Install the Documentum iDataAgent - Unix

Table of Contents

Where to Install

Install Requirements

Before You Begin

Install Procedure

Getting Started

Select Components for Installation

Base Software Installation

Kernel Parameters

Base Software Installation (continued)

Enable Global Filters

Client Group Selection

Setup Complete

Post-Install Considerations

Where to Install

Installing on a Global Zone or Unix Server

Install the software directly on the computer hosting the global zone or the Unix Server that you wish to protect. Make sure the computer satisfies the minimum requirements specified in the System Requirements.

Installing on a Non-Global Zone

Install the software on each of the non-global zones where you have application data.

Verify that the computer in which you wish to install the software satisfies the minimum requirements specified in System Requirements - Documentum iDataAgent.

It is recommended to install the software on the global zone to protect non-changing or static data on non-global zones. If the data is dynamic or contains application data, install the software on the non-global zone.

Install Requirements

The Documentum iDataAgent is installed on the computer from which the iDataAgent secures data. (This computer is referred to as the Client computer in this install procedure.)

Review the following Install Requirements before installing the software:

General

Before You Begin

Install Procedure

Getting Started

1. If you are installing the software on a global zone or Unix Server, do the following: Place the software installation disc for the Unix platform into the disc drive.

You can also install the product using a disc drive mounted on another computer on the network.

  • On Solaris, double-click the cvpkgadd program from the File Manager window.
  • On other Unix platforms, open the Terminal window, navigate to the software installation disc and then enter ./cvpkgadd
 
  If you are installing the software on a non-global zone, do the following:
  • Mount the installation disc on the non-global zone.

    mkdir <Non-Global Zone root location>/<Non-Global Zone local directory>

    mount –F lofs <Global zone software Install Disc mount point> <Non-Global Zone root location>/<Non-Global Zone local directory>

    Connect to Non-Global Zone terminal

  • Run the following command from the Software Installation Disc:

    ./cvpkgadd

 
2. Enter the number corresponding to the setup task you want to perform.

NOTES

  • For Install data protection agents on this computer option, follow the steps described in this procedure.
  • Advance options provide additional setup features such as record and play setup, creating a custom package and External Data Connector Agent software.

    To create a custom package and for record and play setup, follow the steps described in Custom Package - Unix.

    To install the External Data Connector Agent, follow the steps described in External Data Connector - Unix.

Please select a setup task you want to perform from the list below:

Advance options provide extra setup features such as creating custom package, recording/replaying user selections and installing External Data Connector software.

1) Install data protection agents on this computer

2) Advance options

3) Exit this menu

Your choice: [1]

3. The product banner and other information is displayed.

Press Enter to continue.

 
4. Read the license agreement. Type y and press Enter to continue.  
5. This prompt is displayed only when you are installing on AIX, HP-UX, Linux, or Solaris computers.

Press Enter to continue

NOTES

  • When you install on non-clustered computer, you must select the number associated with the option Install on a physical machine.
Certain Calypso packages can be associated with a virtual IP, or in other words, installed on a "virtual machine" belonging to some cluster. At any given time the virtual machine's services and IP address are active on only one of the cluster's servers. The virtual machine can "fail-over" from one server to another, which includes stopping services and deactivating IP address on the first server and activating the IP address/services on the other server.

You now have a choice of performing a regular Calypso install on the physical host or installing Calypso on a virtual machine for operation within a cluster.

Most users should select "Install on a physical machine" here.

1) Install on a physical machine

2) Install on a virtual machine

3) Exit

Your choice: [1]

6. If you have only one network interface, press Enter to accept the default network interface name and continue.

If you have multiple network interfaces, enter the number corresponding to the network interface that you wish to use as default, and then press Enter to continue.

NOTES

  • The interface name and IP addresses depend on the computer in which the software is installed and may be different from the example shown.
We found one network interface available on your machine. We will associate it with the physical machine being installed, and it will also be used by the CommServe to connect to the physical machine. Note that you will be able to additionally customize Datapipe Interface Pairs used for the backup data traffic later in the Calypso Java GUI.

Please check the interface name below, and make connections if necessary:

Physical Machine Host Name: [angel.company.com]

7. Specify the client name for the computer.

Press Enter to accept the default name and continue, or
Enter a new client name for the computer and then press Enter to continue.

Please specify the client name for this machine.

It does not have to be the network host name: you can enter any word here without spaces. The only requirement is that it must be unique on the CommServe.

Physical Machine Client name: [angel]

Select Components for Installation

8. Accept or type the number for the module that you want to install.

A confirmation screen will mark your choice with an "X". Type "d" for Done, and press Enter to continue.

NOTES

  • To select multiple component, enter the number by adding a space.
  • Your screen may look different from the example shown.
  • Components that either have already been installed, or which cannot be installed, will not be shown.
  • In addition, the list of modules that appear depends on the specific Unix File System in which the package is installed. (e.g., CVGxWA will appear only when the installation package is run on a Solaris computer.)
Install Calypso on physical machine client.company.com

Select the Calypso module that you would like to install

[ ] 1) Media Agent        [1301] [CVGxMA]
[ ] 2) FileSystem IDA     [1101] [CVGxIDA]
    >) >>>>> NEXT PAGE  >>>>>>

[a=all n=none r=reverse q=quit d=done >=next <=previous ?=help]

Enter number(s)/one of "a,n,r,q,d,>,<,?" here: 2

Base Software Installation

9. If you wish to install the agent software for restore only, enter Yes and press Enter to continue. See Installing Restore Only Agents for more information.

Otherwise, accept no, press Enter to continue.

Do you want to use the agents for restore only without consuming licenses? [no]
10. Type the appropriate number to install the latest software scripts and press Enter to continue.

NOTES

  • Select Download from the software provider website to download the latest software scripts from your software provider website.

    Make sure you have internet connectivity when you are using this option.

  • Select Use the one in the installation media, to install the software scripts from the disc or share from which the installation is performed.
  • Select Use the copy I already have by entering its unix path, to specify the path if you have the software script in an alternate location.
Installation Scripts Pack provides extra functions and latest support and fix performed during setup time. Please specify how you want to get this pack.

If you choose to download it from the website now, please make sure you have internet connectivity at this time. This process may take some time depending on the internet connectivity.

1) Download from the software provider website.

2) Use the one in the installation media

3) Use the copy I already have by entering its unix path

Your choice: [1] 2

11. Enter Yes to download to install the latest service packs and post packs from the software provider.

NOTES

  • Internet connectivity is required to download updates.

  • This step is applicable for multi instancing.

Press Enter to continue.

Latest Service Pack provides extra functions and latest support and fix for the packages you are going to install. You can download the latest service pack from software provider website.

If you decide to download it from the website now, please make sure you have internet connectivity at this time. This process may take some time depending on the internet connectivity.

Do you want to download it from internet now? [no]

12. Specify the location where you want to install the software.

NOTES

  • The amount of free space required depends on the components selected for install, and may look different from the example shown.

Press Enter to accept the default path and continue, or
Enter a path and then press Enter to continue.

Press Enter again to confirm the path.

Please specify where you want us to install Calypso binaries.

It must be a local directory and there should be at least 176MB of free space available. All files will be installed in a "calypso" subdirectory, so if you enter "/opt", the files will actually be placed into "/opt/calypso".

Installation Directory: [/opt]

..

Calypso will be installed in /opt/calypso.
Press ENTER to continue ...

13. Specify the location for the log files.

NOTES

  • All the modules installed on the computer will store the log files in this directory.
  • The amount of free space required depends on the components selected for install, and may look different from the example shown.

Press Enter to accept the default path and continue, or
Enter a path and then press Enter to continue.

Press Enter again to confirm the path.

Please specify where you want to keep Calypso log files.

It must be a local directory and there should be at least 100MB of free space available. All log files will be created in a "calypso/Log_Files" subdirectory, so if you enter "/var/log", the logs will actually be placed into "/var/log/calypso/Log_Files".

Log Directory: [/var/log]

..

Calypso log files will be created in /var/log/calypso/Log_Files.
Press ENTER to continue ...

14. Indicate whether you would like to launch processes with inherent database access rights.

Press Enter to assign a new group, or
Type No and then press Enter to continue.

Most of Calypso processes run with root privileges, but some are launched by databases and inherit database access rights. To make sure that registry and log files can be written to by both kinds of processes we can either make such files world-writeable or we can grant write access only to processes belonging to a particular group, e.g. a "calypso" or a "dba" group.

We highly recommend now that you create a new user group and enter its name in the next setup screen. If you choose not to assign a dedicated group to Calypso processes, all temporary and configuration files will be created with -rw-rw-rw permissions.

If you're planning to backup Oracle DB you should use "dba" group.

Would you like to assign a specific group to Calypso? [yes]

15. If you indicated Yes in the previous step, you will be prompted for the group name that must be used to launch processes.

Enter the group name and then press Enter to continue.

Press Enter again to continue.

Please enter the name of the group which will be assigned to all Calypso files and on behalf of which all Calypso processes will run.

In most of the cases it's a good idea to create a dedicated "calypso" group. However, if you're planning to use Oracle iDataAgent or SAP Agent, you should enter Oracle's "dba" group here.

Group name: dba

REMINDER

If you are planning to install Calypso Informix, DB2, PostgreSQL, Sybase or Lotus Notes iDataAgent, please make sure to include Informix, DB2, etc. users into group "dba".
Press <ENTER> to continue ...

16. Type a network TCP port number for the Communications Service (CVD) and press Enter.

Type a network TCP port number for the Client Event Manager Service (EvMgrC) and press Enter.

NOTES

  • For more information about Network TCP Ports, see Network TCP Port Requirements.
  • For more information about these services, see Services.
  • If the port number you entered already exists, a message will be displayed Port #### is already reserved in /etc/services. To work around this issue, enter different port number.
Every instance of Calypso should use a unique set of network ports to avoid interfering with other instances running on the same machine.
The port numbers selected must be from the reserved port number range and have not been registered by another application on this machine.

Please enter the port numbers.

Port Number for CVD : [8600]

Port Number for EvMgrC: [8602]

Kernel Parameters

17. Enter the appropriate number of streams, and then press Enter to continue, or
Press Enter to accept the default number of streams and continue.

NOTES

This prompt is relevant only when you install/upgrade on a Macintosh or Solaris computer as appropriate.

Please enter the total number of streams that you plan to run at the same time. We need to make sure that you have enough semaphores and shared memory segments configured in /etc/system.

Number of streams: [10]

18. Indicate whether you would like modifications to be made to the /etc/system configuration file.

Type Yes, and then press Enter to automatically update the file and continue, or
Press Enter to accept the default No and continue (if you do not want to automatically update the file).

This prompt is displayed only when you install/upgrade on a Solaris (8 or 9) or Macintosh computer.

We now need to modify the /etc/system configuration file on this computer. It is done to make sure that there will be enough shared memory and semaphores available for Calypso programs.

Please review the changes below and answer "yes" if you want us to apply them to the /etc/system file. Otherwise, the installation will proceed, the changes will be saved to some other file, and you will have to apply them manually.

set shmsys:shminfo_shmmni=8570 (was 7930)
set shmsys:shminfo_shmseg=8420 (was 7780)
set semsys:seminfo_semmns=10320 (was 9680)
set semsys:seminfo_semmni=8570 (was 7930)
set semsys:seminfo_semmsl=8570(was 7930)

Do you want us to apply these changes now? [no]

Changes saved into /etc/system.gal.1744

Press <ENTER> to continue.

19. If you indicated No in the previous step, the file to which the changes have been saved is displayed.
Make sure that these values are established later to ensure that all the requirements for this setup is satisfied.

NOTES

  • The settings that are displayed are the maximum or minimum required settings. Value ’640’, which is provided for various shared memory segment or semaphore requirements, is a maximum value based on 10 streams.

Press Enter to continue.

This prompt is displayed only when you install/upgrade on a Solaris (8 or 9) computer, in cases where the install detects that the computer does not have the maximum or minimum required shared memory settings.

Although a ’no’ answer can be selected to this question during install, the user should make sure the min requirements (below) for shared memory are met, otherwise the backups may fail (the message in logs is ’could not start the pipeline’).

set shmsys:shminfo_shmmax=4199304
set shmsys:shminfo_shmmin=1
set semsys:shminfo_shmmni=640
set semsys:shminfo_shmseg=640
set semsys:seminfo_semmns=640
set semsys:seminfo_semmni=640
set semsys:seminfo_semmsl=640
set maxusers=256

Base Software Installation (continued)

20. If this computer and the CommServe is separated by a firewall, type Yes and then press Enter to continue.

For firewall options and configuration instructions, see Firewall Configuration and continue with the installation.

If you do not wish to configure the firewall services, type No and then press Enter to continue.

Is there a firewall between this client and the CommServe? [no]
21. Type the name of the CommServe computer and press Enter to continue.

NOTES

  • Ensure that the CommServe is accessible before typing the name; otherwise the installation will fail.
  • If you enter a short name which resolves to the same IP address as the fully qualified CommServe name, you will be asked if you would prefer to use the fully qualified name.
Please specify hostname of the CommServe below. Make sure the hostname is fully qualified, resolvable by the name services configured on this machine.

CommServe Host Name:

22. 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 is only displayed when the Authentication for Agent feature is enabled in the CommCell Properties. Users must belong to a User Group with Agent Management capabilities to enable this feature. For more information, see Authentication for Agent Installs.

Click Enter to continue.

Enter your CommCell user name and password:

User Name :

Password :

Press <ENTER> to continue ...

Enable Global Filters

23. Type the appropriate number for configuring Global Filters for the default subclient and press Enter to continue.

NOTES

  • Select Use Cell level Policy to inherit the global filter policy configuration set for the CommCell, i.e., if the Use Global Filters on All Subclients option is selected in the Global Filters dialog box (from the CommCell Console’s Control Panel), then this policy will be applied to the default subclient as well. If is not selected, then the global filters will not be applied to the default subclient.
  • Select Always use Global filters to always apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
  • Select Do not use Global filters to disregard applying the global filters to the default subclient regardless of the policy set for the CommCell.
Commcell Level Global Filters are set through Calypso GUI's Control Panel in order to filter out certain directories or files from backup Commcell-widely. If you turn on the Global filters, they will be effective to the default subclient. There are three options you can choose to set the filters.

1) Use Cell level policy
2) Always use Global filters
3) Do not use Global filters

Please select how to set the Global Filters for the default subclient? [1]

Client Group Selection

24. Type the number of a Client Group and press Enter.

A confirmation screen will mark your choice with an "X". Type d for done with the selection, and press Enter to continue.

NOTES

  • This screen will be displayed only if Client Groups are configured for the CommCell. For more information, see Client Computer Groups.
Client Group(s) is currently configured on CommServe cs.company.com. Please choose the group(s) that you want to add this client client.company.com to. The selected group(s) will be marked (X) and can be deselected if you enter the same number again. After you are finished with the selection, select "Done with the Selection".

[ ] 1) Unix
[ ] 2) DR
[ ] 3) DKS

[a=all n=none r=reverse q=quit d=done >=next <=previous ?=help]

Enter number(s)/one of "a,n,r,q,d,>,<,?" here: 2

Setup Complete

25. Press Enter to continue.

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.
+---------------------+

IMPORTANT:

In addition to installing Calypso on this computer, you will also need to create a Job Schedule for each iDataAgent that has been installed on this client computer.

Job Schedules are required to allow the Calypso iDataAgents to perform automated backup and restore operations.

Job Schedule creation can be accomplished through the Calypso CommCell Console administration interface.

+---------------------+

26. If this is the last package that you wish to install/upgrade, enter the number corresponding to the Exit option and then press Enter to continue.

NOTES

  • Only modules that are not installed/upgraded appear in the list.
  • Your screen may appear different from the example shown.
  • If you are installing on AIX, FreeBSD, IRIX or Tru64 computers, if this module was the last possible module to install, you are automatically exited from the program. Otherwise, type the number for the Exit option and then press Enter. The installation is completed.
Select the Calypso module that you would like to install.

1) MediaAgent
2) Exit

Module number: [1]

27. This prompt is displayed only when you are installing on HP-UX, Linux, or Solaris computers. Enter the number corresponding to the Exit option and then press Enter to continue.

The installation is now complete.

Certain Calypso packages can be associated with a virtual IP, or in other words, installed on a "virtual machine" belonging to some cluster. At any given time the virtual machine's services and IP address are active on only one of the cluster's servers. The virtual machine can "fail-over" from one server to another, which includes stopping services and deactivating IP address on the first server and activating the IP address/services on the other server.

Currently you have Calypso installed on physical node stone.company.com.

Now you have a choice of either adding another package to the existing installation or configure Calypso on a virtual machine for use in a cluster.

1) Add another package to stone.company.com
2) Install Calypso on a virtual machine
3) Exit

Your choice: [1]

Post-Install Considerations

General

Install post-release updates or Service Packs that may have been released after the release of the software. When you are installing a Service Pack, 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.