table of contentsibm tivoli storage manager for virtual environments is demonstrated as a modern ......

Table of ContentsLab Overview .................................................................................................................... 2

HOL-PRT-1302 - Simplified data protection for virtual machines with Tivoli StorageManager for Virtual Environments........................................................................... 3

Tivoli Storage Manager for Virtual Environments Overview .............................................. 5Evolution of TSM for Virtual Environments .............................................................. 6

Exploring the Virtual Environment .................................................................................. 11Explore the lab environment................................................................................. 12

Performing the Initial Configuration ............................................................................... 19Using the Configuration Wizard to complete the initial configuration ...................20

Scheduling Backups ........................................................................................................ 31Performing an Incremental Backup operation ....................................................... 32

Backing up changed data ............................................................................................... 41Simulating data changes in the production environment......................................42

Recovering Critical Data ................................................................................................. 60Using the Recovery Agent to restore critical data ................................................. 61

Simulating the Loss of a VM............................................................................................ 83Simulating the loss of an entire virtual machine................................................... 84

Recovering an Entire VM................................................................................................. 89Restoring an entire virtual machine from a backup .............................................. 90

Conclusion ...................................................................................................................... 97Conclusion............................................................................................................. 98

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VMware Beta Program CONFIDENTIAL

Lab Overview

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HOL-PRT-1302 - Simplified dataprotection for virtual machines withTivoli Storage Manager for VirtualEnvironments

IBM Tivoli Storage Manager for Virtual Environments is demonstrated as a modernbackup technology that makes more efficient use of hardware and network resourcesand is easier to administer than traditional in-guest backup methods for protecting andrecovering data in VMware environments.

This lab puts the participant in the role of a VMware administrator who is confrontedwith the dual challenges of 1) satisfying the demands from internal customers for morerobust data protection, and 2) simplifying the task of managing a profusion of dataprotection service level agreements.

Participants will learn how to configure IBM Tivoli Storage Manager for VirtualEnvironments to leverage their existing Tivoli Storage Manager environment to providescheduled protection and simplified recovery of mission-critical virtual machine data.

Lab Scenario

Umbrella Corporation, as part of a cost-containment initiative, has directed its ITdepartment to consolidate and virtualize the physical machines used by internaldepartments for daily business operations. The IT department has been tasked withimplementing a new charge-back model for providing data protection that allows eachinternal department to customize a service level agreement with specific recovery pointand recovery time objectives.

The IT team has made good progress and about 80 percent of the servers have beenvirtualized, but the data is still being protected using traditional in-guest backupmethods. The Tivoli Storage Manager administrator and the VMware administrator arenow ready to deploy TSM for Virtual Environments and implement a more efficient dataprotection model that is easier to administer. This will also consolidate the full-machinerecovery procedure which currently requires multiple steps into a greatly simplifiedsingle-step restore operation.

Lab Environment

This lab is appropriate for VMware administrators and IT managers who want totransition to a more modern backup technology that makes more efficient use of

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hardware and network resources and is easier to administer than traditional in-guestbackup methods.

The lab environment consists of three virtual machines:

• A Tivoli Storage Manager server that serves as the repository for protecteddata.

• A vCenter Server machine that is used to configure and manage IBM TivoliStorage Manager for Virtual Environments.

• An ESXi host that supports an additional three nested virtual machines. Thesenested VMs will be backed up and restored by the participant.

It will take about 60 minutes to complete this lab.

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Tivoli Storage Managerfor Virtual Environments

Overview

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Evolution of TSM for VirtualEnvironmentsBrief Review

Tivoli Storage Manager (TSM) has protected data in virtual environments for some time,and has continued to evolve new methodologies and functionality as new technologiesemerge and new challenges arise. A brief review of this evolution will aid yourunderstanding of the lab environment and learning objectives for this session.

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Agent in each guest

The original and most basic method for protecting a virtual machine data is to installthe Tivoli Storage Manager agent directly into the guest environment.

Many users are still following this approach, as Tivoli Storage Manager supports manyhypervisors (such as KVM, Hyper-V, VMware, LPARs and others) and many guestoperating systems (such as Windows, Linux, zLinux, z/OS, Solaris among others).

The advantage of this approach is that backup operations are progressive-incremental.You can install TSM for Mail, TSM for Databases, or TSM for ERP directly in the guest OS,providing application awareness.

The disadvantages are that this approach requires an individual agent in each guest,and there is no integration with VMware, making management a challenge.

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Agent on proxy server

The next stage in the evolution of TSM for Virtual Environments removed the agent fromthe guest and placed it instead on a proxy server. Both VMware and Hyper-V supportedthis ability.

Although this approach provided a more robust backup solution, it required the data tobe transferred to the proxy server before it could be backed up or restored. This extra"data hop" was less than ideal.

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vStorage API

VMware introduced the vStorage API, also referred to as vSphere or vStorage API forData Protection (VADP), in 2009. This new technology allowed the proxy server toaccess the data directly on the ESX host storage, eliminating the need for the extra"data hop" thus streamlining backup and recovery operations.

TSM for Virtual Environments support file level backup operations using the vStorageAPIs. You will explore this functionality as you perform the lab exercises for this session.

Recent enhancements

The most recent enhancements to TSM for Virtual Environments leverage the vStorageAPI Change Block Tracking (CBT) mechanism to provide an incremental forever backupmethodolgy.

Supported virtual machine backup operations include:

• CBT with incremental forever backup and periodic full backups

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Supported virtual machine recovery operations include:

• File level• Volume level• Disk level• Full VM

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Exploring the VirtualEnvironment

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Explore the lab environmentObjectives

In this exercise you will use the VMware vSphere Web Client to explore the trainingenvironment and become familiar with the resources that have been provided for thislab.

Becoming acquainted with the training environment and how it differs from a productionenvironment will aid your understanding of the concepts and procedures that you willexplore as you complete the lab exercises.

Launch Internet Explorer

From the desktop of the controlcenter virtual machine, launch Internet Explorer.

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Login to the VMware vSphere Web Client

Login to the VMware vSphere Web Client using these credentials:

User name: AdministratorPassword: VMware1!

Unpin the Recent Tasks panel

Click the push pin icon in the upper-right corner to unpin the Recent Tasks panel.This will allow you to see more of the main panel.

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Select vCenter in the navigation panel

Using the navigation panel on the left, you will expand several items in order to view thedatacenter that has been configured for the lab exercises.

Start by clicking the vCenter item.

Select Hosts and Clusters

Click the Hosts and Clusters item.

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Expand the navigation tree

In the navigation tree, expand VCENTER.corp.local > Datacenter > Cluster toreveal the esx-01a.corp.local host and the two virtual machines (billxp andTEDwin8) that it supports.

Launch the console

Right-click billxp and click Open Console.

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Open Windows Explorer

Using the desktop of billxp, right-click Start and select Explore to open WindowsExplorer.

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Locate the DemoData folder

Navigate to the C:\DemoData folder.

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Review the sample data files

Review the files in the DemoData folder, then close Windows Explorer.

In later exercises, you will manipulate these sample files to explore the backup andrecovery features of Data Protection for Virtual Environments.

Return to the vSphere Web Client

Click the vSphere Web Client tab in Internet Explorer to return to the web client.

Do not close the billxp console. You will use it in a later exercise to add more files tothe DemoData folder.

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Performing the InitialConfiguration

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Using the Configuration Wizard tocomplete the initial configurationObjectives

The initial configuration is performed using the VSphere Client Plug-in Wizard. After thewizard guides you through the configuration steps, the environment is operational andbackup operations can be performed.

Open a new Internet Explorer tab

In Internet Explorer, click the New Tab button to open another tab.

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Launch another vSphere Web Client instance

Click the vSphere Web Client bookmark in Internet Explorer to open another instanceof the web client in the new tab.

This will make it easier for you to switch between the different GUIs as you perform thelab exercises.

Select the Home tab

Using the vSphere Web Client, select the Home tab.

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Launch the Tivoli Data Protection for VMware interface

Scroll down if necessary and launch the Tivoli Data Protection for VMware plug-ininterface.

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Display all content

If a message is displayed about secure content, click Show all content.

Unpin panels

Click the pushpin icons to unpin the panels on the left and right side of the window. Thiswill reveal more of the main panel.

Remember that you can do this as needed as you progress through the lab exercises.

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About the Configuration Wizard

In a production environment, the first time you start the interface you will be promptedto launch the Configuration Wizard.

This has already been done in the lab environment, so you will not see thiswindow.

Select the Configuration tab

Review the information presented on the Getting Started tab, then click theConfiguration tab.

Run the Configuration Wizard

Remember that the initial configuration has already been performed in this labenvironment.

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Review the status of the configuration, then click Run Configuration Wizard toexplore the steps that you would perform in a production environment.

Welcome

The configuration wizard is used to configure the settings required to communicate withthe Tivoli Storage Manager server and establish proxy node relationships.

Review the information on the Welcome panel, then click Next.

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Server Credentials

In a production environment, you will use the Server Credentials panel to supply thecredentials needed for the Tivoli Storage Manager Server.

For this lab exercise, review the required fields, then select the Save this ID check boxand click Next.

Node Definition Options

Review the Node Definition Options, then click Next.

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vCenter Node

In a production environment, you will use the vCenter Node panel to supply thecredentials to register your vCenter to the Tivoli Storage Manager Server.

For the lab environment, clear the Register Node check box, then click Next.

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VMCLI Node

In a production environment, you will use the VMCLI Node panel to supply thecredentials needed to register the command line interface with the Tivoli StorageManager Server.

For this lab exercise, clear the Register Node check box, then click Next.

Plug-in Domain

On the Plug-in Domain panel, click Next.

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Data Mover Nodes

In a production environment, you will use the Data Mover Nodes panel to createpasswords for the data center node and data mover node.

For this lab exercise, because the nodes are already registered, just click Next.

Summary

Review the configuration summary, then click Finish.

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Wizard Tasks

Observe the progress as the wizard completes the configuration tasks.Click Close when the tasks are completed.

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Scheduling Backups

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Performing an Incremental BackupoperationObjectives

In this section you will use the Tivoli Data Protection for VMware interface to perform anincremental backup operation.

First you will verify that a full backup of the billxp virtual machine has already beenperformed.

Next you will use the scheduling wizard to define and run an incremental backup task.

Then you will monitor the task and verify that it completes successfully.

Select the Backup tab

In the Tivoli Data Protection for VMware plug-in interface, click the Backup tab.

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Review existing backup snapshots

Click the Full_prelab schedule to select it, then scroll down to review the scheduledetails.

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Review existing snapshot details

Review the details of the Full_prelab snapshot, then click the Getting Started tab.

In order to minimize the impact on the lab resources, this backup was performed whenthe lab environment was created.

Please do not initiate any additional full backup operations while performingthese lab exercises.

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Start the Schedule a Backup wizard

Click Define a backup task to launch the Schedule a Backup wizard.

Welcome panel

On the Welcome panel, click Next.

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General panel

On the General panel, enter the backup schedule name billxp_backup and click Next.

Source panel

On the Source panel, clear the checkbox Newly added virtual machines areincluded...

Expand the navigation tree as necessary, select billxp, then click Next.

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Destination panel

Verify that the DATACENTER_DM node is selected as the destination for the backupoperation, then click Next.

Schedule panel

On the Schedule panel, select or verify these options:

• Run the backup now• Backup strategy is Incremental forever (default)• Backup type is Incremental

Click Next.

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Ready to Complete panel

On the Ready to Complete panel, review the backup specifications, then click Finish.

Confirm

Click Yes to confirm that you want to monitor the task.

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Table of Operations

Monitor the backup task until the progress indicates Success, then click the task toselect it and scroll down to review the status details.

Status details

Review the status details and verify that the backup operation was successful.

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Backup tab

Click the Backup tab to return to the list of backup schedules.

Backup schedules

Review the backup schedules and verify that Full_prelab and billxp_backup are listed,and that their status indicates Success.

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Backing up changed data

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Simulating data changes in theproduction environmentObjectives

In order for you to explore the incremental backup functionality, the sample data needsto be altered to simulate the changes that occur in a production environment.

In an earlier section, you examined the C:\DemoData folder on the billxp virtualmachine. Now you will access the billxp console again and use the command prompt tocreate three new data folders, taking new incremental backups after each folder iscreated.

Note that you will be switching between the Internet Explorer tabs for billxp and theData Protection for VMware plug-in running in the vSphere Web Client as you workyour way through these steps.

Return to the billxp console

In Internet Explorer, click the billxp tab to return to the virtual machine console.

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Open the Command Prompt

Use the icon on the desktop of the billxp virtual machine to launch the CommandPrompt interface.

Navigate to the DemoData folder

Enter this command to navigate to the DemoData folder:

cd c:\DemoData

Enter this command to verify the existing files:

dir

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Create January data

Enter these commands to create additional sample files:

md 1-Jan

FOR /L %X IN (1,1,5) DO copy bigfile.txt 1-Jan\jan_data%X.txt

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Verify new file creation

Enter this command to verify that the new files were created as expected:

dir 1-Jan


Click the vSphere Web Client tab in Internet Explorer to return to the vSphereinterface.

You will use the billxp tab in a later step to further manipulate the sample files, so donot close the tab.

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Go to the Backup tab

Click the Backup tab to display the table of operations.

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Start the backup task

In the table of backup schedules, right-click billxp_backup and select Run now to startthe task.

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Confirmation

Click OK to monitor the task.

Monitor the progress of the backup task

In the table of operations, click the Refresh icon repeatedly to monitor the progress ofthe backup task and verify that it completes sucessfully.

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Create February data


md 2-Feb

FOR /L %X IN (1,1,5) DO copy bigfile.txt 2-Feb\feb_data%X.txt

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dir 2-Feb


Click the vSphere Web Client tab in Internet Explorer to return to the vSphereinterface.

You will use the billxp tab in a later step to further manipulate the sample files, so donot close the tab.

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Confirmation




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Create March data


md 3-Mar

FOR /L %X IN (1,1,5) DO copy bigfile.txt 3-Mar\mar_data%X.txt



dir 3-Mar

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Review sample files

Enter this command to review the example folders that you have created:

dir

Simulate loss of data

To simulate the loss of data in a production environment, enter and confirm thiscommand:

rmdir /s 2-Feb

In a later exercise, you will use the Recovery Agent to restore this lost data.

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Close the Command Prompt window, then click the vSphere Web Client tab in InternetExplorer to return to the vSphere interface.

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Confirmation


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Recovering Critical Data

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Using the Recovery Agent to restorecritical dataObjectives

In the previous section, you used the Data Protection for VMware Plug-in to perform aseries of incremental backup operations of sample data folders. Those backups arestored in the Tivoli Storage Manager storage pools as point-in-time snapshots of theprotected volumes.

In this section, you will use the Data Protection for VMware Recovery Agent interface toview the available point-in-time snapshots, select specific snapshots, and mount themas virtual volumes that you will examine using Windows Explorer.

Launch the Recovery Agent

Launch the Recovery agent by selecting Start > All Programs > Tivoli StorageManager > Data Protection for VMware > Data Protection for VMwareRecovery Agent.

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Select the TSM server

Using the pull-down menu, select New Tivoli Storage Manager server...

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Supply Credentials

On the TSM Server information window, select or verify these values:

Server address: tsm.corp.localServer port: 1500

Select Direct as the node access method.

Authentication node: DATACENTERPassword: VMware1Target node: DATACENTER

Click OK.

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Select the virtual machine

Use the pull-down menu to select the billxp virtual machine.

Review the available snapshots

Use the pull-down menu to reveal the list of available snapshots.

The oldest snapshot, dated 7/3/2013, is the full snapshot that was taken when the labenvironment was built.

The other four snapshots were created when you performed the backup tasks inprevious sections.

(The date stamps for the snapshots you created are of course different from the imagebelow.)

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Select the oldest snapshot

Using the pull-down menu, select the snapshot dated 7/3/2013.

Select the hard disk

Using the pull-down menu, select Hard Disk 1.

If the protected virtual machine had multiple volumes, you would see them listed here.

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Open Windows Explorer

Click the icon on the task bar to open Windows Explorer.

Navigate to Computer

In the navigation tree, select Computer.

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Mount the volume

Resize and arrange the windows as necessary so that:

• Windows Explorer is in the background with the Hard Disk Drives region visible• Data Protection for VMware is in the foreground

This will allow you to see the result of the mount operation.

Click Mount.

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Assign the drive letter

Complete the mount operation by making or confirming these selections:

• Create virtual volume from selected partition• Select partition number 0• Use the pull-down to Assign the following drive letter: V:\

Click OK.

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Observe the mount operation

Observe the Windows Explorer window. After a brief wait, you will see Local Disk (V:)displayed in the Hard Disk Drives panel.

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Review the virtual volume

In Windows Explorer, open the Local Disk (V:) volume and navigate to the DemoDatafolder.

The data that you see on the V: drive is from the point-in-time snapshot that wascreated when the first backup operation of the C:\ drive on the billxp virtual machinewas performed.

The Recovery Agent has identified the blocks of data in the Tivoli Storage Managerstorage pool that are needed to recreate the point-in-time state of the billxp C:\ drive,has mounted that set of data blocks as a virtual volume, and has assigned it the driveletter V:\.

Note that the Windows operating system is not aware that this is a virtual volume. Youcannot alter the data on this virtual volume. However, you can restore individual filesand folders -- either to the original location or a new location -- using Copy & Paste (orDrag & Drop), expose the volume to an FTP server, or share the volume usingconventional Windows methods.

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Dismount the virtual volume

In the Recovery Agent interface, click Dismount All to dismount the virtual volume.

Confirmation

Windows Explorer is still accessing the volume. Click Yes to force the dismount.

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Verify dismount

Observe Windows Explorer and the Recovery Agent interface and note that the virtualvolume is no longer displayed.

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Select a snapshot

In the next part of this section, you will select three different snapshots and mount themsimultaneously on three virtual drives, X:, Y:, and Z:\.

Begin by selecting the third most recent snapshot from the pull-down list.

This represents the backup operation you performed after creating the 1-Jan folder.

Mount the snapshot

Select Hard Disk 1 and click Mount.

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Assign drive letter X:\

Make the appropriate selections on this panel, assigning X:\ as the drive letter for thevirtual volume. Click OK.

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Select a snapshot

Now select the second most recent snapshot from the pull-down list.

This represents the backup operation you performed after creating the 2-Feb folder.

Mount the snapshot


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Assign drive letter Y:\

Make the appropriate selections on this panel, assigning Y:\ as the drive letter for thevirtual volume. Click OK.

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Mount the snapshot

Now select the most recent snapshot from the pull-down list.

This represents the backup operation you performed after creating the 3-Mar folder anddeleting the 2-Feb folder.


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Assign drive letter Z:\

Make the appropriate selections on this panel, assigning Z:\ as the drive letter for thevirtual volume. Click OK.

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Compare virtual volumes

Open three instances of Windows Explorer and resize and arrange the windows asshown below.

Compare the contents of the three point-in-time snapshots mounted as virtual drives. Ifnecessary, review the backup operations that you performed in the previous section toconfirm your understanding of the cause-and-effect relationship between performingbackup operations and mounting point-in-time snapshots as virtual volumes.

Note that this method of simultaneously mounting different snapshots of the samevolume might be useful in a situation where an administrator needs to recover data, butisn't certain which version needs to be restored. Mounting multiple snapshots in thisfashion makes it easy to compare different versions of files and select the correctversions for recovery.

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Change Block Tracking

Data Protection for VMware is using Change Block Tracking (CBT) technology to performincremental backup operations. By utilizing CBT, only the blocks of data that havechanged since the previous backup operation are transferred to the storage pool,minimizing the impact on network and storage resources.

For example, when you explore the snapshot mounted on Y:\, you will observe that boththe 1-Jan and 2-Feb folders (along with all the other data from the original volume) areavailable for recovery operations.

In reality, when the snapshot was taken, only the blocks of data making up the 2-Febfolder were copied to the storage pool. When the snapshot is mounted, the RecoveryAgent "borrows" data blocks from earlier snapshots as needed (for example, the blocksfrom 1-Jan) to construct an entire virtual volume.

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Dismount the virtual volumes

In the Recovery Agent interface, click Dismount All.

Confirmation

Click Yes to close the warning message about open files.

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Close the Recovery Agent interface

Close the Recovery Agent interface.

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Simulating the Loss of aVM

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Simulating the loss of an entire virtualmachineObjectives

In this section, you will review the available restore points to ensure that a backup existsfor the target virtual machine.

Then you will simulate the loss of a virtual machine by using the vSphere Web Clientinterface to delete the target machine from the datastore.

Access the Restore tab

Click the Restore tab to review the available restore points.

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Expand the Datacenter tree

Expand the Datacenter tree as necessary to reveal the virtual machines, then selectTEDwin8.

Select the restore point

Select the restore point, the scroll down to review the restore point details.

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Return to the web client

In Internet Explorer, click the appropriate tab to return to the vSphere Web Clientinterface.

Delete the virtual machine

In the Datacenter navigation tree, right-click TEDwin8, then select All vCenterActions and Delete from Disk.

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Confirm delete

Click Yes to confirm deletion of the target virtual machine.

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Verification

In the Datacenter navigation tree, verify that the TEDwin8 virtual machine is no longerlisted.

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Recovering an Entire VM

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Restoring an entire virtual machinefrom a backupObjectives

In this section, you will launch the Restore wizard and perform the steps to recover thethe deleted virtual machine to an alternate location.

Return to the Tivoli Data Protection for VirtualEnvironments interface

In Internet Explorer, click the appropriate tab to switch to the plug-in interface.

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Launch the Restore wizard

On the Restore tab, click the Restore link to launch the wizard.

Welcome panel

On the Welcome panel, click Next.

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Restore settings panel

Review the settings for the restore operation, then click Next.

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Destination panel

Verify that Restore to alternate location is selected.

For the virtual machine name, enter TED_recovered.

Review the remaining default selections, then click Next.

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Ready to complete panel

On the Ready to complete panel, click Finish.

Monitor the task

Observe the progress of the restore operation and verify that it completes successfully.

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Return to the vSphere Web Client interface

In Internet Explorer, click the appropriate tab to switch to the web client interface.

Refresh the view

Click the icon to refresh the view of the navigation tree for the datacenter.

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Verify the recovery

Verify that the TED_recovered virtual machine is listed under the ESX host.

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Conclusion

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ConclusionConclusion

As you have seen demonstrated in this lab, Tivoli Storage Manager for VirtualEnvironments enables the VMware administrator to implement an efficient dataprotection model that is easy to administer.

Using the familiar VMware vSphere Web Client interface along with the Tivoli DataProtection for VMware Plug-in GUI, the VMware administrator can configure scheduledand ad hoc backup operations to protect critical data on virtual machines, leveragingexisting Tivoli Storage Manager implementations. As you have seen, this isaccomplished with nominal knowledge of Tivoli Storage Manager and requires minimalcollaboration with the TSM administrator.

You have also seen how the Data Protection for VMware Recovery Agent provides asimple and intuitive interface that is used to restore individual files from a point-in-timebackup of a virtual machine, and how the full-machine recovery procedure is a simplesingle-step restore operation.

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ConclusionThank you for participating in the VMware 2013 Hands-on Labs. Be sure to visithttp://hol.vmware.com/ to continue your lab experience online.

Lab SKU: HOL-PRT-1302

Version: 20140213-184025

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http://hol.vmware.com/

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