NetBackup for Microsoft Exchange Server System ......View the NetBackup Frequently Asked Questions (FAQ) page Search the knowledge base for answers to technical support questions Receive

N152688

September 2005

VERITAS NetBackup™ 6.0 for

Microsoft Exchange Server

System Administrator’s Guide

for Windows

Disclaimer

The information contained in this publication is subject to change without notice. VERITAS Software Corporation makes no warranty of any kind with regard to this manual, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. VERITAS Software Corporation shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing, performance, or use of this manual.

VERITAS Legal Notice

Copyright © 1998-2005 VERITAS Software Corporation. All rights reserved. VERITAS, the VERITAS Logo, and NetBackup are trademarks or registered trademarks of VERITAS Software Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners.

Portions of this software are derived from the RSA Data Security, Inc. MD5 Message-Digest Algorithm. Copyright 1991-92, RSA Data Security, Inc. Created 1991. All rights reserved.

VERITAS Software Corporation 350 Ellis Street Mountain View, CA 94043 USA Phone 650-527-8000 Fax 650-527-2908 www.veritas.com

Third-Party Copyrights

For a list of third-party copyrights, see the NetBackup Release Notes appendix.

ii NetBackup for Microsoft Exchange Server System Administrator’s Guide

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix

Getting Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Finding NetBackup Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Accessing the VERITAS Technical Support Web Site . . . . . . . . . . . . . . . . . . . . . . . . . . x

Contacting VERITAS Licensing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xii

Related Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xii

Accessibility Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xii

Comment on the Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Chapter 1. Introduction to NetBackup for Exchange Server . . . . . . . . . . . . . . . . . . . .1

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Backup Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Automatic Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Manual Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

User-Directed Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Exchange Server Files That are Backed Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Database Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Database Patch Files (Exchange 5.5 or pre-Exchange 2000, Service Pack 2) . . . . 7

Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Restore Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Limitations with Exchange 2000/2003 Restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Server-Directed Restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

iii

Redirecting a Restore to a Different Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Redirecting a Restore to a Different Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Chapter 2. Installation Requirements and Registering a License Key . . . . . . . . . . 11

Verifying the Installation Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Operating System and Platform Compatibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

NetBackup Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Database Agent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Cluster Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Registering the License Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Chapter 3. Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

User Interface Terminology Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Configuring NetBackup for Individual Mailbox Operations . . . . . . . . . . . . . . . . . . . . . 16

Configuring the NetBackup Client Service Log On Account . . . . . . . . . . . . . . . . . . 16

Creating a Mailbox for the NetBackup Client Service . . . . . . . . . . . . . . . . . . . . . . . . 17

Exchange 5.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Exchange 2000/2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Granting the NetBackup Client Service Account Advanced Permission . . . . . 19

Configuring NetBackup to Use the Mailbox Associated with the NetBackup

Client Service Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Configuring the Account Used for Exchange Server Restores . . . . . . . . . . . . . . . . . . . . 23

Configuring Backup Policies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Adding a New Policy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Description of Attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Adding Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Types of Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Schedule Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Adding Clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Adding Backup Selections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

iv NetBackup for Microsoft Exchange Server System Administrator’s Guide

Creating a Backup Selections List By Browsing . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Manually Adding Entries to the Backup Selections list . . . . . . . . . . . . . . . . . . . . 33

Example Entries in the Backup Selections List . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Performing Backups with Multiple Data Streams . . . . . . . . . . . . . . . . . . . . . . . . . 36

Using Wildcards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Excluding Folders and Files from Mailbox and Public Folder Backups . . . . . . 39

Testing Configuration Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 4. Operating Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Specifying the Server, Client, and the Policy Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Prerequisites for Performing Backups and Restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Performing User-Directed Backups of Exchange Server . . . . . . . . . . . . . . . . . . . . . . . . . 46

Backup Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Exchange 5.x . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Exchange 2000/2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Restoring Exchange Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Before Performing Restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Existing Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Restore Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Restoring Exchange 5.x Server Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Restoring the Public and Private Databases Separately from a

Backup Exec Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Restoring Exchange 2003 to the Recovery Storage Group . . . . . . . . . . . . . . . . . . . . . 61

Restoring Storage Groups or Storage Group Databases . . . . . . . . . . . . . . . . . . . . . . 62

Restoring the Key Management Service or Site Replication Service . . . . . . . . . . . . 65

Stopping and Starting KMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Individual Mailbox Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Performing a User-Directed Mailbox Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Restoring Individual Mailboxes, Folders, or Messages . . . . . . . . . . . . . . . . . . . . . . . 70

Redirecting Mailbox Objects to a Different Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Performing Single Instance Store Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

Contents v

Backing Up and Restoring the Exchange Public Folders . . . . . . . . . . . . . . . . . . . . . . . . 81

Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Redirecting Restores of Public Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Redirecting a Restore to a Different Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Chapter 5. Using NetBackup for Exchange Server with Advanced Client . . . . . . . 85

NetBackup Advanced Client for Exchange Server Overview . . . . . . . . . . . . . . . . . . . . 86

Supported Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

How Does Advanced Client for Exchange Server Work? . . . . . . . . . . . . . . . . . . . . . . . . 88

Choosing a Backup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

What Is Backed Up? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Consistency Checks on Database and Log Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Configuring a Snapshot Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Configuration Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Configuration Tips for Exchange . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Configuration Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Configuring an Advanced Client Policy for NetBackup for Exchange Server . . . . 91

Performing User-Directed Backups of Exchange Server . . . . . . . . . . . . . . . . . . . . . . . . . 94

Restoring Snapshot Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Restore Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Performing a Snapshot Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Manually Mounting a Database After a Restore . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Redirecting a Restore to a Different Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Chapter 6. Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Troubleshooting NetBackup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Debug Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Backup Operation Debug Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Restore Operation Debug Logging . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Changing the Debug Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

vi NetBackup for Microsoft Exchange Server System Administrator’s Guide

Verifying Exchange Online Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Viewing the Status of a NetBackup Operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Operational Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Progress Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Transaction Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Setting Up an Alternate Server for Restores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Disaster Recovery of Exchange 5.5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Disaster Recovery of Exchange 2000/2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111

Contents vii

viii NetBackup for Microsoft Exchange Server System Administrator’s Guide

Preface

This guide explains how to configure and use NetBackup for Microsoft® Exchange Server to perform online backups and restores of Exchange Server.

This document is the same as NetBackup_AdminGuide_MSExchg_Win.pdf distributed with the NetBackup for Exchange Server software.

This guide is intended for system administrators responsible for configuring and maintaining systems using Exchange Server. This guide assumes that you have:

◆ A basic understanding of system administration.

◆ A working understanding of the NetBackup client and server software and are familiar with the information covered in the following NetBackup manuals:

◆ NetBackup Backup, Archive, and Restore Getting Started Guide

◆ NetBackup System Administrator’s Guide for Windows, Volume I

◆ NetBackup System Administrator’s Guide for UNIX, Volume I

◆ NetBackup Troubleshooting Guide for UNIX and Windows

◆ A thorough understanding of the following Exchange Server topics:

◆ Database file types and their relationships at recovery time

◆ Data recovery scenarios

ix

Getting Help

Getting Help You can find answers to questions and get help from the NetBackup documentation and from the VERITAS technical support web site.

Finding NetBackup Documentation A list of the entire NetBackup documentation set appears as an appendix in the NetBackup Release Notes. All NetBackup documents are included in PDF format on the NetBackup Documentation CD.

For definitions of NetBackup terms, consult the online glossary.

▼ To access the NetBackup online glossary

1. In the NetBackup Administration Console, click Help > Help Topics.

2. Click the Contents tab.

3. Click Glossary of NetBackup Terms.

Use the scroll function to navigate through the glossary.

Accessing the VERITAS Technical Support Web Site The address for the VERITAS Technical Support Web site is http://support.veritas.com.

The VERITAS Support Web site lets you do any of the following:

◆ Obtain updated information about NetBackup, including system requirements, supported platforms, and supported peripherals

◆ Contact the VERITAS Technical Support staff and post questions to them

◆ Get the latest patches, upgrades, and utilities

◆ View the NetBackup Frequently Asked Questions (FAQ) page

◆ Search the knowledge base for answers to technical support questions

◆ Receive automatic notice of product updates

◆ Find out about NetBackup training

◆ Read current white papers related to NetBackup

x NetBackup for Microsoft Exchange Server System Administrator’s Guide

http://support.veritas.com

Getting Help

From http://support.veritas.com, you can complete various tasks to obtain specific types of support for NetBackup:

1. Subscribe to the VERITAS Email notification service to be informed of software alerts, newly published documentation, Beta programs, and other services.

a. From the main http://support.veritas.com page, select a product family and a product.

b. Under Support Resources, click Email Notifications.

Your customer profile ensures you receive the latest VERITAS technical information pertaining to your specific interests.

2. Locate the telephone support directory at http://support.veritas.com by clicking the Phone Support icon. A page appears that contains VERITAS support numbers from around the world.

Note Telephone support for NetBackup is only available with a valid support contract. To contact VERITAS for technical support, dial the appropriate phone number listed on the Technical Support Guide included in the product box and have your product license information ready for quick navigation to the proper support group.

3. Contact technical support using e-mail.

a. From the main http://support.veritas.com page, click the E-mail Support icon.

A wizard guides you to do the following:

◆ Select a language of your preference

◆ Select a product and a platform

◆ Provide additional contact and product information, and your message

◆ Associate your message with an existing technical support case

b. After providing the required information, click Send Message.

Preface xi

http://support.veritas.comhttp://support.veritas.comhttp://support.veritas.comhttp://support.veritas.com

Related Resources

Contacting VERITAS Licensing For license information, you can contact us as follows:

◆ Call 1-800-634-4747 and select option 3

◆ Fax questions to 1-650-527-0952

◆ In the Americas, send e-mail to [email protected].

In the Asia and Pacific areas, send email to [email protected].

In all other areas, send email to [email protected].

Related Resources You may also need the following resources from Microsoft Corporation:

◆ Exchange Server white papers and FAQs (go to http://www.microsoft.com/exchange and search for “Disaster Recovery”)

◆ Microsoft Exchange Administrator's Guide

◆ Microsoft Exchange Concepts and Planning Guide

◆ Microsoft TechNet

◆ Microsoft BackOffice Resource Kit

◆ http://www.msexchange.org

Accessibility Features NetBackup contains features that make the user interface easier to use by people who are visually impaired and by people who have limited dexterity. Accessibility features include:

◆ Support for assistive technologies such as screen readers and voice input (Windows servers only)

◆ Support for keyboard (mouseless) navigation using accelerator keys and mnemonic keys

For more information, see the NetBackup Installation Guide.

xii NetBackup for Microsoft Exchange Server System Administrator’s Guide

mailto:[email protected]:[email protected]://www.microsoft.com/exchangehttp://www.microsoft.com/exchangehttp://www.msexchange.orgmailto:[email protected]:[email protected]:[email protected]://www.microsoft.com/exchange

Comment on the Documentation

Comment on the Documentation Let us know what you like and dislike about the documentation. Were you able to find the information you needed quickly? Was the information clearly presented? You can report errors and omissions or tell us what you would find useful in future versions of our manuals and online help.

Please include the following information with your comment:

◆ The title and product version of the manual on which you are commenting

◆ The topic (if relevant) on which you are commenting

◆ Your comment

◆ Your name

Email your comment to [email protected].

Please only use this address to comment on product documentation. See “Getting Help” in this preface for information on how to contact Technical Support about our software.

We appreciate your feedback.

Preface xiii

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Comment on the Documentation

xiv NetBackup for Microsoft Exchange Server System Administrator’s Guide

Introduction to NetBackup for Exchange Server
1
NetBackup for Microsoft Exchange Server extends the capabilities of NetBackup to include online backups and restores of Exchange databases when Exchange Server has been installed. This capability is provided as an add-on or extension to the NetBackup for Windows client software. Because this product is tightly integrated with the Backup, Archive, and Restore interface for Windows, this document only gives an overview of NetBackup functionality. In general, backup and restore operations for Exchange files are identical to other NetBackup file operations, except where noted in this document.

Microsoft Exchange Server will be referred to as Exchange Server or Exchange. NetBackup for Microsoft Exchange Server will be referred to as NetBackup for Exchange Server.

1

Features

Features

Online Backup Exchange Server data and transaction logs can be backed up without taking the Exchange Server offline. This ensures the availability of Exchange services and data during the Exchange Server backup.

Minimal Back Up Time An administrator has the choice of performing full or incremental backups (differential incremental backup or cumulative incremental backup). A full backup may take considerable time, so it may be performed infrequently. In the interim, updates that have occurred since the full backup can be quickly and incrementally backed up by backing up only the transaction logs. In the event of a failure, the full and incremental backups would be restored.

During recovery, the Exchange Server will update the databases, applying each of the logged transactions to the database. After the Exchange Server recovery has completed, the system will have been brought back to the state as it existed when the last incremental backup was performed.

Exchange Server NetBackup supports all Exchange Server backup methods: full backup, Backup Methods cumulative incremental backup, differential incremental backup and

copy.

Tight NetBackup Tight integration with NetBackup means two things: Integration 1. An administrator already familiar with NetBackup procedures and

software can easily configure and use NetBackup to perform Exchange Server backup and restore operations.

2. Features and strengths of the NetBackup product suite are available to the Exchange Server backup user. These features include software data compression and encryption, scheduled and user-directed operations, multiple data stream backups, in-line tape copy, etc. Many of these features are described, in detail, in the NetBackup System Administrator’s Guide, Volume I.

Central Administration Administrators can define, back up, and restore Exchange Servers and other NetBackup client machines from a central location.

Media Management Exchange Server backups are saved directly to a wide variety of storage devices supported by the NetBackup master server.

Automated Backups Administrators can set up schedules for automatic, unattended backups for local or remote clients across the network. These backups can be full or incremental and are managed entirely by the NetBackup server from a central location. The administrator can also manually back up clients.

2 NetBackup for Microsoft Exchange Server System Administrator’s Guide

Features

Restore Operations An administrator using the Backup, Archive, and Restore interface can browse backups and select the ones to be restored.

Redirected Restores In a redirected restore, you restore an object (database, mailbox, folder, or message) to a new location.

Individual Mailbox Backup and Restore

Administrators can perform backup and restore operations on individual mailboxes and folders. The capabilities of this feature are:

◆ Scheduled backups of individual mailboxes and folders

◆ User-directed backups of individual mailboxes and folders

◆ Restore of individual mailboxes, folders, or messages, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX

Exchange 2000/2003 Backup and Restore Features

NetBackup can back up and restore storage groups, as well as back up and restore databases within the storage group. The capabilities of this feature are:

◆ Scheduled backups of individual storage groups and databases

◆ User-directed backups of individual storage groups and databases

◆ Restore of individual storage groups and databases, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX

◆ NetBackup can also perform backups and restores of the Exchange Key Management Server (KMS) and Exchange Site Replication Service (SRS) databases.

Backup and Restore of the Exchange Public Store

NetBackup can back up and restore the Exchange Public Store. The capabilities of this feature are:

◆ Scheduled backups of individual folders

◆ User-directed backups of individual folders

◆ Restore of individual folders or messages, which can be performed using the Backup, Archive, and Restore interface (on the server or on the client) or the Remote Administration Console for Windows or UNIX

Single Instance Storage (SIS) of message attachments

Users can enable Single Instance Storage for message attachments so only one copy of an attachment is written to the backup.

Chapter 1, Introduction to NetBackup for Exchange Server 3

Features

Advanced Client This separately-priced option allows NetBackup to perform backups and restores of Exchange 2003 objects using snapshot methodology. For complete details on this feature, see “Using NetBackup for Exchange Server with Advanced Client” on page 85.

Local Backup Backups are performed from the same NetBackup client machine which contains the Exchange server.

Alternate Client Backups are performed from a second or “alternate” client on behalf of Backup the primary client. Compared to local backups, this approach reduces the

backup I/O burden on the primary client to the greatest extent.

Primary Client For Alternate Client Backups, this is the NetBackup client which contains the Exchange server.

Alternate Client For Alternate Client Backups, this is the NetBackup client which actually performs the backup of the data to the NetBackup server.


Backup Operations

Backup Operations NetBackup provides three methods to perform backups: automatic, manual, and user-directed. For more information on these backup methods and other administrator-directed activities, refer to the NetBackup System Administrator’s Guide, Volume I.

Additional information is also provided here on the limitations of NetBackup for Exchange Server and the files included in backups.

Limitations The following limitations exist for NetBackup for Exchange Server.

◆ Only backups of mailboxes or folders or both are allowed. You cannot specify the backup of an individual message or individual public document.

◆ (Exchange 2000/2003) Incremental and differential backups are only supported at storage group level. Incremental and differential backups of individual databases within a storage group are not supported.

◆ Exchange database backups are required for disaster recovery. Mailbox backups allow for mailbox recovery, but are not adequate for disaster recovery.

Automatic Backups The NetBackup administrator can schedule full backup and incremental backups (differential incremental backup or cumulative incremental backup) that occur automatically and unattended, under the control of the NetBackup server. Automatic backups will meet most of your backup requirements.

Manual Backups NetBackup allows the administrator to perform immediate manual backups of files associated with any policy, client, or schedules. The manual backup option can be useful for the following situations:

◆ Testing a configuration

◆ When workstations miss their regular backups

◆ Before installing new software (to preserve the old configuration)

◆ Preserving records before a special event such as when companies split or merge


Backup Operations

In some cases, it may be useful to create a policy and schedule that you use only for manual backups. You can do this by creating a policy with a single schedule that has no backup window defined (and therefore never executes automatically).

User-Directed Backups User-directed backups require a User Backup schedule type to be defined in the MS-Exchange-Server policy. Performing user-directed backups of Exchange databases is similar to using the Backup, Archive, and Restore interface to back up normal files.

Exchange Server Files That are Backed Up The following files can be backed up during a backup operation. Except where noted, the same files are backed up whether frozen image methodology (available with the Advanced Client feature) is used to back up the files or not.

Database Files

The database files that are backed up differ for Exchange 5.x and for Exchange 2000/2003.

Exchange 5.x

There are three Exchange Server database files, one for the Directory and two for the Information Store. The following table gives the database names and their default locations.

Default locations for Exchange 5.x database files

Database File Name Default Directory

Directory Dir.edb ...\exchsrvr\dsadata

Information Store - Public Pub.edb ...\exchsrvr\mdbdata

Information Store - Private Priv.edb ...\exchsrvr\mdbdata


Backup Operations

Exchange 2000/2003

There can be up to 20 database stores, each consisting of 2 database files. The following table gives the database names and their default locations for the first Exchange 2000/2003 Storage group.

Default locations for Exchange 2000/2003 database files

Database File Name Default Directory

Mailbox Store Priv1.edb ...\exchsrvr\mdbdata

Priv1.stm ...\exchsrvr\mdbdata

Note Subsequent storage groups and databases may have different locations and names (user-defined).

Database Patch Files (Exchange 5.5 or pre-Exchange 2000, Service Pack 2)

Database patch files are used to handle transactions being written to the database during a backup. During the backup operation, data is read from the .edb file. If a transaction causes an update to a part of the .edb file that has already been backed up, then it is written to the patch file for that database. Patch files only exist during the backup process. These patch files are used during the Exchange Server recovery process to update the restored database file with the transactions that were in progress during the backup. The following table gives the names of the patch files and their default locations.

Default locations for patch files

Database Patch File File Name Default Directory

Directory Dir.pat ...\exchsrvr\dsadata

Information Store - Public Pub.pat ...\exchsrvr\mdbdata

Information Store - Private Priv.pat ...\exchsrvr\mdbdata

Transaction Logs

For performance and recoverability, the Exchange database uses transaction logs to accept, track, and maintain data. All transactions are first written to transaction logs and memory, and then to their respective databases. Transaction logs can be used to recover


Backup Operations

Directory or Information Store databases in the event that a failure has corrupted the database. The Information Store can have up to five separate databases but transaction logs are kept in a single set.

Since transactions are first written to the edb log or e0y log file and then later written to the database, the current actual or effective database is a combination of the uncommitted transactions in the transaction log file and the actual edb or e0y database file. When the log file is filled with transaction data, it is renamed and a new edb or e0y log file is created. When the log file is renamed, the other renamed log files are stored in the same subdirectory. The renamed log files are named in a sequential numbering order (for instance: edb00014.log, edb00015.log, etc. or e0y00014.log, e0y00015.log, etc., using hexadecimal).

The following table gives the names of the Exchange 5.5 transaction logs and their default locations.

Default locations for Exchange 5.5 transaction logs

Database Transaction Log File Name Default Directory

Directory edbXXXXX.log ..\exchsrvr\dsadata

Information Store edbXXXXX.log ..\exchsrvr\mdbdata

Where XXXXX is a five digit hexadecimal number that is incremented each time an edb.log file is renamed.

The following table gives the names of the Exchange 2000/2003 transaction logs and their default locations.

Default locations for Exchange 2000/2003 transaction logs

Database Transaction Log File Name Default Directory

Information Store e0yXXXXX.log ..\exchsrvr\mdbdata

Where y is a number from 0 - 3 representing the storage group, e.g., e00.log, e01.log, e02.log, e03.log. XXXXX is a five digit hexadecimal number that is incremented each time an e0y log file is renamed.

For full backups and differential incremental backups, the committed transaction logs are truncated (deleted) by Exchange after a successful backup.


Restore Operations

Note After every 5MB of transaction log data is written, a new log is created, even though the transaction data may not be committed to the database. There may be several transaction logs containing uncommitted data, and therefore they will not be purged.

Transactions in log files are committed to the respective edb or e0y file when the service is shut down normally. For example, when the Information Store service experiences a normal shutdown (service shuts down with no errors), any transactions that existed in log files and not in the priv.edb and or pub.edb files are committed to the edb files. Log files should not be manually purged; it is best to purge logs through the backup process.

The following process takes place during a full backup:

◆ Database files are written to the backup media.

◆ (Exchange 5.5 or pre-Exchange 2000, Service Pack 2) Patch files are created to accommodate updates to the database during the backup.

◆ Transaction logs are written to the backup media.

◆ (Exchange 5.5 or pre-Exchange 2000, Service Pack 2) Patch files are written to the backup media.

◆ Committed transaction logs are truncated (deleted) by Exchange. These logs are no longer required since they have been committed to the database file and they have been written to the backup media.

Restore Operations Using a few simple operations, an administrator using the Backup, Archive, and Restore interface can browse Exchange Server backups and select the ones to be restored.

Limitations with Exchange 2000/2003 Restores A restore of more than one storage group at a time (per job) will fail.

Server-Directed Restores An administrator can browse Exchange Server databases and select the ones to be restored. NetBackup will allow you to select the NetBackup server from which files will be restored, to view the backup history, and to select items to restore for a specific client or other clients that were backed up by the selected NetBackup server


Restore Operations

Redirecting a Restore to a Different Client Databases or folders can be restored to a client other than the one from which they were backed up. This is possible only if the NetBackup administrator sets up the configuration to allow it and the NetBackup for Exchange Server agent has been installed on the alternate client. The administrator using the NetBackup Administration Console on the master server or using the Remote Administration Console can direct restores to any NetBackup client (regardless of which client the files came from). Please see the appropriate NetBackup manuals for the configuration needed for this type of redirected restore.

Because the Microsoft Exchange Directory database contains machine and security information, it can only be restored to the original computer or a clone of the original computer. The Microsoft Exchange Information Store databases may be restored to a different Exchange Server.

Additional Requirements for MS Exchange 2000

Before redirecting the restore of storage groups or individual databases:

◆ The storage groups and databases must exist on the target server.

◆ The storage groups and databases must have the same names as the original storage groups or databases.

◆ The target databases must be configured so that they can be overwritten. Using the Exchange System Manager, right-click the database you want to overwrite, click Properties, and then on the Database tab, select This database can be overwritten by a restore.

◆ The target server must have the same Organization and Administrative Group name as the source server.

Redirecting a Restore to a Different Path A user can restore mailbox objects and Public folder objects to folders that are different from the folders from which the objects were backed up. Database objects should not be redirected to different paths.


Installation Requirements and Registering a License Key
2
This chapter describes how to perform the following tasks:

◆ Verifying the installation prerequisites for NetBackup for Exchange Server. Perform this task before enabling this agent.

The NetBackup for Exchange Server software is installed when you install NetBackup, so verify these prerequisites before enabling NetBackup for Exchange Server.

◆ Registering the license key for NetBackup for Exchange Server.

11

Verifying the Installation Prerequisites

Verifying the Installation Prerequisites Before enabling NetBackup for Exchange Server, verify that you are installing the agent on a supported operating system or platform and that requirements are met for the NetBackup software, the database agent, and, if applicable, the cluster software. These requirements apply for remote and local installations.

Operating System and Platform Compatibility Verify that NetBackup for Exchange Server will be installed on an operating system or platform supported by NetBackup. A compatibility list for database agents is available on the Technical Support web site.

▼ To verify compatibility

1. Go to the Technical Support web page: http://support.veritas.com.

2. From the Select Product Family list, click NetBackup Products.

3. From the Select Product list in the right pane, click NetBackup Enterprise Server.

4. Under Support Resources, click Compatibility and Reference.

5. In the list of documents, click NetBackup Enterprise Server (tm)/ Server x.x Database Agent Compatibility (updated date).

For x.x, look for the current release. For date, look for the most recent date.

For information on supported cluster environments for NetBackup for Exchange Server, see NetBackup (tm) x.x Cluster Compatibility (updated date).

6. Click on the link for the PDF document, which is a downloadable file that enables you to view the supported database spreadsheet for this release.

7. Read the document and verify that the software in your environment is compatible with the NetBackup and NetBackup for Exchange Server software.


http://support.veritas.com

Verifying the Installation Prerequisites

NetBackup Software Verify that the following requirements are met for the NetBackup server and client software:

❏ The NetBackup server software is installed and operational on the NetBackup server.

The NetBackup server platform can be any of those that NetBackup supports. For installation information, see the NetBackup Installation Guide.

❏ The NetBackup client software is installed on the client where you will be backing up the databases. This step also installs NetBackup for Exchange Server.

In addition, the install_path\NetBackup directory must exist on the client. On Windows platforms, the NetBackup for Exchange Server software is installed along with the server and client software. For installation information, see the NetBackup Installation Guide.

❏ Make sure that you have configured backup media in a Media Manager or disk storage unit. The amount of backup media required depends on the devices used, the sizes of the databases that you are backing up, the amount of data that you are archiving, the size of your backups, and the frequency of backups or archives. For information on using Media Manager, see the NetBackup Media Manager System Administrator’s Guide.

Database Agent Verify that the follow requirements are met for the database software.

❏ The Exchange vendor software is installed and operational on each client.

Cluster Software Verify the following requirements if you are enabling the NetBackup for Exchange Server software on a NetBackup server configured in a NetBackup cluster:

❏ The Exchange vendor software is installed and operational on each node to which NetBackup can failover.

❏ The NetBackup server software is installed and configured to work in a NetBackup cluster. Follow the instructions in the NetBackup Installation Guide.

The NetBackup server installation procedure installs the NetBackup for Exchange Server software along with the server and client software. After all other prerequisites are met, you only need to register the license key for the agent on each NetBackup server in order to enable the agent.

Chapter 2, Installation Requirements and Registering a License Key 13

Registering the License Key

Registering the License Key NetBackup for Exchange Server is installed with the server and client software. To use this agent, register a valid license key for it on the master or media server. In a NetBackup cluster, register the key on each node on which the NetBackup server is installed.

▼ To register a license key

1. On the master or media server, open the NetBackup Administration Console.

2. Choose Help > License Keys.

3. Click the New button.

4. Type in the license key and click Add.

For information on adding license keys, see the NetBackup System Administrator’s Guide, Volume I.


Configuration

3

This chapter provides information on configuring NetBackup to perform backup and restore operations of Exchange Server.

◆ “Configuring NetBackup for Individual Mailbox Operations”

◆ “Configuring the Account Used for Exchange Server Restores”

◆ “Configuring Backup Policies”

◆ “Testing Configuration Settings”

User Interface Terminology Notes You can perform many of the configuration steps in this chapter from the NetBackup Administration Console on the master server. Depending on your master server’s platform, the console is available in one or two forms. NetBackup supports a Java interface for both Windows and UNIX master servers. In addition, NetBackup supports a Windows interface for Windows master servers.

The Java and Windows interfaces are nearly identical, but when there are interface differences in the configuration procedures, this manual uses the following headings to identify the interface being described:

From the Windows interface:

From the Java interface:

15

Configuring NetBackup for Individual Mailbox Operations

Configuring NetBackup for Individual Mailbox Operations The following configuration must be performed so that NetBackup can backup and restore individual mailboxes and folders and items in the Public Folders.

Note If in a cluster, the procedures in the following sections need to be performed on each Exchange node in the cluster.

Configuring the NetBackup Client Service Log On Account By default, the NetBackup Client service uses Local System as the account on which to log on. To perform individual mailbox backups or restores, the service account needs to be changed to another valid Windows domain account.

Note If in a cluster, these steps need to be performed on each Exchange node in the cluster.

▼ To verify or modify the Log On account for the NetBackup Client service

1. Open the Windows Services application.

2. Double-click on the NetBackup Client Service entry.

3. Click on the Log On tab.

4. If Local System account is not selected as the Log on account, proceed with step 7.

5. Provide the name of the account you wish to use for backups and restores on this client.

Note To change this account, you must have administrator group privileges.

6. Stop and start the NetBackup Client Service.

7. Close the Services application.



Creating a Mailbox for the NetBackup Client Service In order for NetBackup to gain access to the mailboxes and folders to perform backup and restore operations, the NetBackup Client service account needs to be associated with a valid Exchange mailbox. It is recommended that you create a uniquely named mailbox for the NetBackup Client service account.

Note If in a cluster, these steps need to be performed on each Exchange node in the cluster.

Exchange 5.x

For Exchange 5.x, if a mailbox is not created for the NetBackup Client service, you can use any existing mailbox on the Exchange Server to which the NetBackup Client service account is granted log on rights.

▼ To create a mailbox for the NetBackup Client service account

1. Using Exchange Administrator, create a new mailbox with a unique name.

A unique name is one that does not already exist within the Exchange Organization. This name cannot be contained as a set of characters in an existing name.

For example, if EXCH1 has been entered as the unique mailbox name, and there are other mailbox names such as EXCH1BACKUP or BACKUPEXCH1, backups or restores of individual mailboxes, or both, will fail.

If you cannot create a unique mailbox name, you must enter the fully qualified name when configuring the mailbox for the NetBackup Client service account (see “Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account” on page 21). For example:

/O=Org_Name/OU=Site_Name/CN=Server_Name/CN=EXCH1

or

Create a new mailbox and assign a unique alias to the mailbox. Then, when configuring the mailbox for the NetBackup Client service account, enter only the alias. (See “Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account” on page 21.)

2. Double-click on the new mailbox and click the General tab.

3. Click Primary Windows NT Account and add the NetBackup Client service account.

Chapter 3, Configuration 17


4. Select either a site container or recipient container that contains the mailboxes you want to back up.

a. Click the Properties button.

b. On the Permissions tab, add the NetBackup Client service account, select the Admin Role, and click OK.

Note The minimum rights required for backing up and restoring a mailbox are Modify User Attributes and Modify Administrator Attributes. By default, the Admin role includes Add Child, Modify User Attributes, Modify Administrator Attributes, and Delete and Logon rights. The Admin role can be edited as a Custom role with only the minimum rights.

If you elect to grant permissions individually to each mailbox rather than to grant access to all mailboxes at the site or recipient container level, you can assign the User role, which allows backing up and restoring mailboxes to which permissions have been given. This role can also be edited to include only the Modify User Attributes and the Modify Administrator Attributes.

Exchange 2000/2003

▼ To create a mailbox for the NetBackup Client service account

1. Using Active Directory Users and Computers, create a mailbox with a unique name.

A unique name is one that does not already exist within the Exchange Organization. This name cannot be contained as a set of characters in an existing name.

For example, if EXCH1 has been entered as the unique mailbox name, and there are other mailbox names such as EXCH1BACKUP or BACKUPEXCH1, backup or restore of individual mailboxes or both will fail.

2. Make this account a member of Domain Admins group.

3. Using the Exchange Administration Delegation Wizard, select the NetBackup Client service account and grant the Exchange Administrator access to the account.

a. Start the Exchange System Manager program.

b. Select the appropriate Administrative Group.

c. Right-click on the Administrative Group and select Delegate Control.



4. Click Next.

5. Click Add.

6. In the Delegate Control dialog box, browse for the mailbox created in step 1.

a. From the Role list, select Exchange Full Administrator.

b. Click OK.

c. Click Next.

d. Click Finish.

7. If you have an active/active configuration, continue with the next section, “Granting the NetBackup Client Service Account Advanced Permission.”

Granting the NetBackup Client Service Account Advanced

Permission

If you have an active/active configuration, the NetBackup Client service must also be granted “Receive As” and “Send As” advanced permission on each virtual Exchange Server in the configuration.

▼ To grant the NetBackup Client service account advanced permission

1. Open Exchange System Manager.

2. Select the virtual Exchange Server name.



3. Right-click on the virtual name and select Properties.

4. Click on the Security tab.

5. Select the NetBackup Client service account under the Name pane.



6. Under Permissions, select Receive As and Send As.

7. Click OK.

8. Repeat step 2 through step 7 for each virtual Exchange Server in the cluster.

Configuring NetBackup to Use the Mailbox Associated with the NetBackup Client Service Account

This configuration can be performed with the NetBackup Administration Console for Windows or for UNIX or through the Remote Administration Console.

▼ To configure the mailbox for the NetBackup Client service account

1. Open the NetBackup Administration Console or the Remote Administration Console.

2. In the left pane, expand Host Properties.

3. Click Clients.

4. In the right pane, right-click on the client you wish to configure and choose

Properties.

5. Expand Windows client and click Exchange.

6. In the Mailbox for message level backup and restore box, specify the mailbox. The mailbox may be specified as:

◆ An Exchange mailbox name

◆ A fully-qualified name

◆ /O=Org_Name/OU=Site_Name/CN=Server_Name/CN=Mailbox_Name



◆ A mailbox alias

7. Click OK.


Configuring the Account Used for Exchange Server Restores

Configuring the Account Used for Exchange Server Restores

VERITAS recommends that the NetBackup client service use the same account that is running Exchange Services. If you are restoring from Exchange 5.x and are using an account other than the one used for Exchange, the account must be added to the local computer’s Administrators group. It is not necessary to add the account to the domain Administrators or domain Admins groups. Exchange 5.x services need to be shut down in order to restore Exchange Server and Administrator privilege is necessary to shut down services in Windows.


Configuring Backup Policies

Configuring Backup Policies A NetBackup policy defines the backup criteria for a specific group of one or more clients. These criteria include:

◆ Storage unit and media to use

◆ Policy attributes

◆ Backup schedules

◆ Clients to be backed up

◆ Items (database objects) to be backed up

To use NetBackup for Exchange Server, you need to define at least one MS-Exchange-Server policy with the appropriate schedules. A configuration can have a single policy that includes all clients, or there can be many policies, some of which include only one client.

Most requirements for MS-Exchange-Server policies are the same as for file system backups. In addition to the attributes described here, there are other attributes for a policy to consider. For configuration instructions and information on all the attributes available, see the NetBackup System Administrator’s Guide, Volume I.

Adding a New Policy

▼ To add a new policy

1. Log on to the master server as administrator (Windows) or root (UNIX).

2. Start the NetBackup Administration Console.

3. If your site has more than one master server, choose the one on which you want to add the policy.

4. From the Windows interface: In the left pane, right-click Policies and choose New Policy.

From the Java interface: In the left pane, click Policies. In the All Policies pane, right-click the master server, and click New.

The Add a New Policy dialog box displays.

5. In the Policy name field, type a unique name for the new policy.



6. Click OK.

A dialog box displays in which you can specify the general attributes for the policy.

7. From the Policy Type box, select the MS-Exchange-Server policy type.

Note The MS-Exchange-Server policy type does not appear in the drop-down list unless your master server has a license key for NetBackup for Exchange Server.

8. Complete the entries on the Attributes tab. For more information, see “Description of Attributes” on page 25.

9. Add other policy information.

◆ To add schedules, see “Adding Schedules” on page 26.

◆ To add clients, see “Adding Clients” on page 31.

◆ To add Exchange objects to the Backup Selections list, see “Adding Backup Selections.”

10. When you have added all the schedules, clients, and Backup Selections you need, click OK. The new policy is created.

Description of Attributes

With a few exceptions, NetBackup manages a database backup like a file system backup. The following table shows the policy attributes that are different for Exchange backups. This information is used when you are adding a new policy.

Other policy attributes vary according to your specific backup strategy and system configuration. For more information on policy attributes, see the NetBackup System Administrator’s Guide, Volume I.

Description of Policy Attributes

Attribute Description

Policy type Determines the types of clients that can be in the policy and, in some cases, the types of backups that NetBackup can perform on those clients. To use NetBackup for Exchange Server, you must define at least one policy of type MS-Exchange-Server.



Description of Policy Attributes

Attribute Description

Allow multiple data Specifies that, depending on directives in the list of backup selections, streams NetBackup can divide automatic backups for each client into multiple jobs,

with each job backing up only a part of the list of backup selections. The jobs are in separate data streams and can occur concurrently. The number of available storage units, multiplex settings, and the maximum jobs parameters determine the total number of streams and how many can run concurrently.

Keyword phrase A textual description of a backup. Useful for browsing backups and restores.

Advanced Client See the “Using NetBackup for Exchange Server with Advanced Client” on page 85 for information on configuring policies for snapshot methods.

Adding Schedules Each policy has its own set of schedules. These schedules control initiation of automatic backups and also specify when user operations can be initiated.

▼ To add a schedule

1. In the Policy dialog, click the Schedules tab.

To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console.

2. Click New.

A dialog is displayed.

3. Specify a unique name for the schedule.

4. Select the Type of backup.

For information on the types of backups available for this policy, see “Types of Backups” on page 28.



5. Specify the other properties for the schedule as explained in “Schedule Properties” on page 29.

6. If this is the last schedule, click OK.

To add more schedules, click Add and repeat step 2 through step 6.



Types of Backups

Description of Types of Backups

Type of Backup Description

Full Backup For server backups, this schedule type will back up the Exchange Server database and associated transaction logs. All committed transaction logs will be truncated (deleted) after they are successfully backed up.

For mailbox backups, this schedule type will back up the entire mailbox, including all the folders and messages in that mailbox.

For the Public Store, this schedule type will backup the entire Public Store, including all the folders and messages within the Public Store.

Differential- A differential incremental backup will only back up changes since the last incremental backup full or differential incremental backup. Differential incremental backups can

be performed of databases, the KMS and SRS services, mailboxes and of the Public Share.

When using this method to back up a database, only transaction logs are backed up. After the successful backup of the transaction logs, all committed logs will be truncated (deleted). The truncation of the transaction logs sets the context for the next backup.

To perform a full restore the data needed is contained in multiple NetBackup images. One image for the full backup and another image for each differential incremental that was performed.

User Backup A user backup is not automatically scheduled and is initiated on the target client machine.

A user-directed backup of a database is identical to a full backup except that the transaction logs are not truncated. Because of this, user backups are like taking a snapshot of the databases at a given point in time without impacting the content of ongoing full and incremental backups.

You may want to consider creating a separate policy for User Backup schedule types. This will allow you to easily separate user-directed and scheduled backups when restoring files. If you decide to create separate policies for User Backup schedule types, the considerations are similar to those for automatic backups. A Backup Selections list is not needed because users select the files before starting the operation.



Description of Types of Backups (continued)

Type of Backup Description

Cumulativeincremental backup

A cumulative incremental backup backs up all changes since the last full backup or differential incremental backup (however, it is not standard practice to mix cumulative- and differential incremental backups between full backups). Cumulative incremental backups can be performed of databases, the KMS and SRS services, mailboxes and of the Public Share.

When using this method to back up databases, only transaction logs are backed up and they are not truncated upon completion of the backup. When restoring databases, transaction logs remain intact since the last full backup.

In an Exchange Server data recovery scenario where it has been determined that the transaction logs are all intact, you only need to restore the database from the last full backup and the last cumulative incremental backup. During recovery, Exchange Server will replay all the logs in the log folder. This will bring the Exchange Server database back to the current date instead of to the time of the last full or incremental backup.

Caution Differential incremental and cumulative incremental backup types will fail if database circular logging is configured for the Exchange Server. By disabling circular logging, incremental backups may then be performed. See Microsoft’s Exchange Server Administration Guide for more information on configuring circular logging.

Note You are allowed to configure incremental schedule types, but incremental backups will not be performed for individual databases within storage groups. The backup job will still run according to the configured incremental schedules, but the job will log warnings for attempted incremental backups of these objects.

Schedule Properties

Some of the schedule properties have a different meaning for database backups than for a regular file system backup. The following table explains the schedule properties:

Description of Schedule Properties

Property Description

Type of backup Specifies the type of backup that this schedule controls. The selection list shows only the backup types that apply to the policy you are configuring.

For more information, see “Types of Backups.”



Description of Schedule Properties (continued)

Property Description

Frequency This setting is used only for scheduled backups and not for user-directed backups. Frequency specifies the period of time that can elapse until the next backup or archive operation begins on this schedule. For example, if the frequency is seven days and a successful backup occurs on Wednesday, the next full backup does not occur until the following Wednesday. Typically, incremental backups have a shorter frequency than full backups.

Calendar This setting is used only for scheduled backups. It is not used for user-directed backups. The Calendar option allows you to schedule backup operations based on specific dates, recurring week days, or recurring days of the month.

Retention Specifies a retention period for keeping backup copies of files before deleting them. The retention level also denotes a schedules priority within the policy, with Level 9 schedules having the highest priority and Level 0 the lowest. Set the time period to retain at least two full backups of your database. In this way, if one full backup has been lost, you will have another full backup to fall back on. For example, if your database is backed up once every Sunday morning, you should select a retention period of at least 2 weeks.

Other schedule properties vary according to your specific backup strategy and system configuration. For more information on schedule properties, consult the NetBackup System Administrator’s Guide, Volume I.



Adding Clients The Clients list contains a list of the clients that will be backed up during an automatic backup. A NetBackup client must be in at least one policy but can be in more than one.

The following software must be installed on the client:

◆ Exchange Server

◆ NetBackup client or server

▼ To add clients to a policy

1. In the Policy dialog, click the Clients tab.

To access the Policy dialog, double-click the policy name in the Policies list in the NetBackup Administration Console.

2. Click New.

3. Enter the name of the client you want to add.

If Exchange is installed in a NetBackup cluster, specify the virtual Exchange name as

the client name.

From the Windows interface:

◆ Type the name into the client list and press Enter.

If NetBackup cannot detect the hardware and operating system, a dialog box displays so you can specify this information.

OR

◆ Click the Browse for Computer button to choose the client from the network.

From the Java interface:

a. The Add Client dialog box displays. In the Client name field, type the name of the client you are adding.

b. Choose the Hardware and operating system type and click Add.

4. To add another client, repeat step 2 and step 3.

5. If this is the last client, click OK.



Adding Backup Selections The Backup Selections list defines the Exchange objects (databases, mailboxes, and mailbox folders) to be backed up and the grouping of Exchange objects for multiple data streams. For information on excluding items from backups, see “Excluding Folders and Files from Mailbox and Public Folder Backups” on page 39.

Notes

◆ Database backups should be performed separately from mailbox backups and Exchange 5.5 and Exchange 2000/2003 backups should be performed separately. For example, Microsoft Exchange Server:\Information Store\, an Exchange 5.5 directive, and Microsoft Information Store:\First Storage Group\, an Exchange 2000 directive, should not be added to the same policy. Nor should Microsoft Exchange Mailboxes:\*, a mailbox directive, and Microsoft Information Store:\, an Exchange 2000/2003 directive, be added to the same policy.

◆ For Active/Active configuration of Exchange 2000/2003 in an Microsoft Cluster Server environment, if more than one instance is running on the same node, scheduled backups using the Mailbox directive only will backup all mailboxes on all instances running on that node, regardless of which virtual server name is specified for backups.

◆ When individual databases in a storage group are backed up, the transaction logs for the entire storage group are also included in the backup. Transaction logs will not be truncated (deleted) until a full backup is run on every database in the storage group. To ensure transaction logs are truncated (deleted) regularly, include all databases for a storage group in a full backup policy or specify the storage group, and not individual databases, in the backup policy.

Creating a Backup Selections List By Browsing

On Windows systems, you can browse for Exchange objects and add them to the Backup Selections list. Alternatively, the objects can be specified manually (see “Manually Adding Entries to the Backup Selections list” on page 33). For examples, see “Example Entries in the Backup Selections List” on page 35.

▼ To add an Exchange object to the Backup Selections list by browsing (Windows Only)

1. In the Policy dialog, click the Backup Selections tab.

2. Click New.



3. Click the Remote Folder button.

The Browse window is displayed.

4. Navigate to and select the Exchange object to back up and click OK.

To back up an Exchange 5.x Server, add both the Microsoft Exchange Server:\Directory\ and Microsoft Exchange Server:\Information Store\ to the Backup Selections list.

5. Edit the new entry, if you wish to define groups of objects or use multiple data streams.

For example, you can create groups of mailboxes, storage groups or databases, or Public folders to back up, see “Using Wildcards” on page 37. To divide backups into multiple data streams, see “Performing Backups with Multiple Data Streams” on page 36.

6. (Exchange 2000 only) If creating a policy to backup Public folders, the Microsoft Information Store, or Storage Groups or databases, add the ExIFS drive (M: drive, by default) to the NetBackup client’s Exclude list. This will prevent Exchange 2000 objects from being backed up as file-level files.

7. Click OK.

Manually Adding Entries to the Backup Selections list

Database objects can be manually added to the Backup Selections list, if you do not wish to use the browse feature. For examples, see “Example Entries in the Backup Selections List” on page 35.

▼ To manually add entries to the Backup Selections list

1. In the Policy dialog, click the Backup Selections tab.

2. Click New.

UNIX: A dialog box displays.

3. On Windows, click the Directives button.

4. From the Directive set list, select the desired Directive set.

Use the MS_Exchange_2000 directive set for Exchange 2000 or for Exchange 2003.



5. Select the directive.

To back up an Exchange 5.x Server, add both the Microsoft Exchange Server:\Directory\ and Microsoft Exchange Server:\Information Store\ directives.

Windows:

a. From the Directive list, select the desired Exchange object.

b. Click OK.

UNIX:

a. From the Pathname or directive list, select the desired Exchange object.

b. Click Add.

c. Click OK.

6. Edit the new entry, if you wish to define groups of objects or use multiple data streams.

For example, you can create groups of mailboxes, storage groups or databases, or Public folders to back up, see “Using Wildcards” on page 37. To divide backups into multiple data streams, see “Performing Backups with Multiple Data Streams” on page 36.

7. (Exchange 2000 only) If creating a policy to backup Public folders, the Microsoft Information Store, or Storage Groups or databases, add the ExIFS drive (M: drive, by default) to the NetBackup client’s Exclude list. This will prevent Exchange 2000 objects from being backed up as file-level files.

8. Click OK.



Example Entries in the Backup Selections List

The following table includes example entries for mailboxes, Public folders, Storage Groups, and Storage Group databases.

Example entries in the Backup Selections list

To back up Example path

An individual mailbox

A mailbox folder

Multiple mailboxes, using two datastreams*

Multiple mailboxes, using one stream for each mailbox*

Multiple folders using two datastreams*

An individual Public folder

A Public subfolder

Multiple Public folders, using two datastreams*

Multiple Public folders, using one stream for each folder*

Microsoft Exchange Mailboxes:\Mailbox 1\

Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\Inbox

NEW_STREAM

Microsoft Exchange Mailboxes:\[a-m]*

NEW_STREAM

Microsoft Exchange Mailboxes:\[n-z]*

Microsoft Exchange Mailboxes:\*

NEW_STREAM

Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[a-m]*

NEW_STREAM

Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[n-z]*

Microsoft Exchange Public Folders:\Folder1\

Microsoft Exchange Public Folders:\Folder1\Subfolder1\

NEW_STREAM


NEW_STREAM


Microsoft Exchange Public Folders:\*



Example entries in the Backup Selections list (continued)

To back up Example path

An individual Storage Group

A database within a Storage Group

Multiple Storage Groups, using two datastreams*

Multiple Storage Groups, using one stream for each Storage Group*

Microsoft Information Store:\First Storage Group\

Microsoft Information Store:\First Storage Group\Mailbox Store\

Note When individual databases in a storage group are backed up, the transaction logs for the entire storage group are also included in the backup. Transaction logs will not be truncated (deleted) until a full backup is run on every database in the storage group. To ensure transaction logs are truncated (deleted) regularly, include all databases for a storage group in a full backup policy or specify the storage group, and not individual databases, in the backup policy.

NEW_STREAM

Microsoft Information Store:\Storage Group[1-3]

NEW_STREAM


Microsoft Information Store:\Storage Group*

* Allow multiple data streams must be enabled in order for this Backup Selections list to be backed up successfully.

Performing Backups with Multiple Data Streams

Multiple datastreams divide automatic backups into multiple jobs, with each job backing up only a part of the Backup Selections list. To use multiple data streams, enable Allow multiple data streams on the Attributes tab for the policy) and add the NEW_STREAM directive in the Backup Selections list to indicate where a new backup stream should begin. Exchange mailboxes or storage groups defined in the Backup Selections list with wildcard characters will be backed up in multiple streams.

You can choose to have NetBackup automatically determine where to begin new streams, or you can control where each stream begins by inserting the NEW_STREAM directive at a certain point or points in the Backup Selections list. For example, if you enable multiple datastreams and specify the following in the Backup Selections list, NetBackup will create a new stream for each mailbox.





If instead you specify the following in the Backup Selections list, NetBackup will create only two streams, one for mailboxes “a-m” and one for mailboxes “n-z”.

NEW_STREAM


NEW_STREAM


For more information on the multiple data streams feature, refer to the NetBackup System Administrator’s Guide, Volume I.

Using Wildcards

Wildcard characters can be used to define groups of mailboxes, storage groups, or Public folders. This way multiple objects can be backed up without having to specify the objects individually in the Backup Selections list. This will only be successful if multiple data streams have been enabled. If this feature has not been enabled, the backup will fail.

The supported wildcard characters for Backup Selections lists in an Exchange policy are described below.

Supported wildcard characters

Wildcard character Action

Asterisk (*) Use as a substitute for zero or more characters. To specify all objects that start with an ‘a’ use “a*”.

Question Mark (?) Use as a substitute for a single character in a name. For example, “s?z” would process all objects that had ‘s’ for a first character, any character for a second character, and ‘z’ for a third character.

Left & Right Brackets Use to match any one character enclosed in square brackets. A minus (-) ([ … ]) may be used to indicate a range of consecutive characters; for example, [0-9]

is equivalent to [0123456789].

Note The - loses this special meaning if it occurs last in the string.

Note The right square bracket (]) does not terminate such a string when it is the first character within it; for example, [] a-f] matches either a right square bracket (]) or one of the ASCII letters a through f inclusive. Asterisk (*) and Question Mark (?) stand for themselves within such a string of characters.



The following rules apply when using wildcard characters in the Backup Selections list.

◆ Only one wildcard pattern per Backup Selections list entry is allowed.

Correct



Incorrect

Microsoft Information Store:\Storage*[1-3]

Microsoft Information Store:\Storage*[4-6]

◆ Wildcard patterns will only be honored in the final segment of the path name.

Correct

Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\*

Microsoft Exchange Public Folders:\Folder\Subfolder?

Incorrect

Microsoft Exchange Mailboxes:\Mailbox 1\*\Inbox

Microsoft Exchange Public Folders:\Folder?\

◆ Wildcard patterns in Exchange 2000 directives will only be honored in the Storage Group segment of the path.

Correct

Microsoft Information Store:\ Storage Group?

Incorrect

Microsoft Information Store:\First Storage Group\Database*

◆ If a wildcard pattern is not honored it will be treated literally.



◆ For an Exchange Mailbox path any segment of the path may contain wildcard characters, including mailbox names, folders, or messages within the Mailbox hierarchy, as long as the wildcard characters are the last characters in the segment.

Correct

Microsoft Exchange Mailboxes:\Mailbox 1\Top of Information Store\[a-m]*

Microsoft Exchange Mailboxes:\Mailbox [1-3]

Incorrect

Microsoft Exchange Mailboxes:\Mailbox [1-3]\Top of Information Store

Microsoft Exchange Mailboxes:\Mailbox 1\Top*\

◆ For Exchange Public folders any segment of the path may contain wildcard characters, including workspace names or workspace folders, as long as the wildcard characters are the last characters in the segment.

Correct

Microsoft Exchange Public Folders:\Folder1\Subfolder?

Incorrect

Microsoft Exchange Public Folders:\Folder?\Subfolder1

Microsoft Exchange Public Folders:\*\Subfolder1

Excluding Folders and Files from Mailbox and Public Folder Backups

Specific folders and files can be excluded from backups of mailboxes or backups of the Public folder by adding these folders and files to an exclude list. This section describes the syntax that should be used when adding Exchange entries to an exclude list. An exclude list can be added from the server or from the client.

For more information on how to create exclude lists using the NetBackup Administration Console, see the NetBackup System Administrator’s Guide, Volume I.

Example Exchange mailbox entries in an exclude list

This entry... would exclude...

Microsoft Exchange Mailboxes:\J* All mailboxes with names starting with J.

Microsoft Exchange Mailboxes:\J?e* All mailboxes with names starting with J and where the third letter of the mailbox name is e.

Microsoft Exchange Mailboxes:\Joe Smith* Any mailbox with a name that starts with Joe Smith.



Example Exchange mailbox entries in an exclude list


Microsoft Exchange Mailboxes:\Joe Smith ?JoeS? Any mailbox with a name Joe Smith and an alias name of JoeS.

Microsoft Exchange Mailboxes:\Joe Smith*\Top of Information Store\Deleted Items

The Deleted Items folder for the mailbox Joe Smith.

Microsoft Exchange Mailboxes:\*\Top of Information Store\Inbox\Virus*

Any messages beginning with Virus in the user's Inbox.

Example Public folder entries in an exclude list


Microsoft Exchange Public Folders:\Marketing The root Public folder called Marketing.

Microsoft Exchange Public Folders:\Marketing\*.xls

All .xls documents under the Public Folder called Marketing.


Testing Configuration Settings

Testing Configuration Settings After configuring the master server for NetBackup for Exchange Server, test the configuration settings by performing a manual backup (or backups) using the automatic backup schedules you have created. For a description of status codes and other troubleshooting information, refer to the NetBackup Troubleshooting Guide.

▼ To test the configuration settings

1. Log onto the master server as administrator (Windows) or root (UNIX).

2. Start the NetBackup Administration Console.

3. In the left pane, click Policies.

From the Windows interface: The policy list appears in the right pane.

From the Java interface: The right pane splits into an All Policies pane and a details pane.

4. Click the policy you want to test.

5. Choose Actions > Manual Backup.

The Manual Backup dialog box appears.

The Schedules pane contains the name of an automatic schedule (or schedules) configured for the policy that you are going to test. The Clients pane contains the name of the client(s) listed in the policy that you are going to test.

6. Follow the directions in the Manual Backup dialog box.

7. Click Activity Monitor on the NetBackup Administration Console.

If the manual backup does not exit with a successful status, see the Troubleshooting chapter.


Testing Configuration Settings


Operating Instructions

4

After completing the configuration, you can use the Backup, Archive, and Restore interface to back up Exchange databases, mailboxes or folders. This chapter contains the following information:

◆ “Specifying the Server, Client, and the Policy Type”

◆ “Prerequisites for Performing Backups and Restores”

◆ “Performing User-Directed Backups of Exchange Server”

◆ “Restoring Exchange Server”

◆ “Individual Mailbox Operations”

◆ “Performing Single Instance Store Backups”

◆ “Backing Up and Restoring the Exchange Public Folders”

◆ “Redirecting a Restore to a Different Client”

43

Specifying the Server, Client, and the Policy Type

Specifying the Server, Client, and the Policy Type When performing user backups of Exchange Server, you must specify the server that will perform the backups. In a cluster environment, NetBackup performs the backup of the client (or Exchange Server) by using the virtual name of the Exchange Server. (The name of the virtual Exchange

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