Configuring Policy-Based Media Management with Oracle Secure Backup 10.2

This tutorial shows you how to manage your tape backup media with the Oracle Secure Backup 10.2 Web tool by using policies for rotation (also known as "tape vaulting") and volume duplication.

Approximately 45 minutes.

Topics

This tutorial covers the following topics:

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Overview

This tutorial covers the tape vaulting process, which is configured by volume rotation policies, and volume duplication. While both are optional configuration settings, they are independent of each other. However, if a duplication policy has been established for a tape, then OSB will duplicate this tape before executing the rotation policy. This insures that the duplication requirement is completed, before tapes are shipped offsite.

To use tape vaulting, you must configure the following:

Operators perform the following tasks:

A real-life example, not covered in this tutorial: You may want to maintain one set of backup tapes onsite for one month and send a copy of the tapes offsite for disaster recovery and long-term storage requirements (for example, for 7 years). In this scenario, your backup is associated with the onsite_1m media family (with a one-month retention and either no rotation policy or a rotation policy to an onsite storage location). The onsite_1m media family has a duplication policy that copies the tapes to the offsite_7y media family (which has a 7-year retention, no duplication policy and a rotation policy to desired storage location for 7 years).

 

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Before starting this tutorial, you should:

1.

Have performed the "Installing and Configuring Oracle Secure Backup 10.2 " tutorial and met all prerequisites listed there.

 

2.

Have performed the "Performing Encrypted Backups with Oracle Secure Backup 10.2 " tutorial, either all topics or at a minimum the following ones:

  • Configuring Host Encryption Policies in Oracle Secure Backup
  • Performing an Encrypted File System Backup

 

3.

For this tutorial you need to know the following details:

  • Password of the SYS Oracle user: SYS_password
  • Password of the oracle OS user account: host_password
  • Password of the admin OSB user: admin_password
  • Password of the oracle OSB user: host_password
  • Enterprise Manager URL: https://<host machine>:<port>/em
  • Oracle Secure Web tool URL: https://<host machine>/index.php

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Defining Media Storage Locations

In this topic you view automatically created active locations (tape devices within the backup domain) and configure new media storage locations.

To define media locations, perform the following steps:

1.

To start the OSB Web tool, open your web browser and enter your URL in the following format:

https://<host machine>/index.php

2.

On the Oracle Secure Backup Login page, enter admin as User Name and your admin_password, then click Login.


3.

On the OSB Web tool Home page, click Preferences in the top-right corner.

 

4.

Select the On Setting for Extended command output, then click Apply.

The page does not change, when you click Apply. You can see the result of this change in the Extended Command Output area (step 6).

Note: This is an optional setting which the OSB commands issued at each step.

 

5.

Click Configure, then click Locations (in the Media Life Cycle section).

 

6.

On the Configure: Locations page, you see that Oracle Secure Backup has automatically created locations for you:

  • The Media_Recycle_Bin location can be used as a temporary "holding" location, when tapes are ready for reuse.
  • When you configured devices (while executing the Configuring Policy-Based Media Management with Oracle Secure Backup 10.2 tutorial), vlib and vlib2 were automatically created as "active locations".

To define a new location, click Add.

 

7.

On the Configure: Locations > New Locations page, enter offsite_location as Location and 3 minutes as Recall time, then click Apply.

Note: The Recall time is the time needed to return tapes for restoration. Recall time is an optional parameter, but its use is recommended, especially when you plan to use duplication policies. OSB considers this information and initiates restore operations (from original or duplicate tapes) with the shortest recall time.

You should receive a success message. Click OK.

 

8.

On the Configure: Locations page, click the Configure link in preparation for the next task.

 

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Defining Rotation Policies

In this topic you define a rotation policy, which is made up of three rotation rules. The values are for test and demonstration purposes only.

To define a rotation policy consisting of three rules, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Rotation Policies on the Configure page.

 

2.

On the Configure: Rotation Policies page, click Add.


3.

On the Configure: Rotation Policy > New Rotation Policy page, enter quick_test_rotation as Rotation Policy and then click Apply.

You should receive a success message.

 

4.

In the Rotation rule(s) section, select or enter the following values, then click Add to define your first rotation rule:

Location: vlib
Event: windowclosed
Duration: 5 minutes

Your first rotation rule (which must use a volume in an active location) appears in the display section above your definition area. In this example, the tapes (per media family) are eligible for movement five minutes after the writewindow has closed. This implies that the media family must have a write window parameter specified.

 

5.

To define your second rotation rule, select or enter the following values, then click Add:

Location: offsite_location
Event: arrival
Duration: 8 minutes
Comments: Test volume takes 8 minutes to arrive at offsite_location

Later, when a media movement job is executed, OSB assumes the volumes are at the next scheduled location and does not take the shipping time into account.

 

6.

To define your third rotation rule, select or enter the following values, then click Add:

Location: Media_Recycle_Bin
Event: arrival
Duration: 6 minutes

The Media_recycle_bin is a holding location. When you return a tape device to the Media_recycle_bin or another user-configured location, then OSB considers the tape to be at the end of its rotation policy. OSB does not associate the tape with another rotation policy until the tape is reused. Then OSB will use the new media family and rotation policy (if any).

 

7.

Click OK, to add these rules to the quick_test_rotation policy.

You should receive a success message.

 

8.

Click the Configure link in preparation for your next task.

 

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Defining Volume Duplication Policies (optional)

In this optional topic you define volume duplication policies. First you will view the Volume Duplication Window, a time window in which duplication jobs can be run. Then you will define a duplication policy within this time window. These steps are for demonstration purposes only: you will not execute any duplication jobs, because this tutorial uses virtual devices, for which duplication is not supported. However, if you define volume duplication in your own environment, you must complete the following additional tasks:

  1. Associating your duplication policy with a media family
  2. Scheduling a volume duplication

To define a volume duplication policy, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Volume Duplication Windows on the Configure page, to view the default time window for duplication.

 

2.

View the time range of the default daily window (which is 10:00-20:00), then click the Configure link.

 

3.

To configure a volume duplication policy, click Volume Duplication Policies (in the Media Life Cycle section).

 

4.

On the Configure: Volume Duplication Policies page, click Add to create a new policy.

 

5.

On the Configure: Volume Duplication Policies > New Volume Duplication Policies page, enter or select the following values, then click Apply:

Volume Duplication Policy: additional_copy
Trigger Time: 1 seconds after windowclosed
Media family: OFFSITE_7Y
Number of duplicates: 1

Duplicate tapes can be made in the same or a different media family than the original tapes. If the same media family is used, then the duplicated tapes have the same retention and rotation schedule (if any) as the original ones. If a different media family is used, then the duplicate tapes have the retention and rotation schedule (if any) of the new media family.

 

6.

You should receive a success message .

Click OK.

7.

You should receive a success message. Click the Configure link in preparation for your next task.

Note: If you were to continue your configuration of volume duplication, then you would navigate to OSB Web tool > Configure > Media Families: select your media family, click Edit and associate the Volume duplication policy.

And you must schedule a volume dupliation job via OSB Web tool > Manage > Schedule Volume Duplication.

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Associating a Rotation Policy with a Media Family

In this topic you connect a rotation policy with a media family. You defined all test values by executing previous topics.

 

To associate a rotation policy with a media family, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Media Families on the Configure page.

 

2.

On the Configure: Media Families page, select the offsite_test media family, then click Edit.


3.

On the Configure: Media Families > offsite_test page, enter or select the following values, then click Apply:

Rotation Policy: quick_test_rotation
Write window: 5 minutes
Comment: Added rotation policy

Note: The Write window is the period of time for which a volume set is open for updates. If the file system backup that you executed when performing the "Performing Encrypted Backups with Oracle Secure Backup 10.2" tutorial was longer, then adjust the value for the Write window.

 

4.

You should receive a success message.

Click OK.

5.

On the Configure: Media Families page, you should receive a success message. Click Backup in preparation for your next task.

 

 

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Performing a File System Backup

In this topic you backup the TEST1 dataset. The prerequisites ensure that you defined the TEST1 dataset and that you configured encryption policies for host01.

 

To backup data in a file system, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Backup Now on the Backup page.

 

2.

On the Backup Now page, click Add.

 

3.

On the Options page, select or enter the following, then click OK:

Datasets: TEST1
Restrictions: vdte1@host01
Backup level: full
Media family: offsite_test
Encryption: no

Note: You can select Encryption: no, because your host policy is already set to required.

You should receive a success message.

 

4.

On the Backup Now page, select the TEST1 dataset and click Go.

 

5.

Note your job id and click Home. Your job id is most likely different.

 

6.

On the OSB Home page, click the transcript icon before your Job ID.

 

7.

In the Job Transcript Viewer scroll through the output file and review it. For example, you might notice the encryption algorithm (which was defined in the host encryption policies). When you are finished reviewing the output, click Close.

 

 

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Scheduling a Location Scan

In this topic you schedule a location scan. A location scan instructs Oracle Secure Backup to scan the OSB catalog for volumes which are eligible to be moved. The scan control jobs are executed automatically.

Based on the results of a scan control job, "pending" media movement jobs can be created. These jobs are "pending" until they are explicitly run by an operator, who usually also takes care of associated tasks, such as physically transporting tapes, and so.

To schedule a location scan, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Schedule Location Scan on the Manage page.

2.

On the Manage: Schedule Location Scan page, click Add.


3.

On the Manage: Schedule Location Scan > New Schedule Location Scan page, enter schedule_location as Schedule Location Scan, select all Locations and then click Apply.

4.

You should receive a success message.

Click Triggers.

5.

On the Triggers page, click Select_daily (which selects all days for you), enter or select a time that is a couple of minutes into the future. This example uses 10 hours as Time. Then click Add.

Note: If you see during the next topic, that no scan was executed, return to this step to edit the schedule_location schedule by adding another "time trigger" with values that are appropriate for your environment.

 

6.

You should receive a success message. Click the schedule_location link to return to the previous page.

7.

On the Manage: Schedule Location Scan > schedule_location page, click OK.

8.

You should receive a success message. Click the Manage link in preparation for your next task.

 

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Executing a Media Movement Job

In this topic you view the automatically executed scan control job and then you execute a media movement job.

Note: You may encounter predefined wait time before the media movement job appears, because the offsite_test media family has a Write Window of 5 minutes and a "Keep Volume Set" duration of 10 minutes. Also your rotation policy has a Write Window of 5 minutes (unless you specified your own time, while executing step 3 in the "Associating a Rotation Policy with a Media Family" topic).

 

To execute a media movement job, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Jobs on the Manage page.

2.

On the Manage: Jobs page under Viewing options, select the scan control Types and the following check boxes: Active, Complete and Pending. Then click Apply.


3.

Your resulting job list will look different. On the Manage: Jobs page, select the last volume vaulting scan job (if you have more than one) and then click Show Properties.

Note: If you do not have any scan jobs, return to step 5 of the previous task "Scheduling a Location Scan".

 

4.

Review the Job Properties and then click Close.

 

5.

On the Manage: Jobs page, select the last volume vaulting scan job (if you have more than one) and then click Show Transcript.

 

6.

Select Level: 2 Verbose and then click Apply.

 

7.

Review the job transcript. You should see the pending media movement job. If you do not see your media movement job, wait and occasionally refresh your page until it appears. Then click Close.

 

8.

On the Manage: Jobs page under Viewing options, select the media movement Types and the following check boxes: Active, Complete and Pending. Then click Apply.


9.

Your resulting job list might look different. On the Manage: Jobs page, select the media movement for vlib job and then click Run.

 

 

10.

Select Now and Media Movement as Run Option and then click Apply.

Oracle Secure Backup executes the media movement job. You should receive a success message.

 

11.

On the Manage: Jobs page, select your media movement job and then click Show Properties.

 

12.

You should see: operation completed with no error. When you are finished reviewing the job properties, click Close.

 

13.

On the Manage: Jobs page, select your media movement job and then click Show Transcript.

14.

Review the job transcript. You should see that your volume moved to the next location, as specified by your rotation policy. When you are finished reviewing the job transcript, click Close.

15.

Click the Manage link in preparation for your next task.

 

 

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Viewing Tape Rotation Reports

In this topic you view location and job reports.

To view tape rotation reports, perform the following steps:

1.

Logged into the OSB Web tool as admin user with the admin_password, click Location Reports on the Manage page.

2.

On the Manage: Location Reports page, select the following values, then click View Report:

Location: offsite_location
Type: location


3.

Review the report. Your volume is in the offsite_location. The next location for your volume is the Media_Recycle_Bin, as defined in your volume rotation policy. (The next planned location is only listed within a report after the first movement to a new location.)

When you are finished revewing the report, click Close.

4.

Click Manage.

5.

On the Manage page, click Job Reports.

A distribution and a pick report are automatically generated for each media movement job.

6.

Select the pick report and click View Report.

7.

Review the pick report. It shows all volumes that need to be physically moved by an operator. When you are finished revewing the report, click Close.

8.

Select the distribution report and click View Report.

9.

Review the distribution report. A distribution report is similar to a packing list, which is shipped with all volumes to the next location. When you are finished revewing the report, click Close.

10.

Click Logout in the top-right corner to leave the OSB Web tool.

 

 

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In this lesson, you learned how to:

Define Media Storage Locations

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To learn more about Oracle Secure Backup you can refer to:

Additional OBEs on the OTN Web site.
Demonstration material (viewlets )

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