Configuration - Documentum iDataAgent (DB2)

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Table of Contents

Overview

Planning Your Backups

Storage Area Backup

Archive Log Backup

Offline Database Backup

Full-Text Index Backup

Online Database Backup

Selective Full Backup

Modifying an Agent, Instance, or Subclient

Deleting an Instance or Subclient

Delete an Instance

Delete a Subclient

Overview

Based on your environment, you might need to fine-tune your Documentum instance or subclient. Following are the additional configurations that you can use to configure this Agent.

planning your backups

In order to recover a database during the event of a failure or data loss, you need to ensure that you always have the latest and consistent copy of the Documentum Repository data. To do this, you need to plan and decide on the backups to be performed. It is always recommended that you create separate subclients for each of these backups.

Although you can re-configure the content of the Default Subclient to backup specific objects, we strongly recommend against it because this would disable the capability of the Default Subclient to serve as a catch-all entity for client data, thus increasing the likelihood that some data will not get backed up.

Storage Area backup

Splitting up storage areas across different subclients allows for complete control of how often they are backed up. For example, you may want to backup specific storage areas four times a day and backup the database at the end of the day.

Therefore, a user-defined subclient must be created to specify only storage areas that are separate from the database.

  1. From the CommCell Browser, right-click the instance for which you want to create a new subclient, click All Tasks and then click New Subclient.
  2. Click the General tab, type the name (up to 32 characters) of the subclient that you want to create.
  3. Click the Storage Area tab:
  4. Click the Storage Device tab:
  5. Click OK to save the subclient configuration.
    • Ensure that Backup FTI and Backup DB are not selected in the Full Text Index and Database tabs.
    • In order to discover far stores and their associated clients in a distributed environment, ensure that they are configured correctly.

Archive Log backup

Specifying only log files in a subclient allows you to back them up up more frequently than backing up the entire database. Archive log backups enable you to recover database transactions that have been lost due to an operating system or disk failure. You can apply these archive logs to an online backup in order to recover a database.

Full backups generally includes both the data and logs. However, because of their importance in recovering data, it is recommended that you create separate subclients for backing up archived log files.

  1. From the CommCell Browser, right-click the instance for which you want to create a new subclient, click All Tasks and then click New Subclient.
  2. Click the General tab, type the name (up to 32 characters) of the subclient that you want to create.
  3. Click the Database tab:
  4. Click the Storage Device tab:
  5. Click OK to save the subclient configuration.
    Ensure that Backup FTI and Backup SA are not selected in the Full Text Index and Storage Area tabs.

Offline Database backup

Offline backups are performed when the database is shut down and unavailable for use. Offline backups are always full backups and do not include the archived log files.

In order to backup the database when it is offline, you need to create a separate user-defined subclient for offline backup.

  1. Make sure that the database used for creating the subclient is up and running. This ensures that the system accesses the most recent configuration of the database.
  2. From the CommCell Browser, right-click the instance for which you want to create a new subclient, click All Tasks  and then click New Subclient.
  3. Click the General tab, type the name (up to 32 characters) of the subclient that you want to create.
  4. Click the Database tab:
  5. Click the Storage Device tab:
  6. Click OK to save the subclient configuration.
    Ensure that Backup FTI and Backup SA are not selected in the Full Text Index and Storage Area tabs.

Full Text Index backup

Including only full-text indexes in a subclient allows for complete control of how often they are backed up. For example, you may want to backup full-text indexes periodically.

Therefore, a user-defined subclient must be created to specify only full-text indexes.

  1. From the CommCell Browser, right-click the instance for which you want to create a new subclient, click All Tasks and then click New Subclient.
  2. Click the General tab, type the name (up to 32 characters) of the subclient that you want to create.
  3. Click the Full Text Index tab:
  4. Click the Storage Device tab, select a storage policy to associate with this subclient from the storage policy list.
  5. Click OK to save the subclient configuration.
    Ensure that Backup DB and Backup SA are not selected in the Database and Storage Area tabs.

Online Database backup

Online backups are performed when the database is online. Data files are included when you back up the database in online mode. Archived log files can also be included in the backup. These backups do not require database downtime and are extremely useful when you need to perform a point-in-time restore of the DB2 database.

You can perform a full or incremental backups when the database is online. In order to backup the DB2 database when it is online, you need to create a separate user-defined subclient for online backup.

  1. Make sure that the database used for creating the subclient is up and running. This ensures that the system accesses the most recent configuration of the database.
  2. From the CommCell Browser, right-click the instance for which you want to create a new subclient, click All Tasks and then click New Subclient.
  3. Click the General tab and type the name (up to 32 characters) of the subclient that you want to create.
  4. Click the Database tab:
  5. Click the Storage Device tab:
  6. Click OK to save the subclient configuration.
    Ensure that Backup FTI and Backup SA are not selected in the Full Text Index and Storage Area tabs.

Selective copy - Full Backup

A selective copy allows you to copy backup data selectively from a source copy to this copy, providing for better tape rotation. Since only selective backups can be copied to selective copies, the selective copies cannot be promoted to the primary copy, only synchronous copies can be promoted. Note that the data selection process does not have to be the same for all auxiliary copies.

During an auxiliary copy operation or a data protection operation that creates an inline copy, only those backups from the primary copy that meet certain criteria will be copied to a selective copy. You can define a selective copy to be time-based, automatically selected, or automatically not selected on the primary copy.

If the copy is defined as All Fulls, all full backups on the primary copy will be copied during an auxiliary copy operation or a data protection operation that creates an inline copy. If the copy is defined as time-based, only the first or last full backup that occurs within each selected weekly, monthly, quarterly, half-yearly, or yearly interval will be copied. You have the option of creating and associating a custom calendar to the copy, so that the intervals can be further customized.

Selective copy will not only copy Selective Online Full and Selective Offline Full jobs, it will also copy regular Full jobs with the linked Log backup jobs.

 Configuring Subclient for Selective copy with Full Backups

  1. Create a selective copy:
  2. Associate a subclient with the storage policy copy:

Modifying an Agent, Instance, or Subclient

You can modify the configurable properties available for your agent from the agent, instance, or subclient level as per need. For subclients, typically you modify configurable properties in a user-defined subclient and not the default subclient.

It is recommended that that you do not modify the properties of an instance or subclient when a job is in progress for that specific instance or subclient. If a job is in progress, either wait for the job to complete or kill the job from the Job Controller.

The following table describes the properties that can configured from the agent and instance levels.

To modify these properties:

  1. From the CommCell Browser, double-click the agent, instance, or subclient you wish to modify.

    Alternatively, you can also right-click the agent, instance, or subclient and then click Properties.

  2. Navigate to the tab containing the property you wish to modify.
  3. Modify the desired property and click OK.
Option Description
Change the Documentum Repository User Account

To perform data protection and recovery operations, the Documentum iDataAgent requires a user account to log on to the related Documentum docbase to access the data. The user account is the Documentum Install owner account that was used to install the Documentum software.

The account must already be set up on the client.

You can change the Documentum Repository user account details from the instance level.

  1. From the Instance Properties (General) tab, click Configure Password next to User Account.
  2. In the Enter User Name and Password dialog box, type the User Name and Password. Confirm the password as well.
  3. Click OK to save your settings.
  4. Click Discover. The Docbase name and User Name and Password will be validated and the Storage Area and Full-text Indexes are updated.   If successful, the instance is changed and the Docbase Version and Docbase Id are automatically populated.

Refer to User accounts and Passwords documentation for a comprehensive overview prior to using this feature.

Change the Documentum Repository Instance Name You can change the instance name for a Documentum Repository at the instance level.

To change the name of the Repository in the General tab:

  1. Enter the name (up to 32 characters) for the instance in Docbase Name.
  2. Click Discover. The Docbase name and User Name and Password will be validated and the Storage Area and Full-text Indexes are updated.   If successful, the instance is changed and the Docbase Version and Docbase Id are automatically populated.
Change the Documentum Repository Paths

You can change the paths of the Documentum Repository at the instance level.

To change the path names in the General tab:

  1. Type the Repository installation path in the DOCUMENTUM Path box or use Browse to locate the path.
  2. Type the Repository shared path in the DOCUMENTUM_SHARED Path box or use Browse to locate the path.
  3. Type Repository home path in the DM_HOME Path box or use Browse to locate the path.
  4. Click Discover. The Docbase name and User Name and Password will be validated and the Storage Area and Full-text Indexes are updated.   If successful, the instance is changed and the Docbase Version and Docbase Id are automatically populated.
Change the Path to DB2 Home Directory You can change the installation path of the DB2 database at the instance level. 

To change the DB2 path in the Database tab:

  1. From the Instance Properties (Database) tab, enter the path to the DB2 installation directory in the Home field.
  2. Click OK to save your settings.
Change the DB2 User Account

To perform data protection and recovery operations, the DB2 iDataAgents require a user account with one of the following privileges to access the DB2 application and database:

  • Administration privileges (default)
  • DB2 database administration privileges
  • SYSADM, SYSCTRL, and SYSMAINT user group privileges

This account must already be set up on the client. Additional accounts should be established by the DB2 database administrator. To establish additional accounts on your own, consult the appropriate DB2 application documentation.

You can change the user account details from the instance level.

  1. From the Instance Properties (Database) tab, click Configure Password next to User Account.
  2. In the Enter User Name and Password dialog box, type the User Name.
  3. Click OK to save your settings.

Refer to User accounts and Passwords documentation for a comprehensive overview prior to using this feature.

Change the Storage Area and Full-Text Index after Discovery You can change the details of the Storage Areas and Full-Text Indexes at the instance level.  When Discover is selected in the General tab, the Storage Areas and Full-Text Indexes are automatically discovered and the displayed in the Storage Area and FTI tab.

To change the Storage Area or Full-Text Index details in the Storage Area and FTI tab:

  • In Storage Area Details, select a file store that was discovered and click Edit. In the Edit Operation dialog box, select the Client name from the pulldown menu.
  • If a Full-text Index component is present, in FTI Details, select the full-text index name that was discovered and click Edit. In the Edit Operation dialog box, select the Client name from the pulldown menu and type the FTI Path.

Storage Areas and Full-Text Indexes can also be deleted in the Storage Area and FTI tab.

Select Full-Text Index to Backup You can add, edit, or delete Full-Text Index details at the subclient level to determine which ones are backed up. Quiesce and UnQuiesce scripts can also be entered.

To change the Full-Text Index details in the Full Text Index tab:

  • Select the Backup FTI checkbox to enable or disable backing up the Full-text Indexes.
  • To add a Full-Text Index, click Add and in the Add Operation dialog box, enter the FTI Name, Client, and its FTI Path in which the full-text index resides. Click Add.
  • To edit a Full-Text Index, select a file store and click Edit and in the Edit Operation dialog box, enter the FTI Name, Client, and its FTI Path in which the full-text index resides.
  • To delete a Full-Text Index, select a file store and click Delete.
  • To specify a shutdown quiesce script, type the script in Full Text Index Quiesce Script or click Browse to select it.
  • To specify a startup quiesce script, type the script in Full Text Index UnQuiesce Script or click Browse to select it.
  • Click OK to save the subclient configuration.
Select DB2 Database Components to Backup You can choose to backup the database in offline or online mode and specify whether to include archived logs, in the backup.  Pre and Post Backup scripts can also be entered. 

To change the DB2 Database details in the Database tab at the subclient level:

  • Select Backup DB checkbox to enable or disable backing up the database in Online or Offline mode.
  • To include archive logs and deleted archive logs in the backup, click Backup Archive Log and Delete Archive Log.
  • If applicable, to specify a pre backup process, type the script in Pre Backup Process or click Browse to select it.
  • If applicable, to specify a post backup process, type the script in Post Backup Process or click Browse to select it.
  • Click OK to save the subclient configuration.
Select Storage Areas to Backup You can add, edit, or delete Storage Areas (file store) details at the subclient level to determine which ones are backed up. Pre and Post Backup scripts can also be entered. 

To change the Storage Areas details in the Storage Area tab:

  • Select the Backup SA checkbox to enable or disable backing up the Storage Areas.
  • To add a Storage Area, click Add and in the Add Operation dialog box, enter the SA Name, Client, and its SA Path in which the Storage Area resides. Click Add.
  • To edit a Storage Area, select a Storage Area and click Edit and in the Edit Operation dialog box, enter the SA Name, Client, and its SA Path in which the Storage Area resides.
  • To delete a Storage Area, select a Storage Area  and click Delete.
  • To specify a pre backup process, type the script in Pre Backup Process or click Browse to select it.
  • To specify a post backup process, type the script in Post Backup Process or click Browse to select it.
  • Click OK to save the subclient configuration.
Create a New Index on Full Backup At the Agent level, this option determines the default behavior.

Use this option to generate an index of the data with each full backup. This index provides quick access to the data during a browse or restore operation. If cleared, all backups will build upon the index from the previous backup.

To create a new index on a full backup:

  1. From the Index tab, click Create new index on full backup
  2. Click OK to save your settings.

For more information about the Index and its use, see Index.

Convert to Full Backup on Indexing Failures At the Agent level, this option determines the default behavior.

Use this option to create a new index and convert the next backup to a full backup if the index is irretrievable. This index provides quick access to the data during a browse or restore operation. If cleared, the backup will fail if the index is irretrievable.

To create a new index and convert the next backup to a full if the index is irretrievable:

  1. From the Index tab, click Convert to full backup on indexing failures
  2. Click OK to save your settings.

For more information about the Index and its use, see Index.

Configure User Security You can configure user security from the agent or instance level.

You can perform the following functions:

  • Identify the user groups to which this CommCell object is associated.
  • Associate this object with a user group.
  • Disassociate this object from a user group.
  1. From the Security tab of the associated Properties dialog box at the Agent or instance, select the appropriate user groups to which you want to associate to the CommCell object from the Available Groups pane, and then move the user group to the Associated Groups pane.
  2. Click OK to save your settings.
Configure Activity Control You can enable backup and restore operations from the agent and subclient level. However, you can enable restore operations only from the agent level.
  1. From the Activity Control tab of the associated Properties dialog box for the instance or subclient, select or clear option(s), as desired.
  2. Click OK to save your settings.

Refer to Activity Control documentation for a comprehensive overview prior to using this feature.

View Software Version and Installed Updates The Version tab, at the Agent level displays the software version and post-release service packs and updates installed for the component.
View Version of Documentum Repository

Once an application has been discovered, the version of the application on which the iDataAgent was installed or upgraded on the client computer is displayed. This can be particularly useful in disaster recovery situations when you need to rebuild the environment.

To view the version of an application,

  1. Right-click the instance and select Properties.
  2. From the General tab, view the version of the application in the Version field.
  3. Click OK.
Rename a Subclient

You can rename an existing subclient.

To rename a subclient,

  1. From the General tab, type the new name in the Subclient Name field.
  2. Click OK to save your settings.
Change Storage Policies You can modify the storage policies in any of the following situations:
  • To include a different media for the backup operation.
  • To use a storage policy with a different retention criteria.

You can change the storage policies for command line backup and log backup from the instance level.

  1. Click Storage Device tab.
  2. From the Data Storage Policy tab, select a data storage policy to associate with this subclient.
  3. Click OK to save your settings.
Configure Data Transfer Options You can efficiently configure the available resources for transferring data secured by data protection operations from the subclient level. This includes the following:
  • Enable or disable Data Compression either on the client or the MediaAgent.
  • Configure the transfer of data in the network using the options for Network Bandwidth Throttling and Network Agents.

To configure data transfer options,

  1. Click the Subclient Properties (Storage Device) tab, and select Data Transfer Option tab.
  2. From the Data Transfer Option tab, do the following:
    • Choose the appropriate compression option for this subclient.
    • Select Throttle Network Bandwidth to set the network bandwidth settings.
  3. Click OK
View Data Paths You can view the data paths associated with the primary storage policy copy of the selected storage policy or incremental storage policy. You can also modify the data paths including their priority from the subclient level.

From the Data Storage Policy tab, click Data Paths to view the data paths used by the subclient to access the storage media for data protection operations.

Set the Number of Streams You can set the number of streams for database, log, or Storage Area backup at the subclient level.
  1. From the Storage Device tab:
    • Select the Streams tab.
    • Select the number of data streams for the Database Streams field.
    • Select the number of log streams for the Log Streams field.
    • Select the number of Storage Areas streams by selecting a Storage Area and clicking Edit. In the Edit Operation dialog box, use the spin boxes to set the number of streams.
    • Select Data Threshold and enter a number to specify whether to run the backup job immediately when the total number of reserved streams is greater than or equal to the value in this field.
  2. Click OK to save your settings.

 Refer to Streams documentation for a comprehensive overview prior to using this feature.

Configure a Subclient for Pre/Post Processing of Data Protection You can add, modify or view Pre/Post processes for the subclient. These are batch files or shell scripts that you can run before or after certain job phases. You can also change the user account for running Pre/Post processes for data protection operations of agents residing on Windows platforms.

Consider the following before modifying the Pre/Post processes for the subclient.

  • We recommend not configuring a pre/post process for a subclient that is currently running a data protection or archive operation.
  • Verify that there are no pre/post processes already assigned for the subclient.
  • Pre-process commands for the iDataAgents will be executed only when the necessary resources (e.g., media, library, drive, etc.) are available.
  1. Click the Subclient Properties (Pre/Post Process) tab.
  2. Click one of the following phases and type the full path of the process that you want executed during that phase. Alternatively, click Browse to locate the process (applicable only for paths that do not contain any spaces).
    • PreBackup
    • PostBackup

    Click OK.

  3. If you want to run a post backup process for all attempts to run that job phase, then select the Run Post Backup Process for all attempts checkbox.
  4. For subclients on Windows platforms, if Run As displays Not Selected, or if you want to change the account that has permission to run these commands, click Change.
    1. In the User Account dialog box, select Use Local System Account, or select Impersonate User and enter a user name and password. Click OK.
    2. If you selected Local System Account, click OK to the message advising you that commands using this account have rights to access all data on the client computer.

 Refer to Pre/Post Processes documentation for a comprehensive overview prior to using this feature.

Enable/Disable Data Encryption You can enable data encryption from the instance and subclient level. When accessing the Encryption tab from the instance level, you are selecting either Network and/or Media-side encryption for third-party Command Line operations. When accessing this same tab from the subclient level, the settings selected apply only to the selected subclient content for operations run from the CommCell Console.

Consider the following before enabling encryption:

  • Encryption must be enabled at the client level prior to configuring any subclients residing on that client.
  • If you are attempting to configure for third-party Command Line operations, enable data encryption from the instance level.

Encryption can be set from the Encryption tab of the associated Properties dialog box at the instance and subclient level.

Refer to the Data Encryption documentation for a comprehensive overview prior to using this feature

Deleting an Instance or Subclient

The following sections describe the steps involved in deleting an instance or subclient.

When you delete an instance or subclient, the associated data is logically deleted and you can no longer access the corresponding data from CommCell Console for recovery purposes.

Refer to the troubleshooting article on Recovering Data Associated with Deleted Clients and Storage Policies for information on how to recover data if you accidentally delete an entity.

Delete an Instance

Consider the following before deleting an instance:

  1. From the CommCell Browser, right-click the instance that you want to delete, click All Tasks and then click Delete.
  2. Click Yes to confirm the deletion. (Clicking No cancels the deletion and retains the node.)
  3. Type the requested phrase in the Enter Confirmation Text dialog box and click OK. This should delete the instance.

Delete a Subclient

Consider the following before deleting a subclient:

  1. From the CommCell Browser, right-click the user-defined subclient that you want to delete, and then click Delete from the shortcut menu.
  2. A confirmation message is displayed, asking if you want to delete the subclient.

    Click No to cancel the deletion and retain the subclient, or click Yes to continue the deletion.

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