Deployment - Windows File System iDataAgent

Where to Install

Install the software on a Windows computer that you want to backup.

The computer will be added as a client in the CommCell as soon as the installation completes successfully.

Before You Begin

System Requirements

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


Download Software Packages

Download the latest Simpana® software using the Download Manager application. The Download Manager bundles an installation package from the Simpana components that you chose to download. Use the installation package to launch the software installer on a client computer.

See Download Manager - Getting Started for instructions on creating an installation package.

Installation

The software can be installed using one of the following methods:

Method 1: Remote Installation Using CommCell Console

Use this procedure to install remotely on a client computer.

Method 2: Interactive Install - Standard

Use this procedure to install the software using the standard installation options.

Method 3: Interactive Install - Custom

Use this procedure to install the software by specifying installation settings and options.

Method 1: Remote Installation Using CommCell Console

  1. Open CommCell Console:

    • Click Start and point to All Programs.
    • Click Commvault .
    • Click Simpana  Administrative Console.
  2. From the CommCell Browser, click Tools | Add/Remove Software | Install Software.

  3. Click Next.

  4. Click Next.

  5. Click Manually Select Computers.

    Click Next.

  6. Enter the fully qualified domain name of the client computer.

    For example: mycomputer.mydomain.mycompany.com

    Click Next.

    • Do not use space and the following characters when specifying the Host Name:

      \|`~!_@#$%^&*()+=<>/?,[]{}:;'"

     

  7. Choose one of  the following:

    • Click Next if you want to use the default cache location
    • Click Override Software Cache and specify a new location in the Software Cache box and then click Next

    • The software cache is the location from where the remote install program installs the software.
    • This screen will not appear if the remote cache is not configured. For more information, see Managing Cache - Remote Cache.

  8. Specify the User Name and Password that must be used to access the client computer, and then click Next.

    • The user must be an Administrator or a member of the Administrator group on that computer.
    • Account information is required while performing remote installs for the first time on a client. For subsequent remote installs on that client, click Next without specifying the account information.

  9. Click File System, and then click Next.

  10. Select one of the following:

    • From the Storage Policy to use list, select a storage policy, and then click Next.
    • From the Subclient Policy to use list, select a subclient policy, and then click Next.

    • If you want to add this computer to a client group, select a client group from the Available list and click Add >.
      This option will be displayed only if client groups are configured in the CommCell Console. For more information, see Client Computer Groups.
    • Select the Configure For Laptop Backups option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information.

    If you do not have a Storage Policy, the list will not be displayed. You can create a Storage Policy later in step 17.

  11. Click Next.

    If necessary you can select optional settings. Click the Help button to get more information on the available options.

  12. Click Next.

    If necessary you can select optional settings. Click the Help button to get more information on the available options.

  13. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

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

  14. Select Immediate.

    Click Next.

  15. Click Finish.

    This screen will reflect the components you selected for install, and may look different from the example shown.

  16. You can track the progress of the job from the Job Controller window of the CommCell console.
    • From the Home menu, click Job Controller.

    • Once the job is complete, view the job details from the Admin Job History.

      • Right-click the <CommServe>, point to View and then click Admin Job History.
      • Click Select Install/Upgrade/Remove/Repair Software.
      • Click OK.

    • You can view the following by right-clicking the job:
      • Details of the job
      • Option to Resubmit the job
      • Events associated with the job
      • Logs associated with the job
      • Option to send the Logs associated with the job

  17. To create a storage policy, you must have configured a library in the CommCell.

    Disk Library Creation

    1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library...

      Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks | Create Library and then click Disk Library...

    2. From the Add Disk Library dialog box, specify the following:
      • In the Name box, specify name of the disk library.
      • From the MediaAgent list, select the MediaAgent.

      Perform one of the following:

      • Select Local Path if you wish to specify a local path in the MediaAgent computer.

        In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder.

      • Select Network Path, if you wish to specify a network path as the target share.

        In the Connect As box, type the user name.

        In the Password and Verify Password box, type the password to access the network share.

        In the Folder box, type the mount path or click button to select a mount path.

      • Click OK.
    3. The newly created disk library will be displayed under Libraries node.

    This will create a library and Storage Policy. Proceed to the next page.

    Storage Policy Creation

    1. From the CommCell Browser, navigate to Policies.
    2. Right-click the Storage Policies and then click New Storage Policy.
    3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
      • Select the Storage Policy type as Data Protection and Archiving and click Next.
      • Enter the name in the Storage Policy Name box and click Next.
      • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

        Ensure that you select a library attached to a MediaAgent operating in the current release.

      • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
      • For the device streams and the retention criteria information, click Next to accept default values.
      • Select Yes to enable deduplication for the primary copy.
      • From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB).

        In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next.

      • Review the details and click Finish to create the Storage Policy.

    This will create a storage policy. Proceed to the next page.

Several additional options are available for remotely installing the software from CommCell Console, refer to Install Software from the CommCell Console (Remote Install) for more information.

Method 2: Interactive Installation - Standard

  1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer.
  2. Run SetupAll.exe from the installation package that was created using the Download Manager.
  3. Click I accept the terms in the license agreement.

    Click Next.

  4. Click Standard.

    Click Next.

  5. Click Join an Existing CommCell.

    Click Next.

  6. Click File System.

    Click Next.

  7. Verify the default location for software installation.

    Click Next.

    If necessary, click Browse... to change the default location.

    • Do not install the software to a mapped network drive
    • Do not use the following characters when specifying the destination path: / : * ? " < > | #
    • It is recommended that you use alphanumeric characters only

  8. Click Install.

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

  9. Click Yes.

  10. Click Next.

  11. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

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

  12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box.
    • Do not use space and the following characters when specifying the CommServe Host Name:

      \|`~!@#$%^&*()+=<>/?,[]{}:;'"

    Click Next.

  13. Enter the following:
    • The local (NetBIOS) name of the client computer is displayed in the Select a Client name list.

      If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console.

      Do not use spaces when specifying a new name for the client.

    • The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card).

      If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe.

    Click Next.

    If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified.

  14. Select one of the following options:

    • If you do not want to disable Windows Firewall, click Next.
    • If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next.

  15. Select a Client Group.
    Click Next.

    This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups.

  16. Select a storage policy from the Storage Policy list.

    Click Next.

    • If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step 18.
    • Select the Configure for Laptop or Desktop Backup check box to install the Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Backup Monitor for more information.

      If you do not want to create a shortcut for the utility, select the Do not configure Laptop Backup Monitor shortcut check box. To access the utility, go to the Installation_Directory/Base folder and double-click Laptop2Taskbaricon.exe.

  17. Click Finish.

    This screen will reflect the components you selected for install, and may look different from the example shown.

    If you already have a storage policy selected in step 16, proceed to the next page.

    If you do not have Storage Policy created, continue with the following step.

  18. To create a storage policy, you must have configured a library in the CommCell.

    Disk Library Creation

    1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library...

      Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks | Create Library and then click Disk Library...

    2. From the Add Disk Library dialog box, specify the following:
      • In the Name box, specify name of the disk library.
      • From the MediaAgent list, select the MediaAgent.

      Perform one of the following:

      • Select Local Path if you wish to specify a local path in the MediaAgent computer.

        In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder.

      • Select Network Path, if you wish to specify a network path as the target share.

        In the Connect As box, type the user name.

        In the Password and Verify Password box, type the password to access the network share.

        In the Folder box, type the mount path or click button to select a mount path.

      • Click OK.
    3. The newly created disk library will be displayed under Libraries node.

    This will create a library and Storage Policy. Proceed to the next page.

    Storage Policy Creation

    1. From the CommCell Browser, navigate to Policies.
    2. Right-click the Storage Policies and then click New Storage Policy.
    3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
      • Select the Storage Policy type as Data Protection and Archiving and click Next.
      • Enter the name in the Storage Policy Name box and click Next.
      • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

        Ensure that you select a library attached to a MediaAgent operating in the current release.

      • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
      • For the device streams and the retention criteria information, click Next to accept default values.
      • Select Yes to enable deduplication for the primary copy.
      • From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB).

        In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next.

      • Review the details and click Finish to create the Storage Policy.

    This will create a storage policy. Proceed to the next page.

Default Options Selected during Standard Install

Listed below are the default options that are automatically selected while performing the Standard Install.

Option Enabled or Disabled Description
Add programs to the Windows Firewall Exclusion List Disabled This option allows you to add Simpana programs to the Windows Firewall exclusion list.

This option is not selected.

Global Filter Options Enabled This option is used to filter out specific directories or files from the backups within the CommCell. The filters are set using the Control Panel in the CommCell Console and, if enabled, they will be effective for the default subclient.

Cell level policy is automatically selected.

Components Installed by Default during Standard Install

Listed below are the components that are installed by default while performing the Standard Install of File System.

Selected Package Components Installed
File System Windows File System
File System Core

Method 3: Interactive Install - Custom

  1. Log on to the client computer as an Administrator or as a member of the Administrator group on that computer.
  2. Run SetupAll.exe from the installation package that was created using the Download Manager.
  3. Click I accept the terms in the license agreement.

    Click Next.

  4. Click Custom.

    Click Next.

  5. Click Select components to install on this computer and click Next.

  6. Expand File System, and then click File System.

    Click Next.

  7. Verify the default location for software installation.

    Click Next.

    If necessary, click Browse... to change the default location.

    • Do not install the software to a mapped network drive
    • Do not use the following characters when specifying the destination path: / : * ? " < > | #
    • It is recommended that you use alphanumeric characters only

  8. Click Install.

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

  9. Click Yes.

  10. Click Next.

  11. Select one of the following:

    • If firewall configuration is not required, click Next.
    • If this computer and the CommServe is separated by a firewall, click Configure firewall services.

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

  12. Enter the fully qualified domain name of the CommServe in the CommServe Host Name box.
    • Do not use space and the following characters when specifying the CommServe Host Name:

      \|`~!@#$%^&*()+=<>/?,[]{}:;'"

    Click Next.

  13. Enter the following:
    • The local (NetBIOS) name of the client computer is displayed in the Select a Client name list.

      If necessary you can also type a new (friendly) name for the client in this box. This name will be used in the CommCell and will also be displayed in the CommCell Console.

      Do not use spaces when specifying a new name for the client.

    • The default network interface name of the client computer is displayed if the computer has only one network interface (NIC card).

      If the computer has multiple network interfaces, select the interface name that is preferred for communication with the CommServe.

    Click Next.

    If a component is already installed on this computer, this screen will not be displayed; instead, the install program will use the same name as previously specified.

  14. The default port numbers used for CommCell communication is displayed. If necessary, you can modify the port numbers.

    Click Next.

    This screen will not appear if the default port numbers are not used for CommCell communication.

  15. Select one of the following options:

    • If you do not want to disable Windows Firewall, click Next.
    • If you want to disable Windows Firewall for all profiles, click Yes, disable Windows Firewall for all profiles and then click Next.

  16. Select Add programs to the Windows Firewall Exclusion List, to add CommCell programs and services to the Windows Firewall Exclusion List.

    Click Next.

    This option enables CommCell operations across Windows firewall by adding CommCell programs and services to Windows firewall exclusion list.

    It is recommended to select this option even if Windows firewall is disabled. This will allow the CommCell programs and services to function if the Windows firewall is enabled at a later time.

  17. Select a Client Group.
    Click Next.

    This screen will not be displayed if Client Groups are not configured in the CommCell Console. For more information, see Client Computer Groups.

  18. Select one of the following:
    • Click Use Cell level Policy to inherit the global filter policy configuration set for the CommCell.
    • Click Always use Global Filters to apply the global filters policy to the default subclient regardless of the policy set for the CommCell.
    • Select Do not use Global Filters if you plan to define specific filters for the Agent.

    Click Next.

  19. Select a storage policy from the Storage Policy list.

    Click Next.

    • If you do not have a Storage Policy, the list will not be displayed. You can create the Storage Policy later in step 21.
    • Select the Configure for Laptop or Desktop Backup option to install Backup Monitor utility. This utility allows you to view the backup job summary from the client computer without opening the CommCell Console. See Monitor - Laptop User for more information.

      If you do not want to create a shortcut for the utility, select the Do not configure Laptop Backup Monitor shortcut check box. To access the utility, go to the Installation_Directory/Base folder and double-click Laptop2Taskbaricon.exe.

  20. Click Finish.

    This screen will reflect the components you selected for install, and may look different from the example shown.

    If you already have a storage policy selected in step 19, proceed to the next page.

    If you do not have Storage Policy created, continue with the following step.

  21. To create a storage policy, you must have configured a library in the CommCell.

    Disk Library Creation

    1. From the CommCell Browser, navigate to Storage Resources, right-click the Libraries, point to Add and then click Disk Library...

      Alternatively, you can also navigate to MediaAgents, right-click <MediaAgent>, point to All Tasks | Create Library and then click Disk Library...

    2. From the Add Disk Library dialog box, specify the following:
      • In the Name box, specify name of the disk library.
      • From the MediaAgent list, select the MediaAgent.

      Perform one of the following:

      • Select Local Path if you wish to specify a local path in the MediaAgent computer.

        In the Disk Device box, type the name of the folder in which the disk library must located or click button to select the folder.

      • Select Network Path, if you wish to specify a network path as the target share.

        In the Connect As box, type the user name.

        In the Password and Verify Password box, type the password to access the network share.

        In the Folder box, type the mount path or click button to select a mount path.

      • Click OK.
    3. The newly created disk library will be displayed under Libraries node.

    This will create a library and Storage Policy. Proceed to the next page.

    Storage Policy Creation

    1. From the CommCell Browser, navigate to Policies.
    2. Right-click the Storage Policies and then click New Storage Policy.
    3. Follow the prompts displayed in the Storage Policy Wizard. The required options are mentioned below:
      • Select the Storage Policy type as Data Protection and Archiving and click Next.
      • Enter the name in the Storage Policy Name box and click Next.
      • From the Library list, click the name of a disk library to which the primary copy should be associated and then click Next.

        Ensure that you select a library attached to a MediaAgent operating in the current release.

      • From the MediaAgent list, click the name of a MediaAgent that will be used to create the primary copy and then click Next.
      • For the device streams and the retention criteria information, click Next to accept default values.
      • Select Yes to enable deduplication for the primary copy.
      • From the MediaAgent list, click the name of the MediaAgent that will be used to host the Deduplication Database (DDB).

        In the Location box, type the name of the folder in which the DDB must be located or click the Browse button to select the folder and then click Next.

      • Review the details and click Finish to create the Storage Policy.

    This will create a storage policy. Proceed to the next page.

Additional Installation Methods

Custom Package

Create a compact software package for quick deployment to multiple clients.

Decoupled Install

Install the software first and later register the client in the CommCell.

Remote Install

Deploy the software from CommCell Console on multiple clients.

Installing Restore only Agents

Setup a client in the CommCell for restore purposes.

Silent Install

Deploy the software silently on multiple clients.