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Backup - Documentum iDataAgent (SQL)

Table of Contents

Overview

What Gets Backed Up

Running a Full Backup from the CommCell Console

Running a Backup Using the Workflow

Overview

Once you have created an instance, you can run your first backup operation on the default subclient. The first backup on the default subclient will be a full backup and will include the entire Documentum Repository.

Backups can be run on demand or can be scheduled to be run at a later point of time. The following sections explain in detail the procedure to run your first backup operation.

What Gets Backed Up

The Documentum iDataAgent backs up the following types of data:

  • Storage Areas
  • Full-text Indexes (optional)

Notes:

  • Back up the SQL Server database along with the Documentum repository using the workflow.
  • Back up the SQL application files associated with the SQL installation by using the appropriate File System Agent.

Running a Full Backup from the CommCell Console

Backups for any client start with a full backup. The full backup becomes a baseline to which subsequent backup types are applied.

A full backup contains all the data that comprises a subclient's contents. If a client computer has multiple agents installed, then the subclients of each agent require a full backup in order to secure all of the data on that client.

Note: Before running the first backup, ensure to configure the Storage Policy and the streams that are required for backing up the Storage Areas and Database.

The following sections provide step-by-step instructions for running your first backup, either immediately or at a scheduled time.

Running a Full Backup Immediately

  1. From the CommCell Browser:
    •  Navigate to Client Computers | <Client> | Documentum | <Instance>.
    • Right-click the default subclient and click Backup.
  2. Click Full as backup type and then click Immediate.

    Click OK.

Notes:

  • If a backup is run with the default subclient, all data types (storage areas, full-text indexes) are automatically selected and will be backed up.
  • The pre and post backup script selected while configuring the subclient is used to run the backup. For step-by-step instructions, see Configure a Subclient.
  1. You can track the progress of the job from the Job Controller window of the CommCell console.
  2. Once the job is complete, view the job details from the Backup History. Right-click the Subclient and select Backup History.
  3. Click OK.
  4. Right-click the job to:
    • Browse the data that was backed up.
    • Items that failed during the job
    • Items that succeeded during the job
    • Resubmit the job.
    • View job details.
    • View media associated with the job.
    • View events associated with the job.
    • View or send the log file that is associated with the job.

Scheduling a Full Backup

If the database and storage areas are backed up with separate subclients, ensure to schedule the backups so that the database backup is performed first followed by the storage area and full-text index backups.

  1. From the CommCell Browser:
    •  Navigate to Client Computers | <Client> | Documentum | <Instance>.
    • Right-click the default subclient and click Backup.
  2. Click Full as backup type.
  3. Click Schedule to schedule the backup for a specific time.
  4. Select the appropriate scheduling options.
  5. Click Options to view the Advanced Schedule Options dialog box.

    Specify the following options:

    • Range of recurrence: Specify the date on which you want this schedule to take effect.
    • Time Zone: Select a specific time zone from which the job schedule time will be based.

    You can also confirm and/or edit (where applicable) your choices from the Job Summary tab. For a monthly or yearly schedule, you can select either a standard calendar or a custom calendar.

    Click OK once all the desired options have been configured.

  6. Click OK.

    Your backup operation will execute according to the specified schedule. Once initiated, you can track the progress of the backup job from the Job Controller window.

  7. Once the job is complete, view the job details from the Backup History. Right-click the Subclient and select Backup History.
  8. Click OK.
  9. Right-click the job to:
    • Browse the data that was backed up.
    • Items that failed during the job
    • Items that succeeded during the job
    • Resubmit the job.
    • View job details.
    • View media associated with the job.
    • View events associated with the job.
    • View or send the log file that is associated with the job.

Running a Backup Using the Workflow

Note: Workflows must be deployed before they can be executed. For instructions on deploying a workflow, see Deploying a Workflow.

  1. From the CommCell Browser, go to Workflows.

    The Workflows window appears in the pane on the right.

  2. Right-click the SQL Backup Workflow and click All Tasks > Execute.

    The SQL Backup Workflow Options dialog box is displayed.

  3. From the Run workflow on list, select the engine to use to execute the workflow.
  4. Provide values for the workflow inputs. The following table provides examples of data you can enter in each box:

    Workflow input

    Description

    Example

    SQL Client

    Name of the SQL Agent client.

    DBSERVE52

    SQL Instance Name

    Name of the SQL instance configured on the SQL Agent client.

    dbserve52

    SQL Subclient

    Name of the SQL subclient.

    default

    SQL Backup Level {FULL|DIFFERENTIAL|INCREMENTAL}

    Type of SQL backup to run.

    FULL

    Documentum Client

    Name of the Documentum Agent client.

    DBSERVE52

    Documentum Instance

    Name of the instance configured on the Documentum Agent client.

    dctmsql

    Documentum Subclient

    Name of the Document subclient.

    default

    Documentum Backup Level {FULL|INCREMENTAL}

    Type of Documentum backup to run.

    FULL

  5. Click OK. You can track the progress of the job from the Job Controller window of the CommCell console.

    At first, the SQL Server database backup is run followed by the Documentum backup job.

    Once the job is complete, view the job details from the Backup History. Right-click the Subclient and select Backup History.

    You can either select to run the backup job immediately or you can schedule the job to run later.

Last modified: 3/1/2018 7:49:12 PM