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Backup Recovery and Media Services for iSeries BRMS iSeries Navigator Client Student Guide V5R2M0

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Page 1: Support BRMS

Backup Recovery and Media Services for iSeries

BRMS iSeries Navigator Client Student Guide

V5R2M0

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IntroductionThis document describes the Graphical User Interface provided with Backup Recovery and MediaServices (BRMS) and is hence referred to as the BRMS client to iSeries Navigator. This documentdescribes the BRMS client functions provided with Version 5 Release 2 Modification 0.

Overview

The BRMS client appears as a Backup Recovery and Media Services folder in the iSeries Navigatorhierarchy when BRMS is installed on the iSeries server and the client is installed on a workstation.

Prerequisites

The following prerequisite hardware and software must be installed on the workstation (PC) and on theiSeries before installing the BRMS client.

Workstation (PC)� Processor: 450 MHz is recommended� Memory: 128 MB minimum is recommended� Disk Space: 1 GB or more of unused DASD� Display: Minimum resolution of 800 x 600 (1024 x 768 is recommended)� Operating System: Windows 98/Millenium/NT/2000/XP� IBM iSeries Access for Windows installed on your PC

iSeries

� Operating System/400 (5722-SS1) installed� Operating System/400 Option 18, Media Storage Extensions installed � IBM iSeries Access for Windows (5722-XE1) installed� Backup Recovery and Media Services (5722-BR1) installed

(with the latest BRMS PTFs applied)� iSeries Integration for Windows Server (5722-WSV) installed

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Accessing the iSeries Navigator on your PC

To access the iSeries Navigator on your PC:

{ Open the iSeries Navigator icon on your desktop if one was created during the installationprocess

-- Or

{ Open the iSeries Navigator icon found inside the IBM iSeries Access for Windows folder onthe desktop

-- Or

{ Select the following menu options: Start����Programs����IBM iSeries Access forWindows����iSeries Navigator

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Installing and Uninstalling the BRMS Client

This chapter outlines the steps to install or uninstall the BRMS Client.

Install the BRMS client

To install the BRMS client, follow these steps:

1. Right-click the Network Neighborhood or My Network Places icon on your desktop.

2. Select Map Network Drive.

3. Specify \\system-name\qibm for Path or Folder, where system-name is the name of thesystem on which the BRMS product (5722-BR1) is installed.

4. Click OK.

5. Open the IBM iSeries Access for Windows icon.

6. Open the Selective Setup icon in the IBM iSeries Access for Windows folder.

7. Click Next on the Selective Setup panel.

8. Click Browse on the Selective Setup Options panel.

9. On the Choose Folder panel select the Drive mapped to drive:\\system-name\qibm.

10. Click OK.

11. Click Next on the Selective Setup Options panel.

12. Click Next on the Components Cannot Be Installed panel.

13. Find Backup, Recovery and Media Services under Components on the ComponentSelection panel.

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14. Click the Backup, Recovery and Media Services check box.

15. Click Next on the Component Selection panel.

16. Backup, Recovery and Media Services should be listed under Add components on theStart Copying Files panel.

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17. Click Next on the Start Copying Files panel.

18. Deselect the View the README file and Add program folder to desktop check boxes on theInstall Completed panel.

19. Click Next on the Install Completed panel.

20. Click Finish on the Setup Complete panel.

Uninstall the BRMS Client

To uninstall the BRMS client, follow these steps:

1. Open the IBM iSeries Access for Windows icon.

2. Open the Selective Setup icon in the IBM iSeries Access for Windows folder.

3. Click Next on the Selective Setup panel.

4. Select Ignore, I’m going to uninstall components on the Selective Setup Options panel.

5. Click Next on the Selective Setup Options panel.

6. Click the plus sign (+) next to iSeries Navigator to expand the installed components on theComponent Selection panel.

7. Find Backup, Recovery and Media Services.

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8. Deselect the Backup, Recovery and Media Services check box.

9. Click Next. on the Component Selection panel. Backup, Recovery and Media Servicesshould be listed under Remove components on the Start Copying Files panel.

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10. Click Next. on the Start Copying Files panel.

11. Click Finish on the Setup Complete panel.

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iSeries Navigator Hierarchy IntegrationThis chapter explores many of the elements which are integrated into the iSeries Navigator hierarchy afterthe BRMS client is installed.

1. Open a connection to the system from which you installed the BRMS client by clicking on thesystem folder under My Connections.

2. Open the iSeries Navigator hierarchy for this system by double-clicking on the system folder.

The Backup, Recovery and Media Services folder should be visible at the bottom of thehierarchy.

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3. Click the Backup, Recovery and Media Services folder.

The Connection tasks in the task pad at the bottom of the iSeries Navigator panel arereplaced with the Backup, Recovery and Media Services Tasks. The functions availablefrom Backup, Recovery and Media Services Tasks are:

Manage your storage locationsManage locationsRun all move policiesRun all move policies

Work with volumes that are currently scheduled tomove

Verify movesCreate a move policy for your backup mediaCreate a move policyManage your Tivoli Storage Manager serversManage TSM serversDisplays the BRMS backup and recovery logDisplay backup and recovery logDisplays the backup and recovery log.View the backup history

Runs maintenance and cleanup activities related tobackup.

Perform maintenance and cleanupSelect reports to printPrint reportsRestores selected backed-up objects.Restore iSeries dataWork with the properties that are global to BRMSDisplay global policy propertiesAdds new media for backup and recovery.Add media for backupBackup up all eligible save filesBack up save filesManage your lists of backup itemsManage listsCreates a new backup policyCreate a backup policyBacks up the selected system.Back up the system

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4. Open the Backup, Recovery and Media Services folder.

The Backup, Recovery and Media Services folder contains the Backup Policies, MovePolicies and Media folders.

5. Open the Media folder.

The Media folder contains the Tape Volumes and Media Pools folders.

6. Right-click the Backup, Recovery and Media Services folder to bring up the context menuand explore the functions. The available functions from this folder are:

Displays the properties that are global to BRMS.Global Policy PropertiesRuns maintenance and cleanup activities related to backup.Run Maintenance

Displays the backup and recovery log.Backup and RecoveryLog

Prints selected reports.Print ReportsRestores selected backed up objects.RestoreBacks up the selected system.Back Up SystemDisplays the contents of this folder in a new window.OpenDisplays the contents of this folder in the right pane.Explore

7. Right-click the Backup Policies folder to bring up the context menu and explore thefunctions. The available functions from this folder are:

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Displays the properties of the selected item.PropertiesBacks up save files.Back Up Save FilesDisplays backed up items contained in the backup history.Backup HistoryAllows you to work with backup lists.Manage listsCreates a new backup policy.New PolicyDisplays the backup policies in a new window.OpenDisplays the backup policies in the right pane.Explore

8. Click Explore.

9. Right click on the *Bkugrp backup policy in the right pane to bring up the context menu andexplore the functions. The functions you can perform on a backup policy are:

Displays the properties of the selected item.PropertiesBacks up save files.Back Up Save FilesDeletes the selected item.DeleteDisplays backed up items from this policy in the backup history.Backup HistoryCreates a new backup policy based on the selected item.New Based OnSchedules the backup policy to run.ScheduleRuns the backup policy now.Run Now

10. Right-click the Move Policies folder to bring up the context menu and explore the functions.The available functions from this folder are:

Allows you to add, remove and edit locations.Manage LocationsVerifies the volumes to be moved.Verify MovesRuns all move policies.Run All Move PoliciesCreates a new move policy.New PolicyDisplays the move policies in a new window.OpenDisplays the move policies in the right pane.Explore

11. Click Explore.

12. Right click on the Offsite move policy in the right pane to bring up the context menu andexplore the functions. The functions you can perform on a move policy are:

Displays the properties of the selected item.PropertiesDeletes the selected item.DeleteCreates a new policy based on the selected item.New Based OnSchedules the move policy to run.ScheduleRuns the move policy now.Run Now

13. Right-click the Media folder to bring up the context menu and explore the functions. Theavailable functions from this folder are:

Displays the TSM servers window to manage your TSM servers.TSM ServersDisplays backed up items contained in the backup history.Backup HistoryDisplays the contents of this folder in a new window.OpenDisplays the contents of this folder in the right pane.Explore

14. Right-click the Tape Volumes folder to bring up the context menu and explore the functions.The available functions from this folder are:

Add new media for backup and recovery.AddDisplays all tape volumes in a new window.OpenDisplays all tape volumes in the right pane.Explore

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15. Right-click the Media Pools folder to bring up the context menu and explore the functions thatare available. The available functions from this folder are:

Displays all media pools in a new window.OpenDisplays all media pools in the right pane.Explore

16. Click Explore.

17. Right click on any media pool listed in the right pane to bring up the context menu and explorethe functions. The functions you can perform on a media pool are:

Displays the properties of the selected item.PropertiesDeletes the selected item.DeleteCreates a new media pool based on the selected item.New Based OnDisplays the contents of this item in a new window.Open

18. Right-click the system folder at the top of the iSeries Navigator hierarchy to bring up thecontext menu and explore the functions that are available. The available functions from thisfolder are:

Use to run or schedule a backup of the entire systemBackup Up System

19. Right-click the Configuration and Service folder to bring up the context menu and explorethe functions that are available. The available functions from this folder are:

Use to restore the configuration data to the system.RestoreUse to back up the configuration data on the system.Back Up

20. Explore the functions available from the Users and Groups folder by right-clicking on thefolder to bring up the context menu. Functions available from this folder are:

Use to restore the users to the system.RestoreUse to back up the security data and users on the system.Back Up

21. Open the File Systems folder in the hierarchy

22. Open the Integrated File System folder in the hierarchy

23. Open the QSYS.LIB folder in the hierarchy

24. Explore the functions available for objects by right-clicking on any library folder to bring up thecontext menu. Functions available from this folder are:

Use to restore the selected object.RestoreUse to back up the selected object.Back Up

25. Close the File Systems folder when you have completed your exploration.

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HelpThis section explores the help text panels provided by the BRMS client and how to access thesepanels.

1. Click the Backup, Recovery and Media Services folder.

2. Double-click Help for related tasks from Backup, Recovery and Media Services Tasks.

3. Double-click the Back up selected data task help item to bring up the Backup Recoveryand Media Services for iSeries Help panel.

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4. The left pane of the Backup Recovery and Media Services for iSeries Help panel lists awide range of help topics discussing how to perform many type of BRMS client operations.

5. Click the Backup Recovery and Media Services topic in the left pane.

The help text appears for the selected topic in the right pane.

6. Open the folders in the left pane to become familiar with the various topics available.

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7. If you cannot find a particular help topic, click the Index icon above the left pane on theBackup Recovery and Media Services for iSeries Help panel to see an alphabetized list ofthe help items that are available, whether it is for a topic, a function, or a definition.

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8. Click in the term definition under the backup history topic.

Note the view the information in the backup history and restore an object links which provideeasy access to additional information related to the current topic.

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9. Click and hold the mouse button on the slider bar locate at the top right corner of the leftpane. Pull the slider down to the bottom and review the various terminology used by the BRMSclient.

10. Close the Backup Recovery and Media Services for iSeries Help panel when you havecompleted your exploration.

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Global Policy PropertiesThis section explores the global properties panels provided by the BRMS client and how to accessthese panels. The BRMS global policy properties are a set of a attributes which apply to all BRMSoperations.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Display global policy properties from Backup, Recovery and Media ServicesTasks.

You use the attributes on the General properties tab to specify how long BRMS should wait forthe subsystems to end when the backup policy explicitly specifies that all subsystems are tobe ended or if the backup policy specifies the Licensed Internal Code and OS/400 are to bebacked up which requires all subsystems to be ended.

If you are using the BRMS Networking feature and have enabled your system for TCP/IPoperations, you can also indicate to BRMS that it is to use TCP/IP when communicating withother systems in the BRMS network.

3. Click the Notification tab.

You use the attributes on this panel to specify where BRMS should send messages about thebackup, the level of messages to send, and the type of reply that is to be used for inquiry typemessages.

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4. Click the Signoff Exceptions tab.

You use the attributes on this panel to specify the names of users or devices that areexcluded from being automatically signed off during the save of the Licensed Internal Codeand OS/400.

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5. Click the Power Down tab.

You use the attributes on this panel to override the Power down system after backup optionyou specified in a backup policy.

The power down (restart) will not occur if the backup did not complete within the window youspecify using Earliest time to allow restart and Latest time to allow restart.Also, some other process may have restarted the subsystems while BRMS was performing thebackup. You can specify the name of active subsystems which BRMS is to check beforeattempting the restart. If these subsystems are active, BRMS will skip the restart.

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6. Click Cancel when you have completed exploration.

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Print ReportsThis section explores the report printing capabilities provided by the BRMS client and how toaccess these panels.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Print reports from Backup, Recovery and Media Services Tasks.

From the Print Reports panel you can select one or more reports to be printed on the server.

3. Click Cancel when you have completed exploration.

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MaintenanceThis chapter introduces you to the maintenance functions available in the BRMS client.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Perform maintenance and cleanup from Backup Recovery and Media ServicesTasks.

The Run Maintenance panel provides you the means of running or scheduling BRMSmaintenance.

3. Click Options

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4. The Media tab allows you to select several media related maintenance options.

5. The Print tab allows you to select several options related to reports printed by themaintenance function.

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6. The File Management tab allows you to select several options used to maintain the files usedby BRMS.

7. Click Cancel when you have completed exploration.

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TSM ServersThis chapter introduces you to the Tivoli Storage Manager (TSM) functions available in the BRMSclient. TSM servers are used just like devices in BRMS. You can specify a TSM device in a backuppolicy to direct your saved objects to a TSM server. Before you can use the TSM device in abackup policy you must first create the device and create a connection name that is to be used toidentify the client to the TSM server.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Manage TSM servers from Backup Recovery and Media Services Tasks.

The TSM Servers panel shows you the currently configured TSM server devices on thissystem and allows you to create new servers, edit the attributes of existing servers, and tomanage the connection names.

3. Click New Server

4. The New TSM Server panel provide properties that allow you to specify the name of thedevice, an optional description, the BRMS location name to be used, the TSM file space nameto be used, the network buffer size, and the TCP/IP address and port assigned to the TSMserver. The default location name will be the same as the name you specify for Net device. If it doesnot exist, the client will create one for you.

The TSM file space is the name of the directory in the TSM server where it stores all datasaved by this client. The default value is nnnnnnnn.ssssssss where nnnnnnnn is this systemnetwork identifier and ssssssss is this system default local location name. You can view theseattributes using the Display Network Attributes (DSPNETA) command.

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It is recommended that you always specify the largest possible value for Buffer size.

5. Select APPC for the Type to review the properties for TSM server devices of this type.

You get the following NEW TSM Server panel. Before creating a TSM server device of typeAPPC, you must have previously created a device description to that server and establishedcommunications. Also, the device name you choose on this panel must match the devicedescription name.

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6. Select TCP/IP for the Type.

7. Click OK.

The new TSM device shows up on the TSM Servers panel.

8. Click Connection Names.

The connection names are the name which this client uses to identify itself to the TSM server.This connection name is the TSM node name.

The default connection name is the local system name in the form nnnnnnn.ssssssss wherewhere nnnnnnnn is this system network identifier and ssssssss is this system default local

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location name. You can view these attributes using the Display Network Attributes (DSPNETA)command.

A connection name may be assigned to you by the TSM administrator.

9. Click ADD.

10. Select the connection name you just added.

11. Click Change Password.

The Change Password panel allows you to change the password that BRMS is to use whenconnecting to the TSM server when using this connection name.

If you did not enter a password when you added the connection name leave the Currentpassword blanks and specify the new password. Otherwise, you will always need to know thecurrent password to change to a new password. Passwords can be up to 64 characters andare not case sensitive.

The password for the connection name may be assigned to you by the TSM administrator.

12. Click OK to change the password.

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13. Click OK on the Connection Names panel.

14. Click Close on the TSM Servers panel.

To back up objects to TSM servers you need to modify the backup policy properties as follows:

1. Click the Backup, Recovery and Media Services folder.

2. Open the Backup Policies folder.

3. Right-click on the *Bkugrp backup policy.

4. Click Close on the warning dialog.

5. Select Properties.

6. Click During.

7. Select the Where tab.

8. Select TSM server for Where to back up.

When you select TSM server, the Where properties panel changes so that you can specifythe TSM server device and the connection name to be used. These will default if there is only

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one TSM server device and one connection name. Otherwise, you will be presented with a listof choices from which to choose.

9. Click on the TSM Server Retention tab.

10. The TSM Server Retention panel allows you to define the TSM Management Class that BRMSis to use when saving objects to the TSM server. The TSM management class is defined bythe TSM administrator and should be provided to you when you are assigned the connectionname and password. A TSM management class defines where and how the saved objects arestored on the TSM server. BRMS recommends that a special management class namedAS400 be created specifically for use by the BRMS client. Details for creating the managementclass are defined in Chapter 12 of the BRMS User Guide, SC41-5345-03.

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11. Click Cancel.

12. Click Cancel on the *Bkugrp Properties panel.

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Save Save FilesThis chapter introduces you to the save the save files functions available in the BRMS client.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Backup tasks from Backup Recovery and Media Services Tasks.

3. Click Back up save files from Backup Recovery and Media Services Tasks.

The Back Up Save Files panel provides you the means to run or schedule a task which willback up all objects saved to BRMS save files. You also get this same panel if you selectBackup, Recovery and Media Services����Backup Policies����Save to Save Files.

4. Click Advanced.

The Advanced Backup Options panel provides you with additional media options whensaving the save files.

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5. Click OK.

6. Click Schedule.

The Management Central Scheduler panel provides you with properties for scheduling theBack Up Save Files task. Through this panel you can specify the starting date and time, andthe frequency of the scheduled task.

7. Click Cancel.

8. Click Run on the Back Up Save Files panel.

The following dialog appears to inform you that the Back Up Save Files task has been startedand where you can find the task to view its current status.

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9. Click OK.

To back up save files for a specific backup policy:

1. Click the Backup, Recovery and Media Services folder.

2. Open the Backup Policies folder.

3. Right-click on the *Bkugrp backup policy.

4. Select Save to Save Files.

5. The Back Up Save Files for Policy panel provides you with the same options for saving savefiles as discussed above except that the scope of the task will be only objects saved by theselected backup policy.

6. Click Cancel.

To back up objects to save files you need to modify the backup policy properties as follows:

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1. Click the Backup, Recovery and Media Services folder.

2. Open Backup tasks from Backup Recovery and Media Services Tasks.

3. Click Back up save files from Backup Recovery and Media Services Tasks.

4. Click the Backup, Recovery and Media Services folder.

5. Open the Backup Policies folder.

6. Right-click on the *Bkugrp backup policy.

7. Click Close on the warning dialog.

8. Select Properties.

9. Click During.

10. Select the Where tab.

11. Select Save file for Where to back up.

When you select Save file, the Where properties panel changes so that you can specify thebasic disk pools for the save files created by the backup, and storage limits for these diskpools.

At the bottom of the panel you can indicate whether you want the save files created by thisbackup policy to be saved to media. This is selected by default. If you leave this optionchecked without specifying a back up device for saved save files, you will receive an errormessage when the OK button is pressed. Will either have to deselect the option or specify adevice.

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12. Click Media Device Settings.

The Media Device Settings panel allows you to select the Media pool and devices for thesaved save files.

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13. Click Cancel.

14. Click the Save File Retention tab.

The Save File Retention properties indicate how long the backup data and the save files areretained. If save files are not saved to media, the retention of the backup data is the same asthe retention of the save files. When save files are saved to media, the Media Retentionproperties are applied to the backup data.

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15. Click Cancel.

16. Click Cancel on the *Bkugrp Properties panel.

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Manage ListsThis chapter introduces you to the manage lists functions available in the BRMS client. A BRMS listis an object you define to specify a unique set of objects that you want to back up. One way youcan use lists is to create a lists or set of list which include all the objects for a specific applicationthat you want to back up. You can then add these lists to a backup policy. When you run thebackup policy, you then back up the application.

There are four types of lists supported by BRMS. There are object lists for objects contained inlibraries, folder lists, link (directory) lists, and printer output (spooled file) lists.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Open Backup tasks from Backup Recovery and Media Services Tasks.

3. Click Manage lists.

The Manage Lists panel shows you a summary of the lists currently defined to BRMS.

Two list are always provided by BRMS. List Qallsplf can be used to use to back up all printedoutput on a system. The Qibmlink list can be used to back up only the IBM directories andfiles in the Integrated File System (IFS).

If you have Lotus servers installed on the system three additional lists are provided by BRMS.Qifsxcllts will back up all IFS directories and files except the Lotus server data. Qltsexcl willback up all IFS directories and files except the Lotus server online data. Qltsxclonl will backup all Lotus directories and files except the Lotus server online data.

4. Click New List.

The New List panel allows you to select the type of list you want to create.

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5. Select Folder list.

6. Click Next.

7. The New Folder List panel allows you to enter a name for the new list and optionaldescription.

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8. Enter Myfolders for List: and a description.

9. Click Browse.

10. The Browse Folders panel provides you with a list of folders on the systems. From this panelyou can select one or more folders and/or sub-folders to be added to the list.

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11. Select three folders (use the Shift key when selecting multiple folders).

Note : Make sure one of the folders you pick has sub-folders.

12. Click OK.

13. The folders you selected should now appear under Selected Folders on the New Folder Listpanel.

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14. Click Browse.

15. Open the folder you selected previously which contains sub-folders.

16. Select the sub-folder.

17. Click OK.

18. Use the Move Up and Move Down to move the sub-folder under the root folder.

19. Check Omit on the sub-folder to indicate this sub-folder is to be omitted from the backupwhen the root folder is saved.

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20. Click OK to create and save the list.

21. The Myfolders list is now available to be used in backup policies.

22. Select the Myfolders list on the Manage Lists panel.

23. Click New Based On.

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24. The New Folder List Based On panel allows you to create a new list based upon theselected list. From here you can add remove or rearrange the selected folders and re-savethe list under a new name and description.

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25. Click Cancel.

26. Click Edit on the Manage Lists panel.

27. The folder Details panel allows you to change an existing list. From here you can add,remove or rearrange the selected folders or modify the description.

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28. Enter qiws* for Folder in QDLS.

29. Click ADD.

The generic folder name QIWS* is now added to Selected Folders specifying that all folderwith the QIWS prefix are to be included in the back up when this list is included in a backuppolicy.

30. Click OK.

31. Click Delete.

32. The Confirm Delete panel is used to confirm your intent to delete the selected list.

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.

33. Click Cancel.

The following example shows how to create a list for backing up directories and files.

1. Click New List from the Manage Lists panel.

2. Select Directory list.

The New Directory List panel allows you to specify directories or paths in the Integrated FileSystem (IFS) which you want to backup.

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3. Enter windows for List and a description.

4. Enter /QNTC* for Directory or file path to indicate the objects under the /QNTC root directoryare to be backup up when this list is added to a backup policy.

Note: Directory or path names are case sensitive.

5. Click OK to create the list.

The following example shows how to create a list for backing up printer output.

1. Click New List from the Manage Lists panel.

2. Select Printer Output list.

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The New Printer Output List panel allows you to specify printer output files which you wantto backup.

3. Enter printfiles for List and a description.

4. Click Add to include all printer files.

5. Click Browse.

The Browse Output Queues panel presents you with a list of all output queues on thesystem. You can filter the view by entering a generic output queue name or a library name.

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6. Enter qez* for Output queue.

7. Click Search.

8. Select Qezdebug in library Qusrsys.

9. Click OK.

10. Click Add on the Specify Printer Output panel.

11. Check Omit to indicate you want the Qusrsys/Qezdebug output queue omitted when theprinted output is saved.

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12. Click OK to create the list.

13. You are encouraged to explore creating object lists. Object lists do not support an Omitattribute so anything you include in the list will be backed up when added to a backup policy.

14. Click Close on the Manage Lists panel when you have completed the exploration.

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Manage LocationsThis chapter introduces you to the manage locations functions available in the BRMS client. ABRMS (storage) location is a named place where the media volumes are stored. This includeoff-site locations, on-site locations, and media libraries. Devices in a media library have the samelocation as the library. Standalone devices are assigned a special location call the Homelocation. When media volumes are added to BRMS, these volumes are assigned to a location.Media volumes are transferred between storage locations using move policies.

You define storage locations to indicate any location where media will be stored for either on-siteor off-site retention. Two default storage locations are provided:

Home location - the default on-site storage location

Vault - the default off-site storage location.

So locations are quite important in BRMS.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Open Movement tasks from Backup Recovery and Media Services Tasks.

3. Click Manage locations.

4. The Manage locations panel provides a summary of all locations defined to BRMS and thenumber of volumes and containers currently assigned to each location.

The locations you will see on this panel will vary based on the system you are using as theBRMS server. You should always see the Home location and Vault as these are provided byBRMS.

The number of volumes and containers will also vary depending on the system you are usingas the BRMS server.

5. Click New Location.

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6. The New Storage Location panel allows you to enter a name and optional description for thenew location you want to create. Typically, new locations will be the off-site locations to whichyou will move you media for storage.

If the off-site location is a company from which you purchase storage services, you canoptional include the address and contact information for this company on this panel. You canalso indicate how long it might take to retrieve media from this location should you need themedia for disaster recovery.

The Allow volumes to expire at this location check box is used to define to BRMS how youwant to manage the expiration of volumes at this location. Expired volumes at a location canbe reused at that location so it is important not to check this check box for off-site locationswhere there are no devices. When unchecked, volumes must be moved to another locationbefore the volumes are allowed to expire.

7. Click Advanced.

8. The New Storage Location - Advanced panel allows you to set attributes to help youmanage the number of volumes or containers allowed at a location. If you specify a maximumnumber of volumes BRMS will tell you when the location maximum has been exceeded andwill not allow you to add volumes beyond the established maximum. If you specify a threshold,BRMS will warn you when the threshold has reached but will still allow you to add volumes tothe location up to the specified maximum. This checking is not performed by BRMS if youspecify No maximum.

The Assign volumes to slots within storage location check box is used to indicate thatyou want BRMS to assign slot locations to the storage locations. When you select this checkbox, BRMS will automatically assign the first available slot number to a volume when it ismoved to the location.

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9. Click OK.

10. Click Cancel on the New Location panel.

11. Explore the functions provided by the New Based On, Edit, Delete and View Volumesbuttons on Manage Locations panel.

12. Click Close on the Manage Locations panel when you have completed the exploration.

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Media PoolsThis chapter introduces you to the media pool functions available in the BRMS client. A BRMSmedia pool is a named collection of media having the same characteristics such as read density,write density, and capacity. BRMS requires the definition of all media pools that will typically beused in your backup operations. At installation time, BRMS determines the devices configured onthe system and the corresponding recording densities of these devices. Using the recordingdensity, BRMS creates a corresponding media pool.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Open the Backup, Recovery and Media Services folder.

2. Open the Media folder.

3. Open the Media Pool folder.

The Media Pools panel provides a list of all media pools defined to BRMS. The media poolsyou will see on this panel will vary based on the system you are using as the BRMS server.

4. Right-click on the Savsys media pool.

5. Click Properties.

The media pool Properties panel allows modify the attributes of the selected media pool suchas the description, the density, the capacity and whether the media is allows to be shared.

If you select the Share media across system check box, you are indicating to BRMS that anysystem in the BRMS network can use volume from this media pool.

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6. Click Advanced.

The media pool Properties - Advanced panel allows you to record information about themedia contained in the pool such as the manufacturer, the part number, the supplier andsuppliers representative, and contact information.

7. Click Cancel.

8. Click Cancel on the Properties panel.

9. Explore the New Based On and Delete context menu functions.

10. Click Close on the Media Pools panel when you have completed the exploration.

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Add Media WizardThis chapter introduces you to the Add Media Wizard which is provided with the client to help youprepare media for a backup. With the Add Media Wizard, you add media volumes to the BRMSmedia inventory. Adding media volumes to the BRMS media inventory means that you want BRMSto track this media. BRMS track media in its media inventory until explicitly removed from theinventory.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Backup tasks from Backup Recovery and Media Services Tasks.

3. Click Add media for backup.

4. The BRMS client starts the Add Media Wizard. The first panel you will see in the Welcome.

5. Click Next.

The Select the Media Pool panel allows you to select a media pool to which the media is tobe added. A media pool is a collection of media volumes supporting the same type of media.Media is categorized by the type of media (reel, ¼-inch cartridge, ½-cartridge, etc.) and by thewrite density.

The Select the Media Pool panel provides you with a list of available media pools and thenames of the backup policies which currently use these media pools.

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6. If you are familiar with BRMS media pools, select a media pool that would be supported by astandalone tape device such as Qic5010.

Hint: Any media pool prefixed with Qic should work.

7. Click Next.

8. The Add Volumes panel allows you to add the specific volume names of the volumes to beadded to BRMS.

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You can specify specific volume names and enter a prefix and the number of volumes to addand BRMS will generate the names for you.

9. Enter myvol1 for Volume name or prefix.

BRMS volume names can be 1 to 6 characters in length.

10. Click Add.

11. Enter myvol2 Volume name or prefix.

12. Set Number of volumes with prefix: to 4.

13. Click Add.

14. Click Next

The Select Media Storage Location panel lets you assigned a specific storage location tothe media you are adding to BRMS. You can use the default Home location, select a storagelocation from the drop down list, or create a new storage location (see Manage StorageLocations). Media volumes must have the same location as an available device in order forthe volume to be read or written by that device. The default storage location of standalonedevices is the Home location. The default storage location for media libraries is the libraryname.

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15. Click Next

The Initialize volumes panel allows you to select whether the media volumes you are addingare to be initialized, whether BRMS should check for active files on the volume beforeinitializing the volume, the device is to be used to initialize the volumes, and the media actionto be performed when operations on the last volume are complete.

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16. Click Next

The Summary panel provides an overview of the volumes being added.

To make a correction like adding or removing a volume, use the Back button to return to theappropriate panel.

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17. Click Finish to add the volumes to the BRMS media inventory.

The following illustrates the capability to add volumes to BRMS by retrieving a list for volumes frommedia library.

1. Click Backup tasks from Backup Recovery and Media Services Tasks.

2. Click Add media for backup.

3. Click Next on the Welcome panel.

4. If you are familiar with BRMS media pools, select a media pool that would be supported by amedia library such as Fmt3570.

Hint: You will need a media library configured on the system to complete the following steps.

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5. Click Next.BRMS will present the Display Media Library Volumes panel where you can select the medialibrary which will be searched for volumes to be added.

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6. Click Yes to select the default media library.

7. Click Next.The Specify Media Library Category panel allows you to select the specific media librarycategory which BRMS is to use to find the volumes to be added. New volumes placed into theconvenience station of a media library are generally place in the All inserted volumescategory.

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8. Click Next.The Select Media Volumes panel allows you to select the specific volumes you want to addto BRMS. (Your view of this panel will most likely be different depending on the volumescurrently in the *INSERT category of the media library.)

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9. Click Select all.

10. Click Next.

The Initialize volumes panel allows you to select whether the media volumes you are addingare to be initialized and whether BRMS should check for active files on the volume beforeinitializing the volume. The device is defaulted to the media library used in the initial search.

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11. Click Next

The Summary panel provides an overview of the volumes being added.

To make a correction like adding or removing a volume, use the Back button to return to theappropriate panel.

You were not presented with a Select Media Storage Location panel because the medialocation of media in the library is defaulted to be the same as the library.

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12. Click Cancel.

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Tape volumesThis chapter shows you how you can find and review information about the media volumes beingmanaged by BRMS.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Open the Backup, Recovery and Media Services folder

2. Open the Media folder

3. Right-click Tape Volumes folder

4. Click Customize this view.

5. Click Include.

The Include panel allows you to filter the set of volumes you want to review. From this panelyou can select BRMS to location volumes based on:

� All volumes, a specific volume name or generic volume name

� The current volume status

� Volumes in a specific media pool

� Volumes by a expiration dates

� Volumes by reuse date

� Volumes managed by a move policy

� Volumes at a specific location or in a specific container

� Volumes owned by a specific system

� Volumes that are marked for duplication or are duplicated

� Volumes that are secured

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6. Click the Help button to learn more about the filters available on this panel .

7. Enter myvol* for Volume.

8. Click OK.

The list of volumes meeting the include criteria will be presented in the right pane of theiSeries Navigator window.

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9. Right-click the Tape Volumes folder.

10. Click Open.

The list of volumes meeting the previous include criteria is now presented in a new TapeVolumes window which you can keep open while performing other BRMS client operations.

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11. Select View on the Tape Volumes panel.

12. Click Customize this view.

13. Click Columns.

The Columns panel provides you with a list of available columns that you can optionallydisplay on the Tape Volumes panel.

14. Select Location from Columns available to display.

15. Select Media Pool under Columns to be displayed.

16. Click Add after.

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17. Click OK.

Notice the Location column is added to the Tape Volumes display and it is in the positionyou specified on the Columns panel.

18. Right-click Myvol2.

19. Click Properties.

The Tape Properties panels allows you to review information for a specific volume.

The information on the General tab of the Tape Properties panel shows you the:

� Volume description

� Media pool containing of the volume

� The owning system

� The current location of the volume

� The current expiration date of the volume

You can optional change the expiration of the volume from this panel. We will review thisfunction shortly.

� Whether the volume is currently marked for duplication and whether it is a duplicationvolume

� Whether the volume is secured

Use the help button to learn more about these volume attributes.

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20. Click the Activity tab.

The information on the Activity tab of the Tape Properties panel shows you the number ofread/write errors, the number of bytes read/written, the most recent bytes written, and themaximum bytes written. All of this information is collected for a volume once the volume isadded to the BRMS media inventory.

Use the help button to learn more about these volume attributes.

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21. Click the Last Changed tab.

The information on the Last Changed tab of the Tape Properties panel shows you when theinformation about this volume was last changed, and the job and user that made the change.

Use the help button to learn more about these volume attributes.

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22. Click the Movement tab.

The information on the Movement tab of the Tape Properties panel shows you moveinformation about this volume.

Use the help button to learn more about these volume attributes.

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23. Click the General tab.

24. Click the Date radio button inside the Expiration group box.

25. Click the year within Date to highlight it.

26. Increment the year by clicking the up spin button on the right.

27. Click OK to leave Tape Properties and to apply the expiration date change.

The Tape Volumes panel refreshes automatically because of the change. You now seeMyvol2 with an expiration date assigned. Also notice that the status of the volume changedfrom Expired to Active.

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28. Select View on the Tape Volumes panel.

29. Click Customize this view.

30. Click Columns.

31. Select Sort.

The Sort panel allows you to specify how entries that are presented to the Tape Volumespanel are sorted. You do this by moving the name of the column(s) you want to sort by fromColumns available for sort to Sort based on the following. If multiple entries are listed inSort based on the following, the sort is applied to the first entry, then the second, and so on.The default is set to sort by the Volume name.

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32. Select Volume in Sort based on the following.

33. Click Remove.

34. Select Expiration in Columns available for sort.

35. Click Add Before.

36. Click OK to apply the new sort criteria.

The Tape Volumes panel refreshes automatically to reflect the change. You now see Myvol2volume at the bottom of the list because you sorted by Expiration date rather than byVolume name.

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37. Right-click Myvol2.

38. Click Expire.

The Confirm Expire panel is used to force you to acknowledge the expiration request.

When you expire a volume all history information about the saved items that may exist on thevolume are also expired. Expired saved items are removed from the history whenmaintenance is run and the expired volume is placed into the scratch pool for reuse. Neverexpire a volume unless you are sure you no longer needs the saved items on that volume.

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39. Click Expire.

When the Tape Volumes panel refreshes, the expiration date of volume Myvol2 is changedto the current Date.

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40. Right-click Myvol2.

41. Click Remove.

The Confirm Remove panel is forces you to acknowledge the removal request.

When you remove a volume from the BRMS media inventory, it can no longer be used byBRMS. You should only remove volumes that are damaged and are no longer usable.

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42. Click OK.

When the Tape Volumes panel refreshes, notice that Myvol2 is removed from the mediainventory.

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43. Close the Tape Volumes panel when you have completed your exploration.

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Backup Policy Wizard

This chapter introduces the BRMS Backup Policy Wizard. This wizard greatly simplifies theprocess for creating backup policies. You can use it to create policies to backup the entire system,or the IBM data, or the user data, or Lotus servers, or any combination of these. If you want tocreate a customized backup, like for a specific application and the application data, you can dothat too through this wizard.

The steps that follow walk you through several backup scenarios. You are encouraged to exploreall the various paths through the wizard to become familiar with the capabilities of the BackupPolicy Wizard.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click Backup tasks from Backup Recovery and Media Services Tasks.

3. Click Create a backup policy.

The first panel to appear when starting the Backup Policy Wizard is the Welcome panel.

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The Help button on the Welcome panel provides you with guidance on possible backupstrategies. Click the Help button on the wizard panels for additional guidance as you progressthrough the steps of creating a backup policy.

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4. Click Next.

5. Enter deleteit for Name on the Backup Policy Name panel.

Backup policy names must follow these rules:� 1 to 10 characters in length� The first character must begin with one of the characters A-P, R-Z, $ (dollar),

# (number) and @ (at).� The other characters can consist of any combination of the characters A-Z ,

0-9, $ (dollar), # (number), @ (at), _ (underscore) and . (period).

6. Optional enter text for Description which describes the backup policy. Descriptions canconsisted of 1 to 128 characters in length. This field supports any combination of displayablealphabetic, numeric and special characters.

7. Click Next.

The Select a Backup Strategy panel is used to define the type of data to be included in thebackup. For this first policy, we will use the default which is Back up all system and userdata.

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8. Click Next.

The Unmount User-Defined File Systems panel appears if your system has user-definedfile systems. User-defined file systems must be unmounted to properly back them up and thedirectory over which there files systems are mounted. You should always unmountUser-defined file systems when performing full system backups or when backing up alldirectories and files (Integrated Files System - IFS). The only time you would elect not tounmount the user-defined files systems is when you are creating a customized backup whichbacks up specific directories and files which do not include these user-defined file systems.

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9. Click Next.

The Backup Activity panel allows you to select whether the save is a full backup of thesystem including all user data, or just the changes to this data since that last full backup. Forthis first policy, we use the default which is Full backup.

If you need a backup strategy in which you are backing up only the changes to the data, youare provided a choice of a cumulative or incremental type of changes only back up.

The Allow overrides to backup activity when policy is run or scheduled check box allowsyou to specify whether the Backup Activity Override panel is displayed when the policy isselected to be run or scheduled to run. If this box is checked, the Backup Activity Overridepanel will be presented each time the policy is selected to be run or scheduled to run. Thisgives you the opportunity to use an override to perform Changes only backups using thesame policy. If you uncheck the check box, the Backup Activity Override panel is notpresented.

Backup activity overrides do not change the backup policy settings. The override applies onlyto the backup policy to which the override was applied and only when the backup policy is run.

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10. Click Next.

The Media Retention panel allows you to specify how long information about the savedobjects is to be retained by BRMS after they are saved. Media retention defines a periodduring which the saved objects and the media containing these saved objects are consideredto be active. When the retention period ends the saved objects are considered expired.Expired saved objects are removed from the BRMS history information when maintenance isrun. If all objects on a media volume have expired, the volume is also expired and the volumeis returned to the scratch pool and is available for reuse.

The Allow overrides to retention when policy is run or scheduled check box allows tospecify whether the Backup Retention Override panel is displayed when the policy isselected to be run or scheduled to run. If this box is checked, the Backup RetentionOverride panel will be presented each time the policy is selected to be run or scheduled torun. This gives you the opportunity to override the retention specified when the backup policywas created. If you uncheck the check box, the Backup Retention Override panel is notpresented.

Retention overrides do not change the backup policy settings. The override applies only to thebackup policy to which the override was applied and only when the backup policy is run.

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11. Click Next.

The Select Backup Devices panel allows you to specify from one to four devices to be usedfor the backup. The devices will be used in the order shown in the Backup devices window.

To obtain a list of Available devices, you must first select a Media pool which contains thebackup media (volumes) that will be used during the backup. When you select a Media pool,the client will retrieve the list of Available devices that support read and write operations tothe volumes in that Media pool. If there is only one device, the client will pre-load the deviceunder Backup Devices.

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12. Select a media pool from the Media Pool list which provides a list of Available devices or asingle Backup device.

13. Select a Backup device if you are provided a list of Available devices.

14. Select Next.

The Add Media panel allows you to add media volumes to the media pool for this backuppolicy. Specifying Yes, I want to add the media will take you to the Add Media Wizarddiscussed in a previous chapter.

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15. Select No, the media is already added or I will add it later.

16. Click Next.

The Summary panel provides an overview of the attributes you selected for this backuppolicy. If these are not correct, you can use the Back buttons on the panels to go back to theappropriate panel and make the correction.

If you had Hosted Logical Partitions configured on the system, the Backup Policy Wizardwould have presented you with a panel asking if these should be shutdown prior to thebackup.

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17. Click Finish.

The Creating New Policy panel will be presented while the wizard creates the policy.

When the Policy Created panel appears, you can use this panel to run the policy, schedulethe policy to run during specific dates and times, or end wizard operations.

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18. Click Done.

This next Backup Policy Wizard example is intended to show you some of the capabilitiesavailable for creating customized policies.

1. Click Backup tasks from Backup Recovery and Media Services Tasks.

2. Click Create a backup policy.

3. Click Next on the Welcome panel.

4. Enter a policy name and a suitable description on the Backup Policy Name panel.

5. Click Next.

6. Select Back up a customized set of objects on the Select a Backup Strategy panel.

7. Click Next.

The Customize IBM Data or User Data panel allows you specify whether you want to backupthe IBM objects, the user objects, or both.

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8. Select IBM-supplied data and User data.

9. Click Next.

10. The Customize IBM Data panel allows you select the types of IBM objects data you want tobackup. The IBM objects consist of the:

� Licensed Internal Code

� OS/400 Operating System (primarily the QSYS library)

� IBM libraries which include these libraries:#CGULIB #COBLIB#DFULIB #DSULIB#RPGLIB #SDALIB#SEULIB

and any libraries prefixed with Q except for these libraries:QDSNX QGPLQGPL38 QMPGDATAQMQMDATA QMQMPROCQPFRDATA QRCLQS36FQUSER38 QUSRADSMQUSRBRM QUSRDIRCLQUSRDIRDB QUSRIJSQUSRINFSKR QUSRNOTESQUSRPOSGS QUSRPOSSAQUSRRDARS QUSRSYSQUSRVI QUSRVnRnMn

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IBM directories which include these directories:/QIBM/ProdData/QOpenSys/QIBM/ProdData

11. Click Next.

The Customize User Data panel allows you select the types of User data you want tobackup.

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User data includes:� All user libraries� All folder in QDLS� All directories� User profiles and security information� Configuration data� All printer output

12. Select All user libraries, All folders in QDLS, All directories, User profiles and securityinformation, Configuration Data, and All printer output.

13. Click Next.

The Backup Order panel gives you an opportunity to change the order the items are backedup. This is accomplished by selecting a Backup Item and using the Move Up or Move Downbuttons. These buttons are not enabled in this particular policy because of the items whichwere selected. The client enforces a specific backup order to ensure optimum systemrecovery.

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14. Click Cancel. We do not actually create this policy for this demonstration.

This next Backup Policy Wizard example shows you how to create lists of objects in a backuppolicy.

Note: See the Manage Lists section of this guide to learn an alternate method of creating lists ofobjects for backup.

1. Click Backup tasks from Backup Recovery and Media Services Tasks.

2. Click Create a backup policy.

3. Click Next on the Welcome panel.

4. Enter MyListsPcy for Name and a suitable description on the Backup Policy Name panel.

5. Click Next.

6. Select Back up a customized set of objects on the Select a Backup Strategy panel.

7. Click Next.

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8. Select User data on the Customize IBM Data or User Data panel.

9. Select Select specific objects.

10. Click Next.

The Select Objects for Backup panel provides you with a list of objects on the system. Youselect objects for backup by checking the check box to the left of the object name.

11. Open the QDLS folder.

12. Select any folder in the QDLS library by clicking on the check box adjacent to the folder.

13. Open the QSYS.LIB folder.

14. Open the QGPL.LIB folder.

15. Select the QSS1MRI.DTAARA object in the QGPL library by clicking on the check box.

16. Select the tmp directory by clicking on the check box adjacent to the directory.

17. Click Next.

The Create Folder List panel provides a summary of the folders you selected for backup.The name of the folder list defaults to the name of the backup policy. You can change thename and description as you desire. The Omit column allows you to specify a folder orsub-folder to be omitted from the backup. For example, if you have a folder named MYFLR

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that contains a sub-folder name TMP which you want to omit from the backup, select foldersMYFLR and MYFLR/TMP, and then select the Omit check box for MYFLR/TMP.

18. Click Next.

The Create Objects List panel provides a summary of the library objects you selected forbackup. The name of the object list defaults to the name of the backup policy. You canchange the name and description as you desire.

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19. Click Next.

The Create Directories List panel provides a summary of the directories and files youselected for backup. The name of the directory list defaults to the name of the backup policy.You can change the name and description as you desire. The Omit column allows you tospecify a directory, sub-directory, or file to be omitted from the backup. For example, if youhave a directory named MYDIR that contains a sub-directory named TMP which you want toomit from the backup, select directories MYDIR and MYDIR/TMP, then click the Omit checkbox for MYDIR/TMP.

The Include all sub-directories option allows you to indicate that only the directories andsub-directories specified in the lists will be backed up. If the directories and sub-directoriescontain additional sub-directories, these are omitted from the backup if you do not select thisoption.

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20. Click Next.

The Backup Order panel provides a summary of the lists which will be created and the orderin which the lists will be processed when the backup policy is run.

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21. Click Next.

22. Click Next on the Unmount User-Defined File Systems panel.

23. Click Next on the Backup Activity panel.

24. Click Next on the Media Retention panel.

25. Select a device and then click Next on the Select Backup Devices panel.

26. Select No, the media is already added or I will add it later on the Add Media panel.

27. Click Finish on the Summary panel.

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In addition to the Policy Created panel, you will also see confirmation panels for the creationof each of the lists similar to the following:

28. Click Done on the Policy Created panel.

This next Backup Policy Wizard example shows you how to create a backup policy using genericlibrary names.

1. Click Backup tasks from Backup Recovery and Media Services Tasks.

2. Click Create a backup policy.

3. Click Next on the Welcome panel.

4. Enter brmssavf for Name on the Backup Policy Name panel and enter a suitabledescription.

5. Click Next.

6. Select Back up a customized set of objects on the Select a Backup Strategy panel.

7. Click Next.

8. Select User data on the Customize IBM Data or User Data panel.

9. Click Next.

10. Select Select specific objects on the Customize User Data panel.

11. Click Next.

12. Click Specify Generics on the Select Objects for Backup panel.

The Select Objects for Backup panel allows you to select lists to be added to this backuppolicy, to specify generic objects to be added to a backup policy, or to specify printer output tobe include in a backup policy.

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13. Click Specify Generics.

The Specify Generics panel allows you to select the type of generic you want to add. Genericlibraries you specify will be added directly to the backup policy. Generic objects, members,folders and directories will be added to lists which will be added to the backup policy.

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14. Check Libraries.

15. Click OK.

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16. Enter q1abrms for Library prefix.

17. Click Add.

Notice that an * (asterick) is appended to the prefix you entered. The asterick indicates thatany library on the system beginning with this prefix will be include in the backup when thispolicy is run.

Note: The Q1ABRMSFnn libraries contain the save files created by BRMS when your backuppolicy indicates Save file as the backup device.

18. Click OK.

19. Click Next on the Select Objects For Backup panel.

The Backup Order panel shows the customized backup items you specified.

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20. Click Cancel.

This completes the introduction to the Backup Policy Wizard.

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Backup Policy Properties

This chapter shows you how to modify the properties of a backup policy and how to use some ofthe backup policy context menu functions.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Open the Backup, Recovery and Media Services folder.

2. Open the Backup Policies folder.

A list of the backup policies and their descriptions appears in the right pane of the iSeriesNavigator window.

Your view of these policies will be different.

3. Right-click the backup policy named Deleteit which you created earlier.

4. Explore the available functions of the context menu. Not all functions are available, dependingon the backup policy you choose. Functions that are not available are grayed out and can notbe selected. Typically, this occurs on backup policies provided by BRMS.

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Display the properties for the selected itemPropertiesBack up save filesBack Up Save FilesDelete the selected itemDelete

Display the backed up items from this policy in thebackup history

Backup HistoryCreates a new policy based on the selected itemNew Based onSchedule the backup policy to runSchedule… Run the backup policyRun Now

5. Right-click the policy Deleteit.

6. Click Delete.

The Confirm Delete panel forces you to acknowledge the delete request.

7. Click Delete.

The backup policy is deleted from BRMS. Notice that the Deleteit backup policy no longerexists when the Backup Policies panel is refreshed.

8. Right-click the *System policy

9. Click New Based On…

The New Based On function retrieves all of the policy attributes (properties) from the selectedpolicy and creates a new policy based on these properties.

The New Policy Based on panel allows you to name the new policy and to add a description.

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10. Enter newpolicy for Policy and a description.

At this point, you can click OK to create the new policy without modifying the properties, orclick the Before, During, and After buttons to review and modify the properties of the backuppolicy.

11. Click OK to create the new policy.

12. Right-click on the backup policy Newpolicy.

13. Click Properties.

The Before, During and After properties buttons on the Properties panel help guide youthrough the activities BRMS will perform before, during and after the back up.

The following steps will walk you through the properties and discuss the use.

As you progress through the panels, click the Help button to learn more about the individualpanel properties.

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14. Click Before.

The Properties - Before Backup panel allows you to modify attributes which define theactivities BRMS will perform before the backup (saves) begin.

The properties on the General tab allow you to specify whether:

� Interactive users are signed off

� How long the users are allowed to stay signed on until signed off

Note: Signoff messages are sent based on the sign off delay you choose.

� Whether a command is run prior to starting the save operations

Note: You can alternately specify the days of the week the command is to be run.

� Whether you want the integrated servers or hosted logical partitions to be shutdownbefore the backup begins

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15. Click the Job Queues tab.

The Job Queues panel allows you to specify any job queues you want held prior to the startof the back up. Typically, you will not hold job queues unless you are backing up anapplication that uses a job queue and you need to quiese activity on the application. If you arebacking up the entire system, job queues are automatically held for you when the subsystemsare ended.

Use the Browse button to retrieve a list of subsystems which you can add to Job queues tohold.

If you are not intending to restart (IPL) the system after the back up, you can also specify onthis panel those job queues you want released after the backup completes. You may choosenot to release job queues if you are running more than one backup policy in which case youwould release the job queues on the last backup policy to run.

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16. Click the Subsystems tab.

The Subsystems panel allows you to define specific subsystems you want ended before thebackup begins. If you are backing up the entire system, the subsystem are ended for you.

If you are not backing up the OS/400 and Internal Licensed Code, and you want to quiesceall system activity except the backup job, you will need to specify ALL for Subsystem to stopand All for Library.

You might want to specify unique subsystem if you are backing up an application that usesthat subsystem and you need to quiesce activity on the application.

You will need to choose the Delay time to stop to provide the best control for ending thesubsystems. Some subsystem jobs may taking longer to end than others. Ending with Nodelay is not recommended.

Use the Browse button to retrieve a list of subsystems which you can add to Subsystems tostop.

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17. Click Cancel.

18. Click During on the Properties panel.

The Properties - During panel contains many properties defining what is backed up, how it isbacked up, where the saved objects are stored, and how long the saved objects are kept.

The What tab defines what is backed up or what actions are performed during the backup.When the backup is run, the elements listed under Items to Back Up or Action areprocessed sequentially from top to bottom, that is, the order of these items defines the orderof processing.

If the Items to Back Up is a list of objects, the type of list is identified in the Type column. Ifyou select a list, the Details button will be enabled and you can use it to view the contents ofthe list.

The Add button will invoke the Backup Policy Wizard and will assist you in defining additionalItems to Back Up.

Use the Remove button delete a Item to Backup or an Action.

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19. Click Actions.

The Actions panel provide three types of actions that you can insert into the back up process.These actions are:

� Load new volume

Used to cause BRMS for switch to a new volume.

� Run command

Used to run a CL command(s) during the backup

Note: You should never run BRMS commands using this action.

� Set disk pool groups

Used to add the name space of a primary auxiliary storage pool and its assignedsecondary auxiliary storage pools to the current backup jobs so that theseauxiliary storage pools can be backed up.

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20.Select Specify OS/400 command to run.

21.Click OK.

The Run OS/400 Command panel allows you to enter an OS/400 command and itsparameters. If you do not know the parameters and/or the associated values, you can use thePrompt button for assistance

22. Click Cancel.

23. Select Load new volume.

24. Click OK.

25. Select the Load new volume entry on the What Panel.

26. Use the Move Up button to position the entry below the OS/400 and Licensed Internal Codeentry.

27. Click Add.

28. Click Next on the Backup Policy Wizard Welcome panel.

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29. Select User Data on the Customize IBM Data or User Data panel.

30. Click Next.

31. Select Select specific items for backup on the Customize User Data panel.

32. Click Next.

33. Click Select Lists on the Select Items for Backup panel.

34. Select Qallsplf from Available Lists on the Select Lists panel.

35. Click Add.

36. Click OK.

37. Click Next on the Select Items for Backup panel.

38. Click Finish on the Summary panel.

39. Select the All printer output backup item.

40. Click Details.

The Details panel allows you to review the content of the list

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41. Click Cancel.

42. Click Advanced on the What panel.

The advanced properties for the What panel allow you to specify for the backup:

� The target release

� Whether journaled objects are included when saving changes

� Whether access paths are saved with logical files

� Whether the contents of save files are included in the save

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43. Click Cancel.

44. Click Save While Active on the What panel.

The Save While Active panel shows you all the backup items that can be enabled forsave-while-active. From this panel you can specify the type of save-while-active you want touse and optionally specify a save-while-active message queue which will receive thesynchronization point message.

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45. Select Yes under Save While Active for the All user data backup item.

46. Click Browse Message Queues.

The Browse Message Queues panel presented you with a list of messages queues on thesystem from which you can select a specific message queue for the save while activemessages.

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47. Click Cancel.

48. Click Cancel on the Save While Active panel.

49. Click the Where tab.

The Where panel allows you to specify where the saved data is to be stored. The view of thispanel is different depending in the whether you intend to backup to:

� Tape media using serial mode

In this mode, BRMS will use each drive sequentially as needed to complete thebackup.

� Tape media using parallel mode

In this mode, BRMS will use the drives concurrently as needed to complete thebackup.

Note: You can only use parallel mode then backing up user libraries.

� Save files

In this mode, BRMS saves the objects to savefiles which it creates for you in libraryQ1ABRMSFnn, where nn is the basic user disk pool number which contains the savefile library.

� Tivoli Storage Manager (TSM) servers

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In this mode, BRMS saves the user data to the TSM server you define as a BRMSdevice.

The Media (serial) panel allows you to specify:

� The media pool to be used

� Whether you want BRMS to automatically select the devices based on the mediapool you select, or use the devices you specify.

If you select Automatically select backup devices you can also specify whetherBRMS is to use from 1 to 4 devices.

If you select Use selected backup devices you use the Add button to add 1 to 4standalone devices of your choice or a single media library. A device isautomatically added for you if there is only one device which supports the mediapool you selected.

� You can also select whether BRMS is to use scratch (expired) media volumes orto add (append) the saved objects to active (unexpired) media volumes.

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50. Click Advanced.

The Advanced properties for the Where panel allows you to specify:

� The devices optimum block size to be used

� Whether the saved data is to be compressed

� Whether the saved data is to be compacted

� Whether the media volumes used are to be secured

� Whether the media volumes are to be marked for duplication

� The specific storage location of the media to be used

� Whether BRMS is to check to assured whether a minimum number of volumesare available for the backup

� A move policy that is to be assigned to the volumes

The last five properties can be different for full backups and changes only backups if youare running the backup policy in both modes and need unique attributes for each mode.

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51. Click Cancel.

52. Select Media (parallel) for Where to back up on the Where panel.

The Media (parallel) panel has many of the same attributes as the Media (Serial) panel withthe exception that you can specify the minimum and maximum number of devices that are tobe used during the parallel backup.

If you select Automatically select backup devices, BRMS will setup the save using theavailable devices which meet the minimum and maximum number of devices you specify forthe selected media pool.

If you select Use selected backup devices you use the Add button to add one media libraryor 1 to 4 standalone devices. BRMS will setup the save using the devices specified.

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53. Select Save file for Where to back up on the Where panel.

The Save file panel allows you to define the disk pool used to contain the Q1ABRMSnnlibraries where BRMS stores the save files created by this backup policy. You can choose thesystem (1) disk pool or any of the basic user (2-32) disk pools that are available on yoursystem.

You also define the storage limit of the disk pool which BRMS uses when saving to save files.If the current save will cause the storage limit of the disk pool to be exceeded, BRMS will skipthat portion of the save.

You can choose your own storage limit or indicate whether the system limit defined by systemvalue QSTGLOWLM is to be used.

You can define different save file properties for full backups and changes only backups if youare running the backup policy in both modes and need unique attributes for each mode.

You can also indicate as the bottom of this panel whether the save files created by this policyare allowed to be saved to tape media. If you choose this option, you must specify a mediapool and device to be used when saving the BRMS savefiles. Refer to the Save Save Filessection of this guide to learn how to save BRMS save files.

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54. Click Media Device Settings.

The Device Information for Back Up of Save Files to Media panel allows you to specify themedia pool and devices to be used when you run the save save files process.

You can specify:

� The media pool to be used

� Whether you want BRMS to automatically select the devices based on the mediapool you select, or use the devices you specify.

If you select Automatically select backup devices you can also specify whetherBRMS is to use from 1 to 4 devices.

If you select Use selected backup devices you use the Add button to add 1 to 4standalone devices of your choice or a single media library. A device isautomatically added for you if there is only one device which supports the mediapool you selected.

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55. Click Cancel.

56. Select TSM server for Where to back up on the Where panel.

The TSM server panel allows you to define:

� The TSM server name to be used for this backup policy

If there are no TSM server choices, use the Manage TSM Servers button to create aBRMS TSM server device. See section TSM Servers in this guide for a discussion ofthese panels.

� The connection name which is used to identify this backup to the TSM server

Note: The connection name is the TSM node name assigned to you by the TSM serveradministrator

� The storage location assigned to be used for the backupBRMS recommends you use the storage location name you assigned to the BRMSTSM server device when you created it rather than using Any location.

Hint: If there are no location choices but you were able to select a TSM server name,click Manage TSM Servers then return to this panel and the location choice shouldbe available.

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57. Click Cancel.

58. Click on the Media Retention tab.

The Media Retention panel allows you to select the type of retention you want applied to thesaved object. You can choose to retain the saved items:

� For a set number of days (1-9999)

Saved items will expire after the specified number of days has passed.

� To a future date

Saved items will expire after the date specified has passed.

� Keep the most number of saved versions (not recommended) Retain media field.

Saved items do not expire until the specified number of versions is exceeded. Theoldest versions beyond the specified value are expired.

� Keep permanently

Saved items do not expire and are kept permanently or until manually expired.

You can override the retention of a backup policy at the time you run the policy. If youuncheck Allow overrides when policy is run or scheduled, you can inhibit the override

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capability. See section Scheduling a System Backup for additional information on theoverride panels.

The retention override capability does not apply to the retention of saved items saved tosave files.

59.Click on the Save File Retention tab.

The Save File Retention panel allows you to select the type of retention you want applied tothe save files containing saved items. You can choose to retain the save files:

� For a set number of days (1-9999)

Save files (and saved items) will expire after the specified number of days haspassed.

� To a future date

Save files (and saved items) will expire after the date specified has passed.

� Keep permanently

Save files (and saved items) do not expire and are kept permanently or until manuallyexpired.

� Delete the save file after backing up to media

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Save files are kept until successfully saved to media.

When the save files are saved to media the media retention attributes of the backup policyare applied to the saved item. Saving the BRMS save files will also remove expired save filesto be removed for the save file libraries. For additional information on saving save files refer tosection Saving Save Files in this guide.

60.Click on the TSM Server Retention tab.

The TSM Server Retention panel allows you to specify the management class that BRMS isto use when sending saved objects to the TSM server using this backup policy. The TSMmanagement class is provided to you by the TSM server administrator. BRMS recommends that you do not use the STANDARD management class because it is notoptimized for efficient use of the TSM server storage when used with BRMS. See Chapter 12,Setting Up BRMS as a Tivoli Storage Manager (TSM) Client in the Backup Recovery andMedia Services User Guide, SC41-5345-03 for additional details for using BRMS as a TSMclient.

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61. Click OK.

62. Click the Activity tab.

The Activity panel allows you to specify whether the saves by the policy will be

� Full

� Changes only

� Customized mix of full and changes only

You can also specify the type of the change only backups, whether these are to be cumulativeor incremental.

You can override the activity of a backup policy at the time you run the policy. If you uncheckAllow overrides when policy is run or scheduled, you can inhibit the override capability.See section Scheduling a System Backup for additional information on the override panels.

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63. Select Customize.

64. Click Customize.

The Customize panel allows you to selectively define full backups for some backup itemsand changes only backups for other backup items. In addition, for any specific backup item,you can specify full backups to occur on some days and changes only backups to occur onother days.

For a full or changes backup to occur on a specific day of the week you must be sure toschedule the backup for that day of the week. The values in these fields do not apply if thebackup is not run on that day.

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65. Click OK.

66. Click OK on the Activity tab.

67. Click the After button on the backup policy Properties panel.

The Properties - After Backup panel allows you to modify attributes which define theactivities BRMS will perform after the backup (saves) complete.

The properties on the General tab allow you to specify whether:

� Whether a command is run before ending the backup policy

Note: You can alternately specify the days of the week the command is to be run.

� What action you want to take on the last media volume used by BRMS

� Whether you want to back up the changes to the BRMS data base information whichcontains important information about the most recent save

It is recommended that you save this information after each backup. If you are runningmultiple backup policies, then save this information using the last backup policy to run.

� Whether the integrated servers or hosted logical partitions started after the backup.

Note: These are restarted only if these were shutdown and you do not restart (IPL) thesystem.

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68. Click the Power Down tab.

The Power Down panel allows you to specify whether you want BRMS to power down thesystem after the backup and whether you want the system restarted. BRMS provides asproperties many of the options available through the PWDDWNSYS command.

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69. Click the Job Queues tab.

The Job Queues panel allows you to specify any job queues you want released after thebackup completes.

Use the Browse button to retrieve a list of subsystems which you can add to Job queues torelease.

If you are running multiple backup policies, you may choose not to release job queues inwhich case you would release the job queues on the last backup policy to run.

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70. Click the Subsystems tab.

The Subsystems panel allows you to define specific subsystems you want restarted after thebackup completes. If you are restarting the system, these subsystem are restarted by thecontrolling subsystem, not by BRMS.

Use the Browse button to retrieve a list of subsystems which you can add to Subsystems torestart.

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71. Click OK.

72. Click Cancel on the Properties panel.

This completes the exploration of the backup policy properties panels.

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Move Policy WizardThis chapter introduces you to the move policy wizard which you can use to help you create movepolicies. You can use move policies to schedule moves of media to offsite locations, to location your media at these locations, and track when this media is scheduled to be moved to the next storage location. Move policies include information about the different storage locations that yourmedia will reside in during its life cycle. For example, when you do weekly full backups of yourserver, you have a courier come to pick up your media and take it to a bank vault, where it staysfor 21 days. At the end of the 21 days, the media is returned to your site and placed in a filingcabinet or a media library in your computer room. A move policy for your full backups would keeptrack of where your media was at each step of its journey, and would include information abouteach storage location, such as how long it would take the retrieve the media from this location inthe event of an emergency.

Move policies determine the sequence, storage location, and duration of storage retention formedia. The move management procedure utilizes the move policy to determine which media areeligible for moves and then moves the candidate volumes. Moves may be verified automatically ormanually as directed in the move policy.

The following are key terms referred to by media move operations:

Home locationThe name of the location where media is stored awaiting use and the target location forreturn after expiration, typically the on-site BRMS media inventory.

Move managementThe move management process runs on request or through a job scheduler tomove media and containers. This process instructs BRMS to move media according to thespecified move policies using standard move verifications.

Move verificationYou can specify that media moves be verified automatically or require manual verification.Move verification is specified in the move policy, giving you the flexibility to automaticallyverify some moves and manually verify others. Move verification automatically triggers theupdate of associated information in the media inventory regarding media status andlocation.

It is important to remember that other than the ejection of media volumes from media libraries,BRMS does not perform any physical movement of media. BRMS move policies only process alogical movement of and produces movement reports that show the move candidates and theassociated locations.

The following steps guide you through the panels of the Move Policy Wizard for creating a movepolicy which accomplishes the strategy discussed in the first paragraph.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Open Movement tasks from Backup Recovery and Media Services Tasks.

3. Click Create a move policy.

The first panel to appear when starting the Move Policy Wizard is the Welcome panel.

The Help button on the Welcome panel provides you with guidance on possible movestrategies.

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Click the Help buttons on the wizard panels for additional guidance as you progress throughthe steps of creating a move Policy.

4. Click Next.

The Move Policy Name panel allows you to name the new move policy and to enter adescription of the move policy.

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5. Enter movemedia for Name and a suitable description.

6. Click Next.

The Storage Location panel provides would with a list of all locations defined to BRMS. Fromthis list you select the locations where you want the media moved. When movement is run,the media is moved from the home location to the first location in the move policy. The mediathen moves to each of the locations you specify and stays at these locations for the durationyou specify. When movement is run, BRMS will check to see how long the media has been atits current location, and select it as a candidate for movement to the next subsequent locationin the policy if the duration criteria has been met. When media is ready to be moved from thelast location specified in the move policy, it is moved back to the home location.

If a location is not available to you, you can click on Create New Location to create thelocation. Refer to the Manage Locations section in this guide for additional information onthese panels.

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7. Find and select the Vault location.

8. Click Add Before.

Note: When you create a move policy involving a move to multiple locations, use the AddBefore and Add After buttons to place these location in the order these are to be moved.

9. Click Next.

The Duration panel allows you to define how long the media is to remain at each locationbefore being moved to the subsequent location. You can keep media at a location:

� For a specified number of days

� Until the media expires

� Forever

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10. Select the Vault location.

11. Enter 21 for Duration in Days.

12. Click Next.

The Verify Moves panel allows you to indicate whether you want the media moved under thispolicy to be verified manually or automatically.

Typically, you should manually verify all moves by this policy when you first run it to assure themoves are happening as intended. When you are satisfied the move policy is working asintended, you can turn off manual move verification to allow the movement process to occurautomatically.

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13. Click Next.

The Select Backup Policies panel allows you to assign the new move policy to specificbackup policies. When you run the backup policy, the move policy will be assigned to anymedia used by the backup policy. Then when you run media movement, the backup mediawill be moved as directed by the move policy.

The panel allows you to assigned the move policy to the backup media used for full backupand/or the backup media used for changes only backups.

The panel also shows you whether the backup policy you select does or does not have movepolicies already assigned.

The Properties button allows you to view the backup policy properties of the backup policycurrently selected.

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14. Find and select Newpolicy for Backup policy.

15. Check Full and Changes Only for Use New Move Policy.

16. Click Next.

The Summary panel lists the attributes of the new move policy. From here you can acceptand create the new policy or go back to previous panels to modify the policy.

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17. Click Finish.

The Creating New Policy dialog will appear as the new move policy is being created.

The Move Policy Created panel is presented when the move policy has been successfulcreated.

From this panel you can schedule the policy to be run or indicate you are done.

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18. Click Done.

You have completed the review of the Move Policy Wizard.

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Move Policy PropertiesThis chapter introduces you to the move policy properties panels which you can use to manageyour existing move policies.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Open Backup, Recovery and Media Services folder.

2. Open Move Policies folder.

3. Right-click on the Movemedia policy.

4. Click Properties.

The General move policy properties panel allows you to modify the description of the policyand to select whether you want the moves under this policy to be manually verified.

The panel also shows you when the policy was last modified and the name of the user profilewho modified the policy.

Use the Help button on the properties panels to learn additional details about the panelproperties.

5. Click Backup policies.

The Backup Policies Using Move Policy panel shows you the backup policies currentlyusing this move policy. You can modify the move policy used by a backup policy as follows:

� Open the Backup Recovery and Media Services folder.

� Open the Backup Policies folder.

� Right-click on the backup policy you want to assign a move policy.

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� Click the During button.

� Click the Where tab.

� Click the Advanced button.

� Select the Move policy from the list of available policies

6. Click Close.

7. Click the Locations tab.

From the Locations panel you can add, remove, or reorder the locations of the move policy.You can also change the duration of the locations in your move policy.

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8. Click Edit Duration.

The Edit Duration panel shows you the current duration for the selected location and allowsyou to modify the duration to any of the supported values.

9. Click OK.

10. Click Add.

The Add Location panel allows you to add a location to the current move policy and to assigna duration. If the location is not available, use the New button to create the location.

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11. Click OK.

12. Click Cancel.

You have completed the review of the move policy properties.

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Media MovementMedia movement is the process BRMS uses to perform logical movement of your media throughthe movement patterns which you have defined in move policies. This section discusses themethods for initiating this movement activity.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Open Movement tasks from Backup Recovery and Media Services Tasks.

3. Click Run all move policies.

The Run Move Polices panel provides a means for you to run all move polices now orschedule to run all the move policies at a later time and date, or run all move policies on aregularly scheduled Basis.

4. Click Schedule.

The Management Central Scheduler panel allows you specify on which days the policy is torun, as well as a starting date and a starting time.

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5. Set Date to start to tomorrow or the day after.

6. Click OK.

The iSeries Navigator task scheduled confirmation panel tells you to look in the ScheduledTasks folder in the Management Central folder to view the status of the task or to work withthe Run All Move Policies task.

7. Click OK on the task scheduled confirmation panel.

8. Open the Management Central folder at the top of the iSeries Navigator hierarchy.

9. Open the Scheduled Tasks folder in Management Central folder.

10. Open the Backup, Recovery and Media Services folder in the Scheduled Tasks folder toview the system backup task you just scheduled.

You should be able to find an task entry labeled Run All Move Policies under Tasks in theright pane of the main iSeries Navigator panel.

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11. Place the cursor over the slider bar at the bottom of the right pane, hold down the left mousebutton and slowly slide the bar to the right.

12. Explore the information in each of the columns for the Run All Move Policies task.

13. Right-click on the Run All Move Policies task.

14. Click Delete.

The Confirm Delete panel is used to validate your request to delete the task. You would usethis function to remove a task from the scheduler.

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15. Click Delete.

16. Open the Backup, Recovery and Media Services folder.

17. Open Move Policies folder.

18. Right-click on the Movemedia move policy.

19. Click Run now.

20. Click OK on the iSeries Navigator task scheduled confirmation panel.

21. Open Management Central folder.

22. Open the Task Activity folder in the Management Central folder.

23. Open the Backup, Recovery and Media Services folder in the Task Activity folder.

This provides you with a summary of all completed BRMS tasks.

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24. Right-click the Run Move Policy Movemedia task.

25. Click Status to bring up the Run Mypolicy backup policy Status panel.

26. Click the entry to highlight the Output icon.

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27. Click the Output icon to bring up the Printer Output panel which contains the job log for thecompleted task.

28. Click the Backup, Recovery and Media Services folder.

29. Open Movement tasks from Backup Recovery and Media Services Tasks.

30. Click Verify Moves.

The Verify Moves panel allows you the opportunity to verify each step of the media movementbefore progressing to the next step. Typically you would use movement verification aftercreating and implementing a new move policy to assure the media is being moved fromlocation to location correctly. Once you are satisfied with the operation of the move policy, youwould uncheck the Verify moves manually attribute using move policy properties.

31. Click Verify Move.

The move operation is completed and the panel is refreshed to show there are no morepending moves.

This completes the section on media movement.

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Create a Simple Backup PolicyThis section and the following chapter guide you through the steps to create a simple backuppolicy which will be used in the following section to run a backup in order to create historyinformation in the BRMS database.

Note: History information is required to complete the remaining chapters in this guide.

1. Open the Backup, Recovery and Media Services folder.

2. Open the Backup Policies folder.

3. Right-click on the *Bkugrp backup policy.

4. Click New based on.

5. Enter Mypolicy for Policy.

6. Click During.

7. Select All user data.

8. Click Remove.

9. Select All document data.

10. Click Remove.

11. Select All directory data.

12. Click Remove.

13. Click Add.

14. Click Next on the Welcome panel.

15. Select User data on the Customize IBM Data or User Data panel.

16. Click Next.

17. Select Select specific objects for backup.

18. Click Next.

19. Select the following objects from the Select Items for Backup panel:

QIBM/localesQDLS/QBKBOOKS (or some other suitable folder with documents)QSYS.LIB/QGPL.LIB/QDDSSRC.FILE

20. Click Next.

21. Click Next on the Create Folder List panel.

22. Click Next on the Create Objects List panel.

23. Click Next on the Create Directories List panel.

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24. Click Finish on the Summary panel.

25. Select All for Track Object Detail for All Items to Back Up on the During Backup panel.

26. Click the Where tab.

27. Select a Save file for Where to back up.

28. Uncheck the Allow backup of save files to media check box.

29. Click OK.

30. Click Next.

31. Click OK on the New Policy Based on panel to create the new policy.

Now follow the steps in Scheduling a Backup to run the backup policy you just created.

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Scheduling a BackupThis section explores how the BRMS client is integrated with the Management Central.Management Central is used by BRMS to run and schedule backup operations. This section willguide you through the steps and panels you will encounter when scheduling a backup operation.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Open the Backup, Recovery and Media Services folder.

2. Open the Backup Policies folder.

3. Right-click on the Mypolicy backup policy you created in the previous section.

4. Click Schedule.

The Backup Activity Override panel appears, which indicates the Mypolicy backup policy isscheduled for a Full backup. You can override the policy setting by clicking the Overridepolicy setting radio button and selecting Changes only. This provides an easy way for youto change the way a backup policy is run. Using overrides eliminates the need for you tocreate one policy for full backups and another policy for changes only backups. You simplymanage it by scheduling the same policy with different activity settings.

A Changes only backup is the term the BRMS client uses for backups that include onlychanged objects. This can be objects changed since the last Full back up or objects changessince the last Changes only back up. The type of Changes only back up is defined on theActivity tab of the backup policy During properties.

5. Click OK

You are presented with the Retention Override panel which indicates the Mypolicy backuppolicy is using a 35-day retention for the backup. You can override the policy setting byclicking on the Override policy settings radio button and specifying a different retention. Thisprovides an easy way to change the way a backup policy is run. Using overrides eliminatesthe need for you to create one policy using one retention and another policy using a differentretention. You simply manage the retention by specifying the desired retention whenscheduling the policy.

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Retention refers to how long the backup data is saved on the media and in the BRMS history.This saved data and the media is considered active data during the retention period. At theend of the retention period the saved history and the media containing the saved dataexpires. Expired saved items are removed from history. The media containing the saved dataalso expires if all saved objects on the volume are expired. Expired volumes are placed backin the media pool and are available for reuse. Old saved data on expired volumes cannot berestored once the volume is reused for a new backup.

6. Click OK.

The Management Central Scheduler panel allows you specify on which days the policy is torun, as well as a starting date and a starting time.

7. Set Date to start to tomorrow or the day after.

8. Click OK.

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The iSeries Navigator task scheduled confirmation panel tells you to look in the ScheduledTasks folder in the Management Central folder view the status of the task or to work with thetask.

9. Click OK on the iSeries Navigator task scheduled confirmation panel.

10. Open the Management Central folder at the top of the iSeries Navigator hierarchy.

11. Open the Scheduled Tasks folder in Management Central folder.

12. Open the Backup, Recovery and Media Services folder in the Scheduled Tasks folder toview the system backup task you just scheduled.

You should be able to find an task entry labeled Run Mypolicy backup policy under Tasksin the right pane of the main iSeries Navigator panel.

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13. Place the cursor over the slider bar at the bottom of the right pane, hold down the left mousebutton and slowly slide the bar to the right.

14. Explore the information in each of the columns for the Run Mypolicy backup policy task.

15. Right-click the Run Mypolicy backup policy task.

16. Click Start Based On.

This function brings up the Start Task Based On panel which you use to start or schedule anew task based on the properties of the selected task. This might be useful to restart abackup that did not complete successfully.

If your backup had included an All IBM data or All user data backup item, you could selectone of these and then use the Starting library prompt to specify the name of a library whereyou want the backup to begin when you restart a backup policy that might have endedprematurely while processing either of these backup items.

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17. Click Cancel.

18. Right-click Run Mypolicy backup policy.

19. Click Delete.

The Confirm Delete panel is used to validate your request to delete the task. You would usethis function to remove a task from the scheduler.

20. Click Delete.

21. Open the Backup, Recovery and Media Services folder.

22. Open the Backup Policies folder.

23. Right-click on the Mypolicy backup policy you created in the previous section.

24. Click Run now.

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25. Click OK on the Backup Activity Override panel.

26. Click OK on the Backup Retention Override panel.

27. Open Management Central folder.

28. Open the Task Activity folder in the Management Central folder.

29. Open the Backup, Recovery and Media Services folder in the Task Activity folder.

30. Right-click the Run Mypolicy backup policy task.

31. Click Status to bring up the Run Mypolicy backup policy Status panel.

32. Click the entry to highlight the Output icon.

33. Click the Output icon to bring up the Printer Output panel which contains the job log for thecompleted task

34. Close all open windows and folders when you have completed your exploration.

This complete the sections on running and scheduling a backup policy.

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Backup and Recovery Log

This chapter introduces you to the BRMS Backup and Recovery Log panels.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click on Backup, Recovery and Media Services folder.

2. Click Display Backup and Recovery Log under Backup Recovery and media ServicesTasks.

The Include panel allows you to filter the messages retrieved from the BRMS backup andrecovery log.

3. Click the Help button to learn more about the filters available on this panel .

4. Click OK.

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The Backup and Recovery Log panel presents the messages in the BRMS log meeting thecriteria imposed by any filters you select. The messages are sorted by date and time. Thenewest messages are at the bottom of the list.

Note: Text of messages in this display is in the primary or secondary language of the iSeriesserver, not the current language of the workstation.

5. Right-click one of the messages.

6. Click Details.

The Detailed Message Information panel shows you detailed message information for theselected message.

Note: The text of Message and Message Help is based on the primary or secondarylanguage of the iSeries server, not the current language of the workstation.

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7. Click OK.

8. Close the Backup and Recovery Log panel when you complete your exploration.

9. This complete the review of the panels provided by the client for viewing the BRMS backupand recovery log.

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Backup History This chapter shows you how to view BRMS history information. BRMS history is information that isstored in BRMS databases about a saved item. This information is retained in the database for aretention period which you specify when you create the policy. A saved item and the media it isstored on are referred to as being active during this retention period. BRMS assures that activesaved items are not accidentally overwritten. At the end of a retention period, the saved item isexpired. The media volume containing the saved item expires when all saved items on the mediaexpire. Saved items and media volumes are expired when you run BRMS maintenance.

Note: Because the history information on your system is current, the dates and times in some ofthe screen captures that follow will be different than what you will see.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click on Backup, Recovery and Media Services folder.

2. Click View backup history under Backup Recovery and media Services Tasks.

3. The Include panel allows you to filter or subset the history view.Click the Help button to learnmore about these filters.

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4. Select Mypolicy for Policy.

5. Select Security data for Back-up items - Type.

6. Select Successful backups for Completion status.

7. Click OK.

The Backup History panel shows you a non-detailed view of the saved item history. Whenwe refer to history there are multiple views. The top view, also referred to as the non-detailview shows the backup items by type. You can select and open backup items from the topview to view the first level of the detail view. Typically this first level consists of objectscontainers such as libraries, folder or directories. You can continue opening these detailedviews until you get to specific backup items like objects, members, documents or files.Opening these detailed views is often referred to as drilling down. When you run a backup, you can set the backup policy properties to indicate whether objectdetail is to be kept for the saved items. If you set the attribute for a backup item to indicatethat object detail is not to be kept, you will not be able to drill down below the non-detailedview. Restoring objects using non-detailed history information requires that you know the

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name of the object(s). It is recommended that you kept detailed history information of all youruser data to facilitate easy recovery.

Some experienced BRMS users intently omit keeping object detail to shorten their backupwindow. Object detail processing does require additional machine cycles to process andadditional storage to maintain.

8. Right-click the Security data entry.

9. Explore the functions available from the context menu. Functions available are:

Displays details of the backed-up item.DetailsDeletes the selected item from the backup history.DeleteExpires the selected item in the backup history.ExpireDisplays the set of media for the selected object.Media SetDisplays the volume’s properties for the selected itemMediaRestores the selected item.Restore

10. Click View.

11. Click Customize this view.

12. Click Columns.

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The Columns panel allows you to select which column information is included on the BackupHistory panel.

13. Select Backup Type in Columns to be displayed.

14. Click Remove.

15. Select Type in Columns to be displayed.

16. Click Remove.

17. Click OK.

Notice the Type and Backup Type columns are removed from the Backup History panelwhen it is refreshed.

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18. Click View.

19. Click Customize this view.

20. Click Sort.

The Sort panel allows you to specify how the Back Up Items are sorted. You do this bymoving the name of the column from Columns available to sort to Sort based on thefollowing. If multiple entries are listed in Sort based on the following, the sort is applied tothe first entry, then the second, and so on.

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21. Click OK to return to the Backup History panel when you have completed exploring sort.

22. Right-click Security data.

23. Click Expire.

The Confirm Expire panel forces you to acknowledge the expiration request. Expired saveditems are removed from history when maintenance is run.

24. Click Cancel on the Confirm Expire panel.

25. Click on Delete for the selected item.

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The Confirm Delete panel forces you to acknowledge the delete request. Deleted saveditems are removed from history when you click Delete. Deleted saved items can only berestored using the adhoc restore process and only if the media containing the saved item hasnot expired and has not been overwritten. Always use caution when expiring and deletingbackup items from the history information.

26. Click Cancel on the Confirm Delete panel.

27. Click Details for the selected item.

The Backup Details panel provides you with additional information about the backed up item.The General tab provides information about the saved object.

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28. Click the Media tab.

The Media tab provides information about where you can find the saved object.

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29. Click Cancel.

30. Click Open for the selected item.

This function provides you with the object detail for this backed up item.

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31. Select your user profile under Backed Up Item the history detail view.

32. Right-click on the selected user profile.

33. Click Restore.

You are taken to the Welcome panel of the Restore Wizard which guides you through therestore process.

34. Click Cancel. We will discuss the Restore Wizard in the next chapter.

35. Right-click on the selected object.

Notice the Media and Media set functions are greyed out. If you had saved this object to tapemedia, these functions would display the media volume or volumes containing the saved item.These are the same panels discussed in the Tape Volumes chapter of this guide.

36. Close the Backup History panels when you have finished exploring.

You are encouraged to try different views of Backup History using different attributes on theInclude panel.

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Restore Wizard (History)This chapter shows you how to perform a restore operation using the Restore Wizard when thesaved item is in the BRMS history information.

Note: Because the history information on your system is current, the dates and times in some ofthe screen captures that follow will be different than what you will see.

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services icon.

2. Click Restore iSeries data from Backup Recovery and Media Services Tasks.

3. Click Next on the Welcome panel.

4. Click Next on the Restore from Backup History or Device panel.

5. Select User Profiles on the Select Type of Information panel.

6. Click Next .

The Specify the Saved Version to Restore panel allows you to specify what version of thesaved item you want to restore. You can have the restore wizard restore the most recentbackup (Restore the most current), you can have the wizard present you with a list of saveddates (Select the date to restore), or you can specify a date you want the saved itemrestored to (Restore to this date).

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7. Select Select the date to restore.

8. Click Next.

The Select the Date of the Save panel presents you with the save dates when User Profileswere backed up.

9. Select the entry that has the same save date as the date you ran the backup outlined in theRunning a Simple Backup chapter.

10. Click Details.

11. This is the same Backup Details panel we reviewed in the Backup History chapter.

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12. Click Cancel.

13. Click Next on the Select the Date of the Save panel.

The Select Users panel presents you with a list of the user profiles saved for the Securitydata back up item. The Details button provides you with additional information about thesaved object, providing a panel similar to the Backup Details panel shown above.

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14. Select your user profile from the list by checking the check box to the left of the entry.

15. Click Next .

The Summary panel provides a confirmation of the backup item(s) you are about to restore.At this point, you would click Finish to restore the saved item(s), Schedule to schedule therestore to occur at a later time, Cancel to exit the Restore Wizard, or Back to add or removeobjects.

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16. Click Details.

The Details panel provides you with a list of the objects you are about to restore.

17. Click Close.

18. Click Finish.

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The restore operation is started as a task in Management Central. The following panel ispresented to confirm the task has been started and identifies the name of the task and whereyou can view the status.

19. Click OK.

We have already discussed in previous sections how to locate the task in the BackupRecovery and Media Services folder in the Task Activity folder in the ManagementCentral folder.

Now try another restore scenario.

1. Click Restore iSeries data from Backup Recovery and Media Services Tasks.

2. Click Next on the Welcome panel.

3. Click Next on the Restore from Backup History or Device panel.

4. Select A library, its objects, or its members on the Select Type of Information panel.

5. Click Next .

The Select Library panel allows you to enter the name of the library you want to restore. Ifyou don’t know the name of the library, you can click Browse… and it will provide you a list oflibraries that have been backed up by BRMS.

You can also select or specify the name of an auxiliary storage pool device if you know thename of the auxiliary storage pool device that contained the object at the time of the save.The auxiliary storage pool device distinction may be necessary if the library names are notunique. A library of the same name can exist on different auxiliary storage pool devices.

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6. Enter qgpl for Library.

7. Click Next .

8. Select Select the date to restore on the Specify the Saved Version to Restore panel.

9. Click Next .

10. Select the entry that has the same save date as the date you ran the backup outlined in theRunning a Simple Backup chapter.

11. Click Next on the Select the Date of the Save panel.

The Restore Entire Library panel gives you the opportunity to specify whether the entirelibrary is to be restored or whether you want to restore one or more objects from the library.

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12. Select Select objects in the library to restore.

13. Click Next .

The Select Objects panel allows you to select one or more objects you want to restore.

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14. Select the check box for the Qddssrc object.

15. Select the Select database members in the selected object to restore check box.

16. Click Next.

The Select Members panels allows you to select specific members from the data base filethat you want restored.

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17. Check Select all members.

18. Click Next.

The Restore to Same Disk Pool panel lets you specify whether you want to restore theobject(s) to the same disk pool from which these were saved or to a different disk pool.

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19. Click Next.

The Restore to Same Location panel lets you specify whether you want to restore theobject(s) to the same library from which these were saved or to a different library.

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20. Click Next .

The restore Summary panel, discussed previously, summarizes the objects you intend torestore.

21. Click Advanced.

The Advanced Options panel allows you to specify additional attributes to be applied to therestore of the data base file members.

You can specify how differences are to be handled if differences exist between the savedobject and the current object.

You can also select member options that allow you to specify different types of subsets of themembers to be restored.

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22. Click OK.

23. Click Cancel.

Lets try a restore scenario for directories and files.

1. Click Restore iSeries data from Backup Recovery and Media Services Tasks.

2. Click Next on the Welcome panel.

3. Click Next on the Restore from Backup History or Device panel.

4. Select A directory or its files on the Select Type of Information panel.

5. Click Next.

The Specify the Directory panel allows you to enter the name of the directory containing theobjects you want to restore. If you don’t know the name of the directory, you can clickBrowse… to find a list of saved directories.

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6. Enter /QIBM/locales for Directory (the directory name is case sensitive).

7. Click Next .

8. Select Select the date to restore on the Specify the Saved Version to Restore panel.

9. Click Next .

10. Select the entry that has the same save date as the date you ran the backup outlined theRunning a Simple Backup chapter.

11. Click Next on the Select the Date of the Save panel.

The Restore Entire Directory panel gives you the opportunity to specify whether only thedirectory is to be restored (Restore directory only), or the directory and all its files includingany sub-directories are restored (Restore directory and all files - Include sub-directories),

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or whether you want to select the files to be restored (Select files in the directory torestore).

12. Select Select files in the directory to restore.

13. Click Next .

The Select Files panel allows you to select the specific files you want to restore.

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14. Select any two files from the list.

15. Click Next.

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The Restore Multiple Objects Using Same Name panel allows you to restore the savedobjects under new names if you choose.

16. Select No, change to new name and enter new names for the selected objects.

17. Click Next .

The Restore to Same Location panel allows you to enter a new directory path to which therenamed objects will be restored.

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18. Select No, restore to different location.

19. Enter /tmp/locales.

20. Click Next .

The Create New Location dialog is presented if the directory you specified for a new locationdoes not exist. You have the option to verify the location name and indicate whether you do ordo not want the location created.

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21. Click OK.

The Summary panel shows you the objects being restored, the new names to be assigned tothe restored files, and the new location where the files can be found after these are restored.

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22. Click Cancel.

This completes the walk-through of the BRMS client Restore Wizard.

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Restore Wizard (Adhoc)This chapter shows you how to perform a restore operation using the Restore Wizard when thesaved item is not contained in the BRMS history information (this is referred to as an adhocrestore).

Use the Help buttons as you traverse the panels to learn additional information about the termsand functions.

1. Click the Backup, Recovery and Media Services folder.

2. Click on Restore iSeries data from Backup Recovery and Media Services Tasks.

3. Click Next on the Welcome panel.

The Restore from Backup History or Device panel determines whether this is a restorefrom backup history or an adhoc restore.

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4. Select Specify media to indicate this is an adhoc restore.

5. Select a device for Device media is mounted on. This will be the device where you mountthe media containing the volume where the saved item is stored.

6. Click Next.

The Select Type of Information panel allows you to specify the type of information to berestored. The restore wizard provides you with several object type options.

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7. Select A library and all of its objects.

8. Click Next.

The Select Library panel allows you to specify the name of the library to be restored.

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9. Enter mylibrary for Library.

10. Click Next.

The Restore to Same Location panel allows you to specify whether the library is to berestored using the saved library named, or using a new name provided by you.

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11. Click No, restore to different library.

12. Click Browse.

The Browse Libraries panel allows you to choose an existing library into which the savedobjects are to be restored.

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13. Select a library.

14. Click OK.

15. Click Next..

The Summary panel summarizes the pending restore operation.

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16. Click the Details… button.

The Restore Details panel shows you a summary of the items you specified are to be torestored.

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17. Click Close.

18. Click Advanced Options…

The Advanced Options panel allows you to specify additional options related to your restoreoperation.

For instance, maybe you know Mylibrary is stored on the volume several times and you wantto specify the file sequence number of the specific version you want restored.

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19. Click OK.

Click Cancel to exit the Restore Wizard and adhoc restores.

You are encouraged to explore alternate paths through the wizard for the different object types.

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