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IntelliSnap NetApp
UNIX
Windows
Getting Started
Overview
Prerequisites
Deployment
DataFabric Manager
Setup SnapVault/Mirror
Configuration
Setup Clients
Advanced
Online Help
Array Management
Array Properties
Best Practices
Troubleshooting
IntelliSnap Support
SnapTest Tool
White Papers
Table of Contents
Installation
Perform Test
Installation
1. Logon to the client computer as root.
2. If you are installing the software from the Software Installation Discs, run the following command to mount the
CD:
Run the following command from the Software Installation Package or mount point:
./cvpkgadd
You can also run this command as a SUDO user with root privileges:
./sudo cvpkgadd
For steps to add a SUDO user to /etc/sudoers, see Frequently Asked Questions - Install.
3. The product banner and other information is displayed.
Press Enter.
8. The default network interface name of the client computer is displayed if the computer has only one network
interface (NIC card), press Enter to accept.
{ If the computer has multiple network interfaces, enter the interface name that is preferred for
communication with the CommServe, and then press Enter.
The interface names and IP addresses depend on the computer in which the software is installed and may be
different from the example shown.
9. The local name of the client computer is displayed, press Enter to accept.
{ If necessary you can also enter a new (friendly) name for the client, and then press Enter. This name will
be used in the CommCell and will also be displayed in the CommCell Console.
{ Do not use spaces when specifying a new name for the client.
10. Type the number associated with File System and MediaAgent and then press Enter.
Press Enter.
If necessary, enter a path to modify the default path and press Enter.
!@#$%^&*():/?\
Press Enter.
If necessary, enter a path to modify the default path and press Enter.
!@#$%^&*():/?\
18. Type d for done with the selection and press Enter.
19. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the
port numbers.
Press Enter.
24. If you have enabled per-client certificate on CommServe, type y and press Enter.
25. To review the setup, you may find the following logs useful if available:
Perform Test
The following procedure provides step-by-step instructions to configure and test your snap environment.
Ensure that the Lun is visible on the client computer as a device node.
On AIX
On Linux:
pvcreate /dev/sdd
vgcreate vg_name /dev/sdd
vgchange –a y vg_name
On AIX:
On Linux:
On AIX:
On Linux:
7. Press Enter.
12. The setup is tested for snapshot operations (create, mount, unmount, revert, and delete).
The snap test is now complete. You can now use this environment for performing IntelliSnap operations.
Initial deployment and successful run of IntelliSnap backup may take around 4 weeks due to the various environment
dependencies. The following parameters are known to affect the deployment and initial run and hence need a thorough
evaluation:
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Table of Contents
Installation
Perform Test
Installation
The following sections describe the steps involved in installing the components using the Decoupled Installation
package:
1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer.
2. Run SetupAll.exe from the Software Installation Discs.
3. Click I accept the terms in the license agreement.
Click Next.
4. Click Custom.
Click Next.
Click Next.
10. Select the Software edition of the Custom Package you want to create.
Specify a folder under any drive. If the folder does not exist, it is automatically created.
Do not use the following characters when specifying the destination path:
/:*?"<>|
It is recommended that you use alphanumeric characters only.
If you select this option and create a custom package, later when you install the Agents using this
custom package, the Agents will always be installed as a new instance irrespective of the existence of
any other instances on the client computer.
{ Select Install to existing instance to install the Agents to a specific instance existing on the client
computer.
Make sure that the instance name that you select here exists on the client computers on which you
would install the agents using this custom package. Once you specify the instance name and create a
custom package, later when you install the Agents using this custom package on a client computer, the
Agents will always be installed to the instance that you specify in this step. If the installer does not find
any matching instance name on the client computer, then a new instance with this name will be created
and the Agents will be installed to this instance
Click Next.
If you have plans to create a De-coupled custom package, the components that you select here will be included
in the De-coupled custom package.
Click Next.
For firewall options and configuration instructions, see Firewall Configuration and continue with the
installation.
If you want this screen to be displayed while installing the components from the custom package, select the
Show to user check box.
17. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the
port numbers.
Click Next.
This screen will not appear if the default port numbers are not used for CommCell communication.
If you want this screen to be displayed while installing the components from the custom package, select the
Show to user check box.
Click Next.
If you want this screen to be displayed while installing the components from the custom package, select the
Show to user check box.
Click Next.
If you want this screen to be displayed while installing the components from the custom package, select the
Show to user check box.
20. Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility
Select the Contact the master CommServe to perform automatic registration option if you have plans to
deploy this installation package to multiple client computers and want each client computer to to be
automatically registered to the appropriate CommServe of your choice.
Click Next.
If you want this screen to be displayed while installing the components from the custom package, select the
Show to user check box.
This screen will reflect the components you selected for install, and may look different from the example
shown.
1. Locate the custom package and double-click the .exe file to start the installation. For example:
For a Windows X64 system using default paths, this file can be located at
C:\CustomPackageName\CustomPackageName_WinX64
If you want to install this de-coupled package on a different computer, you must copy the executable file to the
desired client computer and double-click the .exe file.
6. Click Finish.
This screen will be displayed only when you select the create de-coupled installation package option while
creating the decoupled install package (step 14).
Perform Test
The following procedure provides step-by-step instructions to configure and test your snap environment.
2. Using the Disk Management on the client computer locate the disk and assign a drive letter.
3. Create a directory to mount snapshots.
4. Navigate to <installed_directory>\Base and double-click SnapTest.exe.
6. Press Enter.
Enter source mount paths to snap (separate by commas, if more than one):
E:\\
11. The setup is tested for snapshot operations (create, mount, unmount, revert, and delete).
The snap test is now complete. You can now use this environment for performing IntelliSnap operations.
Initial deployment and successful run of IntelliSnap backup may take around 4 weeks due to the various environment
dependencies. The following parameters are known to affect the deployment and initial run and hence need a thorough
evaluation:
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IntelliSnap backup enables you to create a point-in-time snapshot of the data used for backups. An effective way to
back up live data is to quiesce it temporarily , take a snapshot, and then resume live operations. IntelliSnap backup
works in conjunction with storage arrays to provide snapshot functionality for backup.
You can use the IntelliSnap backup to perform any level of backups (for example, Full, Incremental, or Differential).
When you switch from a snap to a traditional backup or vice-versa, the next job is converted to a full backup. While
you perform an IntelliSnap backup or any subsequent operations, you can use a proxy server to reduce the load on the
production server. The backup copy operation uses the proxy to move the snap to backup media. Proxy server is
supported with hardware storage arrays.
Data Protection
Generic Software
Feature Support Solution Suite IntelliSnap
Backup
Backup to Tape
During incremental or log backups only relevant incremental or log
data is moved to media which enables significant reduction in media
usage.
Hardware Independent - No dependency on the hardware array
Snapshot copy, backup copy, and tape copy creation and management
are seamless. Application aware snapshots creation can be scheduled.
The snapshots can be cataloged/indexed for restore and movement to
media based on policies.
This snapshot is used for backup copy operations. This can also be used for restore/mount operations.
Data Aging:
z The jobs for the snapshot are pruned based on the retention policy for the snapshot copy.
z The snapshots that are related to the pruned jobs are deleted from the array periodically.
SnapMirror is a replication solution that can be used for disaster recovery purposes, where the complete contents of a
volume or qtree is mirrored to a destination volume or qtree.
Terminology
The IntelliSnap Backup documentation uses the following terminology:
Array Licenses
z SnapRestore license for Revert operations (LUNs and NFS shares).
z FlexClone license for backup and restore operations of NFS shares.
z FCP, ISCSI, CIFS, NFS licenses for features such as Fiber Channel Protocol, iSCSI protocol, CIFS file sharing,
and NFS File Sharing. Use the appropriate license for the specific data types.
z HTTP/HTTPS licenses on the NetApp file server to allow communication.
z If you are using SnapVault and SnapMirror you will require the following additional licenses:
{ The NetApp SnapVault/SnapMirror feature requires the NetApp Snap Management license.
{ iSCSI Initiator must be configured on the client and proxy computers to access the storage device.
For the Virtual Server Agent, the iSCSI Initiator is required when the agent is configured on a separate
physical server and uses iSCSI data stores. The iSCSI Initiator is not required if the agent is using NFS
data stores.
Array Software
The following are required for making backup copies:
z OnCommand Unified Manager - A server running NetApp OnCommand Unified Manager server software 4.0.2
or later, or OnCommand Unified Manager5.x is required.
Operations Manager, Provisioning Manager, and Protection Manager licenses are required for the OnCommand
Unified Manager.
OnCommand Unified Manager 6.0 - In order to support the NetApp cluster mode, install OnCommand Unified
Manager6.0.
When performing IntelliSnap operations on VMware using NFS file-based protocol, ensure the following:
The VMkernel IP address of all ESX servers that are used for mount operations should be added to the root Access of
the NFS share on the source storage device.
1. On your source file server, use the license command to check that the sv_ontap_pri and sv_ontap_sec
licenses are available for the primary and secondary file servers respectively.
2. Enable SnapVault on the primary and secondary file servers as shown below:
options snapvault.enable on
3. On the primary file server, set the access permissions for the secondary file servers to transfer data from the
primary as shown in the example below:
4. On the secondary file server, set the access permissions for the primary file servers to restore data from the
secondary as shown in the example below:
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Where to Install
Install the CommServe on a Windows computer that you want to use as your production server.
If you have a cluster environment, perform the steps described in Install the CommServe in a Clustered Environment.
Follow the steps in the Installation section to install the CommServe Modules.
Verify that the computer where you want to install the software meets the minimum requirements that are specified in
System Requirements.
Installation
Use one of the following methods to install the software:
Use this procedure to install the software using the standard installation options.
Use this procedure to install the software by specifying installation settings and options.
Click Next.
Click Next.
Click Next.
Click Next.
9. Click Yes.
Click Next.
If you do not want to allow the CommServe to install software and updates to remote client computers, click to
clear the Setup Software Cache check box and then click Next.
16. Click Yes to wait for the installer to copy the software packages required for the CommServe.
If you want to finish the installation, click No. The software packages will be copied in the background process.
These are the default options that are automatically selected when you perform the Standard Install.
Click Next.
Click Next.
The Web Console, Web Server and Work Flow packages are automatically selected.
If you want to install additional CommServe features, expand CommServe, and, then click Operations
Manager. To see what features are included in this package, see What are the Components that are included in
different Install Packages.
Click Next.
7. Verify the installation path of the CommServe database engine. This will be the location for the SQL Server
System databases.
Click Browse to change the default location, and then click Next.
Click Browse to change the default location, and then click Next.
Click Next.
Click Next.
This option enables CommCell operations across Windows firewall by adding CommCell programs and
services to Windows firewall exclusion list.
It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell
programs and services to function if the Windows firewall is enabled at a later time.
Click Next.
17. Specify the network or local path where you want to store the Disaster Recovery backup files.
Click Next.
If you selected Use Network Path, you must also provide the Network share username and the Network
share password.
z The Network share username is the domain\username of the user that has administrative rights to the
Disaster Recovery Backup destination path.
z The Network share password is the password of the network share username.
If you do not want to allow the CommServe to install software and updates to remote client computers, click to
clear the Setup Software Cache check box and then click Next.
Specify the path where you want to store the software packages and updates from the FTP site.
Click Browse to change the default location, and then click Next.
If you want to finish the installation, click No. The software packages will be copied in the background process.
Silent Install
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The following section describes the installation and configuration steps needed to setup the OnCommand Unified
Manager server and its components. For OnCommand Unified Manager 6.0, go to OnCommand Unified Manager 6.0.
Deployment
Install the OnCommand Unified Manager Server
The OnCommand Unified Manager server must be installed before the CommCell™ is set up. The following steps
describe how to install and configure the OnCommand Unified Manager server.
1. Download the OnCommand Unified Manager version 4.0.2 installer from the NetApp Support web site.
{ If installing on a Windows computer, click here.
{ If installing on a Linux computer, click here.
It is recommended that you do not install the CommServe and OnCommand Unified Manager on the same
computer.
2. Launch the executable file.
3. Follow the OnCommand Unified Manager setup prompts to complete the installation.
After the OnCommand Unified Manager software is installed, the OnCommand Unified Manager server starts
discovering, monitoring, collecting, and saving information about objects in its database.
The NetApp Host Agent is installed on third-party (Windows, Linux or Solaris) hosts. The following steps describe
how to download and install the agent:
The NetApp Management Console is a client software that contains a number of storage system management
applications. The console should not be installed on the OnCommand Unified Manager server as it impacts the server
performance.
The following steps describe how to download and install the NetApp Management Console:
1. From the Setup menu of the Operations Manager, select Download Management Console.
2. Click the link for the version of the NetApp Management Console required for your operating system. For
example;
{ If you are installing on a Windows computer, launch nmconsole-setup-3-0-win32.exe.
{ If you are installing on a Linux computer, enter the following command:
The NetApp Host Agent interface can either be accessed from a computer on which the agent is installed or from any
other computer on the network. The following steps describe how to configure the user access information for the
administrator:
http://<agent-name>::4092
The OnCommand Unified Manager server depends on Simple Network Management Protocol (SNMP) to discover
and periodically monitor storage systems. If your storage system is not SNMP-enabled, you must enable it before the
server can discover them. The server needs to locate and identify storage systems so that it can add them to its
database.
Automatic discovery is typically the primary process the server uses to discover storage systems and networks.
However, you can also manually add storage systems and networks:
1. Keep the defaults for the discovery options of Host Discovery (enabled), and Network Discovery (disabled).
2. Start the discovery process by manually adding one storage system from each network.
When you add a storage system, its network is also added. Other storage systems on the same network are found
automatically.
3. After verifying that all of the storage systems have been added, disable the host discovery to save network
resources.
4. After attaching a new storage system to your network, add hosts by using the OnCommand Unified Manager
server or using the following commands through the command line:
Use the following steps to add Resource Pools to be used for the Vault/Mirror storage provisioning.
OnCommand Manager Unified Manager has three pre-defined provisioning policies for IntelliSnap.
Such policies will be picked up automatically by Intellisnap and will be displayed in the Provisioning tab of the Snap
Copy Properties dialog box.
Policy Definition
Recommended for SnapVault Destinations
To use a provisioning policy from the OCUM server, prefix the provisioning policy name with the string
"SnapProtect_".
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Skip this page if you are not using SnapVault and/or SnapMirror
Configuration
Once you have the environment setup for using SnapVault and SnapMirror, you need to configure the following
before performing a SnapVault or SnapMirror operation.
When you select a storage policy, consider that for NetApp 7-Mode and Cluster Mode Filer Snapshots, the same
storage policy cannot be used if you are planning to use the vault/mirror feature. For NetApp 7-Mode Filer snapshot,
use storage policy associated with OnCommand Unified Manager 4.0.2 or OnCommand Unified Manager 5.X and
for NetApp Cluster Mode Filer snapshot, use storage policy associated with OnCommand Unified Manager 6.0.
Right-click the Storage Policies node and click New Storage Policy.
2. Click Next.
Click Next.
4. In the Library list, select the default library to which the Primary Copy should be associated.
It is recommended that the selected disk library uses a LUN from the File server.
Click Next.
Click Next.
6. Click Next.
{ From the MediaAgent list, click the name of the MediaAgent that will be used to store the deduplication
database.
{ In the Location box, type the name of the folder or Browse to the folder in which the deduplication
database must be located.
{ Click OK.
z The deduplication database must be located in a folder and not directly under the root of a disk volume.
z For Linux, make sure to host the deduplication database on LVM volumes.
Click Next.
After the Storage Policy is created along with the Primary Snap Copy, the Secondary Snap Copy must be created on
the new Storage Policy.
Right-click the <Storage Policy> and click All Tasks | Create New Snapshot Copy.
It is recommended that the selected disk library uses a CIFS or NFS share or a LUN on the File server.
Depending on the topology you want to set up, click Specify Source for Auxiliary Copy and select the source
copy.
Copies can be created for the topologies listed in the following table:
OnCommand Manager Unified Manager has three pre-defined provisioning policies for IntelliSnap.
Such policies will be picked up automatically by Intellisnap and will be displayed in the Provisioning tab of
the Snap Copy Properties dialog box.
Policy Definition
Recommended for SnapVault Destinations
To use a provisioning policy from the OCUM server, prefix the provisioning policy name with the string
"SnapProtect_".
vfiler option will be shown on the provisioning tab only if the storage policy is associate with OnCommand
Unified Manger 5.x.
When Select vfiler option is selected, all vfilers on the selected resource pools will be shown in the drop-down
list. Resource pool members should be complete filers and not aggregates.
New volumes on this storage policy copy will be provisioned under selected vfiler.
Click OK.
It is recommended that you perform this operation on all nodes in the P-M-V topology.
During snap copy creation, if you select the copy to be vault, the selective copy will be checked by default and the
default selection rule will be "All Fulls".
If you do not want the vault copy to be selective, please uncheck the selective copy option during creation and
proceed.
When the selective copy option is checked at the time of vault copy creation, mirror copy will be greyed out.
If you need to switch to mirror copy at the time of creation, uncheck selective copy and change the copy to mirror.
Once a snap copy is created as vault, you cannot change it to mirror and vice-versa.
Similarly, once a selective vault copy is selected, you cannot change it to non selective vault copy and vice-versa.
Follow the steps given below to configure Backup Copy for moving snapshots to media.
From the drop-down list, select the source copy to be used for performing the backup copy operation.
Click OK.
The following section provides step-by-step instructions for setting up the array information.
1. From the CommCell Browser, click the Storage tab and then click the Array Management icon.
2. In the Array Management dialog box, click Add.
Specify the name of the primary file server in the Name field.
The name of primary file server may be different in the OnCommand Unified Manager, CommServe,
MediaAgent and other entities, but it should resolve to the same IP address. However, if you plan to create a
Vault/Mirror copy, ensure the IP address of the primary file server resolves to the primary IP of the network
interface and not to an alias.
You can provide the host name, fully qualified domain name or TCP/IP address of the file server.
Click Change and enter the access information of a user with administrative privileges in the Username and
Password fields in Enter User Name and Password dialog box.
z Create/delete snapshots, volume & lun clones, cifs shares & nfs exports, initiator groups.
Select File Server, then click Primary checkbox for the array type.
Use the Description field to enter a description about the entity. This description can include information about
the entity's content, cautionary notes, etc.
In the Initiator Group Name box, specify the name of the initiator group to be configured on the client
computer and proxy computer to access the array.
In the Mount Retry Count box, type or select the number of retry attempts for a mount operation.
In the Mount Retry Interval (in seconds) box, type or select the time interval after which the next mount
operation will be attempted.
Select Skip busy LUN check to enable skipping busy LUN on the array. When enabled snap job will not go
into pending if there is a mounted snapshot in the volume.
Click OK.
Specify the name of the secondary file server in the Name field.
The name of secondary file server may be different in the OnCommand Unified Manager, CommServe,
MediaAgent and other entities, but it should resolve to the same IP address.
Use the Description field to enter a description about the entity. This description can include information about
the entity's content, cautionary notes, etc.
Click OK.
6. To detect and add Storage Virtual Machines, see Configuring Storage Virtual Machines on NetApp Arrays.
The detect and add option allows you to automatically detect and add Storage Virtual Machines (vfilers or
vservers) on either 7-mode or C-mode NetApp Arrays. When a Storage Virtual Machine is added through the
detect and add option, an array management entry and a deconfigured NAS client are automatically created for
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Click Specify Source for Auxiliary Copy and select the source copy (Primary-Vault).
6. Click OK.
7. Click OK in the Auxiliary Copy schedule dialog box.
8. From the CommCell Browser, navigate to Policies | Storage Policies | <Storage_Policy>.
The Selective Copy appears in the right pane of the CommCell Browser.
For further information on all other operations you can perform, such as Configuring Frequency of Backup and
Managing Properties, see Selective Copy.
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Available Array
This is the list displays all the available arrays in the CommCell. You can associate any array to a subclient and
perform the IntelliSnap backup.
z Name
z Control Host
The name of the device manager server where the array was configured.
z User Name
The name of the selected snapshot engine vendor for the array.
z Type
Type of array
z Description
Associated Array
This is the list displays all the arrays associated with a subclient or a storage policy copy.
z Name
z Control Host
The name of the device manager server where the array was configured.
z User Name
z Type
Type of array
z Description
Add
Click to access the Array Management dialog box, which enables you to add access information for an array.
Edit
Delete
List Snaps
Note:
It is highly recommended that you do not delete an array which has snapshots associated with it. All snapshots
associated with a deleted array are no longer valid and cannot be used for any data recovery operations.
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Snap Vendor
Lists the available storage array vendors. In the Snap Vendor box, select the storage array that you want to use.
Name
Use this field to specify the identification information for the storage array.
User Account
Use this field to type the name of the user account that has rights to access the array.
Description
Use this field to enter a description about the entity. This description can include information about the entity's
content, cautionary notes, etc.
z Create/delete snapshots, volume & lun clones, cifs shares & nfs exports, initiator groups.
Type
z File Server
Primary
Use this option to select the file server for primary storage array.
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Specify the time interval (in seconds) after which the next mount operation will be attempted. By default, it is set to
300 seconds.
Specify the number of retry attempts for a mount operation. By default, the value is set to 5.
Select this option to enable skipping the busy LUN check on the array. When enabled, a snap job will not go to
pending if there is a mounted snapshot in the volume.
Specify the name of the initiator group to be configured on the client and proxy computer to access the array.
Use Tunneling
Select this option to associate a Storage Virtual Machine with a NetApp array. When selected, all jobs that are
scheduled through the array will apply to the Storage Virtual Machine, too.
To disassociate the Storage Virtual Machine from the NetApp array, clear this option. All jobs scheduled through the
array will no longer run for the disassociated Storage Virtual Machine.
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Use this dialog box to associate user groups who can edit and delete storage arrays. You can do the following using
this dialog box:
Available Groups
Displays the names of the user groups that are not associated with this CommCell object.
Associated Groups
Displays the names of user groups that are associated with this CommCell object.
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General
z It is recommended that you do not use the system volume (typically vol0) for user data.
z For any ONTAP version, it is recommended to provide the host name or IP address of a data port (e.g., e0A,
e0B) during the NAS client or storage array configuration instead of using the management port (e.g., e0M). If
you are using the management port, you must reassign the host name or IP address of the management port to a
data port on the file server.
z To perform snapshots and backup to tape operations in parallel for the same data, use two backupsets.
z ONTAP 8.1.2 is not recommended for performing IntelliSnap backup of NetApp LUNs due to slower
performance when reading from a mounted LUN. Please consider using a later ONTAP version such as 8.1.3.
Please consult with NetApp for recommendations on the ONTAP version which is best for your environment.
Space Utilization
Ensure that sufficient disk space is available for snapshot operations and the disk space used by snapshots is monitored
frequently.
The space requirement for snapshots created during IntelliSnap backup can vary based on your environment. The
space utilization is dependent on the number of snapshots created and the retention period defined for the snapshots.
When planning for Snapshots, group LUNs according to their rate of change. For example, group LUNs with a high
rate of change in the same volume and group LUNs with a low rate of change in another, separate volume. When
calculating the size of volumes, use the rate of change to determine the amount of space necessary for Snapshots.
Volume to LUN
IntelliSnap provides the full suite of capabilities for recovery regardless of the Volume to LUN relationship and ratio.
However, a 1 to 1, Volume to LUN, relationship might simplify storage and application management. It is also best to
ensure that each LUN resides within a Qtree in SnapMirror and SnapVault configurations. Thin Provisioned Volumes
with LUNS make your storage provisioning and snapshot management flexible.
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Can I Create Additional Provisioning Policies For Secondary Copies And Use Them For IntelliSnap?
How Do I Verify That The Destination Filer Has SnapMirror Access To The Source Filer?
Can I create additional provisioning policies for secondary copies and use
them for IntelliSnap?
Additional provisioning policies for secondary copies can be added to the OnCommand Unified Manager. Any
provisioning policy with a name starting with “SnapProtect_” (case in-sensitive) will be displayed in the IntelliSnap
console for use in storage policy copies.
Example:
Example:
z To create an user for the Array credential in the Data Protection Suite Control Panel.
Example:
You can use the same credentials for NDMP that you use for the array.
To configure NDMP with the same credentials, enter the encrypted password in the following command, and then
execute it:
For example:
How Do I Verify that the Destination Filer Has SnapMirror Access to the
Source Filer?
To ensure that SnapMirror jobs run, the destination filer must have SnapMirror access to the source filer. If the name
or IP address of the SnapMirror filer appears in "/etc/snapmirror.allow", then the destination filer has access.
Alternatively, you can go into each of the hosts in OnCommand Unified Manager and configure the the proper
security rights for source and destination in the Fabric-Attached Storage settings.
2. During each SnapMirror auxiliary copy job, SnapMirror creates a “BackupVersion," which is a new Snapshot of
the entire volume that requires replication.
3. Once a new Snapshot for SnapMirror is available, the Snapshot is listed under the volume on the Primary Filer.
5. On the destination filer site, the same Snapshot appears. In addition, if there were any previous SnapMirror on-
demand jobs run, only the very last one remains on the target box.
NetApp calls this a “Swizzling Process”. That is, the primary Fabric-Attached Storage (FAS) creates a delta set
between the original snapshot used from the previous SnapMirror job and the new snapshot created for the
current SnapMirror job. Only the details of the snapshot and the deltas are sent to the destination FAS, and refer
to the previous snapshot, which was formerly the target SnapMirror session. The volume is updated to match
what is in the primary FAS. The previous snapshot is not deleted because the entire process is a background job.
2. The DataAging process does not remove this snapshot either. Only the next auxiliary copy job deletes this
snapshot. After a new job runs, AuxCopy reports that there is no new data to move.
The primary FAS shows that a new snapshot is used for SnapMirror.
Now the job has been deleted from Data Protection Suite. This won’t affect the SnapMirror relationship until the
next job runs and another auxiliary copy job runs. The latest SnapMirror snapshot that was synchronized to the
secondary FAS is responsible for deleting the snapshot on the destination FAS box.
All jobs scheduled through the array no longer run for the disassociated Storage Virtual Machine.
5. Click the General tab, and then under Credentials, click Change.
Enable the "Select vFiler" option and select the required vfiler from the dropdown list.
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Busy snapshots may cause IntelliSnap backups to go pending. If you have busy snapshots, consider the following:
z Delete the snapshots in the reverse order they were created in.
z Do not mount a volume and create another IntelliSnap backup for the volume.
The IntelliSnap backup software will detect busy snapshots and will not allow an additional snapshot to be
created until there are no busy snaps. To avoid this snapshot dependency, do not manually create a snapshot of a
volume while you have a snapshot mounted.
z If you have a situation where the busy snapshot is no longer mounted but still shows as busy, proceed to delete
all the additional snaps that were created while the busy snap was mounted. The snapshot will no longer be
busy.
To avoid the snap dependency for NetApp ONTAP version 7.3, use the snapshot_clone_dependency volume
option to enable the system to lock the backup of snapshot copies for the active LUN clone. You will be able to
delete the base Snapshot copy without having to first delete all of the more recent backing Snapshot copies.
If you are using any other applications on the LUN, review the documentation for impacts caused by using the
snapshot_clone_dependency volume option. If you delete the snapshot cloned by the LUN with the volume
option enabled, you will not be able to restore the clone from one of the later snaps. The IntelliSnap backup
will detect if the dependency option is enabled and will allow additional snapshots to be created, even if the
snapshot is mounted.
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Table of Contents
Initial IntelliSnap Setup
License Requirements
Backup Types
Platforms
License Requirements
You can choose to use one of the following licensing mechanisms:
Traditional License
Capacity License
Boot from
SAN volumes
is not
supported
No HyperV
Client
Solutions Fibre Components
Enabler 6.5.1 or Channel (SYMCLI)
CX500 / CX700 higher on Client are required
and Proxy FCoE only during
SnapView CX3-10 thru CX3- SnapView (Fibre the initial
EMC VNX / Snap 80 Snapshot/Clone Navisphere CLI Channel one-time
ISCSI
PowerPath
LUNs are not
supported.
Client
Components
Solutions (SYMCLI)
Enabler 7.2 or are required
VNX 5100, 5300,
higher on Client only during
5500, 5700, 7500
and Proxy the initial
SnapView SnapView
Fibre one-time
Snap VNX OE for Block Snapshot/Clone
Unisphere CLI Channel configuration.
EMC VNX Version 05.32 or
on Client and Base
SnapView higher is required Solutions Enabler
Proxy iSCSI Components
Clone for VNX Snapshots Licensing
(with
Unisphere Host SYMAPI) are
Agent on Client necessary and
and Proxy required for
all snap
operations.
For
configuring a
VNX array,
refer to the
step-by-step
instructions
provided for
EMC
Clariion.
Solutions
Enabler 6.5.1 or
SnapSure Snap
License higher on Client Supported on
EMC VNX / SnapSure and Proxy VMware 4.x.
Celerra Snap DART 5.5 or Newer NFS
Solutions Enabler
Navisphere CLI No HyperV
Licensing
on Client and
Proxy
SnapshotIQ License iSCSI
EMC Isilon Snapshot Support for OneFS
6.5 and OneFS 7.0
Client
Fibre Components
Channel (SYMCLI)
TimeFinder Snap,
Mirror, Clone Solutions are required
TimeFinder Licenses FCoE only during
EMC Enabler 6.4 or
Symmetrix Snap, Clone, DMX3 or Newer higher on Client (Fibre the initial
and Mirror Channel one-time
Solutions Enabler and Proxy
over configuration.
Licensing
Ethernet) Base
* Components
(with
SYMAPI) are
necessary and
required for
all snap
operations.
No HyperV
Remote
SymApi
Server is not
supported.
Fibre Client
Channel Components
TimeFinder Snap,
Mirror, Clone Solutions (SYMCLI)
TimeFinder Licenses FCoE are required
Enabler 7.2 or
EMC VMAX Snap, Mirror VMAX (Fibre only during
higher on Client
and Clone Channel the initial
Solutions Enabler and Proxy
over one-time
Licensing
Ethernet) configuration.
* Base
Components
(with
SYMAPI) are
necessary and
required for
all snap
operations.
Fujitsu ETERNUS
V10L22-1000 or
SnapOPC iSCSI
Snap higher Local Copy
Fujitsu
None
ETERNUS DX Fibre
ETERNUS DX S2 Thin Provisioning
EC Clone Channel
series - 80, 90, 410,
440, 8100, 8700
Device
Manager 7.1.1
(or higher)
Agent installed No HyperV
Device No HyperV
Manager 7.1.1
(or higher) COW support
Agent installed for USP
Copy-on-
Write Licenses for Copy- on Client and volumes.
HDS USP, USPv, on-Write (COW) Proxy Fibre
HDS USP/VSP Channel COW and SI
VSP snapshot and Shadow
Shadow Image Device support for
Image Manager Server FCoE VSP volumes.
7.1.1 (or (Fibre Dynamic
higher) installed Channel Provisioned
on any over volumes (DP-
computer Ethernet) VOL) are also
HP
StorageWorks
RAID Manager
installed on
client and proxy
computers.
The snap
recovery is
supported by
Thin Provisioning retaining the
F-Class and V-Class child snap.
(4096G) license is
Fibre
required when Thin Channel
Snapshot and CIM 3.1.2 and 3PAR SMI-S
HP 3PAR Provisioning is Also supports
Clone higher is installed on Server 2.3.1 (MU4)
enabled for Cloning
iSCSI or higher,
Virtual Copy except
3.1.1.342 ,
3.1.1 MU1 +
Patch 10,
3.1.1 (MU2),
IBM DS - 3200,
3300, 3400 - 3512,
3524, 3950, 4100,
4200, 4300, 4400,
4500 - 4700, 4800, LSI SMI-S on
5020, 5100, 5300 Fibre LSI Volume
NetApp E- Snapshot Snapshot Server and
Channel Copy is not
Series (LSI server
supported for
arrays) VolumeCopy SGI IS – 220, 350, VolumeCopy 10.10.6054 or
iSCSI Hyper-V.
400, 4xxx, 5xxx higher
SGI TP – 9300(s),
9400(s), 9500(s)
Operations
Manager,
Provisioning
Manager, and
Protection
ONTAP 7.3.5 or Manager
SnapVault -
NetApp
replication
technology used
for backup and
recovery.
Supported on
1.2.2.0-17686 x64-bit
Nimble Snapshot Included None iSCSI Windows,
1.3.0.0-22989 Vmware and
Hyper-V.
OnCommand
Unified
Manager
version 4.0.2 Supported on
(Apr 2011) or HP-UX running
OnCommand on Intel Itanium
NetApp with
SnapVault SnapVault ONTAP 7.3.5 or Unified processors using
SnapMirror higher Manager 5.0 Fiber Channel.
SnapMirror with ONTAP
ONTAP 8.0.1, 8.1.0 Fibre vFilers as a
8.0.2, 8.1.0, and SnapVault/SnapMirror Channel destination
8.2 (7-mode Primary and Provisioning supported for
supported) Secondary Manager, iSCSI Netapp 7-mode.
Protection
ONTAP 8.2 or FlexClone Manager, & NFS vFilers as
*Supported through Field Certification. Contact your Software Provider or Professional Services to see if the specific
FCoE can be supported.
Hardware
Snap Engine
or native
snap or
QSnap
license
Set the
EnableNativeSnapEngine
global parameter to 1 using the
SetKeyIntoGlobalParam
qscript.
Local native
Solaris Solaris (Global Solaris OS has ZFS snap
Oracle Solaris snapshot
ZFS zone only) capability Example:
license
qoperation execscript -sn
SetKeyIntoGlobalParamTbl.sql
-si EnableNativeSnapEngine -
si y -si 1
LUNs should be from same storage array. LUNs from different storage arrays of same model/vendor or different
models/vendors are not supported.
When performing IntelliSnap backup for a Windows MSCS Cluster, a separate proxy server (external to the cluster
nodes) must be used for mount, backup and restore operations as disk signature conflicts may occur if these
operations are performed from one of the servers in the cluster.
The use of iSCSI is not supported when performing IntelliSnap operations on computers running Solaris.
IntelliSnap backups of Raw Device Map (RDM) disks are supported for any Windows-based agents configured in a
virtual machine in physical compatibility mode, provided that
NAS attached tape libraries are not supported for IntelliSnap operations.
For information on the supported snapshot engines, see Hardware Snapshot Engine Compatibility Matrix.
Backup Types
The following table lists the Agents supporting the IntelliSnap backup and provides information about the various
options supported by each of these Agents.
Virtual Server
instances configured
with ESX server are
not supported.
Instances should be
configured using
Virtual Center.
IntelliSnap backups
are not supported on
Exchange 2007 CCR
Passive nodes.
Incremental backups
Mirrored LVM
configuration is not
supported.
On HP-UX, non-LVM
Platforms
The following table lists the platforms supported for IntelliSnap backup. The latest updates should be installed on all
the platforms.
For AIX and Solaris, IntelliSnap backups are supported for clients using the 32-bit packages of Data Protection
Suite.
Operating System Cluster Support File Systems Databases Applications
SQL version 2005 and
later
DB2 version 9 or
higher
iSCSI/FC/NFS ESX vSphere 4.x &
VMWare ESX datastores vSphere 5.0
Oracle 10g R2, Oracle
11g R1 & R2
DB2 version 9 or
HP-UX 11 v2/v3 higher SAP Brtools 7.0 & 7.1
Service Guard, Veritas
(PA-RISC and HFS, VxFS, VxCFS on Oracle 10g R2,
Cluster
Itanium) Oracle RAC version Oracle 11g R1 & R2
10g R2 or higher
DB2 version 9 or
higher SAP Brtools 7.0, 7.1 &
ext2, ext3, ext4,
Oracle Enterprise reiserfs, VxFS, 7.2 on Oracle 10g R2,
Linux 5.x and 6.x Oracle RAC version Oracle 11g R1 & R2,
VxCFS, OCFS2
10g R2 or higher Oracle 12c
*All the disks should support snap and must be available on the client where the IntelliSnap job will be initiated.
Mount, backup copy and backup operations are supported using proxy GPFS cluster only; this is due to GPFS's
limitation which doesn’t allow NSD clone mount on the same GPFS cluster.
Note that this list does not provide a comprehensive list of supported platforms for each agent. See System
Requirements for information on the platforms supported by the individual Agents.
When using the Solaris Volume Manager, ensure that a complete disk is used for a metaset. Non-metaset volumes
are not supported. Also, ensure that the metaset is owned by single host and the ownership of the metaset is attained
before performing the IntelliSnap backup operations.
Supported Configurations:
The following diagram summarizes the Volume Manager support for IntelliSnap backup.
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Usage
Prerequisites
Overview
The SnapTest tool is used to test basic snap engine operations and as a diagnostic tool to verify host and array
connections. The SnapTest tool is capable of working with multiple mount points for each operation and supports
interactive and command line modes.
Prerequisites
MediaAgent installed on the computer for SnapTest.
Usage
Use the SnapTest tool to derive the HBA/iSCSI, the vendor, product, and version details for an array. You can also use
the SnapTest tool to:
By default, when Data Protection Suite installation is decoupled, the SnapTest tool will be started in decoupled mode.
If Data Protection Suite is in normal mode, then start the SnapTest in decoupled mode. Use the command line:
SnapTest -local
When multiple instances are installed on the system, the default instance will be selected. To select a specific instance,
use the command:
The setup is mandatory in decoupled mode and you need to do it before doing any snap operation.
For example:
f:\\
The snap engine type configured for the mount or device path is displayed, press Enter to continue
The HBA/iSCSI information including the WWPN number for the fiber card is displayed.
The vendor information, source path, and the mount path details are displayed.
E:\
7. In the SnapTest Create Snap dialog box, a message will appear to indicate the creation of the snapshot, press
Enter to continue.
8. Type 0 and press Enter until you exit the tool.
9. Navigate to <installed_directory>\Base and copy the SnapTestSnapInfo.xml file to a temporary location
on the proxy computer.
10. Connect to the proxy computer and do the following:
{ Rename the current SnapTestSnapInfo file to SnapTestSnapInfo_old.
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Proxy Configuration
Security Roles
Storage Policies
Manipulating Snapshots
Appendix
The IntelliSnap technology of the Data Protection Suite software is a modernized approach for data protection,
allowing hardware storage systems snapshots to merge directly into the backup process. By automatically integrating
application intelligence with array snapshot abilities, Data Protection Suite is able to reach through the application and
When a scheduled backup job for a defined application runs, the source system quiesces the selected applications and
automatically creates a set of persistent snapshots within the production storage system. With a confirmation of the
successful snapshot creation by the host, the workload in the protection job shifts to a secondary proxy server to
offload backup operations. This shift releases the production host, which returns to full production side operations.
This allows the creation of a consistent data image in minutes with Recovery Point Objectives (RPOs) aligning with
the frequency of schedule.
The Proxy completes the second half of the protection job by reaching into the SAN, mounting the snapshot and
automatically indexing and cataloging the file-level contents of the snapshot(s). Unlike the hardware-based snapshot
approach, Data Protection Suite blends the speed and efficiency of array snapshots directly into the backup and restore
process, offering full system recovery or single file restore. Once the content-aware indexing completes, the snapshot
is retained in the array as a persistent recovery copy to provide a quick recovery option to revert or restore the data
volumes.
The Proxy serves a secondary role after the snapshot executes. The same snapshots will mount and copy the relevant
file contents from the snapshot and apply deduplication to the data during transport to the backup copy destination.
The backup copy employs a separate retention than the snapshot allowing aggressive snapshot retention to preserve
tier1 space to meet the RTO/RPO needs. As data moves into the backup copy, the original indices are preserved and
stored along with the data to ensure access from any location. Data encryption is also another critical feature to apply
to data to keep it highly secured from unwanted eyes.
IntelliSnap supports the leading SAN/NAS storage solutions from Dell, EMC, NetApp, LSI, HP, SUN, IBM and HDS.
In addition, IntelliSnap can use SnapVault and SnapMirror to perform disk to disk backups between NetApp arrays by
moving only the changed blocks from one NetApp Array to another, based on the relationships that are defined on the
storage. When Snapshots replicate from one NetApp Array to another, they maintain all capabilities for off-host proxy
backups and index all snapshot copies, etc. Therefore, you can manage large data sets with one data management
platform to do all of the following:
While very similar in function, NetApp's SnapVault and SnapMirror are two different technologies. SnapMirror
relationships exist between a source volume on a primary array and a destination volume where the copy resides on
the secondary array. SnapVault relationships exist between a source volume/qtree on a primary array and a destination
volume/qtree where the copy baseline and snapshot-vaulted versions reside on the secondary array.
In IntelliSnap all of these operations are orchestrated by a set of APIs built into DFM (Data Fabric Manager). DFM
registers each of the arrays, and creates policies and relationships that define the replication topology, schedule, and
retention. Required DFM components are:
z Operations Manager
This guide is a brief overview of NetApp FAS arrays and the necessary steps to configure Data Protection Suite with
NetApp FAS systems.
For further NetApp FAS support, documentation, and training material, visit now.netapp.com.
The Data Protection Suite software requires enabling certain array components and licenses on the NetApp storage
system to achieve a successful integration with the software. Refer to the IntelliSnap Backup - NetApp documentation
for more information.
Refer to the IntelliSnap Backup - Support document for a complete list of supported applications and platforms.
IntelliSnap solutions require the appropriate agents as defined by the customer configuration. See the following
terminology for reference in this document:
Terms Description
Production Host Server hosting the actual production LUN for snapshot or clone operations.
Server mounting the snapshot or clone for backup purposes off of the Production
Proxy Host Host.
Array Hardware Storage Array executing the snapshots.
Agent for protecting the file system of a host. It is the base requirement for most
File System iDataAgent
Application iDataAgent.
Agent for creating and managing snapshots as well as for writing data to backup
MediaAgent
targets.
Agents that provide application-aware data protection operations for applications
Application iDataAgent such as SQL, Exchange, Oracle, etc. Allows you to create application-aware
snapshots.
Agent providing protection of Virtualization Environments without installing
Virtual Server Agent (VSA) backup iDataAgents internal to the guests.
VSS Provider This software allows programmatic controls of the Windows VSS components.
NAS iDataAgent Logical agent that is linked to an NDMP host for data protection operations.
A CommServe, a necessary storage capacity, and MediaAgents must exist to enable a completely functional solution.
See the IntelliSnap Getting Started Guide for step-by-step instructions on:
On top of this basic infrastructure, you can configure the environments described below.
The IntelliSnap base configuration requires the following agents on the Production Host:
For a configuration where snapshots mount off host to a Proxy server, implement the following agents on the Proxy
server:
Refer to Getting Started - Setup Clients to select Windows/Unix iDataAgent and perform the required deployment and
configuration steps.
Application Environments
NAS Environments
VMWare Environments
To enable IntelliSnap for the VMWare install the following on the physical
server(s) or virtual hot-add guest(s):
To enable IntelliSnap for the Virtual Environment install the following on the
physical server(s) or virtual hot-add guest(s):
Refer to the IntelliSnap Configuration - NetApp documentation for array configuration steps.
To Integrate SnapVault and SnapMirror it required to install Data Fabric Manager 4.0.2 and register all pertaining
NetApp arrays with the Management Console. DFM may be installed on any Windows server in the environment and
will require licensing keys for Operations Manager, Provisioning Manager and Protection Manager. Multiple DFM
instances can be leveraged for distributed environments and redundancy control.
Refer to the IntelliSnap Configuration - NetApp SnapVault/SnapMirror documentation for array configuration steps.
1. The backup job (on-demand or scheduled) starts from the CommCell Console.
2. The file system, associated applications, or Virtual Machines properly acquiesce (VSS calls Windows or
through application interfaces such as RMAN the database goes in a Hot Backup mode). In VMware
configurations, vStorage APIs are called to create software snapshots and enable delta file creation for each of
the guests targeted as contents of the snapshot.
3. Array API is called to:
{ Verify the backup job contents (validating the underlying disk structure for file systems, databases, etc).
{ Create a snapshot or clone.
{ Mount the snapshot on the source or the selected proxy computer for post-snapshot operations (e.g., Scan
and Catalog for File System). For VMware and RMAN proxy configurations, the Virtual Machines and
database files are registered by the proxy application software.
4. Unmount the snapshot and retain based on retention rules.
This snapshot now provides availability for backup copy operations and high speed restore, mount, and revert
operations.
A backup copy operation provides the capability to copy the snapshots to media and can be useful for creating
additional standby copies of data. When you enable backup copy, the snapshots are copied to media (based on the
rules specified for the snapshot copy) during the IntelliSnap backup or at a later time.
With SnapVault and SnapMirror operations, you can perform backup operations with the SnapVault or SnapMirror
copy. To do so, you must define the SnapCopy for Backup Copy operation in the Storage Policy properties. You can
set the Subclient Option, Separate Proxy for Snap to Tape to activate servers that are local to the secondary and
tertiary copies to mount snapshots and drive the data protection operations to disk or tape.
Proxy Configuration
IntelliSnap provides a modernized architecture for handling backup operations within the datacenter. Proxy
capabilities enable an array-based snapshot to mount off the host eliminating backup processes on the production
For a configuration where snapshots mount off the host to a proxy server, deploy the following agents on the proxy
server:
You can validate the IntelliSnap configuration prior to running production jobs using the SnapTest utility. Refer to the
IntelliSnap Backup - SnapTest Tool documentation for usage information.
The Storage Array technology can be potentially dangerous without proper controls. Typical script based tools lack
these controls and expose environments to high risk side effects with very little oversight or reporting. A single miss-
aligned scripted argument could cause massive data loss.
Rather than risking the business with scripts or standalone tool sets, the embedded role based security system that Data
Protection Suite provides allows you to entrust critical actions to the right users at the right time. In most medium to
large environments, application, backup, and audit responsibilities may be distributed functions that need to be
coordinated into a single policy.
For Example, a customer may have three specific roles within an operations environment:
z Backup Administrators. They are the day to day operators with access to perform standard backup and
recoveries, manage media, issue reports, etc.
z Application owners (or Database Administrators). They manage the applications running the business such as
application level recoveries and array-based operations.
z Audit & Business Compliance leads. They provide security and process proof of who can perform what and
how.
Specific roles should be defined for the IntelliSnap and Application iDataAgents within the CommCell. The following
table is an example of the Data Protection Suite Security Roles basic structure:
Security Roles (for application Clients or Groups) Backup Application Audit Team
Administrative Management
Agent Management
Agent Scheduling
Alert Management
Browse
Data Protection
Job Management
Library Management
Library Administration
License Management
MediaAgent Management
Report Management
Storage Policies
Managing proper retention on snapshot copies becomes another critical requirement. Improper retention may cause the
following:
Data Protection Suite storage policies are broken down into copies for managing retention on the proper tier of
storage. In a typical storage policy for IntelliSnap, three copies will be available:
Storage policy configuration varies from environment to environment. For example, SLAs for Sub 24 hours RPO/RTO
drastically lower the returns on leveraging snapshot technology on copies beyond 48 hours. Based on this example,
you may set the retention in the following way:
This configuration allows snapshot retention on a 48 hour rotation providing multiple high-speed recovery points
available on the array to meet the SLA requirement. It also requires storage space allocation to maintain two persistent
days of change for the associated clients. By setting “cycles” to 0, the removal of old snapshots occurs regardless of
success, so proper alerting and monitoring is required. Improperly setting retention and effects of days and cycles can
adversely affect the available recovery scenarios for the business applications.
Appendix
VADP-SPE User Permissions
A dedicated account can be used for performing VSA with IntelliSnap. This account requires additional permissions
for the VADP User role. This account is only required in the event that you want to create a restricted account.
Backup Permissions
z Allocate Space
z Browse a Datastore
Datastore
z Configure Datastore
z Remove Datastore
z Create snapshot
Virtual Machine - State
z Remove snapshot
restore Permissions
Datastore Allocate Space
Host - Configuration Storage partition configuration
Network Assign network
z Assign virtual machine to resource pool
Resource
z Assign vApp to resource pool
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