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ShadowControl User Guide
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1. 00 00 to 23 59 in the From field 5 Use the Repeat every setting to specify how often to run an incremental backup Scheduling Example Unlike a typical fixed schedule function in most backup software the flexible SPX backup scheduling feature could support one job performing a backup e Every 30 minutes during business hours Monday Friday e Every hour at night from 6PM to 12AM to capture online transactions e Every 15 minutes from 6PM to 10PM on first Monday or Friday of each month to capture sales totals and reports from the field Mixed The Mixed backup type starts a new backup chain on the specified day of the week or month This job type includes a combination of a full backup then daily incremental backups run on the set schedule until the next scheduled full backup Important Like in a Continuous job the Mixed backup job supports up to three rules using a combination of Add Weekly and Add Monthly schedules Full This schedule executes a full backup at the scheduled time s each week or month Full Manual This option executes a one time full backup of the selected volume This backup occurs outside of any existing scheduled backup The one time backup can start immediately or at a later specified date and time Note If SPX is currently running a scheduled backup job when it receives the request for a manual full backup it will automatically delay the manual request until the current job completes 8 4 SPX Policy
2. Click Install Plugin Log out of vSphere then log back in Run the vSphere client in a browser to display the vCenter home page and open a session with the vCenter host vmware vSphere Web Client f u A OND Administration Note the addition of the StorageCraft icon in the Monitoring section This indicates that the plug in successfully installed 9 Proceed to the Configure the vCenter Plug in section 11 4 Configure the vCenter Plug in After installing the StorageCraft vCenter plug in select Settings in the left side menu to configure the plug in Setting Description 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 49 of 78 lt 5 STORAGECRAFT ShadowControl User Guide Specify either the host name or the IP address of the ShadowControl appliance Note The hostname field can include a port but does not need a prefix For example enter cmd mydomain com 9090 or 127 0 0 1 8080 Do notenter https cmd mydomain com Server Hostname Username Specify a valid user to log into the appliance Password Provide the user s valid password Test r Click Test Credentials to confirm the user login Credentials Update Click Update to save the settings To continue the configuration 1 Click Administration in the left hand navigation pane on the vCenter home page 2 Click StorageCraft gt Summary to display the Summary dialog Note The dialog displays a messa
3. ShadowControl User Guide Page 68 of 78 lt 3 STORAGECRAFT ShadowControl User Guide last_success lt datetime fo last successful verification gt volume lt volume name gt collapse lt type of collapse attempted gt snap ts lt datetime of snapshot gt Chain lt UUID of chain can be used in IM Rest API to access more chain info gt file size lt file size in MB gt l replication name lt replication job name gt status lt IM s description of current status gt queued files lt number of file waiting to be replicated gt r hsr uuid lt uuid of hsr job gt name lt hsr name gt state lt summary state gt tjoba uuid lt uuid of hsr target gt path lt path of hsr target gt state lt target state gt status lt string displayed by IM describing target s current status gt last update lt datetime of last HSR update for this target gt by one entry for every endpt if the request does not inlcude the lt endpt uuid gt parameter wee Field Explanation of content displayed in the report 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 69 of 78 SSS sTORAGECRAFT name org timezone ts jobs_successful jobs_aborted jobs_failed img_total total_size name org tags timezone status lost_contact last_start ram device label mountpoint siz
4. organization and site imply a company name or physical location these groupings can represent any common characteristic shared by a set of endpoints They can also represent a reporting group where particular individuals need reports on the selected endpoints Each organization or site can also have its own set of Status Rules allowing a high degree of granularity for alerts For example a Servers organization could have rules specific to their critical role while a Laptops organization could have more lenient rules appropriate to that platform 2 ShadowControl Operations To begin using ShadowControl an administrator would Install the ShadowControl appliance either on standalone hardware or as a virtual machine Create one or more organizations to associate endpoints with similar functions or locations Create one or more sites within each organization to further associate endpoints with similar requirements Install the ShadowControl agent on each ShadowProtect guarded system Assign each agent to an organization or to a site to monitor it using the ShadowControl console Create and apply backup job policies for ShadowProtect SPX equipped systems Oron ih ES The ShadowControl appliance begins to receive a stream of status data over a encrypted link from each endpoint every five minutes WINDOWS WINDOWS SERVER EXCHANGE SERVER A wr ShadowControl agent ShadowControl agent ENDPOINT ENDPOINT ShadowCon
5. readonly false removable false device Volume 8cdffa3b 8a65 11e2 90b3 806e6f6e6963 mountpoint null size 99 imagemanager folders 7 lost_contact 0 shadowprotect version lang en name ShadowProtect is_msp true company Srvr08R2 expire_date 2015 08 13T00 00 00 000000 is_running true version 5 2 3 37285 days_to_expire 23 is_installed true is_expired false jobs status queued next_run 2015 07 23T05 00 00 000000 destination DocTest Host BackupStore Srvr08R2 name Srvr08R2 failed_time null schedule offsets 2 3 4 5 1 2015 StorageCraft Technology Corporation StorageCraft Support Center ShadowControl User Guide Page 77 of 78 SSS sTORAGECRAFT 2015 StorageCraft Technology Corporation interval 1 time_range T08 00 00 T18 00 00 1 frequency continuous_vss mode incremental repeats 60 1 last_mode incremental last_run 2015 07 22T15 00 00 000000 last_result success last_success 2015 07 22T15 00 00 000000 last_size 337408 timezone 10800 org Servers StorageCraft Support Center ShadowControl User Guide Page 78 of 78
6. shadowprotect version name lt application name as installed gt version lt version string gt lang lt licensed language code gt is installed lt true if installed gt is running lt true if is currently running gt serial lt license serial number gt lt may contain the following fields depending on availability and license type gt is msp lt true if an MSP license gt is trial lt true is a trial license gt company lt name associated with license gt days to expire lt days left until license expires gt expire date lt date that license will expire gt is expired lt true if license has expired gt ops 2 name lt name of jobl1 gt policy lt name of ShadowControl policy used to create the job omitted if no policy gt status lt current job status queued pauses etc gt next_run lt datetime of next scheduled backup gt last_run lt datetime of last backup gt last_mode lt type of last backup full incremental gt last_result lt result of last backup success failure gt last_success lt datetime of last successful backup gt destination lt path to destination gt schedule I time range lt start_time gt lt end_time if defined gt interval 1 frequency lt weekly or monthly gt mode lt full or incremental gt offsets lt list of
7. 8 5 Assigning SPX Policies 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 41 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Administrators can assign a backup policy to endpoints in one of two ways e Directly from the Manage endpoints gt ShadowProtect SPX Policies page e Indirectly by applying a default SPX policy to a ShadowControl Organization Any endpoints assigned to the Organization automatically receive the default SPX policy if they do not already have a backup job configured Note The Manage Endpoints page includes various indicators that identify the current state of each endpoint To assign endpoints directly 1 From the ShadowControl header select Manage Endpoints gt ShadowProtect SPX Policies 2 In the ShadowControl SPX Policies page click Manage Endpoints lt add icon gt of the policy to which you want to assign endpoints 3 In the Manage Endpoints page select the endpoints to add to the policy 4 Select the interval during which each endpoint randomly begins its first full backup Note This prevents overwhelming the Backup Store with multiple full backups simultaneously 5 Click Review Changes Note This displays a list of all endpoints with a change from this session 6 Click Save to confirm the changes made as appropriate and finalizes the endpoint assignment To assign endpoints through a default policy 1 Create the SPX policy 2 Select Configure ShadowC
8. Enables or disables executing the last scheduled backup job if it was missed For Auto execute example because the system was powered missed backups off If SPX missed more than one scheduled job this option runs only the last unexecuted backup job Bypasses the file transfer API in SPX and instead uses Windows processes when there are issues with prolonged backup times Use write cache when saving images 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 40 of 78 lt 5 STORAGECRAFT ShadowControl User Guide Split Image Files Spanned Image Set For example use a into smaller files spanned image set to save a large backup OFF cians image file into smaller files for later transfer onto fixed length media such as optical discs Specify the maximum file size for each of the smaller files in the set The default is 256MB Retention SPX retention options can reduce the amount of space required for backup storage when choosing to perform a Mixed weekly or monthly backup schedule While keeping all backup image files may provide the most options for restoring data this type of approach has two drawbacks e Rapidly consumes available backup storage space e Increases the complexity in determining which point in time file s to select for restoring In practice determine what points in time provide the desired level of protection against data loss Select the schedule and retention policy that
9. Organization Opens a second dropdown list to select which Organization s endpoints to show Ta Opens a second dropdown list to select which g user defined Tag to use to filter the list Assigned endpoints 8 7 Managing Policy based Jobs Although a user can monitor backup jobs on the endpoint using the SPX console the user cannot modify or control start stop or pause the backup a policy based job with SPX ShadowControl instead provides these controls on the Endpoint Details page ShadowControl also manages SPX Policies 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 43 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Unassigning an SPX Policy An administrator can unassign an endpoint from a policy in ShadowControl ShadowControl then presents two options to the user e Convert the SPX policy backup job into a locally managed one or e Delete the job from the endpoint Converting to a local job preserves the existing backup chain It also returns control of the job to the SPX console The Pause Play and Stop controls become active as does editing the job s configuration Caution Deleting the job leaves the endpoint unprotected and ends the current backup chain However the existing backup image files remain in the Backup Store Reassigning an endpoint An administrator can also reassign an endpoint to another SPX Policy Reassignment ends the current backup chain and starts a
10. Endpoint Organization lt latestdate gt lt previous day s date gt lt earliest date gt lt endpt name gt lt orgname gt lt successrate gt lt success rate gt lt success rate gt one entry for each endpt success rates are give as a numeric percentage or if no backups were attempted Sample Output al A B c D E F G H 1 J K L 1 EndPoint Organization 7 10 2015 7 9 2015 7 8 2015 7 7 2015 7 6 2015 7 5 2015 7 4 2015 7 3 2015 7 2 2015 7 1 2015 3 DocTest CentOS6 Desktops 5 5 6 6 4 4 3 3 6 6 6 6 6 6 6 6 4 4 4 5 doctest ubuntu1204 Desktops 10 10 10 10 10 10 1 1 10 10 10 10 10 10 10 10 10 10 6 7 DocTest Win08R2 Servers 11 11 11 11 11 11 11 11 11 11 11 11 11 11 1 1 Same as documented earlier 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 74 of 78 SSS sTORAGECRAFT JSON formatted data date lt current date gt days lt days in report gt rates name lt endpt name gt org current org lt org gt lt site gt success_rates lt date gt lt success rate as a numeric percentage gt one entry for each date with a backup attempt one entry for every endpt in the request 2015 StorageCraft Technology Corporation StorageCraft Support Center ShadowControl User Guide Page 75 of 78 SSS sTORAGECRAFT Sample Output date 2015 07 22 rates
11. It receives status reports from each agent equipped endpoint These reports provide details about the endpoint s ShadowProtect and ImageManager installations backup activity and hardware configuration details The appliance also manages backup jobs on SPX endpoints Administrators use the appliance s browser based console to Configure Endpoint status rules Configure alert and notification settings Configure SPX Policies for distributing backup job templates Monitor Endpoints Schedule reports Manage SPX Policy based backup jobs The appliance keeps a rolling 90 day log of endpoint activity information for reporting purposes while each endpoint maintains its own log ShadowControl provides an appliance backup function to preserve and restore the system history log and system configuration In the event of an appliance failure The ShadowControl agent allows a system either physical or virtual machines to become endpoints Each new endpoint can subscribe to an appliance and become a participating node in ShadowControl Note The agent does not require ShadowProtect on the endpoint However endpoints that have ShadowProtect installed provide greater details and management options than systems with only the agent Administration Schema To supervise these components ShadowControl provides various administrative roles that differ primarily in the scope of the endpoints they oversee e A superadmin manages the appliance as well as add edi
12. e Full Manual 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 37 of 78 3 STORAGECRAFT ShadowControl User Guide Note SPX supports only one continuous backup job per volume Continuous The Continuous incremental backup schedule type first creates a full backup of the volume as a base image file Subsequently SPX creates incremental backup images on the specified schedule to capture changes to the volume To create a continuous incremental backup schedule 1 Select Schedule Type gt Continuous 2 Select the start time for the initial full backup Immediately or Later If Later select a specified date and time to perform the backup 3 Select the schedule for each subsequent incremental backup e Add Weekly Creates incremental backups at the selected time and day s selected Click Add Weekly a second or third time not to exceed three to add more backups at days and times that differ from the initial weekly incremental schedule e Add Monthly Creates incremental backups at the specified days and times on a monthly schedule Click Add Monthly a second or third time not to exceed three to add more backups at days or times that differ from the initial monthly incremental schedule Important Each backup job can support up to a total of 3 scheduling rules using either or both Add Weekly and Add Monthly schedules 4 Selecting A day uses a 24 hour day Selecting A day is the same as specifying
13. success_rates 2015 07 18 2015 07 20 2015 07 23 2015 07 22 2015 07 21 2015 07 19 2015 07 16 2015 07 17 2015 07 14 2015 07 15 2015 07 12 2015 07 13 3 3 4 4 5 5 6 6 6 6 6 6 6 6 6 6 4 4 org Desktops name DocTest CentOS6 hr success_rates org BDR h name DocTest Host success_rates 2015 07 18 2015 07 20 2015 07 22 2015 07 21 2015 07 19 2015 07 16 2015 07 17 2015 07 14 2015 07 15 2015 07 12 2015 07 13 2015 07 11 10 10 10 10 10 10 ud 10 10 10 10 10 10 10 10 ad 10 10 rg Desktops name doctest ubuntu1204 days 10 ShadowControl User Guide Same as documented earlier 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 76 of 78 SSS sTORAGECRAFT Sample Output fda0 1d6a59f545db98a8266ec4669293 status ok name DocTest Win08R2 tags machine_details ram 2047 last_boot 2015 07 22T00 15 48 860000 volumes used 27251 os_vol true boot false label Srvr08R2 readonly false removable false device Volume 8cdffa3c 8a65 11e2 90b3 806e6f6e6963 mountpoint C size 81817 used 28 os_vol false boot false label System Reserved
14. 0600 Organizason Severs Edt Site None Eda Machine Type Server Edit Tags Assign tag Important Applications ea Y ShadowProtect Version ShadowProtect 5 0 4 27363 en License 4231 1245 5643 1234 Jobs Job Name Status Last Success Last Fintsh Time Next Run Time Destination Actions Queved 1730 May 1 17 30 May 1 09 30 May 2 VMBackups B Destinations Destination Path VMBackups Test HostivM Sackups VM Srvrt2 Volumes Listing of all volumes mounted on this EndPowt Volume Free Space Total Space OS Volume Protected 52 77 GB 79 66 GB Yes No More Getail System Reserved 108 70 MB 350 00 uS No No More detail w imageManager version S Craft imageManager 6 5 1 31908 en Registered User Company Senal Number Managed Folders Licensing License Type Total Available Assigned to Agent im Use by Agent ShacowStream Replication 4 5 0 0 Jobs intelagentFTP Repacabon 4 5 0 0 Jods Headstart Restore Jods 5 4 1 1 Network Replication Jods 5 5 0 0 EndPoint Agent info Version 2 0 0 35778 Unsubscribe EndPoint Endpoint Details include sections that describe Double click on an individual endpoint in the Endpoint list to display its details StorageCraft Support Center 2015 StorageCraft Technology Corporation ShadowControl User Guide Page 15 of 78 SSS sTORAGECRAFT f Test win2012 Info Status Good Eventiog Plattorm Windows Server 2012164 System log Processor Intel64 Family 6 Model 56 Stepping 9 Gen
15. 24 The colors in the bar varies green for success red for a failed attempt Note The height of the bar may vary from day to day depending on the number of backup jobs scheduled for that day Backup Alerts Pane This pane displays a list of any ShadowProtect alerts issued It also shows the last successful backup for the VM where backups fail Note This list is a sub set of the messages listed in the Recent Activity pane Recent Activity Pane This pane shows a list of any ShadowProtect issued messages for the monitored VMs 13 Appendix ShadowControl Report API 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 64 of 78 lt 5 STORAGECRAFT ShadowControl User Guide These instructions require experience in e Making HTTP requests in a RESTful environment e Programming or scripting skills and text parsing e JSON formatted output StorageCraft does not support any of these processes and provides this content only on an AS IS basis ShadowControl has one reporting API This API allows a Get Request to retrieve endpoint report information for use in an external reporting system This information can be e Historical Endpoint Data api reports history e Endpoint Current Status api reports status Once ShadowControl receives a request it then e Filters the data based on the access token included in the request For example using an unrestricted token delivers data on all endpoints
16. 4 Configure the vCenter Plug in 11 5 Perform Push Installs 11 6 Using the Summary Dashboard 12 Microsoft System Center Plug In 12 1 Integration Concepts 12 2 System Center Requirements 12 3 Install the System Center Plug in 12 4 Configure System Center 12 5 Perform Push Installs 12 6 Using the Summary Dashboard 13 Appendix ShadowControl Report API 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 2 of 78 lt 3 STORAGECRAFT ShadowControl User Guide ShadowControl User Guide Welcome to the StorageCraft ShadowControl User Guide SnadowControl monitors and manages backup jobs on ShadowProtect equipped systems This Guide describes the ShadowControl technology how to use the product and how to derive maximum benefit from ShadowControl This guide covers ShadowControl v3 0 2 This user guide includes the following major sections ShadowControl Overview ShadowControl Operations Installing ShadowControl Meet the Console Using Status Rule Policies Reporting Upgrading ShadowControl Appliance Backup and Restore Additional Information For emerging issues and other resources see the following e The ShadowControl ReadMe e The ShadowControl forum at www storagecraft com support forum e The StorageCraft technical support Web site at www storagecraft com support html e e The StorageCraft glossary This User Guide is also available from the Help menu on t
17. 8 Click Save New endpoints can now enroll into this site or the administrator can edit an existing endpoint s settings to make it a member of this site Naming Sites When naming a site select a name that reflects the shared characteristic of the endpoints in this group Some examples could be Characteristic Examples Second Floor Location London Finance Department Sales Windows XP Platform Windows 7 7 Status Rules Status Rules are the heart of ShadowControl s monitoring These rules set thresholds for various alerts on endpoint and backup health based on extensive experience All endpoints use the Default policy unless assigned to a specific new policy ShadowControl provides settings for Status Rules are the heart of ShadowControl s monitoring These rules set thresholds for various alerts on endpoint and backup health based on extensive experience All endpoints use the Default policy unless assigned to a specific new policy ShadowControl provides settings for e ShadowControl Rules e ShadowProtect Rules e ImageManager Rules Note Some status rules are active by default while others are optional Administrators can select which rules apply to an endpoint 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 31 of 78 3 STORAGECRAFT ShadowControl User Guide Severity and Status Icons Most of the rules include a setting for severity Warning or Critical ShadowControl
18. Full schedule layer includes the following settings Days of Week Select the specific days where this schedule layer applies Select one or more days Start time Select the time of day to start the Full backup Start time random delay Add a random offset to the start time to help prevent a large number of Full backups from running at the same time This helps mitigate the impact on network and storage resources Repeat Select how often this schedule resets Incremental Mixed or Continuous schedule types Specify the desired schedule Schedule for Incremental backup Click Add Weekly or Add Monthly to add another layer to the schedule up to a maximum of three Each Incremental schedule layer includes the following settings Days of Week Select the specific days where this schedule layer applies Select one or more days From or All Day Select the time span during the day to create Incremental backups All Day specifies that SPX create Incremental backups continuously Start time random delay Add a random offset to the start time to help prevent a large number of Incremental Full backups from running at the same time This helps mitigate the impact on network and storage resources Repeat every Select how often to create incremental backups within the specified time span Schedule Type Use the Schedule Type dropdown menu on the Schedule tab to select which type of backup to perform e Continuous e Mixed e Full
19. Set Timezone to accept it Timezone Reboot Reboots the appliance if a reboot is necessary The appliance does not have command line access so that can t be Appliance used for reboots Shut Down Gracefully shuts down the appliance Appliance Network Network displays the appliance s DNS IP configuration as specified during the appliance install Edit these settings as required should they change Note Editing the IP address may also require changes at the DNS server This is true if any endpoint uses a host name rather than an IP address to subscribe to the appliance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 22 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Use the Public Appliance Address field to specify what address external users should use to access the appliance The default is to use the configured IP address To use an alternate address 1 Select Other in the Public Appliance Address dropdown box 2 Enter the alternate address 3 Click Save Mail Server Mail Server specifies the settings used to send ShadowControl reports and notifications as well as the branding used in those notifications These settings are Setting Description Use this appliance s built in SMTP server Select this option to use ShadowControl s own SMTP server This is the default Specify the email address that will appear in the From prom Andress field This does not have to be a valid a
20. Settings Server Hostname 192 168 1 16 Username superadmin Password mmmn Test Credentials Summary View Days for daily success statistics Total recent activity messages to display Virtual Machines Protected Chart The Virtual Machines Protected chart by detault provides e Current status of the endpoints on all hosts e Drill down feature to display a list of the endpoints in the selected category Note Selecting a specific host in the vCenter Server dropdown list changes the chart to display the status of only those endpoints in the selected host Current Status of the endpoints Each segment of the chart indicates the current status of endpoints 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 54 of 78 ShadowControl User Guide SSS sTORAGECRAFT Virtual Machines Protected Not Installed 50 Protected 130 E Unknown 50 These include e Unknown The plug in cannot communicate with the endpoint Most likely the endpoints require the ShadowControl agent installed It may also indicate a neetworking issue Faulted One or more errors exist with ShadowProtect performing backups Protected These endpoints have ShadowProtect installed and have had successful backups run Unprotected These endpoints may or may not have ShadowProtect installed or the first backup job has not yet run Not Installed These endpoints have the ShadowControl agent installed
21. Support Center Page 60 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Domain Specify the domain the endpoint is part of if required User Name Specify a user name which has administrator rights to the endpoint Password Provide a valid password for the user License Mark the EULA acceptance to continue Agreement Select the Backup Job tab to specify the default backup job for the selected endpoint s Option Details Select a default backup job type from the dropdown list The types are every 30 minutes 24 7 every hour 8 6 M F every two hours 8 6 M F with a full Job Type backup on Sunday or twice a day with a full backup once a month Note For more options use ShadowProtect to create a backup job for the specific endpoint s Job Name Specify a name for the backup job Encryption Password Specify a password to encrypt the backup files Source Volumes Select the type s of volume s to backup from the dropdown list All only boot volumes or only data volumes Types ooo Specify the name of the destination as defined in ShadowProtect Destination ify th h to the backup destinati Path Specify the path to the backup destination Credentials Provide the domain username and password to log into the backup destination EULA Mark the agreement to continue the install Agreement Select the Licensing tab to specify the product key s for the endpoint s Option Details Enter th
22. accounts to grant them the privileges associated with the user role To assign a user role 1 Browse to Configure ShadowControl gt User Accounts 2 Click the Edit icon for the user account to which you want to assign a role 3 On the Edit User Account page select the user roles to assign to this user account then click Save 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 25 of 78 3 STORAGECRAFT ShadowControl User Guide 4 4 User Profile Menu The User Profile dropdown menu appears at the far right of the menu bar Its options are User Identifies the current logged in user Displays the currently logged in user s settings The user can then change their password email address the type of notifications to receive All Critical Only or None or the user s preferred language Click Save to save the new Account settings Settings Note Use the Appliance Accounts option in Configure ShadowContro to change the administrative role if needed Help Opens a new tab in the browser to display this ShadowContro User Guide Requires Internet access About Shows the version and access to license info on ShadowControl Logout Logs the user out of the appliance console 5 Reports ShadowControl can generate cumulative reports at these intervals e Daily e Weekly e Monthly It can send these reports to e Superadmin e Administrators e Organization Contacts The Reports option in th
23. at that time the next day Lost communication between and endpoint and ShadowControl The endpoint s response to a loss of communication with the ShadowControl appliance depends on the cause Endpoint Response The administrator unsubscribes the endpoint from This ends communication with the appliance At the ShadowControl appliance that point the ShadowControl agent automatically converts the policy based job into a local job on the endpoint The administrator subscribes the endpoint to a new The new appliance may have a new policy which appliance the administrator could assign to the endpoint The administrator ends the previous local job and its chain and initiates a new chain with the new policy 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 44 of 78 lt 3 STORAGECRAFT ShadowControl User Guide The ShadowControl appliance halts temporarily or The endpoint continues to run the configured permanently backup job However users cannot access the local SPX job controls or edit the configuration of the SPX Policy based job At the endpoint the administrator must run an unsubscribe from the old appliance to transfer control of it to the local SPX console and keep the current backup chain 8 8 SPX Policy Assignments Assigning an SPX policy to a new endpoint When the administrator assigns an SPX Policy to an endpoint ShadowControl distributes a backup job based on the policy config
24. e Go to ShadowControl e Got to settings page vCenter Server Use this dropdown to select e All Servers Displays backup status information from all regsistered hosts ShadowControl User Guide e A particular listed host Displays the backup status of vMs from the selected host Use the Resync button to update information from the selected hosts Go to ShadowControl Click this option to open the ShadowControl console This does not require a separate login Go to settings page This option opens the StorageCraft plug in s Settings page in vCenter The Settings page manages the ShadowControl host s login credentials It also sets the metrics for the Summary Dashboard the number of days to display the daily success statistics and the tolal number of revent activity messages to display 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 62 of 78 SSS sTORAGECRAFT vmware vSphere Web Client fA v TEST TEST local Help eS SSS SSS Se 4 4 Home D amp Settings Administration some SS sTORAGECRAFT Roles Single Sign On ShadowControl Settings Users and Groups Plugin Version 1 0 12 Configuration f Licensing ShadowControl Host Settings j Ucenses Server Hostname 192 168 1 16 Repu Username superadmin Solutions Password serene Client Plug ins vCenter Server Extensions Test Credentials StorageCrant Sarena Summary Vi
25. edit some of these characteristics The Info section includes the following fields Description Reflects the current condition for the device Unresponsive Critical Warning Good Identifies the operating system version 2015 StorageCraft Technology Corporation Event Log displays the ShadowControl log not the Windows System Log to show the cause of alerts Acts like the View details option in the Outstanding Conditions section System Log displays the Windows System Log for the device StorageCraft Support Center Page 16 of 78 ShadowControl User Guide SSS sTORAGECRAFT Processor Identifies the system processor Memory Displays the amount of RAM and page file size Last Restart Gives hours or days since the device restarted IP Identifies both Addresses primary and any subnet addresses Uses the Windows Time Zone data Organization Identifies the device s Click Ed tto display Organization a dropdown box of available organizations Status Rule Identifies which policy Use Configure ShadowControl gt Policy applies to this endpoint ShadowControl Policies to select a different policy Backup Identifies the name of Use the Policy the ShadowControl ShadowControl SPX SPX Policy applied to Policies to manage this endpoint this endpoint s backup job configuration Click Edit to display Machine Shows Server Type Desktop Laptop or Virtual The default se
26. for the next 3 6 and 12 months Note This is only a rough estimate and varies based on the rate of change of data in each backup Storage Summary Specific Role Reports ShadowControl can send a report to a specific role Each role receives a report covering a different set of endpoints SuperAdmin This report covers all endpoints on this appliance This report shows only those endpoints in organizations Administvator assigned to each administrator This report lists only the endpoints in that organization This Organization report is sent to an organization s primary contact Frequency ShadowControl can then send these reports on a selected schedule Never ShadowControl sends no reports Every Day a sends a summary report of the last 24 hours once a Every ShadowControl sends a summary report of the last 7 days once a Week week 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 27 of 78 SSS sTORAGECRAFT Every ShadowControl sends a summary report for the last 30 days once a Month month 5 2 Sample Report ShadowControl User Guide A ShadowControl report can have four sections ShadowControl Appliance SHADOWCONTROL Daily Report cmd2 r e EndPoint Summary ShadowProtect Status StorageCraft ImageManager Status ShadowControl Status a e ImageManager Notifications hadowControt Notitications Vossen A ShadowProtect EndPoint Details Defaut Organization EndPoint B
27. it may back up disk corruption and prevent a during restored volume from working properly However in the backup event of a failed or failing disk it may help preserve any 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 39 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Scripts The Scripts section specifies command files to execute at key points in the backup image file creation process Scripts cannot rely on any user interaction so test each command file before using them with SPX SPX allows from 1 to 30 minutes at each stage for command files to complete The default is 5 minutes If the command files do not complete in the specified time SPX proceeds with the backup while the command files continue executing To use a command file for a particular stage in the backup process 1 Login as a user with admin rights in Windows or ROOT privileges in Linux A Caution Without admin rights or ROOT privileges SPX won t copy command files into the scripts folder 2 Copy the command file s into the Scripts directory in Linux var opt StorageCraft spx libexec in Windows copy the files to C ProgramData StorageCraft spx scripts 3 With the scripts copied into their folder use the Advanced tab in ShadowControl to specify which scripts to run e Start Job Executes the specified file to prepare the system for the backup job e Pre Snapshot Executes the specified script file before
28. problem occurs with VSS such ShadowControl User Guide as with an unreliable third party VSS writer ee Critical Last VSS Backup ShadowProtect may resort to performing a crash No 1 Day Days s Default consistent non VSS backup A crash consistent y Warning A a Default backup may require additional recovery effort so ShadowControl issues an alert whenever the set period of time passes without a VSS backup When checked ShadowControl issues an alert aie Critical Paused Backup Job whenever a backup job remains paused for the set Yes 3 days Days r Default period of time Default Warning 90 When checked ShadowControl issues an alert a uaa Critical Destination Disk Usage whenever the amount of used space in the image file Yes aah ici age Default destination drive exceeds the specified threshold 9 Warning 95 for percentage Critical When checked ShadowControl issues a Warning alert License Status when a system using a ShadowProtect MSP license is 5 Yes N A None None days from expiration It issues a Critical alert when the MSP license expires Warning When checked ShadowControl issues an alert if the Default Service Status ShadowProtect service is not responding Yes N A None Critical 7 3 ImageManager Rules The Status Rules for ImageManager include one Active by Default Rule Severity Rule Description Default Value Options Options Managed When checked ShadowControl issues an alert if the used a monet e Folder Di
29. unsubscribe h to view help with the unsubscribe command These options can be combined as needed 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Task Command Example Description Use the local IP address for onsite endpoints Use the exterrnal IP addrss or DNS name for an offsite ShadowControl appliance Subscribe the endpoint to an appliance on the same local stccmd exe subscribe 192 0 0 2 network Use the local IP address for onsite endpoints Use the exterrnal IP addrss or DNS name for an offsite ShadowControl appliance Generate the Token in Configure ShadowControl gt Tokens list Subscribe the endpoint to an appliance on the same local stccmd exe subscribe 192 0 0 2 T 433a615464aab889485106b network using a Token Since an endpoint can only Unsubscribe the endpoint Suid ae Giannis subscribe to one appliance the from an appliance command does not require the appliance s IP address 3 3 Endpoint Subscription ShadowControl supports subscribing an endpoint in one of two ways e Subscription Application Windows only e Command Line Windows or Linux Subscription Interface When the agent install completes the wizard displays the option to Launch ShadowControl Subscription Application 1 Launch the application 2 Specify the ShadowControl appliance to subscribe the endpoint to in this application Accept the default if th
30. uses the severity setting as the threshold to change the icon shown for the affected endpoint in the endpoint list as well as issue notifications An administrator can select this severity setting based on their requirements or concerns for their endpoints For example an administrator may create a unique set of status rules for a Policy called Servers that have appropriate thresholds for this critical component The adminstrator can then add all server endpoints to use this policy Endpoint Based Rules ShadowControl is an endpoint focused monitoring and management tool This means that it issues alerts for a change of state for each endpoint not for each threshold exceeded For example if the endpoint s ImageManager encounters two or more backup file verification errors ShadowControl reports the first occurence not subsequent ones The date of this first occurence appears in the logs and is not updated for subsequent errors Organizations and Status Rule Policies Status rule policies apply to endpoints not to organizations This allows granular and flexible control over which endpoints in an organization use which rule policy For example dividing endpoints into organizations can be based on location New York London Tokyo The endpoints in each of these organizations can then be assigned different policies a Server Policy a PC Policy or a Laptop Policy rather than a single organization wide policy 7 1 ShadowControl Rules The
31. Accounts and Roles Configure e Tokens ShadowControl e Policies e Organizations e Tags e Reports Provides e Identification of the current console user E User Profile e the user s account settings e Access to Help and About options e User Logout option StorageCraft Message Feed The StorageCraft Message Feed appears under the menu bar At a minimum this section can display messages of the following types Message Type Details Appliance Update Use the Appliance Settings dialog to update this Available appliance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 12 of 78 lt 3 STORAGECRAFT ShadowControl User Guide The appliance has updated its operating system and Reboot Appliance needs to reboot Use the button in the Appliance Settings dialog to reboot the appliance These update related messages remain on the Dashboard until the related update task has been completed ShadowControl 3 0 2 and later includes an enhanced message feed that lets StorageCraft distribute important and relevant communications in addition to update related messages such as breaking news about known issues upcoming releases and tips and tricks Appliance administrators can view and dismiss these messages as needed Dashboard The Dashboard is the ShadowControl console s default view dashboard Fitter by Al Organizations T Auto Refresh On Shadow ageManager Status ShadowControl Status rotect Status
32. Advanced Settings 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 38 of 78 SSS sTORAGECRAFT ShadowProtect SPX Backup Policy ShadowControl User Guide The Advanced tab options provide for more granular control over SPX backups The Advanced tab organizes settings into these sections Scripts Images Retention Performance Note The Retention section appears only for Mixed backup jobs Performance The SPX Performance options include remaining intact data Option Default Description Limits system resources used during the backup process For example I O bandwidth used by SPX to create a backup image file The default is 50 of resources Move the slider bar towards Un imited to increase the Throttling OFF amount of resources available to SPX Move the slider towards Limited to reduce the resources available Note Reducing throttling the resources available to SPX slows its performance Save Creates a backup of all sectors on the volume including Volume those sectors marked as free space This can result in a Free OFF much larger image file but may help preserve previously Space in deleted files Backup Note This option can be changed at a later date without Images creating a new job Ignore Instructs SPX to ignore disk read errors that occur during read the creation of backup image files Use this option with failures OFF caution as
33. Agreement Select the Licensing tab to specify the product key s for the endpoint s Option Details Enter the ShadowProtect license key s one per line Include enough keys for the number of selected endpoints Note This feature works for remotely activating ShadowProtect v5 1 0 or later Use ShadowProtect to activate licenses for older versions Product Keys License Information These are optional Specify a customer name and their organization Best Practice is the name of an administrator who manages ShadowProtect EULA Mark the agreement to continue the install Agreement Once the options in the three tabs are selected click Push Install ShadowProtect in the Licensing tab This starts the install process When the process completes reboot the endpoint s as needed 11 6 Using the Summary Dashboard The StorageCraft plug in displays a Summary Dashboard once it runs with registered hosts and endpoints STORAGECRAFT ShadowProtect Summary Go to ShadowContr vCenter Server All Servers o to settings page Virtual Machines Protected Job Success by Day 2 Now 21 Backup Alerts Recent Activity Center Last backup failed 15 00 00 Nov 24 2014 vCenter Center Backup failed Backup failed Backup failed The dashboard includes five elements e Menu Pane e Virtual Machines Chart e Job Success Pane e Backup Alerts Pane e Recent Activity Pane 2015 StorageCraft Technology Cor
34. Bundle File The ShadowControl appliance uploads the certifcate files and restarts its Web server to bring the new certificate online Important ShadowControl is built using the Apache Web server This server requires a certificate bundle that contains all three of these files Because of this you should use an Apache supported tool such as OpenSSL to generate the certificate bundle Generating a certificate using Microsoft IIS provides only the Certificate file and will not import successfully into the ShadowControl appliance Caution The certificate cannot have a passphrase Endpoint Installation The Endpoint Installation dialog provides both instructions and customized links for distributing the ShadowControl agent to systems on the network The custom links point to the location on the appliance for the e Windows installer e Linux source files The links also include the specific IP address in the command shell instruction to do endpoint subscriptions to this appliance These instructions simplify the ShadowControl endpoint configuration process Note This dialog also appears after clicking on the ShadowControl Dashboard s Endpoint Installation Instructions button Product Registration The Product Registration section offers the option to register the software with StorageCraft This improves response time if support issues arise To complete the registration 1 Enter a primary contact name for the ShadowControl administ
35. Once created ShadowControl applies the policy defined backup job configuration to the selected endpoints An SPX policy provides two major benefits across a variety of endpoints on a network e Central backup job management e Consistent backup configurations For example an MSP might create and apply a unique backup schedule job to each client Once configured on each endpoint these jobs run independently So even if communication is lost with the ShadowControl appliance the endpoint s backups continue When assigning SPX policies ShadowControl never changes or replaces any existing backup job on the endpoint This is true whether the existing job is locally managed or a job based on a previous SPX policy assignment This ensures that SPX policies do not cause an endpoint to start a new backup image chain which would require a new full backup image The following sections outline some important details about how SPX Policies work 8 1 Creating a Backup Store ShadowControl requires at least one backup store prior to creating an SPX policy A backup store is a storage location typically at a local network location where each endpoint managed by an SPX policy stores its backup image files When pushing a policy based backup job to an endpoint ShadowControl automatically generates a unique folder in the backup store for use by that endpoint This differs from SPX destinations which require manual creation of sub folders for each endpoint st
36. PC File and Printer Sharing All No File and Printer Sharing Spooler Service R File and Printer Sharing All No iSCSI Service TCP In iSCSI Service All No VMware Tools Requirement Each VM client requires a Tools module installed into its operating system to report basic information such as its Computer Name and IP addresses As these properties come from the operating system and not hardware vCenter cannot determine these properties without this Tools module Administrators often require basic information about the operating system when looking at the VMs in vCenter In addition the ShadowControl integration with vCenter also requires the Computer Name and IP addresses Refer to the VMware online guide for details on installing this module 11 3 Installing the vCenter Plug in To install the vCenter plug in 1 Open ShadowControl 2 Open the Manage Endpoints dropdown menu from the menu bar 3 Select VM Deployment ShadowControl displays the VM Deployment dialog Note The VM Deployment option only appears for users with Administrator rights It does not appear for Read Only users Click Setup vCenter Plug in at the lower left of the dialog In the vCenter Plug in Setup dialog enter the IP Address or Hostname for the vCenter system Valid credentials to log into vCenter Alternate port if the default Port 443 is in use by another process Note The plug in does not support the vCenter Server Appliance
37. SS sTORAGECRAFT ShadowControl User Guide StorageCraft Copyright Declaration StorageCraft ImageManager StorageCraft ShadowProtect StorageCraft Cloud and StorageCraft Cloud Services together with any associated logos are trademarks of StorageCraft Technology Corporation in the United States and elsewhere All other brands and product names are or may be trademarks or registered trademarks of their respective owners Table of Content Table of Content 1 ShadowControl Overview 2 ShadowControl Operations 3 Installing ShadowControl 3 1 Installing the ShadowControl Appliance 3 2 Installing the ShadowControl Agent 3 3 Endpoint Subscription 3 4 Using Tokens 4 The ShadowControl Console 4 1 EndPoints List 4 2 EndPoint Details 4 3 Configure ShadowControl Menu 4 4 User Profile Menu 5 Reports 5 1 Report Scheduling 5 2 Sample Report 5 3 ShadowProtect Licensing 6 Organizations 6 1 Add Organization 6 2 Add Sites 7 Status Rules 7 1 ShadowControl Rules 7 2 ShadowProtect Rules 7 3 ImageManager Rules 8 SPX Policies 8 1 Creating a Backup Store 8 2 Creating a new SPX Policy 8 3 SPX Policy Scheduling 8 4 SPX Policy Advanced Settings 8 5 Assigning SPX Policies 8 6 SPX Policy Endpoint List 8 7 Managing Policy based Jobs 8 8 SPX Policy Assignments 9 Updating ShadowCorntrol 10 Appliance Backup and Restore 11 VMware vCenter Plug in 11 1 Integration Concepts 11 2 vCenter System Requirements 11 3 Installing the vCenter Plug in 11
38. Status Rules for ShadowControl include ae Active by Severity Rule Description Default Options g z Critical Endpoint When checked ShadowControl issues an alert when an endpoint has not k Tae P Yes Default Unresponsive communicated with the appliance within the specified time period Warning 7 2 ShadowProtect Rules The Status Rules for ShadowProtect include Active 5 sas Default Rule Severity Rule Description by default Value Options Options When checked triggers an alert if the endpoint has not o Critical Failed Backup Job communicated with the appliance within the specified Yes 1 Hour a R It Default time period Default Warning Days When checked triggers an alert if the endpoint exceeds the specified ratio of backup failures to backup 3 Number of attempts This rule works if a backup failure occurs not failures backup Pn just once but on multiple occasions within a set in the failures critics backup Faure Rate number of backups This rule escalates the alert that No last 5 Number of leery the Failed Backup Job rule generates by notifying the backup toal g administrator that a pattern of failures is occuring in attempts backups other words when the failures are not consecutive 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 32 of 78 SSS sTORAGECRAFT ShadowProtect leverages Windows VSS support to provide optimal backups for server applications such as SQL or Exchange If a
39. StorageCraft imag ont ShadowProtect Notifications ImageMansger Notifications ShadowControl Notifications Failed Backup Job Limit Exceeded 1 No Status Motificat Recently Subscribed Last 7 Days 5 ShadowProtect Log ImageManager Log ShadowControl Log This shows alerts current endpoint ShadowProtect and ImageManager status information and recent log entries Note The Dashboard allows filtering for a specific organization s endpoints using the dropdown menu in the upper left of the dialog Endpoint List Refer to the Endpoints List section for details Endpoint Installation Instructions This button opens the Endpoint Installation dialog This dialog provides both instructions and customized links for distributing the ShadowControl agent to systems on the network The custom links point to the location on the appliance for the e Windows installer e Linux source files as well as the specific IP address in the command shell instruction to do endpoint subscriptions to this appliance These instructions simplify the ShadowControl endpoint configuration process Appliance Info Bar The Appliance Info bar at the bottom of the console shows Item Details ShadowControl Indicates the installed version of the software on this appliance version Shows the current date and time for this ShadowControl appliance Appliance Date Note This is useful in multi regional networks where the time and Time and date may differ between various monitored
40. Technology Corporation StorageCraft Support Center Page 57 of 78 lt 3 STORAGECRAFT ShadowControl User Guide 12 3 Install the System Center Plug in To install the ShadowControl VMM plug in 1 2 OWOOAN DU 11 12 Run ShadowControl Open the Manage Endpoints dropdown menu from the menu bar Click VM Deployment Note The VM Deployment option only appears with Admnistrator rights It does not appear for Read Only users Click Download System Center VMM Plug in in the VM Deployment dialog VM Deployment Connect ShadowControl to hypervisors to deploy ShadowProtect to virtual machines Hypervisors and EndPoints must be able to access the ShadowControl appliance using the public appliance address that is configured on the Appliance Settings gt Network Settings page currently using 10 1 1 1 Source Type Status Actions Empty List Setup vCenter Plug in f Download System Center VMM Plug in ShadowControl displays a download dialog Download the zipped file to a folder accessible from the VMM system Run as Administrator the System Center Virtual Machine Manager Login as an administrator to VMM Click Settings at the lower left of the main dialog Click Import Console Add in from the ribbon menu at the top of the dialog 10 Follow the steps in the Import Add in wizard to select and install the downloaded zipped file containing the plug in System Center adds the ShadowProtect menu
41. ackup Job Summary Storage Summary imageManager EndPoint Details Default Organization EnePoint Job Summary Folser Summary Storage Statistics Default Organization ali endpoints Average Daily Sto Per EndPoint Entire Organization Additional Storage Forecast based on recent usage 3 Months 6 Months 12 Months These four sections are Displays a chart of the number of endpoints that Endpoint are Critical Warning Good or Unresponsive and Summary a list of ShadowProtect ImageManager and ShadowControl agent notifications Lists the endpoints by organization their backup job success summary for the report s time ShadowProtect period the size of the endpoint s last backup file and the average size for these files per day and Endpoint i Details the endpoint status Note Supports ShadowProtect v4 2 7 and newer 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 28 of 78 lt 3 STORAGECRAFT ShadowControl User Guide ImageManager e Number OT replication and MASK IICeENnsSes Endpoint s e Managed Folder summary number of Details managed folders number of images and total disk space used e Current endpoint status Note Requires ImageManager 6 or newer Displays a set of daily averages for the amount of disk space used by backup image files CMD uses this data to create a chart of projected storage Storage space requirements for the next 3 6 and 12 Statisti
42. and Line Options The agent supports various options using the stccmd subscribe command Option Description a Forces the endpoint and appliance to communicate using the alternative port 8443 Specifies the appliance s username Use the P option to specify a password if needed eee Note This is the only way to create an endpoint s username and password without rerunning the installation Allows an endpoint to log in and subscribe to an appliance without credentials The connection permits only the T token subscription process to run It does not permit running the ShadowControl console or other utilities Note The Token option uses a capital T The Tag option uses a lower case t Locate the Token on the Configure ShadowControl gt Tokens list P password Specifies the appliance s user password Must be used in conjunction with the U option t tags Identifies any desired Tags for this endpoint m server desktop laptop virtual Specifies the endpoint s System Type server desktop virtual laptop Note that this option is case sensitive Use lowercase g normal Specifies the importance of this endpoint Normal Semi or Critical semi critical o org site Specifies the endpoint s Organization and optionally the Site Displays a list of the subscribe options Note that Help is available for each sub command For example for help h with the Subscribe sub command type stccmd subscribe h or type stccmd
43. ars as seconds offset from UTC ts Displays the date of info for day 1 jobs_successful Displays the number of successful backup jobs completed for this endpoint on this day jobs_aborted Displays the number of backup jobs aborted jobs_failed Displays the number of failed backup jobs img_total Displays the number of backup images saved during the day total_size Displays the total space used by all backup images in bytes Current Endpoint Status Reporting api reports status lt endpt uuid gt lt endpt uuid gt name lt endpt name gt org lt org gt lt site gt tags lt list of tag strings gt timezone lt endpoint s timezone given as seconds offset from UTC only given if available gt status lt current endpoint status ok warning yellow critical red offline endpoint not responding gt lost_contact lt minutes since appliance s last contact with the endpt 0 if endpt is currently responding gt machine details last start lt last boot time gt ram lt total MB gt volumes device lt device gt label lt label gt 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 66 of 78 lt 3 STORAGECRAFT ShadowControl User Guide mountpoint lt mountpoint gt size lt bytes as MB gt used lt bytes as MB gt boot lt true if the boot system volume false otherwise gt
44. ays all endpoints labeled with the selected tag from the dropdown box All Displays all endpoints subscribed to this appliance Those endpoints already assigned to the selected site or endpoints organizations have a checkmark Organizations and Status Rule Policies Status rule policies apply to endpoints not to organizations This allows granular and flexible control over which endpoints in an organization use which rule policy For example dividing endpoints into organizations can be based on location New York London Tokyo The endpoints in each of these organizations can then be assigned different policies a Server Policy a PC Policy or a Laptop Policy rather than a single organization wide policy 6 1 Add Organization When adding a new organization select a name that reflects the shared characteristic of the endpoints in the group For example endpoint Group Characteristic Sample Names East Campus Location Second Floor New York Accounting Department Development Sales Windows 7 PC Platform Windows a Servers Laptops Note Both organization and site names support non English characters They do not however support control characters such as amp 2 and similar 1 If the organization has separate contacts in addition to the administrator type in their information By typing in valid email addresses these contacts can also receive reports on the organization s endpoints 2 Sel
45. best matches this level of protection Note SPX retention policy only applies to a Mixed weekly or monthly backup schedule It does not apply to a Continuous schedule To manage continuous incremental backup files and the space required for these files use ImaqgeManager The Retention policy options are g Default EON Option Setting Description Keep all ON Retains all backup image files Note that this uses the most images storage space Specifies the maximum number of recent image sets to keep When SPX reaches this set maximum it deletes the oldest image set after running the next backup The default is to retain 3 sets of backups Keep only OFF recent Retain 3 images sets Keep all full backups Instructs SPX to delete only the incremental backup images OFF delete only when removing an old image set incrementals Instructs SPX to make room for a new image set by deleting Perform the oldest image set before creating the new image set This deletions OFF reduces the total amount of disk space needed to adhere to before a full the specified retention policy However if the backup job is backup interrupted or fails then there will be fewer remaining sets for restoring the volume After SPX performs the retention policy and deletes one or more backup files it still retains the names of the deleted files and the date and time the backups occurred in its log
46. bout 50 Uses the most CPU resources but the least amount of disk space Note Most contemporary processors can provide the Best compression level without impacting performance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 35 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Encryption Select the type of data encryption to use None RC4 128 bit AES 128 bit AES 256 bit Note StorageCraft strongly recommends encrypting all backup files particularly when replicating backup image files to StorageCraft Cloud Services or offsite Password Conditional Provide a password for encrypting the backup image files Warning Guard this encryption password carefully ShadowControl cannot replace an existing password nor can StorageCraft recover a lost password 8 3 SPX Policy Scheduling SPX provides far more flexible scheduling for backups shadowProtect SPX Backup Policy se ESSIEN As Schedule Type Continuous A Continuous schedule creates a sinele full backup as a base then performs incremental backups at the specified times Incremental Schedule Add Weekly Add Monthly Weekly M T W Th F Select all days From 9 00 AM to 5 00PM 5 All day Start time random delay up to No delay v Repeat every 15min v Save Cancel amp Note ShadowControl can assign only one policy to each SPX endpoint For example an administrator cannot
47. but not ShadowProtect Note Click on a segment to view a drill down list of endpoints with that status Drill down List The drill down list shows the endpoints with the selected status Virtual Machines Protected Unknown Back Machine DNS Name IP Address ShadowControl 7 x64 7 x64 158 Install ShadowProtect 7x64 GRE VM Win7x64 PC 145 nstall ShadowProtect 8 1 x64 144 Install ShadowProtect 8 1 x64 154 nstall ShadowProtect 8 1 x64 efi gpt 155 Install ShadowProtect CentOS 6 4 cent64 169 nstall ShadowProtect ImageManager S VM W81 BASE64 156 Install ShadowProtect Windows amp Q4avRA 298 nstall ShadowProtect The list also shows whether ShadowProtect is installed and with it the ShadowControl agent Note The Unknown list comes from vCenter since the ShadowControl agent or ShadowProtect may not be installed Since it comes from vCenter it may list VMs with operating systems not supported by ShadowProtect Note the CentOS 6 4 VM in the listing e Click Install in the ShadowControl column to open ShadowControl s Manage Clients dialog In that dialog select one or more unprotected endpoints to push install ShadowProtect or the ShadowControl agent See Push Insatall for details e Click on the name of a VM in the Machine column to display vCenter s Summary page for that VM Job Success Pane The Job Success by Day pane shows the number of attempts made to complete that day s backup jobs 2015 Storag
48. by the policy Options include e Convert it into a local job e Delete the job from the endpoint Caution This terminates the image chain and removes backup protection from the endpoint However the existing backup files remain at the Backup Store 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 42 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Indicates that the endpoint is assigned to a different SPX policy Click the Lock icon to reassign the endpoint to this policy Caution Reassigning an endpoint to a new policy ends the current backup job and its associated image chain The endpoint then begins a new one under the new backup job However the existing backup files remain at the Backup Store Moving this endpoint to a different policy pe Unassigning this endpoint from the policy Assigning this endpoint to this policy Filtering the Endpoint List The Manage Endpoints page includes two different options for filtering the list of available endpoints Quick Search Filters the endpoint list to those whose names include the entered criteria Filter Dropdown Filters the endpoint list to include endpoints that fit in the selected category Category Description All endpoints Shows all subscribed endpoints on the appliance Unassigned Shows only those endpoints not assigned to a endpoints ShadowControl SPX policy Shows only those endpoints assigned to a ShadowControl SPX policy
49. cripted means Note Automatic endpoint updates require endpoint agent v2 0 0 or newer installed A Important Port 5556 is a required second port for endpoint to appliance communication If this port is not open ShadowControl cannot perform endpoint updates or other bi directional services Appliance OS Update The ShadowControl Dashboard may show a message Appliance reboot required Appliance system updates have been installed A server reboot is required to finish installing the updates This indicates that the ShadowControl appliance has OS updates to install Go to Configure ShadowControl gt Appliance Settings and click Reboot Appliance to complete the install Automated Endpoint Updates Endpoint update notices appear in either of two places e Appliance Settings page Indicates when a system wide agent release is included with an appliance update e Endpoints List Indicates which endpoints need to update their agent With a system wide update click on Update Endpoints to schedule the process With an individual endpoint click on its name in the EndPoints list Click on Update Endpoint to initiate the update Manual Endpoint Updates To perform a manual update 1 Download the endpoint agent from the ShadowControl product page or directly from the ShadowControl appliance at Attps lt appliance address gt static downloads ShadowControl_Installer msi 2 Run the endpoint installer MSI and follow the prompts
50. cs months Note This is only a rough estimate It does not account for file consolidation or other ImageManager processes 5 3 ShadowProtect Licensing The Additional Information section under Reports can display ShadowProtect license usage for endpoints subscribed to this appliance Click ShadowProtect Licensing to display this report It shows Category Description Section The report is separated into organizations then by endpoint name in header alphabetical order License Shows the endpoint s ShadowProtect license key endpoint Displays the name of the endpoint Note Accurate licensing reports requires ShadowProtect v4 2 7 or newer on the endpoint 6 Organizations The Organizations option displays a list of the currently defined organizations and their sites on this appliance Organizations are collections of endpoints Sites are a subcollection of endpoints from an Organization that share common settings or a common location The list displays Column Description Organization Site Shows the organization s name and any sites that are part of it For organizations lists the total number of endpoints subscribed to an organization For sites lists the Endpoint Count number of endpoints assigned to the site Actions Displays icons for functions available to manage a site or organization Add Organization Provides an Add Organization button to create a new one Note Administrators can
51. d These endpoints have the ShadowControl agent installed but not ShadowProtect Page 63 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Virtual Machines Protected Unknown Back Machine DNS Name IP Address ShadowControl 7 x64 7 x64 158 Install ShadowProtect 7x64 GRE VM Win7x64 PC 145 nstall ShadowProtect 8 1 x64 144 Install ShadowProtect 8 1 x64 154 nstall ShadowProtect 8 1 x64 efi gpt 155 Install ShadowProtect CentOS 6 4 cent64 169 nstall ShadowProtect ImageManager S VM W81 BASE64 156 Install ShadowProtect Windowsa Q4a_vRA 295 nstall ShadowProtect The list also shows whether ShadowProtect is installed and with it the ShadowControl agent Note The Unknown list comes from vCenter since the ShadowControl agent or ShadowProtect may not be installed Since it comes from vCenter it may list VMs with operating systems not supported by ShadowProtect Note the CentOS 6 4 VM in the listing e Click Install in the ShadowControl column to open ShadowControl s Manage Clients dialog In that dialog select one or more unprotected endpoints to push install ShadowProtect or the ShadowControl agent See Push Insatall for details e Click on the name of a VM in the Machine column to display vCenter s Summary page for that VM Job Success Pane The Job Success by Day pane shows the number of attempts made to complete that day s backup jobs Job Success by Day 4 0 Nov 20 Nov 21 Nov 22 Nov 23 Nov
52. d all further configuration occurs through the browser based ShadowControl console To access the console open a browser to https lt IPaddress gt where lt IPaddress gt is the address you gave the appliance during the installation Note If you need to reboot or shutdown the appliance you can do so from the Appliance Settings page in the ShadowControl console 3 2 Installing the ShadowControl Agent You must install the ShadowControl agent software on each device you want to monitor and manage 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 78 S5 STORAGECRAFT ShadowControl User Guide System Requirements e ShadowControl client s hardware and software requirements are the same as for ShadowProtect or for ShadowProtect SPX e Automatic endpoint updates by the ShadowControl appliance requires the existing endpoint agent to be v2 0 0 or later e The ShadowControl agent supports ShadowProtect versions 4 2 7 and newer Remote activation requires endpoints running ShadowProtect 4 2 5 or newer ShadowControl can monitor StorageCraft ImageManager 6 and newer The agent communicates with the ShadowControl appliance using two required ports either Port 443 or 8443 selectable during installation and Port 5556 Note While you can monitor devices that do not have ShadowProtect installed ShadowControl only provides minimal detail on those systems Linux Installation Use the endpoint install inst
53. days 0 7 if weekly 1 31 if monthly l last day of month gt r 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 67 of 78 SS sTORAGECRAFT name lt name of job2 gt ta imagemanager version name lt application name as installed gt version lt version string gt lang lt licensed language code gt is_installed lt true if installed gt is running lt true if is currently running gt serial lt license serial number gt a folders path lt path to folderl gt state lt current state active 10 syncing 20 offline 30 failure file count lt number of files in folder gt folder used_mb lt total folder size in MB gt vol total_ mb lt filesystem total size in MB gt yol free mb lt filesystem free space in MB gt consolidation _errors code lt error code reserved for future use currently empty gt details lt error as produced for display in IM gt ts lt datetime of failure gt filename lt name of the file that failed during consolidation gt volume lt volume name gt x verify errors code lt error code reserved for future use currently empty gt details lt error as produced for display in IM gt ts lt datetime of failure gt 2015 StorageCraft Technology Corporation StorageCraft Support Center 40 gt
54. ddress Use another SMTP Select this option if emails from ShadowControl s own SMTP server bounce or routed to Spam folders Host Name or IP address Specify this external SMTP server s name or address Specify the port to use for the sending emails or reports Port Note ShadowControl uses Port 25 by default If necessary substitute Port 587 if ShadowControl fails to send email reports Username Provide a valid login name for the SMTP server Password Provide the user s valid password Indicate what address should appear in the From field This From address does not have to be a valid address Security Select whether to use TLS Use this option to perform testing of ShadowControl without Don t use an SMTP issuing alerts server A Caution Without an SMTP server ShadowControl cannot send email alerts or reports After specifying the email settings Click Send Test Email to confirm the settings function Click Save When finished Note Sometimes email sent from the ShadowControl server may bounce or be routed to a Spam folder on the destination system Click Send Test Email to determine if this is the case If so configure ShadowControl to use an existing SMTP server Branding To personalize the branding for ShadowControl reports and notifications 1 Specify a name for this branding for example a company name 2 Select Upload custom logo 3 Click Choose File then browse to and select the image you want to us
55. e The Current Logo field then updates to display the newly uploaded image Note If the image does not refresh try reloading the page to refresh the browser cache 4 Click Save ITSM Notifications Sites using IT Service Managment ITSM can specify an email address to send alert messages Normally ShadowControl sends alerts in digest form With the ITSM option ShadowControl sends each notification in a separate email to more easily trigger an action in an external system such as a ticketing system or RMM ITSM notifications use a fixed subject line so they can be easily parsed 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 23 of 78 lt 3 STORAGECRAFT ShadowControl User Guide To enable ITSM notifications 1 Select Enable IT service management notifications 2 Enter the ITSM email address Note This should be an email address used exclusively by the external system 3 Specify the language for the notifications Security ShadowControl supports encrypted communications between endpoints and the ShadowControl appliance The default certificate provided with the appliance is not recommended for production use From the Security tab you can upload an SSL certificate issued by a recognized certificate authority To install a custom SSL certificate From the Security tab provide the locations to the three required certificate files then click Save o Certificate File o Key File o Intermediate
56. e used boot name version lang is_installed 2015 StorageCraft Technology Corporation ShadowControl User Guide The name of the endpoint in the report Note Each endpoint requires a unique call to include it in the report The organization and optionally the site of the selected endpoint The endpoint s timezone if available The timezone appears as seconds offset from UTC The date of info for day 1 The number of successful backup jobs completed for this endpoint on this day The number of backup jobs aborted The number of failed backup jobs The number of backup images saved during the day The total space used by all backup images in bytes ENDPOINT UUID SECTION The endpoint s name The name of the organzation and site if assigned for this endpoint Lists the tags defined for this endpoint The endpoint s timezone given as seconds offset from UTC if available The endpoint s current status OK Warning yellow Critical red or Offline if the endpoint is not responding Also called Unknown The minutes since the appliance s last contact with this endpoint Shows 0 if the endpoint is currently responding MACHINE DETAILS SECTION The last boot time for the endpoint The total memory on the endpoint in MB VOLUMES SECTION Device name Volume label The volume s mount point on the endpoint Size of the volume in megabytes The used space on the volume in megabytes Identifies if this is a bo
57. e Configure ShadowControl dropdown menu displays report settings and a list of recent archived reports This screen has four elements Element Description Displays the latest superadmin report in a new browser tab View Report See the Sample Report for further details Schedule Displays the report scheduling page See Report Scheduling for Reports details Recently Displays a list of recently archived reports ShadowControl only Generated keeps a rolling 30 day record Click on a report in the list to Reports view it in HTML in a new browser tab Provides further information that is not included in the standard Additional reports For example this section includes an on demand report Reports showing ShadowProtect license usage For details see ShadowProtect Licensing May provide beta release versions of new report types This allows StorageCraft to receive valuable feedback from users on the value of the beta reports prior to incorporating them in the Experimental Standard ShadowControl release The current beta release report is ShadowProtect Backups which shows the daily backup success rates Note Reports are sent to users in the language selected in the user s Preferred Language setting 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 26 of 78 a STORAGECRAFT ShadowControl User Guide Custom Reports Use the ShadowControl Reports API to retrieve endpoint information and history f
58. e Loca AccountTokenFilterPolicy setting affects how administrator credentials are applied to remotely administer the computer Before performing a push install with a Windows Vista or Windows 7 machine configure a registry setting at a command prompt reg add HKLM Software Microsoft Windows CurrentVersion Policies system v LocalAccountTokenFilterPolicy t REG DWORD d 1 f A Note The above command should be entered as one line with a space before the v Performing a Push Install To perform a push install first determine if the install is for e One endpoint e Multiple Endpoints One Endpoint Push Install To perform a push install for one endpoint 1 Click Summary in the vSphere dialog 2 In the Virtual Machines Protected pane of the ShadowProtect Summary page click on either of these sections of the chart Unknown This indicates that neither ShadowProtect nor the ShadowControl agent are installed Not Installed This indicates that the ShadowControl agent is installed but not ShadowProtect Virtual Machines Protected The plug in displays a list of the VMs that match that status no ShadowProtect or no ShadowControl agent 3 Click Install ShadowProtect in the right hand column of the endpoint The plug in displays the Push Install ShadowProtect dialog see below Multiple endpoints Push Install To perform a push install to multiple endpoints 1 Select Manage Endpoints gt VM Deployment 2 Select t
59. e ShadowProtect license key s one per line Include enough keys Product for the number of selected endpoints Keys Note This feature works for remotely activating ShadowProtect v5 1 0 or later Use ShadowProtect to activate licenses for older versions License Information These are optional Specify a customer name and their organization Best Practice is the name of an administrator who manages ShadowProtect EULA Mark the agreement to continue the install Agreement Once the options in the three tabs are selected click Push Install ShadowProtect in the Licensing tab This starts the install process When the process completes reboot the endpoint s as needed 12 6 Using the Summary Dashboard The StorageCraft plug in displays a Summary Dashboard once it runs with registered hosts and endpoints 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 61 of 78 SSS sTORAGECRAFT ShadowProtect Summary SS sTORAGECRAFT vCenter Server All Servers hd Go to ShadowContro Virtual Machines Protected Job Success by Day Backup Alerts Recent Activity Center Last backup failed 15 00 00 Nov 24 2014 vCenter Backup failed vCenter Backup failed The dashboard includes five elements e Menu Pane e Virtual Machines Chart e Job Success Pane e e Backup Alerts Pane Recent Activity Pane Menu Pane The top of the Summary Dashboard offers three options e vCenter Server
60. e and generate alerts if VSS fails ARWNF This prevents the issuing of continuous notifications for these endpoints endpoints that do use VSS however should keep the Non VSS rule and generate alerts if VSS fails 3 4 Using Tokens Tokens let you perform certain tasks including endpoint subscription and accessing the Report API without exposing administrator login credentials A Token provides access to only a single operation either subscriptions or reports not both To view and create tokens browse to Configure ShadowControl gt Tokens To add a token 1 From the Tokens page click Create Token 2 In the Create Token dialog provide the required information then click Save Field Description Token Name Specify a name for the token Type The type of token you want to create endpoint Subscription and Report API Access Optional Select a date in the future when you want the token to expire Upon expiration ShadowControl deletes Expires the token and it is no longer valid for use Description Optional Specify a more detailed description for this token Select the scope associated with this token Organization Recess e Unrestricted gives the Token access to all organizations on the ShadowControl appliance e Restricted To limits the token access to only the selected organization 4 The ShadowControl Console The ShadowControl main console screen includes various parts described below e Menu Bar e Sto
61. eCraft Technology Corporation StorageCraft Support Center Page 55 of 78 STORAGECRAFT ShadowControl User Guide Job Success by Day 4 Nov 20 Nov 21 Nov 22 Nov 23 Nov 24 The colors in the bar varies green for success red for a failed attempt Note The height of the bar may vary from day to day depending on the number of backup jobs scheduled for that day Backup Alerts Pane This pane displays a list of any ShadowProtect alerts issued It also shows the last successful backup for the VM where backups fail Note This list is a sub set of the messages listed in the Recent Activity pane Recent Activity Pane This pane shows a list of any ShadowProtect issued messages for the monitored VMs 12 Microsoft System Center Plug In Users of the Microsoft System Center Virtual Machine Manager VMM can now view ShadowControl metrics and log files via an optional plug in The StorageCraft Plug in for System Center VMM provides single pane monitoring of ShadowProtect operations on System Center VMs This plug in connects the running ShadowControl appliance with an existing instance of VMM to Display all registered VMs running on a VMM server Push install ShadowProtect and the ShadowControl agent to a VM without having to login to the VM Display current metrics on backup jobs This includes name status last successful time and next run time Display system metrics This includes the number of virtual machines dep
62. ect to send the contact s either or both reports and alerts 3 Select the contact s preferred language ShadowControl will send the report in the appropriate language 4 Click Save to save the new organization 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 30 of 78 lt 3 STORAGECRAFT ShadowControl User Guide New endpoints can now enroll into this organization The administrator can also edit an existing endpoint s settings to make it a member of this organization 6 2 Add Sites Organizations are collections of endpoints Sites are a subcollection of endpoints from an Organization that share common settings or a common location To add a site to an organization Click Configure ShadowControl gt Organizations in the menu bar Select an organization to add a site to Click Add Site in the organization s Actions column In the Add Site dialog enter a name for the new site BRWNE Note Site names support multi lingual characters However these names do not support reserved control characters such as uw n ngn ti amp 2 or similar 5 Type in contact information for either a primary or secondary contact if the site has separate contacts in addition to the administrator 6 Select to send either of these contacts reports or email alerts Note The contact must have a valid email address to receive reports 7 Specify the contact s preferred language for reports and alerts
63. endpoints and the appliance 4 1 EndPoints List Use the Endpoints option in the ShadowControl menu bar to display a list of all subscribed endpoints on this appliance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Results per page 50 100 200 EndPoint Organization Site Status Last Backup Tags Critical vCenter Default Organization Update naaded ae Good i 8164 Default Organization Update needed 25 min a xp86a Default Organization Goat peed No backup jobs configured Good 2012a Default Organization Update S ShadowProtect not installed Good 2k8r2a Default Organization Updat s aoodad The list identifies each with Description Displays the appropriate icon for the device s machine type server desktop laptop or virtual Its color represents the endpoint s current condition Purple Good Yellow Warning Red Critical Grey Unresponsive Displays the name of the device Displays the endpoint s site and organization as assigned If not assigned it is automatically in the Default Organization Displays the condition of the endpoint If its status is Offline the field also shows the length of time the endpoint has been offline Shows the elapsed time since the last backup If ShadowControl Fast Backup cannot detect this the field is blank Tags Shows an endpoint s user defined tag as assigned in the Endpoin
64. er Remote console access requires a contemporary browser In the case of Internet Explorer ShadowControl requires IE v10 or newer Using a Hostname You have the option to use a Hostname rather than an IP address for subscribing endpoints to the appliance This allows you to change the appliance s IP address as needed without having to resubscribe endpoints to that appliance To use a hostname however you must manually create a hostname entry on your DNS server before attempting to subscribe an endpoint or access the appliance UI To install the ShadowControl appliance Download the ShadowCortrol install file from the StorageCraft website If you are using a physical destination for the appliance burn the ISO to a CD Boot the physical or virtual machine using the ShadowControl ISO Accept the default language of English for the Ubuntu install Follow the steps in the Installation Wizard to o Specify a secure password for the superadmin account o Verify the necessary network information to install the ShadowControl appliance IP address netmask primary gateway DNS servers host name and domain 6 On the Jnitial Appliance Setup dialog select Setup a new appliance Note The Install process can take 15 minutes or more as it downloads Ubuntu and StorageCraft packages for the install AUNE After the ShadowControl appliance finishes its start up routine it displays a login screen At this point the appliance is running an
65. ew Days for daily success statistics Total recent activity messages to display Reset Plugin Resets the settings to default values and removes all registered servers Virtual Machines Protected Chart The Virtual Machines Protected chart by detault provides e Current status of the endpoints on all hosts e Drill down feature to display a list of the endpoints in the selected category ShadowControl User Guide Note Selecting a specific host in the vCenter Server dropdown list changes the chart to display the status of only those endpoints in the selected host Current Status of the endpoints Each segment of the chart indicates the current status of endpoints Virtual Machines Protected Protected 130 These include e Unknown The plug in cannot communicate with the endpoint Most likely the endpoints require the ShadowControl agent installed It may also indicate a neetworking issue Note Click on a segment to view a drill down list of endpoints with that status Drill down List The drill down list shows the endpoints with the selected status 2015 StorageCraft Technology Corporation StorageCraft Support Center Faulted One or more errors exist with ShadowProtect performing backups Protected These endpoints have ShadowProtect installed and have had successful backups run Unprotected These endpoints may or may not have ShadowProtect installed or the first backup job has not yet run Not Installe
66. figure ShadowControl gt Appliance Settings gt Endpoint Installation 3 Click on the download link shown in the onscreen Step 1 under Windows Note The user s ShadowControl appliance generates this custom IP address which points to the install folder on the appliance Using an administrative account double click on the ShadowControl_Installer msi icon to launch the installer at the desktop The ShadowControl agent installer can also run from a command CMD shell using the command uU A msiexec exe i ShadowControl Installer msi quiet 6 Follow the onscreen prompts to complete the agent install When the install completes subscribe the endpoint to the appliance refer to the Endpoint Subscription section Windows Silent Install ShadowControl supports a silent install of the WIndows ShadowControl agent This allows a push install of the agent via a policy To create a silent install package and subscribe the endpoint to the appliance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Select Dashboard gt Endpoint Installation Instructions in ShadowControl Use the commands from the onscreen Steps 1 2 and 3 as part of a remote install package Note ShadowControl customizes the commands to include the appliance s IP address The commands are Ne https xxx xx xx xxx api installer msi download msiexec exe i ShadowControl_Insta
67. following requirements e The appliance uses the 64 bit Ubuntu 12 04 operating system To run the appliance on standalone hardware please review the Ubuntu 12 04 Supported Hardware Page for detailed requirements for running Linux on various platforms e The appliance can also run as a virtual machine on o Microsoft Hyper V o VMware ESX ESXi amp Caution Xen Oracle VirtualBox and VMware Workstation may work in a test environment however they are not supported by StorageCraft for production use e The appliance s CPU disk space and RAM requirements are primarily determined by the number of endpoints that subscribe to the Appliance As a minimum for either a hardware or VM based appliance StorageCraft recommends o 2GB RAM o 80GB disk space o Dual core processor Active Internet connection to download server components during the install An available IP address for remote console access Either Port 443 or 8443 available for endpoint to appliance communication Port 5556 available amp Important Port 5556 is a required second port for endpoint to appliance communication If this port is not open ShadowControl cannot perform endpoint updates or other bi directional services Port 25 or 587 available if email notifications are enabled Supports endpoints running ShadowProtect v4 2 7 or newer Older ShadowProtect versions do not correctly report their licensing information Supports monitoring StorageCraft ImageManager v6 or new
68. fresh the screen and view the current progress of the export Pressing lt F5 gt causes ShadowControl to abandon the first export and initiate a new one This prolongs the export process 2 Select the backup file and save it to a secure location off the ShadowControl appliance Once the export completes ShadowControl displays the location and date time stamp of the exported database file The appliance database does not include the following so you should keep a copy of these in a safe place as well e Custom branding graphics e Network settings e Custom SSL certificates To restore an appliance database Rerun the ShadowControl install program On the Initial Appliance Setup dialog select Restore this appliance from a ShadowControl database backup file Click Browse to locate and select the database backup file Click Save The setup program restores the appliance s configuration When the appliance install completes manually reconfigure the appliance time zone network settings custom SSL certificates and custom branding graphics 6 Follow the remaining steps in the setup wizard to complete the restore AUNE Note ShadowControl does not support restoring the database to an existing appliance The restore process is available only during a new appliance install 11 VMware vCenter Plug in The StorageCraft Plug in for VMware vCenter integrates reporting and management functions from ShadowControl into vCenter Thi
69. g Endpoints with Virtual Machines Once ShadowControl registers a host server on VMM it automatically e Retrieves relevant information and metrics about all of the server s virtual machines e Link its ShadowControl endpoints to the correct virtual machines using this information To view the list of registered virtual machinesfor each host server click on the binoculars icon for the desired host server in ShadowControl s VM Deployment tab Note The plug in uses the Compuer Name and IP address to match virtual machines with ShadowControl clients This is why the VM needs the Tools module Otherwise the endpoint can t be included in the registration or resync process Resyncing Endpoint Information The plug in cannot automatically refresh the list of registered virtual machines on VMM To refresh resync the list click Resync in the VM Deployment tab for each host server ShadowControl then e Updates the list of virtual machines e Matches the ShadowProtect endpoints to new entries e Deletes any virtual machines that no longer exist on VMM Refer to the VM Deployment tab to view the current list of registered virtual machines To remove an server entry from ShadowControl click the trashcan icon for the desired entry Note If this deleted server returns re register the server via the plug in Otherwise ShadowControl will not monitor that host server s virtual machines 12 2 System Center Requirements Installing the ShadowContro
70. ge to register a vCenter server with the plug in Until a successful server registration the log and metric panes remain blank Click on the vCenter Server dropdown in the upper left of the pane to show a list of active vCenter hosts Select a vCenter host from the iist Click Register ShadowControl completes the connection between vCenter and itself using the plug in The system matches the VMs with the ShadowControl clients then populates the charts and information panes with available data for that host s VMs 6 Repeat these last three steps for each vCenter server 7 Click Summary in the left navigation pane to display the ShadowProtect Summary uw BW The Dashboard now populates with information from endpoints from all of the hosts In common practice one or more of the vCenter client VMs will need the ShadowControl agent or ShadowProtect installed Use the instructions in the Push Install section to perform these operations 11 5 Perform Push Installs The vCenter plug in supports push installs to one or more selected endpoints for e ShadowProtect including software and license activation e ShadowControl agent incuding subscribing and organization assignment A push install can also assign one of several default backup job configurations to these endpoints Push Install Requirements To perform correctly the Push Install feature requires The vCenter plug in supports push installs to one or more selected endpoints f
71. geManager fields include Cred Centon The installed version of ImageManager Depending on the version an unregistered version of ImageManager could display different information Version e ImageManager 5 or older Displays only the unlicensed status not the version number e ImageManager 6 or newer Displays the version number as well as the unlicensed status o The name specified when registering ImageManager The company name specified when registering ImageManager ae The ImageManager product key The number of managed folders on this ImageManager endpoint Click Folder Details to open a second pane with detailed information about each managed folder Additionally the ImageManager section displays information about premium features licensed with this ImageManager install Tres Certo License The type of premium license Options include ShadowStream intelligentFTP Type HeadStart Restore and Network Replication The total number of premium licenses available to this registered user Available The number of premium licenses available for use Assigned The number of premium licenses assigned to this ImageManager agent to Agent In Use by The number of premium licenses actually in use by this ImageManager Agent agent For more information about ImageManager premium features refer to the ShadowControl ImageManager User Guide EndPoint Agent Info 2015 StorageCraft Technology Corporation StorageCraft Support Ce
72. gram opens the Manage Clients dialog This 3 Select the desired endpoints from the list of all of the endpoints hosted by the selected hypevisor 4 Click Push Install ShadowProtect The plug in displays the Push Install ShadowProtectdialog see below Push Install ShadowProtect Dialog Use this dialog to e Configure the push install e Define a backup job e Specify licenses and activate them Configure the push install The dialog provides three tabs to configure the install e Configuration covers options for the software install e Backup Job Specifies a backup job for the selected endpoint s This is optional e Licensing Specifies and activates a ShadowProtect license for the selected endpoint s Select the Configuration tab to specify Section Option Details ShadowControl Mark this option and specify which organization to subscribe the endpoint to Use ShadowControl to specify the site if required Subscribe to organization ShadowProtect ShadowProtect Use the dropdown list to select which version of Installer ShadowProtect to install Installer ats ad list to select which language the Language Note The language must match the license Provide the login credentials for each endpoint listed Endpoint If all of the listed endpoints have the same Credentials administrator credentials use the Down arrow button to fill in those fields automatically 2015 StorageCraft Technology Corporation StorageCraft
73. h endpoint condensed subset of reports history Parameters All three report APIs allow for the following parameters Parameter Will Match Se Any endpoint that starts with the given string case insensitive erg lt org gt lt site gt Any endpoint in the given org site For api reports history ShadowControl also supports the following parameter Will return the last of days instead of all available e g the default of 90 days lt 1 90 gt For api reports backups ShadowControl supports these optional parameters Returns a CSV formatted table mime type text csv of the same information Example with details shown below Note Any value includes no value csv lt any value gt Will return the last of days instead of all available e g the default of 90 Will change the success ratios to percentages in the output i e 33 instead of 1 3 days lt 1 90 gt percent lt any value gt For example api reports backups csv amp days 3 date lt current date gt days lt days in report gt 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 73 of 78 lt 3 STORAGECRAFT ShadowControl User Guide rates name lt endpt name gt org current org lt org gt lt site gt success_rates lt date gt lt success rate gt one entry for each date with a backup attempt one entry for every endpt in the request
74. he CMD appliance ioc Displays the amount of disk space used by the ShadowControl appliance CPU Displays the appliance s current CPU utilization Usage Load Shows the average work load on the CPU over the last five minutes As a baseline an average of 1 00 is 100 Averade utilization of a single core a 2 00 is 100 of two cores etc Monitor this to keep the average under the maximum g for the number of cores installed if a dedicated system or the number assigned to CMD if a virtual machine Performs an automatic update to the appliance when clicked View the ShadowControl ReadMe to see what Update Appliance enhancements come with the update Note This button only appears when ShadowControl detects an update to the appliance software Schedule Performs the appliance update immediately or at a later time using this option s Schedule Appliance Appliance Update dropdown box Update Note This button only appears after clicking Update Appliance Sets the time when the automated updating of endpoint agents should end or to mandate a manual update of each Endpoint agent ShadowControl then updates each agent at random intervals in the selected time This prevents saturating Update network bandwidth Window Note Automated updating is supported only with endpoint agents v2 0 or newer This dropdown box also only appears after clicking Update Appliance Appliance Provides a selector box to find and highlight the appliance s timezone Click
75. he ShadowControl console Documentation Conventions This symbol designates either a Note which contains a explanation or exceptions to the text or an Important item which provides details on making a selection about the configuration and or use of ShadowControl A This symbol Seales a Warning text A warning highlights critical information that affects backup job performance or potential loss of data 1 ShadowControl Overview Welcome to ShadowControl the central monitoring managing and reporting console for ShadowProtect and ImageManager operations ShadowControl also provides a critical secondary monitor on ShadowProtect and ImageManager services in the event of either failing without notification ShadowControl has two main components e ShadowControl Appliance a Linux based server running as a VM or on dedicated hardware e ShadowControl Agent a client installed at each endpoint ShadowControl APPLIANCE ENDPOINT ENDPOINT ENDPOINT 2015 StorageCraft Technology Corporation StorageCraft Support Center aA t Nise w na ShadowControl agent ShadowControl agent ShadowControl agent Page 3 of 78 lt 3 STORAGECRAFT ShadowControl User Guide ShadowControl consists of endpoints running the ShadowControl agent and an appliance which monitors those Endpoints The ShadowControl appliance communicates with the ShadowControl agent installed on each endpoint The ShadowControl appliance is the heart of ShadowControl
76. he host with the endpoints that need ShadowProtect or ShadowControl in the VM Deployment dialog 3 Select the desired endpoints from the list in the Manage Clients dialog 4 Click Push Install ShadowProtect The plug in displays the Push Install ShadowProtect dialog see below Push Install ShadowProtect Dialog Use this dialog to e Configure the push install 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 51 of 78 a STORAGECRAFT ShadowControl User Guide e Define a backup job e Specify licenses and activate them Configure the push install The dialog provides three tabs to configure the install e Configuration covers options for the software install e Backup Job Optional Specifies a backup job for the selected endpoint s e Licensing Specifies and activates a ShadowProtect license for the selected endpoint s Select the Configuration tab to specify Section Option Details ShadowControl Subscribe to Mark this option and specify which organization to subscribe the endpoint to Use organization ShadowControl to specify the site if required ShadowProtect oe Use the dropdown list to select which version of ShadowProtect to install Installer Use the dropdown list to select which language the installer uses Note The language must Language match the license A Provide the login credentials for each endpoint listed If all of the listed endpoints have the Endpoint a ae A Credentia
77. he next scheduled backup job Destination The name of the ShadowProtect destination used by this backup job Actions Opens a separate pane that displays additional information about the backup job along with the most recent backup job log Destination The name of this destination Path The full path associated with this destination which could be a local or network location The Volumes section displays details on all volumes mounted on the endpoint It contains the following informational columns Description Displays the volume label for all partitions on each accessible drive to the device Note This list might display hidden volumes Displays the amount of available space in the volume Total Space Displays the total capacity of the volume OS Volume Indicates if this is a boot volume Indicates whether ShadowProtect performs backups of this partition Protected 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 19 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Displays a list showing the mount point device ID free total space Boot volume yes no sector cluster size if ShadowProtect backs up this partition More details ImageManager The JmageManager section displays ImageManager licensing details for this endpoint Note If ImageManager is not installed this section displays ImageManager is not installed on this endpoint The Ima
78. hines that no longer exist on VMware Refer to the VM Deployment tab to view the current list of registered virtual machines To remove an server entry from ShadowControl click the trashcan icon for the desired entry Note If this deleted server returns re register the server via the plug in Otherwise ShadowControl will not monitor that host server s virtual machines 11 2 vCenter System Requirements The StorageCraft vCenter Plug in requires e VMware vCenter v5 1 or v5 5 vCenter requirements Note The plug in does not support the vCenter Server Appliance e WMware vSphere 5 5 e Workstation with vSphere Web Client and Administrator access to vCenter e VMware Tools module installed on each VM client Refer to_Installing VMware Tools on the VMware website for details 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 48 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Note Without the Tools module endpoints won t appear in the ShadowControl plug in list e Active ShadowControl v2 5 0 or newer appliance Potential endpoints also require Share access configured in the client firewall File and Printer Sharing NB Datagram In File and Printer Sharing All No C File and Printer Sharing NB Name In File and Printer Sharing All No File and Printer Sharing NB Session In File and Printer Sharing All No File and Printer Sharing SMB In Fi Yes File and Printer Sharing Spooler Service R
79. icon to the list of installed add ins Go to Settings gt Console Add ins Click the ShadowControl plug in icon in the VMM menu bar to display the ShadowControl dashboard Use this dashboard to monitor and manage endpoints from within VMM Uninstall the ShadowProtect Plug in To uninstall the plug in OBRWNFE Run System Center VMM Click Settings at the lower left of the main dialog Click Console Add ins from the navigation pane Highlight the ShadowProtect Add in icon in the grid Click Remove 12 4 Configure System Center Now that the ShadowControl plug in is installed in VMM and the ShadowControl icon appears in the Console Add ins menu create a connection to ShadowControl To connect to ShadowControl and begin monitoring servers AUNE Run VMM Open the VMs and Services menu Select one of the host servers from the menu Click ShadowProtect in the Home ribbon menu VMM displays the ShadowProtect summary dialog for the selected server with a notice to configure the ShadowControl hostname in the Settings dialog Click on the Settings link in the upper right of the dialog VMM opens the Settings dialog Enter the hostname for the ShadowControl appliance then appropriate credentials to log into the appliance Click Test Credentials to confirm the login process works Click Save VMM returns to the ShadowControl summary dialog Click Register VMM sends the required information on each vir
80. in the Install Wizard 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 46 of 78 lt 3 STORAGECRAFT ShadowControl User Guide The endpoint update retains the previous version s appliance subscription and settings 10 Appliance Backup and Restore The ShadowControl appliance maintains a database of subscribed endpoints and their backup history StorageCraft recommends making a copy of this database at least weekly and especially before and after an update as a precaution against a system failure While rebuilding a failed appliance is not difficult reconfiguring the appliance and resubscribing all endpoints can take a long time especially if the appliance has a large number of endpoints To backup the appliance database The ShadowControl appliance maintains a database of subscribed endpoints and their backup history StorageCraft recommends making a copy of this database at least weekly and especially before and after an update as a precaution against a system failure While rebuilding a failed appliance is not difficult reconfiguring the appliance and resubscribing all endpoints can take a long time especially if the appliance has a large number of endpoints To backup the appliance database 1 In ShadowControl select Configure ShadowControl gt Applicance Settings gt Appliance Backup gt Export Backup File A Caution The export process may take a few minutes Do not press lt F5 gt to re
81. ions on the appliance or portal e A Read only account on an appliance can view the status of endpoints in one or more selected organizations or one or more selected sites on that appliance A typical ShadowControl appliance has one superadmin and one or more Administrators to manage the organizations sites and endpoints SuperAdmin ADMIN 1 ADMIN 2 ORGANIZATION ORGANIZATION Administrators on an appliance can monitor endpoints in one or more organizations or sites The superadmin can manage all organizations and sites The superadmin can create as many user roles as needed with appropriate administrator or read only rights to specific organizations For example read only accounts can allow different personnel to receive notifications or reports Add a Role To view and create user roles browse to Configure ShadowControl gt User Roles To add a user role 1 From the User Roles page click Add Role 2 In the Add Role dialog provide the required information then click Save Field Description Role name Specify a name for the user role Description Optional Specify a more detailed description for the user role Permission Select the type of user role to create Options include Admin for full access to administer endpoints and Read level Only for the ability to view but not change any settings Organizations Select the organizations where this role provides rights Once created you can assign a user role to one or more user
82. is is a new agent install If it is an upgrade uncheck the box 3 Specify the ShadowControl Agent Settings in the console as outlined below DNS Host Provide the hostname or IP address of the appliance to specify where to Name IP subscribe this endpoint fi imat Check Use alternate port 8443 to have the endpoint communicate han ate with the appliance on port 8443 if the default SSL port 443 is already in 8443 ii Enter the endpoint s type or class Options include Desktop Laptop Server and Virtual ShadowControl uses this Machine information to classify systems within its interface Type Note If the Machine Type needs to change later Server Desktop Laptop or Virtual Machine use the Info section of the Endpoint Details page to update it Optional Provide the appliance admin credentials to have the endpoint 4 Click Subscribe The installer subscription request approved immediately Also specify the Organization displays a success message It may Use F and Site to include the endpoint also display a dialog to unsubscribe Appliance Note Without valid credentials or enrollment information the new Simply close that dialog Admin endpoint appears in the list with a request to Approve or Deny its Ply 9 credentials subscription An administrator or superadmin must approve the new When the subscription process endpoint to complete the subscription ShadowControl does not monitor or completes the endpoint appears in the manage thi
83. l plug in on VMM requires Microsoft System Center 2012 R2 Virtual Machine Manager active on System Center Administrator access to Microsoft System Center Virtual Machine Manager Virtual Guest Services installed on each client VM Active ShadowControl v2 5 0 or newer appliance Potential endpoints also require Share access configured in the client firewall C File and Printer Sharing NB Name In File and Printer Sharing All No er Sharing NB Session In r File and Printer File and Printe er Sharing SMB In ring ter Sharing Spooler Service RPC File and Pri aring All No W File and Printer Sharing Spooler Service R File and Printer Sharing All No CH ISCSI Service TCP In ring File and Printer Sharing NB Datagram In File and Printer Sharing All No I iSCSI Service All No Otherwise these endpoints will not appear in the VMM list Virtual Guest Services Requirement Each VM client requires a Virtual Guest Services module installed to report basic information such as its Computer Name and IP addresses As these properties come from the operating system and not hardware System Center VMM cannot determine these properties without this module Administrators often require this basic information on VMs in VMM In addition the ShadowControl integration with System Center also requires the Computer Name and IP addresses Refer to the MSDN article for details on installing this module 2015 StorageCraft
84. lAccountTokenFilterPolicy t REG DWORD d 1 f Note The above command should be entered as one line with a space before the v Performing a Push Install To perform a push install determine if the install is for e One endpoint e Multiple Endpoints One Endpoint Push Install To perform a push install for one endpoint 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 59 of 78 i STORAGECRAFT ShadowControl User Guide m In System Center VMM select VMs and Services from the left side menu 2 In the ribbon menu seelct StorageCraft 3 In the Virtual Machines Protected panef of the ShadowProtect Summary page click on either of these sections of the chart Unknown This indicates that neither ShadowProtect nor the ShadowControl agent are installed Not Installed This indicates that the ShadowControl agent is installed but not ShadowProtect The plug in displays a list of the VMs that match that status endpoints that have no ShadowProtect or no ShadowControl agent 4 Click Install ShadowProtect in the right hand column of the endpoint The plug in displays the Push Install ShadowProtect dialog see below Multiple endpoints Push Install To perform a push install to multiple endpoints 1 In ShadowControl select Manage Endpoints gt VM Deployment ShadowControl displays 2 Select the host with the endpoints that need ShadowProtect or ShadowControl from the VM Deployment dialog The pro
85. ller msi quiet C Program Files x86 StorageCraft CMD stccmd subscribe xxx xx xx XxX The last command subscribes the endpoint to the appliance Refer to the Endpoint Subscription section for details Manual Windows EndPoint Subscription The majority of Windows endpoint subscriptions occur using the steps shown via the ShadowControl Dashboard In some cases however the endpoint may require a manual subscription to a ShadowControl appliance For example as part of a Silent Install To perform a manual subscription of an endpoint to an appliance The majority of Windows endpoint subscriptions occur using the steps shown via the ShadowControl Dashboard In some cases however the endpoint may require a manual subscription to a ShadowControl appliance For example as part of a Silent Install To perform a manual subscription of an endpoint to an appliance 1 Run a command prompt as Administrator on the unsubscribed endpoint 2 Navigate to the install directory of ShadowControl Note The default is Program Files x86 StorageCraft ShadowControl 3 Enter the command stccmd exe subscribe lt IP address Server Name gt where JP address is the address to the appliance and Server Name is the DNS name Use either the address or the server name if the appliance is on an external address The endpoint Agent subscribes to the specified ShadowControl appliance Note An endpoint agent can subscribe to only one appliance at a time Comm
86. loyed on a particular host server Display recent log file entries Display any recent errors on backup jobs For example backup failed not activated or if no backup job is configured Launch the ShadowControl console when required To install and use the plug in review the Integration Concepts System Center Requirements Install the System Center Plug in Configure the Plug in Perform Push Installs Using the Summary Dashboard 12 1 Integration Concepts The process of integrating VMM with ShadowControl and ShadowProtect backup jobs involves e Registering Host Servers e Associating Endpoints with Virtual Machines e Resyncing Endpoint Information 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 56 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Registering Host Servers ShadowControl needs to know the host servers manageed by System Center VMM It can then match up the ShadowProtect endpoints with the corrrect virtual machines on VMM This process called Registration creates a link between ShadowControl and the System Center plug in for each host server The plug in then uses this link to query statistics on all monitored endpoints on each host In turn ShadowControl uses this link to categorize its endpoints under the correct host severs Note Use the VM Deployment tab in ShadowControl to view the System Center host server records registered with ShadowControl Associatin
87. ls same administrator credentials use the Down arrow button to fill in those fields automatically Domain Specify the domain the endpoint is part of if required User Name Specify a user name which has administrator rights to the endpoint Password Provide a valid password for the user License Mark the EULA acceptance to continue Agreement Select the Backup Job tab to specify the default backup job for the selected endpoint s Option Details Select a default backup job type from the dropdown list The types are every 30 minutes 24 7 every hour 8 6 Job Type M F every two hours 8 6 M F with a full backup on Sunday or twice a day with a full backup once a month Note For more options use ShadowProtect to create a backup job for the specific endpoint s Job Name Specify a name for the backup job Encryption Password Specify a password to encrypt the backup files Source Volumes Select the type s of volume s to backup from the dropdown list all only boot volumes or only data volumes Types Destination Name Specify the name of the destination as defined in ShadowProtect Destination Path Specify the path to the backup destination Credentials Provide the domain username and password to log into the backup destination 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 52 of 78 lt 3 STORAGECRAFT ShadowControl User Guide EULA Mark the agreement to continue the install
88. me where the failed file came from VERIFY ERRORS SECTION The would be an error code however it is currently reserved for future use and therefore is empty Shows the error as produced for display in ImageManager The data and time of the last failure The date and time of the last successful verification The name of the source volume The type of collapse attempted The date and time of the snapshot The UUID of the backup chain can be used in the IM Rest API to access more chain info The failed file s size in MB REPLICATION SECTION The replication job s name ImageManager s description of the current status for replication Shows the number of files waiting in the replication queue HSR JOB SECTION The uuid of the HSR job The name of the HSR The summary state The uuid of the HSR target The path to the HSR target The current state of the target The string shown by ImageManager describing the target s current status StorageCraft Support Center Page 72 of 78 lt 5 STORAGECRAFT ShadowControl User Guide last_update The date and time of the last HSR update to this target Report Formats There are three different data sets available through the report API Description of endpoint client and the current status of its api reports status 7 StorageCraft application Jepi reports hiztory Detailed daily backup information backup success failures and backup image sizes a ne Daily backup success rates for eac
89. ndpoint data to return Without this option ShadowControl responses with data on all endpoints subscribed to the appliance Here are two examples of the format for the resulting JSON responses for a History request or for a Status request Historical Data Reporting api reports history lt endpt uuid gt lt endpt uuid gt name lt endpt name gt org current org lt org gt lt site gt timezone lt endpoint s timezone given as seconds offset from UTC only given if available gt summary ts lt date of info for day 1 gt jobs successful lt number of successful jobs completed on this day gt 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 65 of 78 3 STORAGECRAFT ShadowControl User Guide jobs aborted lt number of aborted jobs gt jobs failed lt number of failed jobs gt img total lt number of backup images saved during the day gt total size lt total size of all backup images in Bytes gt Fi ator day 2 one entry for every endpt if the request does not inlcude the lt endpt uuid gt parameter Field Explanation of content displayed in the report Displays the name of the endpoint in the report Note Each endpoint requires a unique call to include it in si the report org Displays the organization and optionally the site of the selected endpoint timezone Displays the endpoint s timezone if available The timezone appe
90. new one under the new policy To do this 1 Unassign the endpoint from its current policy 2 Choose to delete the backup job from the endpoint 3 Assign the endpoint to a new policy Note The endpoint s existing backup files remain at the Backup Store Deleting an SPX Policy ShadowControl supports deleting an SPX policy However an administrator must first remove all assigned endpoints from the policy before the deletion As the administrator does so ShadowControl again asks to e Convert the SPX policy backup job into a locally managed one or e Delete the job from the endpoint Converting to a local job preserves the existing backup chain It also returns control of the job to the SPX console The Pause Play and Stop controls become active as does editing the job s configuration amp Caution Again deleting the job leaves the endpoint unprotected and ends the current backup chain However the existing backup image files remain in the Backup Store Scheduling an SPX policy backup The SPX Policy dialog s Schedule tab includes a start time setting which randomizes when the first backup begins This prevents overwhelming available network bandwidth and storage resources if an SPX policy runs a backup job on multiple endpoints simultaneously Note Each endpoint randomizes its start time using its own local clock and not the ShadowControl appliance s time clock If the selected start time has passed on the endpoint the job runs
91. ng their install of SPX Notifications Another benefit of ShadowControl is the ability to send email notifications when an endpoint exceeds the status rule thresholds ShadowControl can send these notifications to administrators or organization contacts responsible for the affected endpoint or to an ITSM system Reports A final benefit is in scheduling reports These reports can provide a range of content from a summary to a detailed backup report ShadowControl can send reports to administrators or other parties on a daily weekly or monthly schedule ShadowControl a Oy TTT _ y ShadowControl issues endpoint status information to the browser based console and to email notifications and scheduled reports 3 Installing ShadowControl ShadowControl installs as two components e The ShadowControl Appliance A Linux based system installed on standalone hardware or as a Virtual Machine e The ShadowControl Agent A Windows or Linux based client installed on each monitored device 3 1 Installing the ShadowControl Appliance 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 78 lt 3 STORAGECRAFT ShadowControl User Guide The ShadowControl appliance installs on standalone hardware or as a Virtual Machine Both installations use the same ShadowControl file on either Windows or Linux hypervisors System Requirements Before installing the appliance make sure your system meets the
92. not delete the Default Organization While ShadowControl assigns endpoints to the Default Organization administrators cannot Actions The Action options include Icon Description Function Ms Add site icon Opens a dialog to configure a new site for the organization g Assign Displays a filtered list of available endpoints Checkmark one or more to add them to the site or endpoints icon organization 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 29 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Blue pencil Opens the selected organization s configuration page Use this page to edit the name contacts or status icon rules See Using Status Rules for more details Deletes the selected organization endpoints that were part of the deleted organization revert back to the x Red delete Default Organization icon Note You cannot delete the Default Organization Assigning endpoints When you click the organization s Assign Endpoints icon ShadowControl displays a filtered list of endpoints from the Default Organization To modify the list of endpoints use the filtering dropdown options at the upper left of the list Filter Description Displays all endpoints matching the selected organization from the dropdown box Initially this is the Default Organization endpoints marked with a checkmark are members of the selected organization in the previous dialog Organization Tag Displ
93. nter Page 20 of 78 STORAGECRAFT ShadowControl User Guide The Endpoint Agent Info section displays the version number of the installed ShadowControl agent It also provides the option to unsubscribe the endpoint from this appliance To unsubscribe from an appliance 1 Click Unsubscribe Endpoint 2 Confirm this action Once the endpoint unsubscribes from the appliance ShadowControl no longer monitors or manages that endpoint All historical data on the endpoint is erased from the appilance s logs 4 3 Configure ShadowControl Menu The Configure ShadowContro menu offers options for Appliance Settings User Roles Status Rule Policies Organizations Tokens Tags see below Reports Refer to the relevant sections in this guide for details on these options Tags This dialog displays the list of existing user defined tags with the option to create edit or delete tags Tags simplify endpoint searches as a filter to display only those sharing a common characteristic or role To create a tag 1 Enter a name 2 Click Create Tag ShadowControl also supports adding tags directly from the Endpoint Details dialog Note Tags support multi lingual characters To assign a tag Click Endpoints on the ShadowControl menu bar Click on an endpoint Click Assign Tags in the Info section Check an existing tag and click Done to assign a tag RWNF Rename a Tag Click to change the tag s name Shad
94. ntrol can assign only one policy to each SPX endpoint e ShadowControl preserves any existing local backup job for a given volume on an endpoint This prevents disrupting or ending the volume s current backup chain To add a new backup policy 1 From the ShadowControl header select Manage Endpoints gt ShadowProtect SPX Policies 2 In the ShadowProtect SPX Policies page click Add Backup Policy 3 In the ShadowProtect SPX Backup Policy page provide the required information then click Save Note After creating a new policy StorageCraft recommends backing up the ShadowControl appliance to ensure the policy configuration is not lost in the event of a major failure of the ShadowControl appliance For more information see Appliance Backup and Restore Settings Tab The Settings tab contains general information about the backup job created by this SPX policy It contains these fields and settings Policy Name Enter a descriptive name for the policy Protection Scheme Select the type of volumes to back up e All volumes e System Volumes only those with an OS or a boot loader e Data Volumes only Any without an OS or a boot loader Backup Store Select a backup store to use with this SPX policy Compression Select the type of data compression to use e None Use no compression Uses the fewest system resources but the most disk space e Standard Typically compresses data by about 40 e Best Typically compresses data by a
95. ob s destination SCHEDULE SECTION Gives the start and end time if defined 1 Indicates every week or every month Weekly or monthly Full or Incremental Provides a list of days 0 7 if weekly 1 31 if monthly 1 last day of month IMAGEMANAGER VERSION SECTION The application name as installed The application s version string The language code of the license Indicates True if installed Indicates True if the application is currently running Gives the license s serial number IMAGEMANAGER FOLDERS SECTION Shows the path to folder1 StorageCraft Support Center Page 71 of 78 SSS sTORAGECRAFT state file_count folder_used_mb vol_total_mb vol_free_mb code details ts filename volume code details ts last_success volume collapse snap_ts chain file_size name status queued _files uuid name state uuid path state status 2015 StorageCraft Technology Corporation ShadowControl User Guide Shows the current state active 10 syncing 20 offline 30 failure 40 The number of files in the folder The total size of the contents of the folder in megabytes The volume s total size in megabytes The volume s freespace in megabytes IMAGEMANAGER CONSOLIDATION ERRORS SECTION Reserved for future error code use currently empty The error as shown in ImageManager THe date and time of the consolidation failure The name of the file that failed during consolidation The volume na
96. ocess called Registration creates a link between ShadowControl and the vCenter plug in for each host server The plug in then uses this link to query statistics on all monitored endpoints on each host In turn ShadowControl uses this link to categorize its endpoints under the correct host severs Note Use the VM Deployment tab in ShadowControl to view the vCenter host server records registered with ShadowControl Associating Endpoints with Virtual Machines Once ShadowControl registers a host server on VMware it automatically e Retrieves relevant information and metrics about all of the server s virtual machines e Link its ShadowControl endpoints to the correct virtual machines using this information To view the list of registered virtual machinesfor each host server click on the binoculars icon for the desired host server in ShadowControl s VM Deployment tab Note The plug in uses the Compuer Name and IP address to match virtual machines with ShadowControl clients This is why the VM needs the Tools module Otherwise the endpoint can t be included in the registration or resync process Resyncing Endpoint Information The plug in cannot automatically refresh the list of registered virtual machines on VMware To refresh resync the list click Resync in the VM Deployment tab for each host server ShadowControl then e Updates the list of virtual machines e Matches the ShadowProtect endpoints to new entries e Deletes any virtual mac
97. on the appliance Entering a restricted token delivers data for only those endpoints that are members of a particular organization or site as specified in the token s configuration e Sorts these results by organization then by each site in that organization Tokens ShadowControl includes a feature to create credential tokens Using a token allows limited access to ShadowControl without exposing credentials username password in scripts Note A Report API token only allows access to the specified historical or status endpoint data It does not provide access to any other features of ShadowControl or other data To_create a token for this request e Select a Report API Access token Type e Specify the expiration date if desired for the token e Specity the organization data the token has access to unrestricted all or the selected organization site Example An example of a reports status request using curl would be curl v k H CMD TOKEN lt Token gt https lt appliance gt api reports status lt UUID of endpoint gt where e v is an option to show verbose errors e kis an option to allow a connection to an appliance that does not have a trusted cert e H CMD_TOKEN lt token gt is a required argument which adds the access token to the request header Note that the quote marks are optional as the marks are only required when there s a space in the string e lt UUID of endpoint gt is an option to indicate which e
98. ontrol gt Organizations 3 If needed click Add Organization to create a new Org group or click the Edit Organization icon to modify an existing organization ShadowControl displays the Org group s configuration page 4 In the Default SPX Policies section select the desired policy in the dropdown list 5 Select the interval during which the each endpoint randomly begins its first full backup Note This prevents overwhelming the Backup Store with multiple full backups simultaneously 6 Click Save Note ShadowControl applies the default policy only to endpoints assigned to the organization after configuring the default SPX policy The default policy does not apply to existing endpoints in that organization Also the default policy assignment fails if the endpoint has an existing backup job or is already assigned to a different SPX policy 8 6 SPX Policy Endpoint List The SPX Policy Endpoint list provides e Indicators of endpoint SPX policy status e Filtering to view specific groups of endpoints Policy Indicators Depending on their purpose indicators appear to both the left and the right of the endpoint name Each indicator is described in the following table Description Indicates that no backup policy currently applies to this endpoint Indicates that the endpoint is assigned to this policy Note When removing an endpoint from an SPX policy ShadowControl asks the user what to do with the backup job created
99. op and remove the local job from the endpoint then retry the SPX Policy assignment Note Before migrating an endpoint to an SPX Policy evaluate the existing local backup job Determine if maintaining the job and its chain is preferable to applying a new policy based job which would start a new chain for the volumes on the endpoint 9 Updating ShadowControl ShadowControl includes an automated system to upgrade the appliance and EndPoints as newer software versions are released The ShadowControl Dashboard displays a notice when it detects an update is available A similar notice also appears on the Appliance Settings dialog along with an Update Appliance button in the System Info section ShadowControl supports two types of updates from StorageCraft ShadowControl includes an automated system to upgrade the appliance and endpoints as newer software versions are released The ShadowControl Dashboard displays a notice when it detects an update is available A similar notice also appears on the Appliance Settings dialog along with an Update Appliance button in the System Info section ShadowControl supports two types of updates from StorageCraft e Appliance only update Denoted with a change to the third number in the product version For example 2 5 0 to 2 5 1 These updates do not require an endpoint update and do not display the endpoint update option as part of the appliance update 2015 StorageCraft Technology Corporation StorageCraft S
100. or e ShadowProtect including software and license activation e ShadowControl agent incuding subscribing and organization assignment A push install can also assign one of several default backup job configurations to these endpoints Push Install Requirements To perform correctly the Push Install feature requires e The UTC time of the appliance and the endpoint system must be within five minutes of each other So if the ShadowControl appliance time is 12 00 and the endpoint time is 12 15 the push install fails Time zone is not relevant e Destination endpoints require access to the c share e Push Install requires C assic security access to operate On systems that do not have c share access most likely Windows operates in a so called simple file sharing mode In this simple mode Windows will only provide guest eve access and not Classic access to the requester when 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 50 of 78 lt 3 STORAGECRAFT ShadowControl User Guide e Trying to access the endpoint over the network e Using credentials that are local to that destination server or client To fix this 1 Go to Start gt Run gt secpol msc gt Local Policies gt Security Options 2 Change Network Access Sharing and security model for local accounts to Classic local users authenticate as themselves e Push Install may also fail when blocked by Windows Remote User Account Control Th
101. oring backups on that device Important When creating a backup store ShadowControl does not provide an option to browse the network to the desired location because often a backup store path is valid only on the endpoint and not from the ShadowControl appliance To add a Backup Store 1 Select Manage endpoints gt Manage Backup Stores in ShadowControl 2 Click Add Backup Store in the Manage Backup Stores dialog 3 Enter the requested data in the Add Backup Store dialog Click Save Note Both Windows and Linux can use the same backup store Provide a properly formatted path for both operating systems Description Enter a descriptive name for the backup store Windows Path Enter the local or network path to the destination drive and folder to use as the backup store Use Credentials Check the box for destinations using Windows authentication Domain User Name Password Specify valid credentials used to access the Windows destination Linux Path Mount Point Specify the local mount point for the Backup Store Note Each Linux endpoint that uses this backup store must have this path defined as a local mount point 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 34 of 78 lt 3 STORAGECRAFT ShadowControl User Guide L ee 8 2 Creating a new SPX Policy ShadowControl guidelines for an SPX policy include e SPX policies only apply to endpoints running ShadowProtect SPX e ShadowCo
102. ot volume True if it is a boot volume False if not SHADOWPROTECT VERSION SECTION The application name as installed The version string of the application The license s language code Indicates True if the application is installed StorageCraft Support Center Page 70 of 78 SSS sTORAGECRAFT is_running serial is_msp is_trial company days_to_expire expire_date is_expired name policy status next_run last_run last_mode last_result last_success destination time_range interval frequency mode offsets name version lang is_installed is_running serial path 2015 StorageCraft Technology Corporation Indicates True if the application is currently running The license serial number Indicates True if the license is an MSP license Indicates True if the license is a trial license The name associated with the license Number of days left until the license expires The date when that license will expire Inidcates True if the license has expired JOBS SECTION The name of jobi ShadowControl User Guide The name of the ShadowControl policy used to create the job This is omitted if there is no policy The current job status queued paused etc The date and time of the next scheduled backup The date and time of the last backup The type of the last backup Full or Incremental The result of the last backup Success or Failed The date and time of the last successful backup The path to the j
103. owControl updates the name and preserves the link to all endpoints using this tag Delete a Tag Click ti to delete the tag ShadowControl also removes the deleted tag from all endpoints previously using it Appliance Settings The Appliance Settings option in the Configure ShadowContro menu displays the system s current settings in these categories e System Info e Appliance Backup e Network 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 21 of 78 STORAGECRAFT ShadowControl User Guide Security Mail Server Branding ITSM Notifications Endpoint Installation Product Registration System Info System Info provides details on the ShadowControl appliance and options to control the server These include Item Description Version Reports the software version for the ShadowControl appliance not the version of Linux it runs on Releas Displays the ShadowControl ReadMe file when clicked Since the ShadowControl update process is automatic Notes viewing this file allows administrators to note new software requirements or changes to ShadowControl prior to installing the update Access Displays the user defined code set during the install that may be used by StorageCraft Support in troubleshooting Code appliance issues Treat this as similar to a password RAM Displays the amount of RAM the ShadowControl appliance is using Usage Note The percentage references the Linux OS RAM usage not t
104. p job configurations to these endpoints Push Install Requirements To perform correctly the Push Install feature requires e The UTC time of the appliance and the endpoint system must be within five minutes of each other So if the ShadowControl appliance time is 12 00 and the endpoint time is 12 15 the push install fails Time zone is not relevant e Destination endpoints require access to the c share e Push Install requires C assic security access to operate On systems that do not have c share access most likely Windows operates in a so called simple file sharing mode In this simple mode Windows will only provide guest level access and not Classic access to the requester when e Trying to access the endpoint over the network e Using credentials that are local to that destination server or client To fix this 1 Go to Start gt Run gt secpol msc gt Local Policies gt Security Options 2 Change Network Access Sharing and security model for local accounts to Classic local users authenticate as themselves e Push Install may also fail when blocked by Windows Remote User Account Control The LocalAccountTokenFilterPolicy setting affects how administrator credentials are applied to remotely administer the computer Before performing a push install with a Windows Vista or Windows 7 machine configure a registry setting at a command prompt reg add HKLM Software Microsoft Windows CurrentVersion Policies system v Loca
105. poration StorageCraft Support Center Page 53 of 78 ShadowControl User Guide SSS sTORAGECRAFT Menu Pane The top of the Summary Dashboard offers three options e vCenter Server e Go to ShadowControl e Got to settings page vCenter Server Use this dropdown to select e All Servers Displays backup status information from all regsistered hosts e A particular listed host Displays the backup status of vMs from the selected host Use the Resync button to update information from the selected hosts Go to ShadowControl Click this option to open the ShadowControl console This does not require a separate login Go to settings page This option opens the StorageCraft plug in s Settings page in vCenter The Settings page manages the ShadowControl host s login credentials It also sets the metrics for the Summary Dashboard the number of days to display the daily success statistics and the tolal number of revent activity messages to display vmware vSphere Web Client ft a S TEST TESTJocal Help Administration Access Control Roles Single Sign On Users and Groups Configuration Licensing Licenses Reports Solutions Client Plug ins vCenter Server Extensions StorageCrant Summary Reset Plugin Resets the settings to default values and removes all registered servers 4 Home Os Settings SS sTORAGECRAFT ShadowControl Settings Plugin Version 1 0 12 ShadowControl Host
106. r case it provides the option to activate ShadowProtect Note Remote activation works only with ShadowProtect version 4 2 5 and newer w ShadowProtect Version ShadowProtect 4 2 7 19756 en License License Expired To activate a ShadowProtect License 1 In the ShadowProtect section of the Endpoint Details page click Activate 2 In the Activate ShadowProtect dialog provide the required information then click Activate Field Description Serial Enter a valid ShadowProtect product key Number C stormer Optional Enter a company name to associate with this activated Name ShadowProtect license This simplifies working with StorageCraft Support 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 18 of 78 SSS sTORAGECRAFT Backup Jobs ShadowControl User Guide The ShadowProtect section provides sub sections for Jobs and Destinations so users can see exactly how backup jobs are configured on this endpoint Description Displays details for all ShadowProtect backup jobs configured for this endpoint Displays details about the ShadowProtect destinations used with this endpoint Destinations Volumes Job Name The name of the backup job if it has one Volumes The volumes backed up by this job Last Success Date and time the job last completed successfully Last Finish Time Date and time the job last ran whether success or failure Next Run Time Date and time of t
107. rageCraft Message Feed e Dashboard e Endpoints List e Appliance Info Bar 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 78 S5 STORAGECRAFT ShadowControl User Guide Note The ShadowControl console may appear distorted when viewed using Internet Explorer with Compatibility View enabled To correct this set Compatibility View to Off Menu Bar The Menu Bar gives access to ShadowControl management functions These functions include e Displaying either the Dashboard or the appliance s endpoint List e Search Box e Options dropdown menus Search The Search Box performs two types of searches e Quick Returns a list of items that include the entered term s This list could include endpoint names Organizations or Tags e Advanced Returns a list of items that match two or more terms entered or for a specified field For example searching for term Tag Windows7 displays a list of all endpoints labeled with the tag Windows7 Searching for Org Utah Name Win7 displays a list of endpoints that are in the Utah organization and contain the term Win7 in their name Options Menus The three Options dropdown menus are Icon Menu Details Provides options for e Managing Backup Stores oe e Configuring ShadowProtect SPX Policies P e Configuring VM Deployment for the e optional StorageCraft Plug In for Virtual Machines integration Provides options for e Appliance Settings e User
108. rator and other details 2 Click Save Note This information is used only for supporting ShadowControl User Accounts ShadowControl provides two ways to administrator access rights to the ShadowControl features e User Roles control the permissions and scope of user accounts e User Accounts give access to a ShadowControl user role to a specific individual For example Admin and SuperAdmin are user roles in ShadowControl User Jane Doe can be assigned via a user account to the Superadmin user role The advantage of the User Role is that the ShadowControl Admin can add or remove a specific user from a role without having to change the login credentials for that role 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 24 of 78 lt 3 STORAGECRAFT ShadowControl User Guide To add a user account Access Configure ShadowControl gt User Accounts Specify credentials for the user and a valid email address Select which role s the user has access to Click Save RWNF User Roles As described earlier ShadowControl provides a granular schema for administrative roles e A superadmin manages the appliance and can add edit or remove all organizations sites and endpoints and administer user accounts The superadmin can also set the Status Rule Policies at the organization and site levels e An administrator can add edit or remove sites as well as monitor all endpoints for selected organizat
109. rom the system database to an external reporting system The API supports using tokens to allow database access without exposing administrator credentials 5 1 Report Scheduling The Schedule Reports button on the Reports page displays the Report Scheduling settings page To send a report 1 Select the Type Frequency and Role of the report Note The defaults send a complete report every day to superadmin and administrators as well as the primary contact for each organization 2 Click Save Schedule ShadowControl issues reports based on the options selected Types of Reports The scheduler generates a report with four possible sections based on the selected options Displays a chart of endpoint status Critical Warning Good or Offline a list of the backup succcess rate for the report s time period and a list of ShadowProtect ImageManager installations and platforms Summary Endpoint Displays a list of the endpoints by organization their backup success Backup rate for the report s time period and when their last backup occurred Displays a list of the endpoints by organization with their Endpoint e Length of time CMD actively monitored the endpoint Status e Average number of times per day the endpoint is offline e Operating system version details Displays a set of daily averages for the amount of disk space used by backup image files CMD uses this data to create a chart of projected storage space requirements
110. ructions prov ided on the ShadowControl console at either e Configure ShadowControl gt Appliance Settings gt Endpoint Installation e Click EndPoint Installation Instructions on the ShadowControl Dashboard amp Note On CentOS and RHEL endpoints the ShadowControl 3 x agent requires the EPEL package installed If the endpoint has ShadowProtect SPX already installed then it has this package If the endpoint does not have SPX installed then download and enable the EPEL repositories Go to the Fedora website https fedoraproject org wiki EPEL to get the EPEL package Windows Installation A Warning ShadowControl does not support Windows 2000 endpoints You can install the Windows ShadowControl agent e Directly on the endpoint e Via Silent Install Note The StorageCraft Virtual Plug ins for vCenter or System Center will install the ShadowControl agent as part of the ShadowProtect push install After installing the endpoint agent you must subscribe the endpoint to the appropriate ShadowControl appliance A direct install lets you open a separate subscription application A silent install requires a separate command line operation to manually subscribe the endpoint Windows Direct Install To install the ShadowControl agent directly on the endpoint 1 Run the ShadowControl console and display the Dashboard 2 Click Endpoint Installation Instructions at the lower right Note These instructions also appear under Con
111. run continuous incremental backups on a set of endpoints on weekdays in one chain then have a full backup run on theManage Backup Stores dialog same set of endpoints at the last day of the month independent of the continuous incremental chain The Schedule tab contains the following fields and settings Description 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 36 of 78 s3 STORAGECRAFT ShadowControl User Guide Schedule Type Select which type of backup to perform Continuous A Continuous backup schedule creates a single Full backup of the volume as a base image file All subsequent backups are Incremental backups that capture changes to the volume Mixed A Mixed backup schedule creates a new Full backup of the volume on the specified day of the week or month Subsequent backups are Incremental backups that capture changes to the volume until the next scheduled Full backup Full A Fu backup schedule creates a new Full backup of the volume on the specified day of the week or month Full Manual A Full Manual schedule creates an on demand Full backup job that runs when the endpoint receives the policy based backup job Administrators can create subsequent Full backups by clicking the job s Play control Full Schedule Mixed or Full schedule types Specify the desired schedule for Full backups Click Add Weekly or Add Monthly to add another layer to the schedule up to a maximum of three Each
112. s endpoint until it is approved list of subscribed devices on the selected ShadowControl appliance Command Line Subscription The agent also supports subscribing the endpoint using a command shell in either Linux or Windows 1 Open a command shell 2 Run the command 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 78 lt 3 STORAGECRAFT ShadowControl User Guide C Program Files x86 StorageCraft CMD stccmd subscribe xxx xxx xx xx Substitute the actual ShadowControl appliance s IP address at the end of the command Note ShadowControl can generate this command automatically with the appliance s specfic IP address appended Refer to Step 2 of the agent install instructions Working with Non VSS Systems Some endpoints may not support VSS backups On these non VSS systems an optional ShadowControl ShadowProtect Policy produces an alert for each non VSS backup When active this rule results in a continuous flow of notifications for these non VSS endpoints To avoid this when using this policy rule Create an organization or site for these devices Name this group Won VSS Systems or similar Group all non VSS systems into this site or organization Select the non VSS site or organization and open its Status Rule Policy page Confirm that the Last VSS Backup rule is unchecked This prevents the issuing of notifications for these endpoints endpoints that do use VSS can keep the Non VSS rul
113. s provides single pane monitoring of ShadowProtect operations on VMware VMs In vCenter this plug in can Display all registered VMs running on a VMware host Push install ShadowProtect and the ShadowControl agent to a VM without having to login to the VM Display current metrics on backup jobs This includes name status last successful time and next run time Display system metrics This includes the number of virtual machines deployed on a particular host server Display recent log file entries Display any recent errors on backup jobs For example backup failed not activated or if no backup job is configured Launch the ShadowControl console when required To install and use the plug in review the sections on 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 47 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Integration Concepts vCenter System Requirements Installing the vCenter Plug in Configure the Plug in Perform Push Installs Using the Summary Dashboard 11 1 Integration Concepts The process of integrating vCenter with ShadowControl and ShadowProtect backup jobs involves e Registering Host Servers e Associating endpoints with Virtual Machines e Resyncing Endpoint Information Registering Host Servers ShadowControl needs to know the host servers managed by vCenter It can then match up the ShadowProtect endpoints with the corrrect virtual machines on VMware This pr
114. sk space on the drive with the managed folders exceeds the Yes ritik i k N A Usage set threshold ca oh space 95 used When checked ShadowControl issues an alert if an image a Vertication file fails its verification test This test confirms the fidelity Yes Critical Severity level laa Status i Warning of the file for restoration Consolidation When checked ShadowControl issues an alert if an Yes Critical Minutes Critical Status ImageManager consolidation job fails Hours Days Warning When checked ShadowControl issues an alert when the list specify the Warni Replication of files waiting to replicate exceeds the specified threshold Yes 20 files Sake a Default Queue Status This could indicate a failed network connection or files in th Critical l destination server ca queue When checked ShadowControl issues a Warning alert License when a system with an ImageManager MSP subscription is Status 5 days from the license expiration It issues a Critical alert ves RIR NA NjA when the MSP license expires Service When checked ShadowControl issues an alert if the Warning Status ImageManager service has not responded in the last five Yes Warning Severity level Default minutes Critical 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 33 of 78 s3 STORAGECRAFT ShadowControl User Guide 8 SPX Policies ShadowControl SPX policies provide a system for delivering SPX backup jobs to multiple SPX endpoints
115. t g Details screen Results Per Page Organization Site The page defaults to show up to 25 endpoints Use the selector at the upper right to increase the number of results from 25 to 50 100 or 200 If there are more than the selected number of subscribed endpoints the system creates additional pages The endpoints appear in order of status then by device name Sorting the Endpoint List Click on a column heading to sort by that column Click on the title again to reverse the order ShadowControl can sort the Endpoint List by Column Sorting Hierarchy Name Alphabetically Alphabetically then each Site within each organization is listed organization alphabetically followed by each Site s endpoints listed alphabetically Lists endpoints in this order Unapproved Offline Critical Warning and Status Good Last Backup Lists oldest to newest 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 78 SSS sTORAGECRAFT Tags identified with that tag 4 2 EndPoint Details CICK ON d ldY LO UISpidy d NEW ISL SNOWINY OMY UIOSE CHUPOUITILS Double click on an individual endpoint in the Endpoint list to display its details f test win2012 Info Status Good Eventiog Platform Windows Server 2 ystem log Processor intel64 Family 6 M tepping 9 Genuineintel Memory 4 0 GB 18 0 used 704 0 MB Page file Last Restart 2 days ago IP Addresses 10 2 Locate en_US Alaskan Daylight Time UTC
116. t or remove any or all organizations sites endpoints user accounts SPX Policies and Rules applied from this specific appliance e An administrator can add edit or remove sites as well as monitor all endpoints for selected organizations on a specific appliance e A Read only account on an appliance can view the status of endpoints in one or more organizations or one or more sites on that appliance For more information see User Roles Organizations and Sites Administrators can group ShadowControl endpoints into organizations and sites for ease of management Each new appliance creates a single Default Organization in which every endpoint becomes a member Administrators can then create one or more custom organizations and assign endpoints to them Each of these new organizations in turn can also contain one or more sub organizations called Sites ShadowControl APPLIANCE R ge V bad ShadowControl agent ShadowControl agent ENDPOINT ENDPOINT iy ShadowControl aaent ShadowControl aaent 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 78 lt 3 STORAGECRAFT ShadowControl User Guide ENDPOINT ENDPOINT Administrators can also assign endpoints to a defined organization or site either during the subscription process or after Note StorageCraft recommends assigning each endpoint to an appropriate organization or site rather than keep endpoints in the Default Organization Although
117. taking the backup For example you might execute a pre snapshot script which places transaction applications or databases into a backup state e Post Snapshot Executes the specified command file after taking the image snapshot For example to execute a post snapshot command file to return transaction applications or databases back to their normal operating mode e Finish Job Executes the specified command file after SPX creates the backup image file Note SPX has a 5 minute execution limit for post backup command files If post backup commands require longer than five minutes have the script call a command file that executes another command file and then finishes This lets SPX complete the associated command file in the 5 minute allotment while the secondary command file performs tasks that take longer to complete For example synchronizing or copying the backup image files to an alternate location scanning the backup image file for viruses etc 4 Select to have SPX halt the backup if it cannot execute a specified script A Caution Script paths and names must match exactly with the entries in the Advanced dialog in order to run Images Provides various options for backup job actions Description Enables or disables creating backup images simultaneously for multiple volumes rather than creating one backup image at a time The system hardware needs to support a high disk load to use this option Save volume images concurrently
118. trol APPLIANCE VIRTUAL WORKSTATION MACHINE EJ FVII i 9 g kd w ShadowControl agent ShadowControl agent ENDPOINT ENDPOINT Each ShadowControl endpoint reports to the appliance using SSL over Port 443 or 8443 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 78 lt 3 STORAGECRAFT ShadowControl User Guide Status Rule Policies A major benefit of ShadowControl is the ability to set alert thresholds called Status Rule Policies on changes occurring in each endpoint Status rules can be set at the organization or the site level Examples of status rules include the number of backup failures online or offline status and backup file size Using these status rules the appliance can sort and display the endpoints based on their condition Good The endpoint and backups are normal Warning Activity on the endpoint has exceeded one or more status rule thresholds set at the Warning level Critical Activity on the endpoint has exceeded one or more status rule thresholds set at the Critical level Unknown The endpoint is not reporting to the console e e e e SPX Backup Job Policies A second major benefit of ShadowControl is the ability to create and deliver backup job templates called SPX Policies to ShadowProtect SPX equipped endpoints Once SPX applies the policy on the endpoint the ShadowControl console manages the remote backup job The endpoint user cannot modify or control the job usi
119. tting results from ShadowControl analyzing the device to make a best guess as to its type A correct Machine Type allows ShadowControl to accurately monitor and report conditions 2015 StorageCraft Technology Corporation a dropdown box for choosing one of the four options StorageCraft Support Center Page 17 of 78 SSS sTORAGECRAFT Tags Displays any user defined tags applied to this device Tags simplify locating specific endpoints based on a common characteristic or role Click Assign tags to open the list of defined tags and select one or more for this endpoint The list includes the option to create ShadowControl User Guide more Note Tags support multi lingual characters Important Displays a list of Applications critical applications running on this device ShadowControl performs a check to automatically identify these which include SQLServer ITS and Microsoft Exchange ShadowProtect The ShadowProtect section displays the ShadowProtect version and license status on the endpoint It also displays details about the endpoint s configured backup jobs destinations and backup job status Note If ShadowProtect is not installed on this endpoint this section displays the message ShadowProtect is not installed on this endpoint ShadowpProtect Licensing ShadowControl detects if the endpoint s ShadowProtect license is a Trial version or Expired In eithe
120. tual machine from the selected host to ShadowControl Note When the registration process completes VMM populates the summary dialog panes with metrics for the selected 2015 StorageCraft Technology Corporation StorageCraft Support Center Page 58 of 78 lt 3 STORAGECRAFT ShadowControl User Guide host s virtual machines 10 Repeat Steps 2 10 for each host server in VMM Now that VMM has registered each host server with ShadowControl both monitoring services now display current information on backup jobs and protection status for the virtual machines In common practice one or more of the endpoints will require installing ShadowProtect or the ShadowControl agent Use the Push Install section to perform these installs 12 5 Perform Push Installs The System Center VMM plug in supports push installs to one or more selected endpoints for e ShadowProtect including software and license activation e ShadowControl agent incuding subscribing and organization assignment A push install can also assign one of several default backup job configurations to these endpoints Push Install Requirements To perform correctly the Push Install feature requires The System Center VMM plug in supports push installs to one or more selected endpoints for e ShadowProtect including software and license activation e ShadowControl agent incuding subscribing and organization assignment A push install can also assign one of several default backu
121. uineintel Memory 4 0 GB 18 0 used 704 0 MB Page file Last Restart 2 days ago IP Addresses 10 2 11 2 Locate en_US Alaskan Daylight Time UTC 0800 Organizason Severs Ect Site None Eda Machine Type Server Tags Assign tags Important Applications 9 ShadowProtect Version ShadowProtect 5 0 4 27363 en License 4231 1245 5643 1234 Jobs Job Name Status Last Success Last Finish Time Next Run Time Destination Actions Queved 17 30 May 1 17 30 May 1 09 30 May 2 VulBackups B Destinations Destination Path VMBackups Test HostivM Sackups WM Srvrt2 w Volumes Listing of all volumes mounted on thes EndPosnt Volume Free Space Total Space OS Volume Protected 52 77 GB 79 66 GB Yes No More details System Reserved 108 70 MB 350 00 MB No No More detail w ImageManager Version SiorageCraf ImageManager 6 5 1 31908 en Registered User House Company Senal Number 123 8 AAAA 1834 Managed Folders Folder Details Licensing License Type Totali Available Assigned to Agent im Use by Agent ShadowStream Replication 5 5 0 0 Jobs intelegentFTP Rep cabon 5 5 0 0 Jobs Headstart Restore Jods 5 4 1 1 Network Replicaton Jobs 5 5 0 0 EndPoint Agent info Version 20035778 Unsubscribe EndPomt Endpoint Details include sections that describe e Info ShadowProtect Volumes ImageManager Endpoint Agent Info Info ShadowControl User Guide The Info section displays general information about endpoint characteristics and the ability to
122. upport Center Page 45 of 78 lt 3 STORAGECRAFT ShadowControl User Guide e Full upgrade Denoted with a change to the first or second number in the product version For example 2 5 0 to 2 6 0 or 2 6 to 3 0 These updates require an endpoint update along with the appliance update Note StorageCraft strongly recommends exporting a copy of the appliance database before starting an update For more information see Appliance Backup and Restore To perform an appliance upgrade 1 Note in the Appliance Settings dialog if the link Update Appliance appears 2 If the link appears click Update Appliance 3 Specify the details of the upgrade then click Schedule Update 4 Click OK when prompted about the appliance being unavailable during the upgrade process option Cation Schedule From the dropdown select the size of the delay before the appliance Appliance upgrade should start Increments go from Start Immediately to Delay 12 hours From the dropdown select a time period within which ShadowControl should execute the updates to all subscribed endpoints Increments go from 15 minutes to 6 hours The appliance randomly assigns each endpoint an update time within this window to help reduce the impact on the network during the endpoint update process The Manual option bypasses the automated endpoint update process for those who want to handle the endpoint upgrade process using other means such as Group Policy RMM or other s
123. uration to that endpoint SPX then installs the new job and SPX starts creating backups of the specified volumes on that endpoint according to the schedule defined by the backup job Although SPX runs the policy based job the endpoint user cannot use SPX to edit or control the job Assigning only one policy to an endpoint An administrator can assign an endpoint to only one SPX policy For example if the assigned SPX policy applies to one type of volume such as a system volume on the endpoint ShadowControl does not allow assigning a second policy for another volume type such as a data volume to the same endpoint Assigning an SPX Policy to an existing endpoint As mentioned a critical rule in the SPX Policy feature is to maintain any existing backup chain on the endpoint When applying an SPX policy ShadowControl detects if the endpoint already has a backup job If it does ShadowControl does not install the policy ShadowControl logs a failed policy assignment in the Dashboard and in the Endpoint Details page if it cannot apply the policy to that endpoint ShadowControl does not guarantee that a policy gets applied to a particular endpoint A variety of conditions can prevent ShadowControl from applying a policy to an endpoint However ShadowControl will continue to retry if it fails to apply the policy A user can allow ShadowControl to apply the SPX policy on an endpoint with an existing local backup job The user must first select to st
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