Enterprise Vault How To Guide Setting up Enterprise Vault Migrations with NetBackup This document provides an overview of how to configure Enterprise Vault and NetBackup for the migration of archived Enterprise Vault content. If you have any feedback or questions about this document please email them to IIG-TFE@symantec.com stating the document title. This document applies to the following version(s) of Enterprise Vault: 6, 7, 2007, 8, 9, and 10 This document is provided for informational purposes. All warranties relating to the information in this document, either express or implied, are disclaimed to the maximum extent allowed by law. The information in this document is subject to change without notice. Copyright © 2013 Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, and the Checkmark Logo are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners. . Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Document Control Contributors Who Contribution Evan Barrett Author Revision History Version Date Changes 1.0 July 2009 Initial Release 2.0 May 2013 Updates for NetBackup 7.1 and 7.5 and Enterprise Vault 10 3.0 August 2013 Minor changes and updated screenshots Related Documents Document Title Version Date Backing Up Enterprise Vault January http://www.symantec.com/business/support/index?page=content&id=TECH147148 2013 Registering the NetBackup Migrator February http://www.symantec.com/docs/HOWTO70007 2012 i / Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Table of Contents Overview Considerations before Setting up Migration 1 1 What Types of Data Should Be Migrated? If Not yet at Enterprise Vault 10 1 1 Requirements 2 Enterprise Vault NetBackup 2 2 Configuring the NetBackup Client on the Enterprise Vault Server Installation Post Client Installation 2 2 3 Configuring the NetBackup Master Server 5 Adding a License Key Configuring a NetBackup Policy for Enterprise Vault Migrations Creating a Policy Policy Attributes Policy Schedule Policy Clients Configuring Vault Store Partitions for Migration to NetBackup Setting up Collections Setting up Migration 5 6 6 6 7 9 9 9 10 Appendices APPENDIX A – Settings in the Vault Store Partition Advanced Tab that Relate to NetBackup Migrations ii Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Overview The purpose of this document is to provide best practices on configuring migrations of Enterprise Vault archived data to Symantec NetBackup. Topics that will be covered include considerations before setting up migration, software requirements, Enterprise Vault Vault Store partition configurations, NetBackup policy configurations, and NetBackup client configuration considerations. Starting with NetBackup 7.5.0.3, enhancements have been made to the migrator. These enhancements include greater migration speed. Previous versions of the migrator would only migrate one Enterprise Vault collections file (.cab) at a time. The newer version of the migrator can migrate up to 25 (and in some cases higher) .cab files per migration job. This will create less overhead on the NetBackup server as far as backup jobs and catalog entries are concerned. Considerations before Setting up Migration What Types of Data Should Be Migrated? It is highly recommended that the NetBackup Enterprise Vault migrator not be used in conjunction with email related archives (especially when migrating to tape) due to the potential sheer volume of archived content. If the Enterprise Vault environment will be performing numerous recalls of archived emails (such as using EV Browser Search, Discovery Accelerator, Clearwell, exporting archived emails to PST/NSF, or verifying Vault Store consistency using the Enterprise Vault evsvr utility), numerous restore jobs will be created on the NetBackup Master server. Index rebuilds can also cause a mass recall of content from NetBackup. If the tapes that contain migrated Enterprise Vault content are not available in the tape library, the recall of the archived content will be further delayed. Lastly, if the NetBackup environment is busy with a limited number of tape drives, restores can also be delayed as restore jobs generally have a lower priority for tape and disk resources compared to that of scheduled backup jobs. If Not yet at Enterprise Vault 10 If the environment will be upgraded to Enterprise Vault 10, it is recommended that migrations be configured after the upgrade has been performed and if 32-bit indexes will be upgraded to 64-bit. If content has been migrated before indexes have been upgraded, content will be recalled back from NetBackup during the index rebuild process. This process can be very slow if there has been a large amount of content migrated to NetBackup. It should be noted that it is not immediately necessary to upgrade 32-bit indexes to 64-bit after an upgrade to Enterprise Vault 10. Page 1 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Requirements Enterprise Vault Migrations are supported with Enterprise Vault 6.0 and later. It should be noted that the necessary software components for migration are automatically installed with versions of Enterprise Vault 8.0 SP2 and earlier. Starting with Enterprise Vault 8.0 SP3 and later, the migration software components are included with the NetBackup Client software (NetBackup 7.1 or later). The necessary file, NBUMigrator.exe, can be found in the <installation_directory>\NetBackup\bin. NBUMigrator.exe is a COM-based application and must be registered on the Enterprise Vault server. This can be done by running NBUMigrator.exe /RegServer. NetBackup On the NetBackup Master and Media servers, the version of NetBackup must be NetBackup Enterprise. NetBackup Standard is not supported with NetBackup Enterprise Vault migrator. At minimum, a NetBackup 5.1 client must be installed on the Enterprise Vault server. The client version installed on the Enterprise Vault server must not be greater than that of the version of NetBackup (including patches) on the master and media servers. For example, if the NetBackup master and media servers were running NetBackup 7.1, the client version must not be at a version lower than 5.1 and no higher than 7.1. Configuring the NetBackup Client on the Enterprise Vault Server Installation 1. Install the base NetBackup Client software per the NetBackup installation instructions 2. During the installation, make sure to specify the correct name (or virtual name) of the NetBackup Master server. Also add any NetBackup Media servers that may be used for migrations 3. For the NetBackup client name, the DNS alias (CNAME) for the Enterprise Vault server should be used. For example, if the physical name of the Enterprise Vault server is “server1”, but the CNAME record for the instance of Enterprise Vault is “evserver1”, specify evserver1 for the NetBackup client name. Page 2 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 1 - Configuring the NetBackup Client 4. After the client has been installed, apply any patches Post Client Installation For NetBackup 6.0 and newer clients, ensure that the system path on the Enterprise Vault server has been updated to include the NetBackup\bin directory. Bring up the System Properties on the EV server. Click on the Advanced tab. Click on the “Environment Variables” button at the bottom of the screen. At the bottom of the screen is a list of System variables. Look for “Path”. Highlight “Path” and then click on Edit. In the Edit dialog, go to the end of the line for “Variable value” and add the following (assuming a NetBackup client installation directory of C:\Program Files\VERITAS\NetBackup): C:\Program Files\VERITAS\NetBackup\bin. Page 3 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 2 - Adding the NetBackup installation directory to the system path While logged in as the Enterprise Vault Service Account (VSA) on the Enterprise Vault server, open a command line window and type in the following command: bpbackup If the output is similar to what is listed in Figure 3, the system path is set properly. Figure 3 - Verifying the system path environmental variable Using Registry Editor, ensure that the client name for NetBackup matches the DNS alias (CNAME) for the Enterprise Vault server. Expand out to HKLM\SOFTWARE\VERITAS\NetBackup\CurrentVersion\Config. Look for the Client_Name value as shown in Figure 4. Page 4 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 4 - Verifying the NetBackup client name in the Windows Registry If any changes were made, restart all NetBackup services on the Enterprise Vault Server. Configuring the NetBackup Master Server Adding a License Key In order for the “DataStore” policy type to be available, add the following license key to the master server (NetBackup Enterprise installations only): DEXW-PIHN-Z3IP-ZO63-PPP3-PPC6-PPRP-PPPP-PPC After adding the key, restart the master server services/daemons. Note: it is a best practice to shutdown services/daemons on any media servers associated with the master server before restarting services/daemons on the master server and then restart services/daemons on media servers once the master server is back up and running. Page 5 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Configuring a NetBackup Policy for Enterprise Vault Migrations Creating a Policy Using the NetBackup Administration Console, right-click on Policies and click on New Policy. The policy name can be any valid, unique name that conforms to NetBackup policy naming standards. Make sure that the “Use Backup Policy Configuration Wizard” check box is NOT checked (if applicable) as show in Figure 5 Figure 5 - Adding a new NetBackup policy Policy Attributes 1. In the policy attributes section, change the policy type to DataStore 2. Select an appropriate policy storage unit. A disk storage unit (NetBackup 5.1) or disk storage unit that is not set for “Enable Temporary Staging Area” (NetBackup 6.0) should not be used. A disk staging storage unit (NetBackup 5.1), disk storage unit with “Enable Temporary Staging Area” enabled (NetBackup 6.0), a media manager storage unit (tape), NDMP storage unit, or a storage unit group that does not contain a regular disk storage unit can be used. Storage units that are part of a media server deduplication pool can also be used (NBU 7.0 and later). 3. If the storage unit is tape based, select a volume pool. “NetBackup” volume pool. 4. Set job priority levels as needed 5. Make sure that the policy is active 6. Set any other attributes as needed Page 6 It is recommended not to use the Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 6 - Policy attributes Policy Schedule Depending on which version of NetBackup is being used, a schedule may be automatically configured. With newer versions of NetBackup (7.1 and later), an application-based schedule named “DefaultApplication-Backup” will be created. With older versions of NetBackup, a schedule will need to be added. Ensure that the schedule type is “Application Backup”. The name of this schedule must be changed to EV_Default_Schedule. Change the retention to “infinity (level 9)” and set the Media multiplexing to 1 as shown in Figure 7. Page 7 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 7 - Setting schedule attributes Ensure that the schedule is set for 24/7 by clicking on the Start Window tab in the Change Schedule window as shown in Figure 8. Page 8 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 8 - Setting the start window Policy Clients On the Clients tab, click on New. For the client name, use the DNS alias (CNAME) for the Enterprise Vault server. Once the client name (or client names if multiple Enterprise Vault servers are to be configured for migration) has been entered, click on OK at the bottom of the screen. Configuring Vault Store Partitions for Migration to NetBackup Setting up Collections Before archived items can be migrated to NetBackup, collections must be first set up. 1. Using the EV Administration Console, bring up the properties on the vault store partition to be configured for migration 2. Enable collections by going to the “Collections” tab. Click on “Use collection files”. 3. Enter appropriate values for collection times. By default, the schedule is from 10AM to 4PM daily. 4. Enter appropriate values for the “Maximum collection file size” and “Age at which files will be collected”. It is recommended that the size be limited to 20 to 30 megabytes to ensure quicker recalls of archived content if the need arises. Page 9 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup 5. Click on Apply. Figure 9 - Configuring collections for a Vault Store partition 6. A prompt may appear asking if collections should be enabled. Click on Yes. Setting up Migration If collections have been enabled, migrations can be configured for the Vault Store partition. To set up migration to NetBackup, perform the following steps: 1. Using the EV Administration Console, bring up the properties on the vault store partition to be configured. 2. Click on the Migration tab. 3. Click on “Migrate collection files” or “Migrate files” depending on the version of Enterprise Vault. A pop up window may appear explaining that enabling migrations may delay recalls of archived items. 4. Select “VERITAS NetBackup” or “Symantec NetBackup” as the Migrator. Page 10 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup 5. Enter the desired values for “Migrate files older than” and “Remove collection files from primary storage”. 6. Click on Apply Figure 10 - Configuring migration of Vault Store partition 7. Click on “Yes” for “Are you sure you want to use file migrator software?” 8. Click on the “Advanced” tab. 9. For the NBU_Policy value, use the name of the NetBackup policy that was created in the Configuring a NetBackup Policy for Enterprise Vault Migrations section (EV-Migration-Policy in this example) 10. For the NBU_Server value, enter the name of the NetBackup master server (nbumaster in this example). 11. See Appendix A for a definition of other settings in the Advanced tab 12. Click on the Test button to validate the configuration. If no errors are present in the Enterprise Vault section of the Windows Event Viewer, then the configuration is set up property. Click on OK. Page 11 Enterprise Vault How-To – Migrating Archived Enterprise Vault Content to Symantec NetBackup Figure 11 - Advanced settings for migrations Page 12 APPENDIX A – Settings in the Vault Store Partition Advanced Tab that Relate to NetBackup Migrations NBU policy – Name of the NetBackup policy that will be used for migrations NBU server – Name of the NetBackup master server User wait timeout – How long, in seconds, a user will be notified that an item is being retrieved from a slow device (default is 40 or 60 seconds depending on the version of Enterprise Vault) System wait timeout – How long, in seconds, the Enterprise Vault system should wait for migrated file retrieval requests before timing out (default is 600 seconds). The requested file will be removed from the retrieval queue once the value has been reached. Recalled file cache period – How long, in days, a retrieved collection file (.cab) will stay on the Enterprise Vault server before being re-cached (default is 7 days) Migrate all files – When set “Yes”, all eligible files (based on the “Migrate files older than” setting in the Migration tab) will be collected and migrated. When set to “No”, a small number of Saveset files may remain uncollected and therefore unmigrated. The default value is No. About Symantec: Symantec is a global leader in providing storage, security and systems management solutions to help consumers and organizations secure and manage their information-driven world. Our software and services protect against more risks at more points, more completely and efficiently, enabling confidence wherever information is used or stored. 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