Veritas NetBackup™

Copilot™ for Oracle

Configuration Guide

Release 3.1

Document Revision 1
Veritas NetBackup™ Copilot™ for Oracle
Configuration Guide
Release: 3.1

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 Contents

Chapter 1 Overview ................................................................................ 5

About Copilot ................................................................................ 5

Database dump backup details ................................................... 6
Oracle Accelerator backup details ............................................... 6
Restore details ........................................................................ 7
Copilot configuration overview .......................................................... 7

Chapter 2 Creating an appliance Share ........................................... 8

Creating a Share ............................................................................ 8
NFS export options ....................................................................... 11

Chapter 3 Mounting an appliance Share ........................................ 13

Mounting an appliance Share ......................................................... 13

Chapter 4 Storage Lifecycle Policy (SLP) configuration ............ 15

Create a snapshot-based storage lifecycle policy for Copilot .................. 15
Configure a second storage lifecycle policy for Copilot ......................... 23
Register the Oracle database credentials with NetBackup for Copilot
........................................................................................... 30

Chapter 5 Oracle Intelligent Policy (OIP) configuration ............. 34

Oracle Intelligent Policy configuration options for Copilot ...................... 34

Create the Oracle Intelligent Policy for Oracle accelerator backups
........................................................................................... 35
Create the Oracle Intelligent Policy for database dump backups ............. 43
 Chapter 1
Overview
This chapter includes the following topics:

■ About Copilot

■ Copilot configuration overview

About Copilot
Copilot is a NetBackup appliance exclusive feature that integrates with native Oracle
tools and processes to give database backup administrators (DBA) more control,
visibility, and the ability to recover their database backups. Backup administrators
can then manage policies, move the data to different storage types, and create
off-site backup copies of the database backups.
Additionally, Copilot features NetBackup Accelerator technology to boost Oracle
backup and restore performance. NetBackup Accelerator integrates with Oracle’s
incremental merge capabilities to eliminate the need for full backups and allow new
full database images to be synthesized on backup storage post-process.
Copilot lets you create Shares on the appliance for Oracle backup and recovery
and create further protection policies in NetBackup for advanced data protection
features like long-term retention, replication, and NetBackup Oracle Accelerator
technology. Copilot is exclusive to the appliance but requires additional configuration
steps within NetBackup software.
You can choose to create a Standard Share or Optimized Share. Both Share types
support all workload sizes, but Optimized Shares employ storage enhancements
to reduce protection windows for larger databases. Standard Shares are supported
on the 5230, 5240, 5330, and 5340 appliances and do not have disk layout
requirements, while Optimized Shares are only supported on the 5330 and 5340
appliances. The 5330 requires the reservation of an Expansion Storage Shelf and
the 5340 requires a full storage shelf.
 Overview 6
About Copilot

See “Database dump backup details” on page 6.

See “Oracle Accelerator backup details” on page 6.
See “Restore details” on page 7.

Database dump backup details

In a database dump configuration, RMAN is configured to put backup data on the
appliance Share, which a scheduled NetBackup policy protects. Backup metadata
is synced with the RMAN catalog and the restore can be initiated either through
RMAN or NetBackup.
See “Oracle Intelligent Policy configuration options for Copilot” on page 34.
See “Create the Oracle Intelligent Policy for database dump backups” on page 43.

Oracle Accelerator backup details

In an Oracle accelerator backup configuration, an initial full backup is required and
subsequent backups consist of only changed blocks. The changed blocks are
merged with the full image to protect a new full backup. Once the merge process
is completed, a snapshot is created to produce a NetBackup backup image for
restore. Storage Lifecycle Policies (SLPs) are used for replication for data protection.
All images on the share and in NetBackup are available in RMAN or NetBackup
for restore. The following graphic illustrates how an Oracle accelerator backup
works:

See “Oracle Intelligent Policy configuration options for Copilot” on page 34.
See “Create the Oracle Intelligent Policy for Oracle accelerator backups” on page 35.
 Overview 7
Copilot configuration overview

Restore details
Copilot restores can be initiated from RMAN and NetBackup. In either case, RMAN
needs to be functional to complete the restore, as is the case with traditional restores.
The process to restore data is the same regardless if the data resides on a share
or in a NetBackup storage unit.

Copilot configuration overview

The following is a high level overview of what is needed to configure Copilot from
start to finish. The configuration covered in this guide uses two NetBackup
Appliances. Your configuration may vary if using a different number of appliances
in your configuration.
■ Create a Share on the appliance.
See “Creating a Share” on page 8.
■ Mount the appliance Share on the Oracle client using OS tools.
See “Mounting an appliance Share” on page 13.
■ Configure a Storage Lifecycle Policy (SLP) using NetBackup.
See “Create a snapshot-based storage lifecycle policy for Copilot” on page 15.
See “Configure a second storage lifecycle policy for Copilot” on page 23.
See “Register the Oracle database credentials with NetBackup for Copilot”
on page 30.
■ Configure an Oracle Intelligent Policy (OIP) using NetBackup. There are two
OIP options available:
See “Create the Oracle Intelligent Policy for Oracle accelerator backups”
on page 35.
See “Create the Oracle Intelligent Policy for database dump backups”
on page 43.
 Chapter 2
Creating an appliance
Share
This chapter includes the following topics:

■ Creating a Share

■ NFS export options

Creating a Share
The following procedures explain how to create a Standard Share, Optimized Share,
or Universal Share from the web console or shell menu.
Before starting this procedure, determine what type of Share you want to create.
You can choose between a Standard Share, Optimized Share, or Universal Share.
■ Creating a Standard or Optimized Share from the NetBackup Appliance Web
Console
■ Creating a Standard or Optimized Share from the NetBackup Appliance Shell
Menu
■ Creating a Universal Share from the NetBackup Appliance Web Console

Creating a Standard or Optimized Share from the

NetBackup Appliance Web Console
The following procedure explains how to create a Standard or Optimized Share
from the NetBackup Appliance Web Console.
To create a new Share from the web console
1 Navigate to Manage > Storage > Shares
2 Click Create on the main Shares page.
 Creating an appliance Share 9
Creating a Share

3 Choose the type of share to create, which can be Standard or Optimized.

Note: If you have not created the Optimized Share Reserve, you are prompted
to create the Optimized Share Reserve during the first Optimized Share creation
process. Select the size of the Optimized Share Reserve, then click Create
Optimized Share Reserve. When creation completes, you can continue with
the next step.

4 Enter a name for the Share, for exampleshare_1.

5 Enter a short description for the Share, for example Test for share_1.
6 Enter the Share size, for example5GB.
7 Click Next.
8 Click Add Client, then enter the client name into the blue box.

Note: Client names can be entered using the short name, the FQDN, or the
IP format.

9 Click the arrow next to the NFS options to make modifications to the NFS
options for each client.
See “NFS export options” on page 11.
10 Click the checkmark to confirm that the NFS options you entered for each
client.
11 Click Next, then review the summary to confirm that the Share details are
correct.
12 Click Create Share to create the Share. A success message is shown when
the Share is created.
13 Click Close to return to the main Shares page.

Creating a Standard or Optimized Share from the

NetBackup Appliance Shell Menu
The following procedure explains how to create a Standard or Optimized Share
from the NetBackup Appliance Shell Menu.
To create a new Share from the shell menu
1 Open an SSH session to log on to the appliance as an administrator.
2 Enter the create command specific to Share you want to create:
 Creating an appliance Share 10
Creating a Share

■ Main_Menu > Manage > Storage > Create Share Standard creates a
Standard Share.
■ Main_Menu > Manage > Storage > Create Share Optimized creates
an Optimized Share.
The command guides you through the process of configuring a new Share.
3 Enter the Share name, for example share_1.
4 Enter a short description for the Share, for example Test for share_1.
5 Enter the allocated capacity for the Share, for example 5GB.
6 Enter a comma-separated list of Oracle server clients that can access the
Share, for example 10.100.0.2, 10.100.0.3.

Note: Client names can be entered using the short name, the FQDN, or the
IP format.

7 Enter the NFS export options for each of the Oracle clients. You are prompted
to enter options for each client you added in the previous step.
See “NFS export options” on page 11.
8 Once you have entered the NFS export options, a summary is displayed.
9 Enter yes to create the Share. A series of messages are displayed as the Share
is created.

Creating a Universal Share from the NetBackup Appliance

Web Console
The following procedure explains how to create a Universal Share from the
NetBackup Appliance Web Console.
To create a new Universal Share from the web console
1 Navigate to Manage > Storage > Universal Shares
2 Click Create on the main Universal Shares page.
3 Enter a name for the Share, for exampleshare_1.
4 Enter a short description for the Share, for example Test for share_1.
5 Click Next.
6 Choose a transport protocol from the Transport protocol drop down menu.
7 Choose Read-write or Read-only for Export options.
 Creating an appliance Share 11
NFS export options

8 Click Add Client, then enter the client name into the blue box.

Note: Client names can be entered using the short name, the FQDN, or the
IP format.

9 Click the checkmark to confirm the new client.

10 Click Next, then review the summary to confirm that the Share details are
correct.
11 Click Create Share to create the Share. A success message is shown when
the Share is created.
12 Click Close to return to the main Universal Shares page.
See “Copilot configuration overview” on page 7.
Refer to the NetBackup™ Copilot™ for Oracle Configuration Guide for more
information on configuring Oracle database backups.
Refer to the NetBackup™ for Oracle Administrator's Guide for more information on
Copilot in NetBackup software.

NFS export options

The following table describes the export options available for Share creation or
modification.

Option Description

ro Allows only read requests on the Share.

rw Allows both read requests and write requests on the Share.

no_root_squash Disables all root squashing.

Allows root account on client to access export share on server as the root
account.

root_squash Maps requests from UID and GID 0 to the anonymous UID and GID.

all_squash Maps all UIDs and GIDs to the anonymous user account.

By default, the NFS server chooses a UID and GID of 65534 for squashed
access. These values can be overridden by using the anonuid and
anongid options.
 Creating an appliance Share 12
NFS export options

Option Description

anonuid Sets the uid of the anonymous user account.

This option forces all anonymous connections to a predefined UID on a

server.

anongid Sets the gid of the anonymous account.

This option forces all anonymous connections to a predefined GID on a

server.

secure Requires that requests originate from an Internet port less than
IPPORT_RESERVED (1024).

insecure Disables the requirement that requests originate from an Internet port less
than IPPORT_RESERVED (1024).
 Chapter 3
Mounting an appliance
Share
This chapter includes the following topics:

■ Mounting an appliance Share

Mounting an appliance Share

This procedure covers how to mount the Share on Linux or Solaris Oracle server.
For more information about mounting the share on a Windows Oracle server, please
refer to documentation for configuring Direct NFS (dNFS) at http://docs.oracle.com/.

Note: Oracle Direct NFS (dNFS) is recommended for optimal NFS client
performance with Copilot.

Use the following procedure to mount the appliance Share.

Mount an appliance Share
1 Log on to the Oracle server as root.
2 Create a directory for the mount point using the following command:
- #mkdir /mntpoint

3 Mount the appliance Share using the following command. Replace

<appliancename> with the name of the appliance and <share_name> with the
name of the share to be mounted.
■ For a Linux-based server, use:
 Mounting an appliance Share 14
Mounting an appliance Share

- #mount -t nfs <appliancename>:<share_name> -o

rw,bg,hard,nointr,rsize=1048576,wsize=1048576,tcp,actimeo=0,vers=3,timeo=600
/mntpoint

■ For a Solaris-based server, use:

- #mount -F nfs <appliancename>:<share_name> -o
rw,bg,hard,rsize=1048576,wsize=1048576,vers=3,forcedirectio,nointr,proto=tcp
/mntpoint

4 Grant the Oracle user permission to access the mount point using the following
command:
- #chmod 700 /mntpoint

- #chown <oracle_user>:<oracle_group> /mntpoint

Note: To change share permissions, the no_root_squash option must be

enabled when on the share. This option can be disabled when the permissions
have been changed. Use the Edit Share command to change the NFS options
of the share. See the NetBackup Appliance Administrator's Guide for more
information on editing a share.

Note: Before restarting, make sure to unmount Shares on all clients. If you
cannot perform this action, unmount the Shares on the clients, then remount
the Shares once the appliance has restarted fully.

See “Copilot configuration overview” on page 7.

 Chapter 4
Storage Lifecycle Policy
(SLP) configuration
This chapter includes the following topics:

■ Create a snapshot-based storage lifecycle policy for Copilot

■ Configure a second storage lifecycle policy for Copilot

■ Register the Oracle database credentials with NetBackup for Copilot

Create a snapshot-based storage lifecycle policy

for Copilot
Use the following procedure to create a snapshot-based storage lifecycle policy
(SLP) for Copilot using the NetBackup Admin console.
 Storage Lifecycle Policy (SLP) configuration 16
Create a snapshot-based storage lifecycle policy for Copilot

Create a snapshot-based SLP

1 Log on to the NetBackup Admin Console.
2 Right click, then select New Storage Lifecycle Policy.
 Storage Lifecycle Policy (SLP) configuration 17
Create a snapshot-based storage lifecycle policy for Copilot

3 Enter a policy name, then click Add.

4 Select Snapshot in the Operation drop-down menu.

 Storage Lifecycle Policy (SLP) configuration 18
Create a snapshot-based storage lifecycle policy for Copilot

5 Select No Storage Unit in the Destination storage drop-down menu, then

click OK.
 Storage Lifecycle Policy (SLP) configuration 19
Create a snapshot-based storage lifecycle policy for Copilot

6 Click Add...

7 Select Backup From Snapshot in the Operation drop-down menu.

 Storage Lifecycle Policy (SLP) configuration 20
Create a snapshot-based storage lifecycle policy for Copilot

8 Select the storage unit from the Destination storage drop-down menu, then
click OK.
 Storage Lifecycle Policy (SLP) configuration 21
Create a snapshot-based storage lifecycle policy for Copilot

9 Click Add...

10 Select Duplication from the Operation drop-down menu.

 Storage Lifecycle Policy (SLP) configuration 22
Create a snapshot-based storage lifecycle policy for Copilot

11 Select the storage unit from the Destination storage drop-down menu, then
click OK.
 Storage Lifecycle Policy (SLP) configuration 23
Configure a second storage lifecycle policy for Copilot

12 Review the configuration and verify that you have the snapshot backup and
duplication portion of the SLP setup correctly, then click OK.

See “Configure a second storage lifecycle policy for Copilot” on page 23.
See “Copilot configuration overview” on page 7.

Configure a second storage lifecycle policy for

Copilot
Use the following procedure to configure a second backup storage lifecycle policy
(SLP) for Copilot using the NetBackup Admin console.
 Storage Lifecycle Policy (SLP) configuration 24
Configure a second storage lifecycle policy for Copilot

Configure a second SLP

1 Log on to the NetBackup Admin Console.
2 Right click, then select New Storage Lifecycle Policy.
 Storage Lifecycle Policy (SLP) configuration 25
Configure a second storage lifecycle policy for Copilot

3 Enter a storage lifecycle policy name, then click Add.

4 Select Backup from the Operation drop-down menu.

 Storage Lifecycle Policy (SLP) configuration 26
Configure a second storage lifecycle policy for Copilot

5 Select the storage unit from the Destination storage drop-down menu, then
click OK.
 Storage Lifecycle Policy (SLP) configuration 27
Configure a second storage lifecycle policy for Copilot

6 Click Add...

7 Select Duplication from the Operation drop-down menu.

 Storage Lifecycle Policy (SLP) configuration 28
Configure a second storage lifecycle policy for Copilot

8 Select the storage unit from the Destination storage drop-down menu, then
click OK.
 Storage Lifecycle Policy (SLP) configuration 29
Configure a second storage lifecycle policy for Copilot

9 Review the configuration to verify that you have setup the stream portion of
the SLP setup correctly, then click OK.

10 Review the SLPs window to verify that both SLPs are active.

See “Register the Oracle database credentials with NetBackup for Copilot”
on page 30.
 Storage Lifecycle Policy (SLP) configuration 30
Register the Oracle database credentials with NetBackup for Copilot

See “Copilot configuration overview” on page 7.

Register the Oracle database credentials with

NetBackup for Copilot
Use the following procedure to register the Oracle database credentials with
NetBackup.
 Storage Lifecycle Policy (SLP) configuration 31
Register the Oracle database credentials with NetBackup for Copilot

Register the Oracle database credentials

1 Right click on the instance, then select Register.
 Storage Lifecycle Policy (SLP) configuration 32
Register the Oracle database credentials with NetBackup for Copilot

2 Enter the proper credentials for the instance, then click OK.
 Storage Lifecycle Policy (SLP) configuration 33
Register the Oracle database credentials with NetBackup for Copilot

3 Review the instance window to verify the instance is registered correctly.

See “Oracle Intelligent Policy configuration options for Copilot” on page 34.
See “Copilot configuration overview” on page 7.
 Chapter 5
Oracle Intelligent Policy
(OIP) configuration
This chapter includes the following topics:

■ Oracle Intelligent Policy configuration options for Copilot

■ Create the Oracle Intelligent Policy for Oracle accelerator backups

■ Create the Oracle Intelligent Policy for database dump backups

Oracle Intelligent Policy configuration options for

Copilot
There are two options available during the OIP configuration for Copilot. You can
choose between the following two options:
■ Database Backup Shares
Select this option to perform database dump backups.
See “Database dump backup details” on page 6.
See “Create the Oracle Intelligent Policy for database dump backups”
on page 43.
■ Whole Database - Datafile Copy Share
Select this option to perform Oracle accelerator backups.
See “Oracle Accelerator backup details” on page 6.
See “Create the Oracle Intelligent Policy for Oracle accelerator backups”
on page 35.
 Oracle Intelligent Policy (OIP) configuration 35
Create the Oracle Intelligent Policy for Oracle accelerator backups

Create the Oracle Intelligent Policy for Oracle

accelerator backups
Use the following procedure to create the Oracle Intelligent Policy (OIP) for Oracle
accelerator backups.
Create the OIP for Oracle accelerator backups
1 In the left pane of the NetBackup Admin Console, expand NetBackup
Management > Policies.
2 Select Actions > New > Policy or right-click on All Policies in the center pane,
then click New Policy on the shortcut menu.
3 Select Oracle in the Policy type drop-down menu.
4 Select the stream policy you created earlier in the Policy storage drop-down
menu.
 Oracle Intelligent Policy (OIP) configuration 36
Create the Oracle Intelligent Policy for Oracle accelerator backups

5 Click the Instances and Databases tab, then select Protect Instances and
Databases.
 Oracle Intelligent Policy (OIP) configuration 37
Create the Oracle Intelligent Policy for Oracle accelerator backups

6 Click the Backup Selections tab, then select Whole Database - Datafile
Copy Share.

7 Click Browse to open the browse backup selections window.

 Oracle Intelligent Policy (OIP) configuration 38
Create the Oracle Intelligent Policy for Oracle accelerator backups

8 Select the instance name and location you want to include in the backup, then
click OK.
 Oracle Intelligent Policy (OIP) configuration 39
Create the Oracle Intelligent Policy for Oracle accelerator backups

9 Review the Backup Selection List and verify that the proper instance location
is selected.
The selected instance is the share mount point on the Oracle server.

10 Click the Schedules tab to create a full schedule.

11 Select Full Backup in the Type of backup drop-down menu and enter a name
for the schedule.
12 Select Override policy storage selection and choose the storage lifecycle
policy you created earlier for the snapshot.
 Oracle Intelligent Policy (OIP) configuration 40
Create the Oracle Intelligent Policy for Oracle accelerator backups

13 Click Add.

14 Select Archived Redo Log Backup from the Type of backup drop-down
menu and enter a name for the schedule.
 Oracle Intelligent Policy (OIP) configuration 41
Create the Oracle Intelligent Policy for Oracle accelerator backups

15 Click OK to confirm.
 Oracle Intelligent Policy (OIP) configuration 42
Create the Oracle Intelligent Policy for Oracle accelerator backups

16 Review the created schedule to verify that all selections are correct.
 Oracle Intelligent Policy (OIP) configuration 43
Create the Oracle Intelligent Policy for database dump backups

17 Click the Oracle tab to adjust any selections as needed.

18 Click OK to complete the setup.

See “Copilot configuration overview” on page 7.

Create the Oracle Intelligent Policy for database

dump backups
Use the following procedure to create the Oracle Intelligent Policy (OIP) for database
dump backups.
Create the OIP for database dump backups
1 In the left pane of the NetBackup Admin Console, expand NetBackup
Management > Policies.
2 Select Actions > New > Policy or right-click on All Policies in the center pane,
then click New Policy on the shortcut menu.
 Oracle Intelligent Policy (OIP) configuration 44
Create the Oracle Intelligent Policy for database dump backups

3 Select Oracle in the Policy type drop-down menu.

4 Select the stream policy you created earlier in the Policy storage drop-down
menu.
 Oracle Intelligent Policy (OIP) configuration 45
Create the Oracle Intelligent Policy for database dump backups

5 Click the Instances and Databases tab, then select Protect Instances and
Databases.
 Oracle Intelligent Policy (OIP) configuration 46
Create the Oracle Intelligent Policy for database dump backups

6 Click the Backup Selections tab, then select Database Backup Shares.
 Oracle Intelligent Policy (OIP) configuration 47
Create the Oracle Intelligent Policy for database dump backups

7 Click the Attributes tab, then select Perform snapshot backups and Retain
snapshot for Instant Recovery or SLP management.

8 Click the Options... button, then select remote_vxfs from the Snapshot
method for this policy drop-down menu.
 Oracle Intelligent Policy (OIP) configuration 48
Create the Oracle Intelligent Policy for database dump backups

9 Click OK to confirm.

10 Click the Schedules tab to create a full schedule.

11 Select Full Backup in the Type of backup drown-down menu and enter a
name for the schedule.
12 Select Override policy storage selection and choose the storage lifecycle
policy you created earlier for the snapshot.
 Oracle Intelligent Policy (OIP) configuration 49
Create the Oracle Intelligent Policy for database dump backups

13 Click Add.

14 Select Archived Redo Log Backup from the Type of backup drop-down
menu and enter a name for the schedule.
 Oracle Intelligent Policy (OIP) configuration 50
Create the Oracle Intelligent Policy for database dump backups

15 Click OK to confirm.
 Oracle Intelligent Policy (OIP) configuration 51
Create the Oracle Intelligent Policy for database dump backups

16 Review the created schedule to verify that all selections are correct.
 Oracle Intelligent Policy (OIP) configuration 52
Create the Oracle Intelligent Policy for database dump backups

17 Click the Oracle tab to adjust any selections as needed.

18 Click OK to complete the setup.

See “Copilot configuration overview” on page 7.