Foundations Lab Guide 11.26.2
Foundations Lab Guide 11.26.2
Foundations Lab Guide 11.26.2
Commvault
Professional
Foundations
Lab Guide
Page 1 of 43 11.26.2
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Accessing the Lab Environment
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Login to the Virtual Machine
In the toolbar at the top of the virtual machine window, click Ctrl-Alt-Del.
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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
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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
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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)
b) Click to browse
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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.
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1-3 Customize Views and Navigation
Create a Custom View
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.
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1-4 Configure Disaster Recovery Backup
Configure Disaster Recovery Backup
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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
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
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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
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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
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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
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
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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
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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.
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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
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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
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.
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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.
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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
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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
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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.
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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
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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
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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
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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
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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!
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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
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
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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
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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.
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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
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
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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
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
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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
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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
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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
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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
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6-2 Add and Manage Reports
Access the Reports View
1. In the Navigation Menu, select Reports
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
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
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