Policy Management

1. Policy Management

2. Policy Domain Policy Set Management Class Backup Copy Group Archive Copy Group Policy Management

3. Disk pools Optical pools Tape pools Centrally Managed by Business Policy Policy Domain 1 DB Backup Policy Archive Policy Space Policy Policy Domain 2 TSM Server Backup Policy Archive Policy Space Policy Branch Office Backups WAN • Centrally defined policies manage data. • Allow different types of data to be treated differently.

4. Disk pools Optical pools Tape pools TSM Server How Tivoli Storage Manager Stores Client Data 3 1 2 TSM DB

5. Disk pools TSM Server Optical pools Tape pools How Policy-driven Backup Works 3 4 2 1 Backup or Archive TSM Database Policy Domain Policy Set Management Class Archive Group Backup Group copy group copy group Space Policy

6. Policy domain: Appserver Policy set OLD Policy set NEW Policy set ACTIVE NODES: ACCTREP1 ACCTREP2 MKT1 . . . MC1 MC2 SCHEDULES: DAILY WEEKLY MONTHLY . . . Back CG Arch CG Arch CG Policy Management Overview Client Server Include c:\taxes\* 7YEARS DSMC Archive -ARCHMc=MC Grace backup retention Grace archive retention

7. Policy Domain DOMAIN n Node names DOMAIN n Node names Windows 2000 Server DOMAIN 2 Node names DOMAIN 2 Node names DOMAIN 1 Node names Win2Kname1 Novell AIXname1 DOMAIN 1 Node names Win2Kname1 Novell AIXname1 Windows NT Windows 2000 Server MC MC Novell Novell MC MC MC MC MC Policy set Policy set SUN Grace period backup Grace period backup SUN Grace period archive Grace period archive HP AIX

8. MC1 STANDARD default MC SPECIAL MC DEPT_M42 Policy Set Overview • Collection of management classes • Only one active policy set per policy domain • Any number of inactive policy sets • Contains one default management class • Stored in Server Database • Policy set names may be 1 to 30 characters Policy domain Policy set OLD Policy set NEW Policy set ACTIVE

9. Copygroup STANDARD type=backup MC Space Parm Copygroup STANDARD type=archive Management Class • Represents a service level agreement. • Associated with: • backup copy group • archive copy group • Default management class does not require a backup copy or an archive copy group. • Clients may explicitly select a management class. • Store in Server Database. • Management class names may contain 1 to 30 characters.

10. MC Space Parm Copygroup STANDARD type=backup Copygroup STANDARD type=archive Copy Group • Parameters that control the generation and expiration of backup and archive data. • Two types of copy groups: Backup and Archive. • MGMTCLASS can have 0, 1, 2 copy groups. • All copy groups are named STANDARD.

11. Copy Group Parameters • Set of backup parameters • frequency • mode (modified/absolute) • destination • copy serialization • # versions • # versions when file deleted • retention days for all but last version • retention days for last version when file deleted • Set of archive parameters • frequency (always Cmd) • mode (always ABSolute) • destination • copy serialization • retention days for archive copies

12. Default Server Policies Policy Domain STANDARD Policy set STANDARD Backup Copy Group STANDARD Default domain on REGister Node Archive Copy Group STANDARD BACKRETention=30 ARCHRETention=365

13. Default Policy Type = Backup DESTination = Backuppool FREQuency = 0 VERExists = 2 VERDeleted = 1 RETExtra = 30 RETOnly = 60 MODE = MODified SERialization = SHRSTatic Type = Archive DESTination = Archivepool FREQuency = Cmd RETvr = 365 MODE = ABSolute SERialization = SHRSTatic Related Server Option EXPINterval hours

14. 1 2 3 4 5 6 Storage Manager File Backup Process Day Backup Versions 1 C 2 1 C 2 1 3 Resume.doc C 4 2 1 3 C C= changed 5 4 3 2 1 C 4 3 2 1 5

15. Storage Manager File Backup Process (cont.) Day Backup Versions 1 1 C A 1 2 C 2 I A Resume.doc 3 1 2 3 C I A I A=active I=inactive 4 4 3 2 1 C A I I Gone 3 4 2 5.... I I A 3 2 4 ? ? A I I

16. Storage Manager File Backup Process (cont.) Backup Versions Day 1 1 C A 2 2 1 C A I 3 3 2 1 C A I I 4 3 2 1 ERASE Resume.doc A=active I=inactive 5 3 2 1 ? 3 2 1

17. TUESDAY WEDNESDAY THURSDAY FRIDAY Storage Manager Archive File Management Deleted (Retain Archive Copy = n days) MYFILE.CHT No Versioning

18. Deriving the MC Incremental/Selective Backup Archive USE: MC specified on • DSMC Archive -ARCHMc= • GUI panel otherwise MC specified on INCLUDE otherwise Default MC in policy domain USE: MC specified on INCLUDE otherwise Default MC in policy domain

19. MONDAY MONDAY WEDNESDAY POLICY.TXT FRIDAY TUESDAY POLICY.TXT FRIDAY POLICY.TXT MC_ARCH2 MC_ARCH1 Binding and Rebinding the MC Incremental/Selective Backup Archive Inactive versions Active version NEW_MC /OLD_MC NEW_MC • MC bound to file during backup. • All backup versions of a file are bound to the same MC. • Backup versions of a file can be rebound to a different MC. • MC bound to file during archive. • Archive files are never rebound to a different MC. • Different archives of the same file may have a different MC.

20. Rebinding MGMTCLASS to Backup Versions Rebinding Instance: MGMTCLASS used: 1 Client changes MGMTCLASS on include MGMTCLASS on include 2 Node assigned to new domain and MGMTCLASS does not exists Default MGMTCLASS 3 MGMTCLASS deleted by administrator Default MGMTCLASS 4 Node assigned to the new domain that exists That MGMTCLASS • Rebinding occurs: • Client runs next backup (incremental/selective) • All backup versions rebound to new MGMTCLASS

21. Policy Domain Grace Retention Periods • Specified on DEFine DOmain command • Backup retention grace period (BACKRETention=30). • Archive retention grace period (ARCHRETention=365). • Used when defaults MGMTCLASS has no copygroup for backup/archive AND... • MGMTCLASS for backup no longer contains backup copy group. • MGMTCLASS for an archive no longer contains archive copy group. • MGMTCLASS no longer exists.