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RedHat Linux (64-bit)

There are two ways of installing the software needed for the Safespring Backup service:

  • Automatically signing up nodes
  • Manually signing up nodes,

In both cases, the software is distributed through RPM repositories, and the first parts of the installation are identical.

1. Configure the repository

Run the following commands on the server that will run the backup client software. Create the file /etc/yum.repos.d/safespring-backup.repo with the following content:

[safespring-backup]
name=Safespring Backup client repository
baseurl=https://repo.service.safedc.net/rhel
enabled=1
gpgkey=file:///etc/pki/rpm-gpg/PACKAGES-GPG-KEY-Safespring
gpgcheck=1

Fetch and install the repository key, and save it as the file /etc/pki/rpm-gpg/PACKAGES-GPG-KEY-Safespring:

curl -o /etc/pki/rpm-gpg/PACKAGES-GPG-KEY-Safespring \
    https://repo.service.safedc.net/repokey/PACKAGES-GPG-KEY-Safespring

Import the key:

rpmkeys --import /etc/pki/rpm-gpg/PACKAGES-GPG-KEY-Safespring

Update repository caches:

yum makecache

2. Installation of software

2.a) Installation with automatic node registration

The safespring-backup-setup package contains an enrollment-script which will install backup client software as well as enable and run the dsmcad service. The bare metal restore service TBMR is installed as a dependency.

yum install safespring-backup-setup

2.a.1) Automatic enrollment

After installation the server can be automatically registered in the Safespring Backup service by using the safespring-backup-setup script. A brief usage instruction is listed below:

# safespring-backup-setup 
safespring-backup-setup [-a application] [-c ON|OFF] [-C cost_center] [-d ON|OFF]
   [-D ON|OFF] [-e ON|OFF] [-f credentials_file] [-H host_name]
   [-i host_description] [-m mail_address] [-p platform]
   [-t auth_token]

The safespring-backup-setup script requires an authentication token to communicate with the API.

Note

It is recommended to use an API key with enrollment capabilities since these keys have limited permissions and will only be able to register a configured number of backup clients.

The API-key can be given to safespring-backup-setup in two ways:

A) Via safespring-backup-setup -f $path-to-file which expects a YAML formatted file like the following:

access_key_id: $the_access_key
secret_access_key: $the_secret_key

Warning

Strict permissions on the credentials file is required! The script will fail if strict permissions are not set. A malicious user can use the credentials to delete or modify backup nodes and schedules.

B) Via safespring-backup-setup -t $token which expects a base64 encoding of the key and secret key as in the following command:

echo -n $the_access_key:$the_secret_key | openssl enc -base64 -e

A typical invocation of the script would be something like:

/usr/bin/safespring-backup-setup -f /root/safespring-backup-credentials.yaml \
    -m user@example.com \
    -C $costcenter \
    -p RHEL-7

More detailed usage instructions are found in the man-page, man safespring-backup-setup. Please study the man page to see all the available instructions.

2.a.2) Service activation

The safespring-backup-setup script will enable and launch the dsmcad service (as a systemd unit). There is, however, one final task to be done before the service is fully activated, and the client will start to perform backup, which is explained in step 3 below.

2.b) Installation with manual node registration

The manual node registration procedures follow a similar method. Issuing the following command will install the meta-package which depends on TSM:

yum install safespring-backup

It will install TSM and prepare it for operations with the service (i.e. install CA certificates, etc.), but it will not register the client with the Backup service. The manual routine for node registration is described below.

2.b.1) Create a node in the Backup Portal

You must first create a node (backup client entitlement) in the BaaS Portal (or using the API). When you create a node, you receive both a nodename and a password. Keep these for the duration of the installation.

2.b.2) Retrieve and install TSM configuration files

The TSM configuration files are unique to each node, and if you created the node on the BaaS Portal, you were prompted to download the configuration there. It can also be retrieved from the API directly.

Place the two files according to below:

/opt/tivoli/tsm/client/ba/bin/dsm.sys
/opt/tivoli/tsm/client/ba/bin/dsm.opt

2.b.3) Initialize TSM

When you start the TSM client for the first time, you will be prompted for your password. If you get asked for the nodename, accept the default which is configured in dsm.sys already (see the previous step).

dsmc query session

2.b.4) Service activation

systemctl enable dsmcad

2.b.5) Start Backup client service

systemctl start dsmcad

3) Activation of backup schedule and backup policy

Currently, it is required to wait until after the creation of the node to configure a backup schedule and backup policy for it. This is either done via the Portal, or via the API directly.

4) Activation of TBMR and generation of machine restore configuration

The safespring-backup-tbmr package provides a simple script to request a new TBMR licence and generate a bare metal restore machine configuration:

/usr/bin/safespring-backup-tbmr