Add a self-service protection policy for Storage Direct
Select a self-service protection policy if you want your backup application to manage the local protection stage, and
PowerProtect Data Manager to handle the additional stage by backing up selected assets within a policy. You can use the
PowerProtect Data Manager UI to add a self-service protection policy for Storage Direct data protection.
Prerequisites
Review the prerequisites.
If you have added a LUN to a storage group since the last SMIS server discovery, run a
Discover of the SMIS server.
Ensure that there is no lock on the VMAX.
Before you perform a backup on a weekly or monthly schedule from the protection policy, ensure that the
PowerProtect Data Manager time zone is set to the local time zone. If the
PowerProtect Data Manager time zone is not set to the local time zone, the weekly or monthly backup still runs but is triggered based on the
PowerProtect Data Manager time zone.
If applicable, complete all of the virtual network configuration tasks before you assign any virtual networks to the protection policy. The
PowerProtect Data Manager Administration and User Guide provides more information.
NOTE: Storage Direct does not support compliance mode retention lock. The
PowerProtect Data Manager Administration and User Guide provides more information about retention locking.
Steps
From the left navigation pane, select
Protection > Protection Policies.
The
Protection Policies window appears.
In the
Protection Policies window, click
Add.
The
Add Policy wizard appears.
On the
Type page, specify the following fields, and then click
Next:
Name—Type a descriptive name for the protection policy.
Description—Type a description for the policy.
Type—Select
Storage Group.
The
Purpose page appears.
In the
Purpose page:
Select
Self-Service Protection.
PowerProtect Data Manager.
Select one of the following options:
If this is a new Storage Direct environment, select
PowerProtect Data Manager will automatically provision and manage all storage required to meet this objective.
When selected,
PowerProtect Data Manager will perform the provisioning of the Storage Direct environment and create the required configuration on both the VMAX storage and the DD system. For example, a backup device group and restore device group are created on the DD system, and a backup storage group that is linked with the source storage group, and a restore storage group, are created on the VMAX.
If this is an existing Storage Direct environment, select
PowerProtect Data Manager will not provision and manage my storage.
When selected, only the storage group assets in the existing configuration will appear in the
Assets page. Also, no additional configuration will be performed since this was already completed during setup of the stand-alone Storage Direct environment. The configuration will be read from the configuration file and stored in the
PowerProtect Data Manager database.
Click
Next.
The
Assets page appears.
Select the unprotected storage groups that you want to add to the backup of this protection policy group. Within this page, you can filter by host or asset name to locate the required assets. Ensure that any assets you add to the policy have a hostname entry in the
Host column.
The
Assets page displays the storage groups that are attached to the host that are unprotected (storage groups that have not been assigned to a protection policy).
Click
Next.
The
Objectives page appears.
On the
Objectives page, select a policy-level Service Level Agreement (SLA) from the
Set Policy Level SLA list, or select
Add to open the
Add Service Level Agreement wizard and create a policy-level SLA.
The
PowerProtect Data Manager Administration and User Guide provides instructions.
Click
Add under
Primary Retention.
The
Add Primary Retention dialog appears.
On the
Retention pane, under
Recurrence: Self-Service, specify the
Retain for period for which the backup scheduled by self-service is to be retained.
Specify the fields on the
Target pane of the
Add Primary Retention dialog.
If you are a new Storage Direct user, the
Storage Name and
Network interface lists are enabled for selection, and the
Retention Lock slider can be moved to On. If you are an existing Storage Direct user, the
protection storage destination is selected automatically and you cannot modify the selection. Also, the
Retention Lock slider cannot be moved.
Storage Name—For the primary retention, select a destination from the list of
protection storage, or select
Add to add a
protection storage system and complete the details in the
Storage Target window.
NOTE: The
Space field indicates the total amount of space, and the percentage of available space, on the storage system.
Network Interface—Select a network interface from the list, if applicable.
Retention Lock—Move the
Retention Lock slider to the right to enable retention locking for these backups.
The retention lock mode setting comes from the configuration of the selected storage unit. When you enable retention locking, the
Retention Lock Mode field displays the corresponding storage unit setting.
Setting a retention lock applies to the current backup copy only, and does not impact the retention lock setting for existing backup copies.
SLA—Select an existing service level agreement that you want to apply to this schedule from the list, or select
Add to create an SLA within the
Add Service Level Agreement wizard.
The
PowerProtect Data Manager Administration and User Guide provides instructions.
Click
Save to save your changes and return to the
Objectives page.
The
Objectives page updates to display the name and location of the target storage system under
Primary Retention.
NOTE: The
Extend Retention objective was removed in
PowerProtect Data Manager 19.12. If updating to the latest version from an earlier version, the
Extend Retention objective continues to be supported for policies that are already configured with this objective. However, you are unable to view the existing configuration or delete the objective. The
Extend Retention objective cannot be modified.
After completing the
objective, you can change any details by clicking
Edit next to the
objective.
Optionally, replicate the backups:
NOTE: To enable replication, ensure that you add remote
protection storage as the replication location. The
PowerProtect Data Manager Administration and User Guide provides detailed instructions about adding remote
protection storage.
When creating multiple replicas for the same protection policy, it is recommended to select a different storage system for each copy. If you select a storage unit that is the target of another
objective for the same policy, the UI issues a warning. The
PowerProtect Data Manager Administration and User Guide provides information about replicating to shared
protection storage to support
PowerProtect Cyber Recovery. Verify the storage targets and the use case before you continue.
Click
Replicate next to
Primary Retention. An entry for
Replicate is created to the right of the primary
objective.
Under
Replicate, click
Add.
The
Add Replication dialog appears, indicating that replication will be added for replication of the backup to a secondary
protection storage system. When you select the destination storage, the
Space field updates with the available capacity on the system.
Select when to replicate the backups:
For replication of the primary backup, the schedule frequency can be every day, week, month, or
x hours.
For daily, weekly, and monthly schedules, the numeric value cannot be modified. For hourly, however, you can edit the numeric value. For example, if you set
Create a Full backup every 4 hours, you can set a value of anywhere 1 to 12 hours.
Retention Lock and
Retain for are inherited from the primary retention, and cannot be configured in the
Add Replication dialog.
Click
Save to save your changes and return to the
Objectives page.
Click
Next.
The
Summary page appears.
Review the protection policy configuration details. You can click
Edit next to any details to make changes. When completed, click
Finish.
An informational message appears to confirm that
PowerProtect Data Manager has saved the protection policy.
Click
OK to exit the window, or click
Go to Jobs to open the
Jobs window to monitor the configuration of the new protection policy group.
You can monitor and view detailed information in the
Jobs window for self-service backups and restores of database application agents.
NOTE: The
Cancel and
Retry options are not available for self-service jobs that are created by database application agents.
The
Jobs window breaks down the
Storage Group protection by VMAX storage group. Click the link next to the storage group to open the
Details pane, where you can view more specific information about the job tasks, such as:
Creation of vDisks in the DD system and creation of backup and recovery storage groups.
Encapsulation, which involves creating backup and restore FTS devices on the VMAX and linking the DD vDisk with FTS.
Creation of the initial snapshot backup, and linking of the snapshot to the protection storage group.
Notification that a new configuration file has been pushed to the host.
If replication was selected, notification that a job for MTree replication was also initiated.
Job tasks vary depending on whether you are a new user or an existing Storage Direct user.
Next steps
Run the following command from the host to verify that snapshots will be created for each storage group in the protection policy, and to ensure that a successful relationship has been established between the source device and the backup FTS device for movement of data from the VMAX to
protection storage.
symsnapvx - sid xxx -sg
storage group name list
An
X in the Flags section of this output, as shown in the following, indicates that the relationship has been established without any issues.
Once the snapshots and relationship are verified, the
protectpoint snapbackup create command is used to perform the self-service backup. This command uses the configuration file that is created automatically upon the addition of storage groups to a
Storage Group protection policy. The configuration file provides information about the VMAX and
protection storage system attributes and the storage groups protected by this policy.
You can access the configuration file, for example,
VMAXPolicy1.config, by going to the
C:\Program Files\DPSAPPS\ppfsagent\config directory. The file name contains the name that you provided for the
Storage Group policy.
NOTE: Do not modify this configuration file.
Run the following command to perform the self-service backup. This command example is from a Windows system.
Upon successful completion of the backup, output similar to the following is displayed:
NOTE: The backup job details are not visible to the users who are in the user, backup administrator and restore administrator roles. Only the users who are in Admin and Administrator roles can view the backup job details.
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