IBM Tivoli Storage Manager for Mail, Data Protection for Microsoft Exchange Server, Version 7.1

Transitioning Exchange Server backups from Tivoli Storage FlashCopy Manager to Tivoli Storage Manager

Configure Tivoli® Storage FlashCopy® Manager so that you can access both a local and Tivoli Storage Manager server. Use this approach if you move to a Tivoli Storage Manager environment and want to continue interacting with locally managed snapshots until policy marks them for expiration.

About this task

To configure the Tivoli Storage FlashCopy Manager, use the Standalone and Tivoli Storage Manager server configuration wizards from the Tivoli Storage FlashCopy Manager. To interact with a Tivoli Storage Manager server, run the TSM configuration wizard. To interact with a Tivoli Storage FlashCopy Manager server, run the Standalone configuration wizard. You can move from one type of server to another by running the corresponding configuration wizard at any time.

Some command examples that are provided here are formatted on multiple lines. Issue each command on a single line.

Completing these tasks on the Tivoli Storage Manager server

About this task

Coordinate efforts with your Tivoli Storage Manager server administrator to get these tasks completed:

Procedure

Select or create the policy definitions that are used for each type of backup you plan to use. You can provide the administrator with the existing local-defined policy settings in your Tivoli Storage FlashCopy Manager stand-alone environment. Use the GUI or the command-line interface of Data Protection for Microsoft Exchange to retrieve this information.
Register your Data Protection for Microsoft Exchange node name and password with the Tivoli Storage Manager register node command. For example:
```
register node DPnodename DPpassword
```
If not already defined in the Tivoli Storage Manager server, register the Tivoli Storage Manager backup-archive client node name and password for the workstation where the Exchange server is installed. For example:
```
register node BAnodename BApassword 
```
Define the proxy node relationship for the Target Node and agent nodes with the Tivoli Storage Manager grant proxynode command. For example:
```
grant proxynode target=DP agent=BAnodename
```

Completing these tasks on the workstation that running the Exchange Server

Procedure

In the directory where the Data Protection for Microsoft Exchange is installed, make a copy of the options file named dsm.opt. After you begin by using the Tivoli Storage Manager server, the copy is used for access to the Tivoli Storage FlashCopy Manager stand-alone environment. One method of making the copy is to start the Exchange command-line prompt from the Tivoli Storage FlashCopy Manager Snapin: In the Tivoli Storage FlashCopy Manager Snapin Tree view, an Exchange server node is displayed for each Exchange server instance on the computer.
1. Select an Exchange server instance in the tree view. The integrated command line and an Actions pane are displayed.
2. Start the Data Protection for Microsoft Exchange command line from the Actions pane. Select:
```
Launch Command Line
```
3. To make a copy of the options file, enter:
```
copy dsm.opt dsm_local.opt
```
In the same directory, make a copy of the Data Protection for Microsoft Exchange configuration file. For example:
```
copy tdpexc.cfg tdpexc_local.cfg
```
Preserve the contents of the local configuration file under these conditions:
- You specified policy bindings during the use of Tivoli Storage FlashCopy Manager.
- You are updating the policy bindings to reflect changes in your policy specifications for your Tivoli Storage Manager server usage.
In the Tivoli Storage Manager backup-archive client installation directory, make a copy of the VSS requestor options file named dsm.opt. Use the Windows copy command. For example:
```
C:\Program Files\Tivoli\TSM\baclient>copy dsm.opt dsm_local.opt
```
In all of the files named dsm.opt, modify the TCPSERVERADDRESS line. Replace FLASHCOPYMANAGER with the IP address of the Tivoli Storage Manager server. For example:
```
TCPServeraddress 9.52.170.67
```
To accomplish this task, use a text editor like Notepad or Wordpad.
To access the Tivoli Storage FlashCopy Manager stand-alone environment during the transition period, open a Windows command prompt and change the directory to the Tivoli Storage Manager backup-archive client installation directory. This path is the default:
```
C:\Program Files\Tivoli\TSM\baclient
```
Create an alternative Windows service for the Tivoli Storage Manager Client Acceptor service by using the dsmcutil command. For example:
```
dsmcutil install cad /name:tsmcad4local
/node:my_backup-archive_client_node
/password:my_TSM_server_password
/optfile:”C:\Program Files\Tivoli\TSM\baclient\dsm_local.opt”
/httpport:1583
```
For more information about using the dsmcutil command, refer to the information about the client service configuration utility in the Tivoli Storage Manager Windows Backup-Archive Clients Installation and User's Guide.

Create an alternate Windows service for the Tivoli Storage Manager remote agent service. For example:

dsmcutil install cad /name:tsmcad4remote
/node:my_backup-archive_client_node
/password:my_TSM_server_password
/optfile:”C:\Program Files\Tivoli\TSM\baclient\dsm_remote.opt”
/httpport:1583

Edit the dsm_local.opt file in the Data Protection for Microsoft Exchange installation directory. Add this line:
```
HTTPPORT 1583
```
Start the alternate Tivoli Storage Manager Client Acceptor service:
```
dsmcutil start /name:tsmcad4local
```
Stop and restart the original Tivoli Storage Manager Client Acceptor service so that the new values in the dsm.opt file are activated. You can do this action through the Windows Services GUI or by using the dsmcutil command:
```
dsmcutil stop /name:”TSM Remote Client Agent”
dsmcutil stop /name:”TSM Client Acceptor”
dsmcutil start /name:”TSM Client Acceptor”
```
As backups start occurring and are managed in the Tivoli Storage Manager server environment, phase out the remaining backups that are created in the Tivoli Storage FlashCopy Manager stand-alone environment. You can choose between two ways of achieving the phase-out:
1. In the Tivoli Storage FlashCopy Manager stand-alone environment, define a time-based policy that automatically causes the old backups to expire and delete. For example, if you want to expire each backup after it is 30 days old, update the time-based policy by using the command:
```
tdpexcc update policy mypolicy /daysretain=30
/tsmoptfile=dsm_local.opt
/configfile=tdpexc_local.cfg
```
  You can also change these parameters by using the Local Policy Management dialog that is accessed from the Utilities menu of the Data Protection for Microsoft Exchange Backup/Restore GUI. Information about how to start the GUI is in the section that describes how to access the Tivoli Storage FlashCopy Manager stand-alone environment.
  The process of expiring backups when their age exceeds the daysretain limit depends upon a basic function that is run in the stand-alone environment. The function must include an operation that queries the backups.
  If you do not regularly use the stand-alone environment client, you can use a scheduler to periodically start a command such as:
```
tdpexcc query tsm * /all
/tsmoptfile=dsm_local.opt
/configfile=tdpexc_local.cfg
```
  For example, if your backups are created each week, then you can schedule the query command to run weekly to cause the expiration of out-of-date backups.
  The last backup that is created while you run the stand-alone environment, is not automatically deleted by the process of expiring the backups. For that result, use the explicit delete operation, as described next.
2. Alternatively, you can explicitly delete each backup when you determine that it is no longer needed. Use the Data Protection for Microsoft Exchange delete backup command, or the Delete Backup (right mouse-click menu option) in the GUI Restore tab.
To access the Tivoli Storage FlashCopy Manager stand-alone environment:
1. Open the Automate tab to access the integrated command-line prompt.
2. Start Tivoli Storage FlashCopy Manager stand-alone commands by appending the /tsmoptfile option, for example:
```
tdpexcc query tsm * /all
/tsmoptfile=dsm_local.opt
/configfile=tdpexc_local.cfg
```
3. Start the GUI (from the Command Line prompt) by issuing the GUI invocation command, for example:
```
tdpexc /tsmoptfile=dsm_local.opt
/configfile=tdpexc_local.cfg
```
If necessary, start the Tivoli Storage FlashCopy Manager stand-alone environment to restore from a backup that was created in that environment.
When the transition is complete and you no longer need access to the Tivoli Storage FlashCopy Manager stand-alone environment, you can remove the alternate services. To remove the services, use the Windows Services GUI or the dsmcutil command:
```
dsmcutil remove /name:tsmagent4local
dsmcutil remove /name:tsmcad4local
```

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