BI Architecture The architecture this boot image supports.
BI State The current state of boot image.
SRT Name The name of the SRT associated with this boot image.
Boot Server Hostname The hostname of the boot server.
Boot Server IP Address The IP address of the boot server.
Boot Server IP Netmask The IP netmask of the boot server.
Boot Server Port The port number for the boot server.
Boot Image Configuration
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Modifying a Boot Image
To modify a Boot Image Configuration:
1. On the BMR navigation bar click Boot Images.
2. Select the boot image you wish to modify.
3. Modify the desired fields.
4. Click Save.
The changes to the selected boot image are saved.
Deleting a Boot Image
To deleted a boot image:
1. On the BMR navigation bar click Boot Images.
2. Select the boot image you wish to modify.
The Boot Image Configuration screen appears.
3. Click Delete.
A confirmation screen displays.
4. Click DELETE.
The selected boot image is deleted and BMR returns the list of available boot images.
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Creating a Windows NT Floppy Boot Disk
A BMR floppy boot disk allows an NT BMR client machine to be completely
restored if your clients network card is not able to boot from the network.
To create a media boot disk:
1. Click Start - Programs - Bare Metal Restore - bmrfloppy.
The BMR Boot Floppy Wizard opens.
NIC Driver Information
2. Enter the path to the DOS NDIS2.0 driver for your ethernet card. These drivers
can be found on the network card vendor CD, floppy, or on the vendors
website.
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3. Click Next.
Boot Floopy Creation Options
This screen allows you to choose from two types of BMR floppy boot disks. The first
option is to create a generic floppy boot disk. It configures the disk to work on any
system with the brand and type of network card found in the client machine. The
second option is for a completely automated restore which requires no intervention
once the restore begins. This option configures this boot disk specifically for the
client machine so it cannot work on any other system.
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Generic Boot Floppy Creation
From the Boot Floopy Options screen:
1. Click the Generic radio button.
2. Click Next.
.
Insert a Floppy
3. Insert a floppy disk into the drive
4. Click Finish.
The BMR Boot Floppy wizard creates the generic floppy boot disk. Remember
to remove the new BMR boot floppy from the drive and store it in a safe place.
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Accidentally booting from this disk can cause your system to be wiped whether
or not a BMR restore is scheduled or ready to be performed.
With this type of BMR boot disk, the system asks for additional information at restore
time. See Initiating a Restoration of an NT Client on page 115 for more information
about initiating a floppy boot at restore time.
Custom Boot Floppy Creation
To create a customized BMR Boot Floppy:
1. Starting at the Boot Floppy options screen select the Customized radio button.
Floppy Creation Options
2. Click Next.
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Client IP Information
3. Select the appropriate client for this boot disk by selecting it from the pull down
menu.
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BMR Client Selection
The IP address and Subnet Mask change automatically depending on the client
selected. If this client uses DHCP click on the Obtain an IP address from a
DHCP server radio button.
4. Click Next.
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Extra Safety Prompt Selection
5. When used, the BMR boot floppy destroys all existing partitions on the machine
being restored. To prevent against accidents when using a customized boot
floppy, a safety prompt can be added to the disk. To select whether or not to
have a safety prompt, click on the appropriate selection. A safety prompt can
help guard against accidently booting from the disk when the disk is in the
drive.
6. Click Next.
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Save Partition
7. If your machine has a partition on it that is unreadable to Windows NT, click
Yes on this screen. To determine if your special partition can be saved during
the restore process, use the following guidelines:
Is the partition less than 1GB? This limit ensures room for DOS to create the
restore partition.
Is the partition at the start of the drive? This restriction prevents a partition
being placed such that the remaining partitions cannot fit on the drive.
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Is the partition recognizable to DOS as a primary partition? DOS can only
create a single primary partition. Because all DOS primary partitions are
readable by NT, primary paritions should be backed up into the ESM and
restored without a custom setup.
Is the type of the partition unique on the system drive? The partition type is
the only indicator that remains constant from live client to restore time. The
position and exact length may change. Because the saved partition
information was backed up for the client, BMR cannot create a duplicate
special partition.
8. Click Next.
Insert a Floppy
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9. Insert a floppy disk into the disk drive.
10. After verifying the information is correct, click Finish.
The BMR Boot Floppy wizard creates the floppy boot disk. Remember to
remove the new BMR boot floppy from the drive and store it in a safe place.
Accidentally booting from this disk can cause your system to be wiped whether
or not a BMR restore is scheduled or ready to be performed. If the disk is
accidently in the drive and you chose to have a safety prompt you can abort the
BMR boot floppy process.
Configuring a BMR Client
BMR clients define themselves to the BMR server when they run the bmrsavecfg
command for the first time. After that point, their configuration is uploaded every
time bmrsavecfg runs, which is generally daily, depending on the ESM backup
schedule.
You can modify a clients configuration using the GUI, but keep in mind that any
changes made to the Client Hostname, Client Boot IP Address, Client Boot Netmask,
and Client Boot MAC Address fields may be overwritten the next time the client runs
bmrsavecfg.
To configure a BMR client:
1. On the BMR navigation bar click Clients.
2. Select the client you wish to modify.
The Client Configuration screen appears.
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Field Definition
Client Name The name of the selected client.
Allocated BI Name The name of the boot image used by the client at restore time.
Allocated BI SRT Name The name of the SRT used at restore time.
Client Hostname The hostname of the client.
Client Architecture The hardware architecture of the client.
Client OS The operating system of the client.
Client OS Level The clients operating system version.
Client Boot IP Address The IP address of the client at restore time.
Client Boot netmask The netmask used by the client at restore time.
Client boot MAC address The MAC address of the client at restore time.
Client processors This indicates if the client is a single or multi-processor
machine.
Client boot interface The network interface used at boot time.
Client boot console Device to be used as the console during the restore process.
Client boot language Language to be used during the restore process.
Client state The current state of the client.
ESM Server Name The ESM server to which the clients files are backed up.
ESM Client Name The name by which the ESM server knows the client node.
ESM Server IP Address The IP address of the ESM server.
ESM Server alternate IP The IP address the client uses at restore time to reach the ESM server.
Client Configuration
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3. Enter or modify data as appropriate.
4. Click the Save Button to save the changes.
ESM Server Gateway The IP address of the gateway the client uses at restore time to reach the
ESM server.
BMR Server hostname The hostname of the BMR server.
BMR Server IP address The IP address of the BMR server.
BMR Server netmask The netmask of the BMR server.
BMR Server Port The TCP Port number used by the BMR server process.
BMR Server Gateway The IP address of the gateway the client uses at restore time to contact the
BMR server.
Client Configuration
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Client
After completing the installation and configuration of Bare Metal Restore, you are now
prepared to completely restore your BMR client machines from their ESM backups in the
event of a system failure. At least one normal ESM backup of the client machines must
occur after installing BMR, otherwise BMR cannot restore them in the event of a system
failure.
All BMR configuration operations may be performed using the Bare Metal Restore
graphical user interface or the bmrrestore command.
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Preparing for Client Restoration
To prepare for the client restoration using the graphical user interface:
1. Click on the Clients link on the navigation bar.
The Clients list displays on the screen.
2. Click on the client you wish to restore.
The Client Configuration screen displays on the screen:
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Client Configuration
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The following three tables describe sections of the Client Restoration Preparation
screen. The first table contains items that control the properties of the client at boot
time. The second table determines the ESM client back-up image being restored. The
third table describes information necessary for the client to reach the server during the
restoration process.
Field Definition
Client Name The name of the selected client.
Allocated BI Name The name of the boot image used by the client at restore time.
Allocated BI SRT Name The name of the SRT used at restore time.
Client Hostname The hostname of the client.
Client Architecture The hardware architecture of the client.
Client OS The operating system of the client.
Client OS Level The clients operating system version.
Client Boot IP Address The IP address of the client at restore time.
Client Boot Netmask The netmask used by the client at restore time.
Client Boot MAC Address The MAC address of the client at restore time.
Boot Control Configuration
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3. Enter or modify the client-specific information. If necessary, be sure the BMR
Server Gateway field contains the default gateway the client uses to contact the
BMR server.
4. Click Save.
5. Click Prepare to Restore.
Field Definition
ESM Server Name The ESM server to which the clients files are backed up.
ESM Client Name The name by which the ESM server knows the client node.
ESM Server IP Address The IP address of the ESM server.
ESM Server Alternate IP The IP address the client uses at restore time to reach the ESM server.
ESM Server Gateway The IP address of the gateway the client uses at restore time to reach the
ESM server.
ESM Client Restore Configuration
Field Definition
BMR Server Hostname The hostname of the BMR server.
BMR Server IP Address The IP address of the BMR server.
BMR Server Netmask The netmask of the BMR server.
BMR Server Port The TCP Port number used by the BMR server process.
BMR Server Gateway The IP address of the default gateway the client uses at restore time to
contact the BMR server.
BMR Server Configuration
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The Prepare to Restore screen displays.
Prepare to Restore
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Field Definition
Client Name The name of the client to restore.
Allocated BI Name The name of the boot image used by the client at restore time.
ESM Server Name The ESM server to which the clients files are backed up.
ESM Client Name The name by which the ESM server knows the client.
TSM Client Password The password for the TSM Client.
TSM Admin Password The password for the TSM administrator.7
Restore Selects whether all disks and volumes or only system disks and volumes are
restored.
Logging Enables logging of the restore status to the BMR server. Each client restore
log can take several megs of disk space on the BMR server.
BMR Server IP Address The IP address the client uses to reach the BMR server. This information is
not saved in the database.
BMR Server Netmask The IP netmask the client uses to reach the BMR server. This information is
not saved in the database.
Boot Server IP Address The IP address the client uses to reach the boot server. This information is
not saved in the database.
Boot Server Netmask The IP netmask the client uses to reach the boot server. This information is
not saved in the database.
File Server IP Address The IP address the client uses to reach the file server. This information is
not saved in the database.
File Server Netmask The IP netmask the client uses to reach the file server. This information is
not saved in the database.
Restoration Confirmation
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6. Enter the TSM Client Password.
If the password is known select Use from the selection menu.
If the password is unknown select Set from the selection menu and enter the
TSM Admin password.
Note: The TSM client password entered in this screen becomes the clients
new password, permanently overriding its previous TSM password.
7. Select the desired restore option from the selection menu.
8. Select whether or not to enable logging for the restore.
9. Click the Generate Restore Files button.
Note: If you wish to cancel the restoration after generating the restore files,
run the following command.
bmrcleanup <clientname>
Initiating Client Restoration
Once you have prepared the client for restoration, you can initiate the restoration at
any time by rebooting the client according to the following instructions.
Initiating Restoration of a UNIX Client
To begin the restoration of a UNIX BMR client, boot the machine over the network
from the appropriate boot server. The method of booting a machine over the network
varies depending on its manufacturer and model. Refer to the following sections to
network boot your machine depending on architecture and platform.
Sun Solaris Network Boot
To begin a network boot of a Sun Solaris client:
1. Begin with the machine turned off and turn the client on.
2. Terminate the boot process by pressing the Stop-A key combination.
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3. If the PROM monitor prompts displays a < sign, use the N command to get
to the OK prompt.
4. Enter the following command:
boot <network device>
The network device is the device that points to the BMR boot server. After
entering this command the system boots from the network and continues the
restore process.
HP-UX Network Boot
To begin a network boot of an HP-UX client:
1. Begin with the machine turned off and turn the client on.
2. Press any key when the message To discontinue, press any key within 10
seconds displays. The client continues to boot normally if a key a key is not
pressed within 10 seconds.
The Main Menu opens.
3. Enter the following command:
boot lan
4. Answer No to the prompt asking about interacting with IPL.
5. Select the number of the language you wish the operating system to display. For
example, US English is 61. After entering a number for the language, press
Enter two times to select and confirm this choice.
The HP-UX Ignite Menu opens.
6. Using the arrow key scroll to Run a Recovery Shell.
Wait 30 Seconds and the Network Configuration Menu opens.
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7. Answer the following prompts:
a. Hostname:
b. Internet Protocal address:
c. Default Gateway:
d. Subnet mask:
e. Ignite Server address:
8. Use the arrow key to scroll to OK and press Enter.
The system boots from the network and continues the restore process.
AIX Network Boot
Use the appropriate method to network boot your architecture of AIX client.
AIX Method A (Micro Channel-based RS6K)
To network boot a client :
1. Start with the BMR client powered down.
2. If necessary, insert the IPL ROM emulation disk into the drive and continue
with step 6 after turning the BMR client on.
3. If your system requires IPL ROM emulation put the hardware key in the Service
Position. If your system does not require IPL ROM emulation put the key the
Secure position and continue with step 4
4. Turn the BMR client on.
5. When the LED displays 200, change the key position to Service and press the
yellow reset button.
6. The system should be at the bootp main menu. From the bootp Main Menu,
choose the Select BOOT (Startup) Device. A list of available boot (startup)
devices displays.
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7. Select the appropriate boot device.
8. Select the correct network adapter. This should be the adapter with the correct
network type. Network types include ethernet and token-ring. This selection
should also include adapter characteristics. For example adapter characteristics
which may display are thick cable, twisted pair, 16 Mb data rate, or 4 Mb data
rate.
9. Set or change the network address including any leading zeros but excluding .
characters. The following IP addresses are those you need to enter on this
screen.
a. The client machine you are booting in the client address field.
b. Your BMR boot server IP address in the bootp server address field.
c. Your clients gateway in the gateway address field.
Note: If no gateway is used by the client, this field may be left blank.
10. Verify the addresses entered are correct and type 99 to save these settings and
return to the Main Menu.
11. On the main menu, select Send Test Transmission (PING).
12. Select the Start the Ping Test option. If the ping test fails, verify the
addresses are correct and try again. If the ping test succeeds, type 99 to return to
the Main Menu.
13. Select Exit the Main Menu and Start System.
14. Turn the hardware key to the normal position and press Enter.
After you have started a network boot, the remainder of the restoration process is
automatic and requires no manual intervention. Once the client has finished and
reboots itself, it is completely restored.
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AIX Method B (Micro Channel-Based, Symmetric Multiprocessor
Systems)
To network boot this type of AIX BMR client
1. With the power off to the BMR client, turn the hardware key to the Secure
position.
2. Turn the on the BMR client.
3. When the LED displays 200, turn the hardware key to the Service position.
4. Press the Reset button one time.
The Maintenance Menu displays.
5. Select System Boot from the Maintenance Menu.
6. Select Boot from Network from the system boot sub-menu.
The Main Menu displays.
7. Select the Select BOOT (Startup) Device option.
8. Select the network adapter from which the machine will boot. If there are
multiple adapters type 88 to select from a complete list of available installed
adapters. Type the number that corresponds to the network adapter you are
using and press Enter.
The Set or Change Network Addresses Screen displays.
Note: If you are using a Token-Ring network, select the number that corre-
sponds to the ring speed of your environment.
9. The address in the hardware address field should be the same address recorded
in the BMR client information. If the network adapter was changed, this field
must be changed and saved in the client information screen.
10. If this client and the boot server are on the same LAN, leave the IP address
fields as zeros for the bootp request. If there are multiple boot servers on the
LAN or the client is on a different network to the server, enter the client and
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server IP addresses using the following steps to enter the appropriate
information.
a. Type in the client and server IP addresses using leading zeros.
b. If this machine uses a gateway to reach the server, enter the IP address for
the gateway.
c. Type 99 and press Enter to save the address information and return to the
Main Menu.
11. On the main menu, select Send Test Transmission (PING).
12. Type 3 and press Enter.
The ping test is sent. If the ping test fails verify the ip addresses from the
previous screen and try again. Also check to make sure a physical network
connection exists. If the ping test is successful, type 99 and press Enter to return
to the Main Menu.
13. Select the Exit Main Menu and Start System (Boot) menu item.
14. Follow the onscreen instructions to turn the hardware key to the normal
position.
AIX Method C (RSPC Platform Machine)
Starting with the BMR client turned off use the following procedure to network boot
an RSPC platform machine:
1. If necessary, insert the System Management Services (SMS) disk into the disk
drive. If you are required to use an SMS disk and you do not insert it now, a
prompt later in the network boot process will ask you to insert it at that time.
2. Press F4 when icons begin appearing on the bottom of the screen. If F4 is not
pressed before the last icon appears, the client boots normally instead of using
the SMS disk. If you are using an ASCII terminal press 4.
3. Select Utilities from the SMS menu.
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4. From the System Management Services Utilities menu, select Remote Initial
Progam Load Setup.
5. Select IP Parameters from the Network Parameters screen.
6. In the fields, enter the IP addresses of the following machines:
a. The client machine you are booting.
b. The BMR boot server
c. The clients gateway.
Use the BMR boot server IP address for the gateway address if the BMR
boot server and client are on the same subnet. If the BMR boot server and
the BMR client are not on the same subnet use the normal IP address for the
gateway server.
Note: If your network uses broadcasting to obtain a boot image, leave the
IP address fields empty.
7. If prompted, enter the subnet mask for the BMR client. All machines in the
same subnet have the same subnet mask.
8. Press Enter.
The settings save and the Network Parameters menu displays.
9. On the Network Parameters menu, select Ping.
10. Select the network adapter the client uses as its boot device.
11. Verify the displayed IP addresses are the same as the addresses you entered in
the Network Parameters screen. If the addresses are correct, perform a ping test
by pressing Enter. If the addresses are incorrect, press ESC until you return to
the main menu and go back to step 3.
12. Press Enter to acknowledge successfully completing the ping test.
13. If not already on the System Management Services menu, go there and select
the Select Boot Device menu.
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Select the correct network adapter your network uses. This includes the type of
network adapter and the adapter characteristics associated with that adapter. Making
this selection cause the machine to boot over the network automatically.
AIX Method D
This method for network booting an AIX BMR client updates the NVRAM with the
proper addresses for the BMR boot server, client, and gateway address. This type of
network boot can be performed at anytime prior to a BMR restore. Doing this causes
the machine to attempt a network boot from the BMR boot server. If the boot server
does not answer the bootp request, the machine boots from the hard drive. This
method only works when the BMR client is properly prepared for restoration using
the Generate Restore Files from within the graphical user interface. \
Warning: When performing this procedure make sure that a restore is what
you intend to do. Unintentionally preparing a client for
restoration can result in a restore when a restore was not what
you wanted to do.
To restore a client using this method:
1. Log into the client as the root user.
2. Verify the firmware in the BMR client is capable of using the network adapter
as a boot device using this command.
bootinfo -q <network adapter device name>
The output of this command is either 1 or 0. A 1 indicates the network adapter
is capable of network booting. A 0 indicates the network adapter is not
capable of network booting,. If this command indicates the device is not
capable of network booting Method A is not appropriate for you hardware.
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3. Type the following command and record the current boot list.
For AIX 4.2:
bootlist -m normal -o
For AIX 4.1 or earlier:
bootlist -m normal -r
The output using the -r flag is hardware-platform dependant. The output may
be a hexadecimal dump of the boot list or a list of device names.
4. Invalidate the current boot list.
bootlist -m normal -i
5. Change the bootlist using the following commands. Use the IP addresses of the
gateway, boot server, and client machine.
bootlist -m normal <network adapter device name>
gateway=<IP address>
bserver=<IP address>
client=<IP address>
hdisk0
After you have started a network boot, the remainder of the restoration process is
automatic and requires no manual intervention. Once the client has finished and
reboots itself, it is completely restored.
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115
Initiating a Restoration of an NT Client
There are several ways to restore an NT BMR client. Only the initial boot step for
each restoration method differs.
Client Specific Floppy Boot
If you wish to do a floppy boot of an NT client you first create an NT floppy boot disk
by using the procedure on page 86. While creating the floppy boot disk for your
specific BMR client, it also gives you the option of having safety prompts. These
prompts allow you to make sure a restore is what you intend to do before the restore
process begins. This type of restore requires a minimum amount of user intervention.
If during the configuration process you selected to setup a special partition because
Window NT cannot read it, create that partition now. When the partition is created,
the BMR restore process continues normally.
Only with a client specific floppy boot disk will you see the following prompt:
1. What partition do you want to keep? (1-4, 0 to exit)
This prompt can appear in one of two places depending on whether or not you
selected to have a safety prompt during the floppy boot disk creation. If you chose to
have a safety prompt, this question is presented right after it. If you chose not to have
a safety prompt, the question appears as the first question during the restore process.
To answer this question correctly the system displays the the starting cylinder and size
of the partition to help select the correct partition to keep. After answering this
question, the rest of the restore process proceeds automatically, with the saved
partition remaining untouched.
To begin a client specific floppy boot, power on or reboot the client machine from the
floppy drive. If during creation of the floppy boot disk you selected to have a safety
prompt, this prompt appears now. To continue enter yes.
Client Generic Floppy Boot
This is similar to the client specific floppy boot except that during the procedure on
page 86, you chose to be able to use the same disk for multiple NT BMR clients. The
prompts that occur during the machine specific floppy boot disk creation appear here
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when you initiate a restore of your NT client. During this procedure you are also
asked whether your clients use DHCP. This type of restore requires the most amount
of user intervention.
If your system requires a special partition to function correct, create that partition
now. When the partition is created, the BMR restore process continues normally.
To begin a client generic floppy boot, power on or reboot the client machine from the
floppy drive.
The following prompts appear:
1. Enter the share name (e.g., \\machine\dir):
2. Enter the SRT path:
3. Enter the BMR client name:
4. Do you want to save one partition? (y/n)
5. What partition do you want to keep? (1-4, 0 to exit)
Note: Steps 4 and 5 only appear if a special partition was created.
The first reboot erases all the hard drives on the client machine and creates a
temporary BMR restoration partition.
Completing the NT Restore Process
If during the configuration process, you decided to add network card driver support to
your floppy boot disk, the rest the process is completely automatic. If, however, you
did not choose to add network card driver to your floppy boot disk or did something
incorrect during that process the NT restore process continues with the following
procedure.
1. On the second reboot, the client boots off the network or floppy drive.
BMR copies restoration files and files specific to machine being restored. The
third reboot takes place automatically.
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Note: If the client hardware supports it, BMR resets the bootlist to point to
the hard drive. If not, the client reboots off the floppy drive and prints
a message to remove the disk from the floppy drive.
2. When the system reboots off the hard drive a temporary installation of NT is
created. This installation is only used to recover the permanent client
installation of NT. After installation the system reboots again.
3. When the system comes up the Windows NT setup program begins
automatically. If your network card is properly detected by Windows NT, no
error should occur. If your network card is not detected by Windows NT, an
error indicating the Detect Adapters value is missing or invalid.
a. Click OK
This error is accompanied by a second error in all cases indicating the network
failed to start. However if the card was detected but used the wrong device
driver, only the second error occurs. Use the following procedure to recover
from the second error:
b. Click Retry.
c. Click back until the network adaptors selection dialog appears.
d. Deselect any incorrect drivers and click the Select from list button. If no
drivers are listed click the Select from list button.
e. Install the correct driver for your network card.
f. Click Next until the automated setup process continues. At this point the
installation/setup process continues automatically.
g. When Windows finishes accessing the disk in the drive, eject the disk and
store it in a safe place.
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4. When the system is finished with the setup process, it reboots once again from
the hard drive. When the system returns to Windows, it automatically performs
the following operations.
Partitions disks
Reboots again
Formats and restores all the drives in the client machine
Removes the temporary partition created earlier
Cleans up after the BMR restore process to change the state of the client
from restoring to ready.
After these operations finish the Windows NT client is completely restored.
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Appendix A: Command
Reference
Appendix A:
Command Reference
120
bmrconfig
The Kernel Group, Inc. Version 1.4.3
NAME
bmrconfig - Execute BMR configuration actions.
SYNOPSIS
bmrconfig [-h bmrserver [-p port]] -o {define|query|change|cre-
ate|allocate|deallocate|verify} -r {BI|SRT|BMR|ESM|CL}
resourcename args|[key=value]...
Note: There can be multiple [key=value] pairs.
DESCRIPTION
Bare Metal Restore uses the bmrconfig command to configure the various servers and
clients. BMR configuration performs operations (-o) on resources (-r). The bmrconfig
command exists as part of the BMR command line interface. The bmrconfig command
installs on all BMR, File and Boot servers. See the -h flag below for more details. You
must be the 'bmradmin' user or root to run this command.
The bmrconfig command sources /var/bmr/etc/server_env to establish its environment. The
port number, BMRport, is defined after sourcing this file. bmrconfig will try to determine
the proper hostname depending on the resource and operation specified.
There are two modes of configuration, 1) defining values in the BMR database and 2)
performing operations using those database values.
The operations which configure and show database values are:
define Puts values in the database
query Shows database values
change Changes values in the database
Database operations can be performed on any resource although not all attributes of a
resource are accessible.
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bmrconfig
Version 1.4.3 The Kernel Group, Inc.
OPTIONS
-h Specifies the server name. The BMR product has 3 types of servers:
The BMR server of which there is always only one.
A file server (FS) of which there can be more than one.
A boot server (BS) which can also be one of many.
The operation and resource determine which server you need to
specify. For example, all database operations (define, query, and
change) require the BMR server to be specified with the -h option.
All operations on the SRT (Shared Resource Tree) resource require
the FS and all operations on the BI (Boot Image) resource require
the BS.
-p Specifies the port number, overriding the value of BMRport set in /
var/bmr/etc/server_env.
-o Specifies the operation to perform. This in conjunction with r
determines the method to execute. Operations can be one of:
define - Adds values to the database.
change - Changes values in the database.
query - Shows values from the database.
create - Creates specified resource.
allocate - Allocates one resource to another.
deallocate - Reverse of allocate.
verify - Verifies the correctness of a resource.
destroy - Reverse of create.
delete - Removes database entries.
The define, change and query operations modify the BMR database
only.
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bmrconfig
The Kernel Group, Inc. Version 1.4.3
-r Specifies the resource to operate on. Resources are:
BI - Boot Image
SRT - Shared Resource Tree
BMR - Bare Metal Restore Server
ESM - Enterprise Storage manager server
CL - BMR clients.
Not all operations are allowed with all resources. The following
operations and resources are allowed:
1. Operations on the BI resource.
If the -h <host> is specified then <host> is assumed to be the Boot
server (BS) associated with the specified arguments. If -p <port> is
specified then <port> is assumed to be BSport. Otherwise,
BShostname and BSport are taken from the environment.
bmrconfig -o create -r BI <BIname>
bmrconfig -o destroy -r BI <BIname>
bmrconfig -o allocate -r BI [<BIname>] <CLname>
bmrconfig -o deallocate-r BI [<BIname>] <CLname>
bmrconfig -o verify -r BI <BIname>
bmrconfig -o define -r BI <BIname> <define_args>
bmrconfig -o change -r BI <BIname> <change_args>
bmrconfig -o query -r BI <BIname> <query_args>
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bmrconfig
Version 1.4.3 The Kernel Group, Inc.
2. Operations on the SRT resource:
If the -h <host> is specified then <host> is assumed to be the File
server (FS) associated with the specified arguments. If -p <port> is
specified then <port> is assumed to be FSport. Otherwise,
FShostname and FSport are taken from the environment.
(Note that the -o create is not valid. To create an SRT the utility,
bmrcreatesrt is executed directly. This utility is interactive. See the
bcreatesrt man page for more details.
bmrconfig -o destroy -r SRT <SRTname>
bmrconfig -o allocate -r SRT [<SRTname>] <CLname>
bmrconfig -o deallocate -r SRT [<SRTname>]
<CLname>
bmrconfig -o verify -r SRT <SRTname>
bmrconfig -o define -r SRT <SRTname> <define_args>
bmrconfig -o change -r SRT <SRTname> <change_args>
bmrconfig -o query -r SRT <SRTname> <query_args>
3. Operations on the BMR resource:
If the -h <host> is specified then <host> is assumed to be the BMR
server (BMR) associated with the specified arguments. If -p <port>
is specified then <port> is assumed to be BMRport. Otherwise,
BMRhostname and BMRport are taken from the environment.
bmrconfig -o define -r BMR <BMRname> <define_args>
bmrconfig -o change -r BMR <BMRname> <change_args>
bmrconfig -o query -r BMR <BMRname> <query_args>
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bmrconfig
The Kernel Group, Inc. Version 1.4.3
4. Operations on the ESM resource:
If the -h <host> is specified, then <host> is assumed to be the BMR
server (BMR) associated with the specified arguments. If -p <port>
is specified, then <port> is assumed to be BMRport. Otherwise,
BMRhostname and BMRport are taken from the environment.
bmrconfig -o define -r ESM <ESMname> <define_args>
bmrconfig -o change -r ESM <ESMname> <change_args>
bmrconfig -o query -r ESM <ESMname> <query_args>
5. Operations on the CL resource:
If the -h <host> is specified then <host> is assumed to be the BMR
server (BMR) associated with the specified arguments. If -p <port>
is specified then <port> is assumed to be BMRport. Otherwise,
BMRhostname and BMRport are taken from the environment.
bmrconfig -o define -r CL <CLname> <define_args>
bmrconfig -o change -r CL <CLname> <change_args>
bmrconfig -o query -r CL <CLname> <query_args>
ARGUMENTS
Each operation/resource combination may require arguments as
shown above. The definition of these arguments are listed as
follows:
<define_args> Arguments for the define operation are one or
more name=value constructs as in, "name=value" ["name=value"
... ]
<change_args> The arguments to the change operation are also
one or more name=value constructs.
<query_args> The arguments to the query operation are one or
more names as in, "name" ["name" ... ]
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bmrconfig
Version 1.4.3 The Kernel Group, Inc.
RESOURCE ATTRIBUTES
This section describes each attribute for each resource.
SRT:
SRTname Name of the SRT, set by user.
SRTarchitecture The hardware architecture for this SRT.
SRTos Operating system type.
SRToslevel Operating system level.
SRTpath The Path to the SRT.
SRTntshare The SMB Share name of the SRT.
SRTntsharepath The path in the NT Share of the SRT.
SRTntprodid The product id for the SRT.
SRTstate The state of this SRT.
SRTversion The version of this SRT (platform specific values)
SRTchecksum The checksum of the SRT used for verification.
FShostname The hostname of the SRT or File Server
FSipaddr The IP address of the File Server.
FSnetmask The Netmask of the File Server.
FSport The port number used to contact the BMRmaster.
BMR:
BMRname The BMR server name.
OS The operating system of the BMR server.
BMRDIR The directory where executables are installed.
BMRhostname The BMR server hostname.
BMRipaddr The BMR server IP address.
BMRport The BMR server port number.
BMRnetmask The BMR server netmask.
BMRlogtype Logging with syslog or a file.
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The Kernel Group, Inc. Version 1.4.3
BMRlogdir Log directory.
BMRlogfile Log file if not logging with syslog.
BMRdatadir The directory for data.
BMRstate The state of the BMR server
BI:
BIname The Boot Image name. This is user defined.
BIpath The path to the boot image. User defined.
BIos The operating system of BI, aix, sol, hp, nt.
BIoslevel The OS level of the boot image.
BIprocessors The number of processors this BI supports.
BInic The Network Interface Card used by BI.
BIarchitecture The architecture (i.e. sparc, rs6k, ...)
BIstate The state of BI (defined, ready, allocated).
SRTname The Shared Resource Tree (SRT) associated with
this bootimage.
BShostname The hostname of the Boot Server (BS).
BSipaddr The IP address of the BS.
BSnetmask The netmask of the BS.
BSport The port number of the Boot Server.
CL:
CLname The BMR client name of the form: <ESM node
name>,<ESM server>.
BIname The Boot Image this client will use at restore time.
SRTname The Shared Resource Tree this client will use at
restore time.
ESMgateway The gateway (if needed) to reach the ESMserver.
BMRhostname The BMR server's hostname.
BMRgateway The default gateway.
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bmrconfig
Version 1.4.3 The Kernel Group, Inc.
CLarchitecture The hardware architecture of this client machine.
CLos The operating system of CL, aix, sol, hp, nt.
CLoslevel The OS level of the BMR client.
CLprocessors The number of processors this CL supports.
CLconsole The Client's console device.
CLlang The Client's LANG (NLS) variable.
CLhostname The Client's hostname.
CLnic The Network Interface Card used by CL during
boot.
CLipaddr The Client's IP address of the Boot NIC.
CLesmipaddr The alternate IP address used to contact ESM server.
CLnetmask The Client's Netmask of the Boot NIC.
CLmacaddr The Client's MAC address for the Boot NIC.
CLstate The Client's setup state (installed, allocated, ready).
CLport The Client's port number used to contact the BMR
server.
CLbmrdatadir The Client's BMR install directory
CLlonginstdir The Client's BMR install directory long name
CLenadptr The Client's adapter used to talk to the ESM and
BMR
CLnictag Unique DB identifier of NIC DRV
CLslotnumber The location of the Clients NIC (PCI specific)
CLmsdtag Unique DB identifier of Mass Storage Device DRV
ESM:
ESMname Name of the Enterprise Storage Manager (ESM)
server.
ESMaddrs List of server addresses for ESM server.
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bmrconfig
The Kernel Group, Inc. Version 1.4.3
AdminName The administrator name for this ESM server (only
valid for TSM).
ESMport The TCPPort used to connect to this ESM server
(only valid for TSM).
EXAMPLES
Define a boot image:
bmrconfig -o define -r BI sol7_bi SRTname=sol7 BShostname=sol1
BSport=8362
Query the IP address, netmask and MAC address of the above client:
bmrconfig -o query -r CL demo,adsmsvr CLipaddr CLnetmask CLmac-
addr
This command returns:
CLipaddr=198.3.134.34
CLnetmask=255.255.254.0
unset CLmacaddr
Change the IP address of the above client to 10.10.10.34:
bmrconfig -o change -r CL demo,adsmsvr CLipaddr=10.10.10.34
Aallocate a BI named, aix432, to the client, node,adsm:
bmrconfig -o allocate -r BI aix432 node,adsm
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bmrcreatesrt
Version 1.4.3 The Kernel Group, Inc.
NAME
bmrcreatesrt - Create a shared resource tree.
SYNOPSIS
bmrcreatesrt [-a nt]
DESCRIPTION
The bmrcreatesrt command is run on the BMR server or a BMR File server. bmrcreatesrt
creates a Shared Resource Tree (SRT) for BMR clients at a particular operating system
(OS) level. It uses the appropriate installation media. bmrcreatesrt prompts the user for the
SRT name. This name can be any alpha numeric string the user defines. It is recommended
that the SRTname describe the type of client that can use this SRT. SRTs are specific to
client OS and OS level. The specified SRT can be previously defined to the BMR database
using the GUI or the command line interface program, bmrconfig. The defined attributes
for the SRT are the default values used throughout the program. bmrcreatesrt can be run on
a previously created SRT allowing the user to modify any SRT attributes. The following
OS levels are supported for AIX:
4.1.x
4.2.x
4.3.x
The following OS levels are supported for Sun Solaris:
2.6
7
The following OS levels are supported for HP-UX:
10.20
11.00
The following OS levels are supported for Windows NT clients:
NT 4.0 Server
NT 4.0 Enterprise Server
bmrcreatesrt requires the ESM client installation software and any or its prerequisite file
packages. After the SRT is successfully created the following database attributes are
updated in the BMR database:
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bmrcreatesrt
The Kernel Group, Inc. Version 1.4.3
SRTname Name of the SRT, set by user.
SRTarchitecture The hardware architecture for this SRT.
SRTos Operating system type.
SRToslevel Operating system level.
SRTpath The Path to the SRT.
SRTntshare The SMB Share name of the SRT.
SRTntsharepath The path in the NT Share of the SRT.
SRTntprodid The product id for the SRT.
SRTstate The state of this SRT.
SRTversion The version of this SRT (platform specific values)
SRTchecksum The checksum of the SRT used for verification.
FShostname The hostname of the SRT or File Server
FSipaddr The IP address of the File Server.
FSnetmask The Netmask of the File Server.
FSport The port number used to contact the BMRmaster.
OPTIONS
-a nt architecture for NT only.
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bmrrestore
Version 1.4.3 The Kernel Group, Inc.
COMMAND
bmrrestore - The bmrrestore command prepares a client for restoration. The
command is run on the BMR server to restore any BMR client.
SYNOPSIS
bmrrestore [-l] [-P nodepassword] [-r [-W adminpasswd]]
DESCRIPTION
The bmrrestore command allocates the assigned SRT (Shared Resource Tree) and BI (Boot
Image) to the specified client. The following client attributes are required for bmrrestore to
run correctly:
CLname Specified on the command line
BMRhostname Specified in /var/bmr/etc/server_env
The following attributes must be in the database entry for the specified client:
BIname
SRTname
ESMgateway
CLconsole
CLlang
CLhostname
CLipaddr
CLnetmask
CLarchitecture
CLos
CLoslevel
CLprocessors
CLnic
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Command Reference
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bmrrestore
The Kernel Group, Inc. Version 1.4.3
OPTIONS
-l logs the entire restoration process. The log is created in
$BMRlogdir/<clientname>. BMRlogdir is defined in /var/bmr/etc/
server_env.
-P The clients ESM node password.
-W The ESM servers administration password
-R Resets the node password. This requires -W.
-r Restore non-rootvg disk(s) as well.
If the ESM node password is not specified with the -P option then bmrrestore will prompt
for this password.
Appendix B:
BMR Planning Worksheets
Version 1.4.3 The Kernel Group, Inc.
133
Appendix B: BMR Planning
Worksheets
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ESM Server Network Interface Worksheet
ESM Server Name:
ESM Server Software Version
and Release:
Network
Interface
Name
Network Interface Address Network Segment IP
Appendix B:
BMR Planning Worksheets
Version 1.4.3 The Kernel Group, Inc.
135
Network Topology Worksheet
Page ___ of ____
Network
Segment IP
Gateway to
ESM Server
Gateways to other Networks
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136
BMR Server Candidate Worksheet
Candidate ESM Servers
Connectivity
Client Connec-
tivity
Selected BMR Server
Operating System and
Version:
ESM Client software and
Version:
AIX: uname -m
Solaris: hostid
HP: uname -i
BMR License Key
Appendix B:
BMR Planning Worksheets
Version 1.4.3 The Kernel Group, Inc.
137
BMR File Server Worksheet
Page ___ of ____
Number of BMR Clients
Network
Segment IP
Link
Speed
AIX HP-UX NT Solaris
4.1 4.2 4.3 10.20 11.00 4.0 2.6 7 8
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BMR Shared Resource Tree Worksheet
BMR File
Server
Hostname
BMR File
Server OS and
Level
BMR Boot
Server
Yes No
Network
Segment IPs
Served
SRT OS and Level
Require ESM
Client Release and
Version
Third Part Disk Device Driver and Volume Manager Information
Third Party
Software or
Drivers Used
by BMR
Clients
Veritas Volume
Manager
Version:
Veritas File System
Version:
OEM Network
Drivers
OEM Disk Drivers
Other
Appendix B:
BMR Planning Worksheets
Version 1.4.3 The Kernel Group, Inc.
139
Location of Images for SRT Creation
OS
ESM Client
Third Party
Software
Network Driver
Disk Drivers
Other:
Other:
NT License Key
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The Kernel Group, Inc. Version 1.4.3
Appendix C: Technical Support
For technical support with Bare Metal Restore, please contact The Kernel Group:
Email: bmr@tkg.com
Phone: 1-866-435-7854
Fax: 512.433.3200
Please refer to your maintenance agreement for further information about support terms
and conditions.
Bare Metal Restore User Guide
The Kernel Group, Inc. Version 1.4.3
142

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