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Quick Start


Performing the Initial Configuration

Note:
If you intend to configure Tivoli Storage Manager for use in a Microsoft Cluster Server (MSCS) environment, there are certain tasks that you must complete before you begin the initial configuration of the TSM server. Refer to Appendix D, Setting Up Clustering before continuing with this section.

After you have installed Tivoli Storage Manager, do the following:

  1. Double click the TSM Management Console- IconTSM Management Console icon on the desktop.

    The TSM Console window opens.

    Figure 5. TSM Console - Welcome

    TSM Console - Welcome

  2. Expand the Tivoli Storage Manager tree in the left pane until the local machine name is displayed.
  3. Right-click the local machine name and select Add a New TSM Server.

    The Initial Configuration Task List is displayed.

    Figure 6. TSM Console - Welcome

    TSM Console - Initial Configuration Task List

  4. Select Standard configuration or Minimal configuration and click Start. For more information about configuration options, refer to Overview of Initial Configuration.

Note:
If a TSM server instance already exists on the local machine, you will be prompted to confirm that you want to create and configure a new server instance. Be careful to create only the server instances you require. In most cases, only one server instance is necessary.

Initial Configuration Environment Wizard

Figure 7. Initial Configuration - Environment Wizard

Initial Configuration Environment Wizard -- Second Input Page

Configuration Tasks

The Initial Configuration Environment Wizard is the first wizard in the standard configuration sequence. This wizard consists of a Welcome page and a series of input pages that help you perform the following tasks:

First Input Page
Choose whether configuration tips are automatically displayed during the initial configuration process. This additional information can be helpful for new TSM users.

Second Input Page
Choose to configure TSM in a standalone or network environment. Table 11 describes these environments.


Table 11. Standalone vs. Network Environment

TSM Environment Description
Standalone A TSM backup-archive client and TSM server are installed on the same machine to provide storage management for only that machine. There are no network-connected TSM clients.

Client-server communication will be automatically configured.

Network A TSM server is installed. The backup-archive client is optionally installed on the same machine. You are licensed to install network-connected TSM clients on remote machines.

You must configure communications between the remote clients and the server.

Results

The information you provide in this wizard will be used to customize upcoming wizards to reflect your preferences and storage environment.

Performance Configuration Wizard

Figure 8. Initial Configuration - Performance Configuration Wizard

Performance Configuration Wizard -- First Input Page

Configuration Tasks

The Performance Configuration Environment Wizard consists of a Welcome page and a series of input pages that prompt you for the following input:

First Input Page
Estimate how many clients the TSM server will support and the typical size of files to be stored.

Second Input Page
TSM analyzes local drives to determine the best location for initial TSM server volumes.

Results

The information you provide in this wizard, along with the results of an automated analysis of local drives, will be used to determine the best location for three important TSM volumes. (The term volume is used here to refer to space allocated in server random access storage.) Table 12 provides an overview of these volumes.

Table 12. Description of TSM initial volumes

Volume Description
Database Stores information needed for server operations and information about client data that has been backed-up or archived.
Recovery Log Stores information about pending database updates until they are committed.
Disk Storage Pool Stores client data in server disk space. This data can be kept on the server or migrated to another storage resource.

Preferred locations for these TSM volumes will be displayed in the Server Initialization Wizard, which appears later in the initial configuration sequence. You can modify the volume locations and default sizes using that wizard.

Server Initialization Wizard

Figure 9. Initial Configuration - Server Initialization Wizard

Server Initialization Wizard -- First Input Page

Configuration Tasks

The Server Initialization Wizard is the only wizard that appears during the minimal configuration process. It also appears as part of the standard configuration wizard sequence. This wizard consists of a Welcome page and a series of input pages that help you perform the following tasks:

First Input Page
Choose a directory to store files unique to the TSM server instance you are currently configuring.

Second Input Page
Choose directories for initial database, recovery log, and disk storage pool volumes. The default locations shown are preferred, based on the results of the Performance Configuration Wizard analysis.

Choose whether to dynamically extend the size of the database and recovery log by adding volumes as necessary.

Third Input Page
Choose a logon account for the TSM server service, and choose whether the service is started manually or automatically.

Fourth Input Page
Choose a name and password for the TSM server. Some TSM features require a server password.

If a Microsoft cluster server is detected during the standard configuration process, you will be prompted to configure Tivoli Storage Manager for use in a clustered environment. Select Yes to start the Cluster Configuration Wizard. Before you set up a cluster for use with TSM, you will need to do some planning and ensure that your hardware is supported. For a detailed overview and task instructions, refer to Appendix D, Setting Up Clustering.

Note:
The minimal configuration process does not support cluster configuration.

Results

When you complete the Server Initialization Wizard, TSM does the following:

Initialization results are recorded in the initserv.log file in the server directory. If you have problems starting the server after initialization, check this log file for error statements. If you contact technical support for help, you may be asked to provide this file.

Minimal Configuration

If you are performing a minimal configuration, refer to Run a Test Backup for instructions about how to test backup and archive function.

License Wizard

Figure 10. Initial Configuration - License Wizard

License Wizard

Note:
The License Wizard will not appear if you have not installed the TSM license package. The license package is a required TSM component. If the License Wizard does not appear, do the following:
  1. Complete the configuration wizard sequence.
  2. Restart the CD browser and install the license package.
  3. Return to the TSM Console, expand the tree for the TSM server you are configuring, and click Wizards. Select License Configuration from the wizards displayed in the right pane and restart this wizard to register the licenses you have purchased.

Tivoli Storage Manager base license support consists of the following:

You can use the License Wizard to apply these licenses, as well as any additional TSM licenses you have purchased. If you are not sure which additional features you are licensed for, or how many users, check your TSM purchase invoice. If this information is unavailable, use the wizard to select and apply the minimum licensing you require, and then purchase any additional licensing later.

Note:
Licensing terminology refers to client nodes as managed systems. A managed system is a client or server machine that will use TSM client code to transfer data to the TSM server. Managed System for SAN includes LAN support, so only one managed system license is required for each client node.

If you migrated from ADSM, you are required to update your license information.

Configuration Tasks

The License Wizard consists of a Welcome page and one input page that helps you select and apply the license options you have purchased.

To use the License Wizard, do the following:

  1. Select a license description.
  2. Update the Purchased spin box.
  3. Click Apply.
  4. Repeat for other purchased licenses.

Results

The licensing information you provide is registered with the TSM server.

Device Configuration Wizard

Figure 11. Initial Configuration - Device Configuration Wizard

Device Configuration Wizard

The Device Configuration Wizard automatically detects storage devices attached to the TSM server. Use this wizard to select the devices you want to use with TSM, and to configure device sharing if required.

To define a device, select its check box. Any device with an open check box can be defined to the TSM server. A library check box that is partially filled indicates that some of the drives associated with that library have not been selected for use with TSM.

Note:
A solid green check box indicates that the device has been previously defined to TSM. Previously defined devices cannot be manipulated or removed using the wizard. You can use the administrative Web interface or server command line to perform this task.

Configuration Tasks

The Device Configuration Wizard consists of a Welcome page and input pages that help you perform the following tasks:

Manually associating drives
Any drive listed as Unknown must be manually associated with a library. For example, drives attached to a Fibre Channel Switch or a SAN cannot be automatically associated. TSM can determine that the library contains a certain number of drives but cannot acquire their element numbers or addresses. The correct names for these drives will appear at the bottom of the tree as standalone drives. Drag and drop the unknown drive on the correct library. To use a library with TSM, any of its drives displayed as Unknown must be replaced with a valid drive name.
Note:
If you manually associate more than one drive with the same library, you must order the drives according to element number. If you do not arrange the drives correctly, TSM will not work as expected. To determine the element number for a drive, select the drive and click the Detailed tab in the right wizard pane. Use the element number lookup tool to determine the correct position of the drive. If your drive is not listed, refer to the manufacturer's documentation.

Setting up device sharing
To set up device sharing, click the Sharing tab and click the Components button. The Device Sharing dialog is displayed. Follow the directions in this dialog.

Adding virtual or undetected devices
Click the New button to add File-type devices and drives or libraries accessed through an NDMP file server.

Results

The libraries and drives you define to TSM will be available to store data.

Client Node Configuration Wizard

Figure 12. Initial Configuration - Client Node Configuration Wizard

Client Node Configuration Wizard

The Client Node Configuration Wizard allows you to add and register the client nodes that will back up data to the server instance you are currently configuring. The wizard also allows you to specify how the backup data for these clients will be stored, by associating client nodes with storage pools. See Overview of Storage Pools.

To register new client nodes, you must provide client node names and passwords. You can also change storage policy settings by adding or modifying policy domains. TSM storage policy determines how many copies of backed up files are maintained, and how long individual copies of files are retained in storage.

Note:
You should consider using this wizard to register any remote client nodes now, even if you have not yet installed TSM client code on those machines. After you complete the initial server configuration, you can install the client code remotely and configure the client nodes to transfer data to this server. See Installing Clients Using Shared Resources for more information.

Overview of Storage Pools

TSM uses a logical construct called a Storage Pool to represent storage resources. Different storage pools are used to route client data to different kinds of storage resources. Storage pools can be arranged in a hierarchy, with one pointing to another, to allow for migration of data from one type of storage to another. See Arranging the Storage Pool Hierarchy.

TSM provides a default storage pool named DISKPOOL, which represents random-access storage space on the hard drive of the TSM server machine. During server initialization, TSM created one volume (representing a discrete amount of allocated space) in this storage pool. By default, this volume was configured to grow dynamically. You can add more volumes to expand this storage pool as required.

TSM also provides three other default storage pools, which are all set up to point to DISKPOOL. These three storage pools correspond to the three ways TSM manages client data: backup, archive, and space-management. The Client Node Configuration Wizard allows you to work with the backup storage pool, BACKUPPOOL.

By default, data for any client nodes you associate with BACKUPPOOL will be immediately transferred to DISKPOOL. You can store the data in DISKPOOL indefinitely, or just use DISKPOOL as a temporary cache and then migrate the data to any other storage devices represented in the storage pool hierarchy.

For more information, and to configure additional storage pools, refer to the chapter on managing storage pools and volumes in the Administrator's Guide. (See TSM Documentation to access this publication.)

Configuration Tasks

The Client Node Configuration Wizard consists of a Welcome page and several input pages that help you perform the following tasks:

Registering Client Nodes

To register client nodes individually, do the following:

  1. Click the Add button.

    The Properties dialog appears, with the Node information tab selected.

    Figure 13. Properties for Node - Node Information

    Properties for Node - Node Information

  2. Enter the node name and password information.
  3. Consider your storage policy needs.

    By default, the new client node will be associated with the STANDARD storage policy domain. BACKUPPOOL is the default backup storage pool for this domain. You can associate the new client node with a different storage pool by clicking New to create a new policy domain, or Edit to modify the existing policy domain.

    Managing multiple policy domains can significantly increase your administrative overhead, so you should create only the domains you require. For more information, refer to the chapter on implementing policies for client data in the Administrator's Guide.

To detect and register multiple client nodes at once, return to the main wizard panel and click the Advanced button. Follow the instructions in the Properties dialog. You can add clients from a text file, or choose from computers detected in your Windows domain. The TSM console directory contains a file named sample_import_nodes.txt , which defines the format required to import client nodes.

To modify TSM client node information, select a client node name from the right wizard pane and click the Edit button. To delete a client node you just added, select the client node name and click the Delete button.

Note:
You cannot use the wizard to delete a client that was previously defined to the server. You can use the administrative Web interface or server command line to perform this task.

Defining Client/Disk Associations

TSM can be configured for server-free data movement, which allows for full-volume backup and restore of client data stored on dedicated SAN-attached disk. If you are planning to use this feature, you must define the client/disk association to the TSM server. To define this association, do the following:

  1. From the main wizard panel, click the Add button.

    The Properties dialog appears.

  2. Click the SAN Disks tab.

    The Server Free Data Movement Disk Information page appears.

    Figure 14. Properties for Node - SAN Disks

    Properties for Node - SAN Disks

  3. To manually add SAN disk information:
    1. Enter the name that uniquely identifies this SAN disk.

      The name must be entered using the format harddiskX, where X is the disk number defined to the client machine. You can use the MMC Disk Management snap-in to obtain this disk number from the client machine. Refer to the TSM online help for more information.

    2. Enter the serial number that identifies this disk on the SAN. The serial number can be obtained from the disk.
    3. Optionally enter a world wide name for the disk.
    4. Click the Add button.

      The disk will be added to the right pane, and will be associated with this client node when the wizard completes.

  4. To quickly identify and add SAN disk information, click the Detect button and follow the instructions in the Detect SAN Devices dialog.

To modify SAN disk information, select the disk name in the right pane, update any fields, and click the Update button. To remove a SAN disk from the list, select the disk name in the right pane and click the Remove button.

Note:
You cannot use the wizard to remove a disk that was previously associated with this client. You can use the administrative Web interface or server command line to perform this task.

Arranging the Storage Pool Hierarchy

By default, new client nodes will send backup data to BACKUPPOOL, which will immediately migrate the data to DISKPOOL. You can point BACKUPPOOL at any other displayed storage pool to route data there instead. A storage pool can migrate data to one other storage pool. Multiple storage pools can be set up to migrate data to the same storage pool. To see which clients are associated with a storage pool, select a storage pool in the left wizard pane. Any client nodes associated with that pool are displayed in the right pane.

Note:
In a standalone server configuration, it is generally more efficient to back up data directly to tape. However, in a network configuration, consider arranging your storage pools so that client data is backed up to disk and later migrated to tape.

To backup client data directly to tape:
  1. Associate clients with BACKUPPOOL.
  2. Drop BACKUPPOOL on a tape storage pool (for example, 8MMPOOL1).

To backup client data to disk, for migration to tape:
  1. Associate clients with BACKUPPOOL.
  2. Drop BACKUPPOOL on DISKPOOL. (This is the default setting.)
  3. Drop DISKPOOL on a tape storage pool.

Results

Client nodes you have registered can be configured to back up data to this TSM server instance. The backup data will be managed according to way you set up the client's associated storage pool hierarchy.

Media Labeling Wizard

Storage media must be labeled and checked in to TSM before it can be used. Media labels are written at the start of each volume to uniquely identify that volume to TSM. The Media Labeling Wizard only appears if attached storage devices have been defined to TSM.

Slightly different versions of the wizard will appear for automated and manual storage devices. This section describes the media labeling and check-in process for automated library devices.

Configuration Tasks

The Media Labeling Wizard consists of a Welcome page and a series of input pages that help you perform the following tasks:

First Input Page
Select the devices that contain the media you want to label.

Second Input Page
Select and label specific media.

Third Input Page
Check in labeled media to TSM.

Selecting Devices and Drives

Figure 15. Initial Configuration - Media Labeling Wizard (1)

Media Labeling Wizard -- First Input Page

To select a device and any associated drives, check the box next to the device or drive name.

Selecting and Labeling Media

Figure 16. Initial Configuration - Media Labeling Wizard (2)

Media Labeling Wizard -- Second Input Page

To select and label media, do the following:

  1. Check the box next to the media you want to label.
  2. Check Overwrite existing label if necessary, and select from the other available labeling options.
  3. Click the Label Now button.

    The TSM Media Labeling dialog appears.

  4. Enter a label for the media.

    The Media Labeling Wizard supports labels up to six characters long.

  5. Click OK.

    The TSM Media Labeling Monitor dialog appears. Status is displayed and updated throughout the labeling process. When the labeling process is complete, the OK button becomes active. The amount of time this takes can depend on the storage hardware and type of media you are using.

  6. Click OK.

    The new label should appear in the left pane.

  7. After you have finished labeling media, click Next.

    The Media Check-in dialog appears.

Checking in Media

Figure 17. Initial Configuration - Media Labeling Wizard (3)

Media Labeling Wizard -- Third Input Page

This dialog will only appear if you labeled media in the previous dialog.

Results

When the check-in process has completed, media will be available for use by TSM. By default, media volumes will be checked in with scratch status. For more information, refer to the chapter on media management in the Administrator's Guide. (See TSM Documentation to access this publication.)


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