Configuring Data Protection for Microsoft Exchange Server by using the Tivoli Storage Manager Configuration Wizard

Configuration requirements for Data Protection for Exchange Server, Tivoli® Storage Manager, and other applications vary. The requirements depend on which Data Protection for Exchange Server features you want to use. For example, if you plan to use VSS operations, the Tivoli Storage Manager backup-archive client, serving as the VSS Requestor, must also be installed and configured.

1. Start Microsoft Management Console (MMC) by clicking Start > All Programs > Tivoli Storage Manager > Data Protection for Microsoft Exchange Server > DP for Exchange Management Console.
2. From the start page, click Configuration. Alternatively, from the navigation tree, go to the Configuration node. Then, double-click Wizards.
3. In the results pane, double-click TSM Configuration to open the Tivoli Storage Manager Configuration Wizard.
4. Follow the instructions on the pages of the wizard and click Next to move to the next page.
   1. In the Data Protection Selection page, select Exchange Server. Click Next.
   2. Review the results of the requirements check and ensure that you address any errors or warnings.
      Click Show Details to view a list of individual requirement results.

      • If you do not have a license for the application that you are configuring, the license requirement check fails. You must either go back to the Data Protection Selection page and clear the selected application to proceed with the configuration, or obtain the necessary license
      • If you do not have all the user roles that are required for individual mailbox restore operations, click the Warnings link and follow the wizard prompts to add the missing Exchange Server roles. If you are a member of the Exchange Organization Management group and have sufficient role-based access control (RBAC) permissions, you can automatically add the missing roles. If you are not a member of the Exchange Organization Management group and have insufficient RBAC permissions, you must manually add the missing roles.
   3. In the TSM Node Names page, specify the Tivoli Storage Manager node names, which exist on the same system, to use for the applications that you want to protect.
      • In the VSS Requestor field, enter the node name that communicates with the VSS service to access the Exchange Server data.
      • In the Data Protection for Exchange Server field, enter the node name where the Data Protection application is installed. This node name is used to store the Data Protection for Exchange Server backups. If you configure the DAG Node on this wizard page, Exchange Server DAG database backups are not stored under the Data Protection for Exchange Server node. The backups are stored under the DAG node.
      • In the DAG Node field, enter the node name that you want to use to back up databases in an Exchange Server DAG. With this setting, backups from all DAG members that are configured to use the DAG node are backed up to a common file space on the Tivoli Storage Manager server. The database copies are managed as a single entity, regardless of which DAG member they are backed up from. This setting can prevent Data Protection for Exchange Server from making too many backups of the same database.

        Ensure that you configure all of your DAG members that have copies of the same database so that all use the same DAG node. On the Tivoli Storage Manager server, ensure that you register the DAG node name. All of the DAG member nodes (the Data Protection nodes) must be granted proxynode authority to run backups on behalf of the DAG node. All of the DSM Agent nodes (the backup-archive client nodes) must also be granted proxynode authority. If you do not want to manually update these properties, you can use the configuration wizard to set the properties on the Tivoli Storage Manager server.

      Create a node name that can help you to distinguish the type of backup that runs. For example, if your host name is MALTA, you can name the VSS Requestor node name MALTA, and you can create a Data Protection node name that is called MALTA_EXC. For an Exchange configuration, the DAG node name does not need to relate to the VSS Requestor or the Data Protection for Exchange Server node name. For example, you can name it TSMDAG.

   4. Enter information for the Tivoli Storage Manager server that you are connecting to and click Next to continue.
      • In the Tivoli Storage Manager Server Address field, enter the TCP/IP domain name or a numeric IP address for the Tivoli Storage Manager server that contains the backups. Obtain this information from your Tivoli Storage Manager server administrator.
      • In the Tivoli Storage Manager Server Port field, enter the port number for the Tivoli Storage Manager server that contains the backups. Obtain this information from your Tivoli Storage Manager administrator.
      • Specify whether to have the wizard to configure the Tivoli Storage Manager server for you by generating a configuration macro file.

        If you click No, the macro file is available at the final page of the wizard and can be provided to the Tivoli Storage Manager administrator as an example of one way to configure the Tivoli Storage Manager server to support application data protection.

        If you click Yes, the wizard starts the macro during the Configuration step in the wizard. Review the macro file and update it if needed.

        After you click Yes, enter the following information in the appropriate fields and perform the following actions:

        • The name of the Tivoli Storage Manager administrator account.
        • The password for the Tivoli Storage Manager administrator.
        • Click Test Communications if you want to test your connection with the Tivoli Storage Manager server. This option is not available until the VSS Requestor is installed.
        • Click Review/Edit to review or update the Tivoli Storage Manager macro file. Alternatively, you can review the macro file and directly run the commands on the Tivoli Storage Manager server.
   5. Select the Default configuration setting. When you select the Default configuration setting, the VSS Requestor is configured in addition to the applications that you selected. The client and agent services are also registered and configured, and a schedule to support historical managed capacity is defined.
   6. Review the results of the configuration process. Click Show Details to view a list of individual configuration results.
5. Click Finish in the Completion page.
6. Optional: For a VSS configuration, verify that the Run VSS diagnostics when this wizard exits option is selected. When this option is selected, a diagnostic process tests the VSS snapshots on your system after you complete the wizard.
   Attention: If the configuration is for space-efficient target volumes for SAN Volume Controller or Storwize® V7000, testing VSS snapshots deletes previous backups that are created for the volumes that are selected in the test wizard.