FDR/Upstream Installation and Setup

Windows Server Install

Before you can install the Upstream Reservoir, you must install the Upstream client at version 3.8 or higher and configure it to use the IP address of 127.0.0.1 and the port number that the Resevoir server will use. Client installation is described below.
Once you have the client installed, run the supplied Resevoir program, which will be called something like Reservoir-v.v.vv.bnnn-windows-installer.exe, click next to get past the welcome screen, then accept the licence on the next page. Now you will get the warning shown on the screen below, that all Upstream Services and Tasks must be stopped before continuing. This is appropriate if this is an upgrade, but of course if this is a new install then no Upstream tasks will be running.

FDR/Upstream - Stop active tasks

If this is an initial installation, it will copy the files and you will see the notice below. Press 'OK' to continue

FDR/Upstream Server Configuration screen

Now the FDR/UPSTREAM Server Configuration screen will appear. This allows you to set parameters for TCP/IP default ports and buffers, Scheduled Maintenance tasks, Tapes, Logging defaults, and miscellaneous security and disk management options. At this stage you can take all of the defaults, and maybe go back to this screen later to tweak the parms one the product has settled in. However one parameter you do need to configure is Tape drives, so select the 'Tapes' tab. Exactly which options you pick on this screen will depend on what types of tapes you have, so check the manual out to see what is appropriate. If you are just going to backup to disk, there is a 'No Tape Library' option to cater for this.

FDR/Upstream Server Configuration screen

You should leave the 'Direct SCSI tape access' and 'Use SCSI Locate' boxes checked as per the default. When these are checked, then any tape driver should work, but it is still best to use the one recommended by the tape vendor. The SCSI Locate option is much faster than the method available through the Windows API so this is defiitely recommended.

This screen is used to modify the server configuration file usserver.cfg, so you need to press the 'Save' button to save your changes, then press the 'Exit' button to continue the installation and configuration.

If this is a new install, you will be prompted to install the license file in the Reservoir directory:

The Reservoir Windows server runs as the Windows service and can be started and stopped using the Windows system service facilities.
By default, Reservoir runs under the Local System account, which allows full administrative authority to the local machine, but allows no LAN access. If you wish to use Microsoft Networking for storage of your backups (use of a Data Domain server requires this for example), you need to define a user which has access to the system you wish to write your data to and configure Reservoir to run as this user. You do this in the Services or Server Manager applet in Administrative Tools in the Log On tab. Windows provides help in setting this up (for the user you typically specify domain\user). Note that you should use UNC names in defining your storage paths rather than drive letters for portability.

Preparing the backup storage

Before you can run backups you need somewhere to store the data. Exactly how you do this will depend on what storage you are using, but if you are using tapes, the basic process goes like this.

Creating a Backup Profile

You run Upstream processes and modify Upstream parameters from the UPSTREAM Director. To start the Directory from a Windows machine, select the UPSTREAM Director from the Windows Start menu, then the FDR-UPSTREAM Director program group and the UPSTREAM Director item.

One thing you do with the Director is to define backup profiles. Backup profiles describe where backup files are created, how long they are kept for, when new tapes will be used and many other parameters. Every entity that you backup, servers, databases etc. will need its own backup profile but if you just want something to test a new install, then you can use all the defaults. The Backup page describes how to set up specific profiles.

Installing a Windows client

Run the Winndows Client installer.exe file to start the installation GUI. Click 'Next' to get past the Welcome panel, then read and accept the license agreement on the next screen. This leads to a 'Select Components' panel, where you select 'UPSTREAM Client' and then click 'Next' again.
Now you need to fill in some configuration options, but the good news is that you can take the defaults for most of them. The first configuration screen relates to the installation path and the user service. By default Upstream will run under the LocalSystem account, which will usually be appropriate.

FDR/Upstream Client Configuration screen

The two parameters you do need to enter, are the Upstream Storage Server IP Host Name or IP Address and the 'listening' port number. This defaults to 1972. Upstream also uses pairs of status ports to communicate with other Upstream components. Those ports start listening at port 2033 and as Upstream starts new client child processes, it uses a new port pair. These port pairs must be opened through the firewall to allow communication with the UPSTREAM Director and also the UPSTREAM Web Portal if you use it.

FDR/Upstream Client Configuration screen

Once you enter these you click next to complete the installation.
This installation can be run from the Windows command line, and so be automated.

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