====== ISP Client Installation Windows ====== UPDATE February 22nd, 2017: started to update and finish this guide This Installation Guide is a „pictured“ quick guide leading through all steps of the installation and configuration of the ISP Client software for Windows. We choose //Windows 10 Enterprise 64Bit Edition// as it is now the newest Windows available and most of our customers are allowed to obtain it (it is officially supported with the new TSM/ISP clients in version 7.1.3.2 and newer). Nearly all steps are the same for the “pro” or “home” version and for older Windows versions. Perhaps some dialogs (e.g. pop-up windows) may differ. For this guide the ISP Client software in version 8.1.2.0 was used, other versions may differ in detail, but are similar in general. ISP 8.1 only supports windows in 64bit flavor, for 32bit windows choose ISP 7.1.7! The following chapters guide through the steps of the installation, each illustrated with a screen shot. Please click on the pictures to enlarge. ===== Summary on set up ===== For this guide a virtual machine was set up, it runs a bare Windows 10 Enterprise x86-64 (build 1607), fully patched and without any additonal software besides //notepad++ (7.3.2)//. The ISP client is actually the newest version (8.1.2.0), the server runs TSM 7.1.3-100. TSM / ISP supports a difference of "1" in the major version of client and server, so this server supports as well TSM 6.3.X as ISP 8.1.X clients. Parameters for the ISP configuration (notation according to the original IBM notation with mixed low- and upcase letters): * ''SErvername SM131'' : Server //SM131// as used for nearly all University Göttingen Users * ''NODEName wxtest'' : just a name for testing * ''TCPPort 2131'' : Port at which the ISP server listens to incomming ISP connections * ''TCPServeraddress tsm131.tsm.gwdg.de'' : FQDN of the ISP server * ''PASSWORDAccess GENERATE'' : store the password encrypted and do not ask for it everytime * ''LANGuage AMENG'' : switch language of //C//ommand//L//ine//I//nterface (CLI) or //G//raphical//U//ser//I//nterface (GUI) to //A//merican//Eng//lish ===== Obtaining the ISP Client software ===== The ISP Client software is available from a variety of ftp servers. The GWGD runs an own ftp mirror at http://ftp5.gwdg.de/tivoli/tivoli-storage-management/maintenance/client/ {{ :en:services:storage_services:backup:tsm:anleitungen:100-wx64-tsm.png?direct&500 |}} We suggest to take always the newest client version. ===== Installation of the TSM client software ===== * Start the installation by clicking on the downloaded file “7.1.4.0-TIV-TSMBAC-WindowsX64.exe” {{ :en:services:storage_services:backup:tsm:anleitungen:101-wx64-tsm.png?direct&500 |}} * or chose “Run” in your browser: {{ :en:services:storage_services:backup:tsm:anleitungen:102-wx64-tsm.png?direct&500 |}} * ISP first extracts the files from the binary {{ :en:services:storage_services:backup:tsm:anleitungen:103-wx64-tsm.png?direct&500 |}} * **Remember to delete these files after installation!** * Then you must start the //File Explorer// (right click onto the windows icon) and ... {{ :en:services:storage_services:backup:tsm:anleitungen:104-wx64-tsm.png?direct&500 |}} * ... get to the "Downloads" folder with the extracted files in it {{ :en:services:storage_services:backup:tsm:anleitungen:105-wx64-tsm.png?direct&500 |}} * Double click on the //ispinstall// to start the installation {{ :en:services:storage_services:backup:tsm:anleitungen:106-wx64-tsm.png?direct&500 |}} * Ordinarily the UAC asks for confirmation, you have to admit to install the ISP client -- no choice ... {{ :en:services:storage_services:backup:tsm:anleitungen:107-wx64-tsm.png?direct&500 |}} * Chose the installation language (do not ask why the language of the window is german, it’s an English windows 10 running :-| ). \\ Please DO chose “Englisch” because it’s the common ISP language and especially the translation of the error messages are mostly silly and not clear. {{ :en:services:storage_services:backup:tsm:anleitungen:108-wx64-tsm.png?direct&500 |}} * In many cases, some runtime libraries need to be installed. You have to accept //Install// otherwise ISP will not run. {{ :en:services:storage_services:backup:tsm:anleitungen:109-wx64-tsm.png?direct&500 |}} * After installing the runtime packages the TSM installation starts ... {{ :en:services:storage_services:backup:tsm:anleitungen:110-wx64-tsm.png?direct&500 |}} * ... with some configuration issues: When asked for the installation directory, you may accept the default {{ :en:services:storage_services:backup:tsm:anleitungen:111-wx64-tsm.png?direct&500 |}} * In most cases, the setup type //Typical// will be the best choice … {{ :en:services:storage_services:backup:tsm:anleitungen:112-wx64-tsm.png?direct&500 |}} * … as //custom// give the possibility to add features that won’t be need (in most cases). \\ The normal (user) CLI is always included, while the admin CLI ist not necessary. {{ :en:services:storage_services:backup:tsm:anleitungen:113-wx64-tsm.png?direct&500 |}} * Next the installation is ready to go {{ :en:services:storage_services:backup:tsm:anleitungen:114-wx64-tsm.png?direct&500 |}} * Keep waiting ... {{ :en:services:storage_services:backup:tsm:anleitungen:115-wx64-tsm.png?direct&500 |}} * ... until finished {{ :en:services:storage_services:backup:tsm:anleitungen:116-wx64-tsm.png?direct&500 |}} ===== excurse: where to find ISP in the windows menue ===== * right after installation, you will find ISP within //Recently added// {{ :en:services:storage_services:backup:tsm:anleitungen:200-wx64-tsm.png?direct&500 |}} * It's also located at //I// => //IBM Spectrum Protect// {{ :en:services:storage_services:backup:tsm:anleitungen:201-wx64-tsm.png?direct&500 |}} ===== excurse: on language settings ===== As mentioned many times, the localization of TSM / ISP causes more confusion than it helps. Therefore we **strongly suppose** to set TSM/ISP to //American English//. Up to TSM 6.2 this was simpe to achieve, just do not install the language pack :-) With TSM/ISP 7 the language packs became part of the client, but using the //LANGuage// option the client could set up in english //completly//. Now with //ISP 8// the option only affects the error messages, so it's necessary to use a more brutal way to switch the client: replace the language files and iwth the english ones. the following commands entered in the windows //administrative command line// (run ''cmd.exe'' as //Administrator//) will do so: # get to the folder cd "\Program Files\Tivoli\TSM\baclient" # remove old files rmdir de_DE /S /Q del dscdeu.txt del dsc30deu.dll del dsmc_deu.hlp del fcmdeu.txt # create new de_DE folder mkdir de_DE # copy en_US files to de_DE copy en_US\* de_DE\ copy dscenu.txt dscdeu.txt copy dsc30enu.txt dsc30deu.txt copy dsmc_enu.hlp dsmc_deu.hlp copy fcmenu.txt fcmdeu.txt if your computer runs a different //localized windows//, just replace''deu'' or ''de_DE'' with your "wrong" language. unfortunately this steps will be necessary every time you update the client :-( ===== initial basic configuration ===== There's no special //configuration// tool for ISP, it's done within the GUI client or using a text editor. If you prefer the GUI, the UAC asks again for your admission at the the first time: {{ :en:services:storage_services:backup:tsm:anleitungen:202-wx64-tsm.png?direct&500 |}} Because the ISP client starts with the systems language we strongly suggest to do the basic configuration in the text file before you start the GUI, otherwise it maybe in german: {{ :en:services:storage_services:backup:tsm:anleitungen:203-wx64-tsm.png?direct&500 |}} {{ :en:services:storage_services:backup:tsm:anleitungen:204-wx64-tsm.png?direct&500 |}} ===== basic configuration (directly within the configuration file) ===== * Open a texteditor, e.g. //notepad// or //notepad++//, even if you're already //Administrator//, right click and choose //Run as Administrator// -- otherwise you cannot save your config file in TSM folder. {{ :en:services:storage_services:backup:tsm:anleitungen:210-wx64-tsm.png?direct&500 |}} * UAC asks another time for your admission .. {{ :en:services:storage_services:backup:tsm:anleitungen:211-wx64-tsm.png?direct&500 |}} * then you can enter the basic settings (see introduction above) as * ''SErvername'' -- an unique identifier for the TSM server, we suggest to take the server's name * ''TCPServeraddress'' -- the FQDN of the TSM-Server * ''TCPPort'' -- the Port TSM is listening for the clients connections * ''NODENAME'' -- Name of your client as it is registered at the TSM server * ''PASSWORDAccess GENERATE'' -- this tells the client to store the password in the registry * ''LANGuage AMENG'' -- sets american english as the language for CLI and GUI {{ :en:services:storage_services:backup:tsm:anleitungen:212-wx64-tsm.png?direct&500 |}} * save the file as ''dsm.opt'' ... {{ :en:services:storage_services:backup:tsm:anleitungen:213-wx64-tsm.png?direct&500 |}} * ... at ''C:\Program Files\Tivoli\TSM\baclient\'' {{ :en:services:storage_services:backup:tsm:anleitungen:214-wx64-tsm.png?direct&500 |}} * make sure, it's an ''.opt'' file and no text file (''.txt''). Using //notepad++// you have to change the type: {{ :en:services:storage_services:backup:tsm:anleitungen:215-wx64-tsm.png?direct&500 |}} ===== basic configurations in the graphical user interface (GUI) ===== * As mentioned before, you'll find ISP within //Recently added// right after installation {{ :en:services:storage_services:backup:tsm:anleitungen:200-wx64-tsm.png?direct&500 |}} * It's also located at //I// => //IBM Spectrum Protect// {{ :en:services:storage_services:backup:tsm:anleitungen:201-wx64-tsm.png?direct&500 |}} * Every time you start the TSM client software you have to admit access rights: {{ :en:services:storage_services:backup:tsm:anleitungen:201-wx64-tsm.png?direct&500 |}} FIXME * At the first time start of TSM, it will look for the configuration file //dsm.opt//. If no such file can be found, the configuration wizard will be started: {{ :en:services:storage_services:backup:tsm:anleitungen:203-wx64-tsm.png?direct&500 |}} ===== further configuation (GUI) ===== ==== volumes / shares to be backed up ==== ==== excluding files and folders ==== ==== setting up encryption ==== ==== controlling the logging ==== ==== ... maybe something more ... ==== ===== further configuation (config file) ===== ==== volumes / shares to be backed up ==== ==== excluding files and folders ==== ==== setting up encryption ==== ==== controlling the logging ==== ==== ... maybe something more ... ==== ===== first backup (GUI) ===== ===== first backup (CLI) ===== using the CLI the initial backup can be initiated easily, just type: tsm> i the ISP client starts to backup all configured //DOMAINS// using the //incremental// approach. You can speed up the backup bypassing the all file tests using the ''-absolute'' option: tsm> i -absolute using the ''-absolute'' option **forces** the ISP client to backup **all data** (excepts those excluded by //exclude// rules) even if they are already stored on the ISP server. So do not use this option for regular backups, it will as well increase the backup time as the occupied capacity on the ISP server! ===== Automation ===== ==== Excurse on "DSMCAD vs. DSMSCHED" ==== First, we have do make a descision: //Should the backup service run the whole time or only if needed?// Because the TSM Schedule service (//DSMSCHED//) needs some memory, IBM invented a solution (called //DSM Client Acceptor Daemon (DSMCAD)//) to start it right at the moment when it's needed and save memory in the meanwhile. This //was// of great importance as memory was a rare ressource, a couple of years ago. Today the memory consumption vanishes if compared with other services running on a modern PC or server. Therefore the question has to be asked differently: //Should only backup be done or is there a need to run a web based client on your PC / server?// Obviosly running a webserver for the web based client might be a critical security issue, so we strongly suggest not to configure the webclient. If you do not, there's no need to use the //DSMCAD// for starting the //DSMSCHED//. using linux it's completely different: the most common approach for linux is to use the //DSMCAD//, therefore IBM provides a start / init script for the //DSMCAD// but just a few informations for starting the //DSMSCHED// without //DSMCAD//. Detailed information you can find [[https://www.ibm.com/support/knowledgecenter/SSEQVQ_8.1.0/client/c_cfg_sch_compare.html | in the IBM documentation]]. ==== Configuring the DSMSCHED ==== Best configure the //DSMSCHED// using the GUI, manually or by using powershell it a mess. ==== Testing the scheduler configuration ==== A soon as the scheduler is started, it //should// ask the server for it's schedule to run the backup. Unfortunately the scheduler isn't reliable :-( So it's better to run the request manually. The easiest way is done in the CLI by typing: tsm> q sched or in the windows cmd: dsmc.exe q sched This command should return all schedules associated with this node. //Usually// the scheduler daemon logs this request in it's log file. So please check the scheduler log for new entries according to the associated schedules looking like these: t.b.d.