Policy Management

2
Policy Management
Policy Domain
Policy Set
Management
Class
Backup
Copy Group
Archive
Copy Group
3
Centrally Managed by Business Policy
Branch Office
Backups
TSM Server
Policy Domain 1
Backup Policy
Archive Policy
Space Policy
Policy Domain 2
Backup Policy
Archive Policy
Space Policy
Centrally defined policies manage data.
Allow different types of data to be treated
differently.
Disk pools
Optical pools
Tape pools
DB
WAN
4
How Tivoli Storage Manager Stores Client Data
TSM
Server
Disk pools
Optical pools
Tape pools
TSM
DB
1
2
3
5
How Policy-driven Backup Works
TSM
Server
Disk pools
Optical pools
Tape pools
1
2
3 4
TSM Database
Policy Domain
Policy Set
Management Class
Backup
Group
Backup or
Archive
Archive
Group
Space Policy
copy group
copy group
6
Policy Management Overview
Policy domain: Appserver
Policy set OLD
Policy set NEW
Policy set ACTIVE
MC1
Back
CG
Arch
CG
MC2
Arch
CG
NODES:
ACCTREP1
ACCTREP2
MKT1
. . .
SCHEDULES:
DAILY
WEEKLY
MONTHLY
. . .
Grace backup retention
Grace archive retention
Include c:\taxes\* 7YEARS
DSMC Archive -ARCHMc=MC

Client
Server
7
Policy Domain
Windows NT
Windows 2000 Server
SUN
Novell
DOMAIN 1
Node names
Win2Kname1
Novell
AIXname1
Policy set
MC
MC MC
Grace period backup
Grace period archive
DOMAIN 2
Node names
DOMAIN n
Node names
Windows 2000 Server
HP
SUN
AIX
Novell
DOMAIN 1
Node names
Win2Kname1
Novell
AIXname1
Policy set
MC
MC MC MC
Grace period backup
Grace period archive
DOMAIN 2
Node names
DOMAIN n
Node names
8
Policy Set Overview
Collection of management
classes
Only one active policy set
per policy domain
Any number of inactive
policy sets
Contains one default
management class
Stored in Server Database
Policy set names may be 1
to 30 characters
Policy domain
Policy set OLD
Policy set NEW
Policy set ACTIVE
MC1 STANDARD
default
MC SPECIAL
MC DEPT_M42
9
Management Class
Represents a service level
agreement.
Associated with:
backup copy group
archive copy group
Default management class
does not require a backup
copy or an archive copy
group.
Clients may explicitly select
a management class.
Store in Server Database.
Management class names
may contain 1 to 30
characters.
Copygroup STANDARD
type=archive
Copygroup STANDARD
type=backup
MC
Space
Parm
10
Copy Group
Parameters that control the generation and expiration of
backup and archive data.

Two types of copy groups: Backup and Archive.
MGMTCLASS can have 0, 1, 2 copy groups.
All copy groups are named STANDARD.

Copygroup STANDARD
type=backup
Copygroup STANDARD
type=archive
MC

Space
Parm
11
Copy Group Parameters
Set of backup parameters
frequency
mode (modified/absolute)
destination
copy serialization
# versions
# versions when file deleted
retention days for all but last version
retention days for last version when file deleted
Set of archive parameters
frequency (always Cmd)
mode (always ABSolute)
destination
copy serialization
retention days for archive copies

12
Default Server Policies
Policy Domain
STANDARD
Policy set
STANDARD
Backup Copy Group
STANDARD
Archive Copy Group
STANDARD
BACKRETention=30
ARCHRETention=365
Default domain on
REGister Node
13
Default Policy
Type = Backup
DESTination = Backuppool
FREQuency = 0
VERExists = 2
VERDeleted = 1
RETExtra = 30
RETOnly = 60
MODE = MODified
SERialization = SHRSTatic
Type = Archive
DESTination = Archivepool
FREQuency = Cmd


RETvr = 365
MODE = ABSolute
SERialization = SHRSTatic

Related Server Option EXPINterval hours

14
Storage Manager File Backup Process
2
1
3
4
5
6
2 1 3 4
5
2 1 3
4 5
2
1 3
4
2 1
3
2 1
1 C
C
C
C
C
Resume.doc
C= changed
Day Backup Versions
15
Storage Manager File Backup Process (cont.)
2
1
3
4
5....
?
2 1 3 4
2 1
3
2
1
1
C
C
C
C
Resume.doc
Day Backup Versions
A
A
I
A I
I
A I I
Gone
?
2 3 4
A
I I
2
3
4
A I I
A=active
I=inactive
16
Storage Manager File Backup Process (cont.)
2
1
3
4
5
?
2 1 3
2 1 3
2 1 3
2 1 3
2 1
1
C
C
C
ERASE Resume.doc
Day
Backup Versions
A I I
A I
A
A=active
I=inactive
17
Storage Manager Archive File Management
TUESDAY
WEDNESDAY
THURSDAY
FRIDAY
MYFILE.CHT
(Retain Archive Copy = n days)
Deleted
No Versioning
18
Deriving the MC
USE:

MC specified on INCLUDE

otherwise

Default MC in policy domain


USE:

MC specified on
DSMC Archive -ARCHMc=
GUI panel

otherwise

MC specified on INCLUDE

otherwise

Default MC in policy domain


Incremental/Selective Backup Archive
19
Binding and Rebinding the MC
Incremental/Selective Backup
MONDAY
WEDNESDAY
NEW_MC /OLD_MC
FRIDAY
Inactive
versions
Active
version
NEW_MC
Archive
MONDAY
FRIDAY
MC_ARCH1
TUESDAY
MC_ARCH2
POLICY.TXT
POLICY.TXT
POLICY.TXT
n MC bound to file during backup.
n All backup versions of a file are
bound to the same MC.
n Backup versions of a file can be
rebound to a different MC.
n MC bound to file during archive.
n Archive files are never rebound to a
different MC.
n Different archives of the same file
may have a different MC.
20
Rebinding MGMTCLASS to Backup Versions

1

Client changes MGMTCLASS on
include


MGMTCLASS on include

2

Node assigned to new domain and
MGMTCLASS does not exists


Default MGMTCLASS

3

MGMTCLASS deleted by
administrator


Default MGMTCLASS
Rebinding Instance: MGMTCLASS used:
Rebinding occurs:
Client runs next backup (incremental/selective)
All backup versions rebound to new
MGMTCLASS

4

Node assigned to the new domain that
exists


That MGMTCLASS
21
Policy Domain Grace Retention Periods
Specified on DEFine DOmain command
Backup retention grace period (BACKRETention=30).
Archive retention grace period (ARCHRETention=365).
Used when defaults MGMTCLASS has no copygroup for
backup/archive AND...
MGMTCLASS for backup no longer contains backup copy group.
MGMTCLASS for an archive no longer contains archive copy group.
MGMTCLASS no longer exists.