Installing and configuring Data Protection for Microsoft Exchange

You can quickly install and configure Data Protection for Exchange to start protecting your Exchange server data.

Follow these instructions to quickly install, configure, verify, and customize Data Protection for Exchange:

1. Install Data Protection for Exchange.
   1. Log on as an administrator.
   1. Insert the Data Protection for Exchange product DVD into your DVD drive. If autorun is enabled, the setup wizard starts automatically when the DVD loads. Otherwise, click Start > Run, and at the prompt, specify: x:\setupfcm.exe, where x: is your DVD drive. Click OK.
   2. Follow the installation instructions that are displayed on the screen.
   3. If prompted, restart your system before the installation completes.
   4. Click Finish to complete the installation of Data Protection for Exchange.
   5. If you plan to use VSS operations, you must install the most recent version of the Tivoli® Storage Manager backup-archive client. The backup-archive client is also the VSS Requestor and is available separately.
2. Configure Data Protection for Exchange.
   1. Start the Management Console (MMC GUI) by clicking Start > All Programs > Tivoli Storage Manager > Data Protection for Microsoft Exchange Server > DP for Exchange Management Console. If you did not previously configure Data Protection for Exchange, the Tivoli Storage Manager configuration wizard starts automatically.
   2. If the Tivoli Storage Manager configuration wizard does not start automatically, click Manage > Configuration > Wizards in the tree view, select the wizard, and click Start in the Actions pane.
   3. Complete the following pages of the wizard:

      Data Protection Selection

      Select Exchange Server as the application to protect.

      Requirements Check

      Click any Failed or Warnings links for help on resolving potential issues.

      TSM Node Names

      Specify the Tivoli Storage Manager node names to use for the applications that you want to protect.

      • In the VSS Requestor field, enter the node name that communicates with the VSS Service to access the Exchange data. This node name is the Tivoli Storage Manager client node name, also known as the DSM agent node name.
      • In the Data Protection for Exchange field, enter the node name where the Data Protection for Exchange application is installed. This node stores the Data Protection for Exchange backups. If you configure the DAG Node, the DAG database backups are not stored under the Data Protection node. The backups are stored under the DAG node. Regardless, the Data Protection node must be defined.
      • In the DAG Node field, enter the node name that you want to use to back up databases in an Exchange Server Database Availability Group. With this setting, all active and passive copies of the databases are backed up to the same file space on the Tivoli Storage Manager server. The database copies are managed as a single entity, regardless of which Database Availability Group member they were backed up from. This setting can prevent Data Protection for Exchange from making too many backups of the same database.
        Important: On the Tivoli Storage Manager server, ensure that you register the DAG node. All DAG members need proxy authority to run backups on behalf of the DAG node.

      TSM Server Settings

      Specify the Tivoli Storage Manager server address, and choose whether to have the wizard configure the Tivoli Storage Manager server. Alternatively, you can view and change the commands that the configuration wizard uses to configure the Tivoli Storage Manager server, or run manually run the commands.

      Custom Configuration

      Click Default in most situations, or click Custom to enter all service-related information.

      TSM Configuration

      Wait for all components to be provisioned and configured. Click Re-run if there are any problems. Click the Failed or Warnings link for more information if any problems remain.

      Completion

      The configuration status is displayed. Select the VSS Diagnostics check box to begin VSS verification.

      If you do not use the wizard to configure the Tivoli Storage Manager server, the Tivoli Storage Manager administrator must configure the Tivoli Storage Manager server before verification can be completed. If the wizard does not configure the Tivoli Storage Manager server, it provides a link to a macro that can be provided to the Tivoli Storage Manager administrator as an example of one way to configure the Tivoli Storage Manager server.

3. Verify the configuration.
   1. Verify that VSS is working correctly.

      If the VSS Diagnostics check box was selected at the completion of the configuration wizard, the VSS Diagnostics wizard is displayed. You can also start this wizard by clicking Manage > Diagnostics, and clicking VSS Diagnostics in the Actions pane.

      Do not run these tests if you are already using SAN Volume Controller or Storwize® V7000 space-efficient snapshots on your computer. Doing so can result in the removal of previously existing snapshots.

      Complete the following pages in the VSS Diagnostics wizard:

      Snapshot Volume Selection

      Select the volumes that you want to test and review the VSS provider and writer information.

      VSS Snapshot Tests

      Review event log entries that are logged as the persistent and non-persistent snapshots are taken, and resolve any errors.

      Completion

      Review the test status and click Finish.

   2. Verify that Data Protection for Exchange is configured properly:
      1. Click the Automate tab. An integrated command line is available in the task window. You can use the interface to enter PowerShell cmdlets or command-line interface commands. The output is displayed in the main window.
      2. Change PowerShell to Command Line.
      3. Click the folder icon, and select the verify_exc.txt file. Then, click Open.
      4. These commands are displayed in the command-line panel:

         query tdp
         query tsm
         query exchange

         With the cursor in the command-line panel, press Enter to run the commands to verify your configuration. The configuration is verified when these commands run without warnings or errors.

      5. When verification is complete, you can use Data Protection for Exchange to back up and restore Exchange server data.
      6. Back up and restore a set of test data.
4. Customize Data Protection for Exchange.

   After Data Protection for Exchange is configured and verified successfully, customize your settings by defining your policy settings and scheduled operations. This action ensures that your business requirements are satisfied.