Roadmap of Backup Configuration Tasks

This section provides a suggested roadmap for you to follow to set up and configure Backup for your environment. Cross-references to instructions found elsewhere in this Administrator's Guide are included.

1. Install and enable Backup according to the instructions in the Solstice Backup Installation and Release Notes.

2. Configure the Backup server.

   See "Basic Configuration for the Backup Server " for more information.

3. Configure one or more devices:

   • For standalone devices, see "Device Configuration ".

   • For devices in an autochanger, see "Autochanger Device Configuration ". See Chapter 7, Autochanger Module for a complete discussion about how to manage an autochanger for use with Backup.

   • For devices in a silo, see "Silo Installation and Configuration".

   • For file devices, see "Device Configuration " and "Save Set Staging ".

4. Configure the client resource for the server and any additional clients that connect to the server.

   See "Clients Resource ".

5. Register your Backup software and enter the authorization code returned to you within 45 days of enabling.

   See "How to Register and Authorize Your Software " for more information.

6. The Backup software includes default configurations that allow you to back up data without further configuration.

   Chapter 2, Getting Started provides the basic information you need to configure and use your Backup software, including default configuration values.

   After you become familiar with Backup and your storage management needs expand beyond the coverage of the default configurations, you can customize the following components:

   • Backup groups

     To spread the backup task load on your server, you create a scheduled backup group and assign the appropriate clients to the group. See "Backup Group Configuration " for instructions about configuring a group and "How to Create a New Client" for client configuration.

   • Pools and label templates

     To segregate backed-up data according to its characteristics, such as which client it comes from or what level of backup it is from, you configure a Backup pool for a backup group to associate with. See "Pools " for information about how to create custom pools to hold the segregated data and "How to Customize Label Templates " to configure the internal labels that are placed on the volumes.

   • Backup schedules and policies

     To customize a backup cycle with defined backup levels, see d for a discussion about how backup levels help manage the number of volumes required for backups and recoveries. See "How to Customize Policies " for instructions on how to define customized policies for save set browsing and retention in order to help manage the data life cycle.

   • Customized directives

     To apply a specific set of instructions to a client's save sets, see "Creating Customized Directives " for information about how to define a customized directive to apply to the appropriate client resource.

   • Notifications

     To receive information about Backup activities, such as, registration, index size, tape mount, and completion of scheduled backups, see "Event Notification".