Install the NetWare Server Agents - Custom Install

Click on a link below to go to a specific section of the software installation:

Install Requirements
The NetWare Agents are remotely installed from a Novell Client computer to the NetWare Server(s). This installation procedure describes the installation of all four NetWare Agents:
  • NDS iDataAgent
  • NetWare File System iDataAgent
  • Novell GroupWise iDataAgent
  • File Archiver for NetWare Agent

Verify that the NetWare server to which you are installing and the Novell client from which you are installing satisfies the minimum requirements specified in the following System Requirements:

In order to secure the File System data on all NetWare servers, you must install the File System iDataAgent to each NetWare server.

In order to secure GroupWise data, the GroupWise iDataAgent must be installed on each GroupWise server.

When you select the File Archiver for NetWare Agent for install, the NetWare File System iDataAgent is automatically selected for install.

It is not necessary to install the NDS iDataAgent to every NetWare server because the same NDS data can be backed up from any server in the same tree. You may want to split your NDS backup to match your partitions. See the figure below for an example NDS installation.

Example: This diagram illustrates a typical NDS installation. The tree, Company, consists of two partitions, hence two replica rings. Notice that while the File System iDataAgent is installed on all the servers, the NDS iDataAgent is installed on one server from each of the replica rings. The NDS iDataAgent is not installed on server USA_2, as their NDS data will be secured through server USA_1.

For maximum efficiency, it is recommended that you select one NetWare server in each replica ring, and install the NDS iDataAgent to this server.

Custom and Express Installation Modes

The install program allows you to install multiple MediaAgents and Agents at the same time, using either the Express or Custom installation modes. If you are installing on only one computer the modes do not apply.

Custom Installation Mode

The custom mode is useful to customize each installation. Use the Custom mode when you wish to:

  • Install MediaAgents and/or Agents attached to multiple CommServes
  • Assign unique configurations for each of the MediaAgents and/or Agents

Express Installation Mode

The Express mode is useful to rapidly install multiple MediaAgents and/or Agents. Use the Express mode when all the MediaAgents and/or Agents that you wish to install can have the following options:

  • The same CommServe
  • The same path structure for the install directory
  • The same path structure for the Index Cache directory (for MediaAgents)
  • The same path structure for the Job Results directory

For step-by-step instruction on installing the NetWare Agent using the express mode, see Install the NetWare Server Agents - Express Install.

Review the following Install Requirements before installing the software:

General

  • Agents should be installed only after the CommServe and at least one MediaAgent have been. Also, keep in mind that the CommServe® software and MediaAgent must be installed and running (but not necessarily on the same computer), before you can install the Agent.
  • This software should be installed in a CommCell component with current versions of the CommServe Server and MediaAgent software.
  • Close all applications and disable any programs that run automatically, including anti-virus, screen savers and operating system utilities. Some of the programs, including many anti-virus programs, may be running as a service. Stop and disable such services before you begin. You can re-enable them after the installation.
  • Ensure there is an available license on the CommServe software for the Agent.
  • Verify that you have the software installation disc that is appropriate to the destination computer’s operating system.
    Make sure that you have the latest software installation disc before you start to install the software. If you are not sure, contact your software provider.

Firewall

  • If the CommServe® Server, MediaAgent and/or Clients communicate across two-way firewall(s):
    • Ensure port 8400 is allowed connections through the firewall.
    • In addition a range of bi-directional ports (consecutive or discrete) must also be allowed connections through the firewall.

     For information on configuring the range of ports, see Port Requirements for Two-way Firewall.

  • If the CommServe Server, MediaAgent and/or Clients communicate across one-way firewall(s):
    • Identify a range of outbound ports (consecutive or discrete) for use by the software.

     For information on configuring the range of ports, see Port Requirements for One-way Firewall.

  • If the MediaAgent/Client communicates with the CommServe Server across a one-way firewall, you must add the MediaAgent/Client host name (or the IP address) in the CommServe computer before installing the necessary software on the MediaAgent/Client computer.

Agent Specific

  • If there is an agent installed on the Novell Client computer you will be using to run the installation, then configuring firewall settings will conflict with running services. To prevent this, stop all running base services on the Novell Client computer before you begin installation. Start them after the installation is complete. For more information, see Services.
  • If your network does not have the DNS lookup or some other name resolution facility, open the hosts file and enter the FQDN (Fully Qualified Domain Name) and IP address of the CommServe computer. The host’s file is usually located in the SYS:\ETC directory.

Install Checklist
Collect the following information before installing the software. Use the space provided to record the information, and retain this information in your Disaster Recovery binder.
1. Install folder location:________________________________________________________________

See Select Components for Installation for more information.
2. If the CommServe Server and the client computer communicate across a firewall:

Firewall ports: ______________________________________________________________________

Hostnames and/or IP Addresses and corresponding GxCVD port numbers of computers on the other side of the firewall:______________

Keep Alive Interval minutes:____________________________________________________________

Hostname for outgoing tunnel connections:_________________________________________________

Tunnel Initialization Interval seconds:_____________________________________________________

See Firewall Configuration for more information.
3. CommServe Host Name or the CommServe IP address:______________________________________

See Configuration of Other Installation Options for more information.
4. Job result folder location:________________________________________________________________

If necessary, Name and Password for the specified folder:_______________________________________

See Configuration of Other Installation Options for more information.
5. Start Date and Start Time for Automatic Updates Schedule:_________________________________________

See Schedule Automatic Update for more information.
6. Local computer's Host name (NetBIOS name) or IP address____________________________________

See Configure Client Name for more information.

Record this information for each server you select for installation.
7. Storage Policy used by the default subclient:________________________________________________

See Storage Policy Selection for more information.

Record this information for each server you select for installation.
8. Account Information

Account Name:_________________________________________________________________________

Account Password:______________________________________________________________________

See Configure Account Information for more information.

Record this information for each server you select for installation.

Before You Begin
  • From a Novell client, log on to the NetWare server you want to install as a user with Supervisor rights or use an account that has Read/Write/Modify/Erase/Create/File Scan rights to the SYS:SYSTEM directory.
  • For the Novell GroupWise iDataAgent, either the GWTSA.NLM or the TSAFSGW.NLM should be loaded prior to install. See Post-Install Considerations for an example of how to load each.

Install Procedure
Getting Started
1. Place the software installation disc for the Windows platform into the Novell client’s disc drive or a mapped disc drive on another computer or a network share.

If the installation menu does not appear:

  1. Click Start on the Windows task bar, and then click Run.
  2. Browse the installation disc drive, right-click Setup.exe, then click Open.

In the language screen, click the down arrow, select the desired language from the pull-down list, and then click Next to continue.

 
2. Select the option to install software.

NOTES

  
3. Select the option to install software on a NetWare server.

NOTES

  • The options in this menu depend on the computer in which the software is being installed.
  
4. Read the Welcome screen.

Click Next to continue, if no other applications are running.

  
5. Select Install from the Install/Uninstall Selection screen.

Click Next to continue.

  
6. Read the license agreement, then select I accept the terms in the license agreement.

Click Next to continue.

 

Select Components for Installation
7. The install program automatically discovers the available NetWare servers.

Select the NetWare server(s) to which you want to install the Agent(s). You can select multiple servers, provided you have supervisor rights on each one.

NOTES

  • If the install program was unable to discover an existing server, its name can be added to the Available Servers list by manually entering the name, and clicking Add Server.
  • To add and remove existing servers to and from the Selected Servers list, use the Add and Remove buttons.
    • If you are not logged on to the selected server(s), the Novell Login dialog box appears. To install software to the server(s), you must log on as a user with Supervisor rights or use an account that has Read/Write/Modify/Erase/Create/File Scan rights to the SYS:SYSTEM directory.
    • If your account on any available NetWare server does not have the appropriate rights, a dialog box warns you that you do not have the authority to install to that server. The server remains in the list of available servers. To install to that server, you must log off and log back on as a user with the appropriate rights.

Click Next to continue.
8. Select any or all of following the Agent(s) you want to install.
  • iDataAgent for NetWare File System
  • iDataAgent for Novell Directory Services (NDS)
  • iDataAgent for NetWare GroupWise
  • NetWare MediaAgent
  • Agent for NetWare File System DataArchiver

NOTES

  • This screen is repeated for each server selected for installation.
  • If you are installing the NDS iDataAgent, it is recommended that you install it to one NetWare server on each partition in order to increase the efficiency of back up and restore procedures. See Install Requirements for more details.
  • If you are installing the NetWare File System DataArchiver, then the NetWare File System iDataAgent is automatically selected for install.
  • The GroupWise iDataAgent will only be selectable for installation on GroupWise servers.

Click Next to continue.
9. Select Custom to install the software and assign unique configurations for each of the selected NetWare servers.

NOTES

  • In Express mode, the install program leads you through an install in which you assign common installation options across all servers in one pass. Use this mode to expedite your install if you are configuring multiple servers to the same CommServe.
  • In Custom mode, the install program leads you through an install in which you assign unique configurations for each of the selected NetWare servers in turn. While configuring options, each dialog box clearly indicates if you are working in Express mode or working on a specific server’s configuration settings.
  • This screen will not appear if you have selected one server for installation.

Click Next to continue.

Destination Path
10. Accept the default Destination Path or enter an alternate install path.

NOTES

  • In an Express install the Browse button is disabled.
  • Destination folders:
    • must follow DOS naming conventions
    • must not exceed a length of 8.3 characters
    • must not use the following characters when specifying the destination folder:
       / : * ? " < > |
      It is recommended you use alphanumeric characters only.

Click Next to continue.

Firewall Configuration
11. Select from the following:
  • If this Client communicates with the CommServe Server and/or MediaAgent across a firewall, select Yes, configure firewall services, and then click Next to continue. Proceed to the next Step.
  • If firewall configuration is not required, click No, do not configure firewall services and then click Next to continue. Proceed to the next section.

NOTES

  • Operating systems, such as Windows 2008 and Windows Vista, may have more than one profile present. When you select No to configure firewall services, verify that firewall settings are not enabled in the profile(s).
  • If the system detects firewall settings are present in the profile(s), you must select from the following:
    • Disable firewall for ALL profiles: Employ caution when choosing this option; firewall settings will be disabled in all profiles. This requires a system reboot; installation automatically resumes after reboot.
    • No, Firewall is not enabled: Select this option if your firewall settings allow communication with the CommServe computer.
      Click Back to configure firewall services.
12. Click the Specify list of machine across the firewall option and then specify the list of hosts separated from this computer by a firewall. Make sure you correctly describe whether the firewall allows two-way communication (but on a limited range of ports), or one-way communication (with either only remote host being able to make connections to this computer, or vice versa).

For all one-way firewalls allowing incoming connections and those one-way firewalls allowing outgoing connections without additional port filtering, skip this step.

Click Next to continue.

NOTES

  • Consider the following:
    • On the CommServe Server, this list should include all the MediaAgents and Clients that are on the other side of the firewall.
    • On the MediaAgents/Clients this should include the CommServe computer, and any other Clients/MediaAgents on the other side of the firewall with which communications will be established.
  • For each machine on the other side of the firewall that you want to configure, choose the type of firewall configuration based on the firewall setup in your environment. Choose from the following options:
    • Click on 2-way firewall if you can open certain ports as bi-directional ports.
    • Click 1-way firewall; host is reachable from this machine on the machine that is on the secure side of the firewall.
    • Click 1-way firewall; host is NOT reachable from this machine on the machine that is on the public / DMZ side of the firewall.
  • If you wish to communicate with computers in a clustered environment, ensure that you add the Host Name/IP Address of all physical nodes in the cluster (even if no CommCell components are installed) and all the virtual nodes in which CommCell components are installed.
  • Type the host name or the IP address and the GxCVD port number of the host name, and click Add to place it in the Host Name/IP Address List.
13. Click the Specify list of restricted open ports option and then specify the port range. Add the starting and ending port range and then click Add to place it in the Open Port List. Repeat as needed.

If firewall separating this computer from others allows incoming connections, but these connections can be made only on a limited set of ports, then configure the appropriate port range here. For all other scenarios, skip this step.

Note that if you do not specify hostname(s) as well as port number(s), then the firewall services will not be configured.

NOTES

  • Typically in a two-way firewall, the open ports must be indicated for all computers. In a one-way firewall, the ports must be specified on computers in the open side, if they are open in a restricted way. Note that the port ranges are not required for computers that are fully closed in the one-way firewall. For example, laptops which are configured as clients in the Workstation Backup Agent.
  • In a clustered environment, make sure the firewall ports specified here are open for communication on all the physical nodes as well as the virtual nodes.

Click Next to continue.
14. If desired, modify the Keep Alive interval.

Click Next to continue.
15. Optionally, select Advanced Firewall Configuration and specify a local host name interface to use for outgoing tunnel connections through the firewall. Otherwise, the interface and port is automatically selected for you by the OS.

Click Next to continue.
16. If desired, modify the Tunnel Initialization interval.

Click Next to continue.

Configuration of Other Installation Options
17. Enter the fully qualified domain name of the CommServe computer. (TCP/IP network name. e.g., computer.company.com)

NOTES

  • Do not use spaces when specifying a new name for the CommServe Host Name.
  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same Server Name as previously specified.

Click Next to continue.
18. Enter the username and password information for an external domain user account or a CommCell user account. This authorizes the installation of an agent on the CommCell.

NOTES

  • This window is only displayed when the Require Authentication for Agent Installation option is selected in the CommCell Properties. Users must belong to a User Group with Administrative Management capabilities to enable this feature. For more information, see Authentication for Agent Installs.

Click Next to continue.
19. Select one of the Load Options:
  • Automatically load the software onto the server after installation.
  • Automatically load the software each time you restart the server.

NOTES

  • If you choose not to autoload the agents after installation, you will need to manually load the Agents onto each server after completing the installation.

Click Next to continue.
20. Specify the location of the client’s job results directory.

NOTES

  • The Agent uses the job results directory to store the client’s backup and restore job results.
  • In an Express install the Browse button is disabled.
  • Job results folders:
    • must follow DOS naming conventions
    • must not exceed a length of 8.3 characters
    • must not use the following characters when specifying the destination folder:
      % * ? < > |
      It is recommended you use alphanumeric characters only.

Click Browse to change directories.

Click Next to continue.

Schedule Automatic Update
21. If necessary, select this option to schedule an automatic installation of software updates.

NOTES

  • Install Updates Schedule allows automatic installation of the necessary software updates on the computer on a single or weekly basis. If you do not select this option, you can schedule these updates later from the CommCell Console.
  • To avoid conflict, do not schedule the automatic installation of software updates to occur at the same time as the automatic FTP downloading of software updates.
  • You may be prompted to reboot the computer before restarting services.

  • If a component has already been installed, this screen will not be displayed; instead, the installer will use the same option as previously specified.

Click Next to continue.

Configure Client Name
22. Enter either of the following:
  • If resolvable, the local (NetBIOS) name of the client computer.
  • The TCP/IP IP host name of the NIC that the client computer must use to communicate with the CommServe.

NOTES

  • This dialog box will appear once for each server selected for installation. For example, if you are installing four servers, this dialog box will appear four times.
  • The name of the NetWare server you are configuring is indicated in each screen. In an Express install, this dialog box will repeat for each server selected for installation.

Click Next to continue.

Storage Policy Selection
23. Configure storage policies for the NetWare File System if selected for installation. Select the storage policy through which you want to back up/archive the indicated component (subclient, instance, etc.)

NOTES

  • A storage policy directs backup data to a media library. Each library has a default storage policy.
  • When you install an Agent, the install program creates a default subclient for most Agents.
  • If desired, you can change your storage policy selection at any time after you have installed the client software.
  • If this screen appears more than once, it is because you have selected multiple agents for installation and are configuring storage policy association for each of the installed agents.

Click Next to continue.

Configure Account Information
24. Enter the Backup Account Information. By default, the install program uses the account of the user currently logged into the NetWare server.
  • To use the default user account, enter the password of that account.
  • To select a different user account, click Change Account. In the Select User dialog box, select from the tree of NetWare user accounts, and click OK.
  • To create a new user account, click Change Account. Then click Create New User. Enter the required account information, assign the desired rights to the new user, and click Create. The install program creates the account. In the Select User dialog box, select the new account from the tree, and click OK.

NOTES

  • In order to effectively back up and restore data, you must select a user account with the appropriate rights.
    • For the File System iDataAgent, GroupWise iDataAgent and File Archiver for NetWare Agent, it is recommended that the user account have supervisor rights to the server.
    • For the NDS iDataAgent, you must select a NetWare user account with supervisor rights to the root of the entire NDS tree.
  • Changing a network account requires about five minutes to be synchronized.

Click Next to continue.

See the NetWare Server iDataAgents section in User Accounts and Passwords for more information.
25. Configure storage policies for the NDS iDataAgent and/or GroupWise iDataAgent if they were selected for installation. Otherwise skip to the next step. Select the storage policy through which you want to back up/archive the indicated component (subclient, instance, etc.)

NOTES

  • A storage policy directs backup data to a media library. Each library has a default storage policy.
  • When you install an Agent, the install program creates a default subclient for most Agents.
  • If desired, you can change your storage policy selection at any time after you have installed the client software.
  • If applicable, enable Global Filters for the default subclient.
  • If this screen appears more than once, it is because you have selected multiple agents for installation and are configuring storage policy association for each of the installed agents.

Click Next to continue.
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You will be returned to Step to Destination Path for each server you have selected to configure for this custom installation. Once all of the servers have been configured, the install will continue.

Verify Summary of Install Options
26. Verify the summary of selected options.

NOTES

  • The Summary on your screen should reflect the components you selected for install, and may look different from the example shown.

Click Next to continue or Back to change any of the options.

The install program now starts copying the software to the computer. This step may take several minutes to complete.

Setup Complete
27. Setup displays the successfully installed components.

NOTES

  • The Setup Complete message displayed on your screen will reflect the components you installed, and may look different from the example shown.
  • If you install an Agent with the CommCell Console open, you need to refresh the CommCell Console (F5) to see the new Agents.

Click Finish to continue.
28. Click OK to exit the install program.

The installation is now complete.

NOTES

  • Schedules help ensure that the data protection operations for the Agent are automatically performed on a regular basis without user intervention. For more information, see Scheduling.

Post-Install Considerations

General

  • Install post-release updates or Service Packs that may have been released after the release of the software. If you are installing a Service Pack, verify and ensure that it is the same version as the one installed in the CommServe Server. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell component.
  • After installing the Agent, you may want to configure the Agent before running a data protection operation. The following list includes some of the most common features that can be configured:
    • Configure your subclients - see Subclients for more information.
    • Schedule your data protection operations - see Scheduling for more information.
    • Configure Alerts - See Alerts and Monitoring for more information.
    • Schedule Reports - See Reports for more information.

The software provides many more features that you will find useful. See the Index for a complete list of supported features.

Agent Specific

  • For the GroupWise iDataAgent, depending on your GroupWise system configuration, either the GWTSA.NLM or the TSAFSGW.NLM should be loaded prior to install as well as prior to loading client services each time the server is rebooted.

    If either the GWTSA.NLM or the TSAFSGW.NLM is not loaded, use the appropriate NetWare Command File (NCF) to load the NLM.   The following example pertains to the GWTSA.NLM, but also applies to the TSAFSGW.NLM:

    • Build the GWTSA.NCF file to specify where the GroupWise directories are located on the system using the following arguments:

      LOAD SYS:\SYSTEM\SMDR
      LOAD SYS:\SYSTEM\GWTSA /HOME-GROUPWISE:\GRPWISE\CVGWDOM\ /HOME-GROUPWISE:\GRPWISE\CVGWPO

  • The following configuration tasks are required before performing an Archive Operation using this DataArchiver Agent:

    • Create a Subclient - see Subclients - Migration Archiver Agents for more information.

    • Archiving Rules are initially disabled by default. You must clear the Disable All Rules option in the Subclient Properties (Archiving Rules) or (Rules) tab and configure the archiving rules before conducting rules-based Archive Operations.

Disaster Recovery Considerations

  • Before you use your agent, be sure to review and understand the associated full system restore (or disaster recovery) procedure. The procedure for some agents may require that you plan specific actions or consider certain items before an emergency occurs.  See Disaster Recovery for more information regarding your agent.