Subclients - OES File System - How To

Add or Edit a Data Protection Filter for a Subclient

Before You Begin

• Do not change the data protection or discovery filter of a subclient that has a data protection operation in progress.

• The system does not allow you to add entries that are not content of a particular subclient to that subclient's filter.

• For Hitachi NAS (BlueArc) and EMC Celerra (running at least DART OS 5.6.x) subclients, the filter string with or without wildcards must match the name or path of the file or directory being filtered.

• For NetApp subclients only name type filters (with wildcards) are supported:

  • You cannot enter paths as a filter (e.g. /vol/vol0/data1). Since NetApp does not support the use of paths in filters, if there are multiple files with the same name, even though they may be in different directories, all of them will be excluded from backups.

  • Name of the file or directory must exactly match the filter string.

  • You can specify a maximum of 32 strings in the exclude list.

Select the desired procedure:

• To add a data protection or discovery filter for a subclient

• To edit a data protection filter for a subclient

Required Permissions: Permissions and Permitted Actions

To add a data protection or discovery filter entry for a subclient:

1. From the CommCell Browser, right-click the subclient whose data protection or discovery filter you want to add, and then click Properties from the shortcut menu.

2. Click the Filters tab of the Subclient Properties dialog box.

3. For Exchange Mailbox, Exchange Mailbox/Public Folder Archiver Agents and Exchange Compliance Archiver, to specify a mailbox or folder that you want to exclude from data protection operations:

   • Click the upper Add button.

   • From the Browse window, expand the mailbox tree of the client computer.

   • Click the mailbox or folder that you want to exclude from the backup/archive operations on the selected subclient, and then click Add. (Repeat this step for each additional entry.)

   • From the Browse window, click OK.

     The mailboxes or folders that you selected appear as entries in the upper pane. Repeat this step if you want to add more mailboxes and/or folders to the filter.

4. For NAS NDMP iDataAgents, click the Add button and, in the input window, type the name of the file, directory, (or path for Hitachi NAS (BlueArc)) that you want to exclude from the backups and click OK. The name displays as an entry in the Exclude these files/folders/patterns pane. Repeat this step if you want to add more files, directories, or paths to the filter.

5. For SharePoint Server iDataAgents, to specify a URL/file/folder/pattern that you want to exclude from data protection operations or to specify an exception filter for database backup sets, do one of the following:

   • Click the Add button next to Exclude these files/folder/patterns: input window and type the URLs of site collections that you want to exclude from the backups and click OK. The site collection displays as an entry in the Exclude these files/folders/patterns pane. Wildcards are supported. Repeat this step if you want to add more URLs, files, directories, or paths to the filter.

   • Click the Add button next to Except for these files/folders: input window and type the URLs/folders of site collections that you want to be exceptions for the exclusion filter and click OK. These exceptions will be included in the data protection operations.

6. For Exchange Public Folder iDataAgents and SharePoint Server iDataAgent, to specify a workspace/folder that you want to exclude from the backups, click the upper Browse button and expand the iDataAgent of the client computer. Click the workspace/folder that you want to exclude from the backups and then click Add. Repeat this step for each additional entry.

7. For Windows/Unix/Macintosh File System iDataAgents and File Archiver for Windows/Unix Agents, to specify a file/folder/directory that you want to exclude from data protection operations, do one of the following:

   • Click the upper Add button and, in the Enter Path window, type the complete path (including drive letter) of the file/folder/directory that you want to exclude from the backups/archive operations. Repeat this step if you want to add more files/folders/directories to the filter.

   • Click the upper Browse button and expand the file system of the client computer. Click the file/folder/directory that you want to exclude from backups/archive operations and then click Add. Repeat this step for each additional entry.

8. For OES File System iDataAgent, to specify data that you want excluded from the backups, do one of the following:

   • To manually enter the path:

     • Click the Add button.

     • In the Input window, type the complete path (e.g., VOL1:\demo\disk2) of the data that you want to exclude.

     • Click OK. (The path that you typed displays as an entry in the upper pane.) Repeat this step if you want to exclude more data.

   • To browse and select a path:

     • Click the Browse button.

     • From the Backup Data window, expand the file system.

     • Select the data that you want to exclude, and then click Add. Repeat this step for each additional entry.

     • From the Backup Data window, click OK. The data that you selected displays as entries in the upper pane.

9. For Lotus Notes Database and Lotus Notes Document iDataAgents, to specify a file or folder that you want to exclude from discovery, do one of the following:

   • Select the Pattern/path to be excluded field. Then type in a file or folder that you want to exclude. The format of the entry should start with a slash (\). The path entered is always relative to the data path of the partition. Then click Add. Repeat this step for each additional entry.

   • Click the upper Browse button and expand the file system of the client computer. Click the file or folder that you want to exclude from the backups and then click Add. Repeat this step for each additional entry.

10. For Exchange Mailbox, Exchange Mailbox/Public Folder Archiver Agents and Exchange Compliance Archiver, to specify a wildcard pattern of the folders that you want to exclude across all mailboxes within the subclient:

    • Click the lower Add button.

    • In the Input window, type the wildcard pattern of the folders that you want to exclude from backup/archive operations on the selected subclient.

    • Click OK. The path that you typed appears as an entry in the lower pane. Repeat this step if you want to add more entries to the filter.

11. For Exchange Public Folder iDataAgents and SharePoint Server iDataAgent, to specify an exception to an excluded workspace/folder (i.e., a folder/document that you want included in the backups, but whose parent directory has been excluded), click the lower Browse button and expand the iDataAgent of the client computer. Click the workspace/folder that you want to include in the backups and then click Add. Repeat this step for each additional entry.

12. For Windows/Unix/Macintosh File System iDataAgents and File Archiver for Windows/Unix Agents, to specify an exception to an excluded folder/directory (i.e., a file or folder/directory that you want included in the data protection operations, but whose parent folder/directory has been excluded), do one of the following:

    • Click the lower Add button and, in the Enter Path window, type the complete path (including drive letter) of the file/folder/directory that you want to include in the backups/archive operations. Repeat this step if you want to add more exceptions to the filter.

    • Click the lower Browse button and expand the file system of the client computer. Click the file/folder/directory that you want to include in the backups/archive operations and then click Add. Repeat this step for each additional entry.

13. For OES File System iDataAgent, to specify an exception to an excluded directory (i.e., data that you want included in the backups, but whose parent directory has been excluded), do one of the following:

    • To manually enter the path:

      • Click the Add button.

      • In the Input window, type the complete path (e.g., VOL1:\demo\disk2\readme) of the data that you want to include.

      • Click OK.

    • To browse and select a path:

      • Click the Browse button.

      • From the Backup Data window, expand the file system.

      • Click the file or folder that you want to include in the backups and then click Add. Repeat this step for each additional entry.

      • Click OK. The selected data displays as entries in the lower pane.

14. Click OK to save your changes.

Required Permissions: Permissions and Permitted Actions

To edit a data protection filter entry for a subclient:

1. From the CommCell Browser, right-click the subclient whose data protection filter you want to edit, and then click Properties from the shortcut menu.

2. Click the Filters tab of the Subclient Properties dialog box.

3. Click the filter entry that you want to edit, and then click the Edit button associated with that pane.

4. Type the changes into the Enter Path dialog box, then click OK.

5. Click OK to save your changes.

NOTES

• When you change a data protection or discovery filter, the change is effective the next time a data protection operation is run on the applicable subclient.

• Performing a full backup after changing filters or exceptions is recommended.

Associate a Subclient with a Storage Policy

Required Permissions: See Permissions and Permitted Actions

To associate a subclient to a storage policy:

1. From the CommCell Browser, right-click the subclient whose associated storage policy you want to change, then click Properties from the shortcut menu.

2. Click the Storage Device tab of the Subclient Properties dialog box.

3. From the Storage Policy list of the Data Storage Policy tab, select a data storage policy to associate with this subclient. If necessary, click the Create Storage Policy button to create a new storage policy to which the subclient can then be associated.

4. From the Changing a Storage Policy window select the next type of backup operation. Click OK.

5. If applicable for your agent, you can change the number of data streams from the Number of Data/Database Backup Streams field.

6. If applicable for your agent, click the Log Storage Policy tab and select a storage policy to associate with this transaction log subclient from the Transaction Log Storage Policy list. Also, you can set the Number of Transaction Log Backup Streams from this tab.

7. Click OK to save your changes and close the Subclient Properties Storage Device tab.

Creating a Security Association

To associate users, user groups, and roles to a subclient to control the operations that the users can perform on the subclient, see Changing Security Associations on an Entity.

Configure a Subclient for Pre-processing and Post-processing of Data Protection or Archive Operations

Before You Begin

• We recommend not configuring a pre-process and post-process for a subclient that is currently running a data protection or archive operation.

• Verify that there are no pre-processes and post-processes already assigned for the subclient.

• Review the Overview and Agent-Specific Guidelines for your agent before configuring pre-processes and post-processes for data protection/archive operations.

• Pre-process commands for the iDataAgents will be executed only when the necessary resources (e.g., media, library, drive, etc.) are available.

Required Permissions:Permissions and Permitted Actions

To configure a subclient for Pre-processing and Post-processing of data protection/archive operations:

1. From the CommCell Browser, right-click the subclient for which you want to configure a pre-process and post-process, and then click Properties from the shortcut menu.

2. Click the Pre/Post Process tab of the Properties dialog box.

3. For an agent other than the Oracle RAC iDataAgent, click inside the space that corresponds to 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). For the Oracle RAC iDataAgent, click Browse for the corresponding process, click the name of the control node client in the Select Client for Browse dialog box, and click OK. Then browse for and click the process.

   • PreBackup

   • PreScan

   • PreArchive

   • PreCopy

   • PreSnap

   • PostBackup

   • PostScan

   • PostArchive

   • PostCopy

   • PostSnap

   Click OK.

4. If you want to run a Post-process for all attempts to run that job phase, then select the corresponding checkbox.

5. 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.

6. Click OK to save your changes and close the Pre/Post Process tab of the Properties dialog box.

Configure Subclient Content

Before You Begin

• Review Subclients.

• Do not configure the content of a subclient while the parent node or any sibling subclient has a data protection or archive operation currently running on it.

• Exchange Mailbox iDataAgents and Exchange Mailbox/Public Folder Archiver Agents: If you change the contents of the default backup set or archive set then the auto-discover feature will be disabled. If you disable the auto-discovery feature, newly created mailboxes will not be backed up/archived unless they are manually discovered and assigned to a subclient.

• SharePoint Server iDataAgent: The Site Content Database, the Site Collection Database, the Site Database, and the Site Index for the virtual server must all be assigned to the same subclient.

• Lotus Notes Document iDataAgent: Review Assigning Restore View Names to Newly-discovered Databases

• Caution Against Reconfiguring Default Subclient Content

  We recommend that you do not re-configure the content of a default subclient because this would disable its capability to serve as "catch-all" entity for client data. As a result, the likelihood that some data will not get backed up or scanned for archiving would increase.

Required Permissions: See Permissions and Permitted Actions

To configure subclient content:

1. From the CommCell Browser, right-click the subclient for which you want to configure content, click All Tasks (if applicable) and then click Properties.

2. Follow the procedure below that is applicable for your agent:

   • For File System, Active Directory, File Archiver, Exchange Public Folder iDataAgents, and SharePoint Server iDataAgents click the Subclient Properties (Content) tab and configure content for the subclient as described below for your agent:

     • For File System, Active Directory, File Archiver, and SharePoint Server iDataAgents: Type the full path of the data that you want to include as subclient content in the Enter New Content field, then click Add. Optionally, click Browse to enter the content. When browsing content while configuring SharePoint subclients, you can add content via multiple selections with the CTRL or SHIFT keys. For Windows, when specifying a UNC Path, click As User, and enter the user account information for the domain user with permissions for that path. For Unix File Systems, you can enter the mount point of an NFS-mounted file system, see the Notes section below for examples.

     • For Exchange Public Folder iDataAgents: Click Browse, select folders to include as content, then click Add.

     • For the Unix File System iDataAgents, to facilitate the management of resource fork data in Apple double-encoded Macintosh files, click Enable Apple Double Support.

     • For the Unix File System iDataAgents, to view the actual data path for any symbolic link in the subclient content, click Expand symbolic links of subclient content and then click Discover.

   • For NAS NDMP iDataAgents, configure the Backup Content Path field(s) as described below, then click Add:

     Click the drop-down list arrow to display the root volumes on the file server. To change the root volume, click one in the list. If you want to refine the content path further, use the space to the right of (or below) the root volume list to enter additional path information. Note the following:

     • For NetApp, the root volume is the mount path of each volume.
       Example: for volume FS1 the root volume will be /vol/FS1.

     • For EMC Celerra, the root volume is the mount point created for a volume.
       Example: for volume FS1 with mount point /FS1 the root volume will be /FS1.

     • For Hitachi, no root volumes are shown in the drop down list. Type the full path of the root volume.
       Example: for volume FS1 with mount point /mnt/FS1 the root volume will be /mnt/FS1.

     • For BlueArc, the root volume is a combination of a descriptor of the path and the volume name.
       Example: for volume FS1 with a mount point of / the root volume will be /__VOLUME__/FS1.

     Optionally, for NetApp NAS NDMP, click Browse to enter the content.

   • For Exchange Mailbox and Exchange Mailbox/Public Folder Archiver Agents follow the procedure to Discover and Assign New Mailboxes or Assign Mailboxes to Another Subclient.

   • For Lotus Notes Database and Document iDataAgents follow the procedure to Discover and Assign New Databases or Assign Databases to a Subclient.

   • For DB2, DB2 MultiNode, Exchange Database, SharePoint Server, SQL Server Database, Sybase, and MySQL iDataAgents, click the Subclient Properties (Content) tab and configure content for the subclient as described below for your agent:

     • For the DB2 iDataAgent, specify whether you want to include the entire database or a subset of this data as content for the subclient. For the DB2 MultiNode iDataAgent, specify whether you want to include all the affected database partitions or a subset of this data as content for the subclient.

     • For Exchange iDataAgents: Click Configure. From the Add/Modify Subclients dialog box click the subclient entry for the database element/Storage Group that you want to add to the new subclient and select the name of the destination subclient from the list that appears. Alternatively, you can select and assign a range of databases/storage groups using the Change all selected databases/storage groups to list. Note that you must have at least one database element/Storage Group assigned to this subclient in order to save the configuration.

       A database/Storage Group that is not configured for a subclient does not appear in the list. This can be the case if the subclient containing the database/Storage Group was deleted. If this happens, click Discover to display all databases/Storage Groups.

     • For the SharePoint Server iDataAgent, follow the procedure to Discover and Assign New Data Types.

     • For the Sybase iDataAgent, follow the procedure to Manually Discover Databases.

     • For the MySQL iDataAgent, follow the procedure to Advanced Configuration - MySQL iDataAgent.

   • For the Informix iDataAgent, click the Subclient Properties (Content) tab and define the contents of the subclient. Specifically, establish the backup mode for the data to be backed up, set the backup level, and decide whether to back up the emergency boot file and/or the ONCONFIG file.

   • For the Oracle, SAP for Oracle, or Oracle RAC iDataAgent, click the Subclient Properties (Content) tab and define the contents of the subclient. To configure this subclient for specialized types of backups, follow the appropriate procedure below:

     • Create Subclient for Backing Up Archived Redo Log Files

     • Create Subclient for Backing Up Offline Databases

     • Create Subclient for Backing Up Online Databases

     • Create Subclient for Performing Selective Online Full Backups

   • For SAN iDataAgents, click the Subclient Properties (Content) tab and configure content for the subclient as described below for your agent:

3. Click OK to save your content configuration.

NOTES

• Content examples for adding an NFS-mounted file system to subclient content of a Unix File System iDataAgent:

  • /mountpointA to include the entire file system at mountpointA

  • /mountpointA/projects for only the projects directory within the file system at mountpointA.

• Informix subclients include one or more dbspaces. As databases are added to the dbspaces, the subclients are updated automatically.

• Exchange Mailbox iDataAgents and Exchange Mailbox/Public Folder Archiver Agents: Initially, all unconfigured mailboxes are assigned to the default subclient. You can create a new subclient and reassign mailboxes to this new subclient (within the same backup set/archive set). Once assigned, the mailboxes become part of the content of the new subclient.

• SharePoint Server iDataAgent: Initially, all of the data types that are not configured are assigned to the default subclient. You can create a new subclient and reassign data types to this new subclient. Once assigned, they become part of the content of the new subclient.

Configure the Subclient for Data Encryption

When you configure encryption at the client level, it is configured automatically for all the subclients associated with all the agents installed on that client. You can disable or change the encryption at the subclient level.

Before You Begin

• Encryption must be enabled at the client level prior to configuring any subclients residing on that client. See Configure the Client for Data Encryption.

Required Permissions: Permissions and Permitted Actions

To configure the subclient for data encryption:

1. From the CommCell Console, right-click the subclient and click Properties.

2. From the Subclient Properties (Encryption) tab, select desired encryption option.

3. Click OK to save your settings and close subclient properties.

Create a New Subclient

Before You Begin

• Review Subclients.

• Do not create a subclient while the parent node or any sibling subclient has a data protection or archive operation currently running on it.

• In cases where a new subclient is created with the same name as a deleted subclient, the system will append a Unix time stamp to the deleted subclient's name in data protection job history reports and views to distinguish the two subclients. For example, subclientname_1104257351.

• Informix iDataAgents: If you will be using the Informix ONBAR utility to create backup and restore scripts, you need not create subclients. Otherwise, if you will be using the CommCell Console to back up and restore Informix database objects (subsets/dbspaces), then you will need to create a subclient.

• SQL Server Database iDataAgents: When running on Windows Server 2003 and VSS is enabled, the New Subclient command is not available.

• PostgreSQL iDataAgents: Once you configure the PostgreSQL instance, the system automatically generates the default backup sets and default subclients. However, you can use the CommCell Console to create user-defined subclients for dump backup sets to distribute some of the database content. You cannot create user-defined subclients for FS backup sets.

Required Permissions: See Permissions and Permitted Actions

To create a new subclient:

1. From the CommCell Browser, right-click the node (agent/backup set/archive set/instance) for which you want to create a new subclient, click All Tasks (if applicable), and then simply click New Subclient for most agents.

   • For the SQL Server iDataAgent, expand New Subclient and click either Database to include individual databases or File/File Group to include database elements.

2. Click the General tab of the Subclient Properties dialog box and type the name (up to 32 characters) of the subclient that you want to create.

   • For the Windows iDataAgents that support VSS, you can optionally Enable VSS on a Subclient.

3. Select other options from the General tab as appropriate for the agent.

4. Click the Content or Databases tab of the Subclient Properties dialog box and Configure Subclient Content as appropriate for your agent.

5. For all agents, click the Storage Device (Data Storage Policy) tab of the Subclient Properties dialog box, then select a data storage policy to associate with this subclient from the storage policy list.

   • For the DB2 and DB2 MultiNode iDataAgents, you can also change the number of data backup streams. For the DB2 MultiNode iDataAgent, the default stream threshold should be equal to the total number of database partitions for the subclient.

   • For SQL Server iDataAgents, you can also click the Storage Device (Log Storage Policy) tab of the Subclient Properties dialog box, then select a log storage policy to associate with this subclient from the storage policy list and select the number of backup streams for transaction log backup jobs.

   • For 1-Touch for Unix, it is strongly recommended that the storage policy that you select for the subclient configured for 1-Touch use a MediaAgent on a different computer. If you do this, and if the system crashes, the media will not have to be exported to another MediaAgent in order to recover the system.

6. For Oracle and DB2 iDataAgents, click the Backup Arguments (Oracle) or Backup Arguments (DB2, DB2 MultiNode) tab of the Subclient Properties dialog box. Note that the backup arguments for Informix are located on the Content tab.

7. For Migration Archiver Agents, click the Archiving Rules or Rules tab of the Subclient Properties dialog box and configure archiving rules as appropriate for your agent. In order to perform rules-based migration archiving operations, the Disable All Rules checkbox must be cleared.

   If the File Archiver for Windows supports Data Classification, several filter-like configuration fields are defined as archiving rules and are available from the Subclient Properties (Rules) tab. If you want to define content and archiving rules based on file attributes other than volumes, size, and modified time (i.e., if you want to customize your rules), click the Advanced tab and configure as appropriate. Also, stub management options can be configured from the Stub Rule tab.

8. Optionally (if supported for your agent) you can:

   • Configure a Subclient for Pre-processing and Post-processing of Data Protection/Archive Operations on the Pre/Post Process tab.

   • Enable Software Compression for a Subclient on the Software Compression tab of the Storage Device tab.

   • Subclient Data Encryption on the Encryption tab.

   • Enabling or Disabling CommCell Activities for this subclient on the Activity Control tab.

   • Configure Mailbox Stores for Auto-Discovery on the Auto-discovery tab.

   • Configure the Subclient for 1-Touch on the 1-Touch Recovery tab.

   • View or change the security associations for this subclient from the Security tab.

   • Determine location from where archive logs will be backed up or deleted from the Log Destinations tab.

9. Click OK to save the subclient configuration.

10. A message advises you to schedule data protection operations for your new subclient. It is recommended you elect to set a schedule now. You can also associate this subclient with an All Agent Types schedule policy (which is automatically created by the system, or can be a user defined Data Protection schedule policy). If you have already associated a schedule policy at a previous level (Backup Set/Instance, Agent, Client, or Client Computer Group) the schedules defined in the Schedule Policy will be automatically applied to the new subclient. See Schedule Policy for more information.

    • If you want to associate this subclient with an All Agent Types schedule policy, click Associate with Generic Schedule Policy, and then select that schedule policy from the drop-down list box. Click OK.

    • If you want to associate this subclient with a specific schedule policy, click Associate to schedule policy, and then select the schedule policy from the drop-down list box. Click OK.

    • If you have selected to define a schedule for this subclient:

      • Click Schedule.

      • From the Backup/Archive Options dialog box, select the type of data protection operation that you want to schedule.

      • If you want to set Advanced Backup/Archive Options, click Advanced.

      • After selecting the data protection type and any advanced options, click OK. The Schedule Details dialog box appears.

      • From the Schedule Details tab, select the scheduling options that you want to apply, then click OK.

    • If you don't want to create a data protection schedule at this time, click Do Not Schedule, and then click OK.

This task is now complete.

Create a New Subclient Policy

Before You Begin

• Ensure that no data protection operations are currently running on the backup sets that you will be associating with the new Subclient Policy.

• Ensure that there are no user-defined subclients in the backup sets that you will be associating with the new Subclient Policy.

Required Permissions: See Permissions and Permitted Actions

To create a new Subclient Policy:

1. From the CommCell Browser, expand the Policies node then right-click the Subclient Policies node and click New Subclient Policy. The Create New Subclient Policy dialog box will display.

2. From the Create New Subclient Policy (General) tab of the Create New Subclient Policy dialog box, enter a name for your subclient policy in the Name entry field, then select the appropriate file system type from the iDataAgent drop-down list. The display pane will show one or more subclient templates listed for your policy.

3. From the display pane of the Create New Subclient Policy (General) tab, assign a Storage Policy for each subclient template by clicking in the Storage Policy column and selecting one from the list.

4. If you wish to set up a Regular user-defined type of Subclient Policy Subclient, then click Add. The Create New Subclient dialog box will display that will allow you to enter the following information:

   • Create New Subclient (General) tab (required)

     • Enter a name for your user-defined subclient in the Name field.

     • Optionally, you can change the Number of Data Readers to a value other than 1 (which is the default), if applicable for your agent type.

     • Optionally, you can select the Allow multiple data readers within a drive or mount point checkbox to enable this feature.

     • Optionally, you can clear the Backup System State checkbox, which is selected by default and causes the Default Subclient to back up the system state with the file system. Clearing the checkbox causes the Default Subclient to back up only the file system and not the system state. You can then enable system state backup for a different client in the Backup Set.

     • Optionally, you can select the Use VSS checkbox to enable VSS backups for this subclient, if applicable for your agent type.

   • Create New Subclient (Content) tab (required)

     • Specify the contents for this subclient by either clicking Browse to browse for content, or by typing in a path in the Enter New Content field then clicking Add. Repeat this step to include additional objects in subclient content. If you are editing the content for a Default subclient, see the Notes section below for more information.

     • If you are typing in a UNC path as content, then you will be prompted to enter a user name and password for accessing that path.

     • Optionally, you can select the Treat characters as regular expressions checkbox so that any characters that are sometimes used as wildcard characters will be treated as wildcards not as literals. See Wildcards for a list of supported regular expressions for your agent.

   • Create New Subclient (Filters) tab (optional)

     • You can select one of the following values from the Include Global Filters list to enable or disable global filters to exclude data from backups on this subclient:

       Do not use - Disables Global Filters for this subclient.

       Always use - Enables Global Filters for this subclient.

       Auto - Enables or disables Global Filters for this subclient depending on whether the Use Global Filters on All Subclients option is enabled or disabled on the Control Panel (Global Filters) dialog.

     • You can specify a file/folder/pattern that you want to exclude from backups by clicking the upper Browse button to browse for an object, or by clicking the upper Add button and then typing in the object you want to exclude.

     • You can specify an exception to your exclude filter by either clicking the lower Browse button and browsing for the object, or by clicking the lower Add button and then typing in the object you want to enter as an exception to the exclusions list.

   • Create New Subclient (Pre/Post Process) tab (optional)

     • You can type in or Browse for a batch file or shell script that want executed after each job phase.

     • You can also select the Run Post Process for all attempts checkbox(es) if desired for the appropriate job phase.

     • For Windows agents, you can click the Change button for the Run As field to specify Local System Account or other username and password that has authorization to run the specified processes.

   • Create New Subclient (Storage Device - Data Storage Policy) tab (required)

     • Select a Storage Policy that you want to use for this subclient from the drop-down list.

   • Create New Subclient (Storage Device - Data Transfer Option) tab (optional)

     • You can select the desired software compression setting to be used in case hardware compression is not available or not selected on the destination storage policy copy. Otherwise you can leave the default setting of Off to specify no software compression.

     • You can change the number of Network Agents to a value other than 1 by typing in or selecting another value from the list.

     • You can enable the option to Throttle Network Bandwidth and adjust the throughput setting by selecting another value from the list.

   Once you have entered all of your configuration for the Regular user-defined subclient type, click OK to save your changes.

5. If you wish to further define the configuration settings, or enter a different name for the Default Subclient, you can do so by selecting the desired subclient type in the display pane and then clicking Edit. Refer to Step 4 above for entering specific information on each of the subclient property tabs.

   Note

   If you want to preserve the characteristic behavior of the Default subclient to back up all content on the client that is not assigned to other subclients within the backup set, then we recommend leaving the default setting on the Content tab (which is "\" or "/" depending on your file system type).

6. Click the Association tab of the Create New Subclient Policy dialog box.

7. From the Association tab, expand the tree nodes and select the desired backup set checkbox(es) for file system clients that you want to be associated to this Subclient Policy.

8. Click OK to save the new Subclient Policy, then press F5 to refresh and update the CommCell Console.

Delete a Data Protection Filter from a Subclient

Before You Begin

• Do not change the data protection or discovery filter of a subclient that has a data protection operation in progress.

• File Archiver for Windows/Unix Agents: We recommend that you don't delete the following entries from the exclusion filter, as it could cause your file system to be inoperable. For Windows, these include: *.dll, *.bat, *.exe, *.cur, *.ico, *.lnk. For Unix, these include *.a, *.ksh, *.csh, *.sh, *.lib, *.so.

Required Permissions: Permissions and Permitted Actions

To delete a data protection or discovery filter entry from a subclient:

1. From the CommCell Browser, right-click the subclient whose data protection or discovery filter you want to delete, and then click Properties from the shortcut menu.

2. Click the Filters tab of the Subclient Properties dialog box.

3. To delete an entry from the Exclusions list, click the entry in the upper pane then click the upper Delete button. (Repeat this step for each entry that you want to delete.)

4. To delete an entry from the Exceptions list (if applicable for your agent), click the entry in the lower pane then click the lower Delete button. (Repeat this step for each entry that you want to delete.)

5. Click OK to save your changes.

NOTES

• Whenever you delete an entry from the exclusion filter, check if the exceptions list (i.e., lower pane) contains any entries that are children of the deleted data (if applicable for your agent). If so, you should delete them as described in Step 4 since they no longer need to be listed. The system automatically deletes any exceptions that are children of a deleted exclusion unless you used wildcard expressions in the exclusion path.

• When you change a data protection or discovery filter, the change is effective the next time the subclient is backed up/archived.

• Data will not be backed up in a differential backup for a subclient after a filter was removed.

• Since Incremental backups only back up data that has been modified since the last backup, previously filtered files whose filters are now removed, will not be backed up unless they have been modified since that last backup. To back up previously filtered files that have not been modified but whose filters have been removed since the last backup, you need to run a Full backup.

• Performing a full backup after changing filters or exceptions is recommended.

Delete a User-Defined Subclient

Related Topics:

• Command Line Interface - qdelete subclient

• Subclients

Required Permissions: See Permissions and Permitted Actions

To delete a user-defined 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. If you click Yes:

   • the subclient, and any data that may have been protected/archived by the subclient are logically deleted, and you can no longer access the corresponding data for recovery/retrieve purposes. However, the data remains valid for the length of time specified by the associated retention period. Some agents allow you to browse data from a deleted subclient provided that the Browse Data Before date and time precedes the time that the user-defined subclient was deleted.

   • for agents that support a default subclient, once the user-defined subclient is deleted its contents are automatically reallocated to the default subclient the next time a data protection/archive/discovery operation is run on the default subclient to ensure data protection coverage.

   • the system deletes the selected subclient node and removes it from the CommCell Browser.

   • the system deletes any data protection/archive and recovery/retrieve job schedules that are associated with the subclient.

Disable Global Filters on a Subclient

Before You Begin

• Review Global Filters - Online Help.

• Do not disable the Global Filter for a subclient that has a data protection operation in progress.

• Performing a full backup after disabling the Global Filter on a subclient is recommended.

• When you disable the Global Filter on a subclient, the change is effective the next time a data protection operation is run on the subclient.

Required Permissions: Permissions and Permitted Actions

To disable the Global Filter on a subclient:

1. From the CommCell Browser, right-click the subclient whose Global Filter you want to disable, and then click Properties from the shortcut menu.

2. Click the Filters tab of the Subclient Properties dialog box.

3. To disable Global Filters on this subclient, select one of the following values from the Include Global Filters list:

   • OFF - select this option to always disable Global Filters for this subclient.

   • Use Cell Level Policy - select this option to disable Global Filters for this subclient only when the Use Global Filters on All Subclients option is disabled on the Control Panel (Global Filters) dialog.

4. Click OK to save your changes.

Enable or Disable Global Filters on a Subclient

Before You Begin

• Make sure that CommCell Level Global Filters are defined.

Required Permissions: Permissions and Permitted Actions

To enable/disable the Global Filter on a subclient:

1. From the CommCell Browser, right-click the subclient whose Global Filter you want to enable, and then click Properties from the shortcut menu.

2. Click the Filters tab of the Subclient Properties dialog box.

3. To enable/disable Global Filters on this subclient, select one of the following values from the Include Global Filters list:

   • ON - select this option to disable Global Filters for this subclient.

   • OFF - select this option to enable Global Filters for this subclient.

   • Use Cell Level Policy - select this option to enable or disable Global Filters for this subclient only when the Use Global Filters on All Subclients option is enabled on the Control Panel (Global Filters) dialog.

4. Click OK to save your changes.

Enable or Disable Operations

Required Permissions: Permissions and Permitted Actions

To enable or disable activity control at the CommCell, client computer group, client, agent, or subclient levels:

1. From the CommCell Browser, right-click the CommServe, client computer group, client computer, agent, or subclient, and then click Properties from the short-cut menu.

2. From the Activity Control tab of the associated Properties dialog box, select or clear option(s), as desired.

3. Click OK.

   Note

   Disabled data management and/or data recovery operations are displayed with client and/or agent icon changes in the CommCell Browser.

Enable or Disable Software Compression for a Subclient

Before you Begin

• Do not enable/disable software compression for a subclient that is being backed up/archived.

Required Permissions: Permissions and Permitted Actions

To enable software compression for a subclient:

1. From the CommCell Browser, right-click the subclient for which you wish to enable software compression and then click Properties.

2. Click the Storage Device tab and from the Data Storage Policy tab, select the storage policy from the Storage Policy list.

   If applicable for the selected agent, click the Log Storage Policy tab and select a storage policy from the Transaction Log Storage Policy list.

3. Then click the Storage Device (Data Transfer Option) tab and choose the appropriate compression option for this subclient.

4. Click OK to save your changes.

This task is now complete.

Remove a Process from Pre-processing and Post-processing of Data Protection or Archive Operations

Before You Begin

• We recommend not removing a pre-process and post-process for a subclient that is currently running a data protection or archive operation.

• Review the Overview and Agent-Specific Guidelines for your agent before removing pre-processes and post-processes for data protection/archive operations.

Required Permissions: Permissions and Permitted Actions

To remove a process from Pre-processing and Post-processing of data protection/archive operations:

1. From the CommCell Browser, right-click the subclient for which you want to remove a pre-process and post-process, and then click Properties from the shortcut menu.

2. Click the Pre/Post Process tab of the Subclient Properties dialog box.

3. Click the text inside the space that corresponds to one of the following phases for which you want a pre-process and post-process removed, then press the Delete key:

   • PreScan

   • PreArchive

   • PreCopy

   • PreSnap

   • PostBackup

   • PostScan

   • PostArchive

   • PostCopy

   • PostSnap

4. Repeat Step 3 for any additional processes that you want to remove.

5. Click OK.

Rename a Subclient

Before You Begin

• You can rename a subclient at any time. However, we recommend that you don't rename a subclient while a data protection or archive operation is running on that subclient.

• In cases where a subclient is renamed using the same name as a deleted subclient, the system will append a Unix time stamp to the deleted subclient's name in data protection job history reports and views to distinguish the two subclients. For example, subclientname_1104257351.

Required Permissions: Permissions and Permitted Actions

To rename a subclient:

1. From the CommCell Browser, right-click the subclient that you want to rename, and then click Properties from the shortcut menu.

2. From the Subclient Properties (General) tab, type the new name in the Subclient Name field, and then click OK.

The CommCell Browser updates the subclient with its new name. The new name will also be reflected in any associated schedules and reports.

Set the Network Bandwidth and Network Agents for a Data Protection Operation

Note: All subclients except those using NAS agents support network bandwidth throttling.

To set a limit for network bandwidth and the number of concurrent network agents for a subclient backup operation, perform these steps:

1. In the CommCell Browser, expand Client Computers > client_name > agent > backup set or instance.

   Note: If limits are set at the instance level and the subclient level, the subclient settings override the instance settings.

2. Right-click the subclient and click Properties.

   The Subclient Properties dialog box appears.

3. For file system subclients, update the following:

   1. In the Subclient Properties dialog box, click Advanced.

      The Advanced Subclient Properties dialog box appears.

   2. On the Performance tab, in the Network Agents box, set the maximum number of network agents to run concurrently when performing a subclient backup.

   3. Select the Throttle Network Bandwidth (MB/HR) check box and enter the throughput limit. The Commvault software throttles the transfer on a per-network-agent basis.

   4. Click OK.

4. For non-file system subclients, on the Storage Device tab, click the Data Transfer Option tab and update the following:

   1. In the Network Agents box, set the maximum number of network agents to run concurrently when performing a subclient backup.

   2. Select the Throttle Network Bandwidth (MB/HR) check box and enter the throughput limit. The Commvault software throttles the transfer on a per-network-agent basis.

5. Click OK to save your changes.

View Data Paths Associated with a Subclient

1. From the CommCell Browser, right-click the subclient whose data paths you want to view, then click Properties from the shortcut menu.

2. Click the Storage Device tab of the Subclient Properties dialog box.

3. From the Data [or Logs] Storage Policy tab, click Show Data Paths to view the data paths used by the subclient to access the storage media for data protection operations. Click Close to exit the Data Paths dialog box.

4. Click OK to exit the Subclient Properties Storage Device tab.

View Subclient Content

1. From the CommCell Browser, right-click the subclient whose content you want to view, then click Properties.

2. From the Subclient Properties dialog box, click the Content tab (or Databases tab for Lotus Notes) to view the contents of the subclient.

3. Click OK to close the dialog box.

Enable VSS Backups of a Subclient

Use this procedure to enable VSS backups on a subclient of a Windows iDataAgent that supports VSS.

Before You Begin

• It is recommend to enable VSS on the default subclient of a Windows iDataAgent when the data from other iDataAgents (For example: Exchange iDataAgent or SQL iDataAgent) is filtered from the default subclient. For more information, refer to Best Practices - Windows File System iDataAgent.

Required Permissions: Permissions and Permitted Actions

To enable VSS on a subclient:

1. From the CommCell Browser, right-click the subclient for which you want to enable VSS, and then click Properties.

2. From the General tab of the Subclient Properties dialog box, click the Use VSS checkbox to back up data files using VSS.

   If the subclient includes system state, and you want to back up system state and data files, click Use VSS for System State.

   Note

   In case of Windows 2008 Use VSS for System State option is not visible. It is always on and cannot be edited.

3. Click OK to save your changes.

This task is now complete.