Essentials of Backup/Recovery for Disaster Recovery

Debbie Saugen dsaugen@us.ibm.com

Copyright IBM Corporation, 2004. All Rights Reserved. This publication may refer to products that are not currently available in your country. IBM makes no commitment to make available any products referred to herein.

Agenda
Backup Basics Backing Up the Entire System Backing Up System Data Backing Up User Data Unattended Operations With Save Menu Options Backup Recovery and Media Services Disaster Recovery Tips Rapid Recovery

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Golden Rules for Backup/Recovery

That Which Has Not Been Backed up Cannot be Recovered

That Which Has Not Been Backed up Offsite Will Not Survive a Disaster
Any Backup That Has Not Been Tested With a Recovery is Not a Backup

Back It Up or Give It Up

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Save Commands and Menu Options

Options from Save menu Licensed Internal Code OS/400 Objects in QSYS 22 User Profiles Private Authorities 23 SAVSYS
SAVSECDTA

Commands

Configuration Objects

SAVCFG

21

IBM-supplied Directories

SAV

OS/400 Optional Libraries QHLPSYS QUSRTOOL Licensed Program Libraries QRPG QCBL Qxxxxx

SAVLIB *IBM

SAVLIB *NONSYS

IBM Libraries with User Data

QGPL QUSRSYS QS36F #LIBRARY

User Libraries
LIBA LIBB LIBC LIBxxx

SAVLIB *ALLUSR

23 Documents and Folders Distribution Objects User Objects in Directories

SAVDLO

SAV

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Save Menu Options 21, 22, 23

Save

Select one of the following:

Save system and user data Option 20. Define save system and user data defaults Option 21. Entire system Option 22. System data only Option 23. All user data

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Save Menu Option 21

Entire System - Runs Commands: ENDSBS SBS(*ALL) OPTION(*IMMED) CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY) SAVSYS SAVLIB LIB(*NONSYS) ACCPTH(*YES) SAVDLO DLO(*ALL) SAVFLR(*ANY) SAV DEV('/QSYS.LIB/tape-device-name.DEVD') OBJ(('/*') ('/QSYS.LIB' *OMIT) ('/QDLS' *OMIT)) UPDHST(*YES) STRSBS SBSD (controlling-subsystem)

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Save Menu Option 22

System Data Only - Runs Commands: ENDSBS SBS(*ALL) OPTION(*IMMED) CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY) SAVSYS SAVLIB LIB(*IBM) ACCPTH(*YES) SAV DEV('/QSYS.LIB/tape-device-name.DEVD') OBJ(('/QIBM/ProdData') ('/QOpenSys/QIBM/ProdData')) UPDHST(*YES) STRSBS SBSD (controlling-subsystem)

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Save Menu Option 23

All User Data - Runs Commands: ENDSBS SBS(*ALL) OPTION(*IMMED) CHGMSGQ QSYSOPR DLVRY(*BREAK or *NOTIFY) SAVSECDTA SAVCFG SAVLIB LIB(*ALLUSR) ACCPTH(*YES) SAVDLO DLO(*ALL) FLR(*ANY) SAV DEV('/QSYS.LIB/tape-device-name.DEVD') OBJ(('/*) ('/QSYS.LIB *OMIT) ('/QDLS *OMIT) ('/QIBM/ProdData' *OMIT) ('/QOpenSys/QIBM/ProdData' *OMIT)) UPDHST(*YES) STRSBS SBSD (controlling-subsystem)

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Simple Backup Strategy

Simple Backup Strategy Perform Entire System Saves Using Menu Option 21
Daily for Simple Backup Strategy Simplifies System Recoveries

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Medium Backup Strategy

Medium Backup Strategy Perform Saves of System Data Only Using Menu Option 22 After Installing:
New Release PTFs Licensed Program Products

Perform Saves of All User Data

Daily for Medium Backup Strategy

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Complex Backup Strategy

Complex Backup Strategy Customized CL Programs or BRMS Saving Changed Objects Saving Journals & Receivers Save-while-active Function Replicated Systems for 24X7 Strategy

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Hardware Managment Console (HMC)

Required on i5 Hardware for partitioned or Capacity on Demand systems Backed up separately outside Save Option 21 for Recovery Backup performed on HMC Console to DVD/RAM

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Unattended Operations With Save Menu Options

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Unattended Saves Using Save Menu Options

Unattended Save Using Start Time Parameter Option 21 - Save Entire System Option 22 - Save System Data Option 23 - Save User Data
Specify Command Defaults
Type choices, press Enter. Tape devices . . . . . . . . . . . TAP01___ ________ ________ ________ N N *NOTIFY 22:00:00 *ALL ________ Y Names

Prompt for commands . . . . . . . Check for active files . . . . . . Message queue delivery . . . . . . Start time . . . . . . . . . . . . Vary off network servers . . . . .

Y=Yes, N=No Y=Yes, N=No *BREAK, *NOTIFY *CURRENT, time *ALL, *NONE, *WINDOWSNT, *GUEST (V5R3) Y=Yes, N=No (V5R3)

Type choices, press Enter. Unmount file systems . . . . .

Print system information . . .

F3=Exit F12=Cancel

Y=Yes, N=No (V4R2)

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Unattended Save
Requires Dedicated Workstation (Console) Potential Security Exposure
SysReq 2 (Endjob) While Waiting User Profile usually has higher security class

V4R2 and Higher:

Option to vary off network servers before saving Option to unmount user-defined file systems before saving Option to print system information

V5R3 Enhancements
Vary off network servers default of *ALL Unmount user-defined file systems default of Yes

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Save Menu Options Defaults

Save Menu Options Defaults Save Menu Option 20
Define Save System and User Data Defaults

Simplifies Unattended Saves Define Defaults For:

Save Option 21 - Entire system Save Option 22 - System data only Save Option 23 - All user data

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Save Menu Options Defaults

Define Save System and User Data Defaults

Save Select one of the following: Save system and user data Option 20.Define Save system and user data defaults Option 21.Save entire system Option 22.System data only Option 23.All user data

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Save Menu Options Defaults

Define Save System and User Data Defaults

Type choices, press Enter.

Tape devices . . . . . . . . . . .

Prompt for commands . . . . . . . Check for active files . . . . . . Message queue delivery . . . . . . Start time . . . . . . . . . . . . Vary off network servers . . . . . Type choices, press Enter.Y Unmount file systems . . . . . Print system information . . . Use system reply list. . . . . F3=Exit F12=Cancel

TAP01___ ________ ________ ________ N N *NOTIFY 22:00:00 *ALL

Names

Y=Yes, N=No Y=Yes, N=No *BREAK, *NOTIFY *CURRENT, time *ALL,*NONE,*WINDOWSNT, *GUEST (V5R3) Y=Yes, N=No (V5R3) Y=Yes, N=No (V4R2) Y=Yes, N-No (V4R3)

Y N N

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Backup Recovery and Media Services

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Product Characteristics
Key Features Controls Backup
Enabler for backup strategies

Guides Recovery al All Levels Archives Data from DASD to Tape

Dynamic retrieval for archived files

Classifies, Tracks, and Protects Tape Media Single-system or Multi-system Environment Licensed Program product 5716BR1, 5763BR1, 5769BR1 and 5722BR1 Runs on all i5, iSeries and AS/400 models Supports all i5, iSeries and AS/400 tape devices and tape media Significant step beyond operational assistant backup

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Backup and Recovery Information

2004 IBM Corporation

Backup and Recovery Information

Read the book EVERY time a new release comes out? You MUST use the correct version of the book with each new release! ARE YOU SAVING THE RIGHT STUFF poster New UPDATED Poster for V5R2 (Includes BRMS - G325-6328-03) iSeries Backup and Recover Learning Guide (Search400.com)
-- http://search400.techtarget.com/originalContent/0,289142,sid3_gci951628,00.html

Starter Kit for IBM iSeries and AS/400 (www.iseriesnetwork.com) iSeries Backup Basics & BRMS Chapters New Updated Edition iSeries NEWS Magazine Backup/Recovery FAQS Commonly asked Backup/Recovery Questions and Answers www.iseriesnetwork.com

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Backup and Recovery Book

Hardcopy No Longer Shipped Free Fee Charge for Book Hardcopy Critical for DASD Configuration and Recoveries Ensure YES on Configurator for Hardcopy

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New Backup and Recovery Information

Comprehensive Backup Information Moved to Information Center http://www.iseries.ibm.com/infocenter (V5R1 and Higher) Planning a backup and recovery strategy Getting your media ready to save your system Before you save anything Saving your system with the GO SAVE command Manually saving parts of your system Saving your system under time limitations Setting up disk protection for your data Controlling system shutdown using a power-handling program

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New Backup and Recovery Information

Backup and Recovery Book - Starting with V4R5 New Step by Step Restore Instructions when Recovering Your Server to the Same Server - See Appendix G (V4R5/V5R1) Appendix D (V5R2) Appendix C (V5R3) New Steps for Moving Previous Release User Data to a System at a Higher Release in Chapter 15, " Release to Release Support" Backup and Recovery Book - Starting with V5R2 New Step by Step Restore Instructions when Recovering Your Server to a Different Server - See Appendix E (V5R2) Appendix D (V5R3)

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Testing, Testing and More Testing!!

Testing Your Recovery Strategy Ensures You Have a Good Backup Strategy!!

Your Backups are only as Good as Your Recovery

Only True Backup Verification is Done by Testing Your Recovery Recovery Strategy only as Good as Backup Strategy Design Recovery Strategy Before Backup Strategy

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Prevent Disasters Before Test!

Don't forget keys to vital records boxes

Know your password Keep passwords current

Arrange for serial number dependent software Use PRTSYSINF Command or option on Save Menus 21, 22 and 23 (V4R2 or later) to print important system information Ensure RSTLIB and CHGPWD commands NOT changed to use different programs

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Prevent Disasters Before Test!

Tape Management

Ensure tapes are labeled or cataloged with unique volume IDs (Tape Management Product such as BRMS)
Prevent overwriting tapes with active data (tape management product such as BRMS) Have at least two sets Use error reports to remove bad tapes from inventory Audit tapes for data integrity

Do NOT IGNORE tape drive problems!

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Prevent Disasters Before Test!

Ensure Critical Data is Completely Backed Up!! Completely back up Library QUSRSYS #1 recovery problem today!! Objects starting with Q in QUSRSYS contain critical recovery data

To Save Everything in QUSRSYS: End all subsystems (with ENDSBS SBS(*ALL)) Ensure subsystems QSNADS, QSYSWRK, QSERVER ended & ENDTCPSVR *MGTC Use Save menu option 21 or 23 Use the save-while-active feature

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Prevent Disasters Before Test!

ALWAYS Save Access Paths! Default on Save Menu Options (21, 22, 23) is YES to Save Access Paths Default on BRMS is YES to Save Access Paths

BEWARE!! Prior to V5R3 Default for Saving Access Paths on Save Commands is NO

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Saving Access Paths - New Default for V5R3

New Save Access Paths Default for Save Commands *SYSVAL New System Value QSAVACCPTH
'1' Save Access Paths (Default) '2' Do Not Save Access Paths

Supported on SAVLIB, SAVOBJ, SAVCHGOBJ, SAVRSTLIB, SAVRSTOBJ, SAVRSTCHG *YES or *NO Still Valid Options

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Prevent Disasters Before Test!

Install Latest Backup/Recovery Group PTF V4R1M0 - SF99073 V4R2M0 - SF99074 V4R3M0 - SF99075 V4R4M0 - SF99076 V4R5M0 - SF99077 V5R1M0 - SF99078 V5R2M0 - SF99085 V5R3M0 - SF00185

DSPDTAARA SFxxxxx for Date of Group PTF (V5R1 or Prior) WRKPTFGRP SFxxxxx for Date of Group PTF (V5R2 or Higher)
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Recovering with Alternate Installation Device

Allows Setup of Alternate Installation Device for Alternate IPL REQUIRED for FIBRE CHANNEL TAPE DEVICES! Define Via Dedicated Service Tools (DST) NOTE: Alternate Installation Device REQUIRES PID Install CD for Installs and System Recoveries from Tape Media

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Prevent Disasters During Test!

During Install/Restore On RISC, Install Licensed Internal Code using option 2 - Install Licensed Internal Code and Initialize system (unless system pre-configured and instructed to select option 3 to Recover Configuration) Enter the Correct Date Enter Correct System Time Zone (New for V5R3)

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Prevent Disasters During Test!

System Values Settings Required Recovery System value QALWOBJRST must be *ALL System value QJOBMSGQFL must be *PRTWRAP System value QVFYOBJRST must be 1 (V5R1 and higher) Security Sensitive System Value Changes Not Allowed DST Option in V5R2 Default is to Allow Changes If Disallowed, Must Update in DST to Allow Changes During Recovery

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Prevent Disasters During Test!

Recovering to a Different System (Different Serial Number)

Must specify ALWOBJDIF(*ALL) on all RSTxxx Commands - MBROPT(*ALL) on RSTLIB Command

Note: ALWOBJDIF(*ALL) during System Recovery to a Different System Links Authorization Lists to the Objects Must specify SRM(*NONE) on RSTCFG command

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Prevent Disasters During Test!

Security Issues During Recovery After Restore, Unsure of QSECOFR Password? Not sure if password has Expired?
Change Password (CHGUSRPRF command) before signing off

Know Other User IDs needed for Test

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Prevent Disasters During Test!

Security Issues During Recovery Authorization lists securing objects in QSYS: Association between object and authorization list lost during restore because QSYS restored prior to user profiles Need program to produce a file of these objects and include file in the save (See An Implementation Guide for AS/400 Security and Auditing, for sample programs (ALLAUTL and FIXAUTL))

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Prevent Disasters During Test!

Need only Critical Application Data restored?

You MUST restore libraries QSYS2, QGPL and QUSRSYS

NOTE: Starting with V5R2 QSYS2 is part of *ALLUSR Saved with *IBM Save Previously SAVLIB/RSTLIB of *NONSYS or *ALLUSR in V5R3 Saves and Restores QSYS2, QGPL and QUSRSYS First

If you use journaling, the libraries containing the journals must be restored before restoring the journaled files

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Prevent Disasters During Test!

If you have logical files whose based-on files are in a different library, you must restore all based-on files before you can restore the logical file Message CPF3204 "Cannot find object needed for file xxxx in xxx" During Recovery If RSTLIB(*NONSYS) Performed, Run the Following Command to Restore Logical Files RSTLIB SAVLIB(*NONSYS) DEV(media-device-name) OPTION(*NEW) MBROPT(*ALL) ALWOBJDIF(*ALL)

Otherwise, Run the Following Command for each Logical File that Needs to be Restored
RSTOBJ OBJ(logical-file-name) SAVLIB(library-name) DEV(media-devicename) OBJTYPE(*FILE) MBROPT(*ALL) ALWOBJDIF (*ALL)

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How do I Get Started on a Disaster Recovery Plan?

Appendix B - Backup and Recovery Book

Example Disaster Recovery Plan

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Rapid Recovery for iSeries and AS/400 Replication

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iSeries and AS/400 Replication

. . .a Rapid Recovery feature that enables you to replicate your applications and data.

Can achieve recovery time objectives of minutes Protects data to last replicated transaction

IBM Site Hotsite

Customer Customer

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iSeries and AS/400 Replication Options

You can replicate all or part of your system to a target system at either hotsite or one of your sites.
Customer Site Customer Site Hotsite or Customer Site

Customer Site(s) Customer(s)

Hotsite

Partitioning

Or you can replicate all or part of your system to a partition on a target system at a hotsite. This solution enables sharing of resources and achieves a new price point for replication.

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Remember.....Test Your Recovery!!!

The Only Way to Ensure you have a Good Backup Strategy is to Test your Recovery!!!!

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OS/400

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