Foundations Lab Guide 11.26.2

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13

Commvault
Professional
Foundations
Lab Guide

Page 1 of 43 11.26.2
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Page 2 of 43 11.26.2
Accessing the Lab Environment

Login to Skytap Labs


Click the sharing portal link shared by your instructor or email. A sharing portal URL looks like:
https://cloud.skytap.com/vms/123456acbdefg/desktops.

Log in to the Virtual Lab Machines


1. Review Virtual Lab control section and verify the virtual machine you want to connect with is
running before connecting.
2. Click on the virtual machine box to open window. You will be automatically logged into the
operating system.

These are the available virtual machines:


 CV Prof – CSProd – note that most lab work will take place on this VM
 CV Prof – MediaAgent1
 CV Prof – DC
 CV Prof – Hyperv1
 CV Prof – LinuxClient1 – note that this will not start automatically and should only be used if
required
 CV Prof – Exchange
 CV Prof – CSDR – note that this will not start automatically and should only be used when
required

Page 3 of 43 11.26.2
Login to the Virtual Machine

In the toolbar at the top of the virtual machine window, click Ctrl-Alt-Del.

Use these credentials as indicated throughout this guide.


Login for all Window Servers as Domain Username: cv\administrator
Administrator Password: Commvault1

Login for all Windows Server as Student Username: cv\student


account Password: student

Login for Command Center and CommCell Username: admin


Console Password: Commvault1!

Page 4 of 43 11.26.2
Module 1 – Installation Requirements
1-1 Review the CommServe Requirements
Access the Commvault Documentation Website
1. Connect to the CV Prof – CSProd virtual machine using the following credentials:
a. Username: cv\administrator
b. Password: Commvault1

2. From the taskbar, launch Google Chrome


a. In the address bar, type http://documentation.Commvault.com/
b. In the search bar, type CommServe requirements and click Search
i. Review Requirements results list, select System and Hardware
Requirements
c. Scroll through the page to view the current requirements for the CommServe Server

Page 5 of 43 11.26.2
1-2 Command Center Core Setup
Login to the Command Center
1. Open CV Prof – CSProd and login using the following credentials:
a. Username: cv\administrator
b. Password: Commvault1

2. Open Chrome and go to https://csprod.cv.lab/commandcenter


a. Bypass the security certificate notification
3. Login to the Commvault Command Center using the following credentials:
a. Username: Admin
b. Password: Commvault1!
4. Check OK to accept the “License and Registration” message

Page 6 of 43 11.26.2
Configure a Backup Location
1. On the banner of the Welcome page, select Skip it

2. To expand the Navigation menu, click and select Storage > Disk
a. Ensure that the MediaAgent1 and DC VMs are powered on
b. On the top right section of screen click Add
i. Name: Production Storage
ii. Backup Location: Click Add to open a new view for storage
1) MediaAgent: From the dropdown, select mediagent1
2) Type: Local (default selection)

3) Backup Location: Click to browse

a) Navigate to H: and click to add a new folder


b) Name the folder ProdVol-1 and click Add; once it finishes
loading, click Save to save the backup location
4) Use Deduplication: Slide to “on” position
5) Deduplication DB Location: Click Add
a) MediaAgent: Select mediagent1 from the dropdown list

b) Click to browse

c) Click to expand drive F. click to add a new folder


i. Name the folder ProdStorageDDB and click Add
d) Select F:\ProdStorageDDB and click Save to save the DDB
location
6) Click Add, then click Save

Configure a Server Plan


1. In the Navigation Menu select Manage > Plans
2. In the upper right section of the screen, click Create plan > Server backup
a. General:
i. Create a new Plan is the selection, leave default setting
ii. Plan name: Production Server Plan
b. Backup Destinations:
i. Click Add Copy
ii. Select (Primary) Production Storage then click Save
c. Recovery Point Objective: Leave default of Incremental every day at 9pm
d. Backup Content: Leave default settings
e. Options and Restrictions: Leave default Settings
3. Click Submit to create the server plan

Page 7 of 43 11.26.2
Configure an Email Server for Alerts and Reports
1. In the Navigation Menu Manage > CommCell
2. From the details view of the CommCell page, locate the Email tile and click the Edit link
3. Configure the Configure email page using the following information:
a. SMTP server: Exchange.cv.lab
b. SMTP port: 25
c. Sender email: [email protected]
d. Sender name: CommServe Admin
e. Encryption Algorithm: None
f. Use Authentication: Off
4. Click Save to save the email configuration
Note: For this exercise do not use the Test Email. The lab does not have Exchange Server
configured.

Download a Maintenance Release (Copy Option)


1. Guided Setup > Quick Tasks > Download/copy software
2. Select Local Copy
a. Click the browse button and expand Libs (T:\) drive
b. Expand the folder CPR2022E and check box for Winx64
c. Click Save
3. From Download/copy software page, click Download to start the copy process and
populate the software cache

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1-3 Customize Views and Navigation
Create a Custom View

1. Open Chrome and go to https://csprod.cv.lab/commandcenter


2. Login using the following credentials:
a. Username: admin
b. Password: Commvault1!
3. In the Navigation Menu: Manage > Servers

4. In the top right of the Servers view, click the gear icon
5. From the Manage views window, use the following information to create a view.
a. Save View As: Replication Servers
b. Rules (from dropdown lists):
i. Filter by: Agent
ii. Condition: Contains
iii. In the empty field type: Continuous
6. Click Save to create the view
7. Click on the new Demo view to see the MediaAgent1 is now listed under the Replication
Servers view. You can add as many rules as you need to get the optimal filter.
Note: From the Type dropdown list, select All to reset the view to all client and agent types. Note
that server type is set to Infrastructure. Infrastructure is a group that includes the CommServe and
MediaAgents only.

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Customize the Commvault Command Center with Your Company’s Colors
1. In the Navigation Menu: Manage > Customization
2. Click on the Theme tile
3. Under Color Settings, use the following options to customize the Command Center:
a. Login and Banner background: #8e5769
b. Header Background: #583f46
c. Header text: #eeeeee
d. Navigation Bar Background: #582335
e. Navigation Text: #eeeeee
f. Action Button Background: #582335
g. Icon: #d5c7ce
4. Make note of color changes to the window
5. Click Save to retain changes
Note: you can return to this page and click on Retore to Default at any time.

Customize the Commvault Command Center Login Screen


1. From the Login page section, click Select file to import a logo
2. Browse to This PC\Documents > CompanyLogo-small.jpg, then click Open to load the
image file
3. From the Login page section, click Select file and browse to
This PC\Documents > purplesky.jpg, then click Open to load the image file; the selected
background image will now replace the default login background
4. Click Save to save the theme
5. In the upper right of the Commvault Command Center, click Admin > Logout; you should
now see the background load and the screen stating that you have logged out successfully
6. Select the option on that screen to Click here to login without Single Sign On
Note: If this does not work properly, close and relaunch Google Chrome from the Windows task
bar. Alternately, you can clear the browser cache from Chrome properties then close and
relaunch Chrome.
7. You will now see the Company logo and sign-in page; login with the following credentials:
a. Username: admin
b. Password: Commvault1!
8. In the Navigation Menu: Manage > Customization
9. Click the Theme tile
10. Click Reset to default to reset the Command Center to the default color theme

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1-4 Configure Disaster Recovery Backup
Configure Disaster Recovery Backup

1. Open Chrome and enter https://csprod.cv.lab/commandcenter


2. Login using the following credentials:
a. Username: admin
b. Password: Commvault1!
3. In the Navigation Menu: Manage > System
4. Click on the Maintenance tile to open
5. Click the DR backup (Daily) tile to access the DR backup settings

a. Click the gear icon to edit DR backup settings


i) Number of DR backups to retain: 7
ii) Backup metadata destination: Network Share
iii) Path for backup metadata: \\mediaagent1\csdr
iv) Username: cv\student
v) Password: student
vi) Confirm password: student
b. Click Save to save the DR backup settings

Manually Run a CommServe Disaster Recovery Backup


1. In the Navigation Menu: Manage > System
2. Click the Maintenance tile
a. Click the DR backup (Daily) tile to access the DR options

b. Click the Start button to configure the DR backup job


c. Select Full
d. Click Run job to execute the backup

Page 11 of 43 11.26.2
Configure Cloud Storage and Run a DR Backup to Cloud
In the Navigation Menu: Manage > System
1. Click the Maintenance tile
2. Click the DR backup (Daily) tile to access the DR backup settings

3. Click the gear icon to edit DR backup settings


4. Configure the DR backups to use cloud storage by sliding the Upload backup metadata to
cloud library button to the right and configure using the following information:
a. Cloud library: From the dropdown list select the DR Backups
b. Vendor: S3 Compatible Storage
5. Click Save to save the configuration for export to cloud

6. From the DR backup (Daily) tile click Start to run the DR backup job
7. Select Differential
8. Click Run job to execute the backup

Page 12 of 43 11.26.2
Module 2 – Storage
2-1 Disk Storage
Create a New Local Disk Storage Location without Deduplication
1. In the Navigation Menu: Storage > Disk
2. Click Add to configure new storage
a. Name: Filer Storage
b. Under Backup location click Add to configure the storage location
i. MediaAgent: use dropdown to select MediaAgent1
ii. Type: Local

c. Backup location: Click Browse

i. In the select a backup location window, highlight drive I: and click


to open Add new folder window
ii. Folder name: ProdVol-2 and click Add
iii. Expand I:\ drive view and select newly created folder, then click Save
iv. Once the Add backup location is complete, click Add
3. Deselect Use deduplication
4. Click Save to complete the disk storage configuration

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Add a Backup Location (Mount Path) to Disk Storage
1. In the Navigation Menu: Storage > Disk
2. Click Filer Storage to open the overview page
3. On the Filer Storage Overview page > Backup Locations section > click Add
4. In the new window, click Add backup location and enter the following information:
a. Name: Filer Storage (for display)
b. MediaAgent: use the dropdown to select MediaAgent1
c. Type: Local

d. Backup location: Click to browse


i. In the Select a Backup Location window, check box for I: drive and click the
New Folder
ii. Folder name: ProdVol-3
iii. Click Add
iv. From the Select a backup location window, verify that Prodvol-3 is selected
and click Save to add the backup location
5. From the Add backup location, Click Save to add the new storage location
Note: You should now see two paths under backup locations.

Configure Credentials for Shared Storage


1. In the Navigation Menu: Manage > Security
2. Click Credential Manager tile
a. From the Credential manger page, click Add
b. Set up the credential using the following information:
i. Account type: Windows Account
ii. Credential name: Backup Shares
iii. Username: cv\student
iv. Password: student
v. Description: credential for share access
c. Click Save to save the new credential

Share Disk Storage


1. In the Navigation Menu: Storage > Disk
2. Click Filer Storage Disk to open the Overview page
3. In Backup Location, click on [MediaAgent1] I:\ProdVol-2 backup location to view details for
the mountpath
4. In the Disk access paths section, click Add MediaAgent
5. Check the box for csprod to select the secondary MediaAgent
6. Click Save to add the MediaAgent
Note: The second access path is added to the list and the default access is read-only. You may
repeat the same process to share other backup locations.

Page 14 of 43 11.26.2
2-2 Enable Deduplication
Create Disk Storage with Deduplication
1. In the Navigation Menu: Storage > Disk, then click Add to configure disk storage
a. Name: Dedupe Storage
2. Under Backup location, click Add to configure the storage location
a. MediaAgent: use dropdown to select MediaAgent1
b. Type: Local

c. Backup location: Click Browse

i. In the Select a backup location window highlight F:\ and click to open
Add New Folder window
ii. Folder name: ProdVol-4 and click Add to create folder
3. After folder is created, expand F:\ drive view and select newly created folder, click Save, and
then Add
4. Use deduplication: Leave the slider enabled
a. Click Add
i. On the Add Deduplication DB location screen, use MediaAgent dropdown list
and select MediaAgent1

b. Deduplication Database location: Click Browse

i. In the Select a Deduplication DB location window, highlight G:\ and click


to open Add New Folder window
ii. Folder name: Enter DedupeStorageDDB and click Add
iii. Select the newly created folder DedupeStorageDDB
iv. Click Save to create the Deduplication Database location
v. Screen will return to Add Deduplication DB location window, click Add
5. From the Add Disk Storage window, click Save to save the disk configuration
Note: You will see the new deduplication enabled disk storage listed under Disk.

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2-3 Cloud Storage
Add Cloud Storage
1. In the Navigation Menu: Storage > Cloud, then click Add
2. Select Cloud Storage
a. Name: Compliance copies
b. Type: use dropdown to select S3 Compatible Storage
c. MediaAgent: use dropdown to select MediaAgent1
d. Server host: http://mediaagent1.cv.lab:9000

e. Credentials: Click to create a new credential using the following information:


i. Credential name: Compliance Storage access
ii. Access key ID: minioadmin
iii. Secret access key: minioadmin
iv. Click Save to save the new credential
f. Bucket: compliancecopies
g. Use deduplication: Deselect by moving slider to left
5. Click Save to add the cloud storage
Note: You will see the cloud storage under Cloud. Verify that your deduplication settings are
correct.

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2-4 Tape Storage
Add Tape Storage
1. In the Navigation Menu: Storage > Tape and click Add
2. Select MediaAgent1.cv.lab from the dropdown list and click Scan hardware connected to
MediaAgent1.cv.lab
3. The unconfigured hardware is displayed; select
Commvault Dell EMC ML3 (Not configured) tape storage > All drives
4. Click Save to configure the tape storage
Note: The newly configured tape storage Commvault Dell EMC ML3 x is displayed in the window.

Page 17 of 43 11.26.2
Module 3 – Security
3-1 Create a Company
Create a Company
1. In the Navigation Menu: Manage > Companies and click Add company
a. Company Name: Company-Sales
b. Company Alias: Company sales
c. Plans: Production server plan
d. Associated SMTP: Leave blank
e. Contact name: Daniel Thomas
f. Email: [email protected]
g. Send welcome Email: deselect
2. Click Save to create the company

Page 18 of 43 11.26.2
3-2 Create Users
Create a User
1. In the Navigation Menu: Manage > Security
2. Click Users
3. Click Add and select Single user
a. User Type: Local User
b. Full name: Brett Austin
c. Username: baustin
d. Email: [email protected]
e. Select a company: leave blank
f. User group: leave blank
g. Use system generated password: leave unchecked
h. Password: Commvault1!
i. Confirm password: Commvault1!
4. Click Add to create the user

Disable and Enable User Accounts


1. In the Navigation Menu: Manage > Security
2. Click the Users tile
3. Click user baustin
4. Click Disable to disable the account, then click Yes to confirm deletion

Delete a User Account


1. In the Navigation Menu: Manage > Security
2. Click the Users tile

3. On user baustin, click the Actions button , select Delete, then click Yes to confirm
deletion
Note that if the user has associated entities, the Confirm delete popup appears; enter the name of
an active user in the box for Choose a user/user group to transfer ownership.

Page 19 of 43 11.26.2
3-3 Add an External Domain
Add an External Domain
1. In the Navigation Menu: Manage > Security
2. Click Identity Servers
3. Click Add and Select Ad/LDAP
a. Directory type: Active directory
b. NETBIOS name: cv
c. Domain name: cv.lab
d. Username: cv\student
e. Password: student
f. Use secure LDAP: leave unchecked
g. Enable SSO: uncheck
Note: Best practice is to use SSO, however in this case it authenticates to user cv\student and
does not have sufficient rights in the CommCell, so we are disabling SSO.
h. Access AD server via client (Checkbox): Leave unchecked
4. Click Save to save connection to the domain
5. On the Create User Group view, click Cancel
Note: When companies are configured in the CommCell, user groups are added to manage
accounts.

Add a Domain User


1. In the Navigation Menu: Manage > Security
2. Click the Users tile
3. Click Add user > Single User
a. User type: External user
b. External provider: cv
c. User name: cv\pbaker
d. Email: [email protected]
e. User group: Leave blank
4. Click Add to add the user and review detail for newly added user
Note: From the main user window, you will now see company\pbaker listed under Users.

Page 20 of 43 11.26.2
3-4 Manage Roles
Create a Role
1. In the Navigation Menu: Manage > Security
2. Click the Roles tile
3. Click Add role
4. Roles are organized under sections; check the box for each section using the following
information to create a role:
a. Name: Storage Admins
b. Permissions:
i. Plan
ii. Storage management
iii. Storage Policy Management
5. Click Add to create the new role

Edit a Role
1. In the Navigation Menu: Manage > Security
2. Click the Roles tile to open view of defined Roles
3. Click Client Admins to open the overview page

4. From the Permissions section, click the pencil to edit the role
5. Uncheck the Show Selected box to display all permissions
6. Select Client Group section to add additional permissions
7. Click Save to save modifications

Delete a Role
1. In the Navigation Menu: Manage > Security
2. Click the Roles tile

3. Click Actions icon for the Compliance role, then select Delete from the menu
4. Click Yes to confirm the deletion

Page 21 of 43 11.26.2
3-5 Create and View a Security Association
Configure a Security Association to Manage a Server (Client)
1. In the Navigation Menu: Manage > Servers
2. Click MediaAgent1 to create a security association
3. Click the Configuration tab
a. Click Edit to add a security association
i. Enter users, user groups: pbaker
ii. In the list click pbaker
iii. Select a role: Client Admins
4. Click Add to apply pbaker to the security association
5. Click Save to save the security association

Configure a Security Association to Manage Disk Storage


1. In the Navigation Menu: Storage > Disk > Filer Storage
2. Click the Configuration tab
3. From the Security section on the Configuration tab, click Edit to add a security association
4. Enter users, user groups: pbaker
5. From the Select a role section, select Storage Admins
6. Click Add to apply pbaker to the security association
7. Click Save to save the security association

View Existing Associations


1. In the Navigation Menu: Manage > Servers
2. Click MediaAgent1.cv.lab > Configuration tab
3. In the Security section > User/Group and Role, click Show inherited association to display
inherited associations
Note: Inherited associations displays User(s) / User Group(s) with applied permissions from a
higher level in the CommCell.

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3-6 Configure a Network Topology
Configure a Network Topology for Laptops
1. In the Navigation Menu: Manage > Network
2. Click the Network Topologies tile
3. Click Add Topology
a. Name: Laptop Connection
b. Client type: Laptops
c. Topology type: Network gateway
d. Laptops: Laptop clients
e. DMZ Network gateways: Proxy clients
f. Infrastructure machines: Infrastructure
g. Click Save to save the Network Topology
Note: The new network topology will now be shown in the Network Topologies window.

Configure a Network Topology for Servers


1. In the Navigation Menu: Manage > Network
2. Click the Network Topologies tile
3. Click Add Topology
a. Name: Intra-site Server Connection
b. Client type: Servers
c. Topology type: Two-way
d. Servers: Index servers
e. Infrastructure machines: Infrastructure
f. Click Save to save the Network Topology
Note: The new Network topology will now be shown in the Network Topologies window.

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Module 4 – Servers and Features
4-1 Server Administrative Tasks
Check Connectivity for a Client
1. In the Navigation Menu: Manage > Servers
2. To display all servers, use the dropdown list in Type and select All to display all servers

3. Click the Action button for MediaAgent1 and select Check readiness; note the results
of the readiness check
4. Click Show details to view additional information
5. Make note that not all components are ready and the reason why

Check Server Update Status


1. In the Navigation Menu: Manage > Servers
2. To display all servers, use the dropdown list in Type and select All to display all servers
The version and update statuses are presented in the Servers view

Page 24 of 43 11.26.2
4-2 Server Groups
Create a Server Group with Manual Selection
1. In the Navigation Menu: Manage > Server groups
2. Click Add server group
a. Name: Database Servers
b. Association: Manual
c. Servers: Select csprod and then click Add
3. Click Save to save the Server group

Create a Server Group Using Rules


1. In the Navigation Menu: Manage > Server groups
2. Click Add server group
a. Name: Windows VSA Proxies
b. Association: Automatic Association
c. Client Scope: Clients in this CommCell
d. Rules 1: Click Add rule and enter the following rules:
i. Select rule for: OS Type
ii. Which Matches with: equal to
iii. Value: Windows
iv. Click Save to save the rule
e. Rules 2: click Add rule and enter the following information:
i. Select rule for: Package installed
ii. Which matches with: any in
iii. Values: Select Virtual server from the dropdown list, then click OK
iv. Click Save to save the rule
3. Select Match all rules (default selection)
4. Click Preview to show a list of eligible servers in the Preview server groups window; click
Close when you are finished
Click Save to save the Server group

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4-3 Push (Remote) Install
Run a Push Install
1. In the Navigation Menu: Manager > Servers
2. From the Server screen, click Add Server
3. On the Add server window, use the following information:
a. Installation Type: leave default setting of Select this method to install software
packages on your computer
b. Host Name: DC.cv.lab
c. Username: cv\administrator
d. Password: Commvault1
e. Confirm password: Commvault1
f. OS Type: Windows
g. Select packages: use dropdown to select File System, click OK to accept selection
h. Plan: use dropdown to select Production Server Plan
i. Reboot if required: Leave default setting to not reboot
j. Click Install to deploy the agent
4. In the Navigation Menu click Jobs monitor the installation progress

Register Server with Client Software Installed


In the Navigation Menu: Protect > File Servers
1. From the Server screen, click Add Server
2. On the Add server window, click the box for File server
3. On the Add file server window type Med and select MediaAgent1 from the dropdown list
under Name field
4. For Backup location, use dropdown list and select Production Server Plan
5. Click Install to configure the agent
6. In the Navigation Menu click Jobs monitor the installation progress

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4-4 Manage Subclients for Files and Network Storage Protection
Create a New Subclient
1. In the Navigation Menu: Protect > File servers
2. Click the link for MediaAgent1
3. In the Subclients section, click Add subclient
a. Name: Mission Critical
b. Backupset: defaultbackupset
c. Backup plan: Production Server plan
d. Define your own backup content (Derived Plan Content): slide the button to the
right
i. Content: Click Browse
ii. Select a path: Navigate to C:\ and select Mission Critical folder.
iii. Click Save to select the path
e. Click OK to save the new subclient

Edit Subclient Content


1. In the Navigation Menu: Protect > File servers
2. Click the link for MediaAgent1
3. Click the Mission Critical subclient
4. From the Content section, click Edit
5. Click Browse
6. From the Select a path window, navigate to the C: drive and select the folder Cloud
7. Click Save to save the path; you should now see C:\Mission Critical, and C:\Cloud listed as
content
8. Click OK to save the content

Use and Edit Subclient Filters


1. In the Navigation Menu: Protect > File servers
2. Click the link for MediaAgent1
3. Click the Mission Critical subclient
4. From the Content section, click Edit
5. From the Add/Edit Content window, click the Exclusions tab
6. Under Enter Custom Path, click Browse
7. From the Select a path window, expand the C:\ and C:\Mission Critial Folder, then check
the box for C:\Mission Critical\Deploy folder to add as exclusion
8. Click Save to add the exclusion; the exclusions will now show up on the list
9. Click OK to add the exclusions

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4-5 Manage Virtual Machines and Hypervisors
Connecting to csprod
1. Verify that the HyperV1 virtual machine is running
2. Connect to the csprod server using the following credentials:
a. Username: cv\administrator
b. Password: Commvault1

3. From the taskbar, if Chrome is not open, launch Google Chrome and go to
https://csprod.cv.lab/commandcenter
4. On the Command Center login page, login using the following credentials:
a. User: admin
b. Password: Commault1!

Deploy the Virtual Server Agent on the Access Node


Note: The virtual server agent (VSA) can be installed on the access nodes either before or during the
Guided Setup.
1. In the Navigation Menu, click Manage
2. Click Servers to display a list of servers
3. Change view to Type- ALL
4. Click the HyperV1.cv.lab link
5. Select Add software button
a. Select package(s) for HyperV1: Virtual Server and click OK
b. Reboot if required: leave toggle switch to off
c. When the job is complete, notify me via email: leave unchecked
6. Click Install to open a new window allowing direct access to the job details page
7. Click OK
8. In the Navigation Menu, click Jobs, the Install Software job is initiated; monitor its status and
wait until it completes before proceeding

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Add a Hypervisor
1. In the Navigation Menu, click Guided setup
2. Click the Protect tab, then click the Virtualization tile
3. Select the Hyper-V from the view of available hypervisors, then click Next
a. Host name: HyperV1.cv.lab
b. Hypervisor display name: HyperV1

c. Credentials: Click to create saved credentials


i. Credential Name: Virtualization Account
ii. Username: cv\administrator
iii. Password: Commvault1
iv. Description: account for Virtual access
v. Click Save to create credentials account
4. Click the section Access Node use dropdown menu and select HyperV1 from the list of
available nodes
5. Click Discover Nodes
6. After the discover process is complete, open the dropdown list again and check box for
HYPERV1; now the virtual agents selected and ready for use with the virtual client
7. Click Save to complete the creation of the virtual client

Add a Virtual Machine Group


1. In the Add VM group screen, enter the following Information:
a. Name: Production VM Group
b. Virtual Machines: Click Add
i. In the Content section, click the dropdown for Add and select virtual
machines from the list
ii. Expand the view and select WINVM1
iii. Click Save to add virtual machine as content
c. Plan: Production Server plan
2. Click Save to save the VM Group; when the VM Group is created the container properties
page is displayed
Note: When the configuration is complete, the system will run a backup of all VMs in the created
group at the next scheduled time. That time is configured as RPO in a Plan.

Run a Virtual Server Agent Backup On-demand


1. In the Navigation Menu: Protect > Virtualization

2. From the VM groups tab, click the Actions button for Production VM Group > Backup
a. Select backup level: Full
3. Click OK to start the backup operation
4. Click the Jobs view to monitor the backup operation

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Recover a Full Virtual Machine
1. In the Navigation Menu: Protect > Virtualization
2. From the Virtual Machines tab, click the link for WINVM1
Note: You may have to refresh the web page for the WINVM1 virtual machine to show up under
the Virtual Machines tab.
3. From the Recovery Point section, select the most recent backup for today’s date, then select
Restore > Full Virtual Machine
4. Select WINVM1 and click Restore
a. Type: Out of place
b. Destination client: HyperV1, leave the default
c. Disk provisioning: Auto, leave the default
d. Check box to Enable edit Destination VM name and select Suffix
e. Enter – testing to append to the virtual machine name
f. Destination HyperV host: leave default setting
g. Restore location: use dropdown and check select a folder
h. Destination folder: Click Browse
i. Check box for E:\ and click the New folder button
ii. Enter VM Full Restore for the folder name and click Add
i. Click Save to save the restore path
Note: The Virtualization and Destination client information should be pre-populated. When
restoring and renaming a virtual machine in Hyper-V, the restore job automatically adds it into a
new folder with the Restored VM’s name and registers the VM with the hypervisor.
5. At the bottom of the Restore Options window, click Submit to start the restore operation
6. Click the Jobs view to monitor the restore operation

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Recover Virtual Machine Files Recovery Using the Virtual Server Agent
1. In the Navigation Menu: Protect > Virtualization
2. From the Virtual Machines tab, click the link for WINVM1
Note: You may have to refresh the web page for the WINVM1 virtual machine to show up under
the Virtual Machines tab.
3. From the Recovery Point section, select the most recent backup for today’s date, then select
Restore
4. From the Select Restore Type window, select Virtual Machine Files
5. From the Restore section, select file WINVM1-disk-00.vhdx, then click Restore
a. Access node: HyperV1
b. Username: Leave blank
c. Password: Leave blank
d. Path (Browse): E:\Restore
Note: Since we are restoring the VM file to the original VSA/Hyper-V host, username and
password are not required. These are only used when the destination host is different than the
source VM host and are required for both network and server access.
6. From the Select a path window click Save to save the restore path
7. At the bottom of the Restore Options window click Submit to start the restore operation
8. Click the Jobs view to monitor the restore operation

Recover Virtual Machine Guest Files Using the Virtual Server Agent
1. In the Navigation Menu: Protect > Virtualization
2. From the Virtual Machines tab, click the link for WINVM1
Note: You may have to refresh the web page for the WINVM1 virtual machine to show up under the
Virtual Machines tab.
3. From the Recovery Point section, select the most recent backup, then select Restore
4. From the Select Restore Type window, select Guest Files
5. Expand WINVM1; it may take several minutes for Live Browse to display the contents
6. Select C:\Users\Administrator\Documents
7. Click Restore
a. Restore to: Select the Client tab
b. Destination Client: HyperV1
c. Username: Leave blank
d. Password: Leave blank
e. Destination folder (Browse): E:\Restores
8. From the Select a path window click Save to save the path
9. At the bottom of the Restore Options window click Submit to start the restore operation
10. Click the Jobs view to monitor the restore operation

Page 31 of 43 11.26.2
Module 5 – Data Management
5-1 Configure a Server Plan
Configure a Server Plan
1. In the Navigation Menu: Manage > Plans
2. From the Create plan dropdown list, select Server backup
a. Plan name: Filer Backup Plan
3. In the Backup destinations window, click Add Copy
a. Name: Primary
b. Storage: Filer storage (from the dropdown list)
c. Retention Rules: 15 days
d. Click Save to save the backup destination
4. Recovery Point Objective
a. Backup Frequency: Run incremental every 1 day(s) at 9pm

b. Backup window: Monday through Sunday: All day, then click the pencil icon
to edit
i. Monday: use mouse to unselect boxes between 9:00 AM to 5:00 PM;
repeat for Tuesday-Friday
The new schedule is
Monday through Friday: 12:00 AM – 9:00 AM, 6:00 pm – 12:00 AM, and
Saturday and Sunday: All day
c. Click Select all to reset changes for open backup window (no restrictions)
d. Click Save to save the backup window
5. Backup Content
a. Content to backup: Leave all fields with defaults
b. Under Exclude files/folders/patterns, click Add and select Content to add an
exclusion
c. Select Music, then click Save
d. For Options & Restrictions: Allow plan to be overridden
i. Storage pool: Override not allowed
ii. RPO: Override optional
iii. Folders to backup: Override optional
e. Click Submit

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Configure a Server Plan with Custom Content
1. In the Navigation Menu: Manage > Plans
2. From the Create plan dropdown list, select Server backup
a. Plan name: Desktop Laptop plan
b. Backup destinations: Click Add Copy
i. Name: Primary
ii. Storage: Dedupe Storage (from the dropdown list)
iii. Retention period: 1 Month(s)
c. Click Save to save the backup destination
d. Recovery Point Objective

i. For Backup Frequency: click the pencil icon to edit existing default
schedule
ii. On the Edit backup frequency page, make change to Runs every: 2 days
iii. Click Save for the screen
iv. Backup window: No changes
e. Backup Content
i. Under Content to backup, click Add and select Content
ii. Under the Add content screen, check boxes for Documents and Home
iii. Click Save to save the content
iv. Under Exclude these files/folders/patterns: click Add to define content
v. Under the Add exclusions screen, check the boxes for Pictures and Videos
vi. Click Save to save the content
vii. Deselect Backup system state by moving slider to the left
3. There will be no changes on the Options & Restrictions page; click Next to continue
4. Click Submit to save the plan, then review settings on Overview page of Desktop Plan

Associate the Plan with an Agent


1. From the Navigation Manu: Protect > File servers
2. Click the server csprod.
3. In the General section, next to Plan, click Edit
a. Select Production Server plan from the dropdown list
b. Click Save to add the plan

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Associate the Plan to a Subclient
1. In the Navigation Menu: Protect > File servers
2. Click on the server csprod to open the Overview page
3. In the Subclients section, click Mission Critical link to open subclient properties
4. In the General section, next to Plan, click Edit
a. Select Filer backup plan from the dropdown list
b. Click Save to add the plan
Note: The Mission Critical subclient will now show the Filer backup plan as the plan for this
subclient.

Edit Plan Content for a Subclient


1. In the Navigation Menu: Protect > File Servers
2. Click the server csprod
3. Under Subclients, click Mission Critical link to open properties.
4. In the Content section, click Edit
5. In the pop-up window “Backup content is being derived from plan,” click Yes to accept
a. In the Add/Edit content window, under Content click Browse
i. From the Select a path window, select C:\Mission Critical folder
ii. Click Save to add the custom content and return to Add/Edit content window
b. From the Add/Edit window, click OK to save the content
Note: The plan will now only back up Mission critical for the subclient. Once complete, follow the
above steps to set the content back to C:\Mission Critical.

Page 34 of 43 11.26.2
5-2 Create a Secondary Copy
Configure a Secondary Copy for a Plan
1. In the Navigation Menu: Manage > Plans
2. Click the Filer backup plan
3. In the Backup destinations section, click Add copy
a. Name: Weekly compliance (cloud)
b. Storage: Compliance copies
c. Source: Primary
d. Backups to copy: Select Weekly Fulls (from the dropdown list)
e. Retention period: 1 Year(s)
f. Click Save to save the copy

5-3 Run a Manual Backup


Run a Manual File System Backup
1. In the Navigation Menu: Protect > File Servers
2. Click on csprod to open overview page

3. From Mission Critical subclient > Subclients, click the Actions button and select
Backup
a. Backup level: Full
b. Click OK to start the backup job
4. Once started, click Jobs in the Navigation Menu to see the detailed information of the job

Page 35 of 43 11.26.2
5-4 Browse and Recover Data
Browse and Recover Data
1. In the Navigation Menu: Protect > File servers

2. Next to csprod click the Actions button and then click Restore
3. Expand menu for C:\ and select the Mission Critical folder
4. Click Restore from the top menu
a. Destination client: csprod
b. Restore to original folder: Deselect
c. Destination path: Browse
i. Select: C:\Restores
ii. Click Save to save the path
d. Unconditionally overwrite if it already exists: deselect
e. Impersonate user: deselect
f. When the job completes notify me via email: deselect
5. Click Click Submit to execute the restore job
6. In the Navigation Menu, click Jobs to view the restore operation progress
7. Open Windows File Explorer on CSPROD and navigate to C:\restores; verify that the files
were successfully restored

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5-5 View and Change Job Status
View Job Details
1. In the Navigation Menu, click Jobs
2. Click the Job History tab
3. Click the Job ID for the most recent backup of Mission Critical
4. Click view job details (click More for more information)
Note: If the job is pending, the middle section provides information about the reason for which the
job is pending. Job events and errors are displayed in the bottom section of the view.

Resubmit a Job
1. In the Navigation Menu, click Jobs
2. Select the Job history tab
3. Job History Range: Last 24 hours

4. Click the Actions button next to the Mission Critical subclient backup and select resubmit
5. Click Yes to accept the popup message
6. Click the Active jobs tab to view job progress

Control Active Jobs


1. In the Navigation Menu, click Jobs
2. Click the Active jobs tab

3. Click the Actions button on the Mission Critical backup and select Suspend
4. Select a delay time of 1 hour; the job will be highlighted in the active jobs window

5. Click the Actions button on the Mission Critical backup and select Resume

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5-6 View and Send Log Files
View Log Files
1. In the Navigation Menu, click Jobs
2. Select the Job history tab
a. Job History Range: Last 24 hours
b. Click the Job ID for the most recent Mission Critical subclient backup
c. Click More options from the top of the screen and select view logs to view the log file
for the job

Send Logs to Commvault Support


1. In the Navigation Menu, click Jobs
2. Select the Job history tab
a. Job History Range: Last 24 hours
b. Click the job ID for the most recent Mission Critical backup
c. Click More actions at the top of the screen, then send logs (from the dropdown list)
d. Expand each section and review details
i. Output: uncheck box for Auto upload
ii. Output to: Check box and select Local path:
iii. Click Browse and navigate to C:\Temp, then click Save to continue
iv. Information: expand section and review default settings; you may be asked
by Commvault Support to provide these additional items
v. Expand Advanced and review setting, do not make changes
vi. Expand Notification and review setting, do not make changes
e. Click Send logs
Note: Open File Explorer and navigate to the documents folder to verify the log was successfully
sent.

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5-7 Apply Filters to the Jobs View
Apply Filters to the Jobs View
1. In the Navigation Menu, click Jobs
2. Select the Job history tab

3. Click the Gear icon > Create view


a. Save view as: DR Backups
b. Rules
i. Field 1: Operation
ii. Field 2: equals
iii. Field 3: Disaster Recovery Backup (from the dropdown list)
iv. Click Save to save and apply the view
Note: To restore the default view, from the job history window click the dropdown list next to Job
history and select Last 24 hours.

Page 39 of 43 11.26.2
5-8 Control CommCell Activity
Control Activity for the CommCell Environment
1. In the Navigation Menu: Manage > CommCell
2. From the Activity control section, move the slider to Disable All job activity and make note of
Enable after a delay
a. Click Enable after a delay and view options
b. Move slider to Enable All job activity

Re-enable Activity for a Client


1. In the Navigation Menu: Protect > File Servers
2. Click MediaAgent1
3. Click the Configuration tab, then under Activity control click the slider to disable backup
4. Once data backup is disabled for MediaAgent1, click Enable after a delay and select
Custom
a. select a time 5 minutes from the current time and click Save
5. Wait 5 minutes
6. In the Navigation Menu: Protect > File Servers
7. Click MediaAgent1
8. Click the Configuration tab
Note: In the Activity control section under the Configuration tab, verify that activity is now re-
enabled.

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5-9 Blackout Windows
Create a CommCell Level Blackout Window
1. In the Navigation Menu: Manage > System
2. Click the Blackout window tile
3. Click Add
a. Name: Weekly Full rule
b. Backup operations: move slider to allow for selection of job types; operations now
will say “Some”
c. Uncheck box for Incremental and Differential
d. Do not run job:
i. On these days: leave default boxes checked for Monday-Friday
ii. Between the following times: Click and drag to select 9:00AM to 5:00PM
e. Click Save to retain the changes

Create a Plan Level Blackout Window


1. In the Navigation Menu: Manage > Plans
2. Click the Production Server plan
3. Under RPO: Click the Full backup window
4. Click and drag the mouse on the run interval window and select
Monday-Friday from 9:00 AM to 5:00 PM
Note: The ‘Full backup do not run interval’ should now be highlighted in white; click Save to save
the operation window.

Remove a Plan Level Blackout Window


1. In the Navigation Menu: Manage > Plans
2. Click the Production Server plan
3. Under RPO click the Full backup window link
4. Click and drag the mouse on the run interval window and select
Monday-Friday from 9:00 AM to 5:00 PM
a. Alternately, click Select all from the backup window to allow all backups
Note: The Full backup do not run interval should now be highlighted.
5. Click Save to remove and save the operation window

Page 41 of 43 11.26.2
Module 6 – Monitoring
6-1 Add and Manage Alerts
Manage Triggered Alerts
1. In the Navigation Menu: Monitoring > Alerts
2. Click the Triggered alerts tab > Critical (Last 24 hours) > All
3. Select the top alert and select Delete, then select Yes to confirm deletion

Manage and Edit Alert Settings


1. In the Navigation Menu: Monitoring > Alerts
2. Click the Alerts definitions tab
3. Check the box for Data Aging is disabled for the last n days to enable the alert
4. Click the link for backup job Failed
5. In the Alert target section, select Edit
6. From the Edit targets window > Recipients > CC section, begin typing username pbaker
(PB); Select pbaker from the search list
7. Click Save to save the alert target
Note: you can also manually add SMTP email addresses for non-registered users or groups

Create an Alert Definition


1. In the Navigation Menu: Monitoring > Alerts
2. Click the Alerts definitions tab
3. Click Add alert definition
a. General
i. Alert name: Restore job errors
ii. Alert type: Restore job completed with errors
iii. Click Next
b. Entities: select Server groups > servers and then click Next
c. Alert target
i. Send alert to: Email, Console, Event viewer
d. Recipients:
i. To: Admin
ii. CC: pbaker
e. Click Next
f. Template: Leave default
4. Click Finish to save the alert definition

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6-2 Add and Manage Reports
Access the Reports View
1. In the Navigation Menu, select Reports

2. View the number that indicates reports requiring updates


Note: This CommCell does not have an account to access the Commvault store, but you may do
so with your own account.
3. In the search bar next to the Actions menu, type backup to search for backup reports
4. Click the link for the Backup job summary to run the report

5. Use to expand filter view and click the dropdown list for Job types
6. Deselect all options except Full
7. Click outside the list and click Apply to run the report with the modified options

Work with Charts


1. In the Navigation Menu, select Reports
2. Scroll through reports and click the link for the Backup job summary report
3. Hover over the Job status chart > download icon > download chart

4. In the summary and Job Details sections, click the Gear icon to expand the menus

Schedule a Report
1. In the Navigation Menu, select Reports
a. Click the Backup job summary > More actions > Schedule
i. Schedule name: Daily backup jobs report
ii. Report custom name: Daily backup jobs report
iii. Format: PDF
iv. Users to notify: Pamela Baker
v. Email Recipients: [email protected]
vi. Save to network location: Leave default
vii. Locale: English (United States)
viii. Frequency: Daily
ix. Time: Change to 11:00AM
x. Time zone: CommServe Time Zone
xi. Repeat Every: Leave default
2. Click Save to save the scheduled report

Edit or Delete a Scheduled Report


1. In the Navigation Menu, select Reports
2. From the Actions dropdown list select View schedules
3. Select the Daily Backup jobs report; once selected, a report can be enabled/disabled
4. Click the link for the Daily Backup Jobs > Delete > Yes to confirm deletion of the schedule

Page 43 of 43 11.26.2

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