FDR/Upstream Backups and Restores

Creating a Backup Profile

The easiest way to manage FDR/Upstream is to use the Director. This is a JAVA Application that can be run from a workstation or a web browser anywhere in your network. You can use the Director to run run tasks like backups and restores, check the status of running operations, check out log files and change profile configurations.
Backup profiles are an essential part of Upstream. A backup profile defines where backup files and tapes are created, and how they are maintained. As mentioned above, you use the Director to add new profiles or edit existing ones. Once you install Upstream on you device, you will find the Director by clicking on the bottom left 'Windows' button, then selecting the FDR-Upstream Director program group and then the Upstream Director. The tab to add a new backup profile looks like this:



FDR/Upstream Add new backup profile

Now you need to decide, for each server you are going to backup, exactly which disks, directories and files you want to backup, what types of backups you want, full or incremental, where you are going to store the backups, how long you are going to keep them for, and how you are going to stack them on tapes. This means that every server, database or other entity that you are backing up will need its own backup profile, which sounds like a considerable overhead if you have hundreds of servers. However the good news is that you can group profiles together into Profile Sets, so you just configure all those parameters into one Profile Set, then add backup profiles into it as needed. All the backups defined to one Profile Set will be consolidated onto a single tape or set of tapes.

If you click on the 'Profiles' tab, you will see a list of all the exisiting profiles on the left side of the screen, and if you click on one of these profiles, you can drill down to see the detail, as illustrated below.

FDR/Upstream Backup profiles

If you are adding a new profile, then arguably the most important part is to decide how long to keep the backup for. You use the 'Backup Retention' tab to do this and you have a number of ways to control retention. Some of them are:

Loads of other backup parameters exist, but two you may want to consider are
'Delete Incrementals After Specified Number of Fulls'. For example, keep 5 full backups, but only keep incrementals for the 2 most recent.
'Block Size'. The default is 262144 which optimised to work with most drives but just provides adequate performance. To improve performance, find out what the best blocksize is for the drives that you are using and specify that instead.

FDR/Upstream Backup retention policies

Manual backups

You will want to test your configuration by running a manual backup before scheduling. Manual backups are also often requested by project people before they make changes to systems.
In the Director, click on the 'Profiles' tab, then select the profile you want from the drop down list in the top left. Now use the fields on the rest of the screen to select what you want to backup, the whole server, a few directories, or maybe a single file. Then use the 'Perform Backup' button at the bottom of the screen to run the backup.

FDR/Upstream Director Backups

Scheduled Backups

Once you are happy that all your clients are connecting OK and test manual backups are working, you will want to define automatic schedules. Automatic schedules are run by the Dispatcher, and it runs on the Client. However, you set the schedule up from the Director, by selecting the 'Dispatcher' tab. This will display the Dispatcher Wizard, and on this screen, press the 'DispatcherStatus' button. This will list out the number of Schedule Sets found, verified, and loaded. You group the items that you want backed up in the same way, servers or databases for instance, and want them to run at the same times. You group these backup into 'Schedule Sets'. In other words, you don't have one schedule for every item or target.

To create a new Schedule Set, press the New button on the Dispatcher Wizard screen. You will be asked to enter a name for your Schedule Set, and then Target Servers and Profiles. You can add several servers to each schedule set, you simply select the server, then the profile, then click 'Add' to add them to the list as shown below. Once you have finished building the list, click on 'Next' to continue.

FDR/Upstream Backup Dispatcher

Now select the 'Add Job / Run-Time / Action Steps' window. You use this to define one or more jobs that will run the backup. You can select what type of action will happen, and what time it happens. Press the 'Add New Job With First Action and Run-Time' button to add the job. These jobs can run different functions, like Backup, Migration, Report, Run Job, or Vault/Migrate/Copy. Each function opens a different window to select the different options for that function, and a start time. No days or dates at this stage. You might typically add two jobs for a standard backup, one for the full and one for the incremental.

FDR/Upstream Backup Dispatcher

The next step is 'Set / Edit Action Parameters' and here you pick out the actions for each scheduled job. The image below shows 2 jobs, one for full backup and one for incremental. You hilight those jobs then click the 'Go Edit' button to edit the parameters. These jobs only have one step, but you can create jobs with several steps.
When you click 'Go Edit' another window opens where you can select type of backup, and select which disks should be backed up. A File Spec of \\. means backup all local drives on the system for Windows, Novell, and UNIX systems.

FDR/Upstream Set Action Parameters

Now select 'Set/Edit Schedule Dates' to pick out which days you want to run the schedule on. You can specify a start date, or 'Blackout' start and end days when the schedule will not run.

FDR/Upstream Set Dates

Restores

To run a restore, open the restore tab in the Director. This will present Administrators and Restore Users with a list of the Backup Clients to which they have been granted access.If you then select one of the clients, the Web Portal will scan the Upstream storage servers for all available backups for that client, and then present you with a restore list. If several backup versions of a file exist, then you will see a pull down menu from which you can select which backup you require, depending on the date and time it was backed up. Once you select the backup, click on the 'Start Restore' at the bottom of the tab and the restore will run.
If you want to restore files to an alternate location, double click in the 'Restore To' section and specify a new destination.

FDR/Upstream Director Restores

Reporting

The UPSTREAM Director has a Host Reports tab which lets you run a number of host reports. As you would expect, you can report on Backups with a large number of filters, including date and time, success or failure and filter by profile. There is also a History report that lists of all functions performed on the Reservoir system. This reads a file called USHistory.xml which you can import into your own database for analysis.
The Repository Log report saves the UPSTREAM Reservoir log to a file, with various filter options. InnovationDP tech support might ask for a version of this report if you report an issue.
Other reports include the information needed for tape movement, and also listing of backups held on a tape. The Tape History report will list of tape sets and their backups and deletions. If you delete a backup by accident, it may be possible to recover the data anyway, if it still exists on a tape in deleted status. This report will help to see if this is possible.
The screenshot below shows a report being generated to search for backups on disk for a profile called 'ALEX3'

FDR/Upstream Reporting

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