V11 SP8
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IntelliSnap – Advanced Configuration – PostgreSQL iDataAgent

Table of Contents

Understanding the CommCell Console

The PostgreSQL Server iDataAgent uses the following logical entities to manage backup and restore operations from the CommCell Console.

Client

The computer in which the iDataAgent is installed and contains the data to be secured.

Instance

The PostgreSQL database to be used for the backup and restore operations.

File System Based BackupSet

By default, the iDataAgent creates backup sets while creating an instance. A file system based backup set contains an entire PostgreSQL server which includes all the databases and logs.

Subclient

The PostgreSQL data to be backed up.

Managing Instances

In the CommCell Console, each instance refers to a PostgreSQL server. Therefore, you must create an instance for each PostgreSQL server that you need to back up.

Once you configure the PostgreSQL instance, the system automatically generates the default backup sets and default subclients. You can manage your instance as described in the following sections:

Creating a New PostgreSQL Instance

Whenever a new PostgreSQL server is created on the client, you must add the server to the CommCell. To create a PostgreSQL instance, the PostgreSQL user should have DBA and SYSDBA privileges.

  1. From the CommCell Browser, navigate to Client Computers | <Client>.

    Right-click PostgreSQL, point to All Tasks, and then click New PostgreSQL Instance.

  2. In the Instance Name box, type the PostgreSQL instance name.
  3. In the PostGres User Name box, type the user name to access the Postgres application.

    In the PostGres User Password box, type the user account password.

    In the PostGres Confirm Password box, retype the password.

  4. In the Maintenance DB box, type the name of a system database which is used as Maintenance DB.
  5. In the Binary Directory box, type the path to the directory where the PostgreSQL application files are stored.

    For example,

    /opt/bin

    Alternatively, click Browse to select the location.

  6. In the Lib Directory box, type the path to the library directory for the instance.

    For example,

    /opt/PostgreSQL/8.4/lib

    Alternatively, click Browse to select the location.

  7. In the Archive Log Directory box, type the path to the directory where you want to store the archive log files.

    For example,

    /opt/wal

    Alternatively, click Browse to select the location.

  8. In the Port box, type or select the port to open the communication between PostgreSQL Server and the clients.
  9. In the Log Backup Storage Policy box, select a storage policy to be used for the transaction log backup jobs under Log Backup section.
  10. Click OK.

Changing the Maintenance Database

Any database that exists on PostgreSQL server except template1 can be selected as a Maintenance database. Use the following steps to change the Maintenance database.

  1. From the CommCell Browser, navigate to <Client> | PostgreSQL.
  2. Right-click <Instance>, and then click Properties.
  3. In the Maintenance DB box, type the name of the Maintenance Database.
  4. Click OK.

Changing the PostgreSQL Binary Directory

The PostgreSQL Binary Directory path may change when you upgrade the PostgreSQL Server version and retain the existing instance on which you are performing backup and recovery operations. In such cases, you can use the following steps to update or change the PostgreSQL Binary Directory path. Make sure to avoid using special characters such as slash(/), underscore(_), and spaces in the binary directory path.

Use the following steps to change the path to the binary directory:

  1. From the CommCell Browser, navigate to <Client> | PostgreSQL.
  2. Right-click the <Instance>, and then click Properties.
  3. In the Binary Directory box, type the path to the Binary directory. Alternatively, click Browse to select the path. The PostgreSQL Binary Directory is generally located under the PostgreSQL install directory.

    Example:

    For Windows, the path would be similar to  C:\Program Files\PostgreSQL\9.0\bin

    For Unix, the path would be similar to /opt/PostgreSQL/9.0/bin

  4. Click OK.

Changing the Library Directory

PostgreSQL Library directory refers to the location where the PostgreSQL library files reside. You can modify the home path location for an instance at any point of time. Postgres Lib directory path must contain libpq.so file and other related files. This library is used to connect to the database and execute queries. Execute the following command from the bin directory to locate required library path:

pg_config --libdir

For example:

bash-3.2$ cd /opt/PostgreSQL/8.4/bin

bash-3.2$./pg_config --libdir

bash-3.2$ /opt/PostgreSQL/8.4/lib

Use the following steps to change the path to the Library directory:

  1. From the CommCell Browser, navigate to <Client> | PostgreSQL.
  2. Right-click the <Instance>, and then click Properties.
  3. In the Lib Directory box, type the path to the Library directory. Alternatively, click Browse to select the path. The PostgreSQL Library Directory is generally located under the PostgreSQL install directory.

    Example:

    For Windows, the path would be similar to  C:\Program Files\PostgreSQL\9.1\lib

    For UNIX, the path would be similar to /opt/PostgreSQL/9.1/lib

  4. Click OK.

Configuring the Archive Log Directory

Archive log files are stored in the Archive Log directory. Ensure to follow the below checkpoints before running the IntelliSnap PostgreSQL FS backup.

  • Specify the Archive log directory path in the postgresql.conf file prior to performing the PostgreSQL FS backup. Make sure that this path does not point to pg_log and pg_xlog directories.

    archive_command = 'cp %p /opt/wal/%f' #UNIX
    archive_command = 'copy "%p" "D:\\PostgreSQL\\wal\\%f"' #Windows

  • From PostgreSQL 8.3 version onwards, use the following command to turn on the archive_mode. This feature is not supported for PostgreSQL 8.2 and earlier versions.

    archive_mode = on

  • From PostgreSQL 9.x.x version onwards, use the following configuration.

    Set wal_level = archive instead of default wal_level = minimal

Changing the Archive Log Directory

If the drive is full, you can change the Archive log directory to a different path. In Linux, you must have read, write and execute (r-w-x) permissions for this directory.

Make sure that this path does not point to pg_log and pg_xlog directories.

Use the following steps to change the Archive Log Directory path.

  1. From the CommCell Browser, navigate to Client Computers | <Client> | PostgreSQL.
  2. Right-click the <Instance>, and then click Properties.
  3. In the Archive Log Directory box, type the name of the Archive Log Directory. Alternatively, click Browse to select the path. Generally, the Archive Log Directory is created in the drive/partition that has more free space.
  4. Click OK.

Enabling Archive Log Deletion after Backup

By default, the log files in the wal directory that are backed up during an IntelliSnap backup operation are not deleted after the backup job. If you want, you can delete these backed up log files after a backup by enabling the Archive Delete option at the instance level. The log files that are archived, but not backed up will remain in the wal directory. Use the following steps to enable deletion of logs soon after an IntelliSnap backup:

  1. From the CommCell Browser, navigate to <Client> | PostgreSQL.
  2. Right-click the <Instance>, and then click Properties.
  3. Click the Log Backup tab.
  4. Select the Archive Delete check box.
  5. Click OK.

Changing the Port Details

If the PostgreSQL server has more than once instance, each instance must use a separate port number. By default, the port number will be 5432. Use the following steps to change the port number for any instance.

  1. From the CommCell Browser, navigate to <Client> | PostgreSQL.
  2. Right-click <Instance>, and then click Properties.
  1. In the Port box, type or select the Port number.
  2. Click OK.

Configuring User Accounts for Backups

The PostgreSQL iDataAgent requires a user account that has sufficient privileges to perform the following:

• Perform backup and restore operations

• Access the PostgreSQL Server application

• Stop or Start PostgreSQL services

The following table illustrates the necessary privileges the user account should have to perform backup and restore operations:

Operations Privileges PostgreSQL User Should Have:
Backup Full Database Administrator privileges.
Restore Full Database Administrator privileges.

Initially, the user account credentials is provided during the instance configuration after the installation of the Agent. You can change the user account at the Instance level.

At the Instance Level

This user account will be used for all instances and associated subclients. Use the following steps to change the user account for an Instance:

  1. From the CommCell Browser, navigate to Client Computers | <Client> | PostGreSQL.
  2. Right-click the <Instance> and click Properties.
  3. Click the Accounts tab.
  4. Type the user name in the PostGres User Name box.
  5. Type the password in the PostGres Account Password box.
  6. Retype the password in the PostGres Confirm Password box.
  7. Click OK.

Modifying an Agent, Instance, Backup Set or Subclient

There are several configurable properties available for your agent that can be modified from the agent, instance, or subclient level.

The following table describes the properties that can be configured from the client, agent, instance, and subclient levels.

Option Description Related Topics
Change Storage Policies You can configure storage policies from the instance level or subclient level.

You might need to modify the storage policies in any of the following situations:

  • To include a different media for the backup operation.
  • To use a storage policy with a different retention criteria.

Change the storage policies for log backup at the instance level.

  1. From the CommCell Browser, right-click <Instance>.
  2. Click Properties.
  3. Click the Log Backup tab.
  4. Select the appropriate storage policy from the list.
  5. Click OK.

Change the storage policies for data backup from the subclient level.

  1. From the CommCell Browser, right-click <Subclient>.
  2. Click Properties.
  3. Click the Storage Device tab.
  4. On the Data Storage Policy sub tab select the appropriate policy from the Storage Policy list.
  5. Click OK.
Refer to Storage Policies.
Rename a Subclient

You can rename a subclient:

  1. From the CommCell Browser, right-click the subclient.
  2. Click Properties.
  3. Type the new name in the  Subclient name field.
  4. Click OK.
 
Data Transfer Options You can configure the available resources for transferring data secured by data protection operations from the subclient level. This includes the following:
  • Enable or disable Data Compression either on the client or on the MediaAgent.
  • Configure the transfer of data in the network using the options for Network Bandwidth Throttling and Network Agents.

You can configure the data transfer options.

  1. From the CommCell Browser, right-click the subclient.
  2. Click Properties.
  3. Click Storage Device.
  4. Click Data Transfer Option tab.
  5. Choose the appropriate software compression option for this subclient.
  6. Select Throttle Network Bandwidth and set the required bandwidth.
  7. Click OK.
Refer to Data Compression and Network Bandwidth Throttling.
View Data Paths You can view the data paths associated with the primary storage policy copy of the selected storage policy or incremental storage policy. You can also modify the data paths including their priority from the subclient level.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Storage Device.
  4. Select Storage Policy from the drop-down menu.
  5. Click Data Paths.
 
Configure Activity Control You can enable backup and restore operations from the agent and subclient level. However, you can enable restore operations only from the agent level.
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Activity Control, select or clear option(s) as desired.
  4. Click OK.
Refer to Activity Control.
Configure User Security You can configure user security from the agent or subclient level. You can perform the following functions:
  • Identify the user groups and roles associated with the CommCell object.
  • Associate this object with a user group and role.
  • Disassociate this object from a user group and role.
  1. From the CommCell browser, right-click the subclient and then click Properties.

    The Subclient Properties dialog box appears.

  2. Click the Security tab and then click Add.

    The Add Users and Groups dialog box appears.

  3. In the Users and Groups section, select the user group to associate with the CommCell object, and then click Add.
  4. In the Role section, select the role to associate with the CommCell object.
  5. Click OK.

    For this subclient, the users in the user group are restricted by the permissions in the role.

Refer to User Administration and Security.
Enable and Disable 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. If you want to disable or change the encryption at the subclient level, follow the steps given below:
  1. From the CommCell browser, right-click the subclient.
  2. Click Properties.
  3. Click Encryption.
  4. Select the desired encryption.
  5. Click OK.
Refer to Data Encryption.
View Software Version and Installed Updates At the client level, the Version tab of the Properties dialog box displays the software version of the component.
  1. From the CommCell Browser, expand Client Computers.
  2. Right-click the appropriate client, and then click Properties.
  3. Select the Version tab.
  4. Click OK.
 
CommCell Configuration Report The CommCell Configuration Report provides the properties of the CommServe, MediaAgents, clients, agents, subclients, and storage policies within the CommCell based on the selected filter criteria.
  1. On the CommCell Console menu bar, select the Reports tab.
  2. Click Configuration.

    The Report Selection dialog box appears.

  3. Click Run.
Refer to CommCell Configuration.

Deleting an Agent, Instance, Backup Set or Subclient

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

Deleting an Agent

You need to uninstall or DeConfigure the agent software from the client computer before deleting from CommCell Browser. After you delete the client software, you can either leave the corresponding data intact for appropriate action or you can remove the data immediately. If you choose to remove the data immediately, you must delete the agent from the CommCell Browser. If you delete the agent, all of the agent's data is irretrievably lost.

  • You cannot delete an agent while operations for that agent are running.
  1. From the CommCell Browser, navigate to Client Computers | <Client>.
  2. Right-click the <Agent>, and then click Delete.
  3. A confirmation message is displayed with the following message:

    This operation will permanently delete the data backed up from this level and it cannot be restored.

  4. Click OK to continue with the deletion operation or click No to abort the deletion.

Deleting an Instance

Consider the following before deleting an instance:

  • When you delete a specific instance all job schedules and job histories that pertain to any of the levels within the deleted instance are deleted.
  • You cannot delete an instance if it is being backed up. Attempts to delete an instance under such conditions cause the deletion to fail. If a backup is in progress, either wait for the backup to complete or kill the backup job using the Job Controller. Once the backup is no longer in progress, you can delete the instance level.
  • You cannot delete an instance if there is only one instance present for an agent. To delete the final instance, you must remove the agent software from the client computer.
  1. From the CommCell Browser, right-click the instance that you want to delete, click All Tasks and then click Delete.
  2. Click Yes to confirm the deletion. (Clicking No cancels the deletion and retains the node.)
  3. Type the requested phrase in the Enter Confirmation Text dialog box and click OK. This should delete the instance.

Deleting a Backup Set

Consider the following before deleting a Backup Set:

  • You cannot delete a default Backup Set.
  • Schedules associated with the Backup Set are also automatically deleted.
  1. From the CommCell Browser, navigate to Client Computers | <Client> | <Agent>.
  2. Right-click the <Backup Set>, and then click Delete.
  3. A confirmation message is displayed, asking if you want to delete the Backup Set.

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

Deleting a Subclient

Consider the following before deleting a subclient:

  • You cannot delete a default subclient.
  • Schedules associated with the subclient are also automatically deleted.
  1. From the CommCell Browser, navigate to Client Computers | <Client> | <Agent> | <Instance>.
  2. Right-click the <Subclient> that you want to delete, and then click Delete.
  3. 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.