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StorageCraft ImageManager User Guide

1. Default 12 months consolidated This is the minimum monthly number of months image files ImageManager keeps monthly consolidated backup image files This is the retention setting for rolling consolidation Move Default Disabled consolidated Following daily and consolidation weekly ImageManager can image files move the source toa backup image files subdirectory into the incrementals subdirectory inside the managed folder instead of deleting them This requires more storage space because ImageManager keeps both the consolidated and the source incremental files Images moved into the incrementals folder become orphans and are no longer associated the associated full image or chain 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 33 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide amp Warning Do not attempt to restore files from the incrementals folder T Retention Settings eim nup backup image files in thi dfolder Keep intra daily image files for at least G Keep consolidated daily image files cd for at least tS Keep consolidated weekly image files cw for at least Cleanup consolidated monthly image files cm Keep consolidated monthly image files for atleast k Months 1 120 Move consolidated daily and weekly image files to a subdirectory instead of deleting them Note ImageManager always deletes intra daily imag
2. SB Job Licenses for STC DAVED Name Organization f Serial Number To activate this product manually please visit httpy www storagecraftcom product_activation php Activate Close 3 In the Activate ShadowProtect ImageManager dialog box provide the requested information then click Activate o Customer Name Optional Specify the name of the product purchaser o Organization Optional Specify the name of the company o Serial Number Enter the Product Key that you received when purchasing ImageManager or premium feature licenses 4 If the activation is successful click OK If the activation was not successful review the message to determine why the activation was unsuccessful To correct the problem do one of the following 1 Review the information in the Product Activation dialog box for accuracy Correct any errors then click Activate to 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 26 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide resubmit the activation request 2 If your computer cannot successfully communicate to the activation server or the Internet wait for a while and try the activation process again If you continue to have problems activating these features contact Product Support Assigning Licenses The Licensing dialog box also controls the assignment of job licenses to this agent These features include Network Replicatio
3. see Licensing 1 3 HeadStart Restore Scenarios With StorageCraft HeadStart Restore HSR you can start a system restoration before a disaster hits These scenarios illustrate some of the ways to benefit from HSR 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Virtual Server Migration Problem You need to migrate a database server with 2TB of data to a new virtual machine environment but you cannot afford to have the server offline for three days to migrate the data ImageManager Solution Keep the old server running and generating incremental backups while you begin a HeadStart Restore of the same backup image chain into a virtual machine file VMDK ESX Server VHD Over time the HSR catches up to the most current incremental from the database server at which point you can take the old server down in off hours apply the final incremental backup to the new server and bring the new system online very quickly You can even migrate the operating system volume by doing a Hardware Independent Restore HIR to make sure the migrated OS boots properly on the new server hardware Hardware Failure Problem You have a database server and the 20TB disk array crashes You need to get the system back online and replace the disk subsystem ImageManager Solution Use ShadowProtect s VirtualBoot feature to boot the latest backup image of your d
4. 20th June 2014 Third cw file created C_VOL b001 i104 cw spi 27th June 2014 Last cw file created C_VOL b001 i104 cm spi 30th June 2014 Consolidated file created All dependent cw files are kept until 30 days after the last cw file was created This means the following dependent files would be deleted on 27th July which is 30 days after the last cw file was created 27th June 2014 C_VOL b001 i026 cw spi 6th June 2014 C_VOL b001 i052 cw spi 13th June 2014 C_VOL b001 i078 cw spi 20th June 2014 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 31 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide C_VOL b001 i104 cw spi 27th June 2014 To configure the retention policy In the ImageManager navigation pane click Retention Settings Select Override global agent retention settings for this managed folder Select Automatically clean up backup image files in this managed folder Select the retention settings for this managed folder RWNF Note If the retention settings for this managed folder change but the Override global agent retention setttings for this managed folder box is not checked the global settings still apply Keep Intra Default 7 days daily image The minimum files number of days ImageManager keeps intra daily incremental backup image files after they have been rolled up into a daily consolidation If the files are not required for another operatio
5. Premium Services If you purchased a job license for intelligentFTP HeadStart Restore or Network Replication with ImageManager 4 x or 5 x these convert to one license for intelligentFTP includes one license for network replication and one license for HeadStart Restore 2 3 Installation To install ImageManager 1 Launch the ImageManager installer ImageManagerSetup exe You can find the ImageManager installer in the following locations o ShadowProtect Recovery CD tnstallers ImageManagerSetup exe o Online On the STC Trial Downloads page http www storagecraft com trial_downloads php Warning Run the installation as a Windows administrator to prevent losing settings from previous installations Right click on the ImageManagerSetup exe file then select Run as administrator Select the language then click OK Click Next on the ImageManager Wizard Welcome page Follow the steps in the Installation Wizard to install the ImageManager software Click Finish when the installation is finished Reboot the computer to ensure all drivers load properly Click Start gt Programs gt StorageCraft gt StorageCraft ImageManager to start ImageManager NOOB WN Modifying the Configuration File The ImageManager agent loads automatically after installing ImageManager A configuration file ImageManager exe config is used to set the agent parameters You can change the port used by the ImageManager agent in the confi
6. Rate BPS In Specifies the maximum bitrate in Mbps available to this user for downloads The range is from 1 to 1000Mbps or unlimited BPS Out Specifies the maximum bitrate in Mbps available to this user for uploads The range is from 1 to 1000Mbps or unlimited ShadowStream automatically updates the list on the Users tab after you make the changes 10 3 Configure Settings The ShadowStream Settings tab configures e File Transfer e Administration Configuration Port Options Setting Value Control Port Default 4363 Use the default unless your firewall policy requires a different port Transfer Port Default 4365 Use the default unless your firewall policy requires a different port Maximum Concurrent Default 5 Limits the number of user and ImageManager connections to the ShadowStream Connections server Maximum Concurrent Connections Maximum Concurrent Connections limits both user and replication connections A user consumes one connection to open the console and browse a share Each additional share the user views consume another connection ShadowStream does not release these connections until the user closes the console ImageManager also uses a ShadowStream connection for each active ShadowStream replication job If Maximum Concurrent Connections is set too low ShadowStream might not have enough connections available to run the replication job ImageManager makes three attempts to open a ShadowStream connection for a
7. The amount of available free storage on the source computer where the managed folder resides The number of backup image files contained in the managed folder The graphical view of volume usage in GB for the managed folder StorageCraft Support Center Page 12 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 3 3 ImageManager Services The ImageManager services pane gives you access to and control over your backup images It contains the following main categories Errors amp warnings Replication targets Headstart restore jobs Backup image files Q Errors amp Warnings 1 4 Cannot cleanup chain C_DaveDesk b004spf C_DaveDesk b004 i014 cd spi The process cannot access the file because it is being used by another process Faile 8 23 2011 12 03 AM ast Succeeded 6 3 2011 7 39 AM A Replication Targets 3 a E Replicate backup images of VM WIN7X64 PC ll X Stat 1 Sending C_VOL b001spf FAlocal replication Win7 x64 VM WIN7X64 PC Queued File 49 B Replicate backup images of VM WIN7X64 PC DI X Stat 316 6 Kbps Sent C_VOL b001 i048 spi regip Data Win7 x64 Queued File 0 Replicate backup images of VM WIN7X64 PC DI X 24 Mbps Sent C_VOL b001 i048 spi regip Data Win7 x64 Queued File 0 Add new replication target HeadStart Restore Jobs 2 A Incremental restore of VM WIN7X64 PC Il X Restore to Microsoft VHD file s located at E vhd HSR Volume vhd Win7 x64 VM WIN7X64 PC tat Wait
8. To create a raw unformatted local physical volume amp Warning Configuring an HSR job to locally attached physical storage requires a raw unformatted drive When you configure an HSR for a physical volume the volume must be created first If the volume has been formatted you need to use Windows Disk Manager or another similar tool to delete the volume and then create it again WITHOUT formatting it Go to the Windows Run menu or command prompt and run diskmgmnt msc Create a new volume which automatically creates a raw volume Set the volume size as needed The volume size must be bigger than the volume being backed up Select a drive letter In the Format Partition window select Do not format this volume Finish the volume creation by clicking Next You should now be able to configure an HSR job for the new local physical volume To create a VMware ESX ESXi Server HSR job Conditional 1 Locate the target VMDK by clicking on Click to Browse for Volume 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 44 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 2 Select the VMDK then click Select ImageManager displays the ESX Inventory dialog box This dialog lets you e Browse an ESX server for an existing VMDK When creating a target VMDK without using ImageManager for example with the vSphere client add 18 MB to the minimum size shown in ImageManager to compensate fo
9. a Safety precaution you need to change the default Administrator password for the ShadowStream server AWN e Log in to the ShadowStream administrator console Click the Users tab Click Change Password Enter a new password for the Administrator then click OK 10 2 Add a New User To add a new user to ShadowStream 1 Click the Users tab 2 Click New 3 In the User dialog enter a name and password for the user then click OK E ShadowStream Administration File Administrative Actions User Actions Window Orci nect VG Browse Share as User ff Change User Password Settings Login Nam Replicator Repli admin Adm brad brad chris chris greg greg jake jake Connected e cator inistrator Configure Users 3 Users Enabled User Enforce Rate BPS In v V M V v v 7 You can change settings for new or 2014 StorageCraft Technology Corporation unlimited unlimited unlimited unlimited unlimited unlimited New __ Delete existing users BPS Out unlimited unlimited unlimited unlimited unlimited unlimited Change Password StorageCraft Support Center Page 37 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Setting Description Enabled Default Enabled Enables the ShadowStream user User The user is not a ShadowStream administrator Admin The user is a ShadowStream administrator Enforce Enforces the bandwidth limit for this user
10. can be UNC for VHD targets or an IP address Note For VMDK targets click Test ESX server connection to confirm the connection is active with the destination server a Share The Windows Share on the server to use for this operation Only available for VHD targets a Authentication Default Disabled The credentials ImageManager needs Domain Computer NAS name Username and Password to log into the server or network resource Subdirectory The default subdirectory created by ImageManager on the destination where HSR files are stored The name can be changed if necessary Lag Time The delay between the creation and application of incremental backup images ShadowProtect creates backup image files and HSR applies the backup images to the HSR volume Lag time gives you a chance to identify problems system errors image corruption virus etc in the images before they are applied Lag time is settable a 1 23 hours 1 30 days Add HeadStart Volumes ImageManager lets you create one or more new HSR volumes from existing base images in the backup chain To create the volumes Click the HeadStart Volumes tab Click Add new HeadStart volumes In the Base Backup Images dialog select the base image file to use then click OK By default ImageManager lists all the spf files in the managed folder Provide the the password for encrypted backup image files then click Save to create the new HeadStart job OBRWNFE
11. connections become available To avoid this problem use a Windows Server or Windows 8 desktop for sending and receiving replication jobs To configure a replication job In the ImageManager console select the ImageManager agent and managed folder whose files you want to replicate In the Replication Targets pane click Add new replication target In the Replication Target dialog box select the General tab Specify the appropriate settings in the General tab dialog Name Optional Enter a descriptive name for the replication target a aN 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 34 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Type Location Performance and Security Default Local Drive Identifies the type of replication target Supported options include Local Drive The replication target is attached directly to the local system for example an external hard drive Network Drive The replication target is accessible via the local network LAN intelligentFTP The replication target is accessible via FTP File Transfer Protocol using intelligentFTP See Licensing for details StorageCraft Cloud Services The replication target is accessible via the cloud See Creating a cloud target for details Warning StorageCraft Cloud Services does not support image files from UEFI GPT disk systems ImageManager allows configuring this for cloud replication but the
12. credentials in the managed folder s settings dialog Access Change Agent Password To configure ImageManager agent properties 1 In the ImageManager console select the ImageManager agent that you want to configure 2 In the Configuration pane click Agent Settings 3 In the General tab of the Agent Settings dialog box provide the required information then click Save Control Default Enabled at 12 00 AM Lets you specify a time of day when the ImageManager agent performs its daily validation and consolidation operations Disabling this setting suspends the ImageManager agent s automated re verification and consolidation services However you can manually start the agent processing of a single job multiple jobs or all jobs by clicking Start Processing in the Configuration pane see Navigation Pane ee The default authentication credentials used by the ImageManager agent to access managed folders You can override these credentials for a specific managed folder if necessary see Create a Managed Folder Credentials Access Click Change Agent Password to update the password used to access the ImageManager agent amp Note To modify the ImageManager agent port setting edit the ImageManager configuration file ImageManager ImageManager exe config Performance The settings on the Performance tab let you configure or modify how the ImageManager agent uses system resources The Performance tab ha
13. deleted on the destination Default Enabled Deletes a backup image file at the primary site it will also remove the file from the replication target Default Disabled Specifies that the replication target is also an ImageManager managed folder that performs the weekly and monthly consolidation Default Disabled Specifies that you want to perform all file consolidation at the replication target rather than at the source unconsolidated intra daily image files 7 Click Save to close the Replication Target Settings dialog box 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 35 of 47 3 STORAGECRAFT StorageCraft ImageManager User Guide 9 Install ShadowStream StorageCraft ShadowStream is a high performance transfer tool that lets you send backup image files to a destination system much faster than using traditional FTP This tool greatly reduces the time needed to replicate data over noisy or high latency gt 150 200ms networks even when replicating full backup images It is also simpler to configure and maintain than conventional FTP ShadowStream has two parts e ShadowStream service e Administrator console After configuring ShadowStream you can use ImageManager to create ShadowStream replication jobs See configuring Locations under Agent Settings for details Multiple ImageManager agents can use the same ShadowStream service System Requirements The ShadowStream service and adm
14. dialog ImageManager removes the selected destination location from this agent s list 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 23 of 47 i STORAGECRAFT StorageCraft ImageManager User Guide To Modify a Location Select the location you want to modify Click the Edit icon In the Location Settings dialog modify the location s path or credentials Click Save to save your changes RW NF The agent job is now configured to use the new settings for this Location Drive Settings Location settings can be for local or network drives Local Drive Settings For a Local Drive ImageManager only asks for a path to the resource Click on the Browse button to select the path Browse only displays locally attached drives For example a local drive path might be amp Replicate Network Drive Settings For a Network Drive ImageManager requires Server You can use UNC IP address or server name Share Specify which Windows share on the server you wish to use for this location Authentication Default Disabled Provide ImageManager with the authentication credentials needed to log into the server or network resource Domain Computer NAS name Username and Password ShadowStream Server Settings StorageCraft ShadowStream Server Settings For a remote replication using the StorageCraft ShadowStream tool ImageManager requires Server You can use UNC IP address or server name to specif
15. is successful click OK If the activation was not successful review the message to determine why it failed To correct the problem 1 Review the information accuracy in the Product Activation dialog box Correct any errors then click Activate to resubmit the activation request 2 If your computer cannot successfully communicate to the activation server or the Internet wait for a while and try the activation process again If you continue to have problems activating these features contact Product Support ImageManager can be configured to use premium features after they are activated You can also activate manually by going to the StorageCraft Product Activation page if automatic activation can t be done 3 User Interface Overview The ImageManager user interface consists of the e ImageManager Navigation Pane e ImaqeManager Managed Folder Pane e ImageManager Services EZ StorageCraft ShadowControl ImageManager Oleks Source Computer Managed Folder Foldersize Freespace Image Fles Volume Canacitv 290 55 GB l M vmewin7xespc R 192 168724129 300 Win7 x64 697 68 513 a aatas cajt S m vepro B 1922687229300 n268 s13 1158 localhost 56765 h A Replication Targets 3 S f VM WIN7X64 PC Ul X a 1 Sending C_VOL bOO1spf 64 VM WIN7X64 PC BS fF VM WIN7X64 PC UX a 3166 Kops Sent C_VOL b001 1048 pi regip Data Win x64 o P iaten regip Data Add ne ges of VM WINTX64 PC Il X 24 Mbps Sent C
16. job e Microsoft VHD virtual disk drive 8 VMware VMDK virtual drive r Displays information about the backup image files in the selected 4 managed folder You can also browse to a particular day using the Backup Image selector to see the backup image files created on that day see Files Browsing Backup Image Files 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 14 of 47 S5 STORAGECRAFT StorageCraft ImageManager User Guide 4 Configure ImageManager Before using any of the ImageManager services you must configure the ImageManager console to access the system you want to manage These configuration tasks follow a logical order Connect to an ImageManager Agent Configure an ImageManager Agent Create a Managed Folder Configure ImageManager Notifications 4 1 Manage Folder Settings You can modify a managed folder s settings using Folder Settings Managed Folder Settings Folder Path EA Description optional This folder requires authentication Domain or Computer or NAS Username Password Qualified Name Assign sort priority relative to other managed folders s 0 255 Assigning a sort priority will override column sort orders and cause this folder to move to the top of the managed folders list To modify the settings of a managed folder You can modify a managed folder s settings using Folder Settings Managed Folder Settings F
17. job fails when it runs For UEFI GPT systems only use intelligentFTP or ShadowStream for replication StorageCraft ShadowStream Server The replication target is accessible via ShadowStream See ShadowStream for details Note Network and FTP remote replication targets require intelligentFTP However ShadowStream high performance replication requires ShadowStream See Licensing for details ImageManager tests the connection to ShadowStream when you save this replication job If it cannot confirm the ShadowStream connection ImageManager does not save the job Specifies that this job use either an existing globally defined location for the replication target or a new destination that you specify here For details see Locations under Agent Settings Override global throttling Conditional Available only when Type intelligentFTP or ShadowStream Server Lets you modify the maximum bitrate for sending data to the remote site for this job from the global value set for either intelligentFTP or ShadowStream Range is from 1 Kbps to 999 Gbps Don t replicate Base image files Instructs ImageManager to not send the large spf base Full image files to preserve bandwidth and reduce transfer time These files could be sent manually instead Compress data stream Default disabled Available only when Type ShadowStream Server Enables compression on the data sent using ShadowStream Do not compress the data stream if you already have S
18. of licenses actually in use by a ImageManager job for this selected agent ImageManager License Scenarios The following licensing scenarios demonstrate the use of ImageManager premium feature licenses If you have additional questions please contact a StorageCraft Sales Representative Example 1 Environment You have backup image sets from five servers and want to manage them from a single ImageManager console You need to replicate each of the servers locally and off site and you want to start using HeadStart Restore Licensing Solution Purchase one ImageManager license with an intelligentFTP or ShadowStream 5 jobs license A license to replicate each server to a directly attached storage device to that server is included with the ImageManager license Purchase 5 HeadStart Restore licenses one for each of the servers you want to use with HSR 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 27 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Example 2 Environment You have three servers two of which are being backed up to one physical location and one to a separate physical location You need to replicate each of the servers locally on the network and off site and want to start using HeadStart Restore Licensing Solution Purchase three intelligentFTP licenses for the local and off site replication You have the option to purchase three ShadowStream licenses to do the remote off site
19. path Stop Managing Folder to delete it then use Start Managing Folder to specify the new path then reconfigure the folder path 4 2 Connect ImageManager Agents Connect the ImageManager console to one or more ImageManager agents to manage the backup image files To connect to an ImageManager agent 1 Launch the ImageManager console ae Server localhost by Port 56765 Find Password eeescces Idon t know my password Connect Cancel 2 In the Connect dialog box provide the required information then click connect Server The name or IP address of the system running the ImageManager agent You can use the oca host server name to connect to an ImageManager agent running on the same system as the ImageManager console Click Find to browse the network by computer name for a system you want to connect to Port The TCP port used to communicate with the ImageManager agent The default ImageManager agent port is 56765 You can change the port used by ImageManager in the ImageManager ImageManager exe config file Note You might need to modify your firewall settings to make the ImageManager agent port accessible Password The ImageManager agent password The default password when connecting to an ImageManager agent for the first time is password ImageManager prompts you to change the password after connecting for the first time Click I don t know my password to get instructions about how to reset a for
20. replication with improved throughput using this tool Purchase three HeadStart Restore licenses one for each server Example 3 Environment You have four servers A B C and D managed by a single ImageManager console You want to replicate server A and B backups off site server C backups locally and server D to use HeadStart Restore Licensing Solution Purchase two intelligentFTP or ShadowStream licenses for servers A and B ImageManager includes support for server C to backup to a locally attached device so no additional license is needed Purchase one HeadStart Restore operation for server D Example 4 Environment You have three servers at one location and another at a remote site that you want to manage using ImageManager You want to replicate the three local server backups using intelligentFTP to an offsite location and perform consolidation at that site along with backups from the fourth server You want to protect all servers at both locations with HeadStart Restore Licensing Solution Install ImageManager at the local and remote sites Purchase 3 intelligentFTP licenses for remote replication and assign all three to the local ImageManager agent Purchase 7 HeadStart Restore license assign three licenses for the local and three for the remote site plus one at the remote site for the remote server 4 6 Managed Folders You must select one or more folders that contain backup image files to be managed by ImageManager To crea
21. run normally This prevents ImageManager from re sending all the contents intended for the folder instead of only the updates Enabled Default Enabled Temporarily disables a share Click Delete to permanently remove a ShadowStream share Read Only Makes a share read only 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 39 of 47 s3 STORAGECRAFT StorageCraft ImageManager User Guide Security Anonymous Share and User Click Permissions to modify the setting Configuring Share Permissions To modify the Share permissions for the highlighted share 1 Click Permissions z I Share Permissions Greg s Server 2 In the Share Permissions dialog select the desired permission setting then click OK Permission Description Grants all permissions to any user not just ShadowStream users Anonymous For security reasons StorageCraft recommends that you don t use anonymous This is the default setting Grants all rights to the Share to ShadowStream users This does not include the right to change Share folder permissions Only administrators can change folder permissions User Choose User to grant specific ShadowStream users permissions to this share These permissions are listed below the Users field ShadowStream automatically updates the Shares tab to reflect changes in permissions 11 ShadowStream Console The primary purpose of ShadowStrea
22. the file name For example D_VOL b001 i005 cd spi e Weekly Consolidated Files At the end of each week ImageManager can roll up all Daily Consolidated files created during that week into a single point in time incremental image file Weekly consolidated files include a cw in the file name For example D_VOL b001 i026 cw spi e Monthly Consolidated Files At the end of each month ImageManager rolls up all Weekly Consolidated files created during that month into a single point in time incremental image file Monthly consolidated files include a cm in the file name For example D_VOL b001 i097 cm spi e Rolling Consolidated Files ImageManager rolls up multiple monthly consolidated files to further reduce the amount of storage space used This creates a rolling consolidated monthly image file that consists of the specified number of cm image files Rolling consolidated files include a cr in the file name For example D_VOL b001 i097 cd cm cr spi amp Note To use rolling consolidation you must use ImageManager 6 and ShadowProtect 5 You are NOT required to create a new backup chain The rolling consolidation feature of ShadowProtect 5 works with ShadowProtect 4 image chains Configure Consolidation Settings amp Note The policies configured with ImageManager are different from the policies set in ShadowProtect The policies defined in ShadowProtect apply only to weekly and monthly backup jobs They don t apply to continuo
23. you manage the network bandwidth used by ImageManager by limiting transfer speeds Replication throttling allows you to modify how fast ImageManager can upload data to a remote site When Limit maximum transfer speeds is enabled the default throttling setting is 1 Mbps with a range from 1Kbps to 999 Gbps This setting applies if you have purchased and installed one or both of the add on transfer tools intelligentFTP or ShadowStream or if you are using the StorageCraft Cloud The download speed the transfer rate from the remote site back to the agent is fixed at 15Mbps maximum Note Throttling applies to each job instead of all jobs which means network usage increases as jobs are added For example network usage will double when two jobs are running instead of just one However replication throttling is a global setting for all jobs unless you override global throttling when you configure a job Concurrent Processing Use this setting to control the maximum number of folders to be processed simultaneously and the maximum number of jobs processed simultaneously for replication and HeadStart Restore These settings give you more granular control over the number of jobs and folders ImageManager works on at the same time Note Concurrent jobs apply to the replication type NOT all replication jobs Global Retention Global Retention allows you to manage automatic cleanup settings for all managed folders ImageManager deletes the files afte
24. 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 SP2 or above 32 bit x86 and 64 bit x64 Note ImageManager runs on most Windows operating systems but StorageCraft recommends using a Windows Server operating system such as Windows Server 2008 R2 or Windows Server 2012 Other Requirements Microsoft NET version 3 5 Required ImageManager requires Microsoft NET version 3 5 Service Pack 1 for some operating systems or higher for other operating systems You must ensure that the right version of NET is installed before installing ImageManager 6 The information below will help you decide which versions of NET are needed for your operating system e Windows Server 2012 normally has NET4 5 installed by default You also must install NET 3 5 manually The installer for NET 3 5 is under the Turn Windows Features on or off option e Windows 8 normally has NET 4 5 installed by default You also must install NET 3 5 manually The installer for NET 3 5 is under the Turn Windows Features on or off option e Windows Server 2008 R2 does not come with NET Framework pre installed The installer for NET 3 5 is under the Turn Windows Features on or off option and must be installed manually e Windows Server 2008 does not come with the NET Framework pre installed The installer for NET 3 0 is under the Turn Windows Features on or off option However I
25. 65536 bytes The size range is from 1 131072 bytes Mode You can select Active or Passive based on the destination s firewall configuration An FTP connection made in Active Mode may appear to the destination firewall that the sender is trying to initiate a connection directly to one of its internal clients Typically firewalls will block this type of connection Making an FTP connection in Passive mode can avoid this problem Authentication Default Disabled Provide ImageManager with the authentication credentials needed to log into the FTP server or network resource Domain Computer NAS name Username and Password About The About tab displays ImageManager agent version information 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 25 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide mana STORAGECRAFT IMAGEMANAGER LATT StorageCraft ImageManager Agent Version 6 5 0 29499 Copyright 2006 2012 StorageCraft Technology Corporation All Rights Reserved Parts of this software are Copyright as follows 2004 2006 Enterprise Distributed Technologies Ltd 2002 2003 The KPD Team 2004 Routrek Networks 2002 Chew Keong Tan and 2006 Component amp ce All Rights Reserved Technical Support http forum storagecraft com Community This software is copyrighted by StorageCraft Technology Corporation and is protected by law both domestically andinternat
26. Enabled Instructs ImageManager to verify each backup image file immediately created image files following its creation Periodically re verify Default Reverify every seven days Instructs ImageManager to re verify backup image files existing image files in the managed folder on a regular basis You can re verify the backup image files every 1 30 days as specified in the Days field Override default Default Disabled Lets you manage how the ImageManager agent uses processing performance impact for resources during the verification process More processing resources result in faster image file verification verification but can impact other system operations When this setting is disabled the agent uses the throttling setting in Agent Settings to manage I O usage by ImageManager see the General tab in Agent Settings 6 Consolidating Backup Image Files The ImageManager consolidation service lets you periodically merge incremental backup image files into a consolidated file Doing this reduces the time to restore and lets you reduce the size of the file chain necessary to restore a system Fewer files means fewer opportunities for file failure ImageManager provides the following types of consolidated files e Daily Consolidated Files At the end of each day ImageManager rolls up all incremental backup image files created during that day into a single point in time incremental image file Daily consolidated files include a ca in
27. Manager Overview StorageCraft ImageManager helps you maintain and manage backup image files and storage space used by those files Based on a policy that you create ImageManager automatically consolidates incremental backup image files into daily weekly and monthly incremental images ImageManager also provides ongoing verification and replication services for your backup images ImageManager consists of these components ImageManager Service A Windows service that performs the backup file management for policies you define ImageManager Client The UI that lets you create and manage retention policies for your ShadowProtect environment This section includes these topics e ImageManager Features e HeadStart Restore Scenarios e Installing ImageManager Note ImageManager policies only apply when you are using the continuous incrementals backup schedule defined in ShadowProtect Standard weekly and monthly backup schedules do not use ImageManager and have separate retention policies For more information see Creating Backup Image Files in the ShadowProtect User Guide 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 1 1 FAQ and Most Recent Version Updates This page gives you a localized subset of the English ImageManager ReadMe It contains the most recent and important information about ImageManager version 6 6 0 as of Decemb
28. SS sTORAGECRAFT StorageCraft ImageManager 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 ImageManager Overview 1 1 FAQ and Most Recent Version Updates 1 2 ImageManager Features 1 3 HeadStart Restore Scenarios 2 Install ImageManager 2 1 System Requirements 2 2 Upgrade from ImageManager 4 x or 5 x 2 3 Installation 2 4 Activate Premium Features 3 User Interface Overview 3 1 ImageManager Navigation Pane 3 2 Managed Folder Pane 3 3 ImageManager Services 4 Configure ImageManager 4 1 Manage Folder Settings 4 2 Connect ImageManager Agents 4 3 Select Agent Passwords 4 4 Authenticate Agents 4 5 Configure Agents 4 6 Managed Folders 4 7 Configure Notifications 5 Verify Backup Images 6 Consolidating Backup Image Files 7 Retention Settings 8 Replicate Backup Images 9 Install ShadowStream 10 Configure ShadowStream 10 1 ShadowStream User Roles 10 2 Add a New User 10 3 Configure Settings 10 4 Create a ShadowStream Share 11 ShadowStream Console 12 HeadStart Restore 12 1 Create HSR Job 12 2 ESX Permissions 12 3 Finalize HSR Job 13 Browse Backup Images 2014 Sto
29. UY LUMC General Performance Locations About Destination Locations Name Path Local H Test EAIncrementals Network ES Greg 10 1710 75 DefaultShare ShadowStream Dave_Test Remote DefauitShare The list shows each resource by Type Name and Path To Add a new Location 9 Location Settings Type A Local Drive z Name Path 1 In the Locations tab click the icon to display the Location Settings dialog 2 In the Location Settings dialog enter the required information then click Save Location types and settings are Field Description Type Local drive Replicate to any locally attached device Network drive Replicate to a network resource such as a server NAS or BDR intelligentFTP Replicate remotely using iFTP StorageCraft ShadowStream server Replicate remotely using ShadowStream StorageCraft Cloud Services Replicate remotely to StorageCraft Cloud Services VMware ESX ESXi Server Replicate to a VMware server Name Optional Enter a descriptive name for the location Path Enter the path for the location Authentication_ Enter the credentials if needed to access the location To Delete a Location amp Note ImageManager can t delete a Location that is in use by a replication job You must first modify or delete that job before deleting the Location 1 Click on the location you want to remove 2 Click on the x icon at the upper right of the
30. _VOL b001 1048spi o plication target HeadStart Restore Jobs 2 a Incremental restore of VM WIN7X64 PC ll vV X Restore to Microsoft VHD file s located at E vhd H 7 vi Win X64 VM WIN7X64 PC Waiting C_VOL bOOL spf Base C VoLbooLspt Point in Time 5713 2011 328 AM amp Incremental restore of VM WIN7X64 PC I v X Restore to VM ed at Fmd x64 VM WIN7X64 PC a Restoring C_VOL b001spf 5 13 2011 328 AM p 5 F amp z 5 Friday May 20 2011 700AM B00AM 90AM 1000AM 1100AM 1200PM 100PM 200PM 3 00PM Backup of VM WIN7X64 PC taken at 10 30 AM D View Help Contents mP C NTFS 4490 GB Filename voL b001 i037 spi 412 10 MB Properties vsrapvss 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 10 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 3 1 ImageManager Navigation Pane The left side Navigation pane displays a list of connected ImageManager agents ImageManager displays the information for the selected agent i EDSC STEVE 56765 Managed Folder Tasks B Start Managing Folder T Stop Managing Folder Verification Settings bs Consolidation Settings T Retention Settings Q folder Settings Agent Tasks By Connect to Agent By Disconnect Agent 4 Refresh gt Start Processing EJ Notification Settings a Licensing Q Agent Settings Help Tasks lt gt View Help Contents The Navigation pane also
31. ager needs to use an ESX server target e ImageManager doesn t support the free limited functionality version of ESXi e To restore to a VCenter Cluster set the correct permissions on the datacenter s root VM folder Note ImageManager doesn t show folders on the Folder tab for an ESXi target when creating a minimal virtual machine This is because the datastores folder is different than the datacenters virtual machine folders Learn more about the ESXi folder hierarchy in the Folders section of the vSphere Managed Inventory Objects page StorageCraft Support Center Page 42 of 47 2014 StorageCraft Technology Corporation lt 3 STORAGECRAFT StorageCraft ImageManager User Guide To Create a new HeadStart Restore Job 1 In the ImageManager console select the ImageManager agent and then the managed folder you want to use for this HeadStart job 2 In the HeadStart Restore Jobs pane click Add new HeadStart Job amp HeadStart Restore Job for backup images of WINXPX32 General HeadStart Restore Volumes Name HeadStart Restore of WINXPX32 Type a Volume SIS VMDK estination VHD Type EJ Local Drive Location x Subdirectory E STC DAVED Lag Time Hours 164 1 23 Days E a0 e HeadStart Restore TM does not immediately restore the latest image file Rather image files are applied one or more days after creationto provide a window of time called a Lag Time to identify system erro
32. atabase server and configure the VM to continue adding incremental backups to your original backup image chain Users can then continue to use the VM database server as if the original is still online Once the VM is running start an HSR to the database server s new disk subsystem When HSR catches up to the most current incremental you can finalize the HSR installation on the new disk subsystem take the VM down then bring the original database server back online Virtual Standby Server Problem You want to have a stand by server that can take over if your primary server fails but you can t afford the high priced server mirroring technology ImageManager Solution Your production server generates continuous incremental backups Configure an HSR solution to automatically restore those incremental backup images into a virtual machine file VMDK ESX Server or VHD If your production server fails for any reason finalize the HSR then use the Recovery Environment to apply any remaining incremental images to the virtual machine a matter of minutes then bring it online as a replacement for the failed production server 2 Install ImageManager This section covers ImageManager System Requirements Upgrade from ImageManager 4 x or 5 x Install ImageManager Activate Premium Features 2 1 System Requirements Hardware Requirements ImageManager has the following hardware requirements e Atleast 1 GB physical RAM 4 GB recommen
33. ded e Atleast 75 MB of free hard disk space for installation files e Must meet the minimum operating system support requirements listed in the following section Operating System Support ImageManager runs on Windows OS Version o Server 2012 R2 Requires NET 64 bit x64 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 47 SSS sTORAGECRAFT Windows Server 2012 Requires NET 3 5 Windows Small Business Server 2011 Windows Server 2008 R2 Foundation Windows Server 2008 R2 Windows Server 2008 Windows Small Business Server 2008 Windows EBS Server 2008 Windows Server 2003 Windows Small Business Server 2003 Standard Windows Small Business Server 2003 Premium Windows 8 1 Requires NET 3 5 Windows 8 Requires NET 3 5 Windows 7 Windows Vista Home Basic Windows Vista Home Premium Windows Vista Ultimate Windows Vista Enterprise Windows Vista Business Windows XP Media Center Windows XP Professional SP2 or above Windows XP Home di StorageCraft ImageManager User Guide 64 bit x64 64 bit x64 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and 64 bit x64 32 bit x86 and
34. e To run Recovery Environment on an ESX server upload the Recovery Environment ISO to a Machine datastore on the ESX host Set the VM s CD ROM settings to boot from the Recovery Environment ISO When booting the VM confirm that the BIOS boot sequence has the CD ROM as the first boot device 4 Reboot the VM and let the operating system load from the VMDK HSR of a Virtual Machine 1 Edit Virtual Machine settings and set the appropriate guest operating system 2 Start the VM and let the operating system load from the VMDK After the Restoration There is no need to keep a finalized job enabled You can reuse the license by disabling or deleting the finalized job 13 Browse Backup Images The ImageManager Backup Images service lets you view a historical record of your backup image file creation P Backup Image Files a X Friday May 20 2011 7 00 AM 8 00 AM 9 00 AM 10 00AM 11 00AM 12 00 PM 1 00 PM 2 00 PM 3 00 PM 4 00 PM 5 00 PM a G G BG G G B B B B B G Backup of VM WIN7X64 PC taken at 10 30 AM wa C NTFS 44 90 GB ename C_VOL b001 i037 spi 412 10 MB Properties VSnapVSS The Backup Image Files pane lets you view information about the backup image files created on a given day You can also 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 46 of 47 3 STORAGECRAFT StorageCraft ImageManager User Guide e Use the calendar controls amp to browse to a specific date By default the Backup Imag
35. e Files pane displays the current date e Use the left arrow and right arrow icons to move along the daily timeline e Select a file icon to see general information about that backup image file ImageManager displays a file icon at each point on the timeline where ShadowProtect created a backup image in the selected managed folder amp Note In rare situations ImageManager may report a backup file property as Unlocked This can occur for a variety of reasons but is benign and can be ignored An example is shown below Wednesday August 07 2013 ai v G Backup of taken at 6 00 PM Unlocked Image 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 47 of 47
36. e files ImageManager may Forexample if deleted until a keep image files longerthan the da onsolidated VW image file is s specified if they are needed for other operations y image files after 14 d ed that contains the files 4 chose to reme nsolidated Month hose files are not Save Cancel amp Important In some cases ImageManager may keep backup image files longer than the amount of time specified in the retention settings IF those files are needed for other operations See the retention exception example below 8 Replicate Backup Images The ImageManager replication service lets you automatically copy backup image files to a secondary location A Replication Targets 3 E3 Replicate backup images of VM WIN7X64 PC DI X Status 1 Sending C_VOL b001spf Fi local replication Win7 x64 VM WIN7X64 PQ j 49 bs Replicate backup images of VM WIN7X64 PC DI X tatus 316 6 Kbps Sent C_VOL b001 i048 spi regip Data Win7 x64 Queued Files 0 6 Replicate backup images of VM WIN7X64 PC DI X tatus 24 Mbps Sent C_VOL b001 i048 spi regip Data Win7 x64 Queued Files 0 Add new replication target Note ImageManager uses multiple operating system connections during replication In rare cases on Windows desktop operating systems older than Windows 8 all available connections can be used when many small incremental files are being replicated If this happens replication stops temporarily until
37. eCraft Technology Corporation StorageCraft Support Center Page 18 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide If the activation was not successful review the message to determine why the activation was unsuccessful To correct the problem do one of the following 1 Review the information in the Product Activation dialog box for accuracy Correct any errors then click Activate to resubmit the activation request 2 If your computer cannot successfully communicate to the activation server or the Internet wait for a while and try the activation process again If you continue to have problems activating these features contact Product Support Assigning Licenses The Licensing dialog box also controls the assignment of job licenses to this agent These features include Network Replication intelligentFTP Replication ShadowStream Replication HeadStart Restore ImageManager licenses these premium features on a per job basis and lists them in the dialog box after they are installed Z Job Licenses for STC DAVED z ES Name Dave Doering Organization StorageCraft j Serial Number Job licenses assigned to this agent F P Assigned In Use Job License Type aie E NA E Network Replication n s4 o intelligentFTP Replication 71 5S 0 ShadowStream Replication 63 24 1 I Headstart Restore 66 i 0 Update close Each job license type shows its usage The Network Replication and intelligentFTP Replication repr
38. er This installer pop up window is now localized Fixed ImageManager so it is now possible to delete an FTP Replication job without first pausing the job Previously this caused the ImageManager user interface to hang Fixed an issue where In some rare situations the ImageManager user interface didn t report when there was a problem replicating a file Known Issues 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 47 a STORAGECRAFT StorageCraft ImageManager User Guide In some situations it is possible that ImageManager can successfully write the contents of a new incremental backup to the VMDK file but then fail to update the related HSR file information This can occur when another process has a lock on the HSR file To avoid this make sure there is no AV product or similar that might lock the HSR files Note This release of ImageManager 6 6 0 includes additional error handling to limit the chance of this error occurring If this situation occurs ImageManager displays an error in the User Interface Japanese passwords in HSR jobs aren t being accepted HSR jobs that create VHD files are unable to select all volumes in the managed folder HSR jobs to a VMDK disk on an ESXi server are failing with the error Missing arguments in HSR job Some of the Polish strings are missing in this release If you create an HSR job and then later increase the size of the Source Volume the HSR Job fails Increas
39. er 2014 It is provided because the full ReadMe file is published only in English If there is a discrepancy between this page and the English ReadMe the English ReadMe is the controlling document ImageManager 6 6 0 December 2014 Enhancements e Verbose logging switches added ImageManager has a registry setting to enable verbose logging You can set this level between 1 4 or 6 The values 1 through 4 simply increase the amount of detail written to the logs Level 6 includes more logging information from the new ShadowStream e ImageManager now includes additional error messages that notify the user when an HSR Job encounters a problem updating the related VM file VMDK VHD VHDX Stop the errors by o Stopping the HSR Job Collecting the related log files o Submitting the log files to StorageCraft support Support will review the log files If the VM file has encountered a critical update issue you will need to recreate the HSR Job Note Additional code was added in this ImageManager 6 6 0 release to help mitigate the chance of this error occurring e ImageManager now supports both legacy ShadowStream and the new ShadowStream options e ImageManager now includes improved localized string support for Polish and other languages e ImageManager now shows a warning pop up message if you try to access or test an HSR ESXi location running ESXi 4 1 Update 3 or earlier These older versions of ESXi are not supported e ImageManager no
40. ery Perform the operations defined in the verification and consolidation schedules Select default or custom settings for ImageManager email events and notifications see Configuring ImageManager Notifications Select and configure ImageManager agent licensing options see Configuring an ImageManager Agent Select ImageManager agent options and configure the settings see Configuring an ImageManager Agent Function or Description StorageCraft ImageManager user guide 3 2 Managed Folder Pane The managed folder pane top center displays information about the connected ImageManager agent Select a managed folder in the list to see the usage pie chart Selecting a managed folder also puts focus on it for operations in the navigation and services panes Volume Capacity 232 9 GB Other 4 3 GB Folder 159 4 GB Free 168 6 GB The managed folder pane provides the following information about each managed folder Link Description The name of the computer where ShadowProtect creates and Source Computer stores i e where the managed folder resides the backup image files managed by ImageManager Managed Folder Folder Size The path to the managed folder where the backup image files managed files are stored The amount of storage space used by backup image files in the managed folder Free Space Image Files Volume Capacity 2014 StorageCraft Technology Corporation
41. esent the same licenses Assigning a Network or an intelligentFTP replication license will therefore decrement both of these licenses Field Description Available Shows the total number of purchased job licenses for this feature This pool is available to all ImageManager agents Assigned to Shows the number of the purchased job licenses assigned to the selected agent Agent Use the Assigned to Agent column to dynamically assign licenses or modify their assignments Use the selector to specify or modify the assignment Click Update to reflect the new assignment Note You cannot reduce the number assigned to this agent to less than the number already in use by jobs for this agent If you need to do so you must delete those job s first in order to reduce this number Roark by Shows the number of licenses actually in use by a ImageManager job for this selected agent General The settings on the General tab let you configure or modify the ImageManager agent properties 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 19 of 47 lt 5 STORAGECRAFT StorageCraft ImageManager User Guide Agent Settings for STC DAVED General Performance Locations About Processing es Vi Run ImageManager processing work each day at 12 00 AM Default Folder Credentials Domain or Computer or NAS Username Password Qualified Name You can override these credentials for individual folders by setting
42. gotten password See Resetting the Agent Password ImageManager connects to the specified agent and displays its icon in the navigation pane Connecting to Multiple ImageManager Agents To connect to multiple ImageManager agents simultaneously 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 16 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 1 Click Connect to Agent in the navigation pane ImageManager opens the Connect dialog box 2 Specify the details for the additional ImageManager agent 3 Click Connect ImageManager connects to this additional agent and adds the agent s icon to the navigation pane amp Note ImageManager opens port 8080 when it starts up This can cause problems with web servers and other applications that might already be using that port You can avoid this conflict by changing the ImageManager configuration file to use a different port pa Open the ImageManager config file c Program Files x86 StorageCraft ImageManager ImageManager exe config 2 Change the wcfPort from the default value of 8080 to one of the available dynamic ports on your computer the range is 49152 through 65535 Be sure to select a port that isn t already in use by another application or service For example Do not use the default ImageManager port number 56765 3 Restart the ImageManager service with services msc 4 3 Select Agent Passwords Connect to ImageManager Agents the fir
43. gram files x86 StorageCraft ShadowStream DefaultShare e Permissions Share all ImageManager can use this DefaultShare folder as its target but you may want to add one or more shares in order to e Better differentiate between jobs e Restrict users to a specific share rather than to the general DefaultShare folder To add a share 1 Create the destination folder s on the target ShadowStream server 2 In the ShadowStream console click the Shares tab 3 Click New Share In the Share dialog specify the share information then click OK Click Browse to locate the destination folder for this share Click on the folder to highlight it Click Select Folder NOOB ShadowStream adds this new share to the list Share Settings These options can be used to configure settings for the new share Setting Description Double click on the name to modify it Keep in mind that ImageManager Name might use this name in a replication job Changing the name when it is in use by a job causes the job to fail Double click on the Description to enter descriptive information about Description theshare Displays the path selected for this share Modifying this lets you to change the destination folder for this share If you change the location move the contents of the previous destination folder to the new path Location ImageManager replication jobs are not be affected by the change and will
44. guration file if necessary 2 4 Activate Premium Features You need to use ImageManager s activation function if you purchased one or more premium ImageManager features HeadStart Restore ShadowStream or intelligentFTP Note ImageManager standard functions such as consolidation retention verification or local replication are available without activation Replicating to the StorageCraft Cloud does not require activation but does require a cloud account and a service level agreement 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide You need an Internet connection for automatic activation To activate one or more ImageManager premium features 1 Click Licensing in the configuration pane of the ImageManager console 2 Click Activate in the Licensing dialog box 3 Job Licenses for AUY LUMC Organization Serial Number To activate this product manually please visit httpy www storagecraft com product_activation php Activate Close 3 In the job licenses dialog box provide the requested information then click Activate e Customer Name Optional Specify the name of the product purchaser e Organization Optional Specify the name of the company e Serial Number Enter the Product Key received with ImageManager ImageManager communicates with the StorageCraft Licensing server 4 If the activation
45. hadowProtect compress your image files Doing so reduces system performance Encrypt data stream Default disabled Available only when Type ShadowStream Server Enables encryption on the data sent using ShadowStream Do not encrypt the data stream if you already have ShadowProtect encrypt your image files Doing so reduces system performance 5 Select the Replication Mode tab 6 Select the settings for replicating to a folder being consolidated by a second ImageManager at the target Note ImageManager can be installed on more than one system to distribute the consolidation process Images from one system s managed folder can be replicated to another system s managed folder One system performs the daily consolidations and the other performs the weekly and monthly consolidations The Replication Mode tab lets you configure replication services to perform distributed consolidation No Replicate all consolidated files Yes Replicate only consolidated daily image files Yes Replicate only original Default Enabled Select this option when the replication target is not managed by ImageManager You can choose the following options when replicating in this way Also replicate original unconsolidated intra daily image files Default Disabled Sends both the consolidated and the original incremental files to the secondary site This requires the most bandwidth and storage space Files moved or deleted by ImageManager are
46. his order Assign sort priority 4 7 Configure Notifications ImageManager can automatically send email notifications when specific events occur To modify the notification settings 1 In the ImageManager console select the ImageManager agent that you want to configure 2 In the Configuration pane click Notification Settings 3 In the Notification Settings dialog box select the Conditions tab 4 In the Conditions tab select the events to generate email notifications Failures Send an email when an ImageManager operation fails Warnings Send an email when ImageManager needs attention to prevent a failure Inactivity Send an email when the ImageManager agent is inactive for the specified number of days as Send an email when the space available in the managed folder drops below the specified threshold All Daily ae Activity Send a daily email with a summary of the ImageManager operations 5 Select the Email Setup tab in the Notification Settings dialog box 6 Specify the name of the email account to receive email notifications SMTP Server The SMTP server name and port that ImageManager uses to send the email notification Name If necessary provide valid authentication credentials for the SMTP server Select SSL to send the email via secure connection Email The email configuration Provide the email recipients and if desired a Sender name and Subject line for Template the notification emails Pills Sends an email whe
47. iles were written to the root folder rather than the correct sub folder Fixed an issue where Concurrent Processing settings were not being immediately applied Fixed ImageManager so that it no longer generates a verification exception in the Windows Event Manager when managing a large number of folders 300 Fixed the username and password functionality so that entries are no longer removed when the Notification Settings are saved and re opened Fixed the issue where under rare situations ImageManager might indicate that a Replication job is in a Ready status when files are queued for replication but not actually being replicated This might happen for any replication type This condition is more likely to be triggered in situations where the target server or ShadowStream Service is being restarted ImageManager should automatically begin replicating within a maximum of 15 minutes To troubleshoot these conditions you can enable ImageManager DetailedLogging Some ImageManager logs would also include the following harmless SyncFiles error message when replicating files see example below This has also been fixed in this release Example o 07 Oct 2014 12 25 24 SyncFiles error s Specified cast is not valid Fixed ImageManager so that it now includes improved support for unicode characters for ShadowStream job usernames passwords and paths Fixed ImageManager so that the User Interface no longer hangs if a ShadowStream job is paused a
48. ing C_VOL b001spf Base Image C_VOL b001spf Point in Time 5 13 2011 3 28 AM Incremental restore of VM WIN7X64 PC Il v X Restore to VMware VMDK file s located at F vmdk HSR Volume vmdk Win x64 VM WIN7X64 PC tatus Restoring C_VOL b001spf Base I C_VOL b001spf Point in Time 5 13 2011 3 28 AM Add new HeadStart job P Backup Image Files a Friday May 20 2011 5 70O0AM 8 00AM 9 00AM 10 00AM 1100AM 1200PM 1 00PM 200PM 3 00PM 4 00PM 5 00PM B 6 6 G G GB 6 G B GB Backup of VM WIN7X64 PC taken at 10 30 AM wa C NTFS 44 90 GB Filename C_VOL b001 i037 spi 412 10 MB Properties VSnapVSS Each service displays in its own pane that you can expand and collapse as needed Within each pane you can see information about that service and perform tasks related to it UI Component Description Displays error or warning information about ImageManager s automated Verification and Consolidation services for backup Uv image files Errors and Warnings Note This pane only displays if ImageManager encounters verification or consolidation errors 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 13 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 6 Displays information about ImageManager s automated backup 4 image replication service see Replicating Backup Image Files Replication Targets From the Replication Targets pane you can Add New Replication Target Opens the Replicatio
49. ing the Source Volume used for an HSR Job is not currently supported If you increase the size of the Source Volume you need to delete the HSR Job start a new backup chain and then start a new HSR job with the new backup chain HSR to VCenter ESXi returns Access Denied error when processing starts Replication fails on files that have previously been sent and won t continue until files are removed from destination An Unknown error encountered message is displayed if you attempt to upgrade from ImageManager version 6 5 1 to version 6 5 4 if the My Documents folder is missing 1 2 ImageManager Features ImageManager has the following basic features Verify Based on a frequency that you define ImageManager automatically verifies and re verifies the integrity of backup image files This is similar to manual verification when using the Verify Wizard in ShadowProtect Consolidate Based on a policy that you define ImageManager automatically consolidates incremental backup image files This limits the risk of having large backup image file chains where one bad file can render a whole backup image useless Retain Based on a policy you define ImageManager automatically deletes and or retains image files after a selected period of time These policies apply to intra daily daily and weekly image files You can also define how long to keep consolidated monthly images cm 1 to 120 months before cleaning them up This creates a rolling cons
50. inistrator console run on Windows Server 2003 Windows Server 2008 Windows Server 2008 R2 Windows Server 2012 Windows XP SP3 Windows Vista SP1 Windows 7 Windows 8 Ports ShadowStream uses these ports by default Port Purpose 4363 Data connection control port 4364 Admin connection port 4365 Data transfer port 54363 to Used for parallel 55263 connections Confirm access to these ports through your firewalls to run ShadowStream Installing the ShadowStream Service To install the ShadowStream service or both if you haven t installed ImageManager on this system 1 Run the ShadowStreamSetup6 exe file The installation file can be found on the StorageCraft Updates page You select default installation options or select custom options Custom installation options Console This is the ShadowStream administration tool At a minimum the system running the ShadowStream Application service needs a console to enable remote access Additional consoles can run on any workstation with access to the ShadowStream Service system ShadowStream The file transfer service Service Install Path The default is program files x86 StorageCraft Shdowstream Click Change to choose another location Click Finish when the Install Wizard completes 2 3 Click Start StorageCraft ShadowStream Admin Console This displays the ShadowStream administrator console 4 Click Admin Connect at the upper left 2014 StorageCraft Technology Co
51. ionally The unauthorized use duplication or distribution of this software or any part of it will be prosecuted to the fullest extent permitted by law and may lead to the assessment of criminal and civil penalties Save Cancel Click Cancel to close the dialog Licensing StorageCraft licenses premium features on a per job basis Each job license grants one job to a single ImageManager agent You can later reassign a license to a different job or to a different agent as needed Each license supports one of the following operations e Each intelligentFTP license supports one Network Replication or one off site replication job using intelligentFTP e Each ShadowStream license supports one Remote Replication Off site job using ShadowStream See ShadowStream for details e Each HeadStart Restore license supports one device restoration For more information about each of these operations see ImageManager Features amp Note You can purchase as many premium feature job licenses as needed but each license is activated for only a single ImageManager console You cannot purchase a premium license and then move its job operations among multiple ImageManager consoles For more information about ImageManager licensing see ImageManager License Scenarios To activate ImageManager premium features 1 In the Configuration pane of the ImageManager console click Licensing 2 In the Licensing dialog click Activate
52. m is to perform ImageManager replication jobs The ShadowStream administrator console can also be used to e Confirm that remote site backup image replications have completed e Download image files from remote sites to the workstation e Change user passwords Accessing the console 1 Click Start gt StorageCraft gt ShadowStream Admin Console 2 Click Browse Share as User i Connect to Share Server Control Port 4363 Transfer Port 4365 Share DefaultShare Username Password 3 In the User login dialog enter the connection information then click OK 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 40 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Note ShadowStream maintains its own database of users and shares These users and shares are unique to ShadowStream and are not the same as a Windows user or Share even if there are existing Windows shares on the target server 4 ShadowStream displays a directory listing for the selected ShadowStream share Folder and File Actions You can perform various actions on the files or folders based on user permissions set by the administrator Note By default all ShadowStream users have the full permission to the ShadowStream shares They do not however have permission to change permissions Action Result Double click a folder Opens the folder and displays a list of its contents Click Delete Dele
53. mageManager requires version 3 5 or 4 0 The ImageManager installer attempts to download and install NET 3 5 or higher If that fails you can download and install the Framework manually 2014 StorageCraft Technology Corporation StorageCraft Support Center Windows Server 2003 R2 requires a manual installation of NET 3 5 in some cases before you can install ImageManager 6 Windows Vista normally has NET 3 0 installed by default The ImageManager installer attempts to download and install NET 3 5 or higher If that fails you can download and install the Framework manually Page 8 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide e Windows 7 normally has NET 3 5 installed by default The Microsoft NET Framework 3 5 Service Pack 1 can be downloaded here ImageManager Activation e Automatic activation requires an Internet connection e Manual Activation requires you to complete the form on the StorageCraft Product Activation page 2 2 Upgrade from ImageManager 4 x or 5 x If you upgrade ImageManager from v4 x or v5 x you don t need to uninstall the earlier version Close the ImageManager Console if it is running prior to doing the install The installer preserves your existing configuration and job settings Warning Run the installation as a Windows administrator to prevent losing settings from previous installations Right click on the ImageManagerSetup exe file then select Run as administrator
54. n ImageManager deletes them after the specified number of days To keep the backup images implement a replication procedure to save them to another system Keep Default 15 days consolidated The minimum daily image number of days files cd ImageManager keeps daily consolidated backup image files plus the time required for weekly consolidation files to be created if they are dependent on consolidated weekly files If the files are not required for another operation ImageManager deletes the source image files unless you choose to keep them See Move Consolidated Image Files to a Subdirectory later in this section 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 32 of 47 3 STORAGECRAFT StorageCraft ImageManager User Guide Keep Default 90 days consolidated The minimum weekly number of days image files ImageManager keeps cw weekly consolidated backup image files plus the time required for monthly consolidation files to be created if they are dependent on the monthly files If the files are not required for another operation ImageManager deletes in the daily files as defined in the Move Consolidated daily and weekly image files setting Cleanup Default not consolidated selected This setting monthly lets you clean up image files consolidated cm monthly image files after a specified period of time to further save storage space Keep
55. n intelligentFTP Replication ShadowStream Replication HeadStart Restore ImageManager licenses these premium features on a per job basis and lists them in the dialog box after they are installed Z Job Licenses for STC DAVED z eS Name Dave Doering Organization StorageCraft 5 j Serial Number Job licenses assigned to this agent Job License Type Available one Pesen A E Network Replication 1 s o intelligentFTP Replication 71 s 0 ShadowStream Replication 63 2 1 TI Headstart Restore 66 i o update close Each job license type shows its usage The Network Replication and intelligentFTP Replication represent the same licenses Assigning a Network or an intelligentFTP replication license will therefore decrement both of these licenses Field Description Available Shows the total number of purchased job licenses for this feature This pool is available to all ImageManager agents Assigned to Shows the number of the purchased job licenses assigned to the selected agent Agent Use the Assigned to Agent column to dynamically assign licenses or modify their assignments Use the selector to specify or modify the assignment Click Update to reflect the new assignment amp Note You cannot reduce the number assigned to this agent to less than the number already in use by jobs for this agent If you need to do so you must delete those job s first in order to reduce this number In Use by Agent Shows the number
56. n Target dialog box where you can configure a target location to use with the replication service Edit a Replication Target Click the replication target name to modify the settings of an existing replication target Delete Replication Target Deletes a replication target jj Pause Replication Target Stops replicating to the associated target Enable Replication Target Resumes replication for a previously paused replication target The Replication Target list icons represent the type of destination connection drive e Locally attached drive 3 intelligentFTP connected drive e ShadowStream connected drive Displays information about ImageManager s HeadStart Restore HSR service see Using HeadStart Restore HeadStart Restore Jobs From the Head Start Restore pane you can Add New HeadStart Job Opens the HeadStart Job dialog box where you can configure a new HSR job Edit a HeadStart Job Click the HeadStart job name to modify the settings of an existing replication target Delete HeadStart Job Deletes a HeadStart job jy Pause HeadStart Job Stops a HeadStart job Enable HeadStart Job Resumes a previously paused HeadStart job y Finalize HeadStart Job Opens the Finalize dialog box where you can prepare the selected HSR target for use once the restoration process is complete see Finalizing a HeadStart Job The HeadStart Restore list icons represent the type of destination drive for that
57. n select between 1 and 365 days e Keep consolidated daily image files for at least 15 days default You can select between 7 and 365 days e Keep consolidated weekly image files for at least 90 days default You can select between 30 and 365 days Cleanup Consolidated Monthly You can reduce the amount of storage space used by deleting consolidated monthly files image files after the amount of time specified in the setting The default minimum time is 12 months Move Consolidated daily and Consolidated daily and weekly images can be moved into a subdirectory if you choose not weekly image files to delete them Note These settings can be used in conjunction with the Override global agent retention settings options These options are found in the Retention Settings dialog box under Managed Folder Tasks in the ImageManager user interface Locations The Locations tab simplifies the task of maintaining the destinations for your ImageManager jobs By defining resource paths in the Locations tab you can use these resources as you define ImageManager jobs You can also globally modify the specific types paths or credentials used to access these resources as they may change over time without having to modify each ImageManager job that uses these destinations 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 22 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Agent Settings for A
58. name and password amp Note This is the same cloud services username and password that was used when the StorageCraft Cloud services account was created VMware ESX ESXi Server Settings For a network replication to a VMware destination ImageManager requires Server You can use UNC IP address or server name to specify the VMware server Note You can click the Test ESX server connection icon next to the Server field to confirm you have an active connection to the server as a target Authentication Default Disabled Provide ImageManager with the authentication credentials needed to log into the server or network resource Domain Computer NAS name Username and Password amp Note You can click the Test ESX server connection icon next to the Server field to confirm you have an active connection to the server as a target intelligentFTP Settings intelligentFTP Settings For a remote replication using the intelligentFTP tool ImageManager requires Path Path to the FTP server Note You need a functioning FTP server and link between the local and the remote site for intelligentFTP to use Unlike a manual FTP transfer the intelligentFTP tool automates the process to ensure that the image chain replicated at the remote site is restorable Security ImageManager can encrypt the FTP link using either SSL or SSH based on how the Destination FTP server is configured You can choose None SSL or SSH Block Size Default
59. nd restarted in rapid succession Fixed the issue where creating a new Replication Job in ImageManager could cause a remote file to not be written to the correct shared folder on the remote server This didn t affect Replication at all but generated an error in the logs This issue is now fixed in this release Fixed the issue where if a user mounted a backup file as writeable and then chose the Shrink option when dismounting the backup file the resulting file may not have been correctly verified by ImageManager The file was fine but ImageManager may have incorrectly marked it as bad The errors generated might include the following error messages o sbrest 503 Fatal I O error on 1392 Invalid data format o loader 504 Final error 1392 Invalid data format Unfortunately this could result in ShadowProtect reporting a false verification warning when it next creates a backup for that chain The warning relates to the backup that the user manually shrunk In this release ImageManager correctly identifies and verifies a backup shrunk by the user This also prevents ShadowProtect from listing a verification warning for the file Fixed an issue so that users are now able to enter a value of zero 0 as a peak hour throttling entry Fixed the issue where on some Windows OS versions ImageManager attempted to check if there was a valid Net 3 5 framework installed If it was missing the installer normally showed a pop up window to warn the us
60. never the ImageManager notification settings change 7 Click Send test email to verify that the settings work correctly 8 Click Save 5 Verify Backup Images The ImageManager verification service periodically tests the integrity of your backup image files This process is similar to the manual process provided by ShadowProtect in the Verify Wizard see Verifying Backup Image Files in the ShadowProtect User Guide While the Verification service is enabled by default you can configure specific verification behavior for each managed folder To configure the verification service The ImageManager verification service can periodically test the integrity of your backup image files This verification of file integrity is similar to the manual process provided by ShadowProtect in the Verify Wizard see Verifying Backup Image Files in the ShadowProtect User Guide While the Verification service is enabled by default you can configure specific verification behavior for each managed folder To configure the verification service 1 In the ImageManager console select the ImageManager agent and managed folder 2 In the Configuration pane select Verification Settings 7 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 29 of 47 lt 5 STORAGECRAFT StorageCraft ImageManager User Guide 3 In the Verification Settings dialog box provide the desired information then click Save Immediately verify newly Default
61. nsole Computer e In the MSHOME workgroup e Logged in as JDoe e ImageManager Console running On the Agent Computer In the MSHOME workgroup Not logged in User account JDoe must exist Password for JDoe must be the same as user JDoe on the console computer ImageManager Agent running under the context of LocalSystem 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 17 of 47 STORAGECRAFT StorageCraft ImageManager User Guide Important In this scenario the agent computer must have an account named JDoe The password for the JDoe user account on the agent computer must be the same as the password for the JDoe user account on the console computer This allows the ImageManager console to successfully authenticate to the ImageManager agent 4 5 Configure Agents There are two ImageManager Agent configuration options e Agent Settings e Licensing Agent Settings Select Agent Settings to modify ImageManager agent settings The Agent Settings dialog includes the following tabs e General e Performance e Global Retention e Locations e About Licensing StorageCraft licenses premium features on a per job basis Each job license grants one job to a single ImageManager agent You can later reassign a license to a different job or to a different agent as needed Each license supports one of the following operations e Each intelligentFTP license supports one Network Replication or one off
62. older Path EA Description optional This folder requires authentication Domain or Computer or NAS Username Password Qualified Name Assign sort priority relative to other managed folders s 0 255 o Assigning a sort priority will override column sort orders and cause this folder to move to the top of the managed folders list 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 15 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide To modify the settings of a managed folder 1 In the ImageManager console select the ImageManager agent that you want to configure 2 In the Navigation pane click Folder Settings 3 In the Managed Folder Settings dialog box provide the required information then click Save Description Optional A description of the managed folder Conditional The managed folder s authentication credentials You can either use the default credentials Authentication specified in the ImageManager agent settings see Configuring an ImageManager Agent or specify authentication credentials specific to this managed folder Default Disabled When enabled ImageManager sorts the managed folders in the Managed Folder pane in ascending order based on the specified sort value 0 255 ImageManager will then run these jobs in this order Assign sort priority Note You cannot modify the path of the managed folder If you need to change the
63. olidated image file cr that consists of the number of specified cm image files Replicate Local Based on a profile that you define ImageManager automatically creates redundant copies of backup image files to locally attached hard drives Smart replication technology evaluates the consolidation policy to avoid transferring unnecessary or obsolete backup image files Beyond these basic features ImageManager offers other premium features available with the purchase of a job license or StorageCraft Cloud service level agreement Replicate Cloud Services Based on a profile that you define ImageManager automatically replicates encrypted backup image files to the StorageCraft Cloud Replicate Network Based on a profile that you define ImageManager automatically creates redundant copies of backup image files to a network share Replicate Off site Based on a profile that you define ImageManager automatically creates and sends copies of backup image files to a remote server ImageManager provides both high speed ShadowStream replication and intelligentFTP replication options for off site replication HeadStart Restore HeadStart Restore HSR is the ability to restore a backup image while ShadowProtect continues to add Incremental backup images to the same backup image chain For information about using HeadStart Restore see HeadStart Restore Scenarios For more information about licensing ImageManager or its premium features
64. ow level file operations Capacity planning Global fe een attributes Script action Network Assign network Resource Assign virtual machine to resource pool Add new disk Virtual Machine gt Configuration Addior remove device Virtual Machine gt Inventory Create new Virtual Machine gt Provisioning Allow disk access If you restore to a vCenter cluster HeadStart Restore also requires the following permissions on the root of the cluster Category Permissions Global Licenses 12 3 Finalize HSR Job Once created and enabled an HSR job begins the process of restoring a volume from its backup image files to a virtual disk file However the restored volume remains unusable until it is finalized This prevents users from inadvertently accessing the volume before the restore operation is complete To finalize a HeadStart job 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 45 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide m In the ImageManager console select the ImageManager agent and managed folder for the HSR job you want to finalize In the HeadStart Restore Jobs pane click Finalize y next to the HSR job you want to finalize 3 In the Finalize dialog box provide the required information then click Finalize HeadStart Volumes N Select one or more HeadStart volumes to finalize Finalize For each HeadStart volume that you want to finalize specify the specific poin
65. provides links to ImageManager features and functionality Managed Folder Tasks Link Function Description Start Managing Select the storage locations for backup image files and start managing them with ImageManager See Folder Create a Managed Folder eee Managing Stop managing the selected folder and remove it from the Managed Folder window oA Configure the automated verification service see Verifying Backup Image Files lidati i ee ae anne dation Configure ImageManager s consolidation service see Consolidating Backup Image Files gt Retention Configure which image files ImageManager retains and how long they are kept see Consolidating Settings Backup Image Files g Folder Settings Modify the settings for the selected managed folder see Create a Managed Folder 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 11 of 47 SSS sTORAGECRAFT Agent Tasks Button or Link s Connect to Agent a Disconnect Agent gt Refresh gt Start Processing t Notification Settings Licensing Eva g Agent Settings Help Tasks Button or Link gt View Help Contents StorageCraft ImageManager User Guide Function or Description Connect to an ImageManager agent on another system see Connecting to an ImageManager Agent Disconnect the ImageManager Console from the selected ImageManager agent Display available ImageManager agents after running a new system qu
66. r Guide SSS sTORAGECRAFT HeadStart Restore Jobs 2 Incremental restore of VM WIN7X64 PC I X Restore to Microsoft VHD file s located at E vhd HSR Volume vhd Win7 x64 VM WIN7X64 PC Base Image C_VOL b001 spf Point Waiting C_VOL b001spf ne 5 13 2011 3 28 AM Incremental restore of VM WIN7X64 PC I v X Restore to VMware VMDK file s located at F vmdk HSR Volume vmdk Win x64 VM WIN7X64 PC e C_VOL b001 spf Restoring C_VOL b001 spf Point in Time 5 13 2011 3 28 AM Base Imag Add new HeadStart job Note Don t delete an HSR job while the job is still running Cancel the HSR job first and then delete it to prevent the ImageManager user interface from becoming unresponsive The HSR process consists of e Create a HeadStart Job e Finalize a HeadStart Job 12 1 Create HSR Job Use the Add new HeadStart job option on the HeadStart Restore HSR pane to configure a specific restore operation Important HSR can t create GPT volumes Use the Recovery Environment to do a normal restore for GPT volumes VMware Considerations HeadStart Restore can use VMware targets with these considerations e Close all instances of VMware VSphere client before attempting to contact an ESX server with ImageManager e When creating an ESX job type the Domain or Share fields don t appear when you select the ESX ESXi target type for HSR See ESX Server Permissions for information about the minimum permissions ImageMan
67. r the number of days specified unless they are required for other operations 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 21 of 47 S34 STORAGECRAFT StorageCraft ImageManager User Guide Agent Settings for VM WIN7 PC a General Performance i Locations About V Automatically clean up backup image files in all managed folders Keep intra daily image files for at least 7 3 Days 1 365 Keep consolidated daily image files cd for at least 15 o Days 7 365 Keep consolidated weekly image files cw for at least 90 s Days 30 365 Cleanup consolidated monthly image files cm Keep consolidated monthly image files for atleast s Months 1 120 V Move consolidated daily and weekly image files to a subdirectory instead of deleting Note ImageManager always deletes intra daily image files i ImageManager may keep image files longerthan the days specified ifthey are needed for other operations For example if you chose to remove Consolidated Weekly image files after 14 days those files are not deleted until a Consolidated Monthly image file is created that contains the files Save Cancel You can reduce the amount of storage space used by managing consolidating and deleting image files that aren t needed Automatically clean up backup Checking this box enables you to image files in all managed folders e Keep intra daily files for at least 7 days default You ca
68. r worst case sector alignment in the file system structure e Create a new VMDK in an existing VM To do this right click an existing VM then select Create New Virtual Disk e Create a new VM in an existing Resource Pool To do this right click an existing Resource Pool then select Create New Virtual Machine After it is created you can add a virtual disk to the new VM Note After the job is configured and saved the only thing you can change is the image file password If you need to modify any other settings or change volume sizes you need to delete the job and create a new one ImageManager enables the HeadStart Restore job and displays it in the HeadStart Restore Jobs list amp Warning Do not click Delete on an HSR job once it begins creating a new virtual disk This may cause ImageManager to freeze If it is necessary to delete a job click Pause first When the job pauses click Delete 12 2 ESX Permissions HeadStart Restore requires the following minimum permissions on the ESX server resource pool where you plan to create virtual machines and virtual disks for HeadStart Restore If you are not using resource pools you must set these permissions on the host datacenter or cluster StorageCraft recommends that you create an HSR role on the ESX server that contains at least these permissions then assign the user accounts used by HSR jobs to the HSR role Category Permissions Allocate space Datastore Browse datastore L
69. rageCraft Technology Corporation StorageCraft Support Center a OOO ONN ODO BP W DY Page 2 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide StorageCraft ImageManager User Guide Welcome to the StorageCraft JmageManager User Guide This guide describes how to use ImageManager to manage backup image files created with StorageCraft ShadowProtect The guide includes the following major sections ImageManager Overview Understanding the ImageManager UI Configuring ImageManager Verifying Backup Image Files Consolidating Backup Image Files ImageManager Retention Settings Replicating Backup Image Files Installing ShadowStream Using HeadStart Restore Browsing Backup Image Files Additional Information For new or additional details see e ImageManager FAQ and Most Recent Version Updates lists a localized subset of the English ReadMe e ImageManager English Readme links you to the full ReadMe which contains enhancements fixed issues and known issues e StorageCraft technical support lists important support information e StorageCraft glossary lists definitions for all StorageCraft products e StorageCraft ShadowProtect User Guide contains detailed ShadowProtect product information Documentation Conventions This symbol designates a Note or Warning which contains critical information about ImageManager ImageManager User Guide document version 6 6 December 10 2014 1 Image
70. replication job If it fails ImageManager stops the attempt and issues an error message The replication job is not yet complete ImageManager retries again after ShadowProtect creates a new incremental backup image The new incremental causes ImageManager complete its consolidation and replication jobs Setting the Maximum Current Connections higher than the total number of replication jobs and users allows the replication job to continue without interruption Administration You can allow administrators remote access to the ShadowStream console by checking Allow Remote Administration In the interest of security remote administration is not enabled by default If you enable remote administration you can configure Setting Value Administration Port Default 4364 The port that the ShadowStream server uses for the administrative connection Leave this at the default unless your firewall policy requires a different port HSEEE Default 1 The number of simultaneous administrator connections on the server StorageCraft m recommends using the default value to enhance security Connections 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 38 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide 10 4 Create a ShadowStream Share With ShadowStream installed ImageManager can replicate data to a shared ShadowStream folder ShadowStream creates a default folder e Name DefaultShare e Location pro
71. rporation StorageCraft Support Center Page 36 of 47 SSS sTORAGECRAFT 5 Click OK to log in using the default Admin account with a password of password Note Earlier versions of ShadowStream used a default password of shadowstream You can now configure ShadowStream for use with ImageManager Remote ShadowStream Console Installation StorageCraft ImageManager User Guide The ShadowStream administrator console is automatically installed when ImageManager is installed Enable remote management on the system where the ShadowStream service is running to use the remote console 10 Configure ShadowStream After you install ShadowStream Change the administrator password Add a ShadowStream user to execute replication jobs Create a ShadowStream share as the destination file folder Configure the port settings for access through the firewall Raise the maximum concurrent file transfer connections 10 1 ShadowStream User Roles ShadowStream users can have multiple of roles You can be exclusively a User exclusively an Administrator or you can have rights to perform both roles The Administrator exclusive can only administer the ShadowStream service i e there are no rights to process replication jobs The User role has the rights so ImageManager can process replication jobs See Add a New User for information on adding a new user or changing the role for an existing user To Change the Administrator Password AS
72. rs that were captured in the latest image i e virus infection data corruption or data loss amp Note An HSR license is required to create automated HSR jobs 3 In the HeadStart Restore job dialog General tab select or specify the applicable settings Name Optional Enter a descriptive name for the HSR job Volume Type The type of volume you want HeadStart Restore to create The supported types are a VMware VMDK Create a Virtual Machine Disk VMDK file compatible with VMWare virtual environments a Microsoft VHD Create a Virtual Hard Disk VHD file compatible with Microsoft Hyper V and Oracle VirtualBox virtual environments a Volume Create a physical volume on a local physical disk 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 43 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Destination Type The destination type for your HSR The supported destination types are a Local Drive locally attached device Network Drive a VMware ESX ESXi Server Only available for VMDK targets Location The list of pre defined destination locations based on destination type You can use your pre defined locations or create new ones with Add new location ImageManager asks for Type The Location type defaults to the most recently used type a Name Optional The Location name should make it easy to identify the location a Server The destination server name
73. s these settings e Agent Throttling e Replication Throttling e Concurrent Processing 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 20 of 47 S4 STORAGECRAFT StorageCraft ImageManager User Guide Agent Settings for WIN7 X86 EN sl General Performance Global Retention Locations About Agent Throttling Agent s performance impact on other O intensive applications g Low 50 High Replication Throttling for iFTP ShadowStream and Cloud Limit maximum transfer speeds to EE Regulate maximum transfer speeds during peak hours Start Hou End Hour Rate HH HH Concurrent Processing 1g Maximum managed folders processed simultaneously wi Maximum Replication and HeadStart Restore jobs processed simultaneously gal Save Cancel Agent Throttling Use the Agent Throttling setting to increase or decrease the CPU cycles available for processing ImageManager operations This setting lets you prioritize ImageManager against other CPU intensive application tasks The default setting is 50 which means that ImageManager can use up to 50 of CPU processing time to complete its work The adjustable range is from 1 to 100 To modify the setting click on and move the arrow to the left or right of the scale As the arrow moves the percentage value changes to reflect the new setting Replication Throttling for iFTP ShadowStream and Cloud This optional setting lets
74. site replication job using intelligentFTP e Each ShadowStream license supports one Remote Replication Off site job using ShadowStream See ShadowStream for details e Each HeadStart Restore license supports one device restoration For more information about each of these operations see ImageManager Features amp Note You can purchase as many premium feature job licenses as needed but each license is activated for only a single ImageManager console You cannot purchase a premium license and then move its job operations among multiple ImageManager consoles For more information about ImageManager licensing see ImageManager License Scenarios To activate ImageManager premium features 1 In the Configuration pane of the ImageManager console click Licensing 2 In the Licensing dialog click Activate 7 Job Licenses for STC DAVED Name Organization Serial Number To activate this product manually please visit httpy www storagecraft com product_activation php Activate Close 3 In the Activate StorageCraft ImageManager dialog box provide the requested information then click Activate o Customer Name Optional Specify the name of the product purchaser o Organization Optional Specify the name of the company o Serial Number Enter the Product Key that you received when purchasing ImageManager or premium feature licenses 4 If the activation is successful click OK 2014 Storag
75. st time with the default password of password You must then select a new your own agent password while connected If you forget your selected password use the StorageCraft password reset utility to change it back to the default To reset the agent password 1 Make sure the ImageManager console is closed 2 Download save the Password Reset utility to a location of your choice 3 Browse to the location where you saved the utility 4 Run as administrator the Password Reset utility right click on ImageManager ResetPassword exe then select Run as Administrator 5 Restart ImageManager 6 Connect to the ImageManager agent using the default password of password 7 When prompted select a new agent password of your choice 4 4 Authenticate Agents The ImageManager console needs to authenticate to the agent through a secure TCP connection Same Domain Authentication If the console and agent are installed on the same computer or on computers in the same Windows domain the authentication happens automatically in the background Different Domain or Workgroup Authentication However if the console and agent are installed on computers in different domains or in a Windows workgroup you must create a user account on the agent computer for the console to use This account must use the same credentials username and password as the user logged in that started the console An example for the MSHOME workgroup On the Co
76. t in time that you want to finalize to it to Once finalized the restored volume reflects its state at this selected point in time 4 Click Finalize amp Note The StorageCraft Recovery Environment RE can be used to finalize an incomplete HSR job For example If you configure an HSR job using ImageManager then the ImageManager system fails it can leave an orphaned HSR The orphaned HSR job can t apply any unapplied currently existing or future incrementals and can t be finalized StorageCraft RE can help you recover from this scenario To prepare the HSR volume for use in a VM Once finalized do the following to prepare the HSR volume for use in a VM e Add the virtual disk file to a virtual machine The specifics of this process vary depending on your virtual machine software Consult your virtual machine documentation for more information Note This step is already done for you if you are finalizing an HSR job of type ESX ESXi Server e If this is a bootable volume do the following Category Permissions 1 Edit the Virtual Machine settings and set the appropriate guest operating system 2 Load the StorageCraft Recovery Environment 3 Run Hardware Independent Restore HIR to setup the hardware configuration in the virtual disk file to match the settings in the virtual machine For more information about the Recovery Environment and HIR see the StorageCraft Recovery Environment User Guide HSR of a Physical Not
77. te a new managed folder 1 In the ImageManager console select which ImageManager agent you want to configure 2 In the Configuration pane click Start Managing Folder This displays the Managed Folder Settings dialog box Managed Folder Settings Folder Path E Backups ai Description External Drive optional This folder requires authentication o Assigning a sort priority will override column sort orders and cause this folder to moveto thetop of the managed folders list Save Cancel 3 In the Managed Folder Settings dialog box provide the required information then click Save 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 28 of 47 lt 5 STORAGECRAFT StorageCraft ImageManager User Guide The path to the new managed folder You can type in the name and path or browse to the desired folder Folder Path by clicking on the Browse button Description Optional A description of the managed folder Conditional The authentication credentials needed to access the managed folder You can either use the Authentication default credentials specified in the ImageManager agent settings see Configuring an ImageManager Agent or specify authentication credentials specific to this managed folder Default Disabled When enabled ImageManager sorts the managed folders in the Managed Folder pane in ascending order based on the specified sort value 0 255 ImageManager runs these jobs in t
78. tes the highlighted files folders Click Download Opens a local directory dialog so you can select where you want to download the selected files to Click Refresh Refreshes the listing to show the changes you ve made Password Management To change the ShadowStream console password 1 Click Change User Password 2 Enter these details then click OK Field Comment Server Enter the name of the local ShadowStream server Control Port Default 4363 Leave this default unless your administrator specifically changed it Username Enter your ShadowStream username Password Enter your current password New Password Enter the new password Confirm New Password Repeat the new password ShadowStream asks for the new password the next time you log into the administrator console 12 HeadStart Restore ImageManager HeadStart Restore HSR lets you start a restore operation on a new system while the original production server continues to run ShadowProtect continues adding incremental backup images to the image chain on the original server This greatly reduces downtime associated with various failover operations particularly for systems with very large storage systems ie multi Terabyte See HeadStart Restore Scenarios to learn about HSR use cases Run HSR from the ImageManager HeadStart Restore Jobs pane 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 41 of 47 StorageCraft ImageManager Use
79. ttings ImageManager Retention Settings ImageManager lets you to override global agent retention settings for selected managed folders The files are retained at least as long as specified in the settings In some cases the files are kept longer if they are needed for other operations gt Retention Settings xe Automatically Lup backup image files in this managed folder Keep intra daily image files for at least Days 1 365 Keep consolidated dailyimage files cd for at least ty Days 7 365 Keep consolidated weekly image files cw for at least H Days 30 365 Cleanup consolidated monthly image files cm Keep consolidated monthly image files for atleast tS Months 1 120 Move consolidated daily and weekly image files to a subdirectory instead of deleting them Note ImageManager always eletes intra daily image files other operations ose files are not Save Cancel Retention of Dependent Image Files It s important to understand how ImageManager file retention works before configuring your retention policy Important In some cases ImageManager may keep backup image files longer than the amount of time specified in the retention settings if those files are needed for other operations Dependent image file retention schedule C_VOL b001 i026 cw spi 6th June 2014 First cw file created C_VOL b001 i052 cw spi 13th June 2014 Second cw file created C_VOL b001 i078 cw spi
80. us incremental jobs ImageManager handles the policies for the continuous incremental job types Policies for StorageCraft Cloud services are also different than those in ImageManager or ShadowProtect See the StorageCraft Cloud Services user guide for more information To configure the consolidation service In the ImageManager console select the ImageManager agent and managed folder In the Configuration pane select Consolidation Settings 3 Select Enable image file consolidation for this managed folder This option is selected by default This means that once you add a managed folder to ImageManager the Consolidation service automatically begins to monitor the folder 4 Configure the consolidation schedule then click Save Ne 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 30 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Weekly Default Saturday Specifies the effective end of the week for the purpose of creating a Consolidated Consolidation Weekly backup image file Monthly Default the 31st day of the month Specifies the effective end of the month for the purpose of creating Consolidation a Consolidated Monthly backup image file You can select a specific date or a relative day of the week in the month for example the last Friday or the fourth Monday ImageManager saves your consolidation settings You can now configure your retention policy settings 7 Retention Se
81. w uses the following terms in the logs to differentiate between legacy ShadowStream and new ShadowStream log entries o SST Original ShadowStream o SST2 New ShadowStream 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Fixed Issues ShadowStream replication job logs now specify throttling numbers in bits per second bps Fixed an issue where global throttling couldn t be disabled for FTP and ShadowStream jobs Fixed a licensing issue for the Brazilian Portuguese ImageManager The Brazilian Portuguese key now works correctly Fixed an issue where ImageManager wouldn t delete ShadowStream jobs if the destination server was not available Fixed ImageManager so that it can now replicate using ShadowStream from a network share Fixed the issue where in some rare cases a replication job failed to replicate files immediately when using the new ShadowStream option This occured if multiple ShadowStream replication jobs were created one after the other and the user selected one of the two replication options o 1 Replicate only consolidated daily image files o 2 Replicate only original unconsolidated intra daily image files The error message seen by the user is o Error sending Sync error RemoteInfoFile not present after successful send Fixed the issue where in some situations if an FTP connection was temporarily dropped the newly replicated f
82. y the server running ShadowStream Port Default 4365 Identify the port number this job will use to transfer data to ShadowStream Use the Port Number defined in the ShadowStream server s administrator console Share Specify which ShadowStream Share on the destination server you wish to use for this Location Authentication Default Enabled Provide ImageManager with the required authentication credentials needed to log into the ShadowStream service ShadowStream username and password Note ShadowStream maintains its own list of users passwords and shares as defined using the Administrator Console These are independent of Windows users and shares and should not be confused with them StorageCraft Cloud Services Settings For StorageCraft Cloud Services ImageManager requires Name You can give the cloud location any name you choose 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 24 of 47 lt 3 STORAGECRAFT StorageCraft ImageManager User Guide Security This option can t be changed SSH is displayed to indicate that it is a secure location Block size You can select a block size between 1 and 131072 bytes The default size is 65536 Create Manage StorageCraft If you have an MSP account you can click on this link and create a cloud services account Cloud Services account Location requires authentication Location requires authentication is selected by default and can t be changed Enter a user

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