The following procedure describes the use of the Workflow Configuration Wizard.
Requirements
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Required Capability: See
Capabilities and Permitted Actions. Creating a new Workflow
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Workflow Configuration Wizard Procedures
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1. |
In the CommCell Browser, right-click Recovery Director and select
All Tasks, then select Workflow Wizard.
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2. |
The following tasks can be performed using the Wizard:
- Create or edit a Snapshot Management Workflow
- Create or edit QR Policies and Scratch Pools
- Create or edit Snapshot Volume Units
- Create, edit, or delete Schedules for Workflows
- Immediately run a Workflow
Click Next.
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3. |
Select from the following:
- To create a new Workflow, click Add, and go to
Step 4.
- To edit an existing Workflow, select it, click Edit, and
go to Step 4.
- To delete an existing Workflow, select it and click Delete,
then click Finish.
- To perform any of the following, go to Step 11:
- Add a new Schedule.
- Edit an existing Schedule
- Delete a Schedule
- Run a Schedule immediately
- Run an unscheduled Workflow immediately
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4. |
The following tasks can be performed:
- Enter a Workflow Name.
- Select the Operations to be performed
for this Workflow. QR Copy is always selected, and must be the first
operation. For hardware snapshots you can select to either unmount them
or delete them after all the other operations are run; unmount or delete
must be the last operation. Click the Move Up and Move Down
buttons to arrange the operations in the order in which they are to
be performed.
- Unmount: This will unmount the snapshot, and is preferred
for hardware snapshots, unless you have no use for the snapshot
after the Workflow completes.
- Delete snapshot: When using a hardware snap engine (SnapView,
VSS, Generic Enabler) this will delete the hardware snapshot. A
software snap engine (QSnap, VSS) automatically deletes the snapshot
at the end of the job, so this operation will not delete the snapshot,
but will instead unlock, or release the lock on, the QR volume.
Thus, this operation would not normally be selected for a software
snap engine.
- Select a Snap Engine from the list. This selection determines
which QR Policies are
eligible to be used during QR subclient creation.
- Select the Make Shadow Transportable
option if a VSS hardware snapshot is being used, and you want to be
able to import the snapshot.
- Select a Mount Host, where your QR volumes or hardware snapshots
should be mounted.
- Enter an SVU Name.
- Click Add Volume to select from a list of volumes for subclient
content. When done, double-click the Destination Mount Point
column next to each volume and specify a Mount Point on the Mount Host.
- Click Add App to select from a list of the supported applications
on all volumes.
- Click Add User Defined App to select from a list of previously-defined
applications.
- Select a Volume from the list and click Delete Volume to
remove it.
- Select a Volume from the list and click Delete App to remove
an associated application from it.
- Select a Volume from the list and click Remove User Defined App
to remove an associated application it.
- Click Detect to open
Volume Explorer
to detect and configure volumes.
Click Next.
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5. |
Select from the following:
- To use an existing QR
Policy, select it from the list and click Next. Go to
Step 7.
- To create a new QR Policy, click Create New.
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6. |
The following tasks can be performed to create a new
QR Policy:
- Enter a QR Policy Name.
- The Snapshot Engine was specified in Step 4
and is not editable here.
- Select Enable QR volume creation if you will perform QR Volume
creation or incremental updates. Note that incremental updates cannot
be performed if any of the volumes contained in this subclient are also
contained in another subclient. (See Step 7.)
- Select the Copy Manager from the list of available Copy Managers
on the destination machine.
- Enter a Scratch Pool Name.
- Click Add Volumes to open a list of volumes to select for
the Scratch
Volume Pool.
Click Next.
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7. |
The following tasks can be performed to configure the QR
Subclient (refer to
Subclients - Quick Recovery Agent):
General tab
- Enter a QR Subclient Name.
- If a VSS hardware snapshot has been specified as the Snap Engine
in Step 4, and the
Make Shadow Transportable option
was selected, either select Use Source Host as the Default Import
Host, or select a Default Import Host from the list.
- Select Disable Incremental update of QR volumes if any of
the volumes contained in this subclient are also contained in another
subclient.
- Software Compression can be optionally enabled for the QR
subclient (this selection is only available when the selected QR Policy
is configured to use a
LAN Copy
Manager.)
Content tab
- No modifications to content are made here. Content for this subclient
was defined in the Workflow Properties screen with the selection of
Volumes and Applications for the SVU. This content can be modified after
completing this Wizard, using the Manage SVU command. See
Create/Edit/Delete a Snapshot Volume Unit (SVU).
Pre/Post Process tab
- Add optional Pre/Post
Processes for the QR Agent subclient. (These are batch files or
shell scripts that you can run before or after the Snap or Copy phases.)
Type the path of each file or shell script, or click Browse to
open a window to navigate to it. To run a PostSnap or PostCopy process
even if the Snap or Copy phase is killed, fails, completes with errors,
or is interrupted due to a media reservation issues, select the
appropriate option. Note that if a user suspends or stops the job
during the respective phase, or if the job is interrupted during that
phase due to Operation Window rules, the Post Process will not run,
even if the option has been selected. If either of these two conditions
are encountered, and the Post Process is designed to bring a database
online, release a snapshot, or execute some other critical process,
these tasks must be performed manually.
- Click Change to add or modify the
User Account that has permission to run these commands.
Generic Snap Scripts tab
- Create Script Pathname - the path of the user-created batch
file or shell script to initialize the hardware snapshot, manage the
BCV pair, and mount the snapshot.
- Delete Script Pathname - the path of the user-created batch file
or shell script to unmount the snapshot and delete the BCV pair.
- Recover Script Pathname - the path of the user-created batch
file or shell script to quiesce/unquiesce the application, or launch
a hardware-based recovery.
- Select an Execution Host from the list, where the user-created
batch files or shell scripts will be run.
- Change - add or modify the account that has permission to
run these commands.
Click Next.
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8. |
The following tasks can be performed to configure the
iDataAgent
Subclients: (refer to
Subclients - SAN
iDataAgents):
General tab
Content tab
- No modifications to content are made here. Content for this subclient
was defined in the Workflow Properties screen with the selection of
Volumes and Applications for the SVU. This content can be modified after
completing this Wizard, using the Manage SVU command. See
Create/Edit/Delete a Snapshot Volume Unit (SVU).
Filters tab
- Make any desired changes. See
Filters for more information.
Pre/Post tab
- Add optional Pre/Post
Processes for the iDataAgent
subclient. (These are batch files or shell scripts that you can run
before or after the Snap or Copy phases.) Type the path of each file
or shell script, or click Browse to open a window to navigate
to it. To run a PostSnap or PostCopy process even if the Snap or Copy
phase is killed, fails, completes with errors, or is interrupted due
to a media reservation issues, select the
appropriate option. Note that if a user suspends or stops the job
during the respective phase, or if the job is interrupted during that
phase due to Operation Window rules, the Post Process will not run,
even if the option has been selected. If either of these two conditions
are encountered, and the Post Process is designed to bring a database
online, release a snapshot, or execute some other critical process,
these tasks must be performed manually.
Storage Device / Data Storage Policy tab
Storage Device / Software Compression tab
Activity Control tab
Click Next.
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9. |
Select from the following:
- Click Next if the information presented is correct.
- Click Back to return to previous Wizard screens to make any
changes.
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10. |
Select a Workflow from the list and choose one of the following:
- To perform one of the following, click View Schedules and
go to Step 11:
- Add a new Schedule
- Edit an existing Schedule
- Delete a Schedule
- Run a Schedule immediately
- Click Run Now to run an unscheduled Workflow immediately.
In the Run Workflow Now dialog box, click OK. Go to
Step 13.
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11. |
The following tasks can be performed:
- To create a new Schedule, click Add, and go to
Step 12.
- To edit an existing Schedule, select it, click Edit, and
go to Step 12.
- To delete an existing Schedule, select it and click Delete.
Then click Finish.
- To run a Scheduled Workflow immediately, select the Schedule and
click Run Immediately. In the confirmation dialog box, click
OK.
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12. |
The following tasks can be performed:
Schedule tab
QR Agent tab
iDataAgent tab(s)
- Select Backup Options. See the following for more information:
When finished, click OK. You will see the Workflows screen again,
as shown in Step 10; click Finish.
Go to Step 14.
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13. |
To configure the available options for running an unscheduled Workflow
immediately, refer to the following:
QR Agent tab
iDataAgent tab(s)
- See the following for more information:
When all options have been configured, click OK.
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14. |
You can now view the Subclients created for the QR Agent and each of
the associated iDataAgents in
the CommCell Browser. The SVU and Workflow can be viewed in their respective
nodes under Recovery Director.
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