Configuring the connection between the HSM for Windows client and the Tivoli Storage Manager server

You must configure the connection between the HSM for Windows client and the Tivoli® Storage Manager server before you can use the HSM for Windows client.

1. In the Option File Task page, choose whether to create an options file or update an existing options file. If there is no options file, you must create an options file. Click Next.

   The HSM for Windows client stores configuration information in the dsm.opt file that is in the HSM for Windows client installation directory. It does not use the dsm.opt file that is used by the Tivoli Storage Manager backup-archive client.

   Attention: Use only the HSM for Windows client GUI to change HSM for Windows client options. Editing the HSM for Windows client dsm.opt file by another method risks corrupting the file, and can lead to loss of data.

   Password and names of file spaces are also stored and managed separately from the backup-archive client. They are stored and managed with the Windows registry entries of the HSM for Windows client.

2. In the TPC/IP Parameters window, enter the server address and port for the Tivoli Storage Manager server. Select TCP/IP options and select Next. Each HSM for Windows client can connect to only one Tivoli Storage Manager server for migration. This server can be different from the one that is used by the backup-archive client. If you do not select the box for TCP/IP V4 and TCP/IP V6, the HSM for Windows client uses only TCP/IP V4.
3. In the TSM Authentication window, enter the Tivoli Storage Manager client node name and click Next. The node name must be registered with the Tivoli Storage Manager server. If you want to clearly identify the HSM node as distinct from the backup-archive node, choose a different node name for the HSM for Windows client. If the computer is a cluster node, the client node name must be the cluster node name.
4. Optional: Configure the HSM for Windows client for a cluster configuration. If the computer is a cluster node, the Cluster Configuration window is displayed.
   1. Copy the Tivoli Storage Manager server administrative command grant proxynode target=targetname agent=agentname from the Cluster Configuration window.
   2. Run the command on the Tivoli Storage Manager server console, operations center command line, or administrative client command line. The value of the target parameter (the cluster node name) and the value of the agent parameter (the client node name) must be registered with the Tivoli Storage Manager server as client nodes.
   3. Click Next.
5. In the TSM Password Access window, select the password access option and click Next.

   If you use Password Generate, Tivoli Storage Manager automatically handles the password. As a result, there is no requirement for you to maintain a password or deal with password expiration.

   The Tivoli Storage Manager API uses the registry entry of the backup-archive client to store the automatically generated password. If you want to keep the logon parameters of the HSM for Windows client separate from the logon parameters of the backup-archive client, register the HSM for Windows client under a node name different from the node name that is used by the backup-archive client.

   If you select the Password Prompt option, you must specify a password to be used by the HSM for Windows client to log on to the Tivoli Storage Manager server. This password is stored and encrypted by the HSM for Windows client and is used automatically for each logon to the Tivoli Storage Manager server. In addition, in Password Prompt mode, a password is not required for operations such as running migration jobs or searching a file space.

6. In the Set or Change Password window, type the password for the node and click Next. The password was created when the node was registered with the Tivoli Storage Manager server. You can change the password in this panel.
7. In the TSM Server Connection window, verify the values that you configured in the previous windows. Click Apply.
8. In the TSM Server Management Class window, select the management class that is the default when you create a migration job or configuration threshold migration and click Next. The choice is the default for migration jobs and threshold migration, but you can override the default on each operation. Information in the window indicates the suitability of the management class for archived migration copies.
9. In the default file-security window, specify whether file security attributes (ACL) are migrated and retrieved and click Next. The choice is the default for migration jobs, list migrations, selective retrieves, and threshold migrations. You can override the default on each operation in a job file or with a command parameter.
10. In the Alternate Data Streams window, specify whether Windows alternate data stream (ADS) data is migrated or retrieved and click Next. The choice is the default for migration jobs, list migrations, selective retrieves, and threshold migrations. You can override the default on each operation in a job file or with a command parameter.
11. In the Backup Before Migration window, configure whether files are backed up before they are migrated and click Next. If you choose to back up files before migration, select an options file for the backup. If this option is cleared, the default is to back up before migration. The choice is the default for migration jobs, list migrations, and threshold-migration configurations. You can override the default on each migration job and each threshold-migration configuration.
12. Optional: If no file space was registered, the Initial File Space Registration window is displayed. Enter the name of the default file space to store migrated files from your client node on the Tivoli Storage Manager server, or select the Skip file space creation check box. Click Next. If you enter the name of a file space that does not yet exist, the HSM for Windows client creates the file space. Select the Skip file space creation check box if you want to create a file space when you define a migration job or threshold migration, or start a list migration.
13. Confirm the settings in the Completing the TSM HSM Configuration Wizard window. If all options are correct, click Finish. If you must make corrections, click Back.