Lab 04: NetBackup Policies

In this lab, you use the NetBackup Administration Console to configure NetBackup policies and
schedules to perform backups of client file systems to pre-configured storage destinations.

This lab includes the following exercises:

• Exercise A: Configuring a policy to use frequency-based schedules

• Exercise B: Configuring a policy to use calendar-based schedules
• Exercise C: Copying a policy to create a new policy

Exercise A: Configuring a policy to use frequency-based

schedules

In this exercise, you will use the NetBackup Administration Console to manually configure a
policy to perform both full and incremental backups of a client's file systems.

To accomplish these tasks, you will:

• Access the NetBackup Administration Console window on console.vrtsedu.lab, and

log in to your NetBackup master server.
• Create a new policy.
• Configure the policy Attributes using a set of provided parameters.
• Configure policy Schedules to perform full and incremental backups using sets of
provided schedule parameters.
• Configure the policy Clients using a set of provided parameters.
• Configure the policy Backup Selections using a set of provided parameters.
• Save the policy, and verify the new policy exists in the list of NetBackup policies.

Accessing the NetBackup Administration Console

1. Access the desktop of the console.vrtsedu.lab system.

console.vrtsedu.lab UserID: VRTSEDU\Administrator Password: P@ssw0rd

2. If necessary, log on to the console system using the userid and

password, VRTSEDU\Administrator, P@ssw0rd.
3. Access the open NetBackup Administration Console window
on console.vrtsedu.lab. (If no Administration Console window is open, see
the Note below.)

If there is no open Administration Console window, locate and double-click

the NetBackup 8.3 Administration Console icon, located on the desktop of
the console system, to launch the NetBackup Administration Console. Then, enter
the Host name, User name, and Password in the Administration Console login
screen to connect to your master server. See the table the next.
Master server name User Name Password

At times, you may be unable to login to the NetBackup Administration Console,

and the following error message is displayed:
Unable to login, status:7656. The revocation status of the
host certificate cannot be verified using the Certificate
Revocatio List (CRL), because the CRL is not updated. It is
older than seven days.

Note that the CRL expires every 7 days and must be manually refreshed in these
labs.

If your master server is winmaster.vrtsedu.lab, execute the following command on

the winmaster server to generate a new
CRL: install_path\Veritas\Netbackup\bin\nbcertcmd –getCRL
If you are issuing the command from the console server, then execute the
following: install_path\Veritas\Netbackup\bin\nbcertcmd –getCRL -
server winmaster.vrtsedu.lab

4. View the top entry in the left pane of the Administration Console window to
verify that you are connected to your master server.
 5. If the NetBackup Administration Console is not currently connected to your
master server, launch a new instance of the NetBackup Administration
Console and connect the Administration Console to your master server.

File > Change Server

Creating a policy

6. From the NetBackup Administration Console select the Policies entry, located
under NetBackup Management in the left pane.

From the All Policies pane, right-click in the white area and select New Policy.

The Add a New Policy dialog box is displayed.

 7. Type the name of the new policy, LAB04-clients-to-master-bdisk, in the Policy
name field of the Add a New Policy dialog box.
8. Click OK to continue.

The Add a New Policy dialog box is closed, and the LAB04-clients-to-master-
bdisk policy is opened in the Change Policy window.

Configuring policy Attributes

The Attributes tab of the policy is selected by default

This policy will be used to back up the clients that reside on your master and media server
systems respectively, as identified in the table below.

First client host name Second client hostname

winmaster.vrtsedu.lab winmedia.vrtsedu.lab

9. Use the values from the appropriate column of the table below and enter the
parameters in the Attributes tab of the policy.

Parameter Setting: Windows

Policy type: MS-Windows

Policy storage: master_bdisk_stu

--All other Attribute parameters-- Use default settings

10. The operating system of the client is what dictates the Policy type selected in the
Policy. UNIX and Windows clients should not share the same policy.
 11. Review the changes you have made to the policy Attributes and verify that they
are configured as intended (based on the table above).

Configuring policy Schedules

11. Click the Schedules tab of the LAB04-clients-to-master-bdisk policy.

12. When the Schedules tab contents are displayed, click New to create a new
schedule.
13. Enter the values for the schedule in the Attributes, Start Window, and Exclude
Dates tabs of the schedule, as indicated in the table below.

Schedule Attributes parameter Setting

Name: full_frequency

Type of backup: Full Backup

Schedule type: Frequency

Frequency setting 6 hours

Retention 1 year

All other schedule Attribute parameters: Use default settings

Start Window parameter Setting

Start day: Use today's day (e.g. Monday)

Start time: 22:00:00 (10PM)

End day: Use tomorrow's day: (e.g. Tuesday)

End time: 02:00:00 (2AM)

 --All other Start Window parameters: Use default settings

Exclude Dates parameter Setting

---All Exclude Dates parameters-- Use default settings

14. Click OK in the Add Schedule window to save the schedule.

15. Verify that an entry for the full_frequency schedule is visible in the list of
schedules displayed in the Schedules tab.

The figure illustrates the entry for the full_frequency schedule.

The colored lines (representing the start windows for various types of schedules) in
the top half of the Schedules tab may not initially appear when you save the
schedule. Click the Attributes tab, and then immediately return to
the Schedules tab. The colored lines should now be visible.

16. Click New to create another schedule.

17. Enter the values for the schedule in the Attributes, Start Window, and Exclude
Dates tabs, as indicated in the table below.

Schedule Attributes parameter Setting

Name: diffincr_frequency

Type of backup: Differential Incremental Backup

Schedule type: Frequency

 Frequency setting 3 hours

Retention 1 year

All other schedule Attribute parameters: Use default settings

Start Window parameter Setting

Start day: Use tomorrow's day (e.g. Tuesday)

Start time: 22:00:00 (10PM)

End day: Tomorrow's day +1: (e.g. Wednesday)

End time: 00:00:00 (midnight)

All other Start Window parameters: Use default settings

Exclude Dates parameter Setting

All Exclude Dates parameter Use default settings

18. Click OK in the Add Schedule window to save the schedule.

19. Verify that an entry for the diffincr_frequency schedule you created is visible in
the list of schedules displayed in the Schedules tab

The figure below illustrates entries for

the full_frequency and diffincr_frequency schedules.
 You can hold the SHIFT key down and select both schedules to see a graphical
representation of both the start windows.
The colored lines (representing the start windows for various types of schedules) in
the top half of the Schedules tab may not initially appear when you save the
schedule. Click the Attributes tab, and then immediately return to
the Schedules tab. The colored lines should now be visible.

Modifying a schedule

20. Double-click the entry for the diffincr_frequency schedule (or click the entry for
the schedule and then click Change), to open the schedule.
21. Click the Start Window tab of the schedule. The figure below illustrates the
current Start Window settings for the schedule.

As currently configured, differential incremental backup jobs are allowed to start

between Tuesday, at 10PM (22:00:00), and midnight (Wednesday, 00:00:00).

22. Modify the Start Window settings for the diffincr_frequency schedule, so that
differential incremental backups are allowed to run on the days and times indicated
in the table below.
 Start Day Start Time End Day End Time

Tuesday 10PM (22:00:00) Wednesday midnight (00:00:00)

Wednesday 10PM (22:00:00) Thursday midnight (00:00:00)

Thursday 10PM (22:00:00) Friday midnight (00:00:00)

Friday 10PM (22:00:00) Saturday midnight (00:00:00)

23. HINT: You can use the Duplicate button to duplicate the existing start window for
all the days of the week. To remove the start window for a given day of the week,
select the start window for that day and click the Delete button. This removes the
start window for that given day. The Clear button removes all the start windows for
the entire schedule.
24. Click OK to save the diffincr_frequency schedule and to close the Change
Schedule window.

After modifying and saving the schedule, the Schedules tab should appear as
illustrated in the figure below.

Adding clients to the policy

In the next steps, you add clients to the LAB04-clients-to-master-bdisk policy.

24. Click the Clients tab of the policy.

25. Click the New button.

The Add Client window is displayed.

26. Enter the information for the first client -- the client that resides on your master
server -- using the information provided in the table below.
 The Client Name field is a simple text field and will not check for validity of the
name entered. Ensure the correct FQDN of the client is entered.

First client host name Detect client operating system

winmaster.vrtsedu.lab checkbox selected

Check the Detect client operating system box to cause NetBackup to discover the
operating system of the client. NetBackup can detect the operating system if the
NetBackup client software is installed on the system prior to filling out the policy
information.

27. After entering the information for the first client, click Add to add the first client,
and enable you to add the second client. Add the second client -- the client on your
media server -- using the information provided in the table below.

Second client host name Detect client operating system

winmedia.vrtsedu.lab checkbox selected

28. After entering the information for the second client, click OK to save the client
information and close the Add Client window.
29. Verify that entries for two clients -- the clients on your master and media server
systems -- are displayed in the Clients tab of the policy before continuing, as
illustrated in the figure below.

{width="5.999250874890639in" height="1.3331660104986878in"}

30. Take note of the contents of the Hardware and Operating System columns in
the Clients tab. The information in these columns was automatically determined by
NetBackup by querying the client system.

Adding Backup Selections to a policy

In the next steps, you add backup selections to the LAB04-clients-to-master-bdisk policy.

31. Click the Backup Selections tab of the policy.

32. Click New to begin adding backup selections to the policy.

The Add Backup Selection window is displayed.

33. Set the Pathname or directive set to Windows

34. The pathname may be selected by clicking the Browse button and selecting the
desired path from one of the available clients, as illustrated in the figure below.

Any available client may be browsed. In your lab environment, the sample data is
present on all systems.

The Add button is initially greyed out. Entering a path in the Pathname or
directive text box activates the Add button to allow you to save the Pathname or
directive entry.

35. After selecting the Backup Selections, click OK to close the Browse window.
 36. Click OK to save the backup selections, and to close the Add Backup
Selections window.

You have added all parameters for the policy.

37. Select each of the policy tabs -- Attributes, Schedules, Clients, and Backup
Selections -- and briefly verify the contents of each tab.
38. Click OK to save the policy, and to close the Change Policy window.

You may need to resize (shrink) the Change Policy window to view the OK button at
the bottom of the window.

39. Verify that an entry for the LAB04-clients-to-master-bdisk policy is visible in

the All Policies window of the Administration Console, as illustrated in the figure
below.

Exercise B: Configuring a policy to use calendar-based

schedules

In this exercise, you use the NetBackup Administration Console to configure a policy that uses
calendar-based schedules to perform client backups.
Configuring the policy Attributes

Configure the LAB04-console-to-master-advdisk policy to back up the client

named console.vrtsedu.lab. The console system is running the Windows Server 2016 Enterprise
operating system.

1. Click Policies in the left pane of the NetBackup Administration Console.

2. In the Administration Console tool bar under Actions, select the option to
create a new policy.

Actions > New > Policy

The Add a New Policy dialog box is displayed.

3. Type the name of the new policy, LAB04-console-to-master-advdisk, in

the Policy Name field, and click OK.

The Change Policy: LAB04-console-to-master-advdisk window is displayed.

4. Enter the parameter values listed in the table below in the appropriate fields of
the Attributes tab of the policy.

Parameter Parameter/Setting:

Policy type: MS-Windows

Policy storage: master_advdisk_stu

--All other Attribute parameters-- Use default settings

5. Review the changes you have made to the policy Attributes and verify that they
are configured as intended.

Configuring policy Schedules

Configure the LAB04-console-to-master-advdisk policy Schedules.

6. Click the Schedules tab of the LAB04-console-to-master-advdisk policy.

7. When the Schedules tab is displayed, click New to create a new schedule.

The Add Schedule window is displayed.

8. Enter the values for the schedule in the Attributes, Start Window, Exclude
Dates, and Include Dates tabs of the schedule, as indicated in the table below.

Schedule Attributes parameter Setting

Name: full_calendar_tuesday

Type of backup: Full Backup

Schedule type: Calendar

Retries allowed after runday not selected (default)

Retention 1 year

All other schedule Attribute parameters: Use default settings

Start Window parameter Setting

Start day: Tuesday

Start time: 02:00:00 (2AM)

End day: Tuesday

End time: 05:00:00 (5AM)

--All other Start Window parameters: Use default settings

Exclude Dates parameter Setting

Recurring Week Days none selected (none excluded)

 Recurring Days of the Month Exclude "Last Day"

Include Dates parameter Setting

Recurring Week Days Mark each Tuesday of the month

Recurring Days of the Month none selected

9. Any dates that are selected in the Exclude Dates tab are automatically displayed
with the red not symbol in the Include Dates tab of the schedule. This is so you can
see if there is a conflict of dates.
10. Click Add to save the full_calendar_tuesday schedule, and to add another
schedule to the policy.

A new Add Schedule window is displayed.

11. Enter the values for the schedule in the Attributes, Start Window, Exclude
Dates, and Include Dates tabs, as indicated in the table below.

Schedule Attributes parameter Setting

Name: diffincr_calendar_weekdays

Type of backup: Differential Incremental Backup

Schedule type: Calendar

Retention 1 year

All other schedule Attribute parameters: Use default settings

Start Window parameter Setting

Start day: Each weekday (Monday-Friday)

Start time: 02:00:00 (2AM)

 End day: Each weekday (Monday-Friday)

End time: 05:00:00 (5AM)

--All other Start Window parameters: Use default settings

Exclude Dates parameter Setting

Recurring Week Days Exclude every Tuesday of month

Recurring Days of the Month Exclude " Last Day "

Include Dates parameter Setting

- Mark each Monday of the month

- Mark each Wednesday of the month
Recurring Week Days - Mark each Thursday of the month
- Mark each Friday of the month
- Remove the checkbox from Tuesday

Recurring Days of the Month none selected

12. Click Add to save the diffincr_calendar_weekdays schedule.

13. Add a third schedule to the policy using the information provided in the next
table.

Schedule Attributes parameter Setting

Name: full_manual

Type of backup: Full Backup

Schedule type: Frequency, 1 week

 Schedule Attributes parameter Setting

Retention 1 month

All other schedule Attribute parameters: Use default settings

Start Window parameter Accept all default settings

Exclude Dates Accept all default settings

14. Click OK to save the full_manual schedule.

15. Verify that the three schedules you are configured are visible in
the Schedules tab of the LAB04-console-to-master-advdisk policy.

Adding Clients to the policy

Configure the LAB04-console-to-master-advdisk policy Clients.

15. Click the Clients tab of the policy.

16. Click the New button, located on the Clients tab screen.

The Add Client window is displayed.

17. Enter the information for the client, using the information provided in the table
below.
 Client host name Client hardware and OS

console.vrtsedu.lab Windows x64, Windows

18. You may use the Detect client operating system checkbox to cause NetBackup to
automatically discover the hardware and operating system of the client.
19. Click OK to save the client information and close the Add Client window.
20. Verify that the entry for the console.vrtsedu.lab client is visible in
the Clients tab of the policy before continuing to the next step.

Adding Backup Selections to the policy

Configure the LAB04-console-to-master-advdisk policy Backup Selections.

20. Click the Backup Selections tab of the policy.

21. Click the New button.

The Add Backup Selection window is displayed.

22. Use the information provided in the table below to add a backup selection.

Pathname or directive set List of pathnames…

Windows E:\data

23. After entering the backup selection, click OK to save the backup selection and
to close the Add Backup Selection window.
24. View the contents of each of the tabs of the LAB04-console-to-master-
advdisk policy to verify the contents of the policy.
25. Click OK to save the policy and to close the Change Policy window.

You may need to resize (shrink) the Change Policy window to view the OK button in
the window.

26. Verify that the entry for the LAB04-console-to-master-advdisk policy is visible
in the All Policies pane of the NetBackup Administration Console.
Exercise C: Copying a policy to create a new policy

The NetBackup Administration Console provides a simple method of creating a new policy, by
copying an existing policy. The new policy can then be modified as needed. In this exercise, you
use that method to create a new policy.

In this exercise, you will copy an existing policy to a new policy and change the policy
parameters.

1. Right-click the entry for the LAB04-clients-to-master-bdisk policy in the All

Policies pane of the NetBackup Administration Console.
2. Select Copy to New… from the resulting menu, as illustrated in the figure
below.
3. When the Copy a Policy dialog box is displayed, enter the policy name, LAB04-
clients-to-master-disk-tape-stugroup, in the New Policy field, and click OK.

The new LAB04-clients-to-master-disk-tape-stugroup policy is opened for editing

in the Change Policy window.

4. Change the Policy Storage parameter on the Attributes tab, so that backups
are written by this policy to the master_disk-tape_stugroup.
5. Modify the diffincr_frequency schedule of the policy to create a 2 hour
frequency and a Start window of 24 hours per day and 7 days a week.
 Attributes tab: Setting:

Frequency: 2 hours (edit the schedule to change this setting )

All other Attribute

no changes
settings:

Start Window
Setting:
tab:

Start day: Sunday (change to this )

End day: Monday (change to this )

Start time: 00:00:00 (change to this )

End time: 00:00:00 (change to this )

Select the Friday schedule then click Duplicate to copy the

schedule for the whole week, creating a 24/7 schedule.

6. After making the changes to the schedule, click OK to save the schedule.
7. Allow all other policy Attributes, Schedules, Clients, and Backup
Selections parameter settings to remain at their current settings.
8. Click OK to save and close the LAB04-clients-to-master-disk-tape-
stugroup policy.

You may need to resize (shrink) the Change Policy window to view the OK button in
the window.

9. Verify that the LAB04-clients-to-master-disk-tape-stugroup policy is visible in

the list of policies in the All Policies pane, as illustrated in the figure below.