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Frequently Asked Questions about EZ-Backup

General questions

  1. What is EZ-Backup?
  2. What are the features of EZ-Backup?  
  3. What are the rates for the EZ-Backup service?
  4. How do I subscribe to the EZ-Backup service?
  5. Is there an e-list for EZ-Backup?
  6. Is EZ-Backup offered to students?

Questions about TSM software

  1. Can I customize my automatic scheduled backup times, frequencies, etc?
  2. How many versions and for how long are files kept/saved with EZ-Backup?
  3. Under what circumstances will I get notified via E-mail that my computer was not backed up?
  4. What are the options for number of days to be notified of backups?
  5. How do I get notified more or less quickly about my system not getting backed up?
  6. How does the "Archive" feature differ from the "Backup" feature?
  7. What are the choices for recovering stored files?
  8. Are there any manuals online?
  9. What does "incremental" backup mean?
  10. Is it possible to use EZ-Backup over a modem?
  11. How does the EZ-Backup software process Include/Exclude rules?
  12. Does EZ-Backup use file compression?
  13. How do I view policy information?
  14. How can I find out how much space my data is using on your server and how much I will be billed for?
  15. Can I use the same nodename for more than one machine?
  16. Is it possible to backup a computer with a dynamic IP address?
  17. Do I need Kerberos running for the EZ-Backup software to work?

General questions

1. What is EZ-Backup?

See the About EZ-Backup page.

2. What are the features of EZ-Backup?

See the EZ-Backup Features page.

3. What are the rates for the EZ-Backup service?

See the EZ-Backup Fees and Billing page.

4. How do I subscribe to the EZ-Backup service?

See the subscriptions page.

5. Is there an e-list for EZ-Backup?

See the mailing list page.

6. Is EZ-Backup offered to students? Why can't students be billed for EZ-Backup to bursar accounts the same way other services are billed?

Unfortunately, at this time, we still do not offer the EZ-Backup service to students. There are two issues that we need to resolve before offering the service to students -- billing and support.

As far as support, we need to create a support structure for supporting student use of the service. Currently, the EZ-Backup team consists of three staff who support departmental IT staff who in turn support over 2100 systems. It would not be possible for the staff of three to directly support hundreds or thousands of students, so we need a support structure in place to do this. As far as billing, the billing algorithms for EZ-Backup are different enough from other services that we cannot simply use the same billing mechanism. Other services that are billed through your bursar account have a flat fee per month, whereas EZ-Backup has a variable rate based on how much data we back up per system.

We are also not sure how many students would be interested in the service if we did offer it to them, so we are not sure what priority to put on this effort. If you have any opinions on this, we would appreciate hearing them. Contact us via email at ezbackup@cornell.edu

Questions about TSM software

1.  Can I customize my automatic scheduled backup times, frequencies, etc? Would I have the option of scheduling an automated backup process to run on a daily or weekly basis? Does this include choosing the start time of the backup process?

Yes, we can define a "backup schedule" to suit your needs. There are many options, including choosing the starting time and changing the length of the backup window. If you would like to request a different backup schedule for your computer, email us at ezbackup@cornell.edu. Be sure to include your node name.

2.  How many versions and for how long are files kept/saved with EZ-Backup? For example, can I specify the number of versions of each file to keep or is it time based (keep all versions less than 30 days old)? What are the limits for this feature?

There is quite a bit of flexibility here. Here's how it works:

An EZ-Backup "management class" defines things such as how many extra versions of a file are kept, and for how long. This can be specified separately for files that exist on your workstation vs. files that have been deleted from your workstation. Files on a workstation can be mapped to different management classes, allowing you to have different levels of backup (or archive) protection for different types of files. This mapping is done using rules that are placed into the EZ-Backup options file (TSM Backup Preferences or dsm.opt) on the workstation. The rules can have wildcards in them, making it easier to map classes or collections of files with one rule. If you don't map a file to a management class, it is mapped to a default management class.

For backed up data (vs. archived data), the defaults:
If file exists on workstation:

  • Number of backup versions to keep: up to 3
  • Number of days to retain extra versions: up to 30

If file no longer exists on workstation: 

  • Number of backup versions to keep: 1 
  • Number of days to retain last version: 60  

For archived data:
When a file is archived, by default, it does not expire. However, at the time a file is archived, a management class may be selected which designates a retention period for that file. For files that have a retention period of more than six months, we keep a mirror copy of that file. If the file is deleted from the workstation, the archive data will remain for the duration of the retention period associated with that file. 

For departments with quite a few computers, we can set up a departmental "Policy Domain" which has its own private set of "management classes". It is strongly suggested that departments have their own policy domain if they have several computers. This way we can tailor management classes to your department's special requirements. 

The list of management classes, and their definitions, can be viewed from the EZ-Backup software program running on your workstation (see Viewing Policy Information). To get a new management class set up, simply tell us what you need and we will set it up for you. Once set up, you can use it however you wish by specifying appropriate rules in the EZ-Backup client options file.  

For more in-depth information on management classes, refer to the TSM/ADSM manuals for your platform.

3.  Under what circumstances will I get notified by email that my computer was not backed up?

  1. You must have requested that you wanted to get notified. There is an option for this on the EZ-Backup Subscription Form. The default (if you leave the option blank) is that you should be notified after three days have elapsed without a backup.
  2. If you are using the ADSM or TSM Scheduler, and the latest scheduled backup succeeded, and that latest backup is recent enough, then you will not get notified.
  3. If your latest scheduled backup failed or is not recent enough, then a further check is made of the backup information for each of your computer's disk volumes. If any of these disk volumes have not been backed up recently enough, then you will get notified via email that your computer was not backed up recently. The email will contain information about each of your disk volumes, listing the latest backup date.

4.  What are the options for number of days to be notified of backups? What is the valid range of days that can be specified if a backup has not occurred within a specified number of days? For example are 1 day and 30 days both valid choices? Are "always" and "never" also options?

The options are:

  1. Always get notified, regardless of whether you were backed up or not.
  2. Never get notified.
  3. Get notified after N days have passed without a successful backup. The valid values for N are any positive integer.

5.  How do I get notified more or less quickly about my system not getting backed up?

Send email to ezbackup@cornell.edu. Include the name of your EZ-Backup system (nodename) and also specify one of the following:

  • The number of days that you want to elapse before you start getting notified that your computer has not been backed up, or
  • That you always wish to get notified whether your computer is backed up or not, or
  • That you never want to get notified if your computer is not backed up.

6.  How does the "Archive" feature differ from the "Backup" feature?

The EZ-Backup software makes distinctions between the "backup/restore" function and the "archive/retrieve" function.

When a file is backed up, it is stored on the EZ-Backup server for a specified number of days and a specified number of versions. For more info, see the version information. Backups are usually incremental, which means files are backed up only if they have changed since the last backup. For more info, see incremental backups. According to Tivoli, the EZ-Backup software vendor:

"Backup: The process of saving the files on your computer to a server. The server is usually in a different location. TSM can retain multiple versions of a file that you backed up to the server. For example, you backed up a file on Monday, updated the file on Tuesday and then backed it up again to the server. TSM retains the backup version you made on Monday and changes it to an inactive version. The file that you backed up to the server on Tuesday becomes the active backup version."

"Restore: The process of copying files that you backed up (backup versions) from the server to your computer. You can restore a backup version to its original location or a different location on your computer."

Archival is not incremental. When you archive a file, it will stay stored in the EZ-Backup server forever (or until the retention period of the associated management class is reached). If you delete the file from your computer, nothing would happen to the archived copy of that file (if it was archived). However, a backup copy of that file would expire 60 days (default) after the file was deleted from your workstation. By default, we maintain two copies of long-term archival data, but you are only charged for one copy. According to Tivoli, the EZ-Backup software vendor:

"Archive: The process of saving your files to a server in objects called active packages. You can assign a description to an archive package. Files that are archived are called archived copies. The server usually retains an archive copy for a long period of time, but keeps only one version on the server."

"Retrieve: The process of getting your archived copies back from the server. You can retrieve them to their original location or to a different location on your computer."

Backups are intended to protect data. Backups are usually automated. Archives are intended for long-term archival of data. Archival is usually done manually.

7.  What are the choices for recovering stored files? For example, can we do any of the following during the restoration process: restore all files; restore individual files; restore entire directory trees?

Yes, there are options to do all of the above. The first option is actually an extreme case of the third option, where the directory tree simply starts at the root level of the volume. For the second option, you can either specify the filename or select files individually from a directory-structured menu of your backup files.

8.  Are there any manuals online?

Yes. See the EZ-Backup Publications and Documentation page for a complete list.

9.  What does "incremental" backup mean?

Your first backup will be a full backup of all included drives, directories, and files. Subsequent backups will be incremental; that is, only new or changed items will be backed up. (Deleted items are noted, as well.) Initial full backups will take much longer than subsequent incremental backups. Incremental backups usually take only a few minutes.

10.  Is it possible to use EZ-Backup over a modem?

Yes. It is possible to use EZ-Backup over a modem. However, it is not recommended unless you are using a high-speed modem, and it is an incremental backup, not the initial backup. For more information on incremental backups, see incremental backups.

11.  How does the EZ-Backup software process Include/Exclude rules?

The EZ-Backup software processes the exclude and include options as follows:

  • Only files are checked, not folders. Therefore, any volume or hard drive listed as part of the backup DOMAIN in your options or preferences file will have all of the folders in its directory structure backed up, even if the files in those directories are excluded using simple exclude statements.
  • One file at a time is processed through the include/exclude rules from the bottom of the list to the top until a filename match is found. If a match is found, the processing stops and determines whether the action is to include or exclude. In the case of an include, the file is sent to be backed up. In the case of an exclude, the file is not sent for backup. Any subsequent matches in include or exclude statements will be ignored since processing of the file ends at the point that a filename match is established. The process repeats for each file in the domain.
  • If a file does not match any include/exclude rule, it is implicitly included and therefore backed up.

Note: Includes and excludes apply to both manual and scheduled backups.

Note: Exclude.dir cannot be overridden.

For a more in-depth discussion, refer to the vendor's documentation at

http://publib.boulder.ibm.com/infocenter/tsminfo/v6r2/topic/com.ibm.itsm.client.doc/c_cfg_ieproc.html

12.  Does EZ-Backup use file compression?

The EZ-Backup software has both client and server level compression options. At Cornell, we force compression ON at the server, so that the client (you) has no choice but to use compression. We do this to conserve network bandwidth and server storage utilization. If we wanted to, we could have configured the server so that the client could choose to compress data or not, at your choice. This choice would be specified in the "ADSM Preferences" file on your computer. Because we have forced compression ON, there is no need for the COMPRESS option in this file; it is overridden by server-level compression.

By using server-level compression, the data that you back up or archive is first compressed by your workstation before being stored on the EZ-Backup server. Compression efficiency depends quite a bit on the type of data that is being compressed. Executables may be less compressable than documents. (Note that the ADSM Scheduler does report the compression percentage in the summary statistics at the end of the scheduler log.) In general, we tend to see about a 2-1 ratio between what is stored on the workstation and what is stored on our EZ-Backup server.

Related notes:

  • Files that are compressed on the workstation tend to expand when the EZ-Backup software tries to compress them. The software is smart enough to know not to try compressing them. Instead, the client (workstation) just sends the file as is to the EZ-Backup server.
  • It is possible to "exclude" certain files from being backed up at all. See question 11.
  • As files are changed, extra versioned backup copies of those files are kept around for a time. Defaults: up to two extra copies for up to 30 days. This adds a small amount of extra backup storage, depending on how much data is changed on a daily basis. Rule of thumb: add 5-10%.

13.  How do I view policy information?

To display your "Policy Information", i.e. tell how many versions EZ-Backup keeps on the server and for how long they are kept, you can check through the ADSM or TSM Backup client.

  1. Start the ADSM or TSM Backup client
  2. Under the "Utilities" pull-down menu, select "View Policy Information"
  3. In the scroll window...
    • To see how many versions exist on the EZ-Backup server if a file still exists on the workstation, check "Versions Data Exists" (for the STANDARD management class, default = 3 versions)
    • To see how many versions exist on the EZ-Backup server if is deleted from the workstation, check "Versions Data Deleted" (for the STANDARD management class, default = 1 version)
    • To see how long extra versions exist on the EZ-Backup server if a file still exists on the workstation, check "Retain Extra Versions" (for the STANDARD management class, default = 30 days)
    • To see how long extra versions exist on the EZ-Backup server if the file is deleted from the workstation, check "Retain Only Version" (for the STANDARD management class, default = 60 days)
  4. For more information about Management Classes, see the version info.

14.  How can I find out how much space my data is using on your server and how much I will be billed for?

Unfortunately, it's not possible to check the storage space used from the client side. Our billing scripts do queries on the nodes each day, drop the five highest amounts (to accommodate temporary spikes), and average the rest over the entire month to come up with the storage amount billed. So the billing summaries are the best indicators of space used.

For related info, see:

15.  Can I use the same nodename for more than one machine?

While it may be technically possible, it is not a good idea to use more than one computer per EZ-Backup nodename. There are several reasons:

  1. The EZ-Backup Team does not support this.
  2. Tivoli does not recommend this.
  3. You run the risk of overwriting data each backup.
  4. Our license agreement does not allow this.

16.  Is it possible to back up a computer with a dynamic IP address?

Yes. The EZ-Backup software is not dependent on the IP address of the client system. It uses a "nodename" and "password" scheme to authenticate the client system, not the IP address. Therefore, your computer can be backed up from anywhere, as long as you have a network connection (either over a LAN or a modem) and a valid IP address. (See the modem question for more info on backing up over a modem.)

17.  Do I need Kerberos running for the EZ-Backup software to work?

No, EZ-Backup does not rely on Kerberos. The EZ-Backup software uses a "Kerberos-like", two-way authentication process. There is a unique password that goes with each EZ-Backup node name. Access to stored files is also password protected. Only the EZ-Backup software use this nodename/password scheme. Your Kerberos password is a separate process.