Overview

UPSTREAM offers a wide variety of management facilities that can help administrators manage the UPSTREAM system. This chapter discusses some of the management features including:

Profile Management

This facility allows a manager to view and delete single backups or all backups for a backup profile. (Section “Profile Management”.)

Profile Configuration

Allows the display, creation, modification and deletion of backup profile definitions on the Storage Server. (Section “Profile Configuration”“Profile Configuration”.)

Status of the UPSTREAM Storage Server

Allows the viewing of active processes within the Storage Server and several features including the termination of an active process. (Section “Status”.)

Host Reporting

UPSTREAM has a powerful reporting system. This facility is also available on the workstation/server. (Section “Reporting”“Reporting”.)

Personalization

This is a configuration feature of UPSTREAM where an administrator can determine (“personalize”) a copy of UPSTREAM on a workstation for specific functions. (Section “Personalizing UPSTREAM”.)

Registration Management

Allows an administrator to view, create, modify and delete Storage Server registration entries. (Section “Registration”.)

Profile Management

Profile Management is a facility of the UPSTREAM program (that resides in the UPSTREAM install directory) that allows authorized users to view and delete complete backups (versions), and delete all backups within a profile using the Director.

Care must be taken in using this facility, as the deletion of active data without the knowledge of the owner of that data is often a problem.

To assure that this facility is only used by those who are authorized two checks are performed. Standard UPSTREAM security is validated (see Chapter 16 “Security” and the UPSTREAM Storage Server User Guide), and there is also a Personalization option for Profile Management.

To access Profile Management, press the Profiles tab to see all backups for a given profile:

Profile Management

To delete a given backup, highlight the backup’s date in the Backup Versions frame Calendar and press the Delete button.

Profile Configuration

Each backup profile must be configured to the Storage Server either explicitly (where the configuration specifies the exact name) or implicitly (where the configuration specifies a global or prefix name). This configuration specifies such options as limitations, file prefixes and the like.

This section describes defining profiles when using z⁄OS Storage Server.

Backup Profile configurations can be modified on the host by modifying the configuration member and either using the Storage Server Configurator or through console commands. You can also modify them from your PC.

Care must be taken in using this facility, as improper modifications may cause working backup profiles to no longer operate correctly.

To assure that this facility is only used by those who are authorized two checks are performed. Standard UPSTREAM security is validated (see Chapter 16 “Security” and the UPSTREAM Storage Server User Guide), and there is also a Personalization option for Profile Management.

To access Profile Configuration, press the Definitions button in the Profiles tab, Profiles list:

Profile Configuration

Name

Enter the source host member here. The default value is filled in automatically. If you wish to use another member, enter it here and press the Load/Refresh button. If you add, delete, or modify profiles, you must press the Load/Refresh button to have these profiles written to disk. If you enter a different member name here, then Load/Refresh writes them to a different member and save the values in that member.

In this window you can press one of the buttons to the right:

View

This will display the values of the highlighted profile, but will not allow you to change them. Double-clicking a profile in the list performs the same function.

Add

Displays the window of profile options and allows you to add a new profile.

Delete

Deletes the profile highlighted in the profile list.

Update

Updates the list from the storage server.

This is primarily a selection dialog where you select profiles or configuration members to modify, add, or delete.

Add New Profile Definition

Name

If you are adding a profile, you must enter a unique name for the profile here.

Tape Backup Frame Fields

The fields in the Tape Backups frame are:

Tape Backups Allowed#

Check this box if you wish to allow this profile to perform backups directly to tape. You must enter a tape DSN Prefix and a Tape Unit Name. Checking this box activates the other parameters in the Tape Backups frame.

DSN Prefix#

This is a required field if you check the Tape Backups Allowed check-box above. Specify a 1 to 35 character data set name prefix that is used to dynamically allocate the tape data set for the backup. The prefix may include periods “.” to separate index levels and must meet z⁄OS standards for data set names.
If you do not enable the tape GDG option in this profile, UPSTREAM allocates the backup file as a non-GDG. The length of this value must not exceed 19 characters and UPSTREAM adds 3 additional index levels at the end of the name to create a unique data set name: profile name, the date as “Dyymmdd”, and the time as “Thhmmss”.
If the tape GDG option is enabled in the profile, the backup data sets are allocated as new generations of a GDG; this field must specify the GDG base name and may be up to 35 characters long. The GDG base must be predefined in the appropriate z⁄OS catalog along with the number of generations to keep. If the tape GDG option is enabled in a profile that is a prefix or has a profile name as GLOBAL and the LAST index level of this field matches the profile prefix name (or GLOBAL), then UPSTREAM substitutes the profile name used by the workstation. For example, if the profile has a prefix of ABC, is a GDG Name, and this field is BACKUP.ABC but the workstation uses profile name ABC123, the GDG name is BACKUP.ABC123. This allows unique data set names to be generated based on the profile name. The GDG bases for these modified names must be predefined, and the total length of the name with a maximum 8 character profile name cannot exceed 35 characters. If the last index does not match, the unmodified GDG name is used for all profile names (in this case, GDG is not recommended).

GDG#

Check this box if you wish tape backup data sets to be allocated as new generations of a GDG. This is not recommended, since the Storage Server automatically uncatalogs unneeded tapes and tape management systems scratch expired backups. If used, the GDG base name specified in Tape DSN Prefix must be predefined in your z⁄OS system catalogs before it can be used by the Storage Server; be sure you define sufficient generations in the GDG base to retain all required backups.

Use Tape IDRC Compression

Check this box if you are using 3480/3490 cartridge drives and wish to have the Storage Server specify the TRTCH=COMP parameter when dynamically allocating the tape backup to request hardware (IDRC) compaction of the tape data set. IDRC compaction may be used even you do not check this box if compaction is your system default.

New Tapes for Full Merge

Check this box if you are using MERGE BACKUP, both full and incremental backups are stored on tape and you do NOT wish the full backups appended to the tape used for incremental backups. Otherwise, the full backup is appended to the tape used for incremental backups. It is more efficient to NOT check this box.

New Tapes for Incr. Merge

Check this box if you are using MERGE BACKUP, both full and incremental backups are stored on tape and you do NOT wish incremental backups after the first backup stored on the same tape. Otherwise the first incremental backup uses a new tape and subsequent incremental backups are appended to that tape. It is more efficient to NOT check this box.

Tape Unit Name#

Applies only to profiles where Tape Backups Allowed has been checked and specifies a z⁄OS tape unit name (any value that allocates a tape device when specified in a UNIT= parameter in JCL). This unit name is used when dynamically allocating the backup data set. This field or Storage Class Name is required when Tape Backups Allowed are enabled.

Storage Class Name#

Applies only to profiles where Tape Backups Allowed has been checked, if your system has System Managed Storage (SMS) enabled and you also have SMS managed tapes in your installation. This field specifies a SMS storage class name that allocates an appropriate SMS-managed scratch tape for tape backups. This storage class is used when dynamically allocating the backup data set. This field or Tape Unit Name is required when Tape Backups Allowed is enabled.

Tape Ret. Period#

Applies only to profiles where the Tape Backups Allowed check-box has been checked. The meaning is identical to the JCL parameter RETPD=; the number of days that a tape is maintained before it is expired. This is optional; by default no expiration date or retention period is specified when the data set is allocated. Either this field or Tape Exp. (MM-DD-YY) can be specified, not both. the Storage Server does not explicitly enforce these dates, but if you have a tape management system that does, the Storage Server recognizes that the data set has been scratched or uncataloged during USTMAINT execution.

Tape Exp. (MM-DD-YY)#

Applies only to profiles where the Tape Backups Allowed check-box has been checked. The meaning is identical to the JCL parameter EXPDT=. This value must be specified in MM-DD-YY format; special expirations such as 99000 would be entered as 00-00-99. Either this field or Tape Ret. Period can be specified, not both. This field is optional; by default no expiration date or retention period is specified when the data set is allocated. The Storage Server does not explicitly enforce these dates, but if you have a tape management system that does, the Storage Server recognizes that the data set has been scratched or uncataloged during USTMAINT execution. Most users use Tape Ret. Period rather than this field.

DASD Backups Frame Fields

The fields in the DASD Backups frame are:

Disk Backups Allowed#

Check this box if you wish to allow this profile to perform backups to sequential host disk files (DASD). You must type a DASD DSN Prefix, a DASD Unit Name, or SMS Storage Class.

DASD DSN Prefix#

This is a required field if you check the Seq. Disk Backups Allowed check-box above. Specify a 1 to 35 character data set name prefix that is used to dynamically allocate the tape data set for the backup. The prefix may include periods “.” to separate index levels and must meet z⁄OS standards for data set names.
If you do not enable the DASD GDG option in this profile, UPSTREAM allocates the backup file as a non-GDG. The length of this value must not exceed 19 characters and UPSTREAM adds 3 additional index levels at the end of the name to create a unique data set name: profile name, the date as “Dyymmdd”, and the time as “Thhmmss”.
If the DASD GDG option is enabled in the profile, the backup data sets are allocated as new generations of a GDG; this field must specify the GDG base name and may be up to 35 characters long. The GDG base must be predefined in the appropriate z⁄OS catalog along with the number of generations to keep. If the DASD GDG option is enabled in a profile that is a prefix or has a profile name as GLOBAL and the LAST level of this field matches the profile prefix name (or GLOBAL), then UPSTREAM substitutes the profile name used by the workstation. For example, if the profile has a prefix of ABC, a GDG Name, and this field is BACKUP.ABC but the workstation uses profile name ABC123, the GDG name is BACKUP.ABC123. This allows unique data set names to be generated based on the profile name. The GDG bases for these modified names must be predefined, and the total length of the name with a maximum 8 character profile name cannot exceed 35 characters. If the last index does not match, the unmodified GDG name is used for all profile names (in this case, GDG is not recommended).

GDG#

Check this box if you wish the DASD backup data sets to be allocated as new generations of a GDG. This is recommended for backups on sequential disk since GDG processing automatically deletes old generations. The GDG base name specified in DASD DSN Prefix must be predefined in your z⁄OS system catalogs before it can be used by the Storage Server; be sure you define sufficient generations in the GDG base to retain all required backups.

SMS Storage Class#

Applies only to profiles where the Seq. Disk Backups Allowed check-box has been checked if your z⁄OS system has System Managed Storage (SMS) enabled. It specifies a 1-8 character storage class name that is passed to SMS during the dynamic allocation of the backup data set; it is used by SMS if the data set becomes SMS managed (see SMS Mgmt. Class). Consult your storage administrator or z⁄OS system programmer for valid storage class names. Note that SMS may override or ignore your storage class even if you do not specify one in the profile. The operand is optional and defaults to no storage class name.

SMS Mgmt. Class#

Applies only to profiles where the Seq. Disk Backups Allowed check-box has been checked if your z⁄OS system has System Managed Storage (SMS) enabled. It specifies a 1-8 character management class name that is passed to SMS during the dynamic allocation of the backup data set to be used by SMS if the data set becomes SMS managed (see SMS Storage Class). Consult your storage administrator or z⁄OS system programmer for valid management class names. Note that SMS may override or ignore your management class even if you do not specify one in the profile. The operand is optional and defaults to no management class name.

DASD Unit Name#

Applies only to profiles where Seq. Disk Backups Allowed has been checked and specifies a z⁄OS disk unit name (any value that allocates a disk device when specified in a UNIT= parameter in JCL). This unit name is used then dynamically allocating the backup data set; there must be one or more volumes with a mount attribute of STORAGE included in that unit. Either this field, or SMS Storage Class is required when the Seq. Disk Backups Allowed is enabled.

DASD Block Size

Applies only to profiles where the Seq. Disk Backups Allowed check-box has been checked and specifies the blocksize to be used when allocating those backups; it is no longer used as the blocksize so you generally do not need to specify it. Values from 1024 to 32760 are accepted. The parameter is optional and has a default of the value of DASDBLK= on the MAIN statement in this configuration (10752 if not specified there).

DASD Ret. Period

Applies only to profiles where the Seq. Disk Backups Allowed check-box has been checked. The meaning is identical to the JCL parameter RETPD=; the number of days that a file is maintained before it is expired. This is optional; by default no retention period is specified when the data set is allocated. The Storage Server does not explicitly enforce these dates, but if you have a DASD management system that does, the Storage Server recognizes that the data set has been scratched or uncataloged during USTMAINT execution.

Options Frame Fields

The fields in the File Data Backups frame are:

Keyed Allowed (for duplicates)

Check this box if you wish to allow this profile to perform keyed (online) backups. These are backups in which the data is stored in the FILE_DATA cluster and rolled-off by the Storage Server when the maximum number entered is exceeded. You must enter a maximum number of backups to be stored.

Number

Specify the number of Online (keyed) backups that are retained for this workstation by the Storage Server. Num Keyed can have a value from 0 to 4096. 0 prohibits the workstation from performing keyed backups. During the backup, if this count is exceeded, the oldest backup version associated with this profile is deleted. The operand is optional, with a default of 0. The host title is ONLINE=. This field is grayed unless you check the Keyed Backups Allowed check-box above.

File Migration Allowed

Check this box if you wish to use this backup profile for file migration. The default is not checked.

Merge Backups Allowed

Check this box if you wish this profile to be used for MERGE BACKUP processing; the profile must also be enabled for DASD (sequential disk) or Tape backups. Profiles enabled for Merge can also be used to do non-merge backups. When you check this box, the Deferred and File Transfer boxes become ungreyed and available

Recommendation: MERGE BACKUP is the recommended backup technique. It is more efficient than non-merge full and incremental backups and allows for simpler restores.

Deferred

Check this box if you wish the merge backups to be deferred. This process causes UPSTREAM to defer the merging of prior tape information until the merge defer utility is run at a later time, thus reducing the number of tape mounts at the time the merge backup is performed. Unless you must reduce tape mounts during the merge backup process, it is recommended that you NOT check this option. Note that the merge defer utility must be run to assure that the tape is complete. The default is not checked.

Group ID

You can specify a two character field to cause this profile to be eligible for vaulting when a USTVLTxx (where “xx” matches this suffix) is processed. If the suffix is not specified, then if vaulting is enabled, these backups can be included in any vault run.

File Transfer (only)

Check this box if you wish to use this backup profile ONLY for file transfers. If you check this box, you cannot use this profile for backups. If checked the tape/DASD information specified above is used as the default values, thus you may choose to have multiple file transfer profiles, each with different attributes. This box is grayed unless you have checked either DASD or tape (above) and have not checked the Merge Backups Allowed check-box.

Profile Name is a Generic Prefix

Check this box if you wish the profile you are adding or updating to be used as a prefix profile name. Your profile name can be from 1 to 7 characters. Similar to the GLOBAL profile, the parameters in this profile is used when the profile name entered at the workstation does not exist in the configuration, as long as the profile name starts with the characters specified. Checking this box allows you to define a number of profiles with a single entry. This may be used to define a set of profiles for the use of a single workstation, for various purposes, or may be used to define profiles for a set of workstations. In any case, be sure that a given profile name is used only for a single purpose.

Copy Incrementals to Full Merge

Check this box if you are using MERGE BACKUP with incremental backups stored on disk and full backups stored on tape and you wish the incremental backups to be copied to the full backup tape.

Vaulting allowed

Check this box if you wish the backups stored in this profile to be eligible for vaulting. Vaulting is the process where copies of the backups are created to be sent to a disaster site for disaster recovery. Vaulting is described in full in the UPSTREAM Storage Server guide. The default is not checked.

Backup Migration Threshold

Specify the number of sequential DASD backups that you wish to keep on disk before they are migrated to tape using the USTMIGRT utility. Specify 0 if you wish to either not use the USTMIGRT utility or you wish these backups to not be migrated. The default is 0. The migration process is for the backups once they are on the mainframe. This process is particularly useful if you are backing up a number of workstations and wish to efficiently use your tape drives while minimizing the amount of host DASD space you are using. You can use this process by specifying a non-zero number in this field and specifying a Sequential Disk backup in the backup screens. This process can result in slightly slower merges if you are using it for incremental backups and can result in long delays if you run a number of fulls that require the same tapes.

Status#

The UPSTREAM Storage Server process status information (activity) can be obtained from a workstation/server. The description below is for z⁄OS Storage Server. There are two places to get a sense of what UPSTREAM and its clients are doing.

1. In the Director, choose the Registration/Target System List Icon at the top left corner.
   
   The Target System List provides a list of all Registered Systems (UPSTREAM Clients) and their current state, their IP Address, Client Version, Last Access date, etc.
2. In the Director, choose the System Status Icon at the top left corner.
   Through this facility you can:

• 
  
  • View running backup / restore / administrative jobs
  • Check detailed information
  • Cancel running jobs
  • See general information concerning the Storage Server

This example shows a running backup 49% completed on a z⁄OS Storage Server.

There are four display frames:

General Information

Displays the configuration member used by the host in the Storage Server configuration, the VTAM APPL ID (that is the SNA partner LU name), the security level specified and the version of the Storage Server.

Cluster Free Space

The percentages of available free space in the 3 primary clusters. Note the free space has a special meaning in both IAM and VSAM and that many users do not define a File Data cluster.

TCP/IP

The name of the TCP/IP facility that the Storage Server uses and the address the workstations use to connect to it. This frame can be ignored if you do not use TCP/IP in your environment.

Tasks

Above the list box, is a count of the number of UPSTREAM tasks currently active. (or the text Communications Error if there was a problem accessing the host). In the list box is a single line description of the task (ID, Profile, LU Name, etc.). If you selected Automatic Update, this text above the list box and the contents of the list box are automatically, periodically refreshed. If you double-click on a task in the list box, you see the detail display for that task (see below). Note that there is always at least one task active: a status task that is this display.

Status Buttons

The buttons below the list box are:

Refresh

Press this button to cause a manual refresh of the task information. If you have Automatic Update selected, the next automatic update is the Update Interval number of seconds after you press this button.

Detail

Pressing this button displays detail information for the highlighted task in the task list (see below).

Kill

Pressing this button causes the task to be canceled by the Storage Server. You are prompted for acknowledgment before the kill is performed. The remote PC receives a message indicating that the process was canceled by request.

Pause/Resume

Allows you to pause a task or resume it once paused. This is recommended only if waiting for a resource to become available.

Trace On and Trace Off

Press these buttons only on request of BMC Support.

Close

Press this button to terminate the active status conversation with the host and return to the preceding dialog.

If you press the Detail button or double-click the mouse on a task you see the task detail dialog.

There are three frames and a text field:

General Info

Contains information such as the LU name, user name, version date (or time the task started if this is not backup/restore related), operation name and type, task start time, current return code, and CPU time in seconds.

Counts

Reports the status through a backup or restore. Of particular interest is fact that these counts constantly increment (if you have automatic update on) during a backup or restore. The percent complete is somewhat inaccurate as it does not take into account compression.

Flags

Displays activated/not activated information such as whether the request is in termination, trace is active, sequential backup, WTOCOMP (console notify), TCP/IP type connection (vs. SNA), UNIX system (vs. PC), remotely initiated (vs. PC initiated), Stored on Tape (vs. disk), Interrupted, Merge (and whether this is a full or incremental merge), and the compression level.

Data set name

The host data set name related to this task.

The buttons are:

Refresh

Operates as for the previous dialog, causes the fields to be refreshed.

Exit

Return to the previous dialog.

Reporting#

UPSTREAM offers comprehensive reporting facilities through the Director. Comprehensive filtering options for each allow you to tailor reports to your specific needs and these tailored reports can be saved and recalled for later use. You can even host request specific reports.

Also, note that even with all its power, these reporting facilities are a subset of the even more extensive reporting available through the batch report function of the z⁄OS Storage Server. If you are using the Reservoir, see UPSTREAM  Reservoir User Guide.

Running Simple Reports

To request a report from the UPSTREAM Director press the Host Reports tab. If you are connected to the z⁄OS Storage Server you see the following:

The tabs under the report define the report type. Report types for UPSTREAM are:

Backup

Generates a report of requested backups. This report also is from history records, but includes information on backup data set names and values in place of other fields in the History report. It reports on backups recorded by UPSTREAM that have no matching history records. If you select the File Name Mask option, the list of files from each backup is also reported.

Backup

Generates a report from the history file, a single line per backup, sorted by profile of storage that is used for each backup.

History

Generates a report from history records stored in the z⁄OS Storage Server Catalog file. History is virtually all activity that is noted by UPSTREAM. The report notes (by Backup Profile when known), the date/time of the request, the resulting condition code, elapsed and CPU times, the IP address, the operation, and various statistics.

Host Log

The Storage Server maintains in memory a large number of its latest log entries (the exact amount is configurable in the Storage Server). This report can be helpful in problem determination. Unlike viewing the running started task log, the log does not have to be flushed to see the latest entries.

Tape History

Generates a report identical to the Backup report, but it only selects backup records that are flagged as having a vault (secondary) copy created by USTVAULT, and the backup data sets shown is the vault (copy 2) backups.

If you are connected to a UPSTREAM Reservoir, then the report screen and the report options are significantly different. See the UPSTREAM  Reservoir User Guide for more details.

When you have entered the required fields, press:

Get Report

Pressing this button causes UPSTREAM Director to request and receive the report specified. When the report has been received, the file view facility is used to display the resulting report and you can save it to a text file as well.

Export Report To Excel

Pressing this button causes UPSTREAM Director to request the report in CSV (comma, separated, values) form, bring up Excel and display the report there. This only operates in cases where UPSTREAM z⁄OS supports the requested report type in CSV form and you have Excel installed on this system.

UPSTREAM Complex Director Reporting

When you select a report type tab, the list of possible filters changes.

When you highlight a filter, the Description frame (to the right of the filter) changes to describe the use of the given filter and a frame is created beneath the filter list to allow you to enter the filter. Since the format of each filter is different (text for profile, a date for date, etc.), the way that you enter each filter’s value changes as well. When you wish to add the filter, press the Add button in the same frame as you enter the filter’s value.

For example, if you wished to see all the failed operations in the last two days:

• Press the History tab.
  
• Highlight the filter Condition Code.
  
• In the Condition Code frame, type the number 0, check the Exclude radio button and press the Add button.
  
• In the Condition Code frame, type the number 4, check the Exclude radio button and press the Add button.
  
• Highlight the filter Days old.
  
• In the Days old frame, type the number 2, check the Less than radio button and press the Add button.
  
• Press the Get Report button.
  

Selection Groups allow you to use the inclusion operator (OR) between modifiers; modifiers within a selection group are ANDed together, but the modifier immediately preceding the group is ORed with the modifiers in the group. To add a selection group press the Add Selection Group button, to remove a group, highlight the group label and press the Delete Selection Group button.

For example, if you wished to see all operations with a CPU time of greater than 600 seconds (10 minutes) or an elapsed time of greater than 6 hours.

• Press the History tab.
  
• Highlight the filter CPU time.
  
• 101In the CPU time frame type the number 600000 (that is 600 seconds * 1000 as it is represented in milliseconds), check the Greater than radio button and press the Add button.
  
• Press the Add Selection Group button.
  
• Highlight the filter Elapsed time.
  
• In the Elapsed Time frame, pull down the hours list and select 6, check the Greater than radio button and press the Add button.
  
• Press the Get Report button.
  

The Format Options frame allow you to adjust how the report is displayed. In the Header frame you select:

Single

Fixed in viewer. The header is displayed at the top of the viewer screen and does not scroll when the report is scrolled - it remains at the top. This is most useful when you are generating a report for display only. Single is the default.

Multiple

On each page - lines per page. The header is re-displayed every “xx” number of lines - and you need to specify the number of lines between headers. Multiple is most useful when generating reports that are printed.

Hi-light selected profile names

When you check this box, the Director highlights backup profile names if you used that as a filter. The default is unchecked.

New window

If you check this box, each report you generate is displayed in a separate window. If you do not check it, each report is displayed in the single window.

When a Director report is displayed you can press the First button to go to the top of the display, the Last button to go to the bottom or the Save button to display a save dialog that allows you to save the report to a file. Saved reports are plain ASCII text files with no special formatting.

The Director can save your report definitions that include the report type, filter settings, and all the other settings that comprise a report. Press the Save button in the Host Reporting window, and you are asked to enter a New Criteria Name that is merely a short description of the report and optionally a more lengthy description. It then is saved to an internal location within the Director so it is available in later Director sessions.

Load the saved jobs in the Saved Report Criteria window, also in the Host Reports tab.

Saved Report Criteria

Reports with a leading asterisk “*” are pre-canned reports that are shipped with UPSTREAM.

Press the Load button to load the highlighted saved report to the main report display (double-click the line has the same affect. Press the Delete button to delete the saved report and Update Description to change the descriptive text.

How Modifiers Work

All modifiers in the Storage Server Reporting are used as exclusion statements; it is as if the modifiers are AND’d together. In the example above, you are requesting a backup report of all backups where the backup profile is equal to SERVER* and the days old is less than 1.

The exception to this rule is if you use the same modifier twice with the equal operator. For example, a backup report for backup profiles of SERVER* including (or) backup profiles of USER*.

If you wish to use the inclusion operator (OR) between modifiers, you can check the Begin Selection Group check-box. Modifiers within a selection group are AND’d together, but the modifier immediately preceding the group is OR’d with the modifiers in the group.

For example, if there are backups for SERVER* done within the last two days, but none previous to that, a backup report using the modifiers Backup Profile.EQ.SERVER*, Days old.GT.2 results in no entries. But if you check Begin Selection Group on Days old.GT.2, then you would see a report of all backups for SERVER*.

Personalizing UPSTREAM

UPSTREAM PC can be personalized to allow an administrator to be able to suppress access to a wide variety of UPSTREAM functions. Some of these include: access to a specified directory, a hard-coded backup profile name, and more…

Personalization information is written to a file (us.ser) that must either be in the work path (as specified in the Configurator Advanced Configuration) or in the same directory as the UPSTREAM program. This process is performed using the Configurator.

To use this facility, the user must have both the Configurator and a specially coded file SERIAL.DAT. If this user does not, then the specified customization is permanent. When upgrading to new versions of UPSTREAM, the personalization information remains in effect.

To access Personalization on all other systems, enter the Configurator (uscfg), press the Cancel button to exit the specification dialog, pull down the Action menu and select Personalize UPSTREAM.

You see a file open dialog. In most cases you select the personalization file (us.ser) in the default directory that allows you to edit personalization information.

If you have the serial.dat file in the directory, you then see the Personalization dialog.

In the Windows configurator, press the Feature Config button:

Feature Configurator

The Company Name and User are displayed in the About box in the File menu.

Most of the check boxes represent features and are self-explanatory. For example, if the Backups check box is unchecked then the Backups menu item in UPSTREAM is grayed, and an error is displayed if the user attempts to perform a backup.

Specific use of the Security specific features are described in see Chapter 16 “Security”.

The three columns of check boxes are:

Backups

Check this box to allow users to perform backups. If this box is not checked then the backup option in UPSTREAM is grayed and unattended backups is denied.

Restores

Check this box to allow users to perform restores. If this box is not checked then the restore option in UPSTREAM is grayed and unattended restores is denied.

As of...Restores

Check this box to allow users to perform as of...restores. If this box is not checked then the as of...restore option in UPSTREAM is grayed and unattended as of...restores is denied.

Trace

Check this box to allow this user to activate the internal UPSTREAM trace.

Performance

Check this box to allow this user to run the UPSTREAM performance tests.

Priority

Check this box to allow this user to modify the execution priority of UPSTREAM. This option is only valid in OS/2.

Request Rmt Functions

Check this box to allow this user to request an UPSTREAM function of another PC.

Toggle Accept Rmt

Check this box to allow this user to enable/disable accepting remote initiates. UPSTREAM listens for remote initiates either way, but the user is disabled from changing whether remote initiates are accepted (they are always accepted).

Profile Management

Check this box to allow this user to run Profile Management that allows viewing and deleting of backups stored on the Storage Server.

Profile Configuration

Check this box to allow this user to run Profile Configuration that allows viewing, modifying, and deleting Storage Server defined backup profile configuration information.

Status

Check this box to allow this user to run the Storage Server status facility that allows users to view currently active UPSTREAM functions, cancel them and toggle tracing.

Reporting

Check this box to allow this user to perform the Storage Server reporting functions from the PC.

Attended

Check this box to allow this user to perform attended UPSTREAM functions. If this box is not checked, all UPSTREAM functions must be unattended.

Unattended

Check this box to allow this user to perform unattended UPSTREAM functions. If this box is not checked, all UPSTREAM functions must be attended.

Migration

Check this box to allow this user to perform migration: the backup of unmodified files to the Storage Server and the subsequent deletion of those files.

Deletion

Check this box to allow this user to allow UPSTREAM to perform file deletes.

Non-Merge

Check this box to allow this user to perform non-merge backups.

Merge

Check this box to allow this user to perform merge backups.

TCP/IP

Check this box to allow this user to use TCP/IP to connect to the Storage Server.

Disk Backups

Check this box to allow this user to perform backups to disk (vs. tape).

Tape Backups

Check this box to allow this user to perform backups to tape (vs. disk).

Disk Restores

Check this box to allow this user to perform restores from disk.

Tape Restores

Check this box to allow this user to perform restores from tape.

Sequential

Check this box to allow this user to perform sequential (disk or tape) backups/restores. If this box is not checked, all backups are Keyed or Archive.

Non-sequential

Check this box to allow this user to perform non-sequential (keyed or archive) backups/restores. If this box is not checked, all backups are sequential disk or tape.

No Registered Names

Check this box to disallow this user to use the registered name facility that allows the viewing/updating of target names that logically identify the LU Name or IP Address/Port Number of a workstation/server.

No ‘Abandon Changes’

Check this box to hide the Abandon Changes box when the Cancel button is pressed.

Restrict only for PC Initiated

Check this box if you want ALL the personalization options to only apply to PC initiate functions; Storage Server initiated functions have no personalization defined restrictions.

Load User Personalizations

Check this box to have separate personalization files for each user, activated when they log in. The personalization file name is the user’s Storage Server login name with the .ser extension in the work path directory. For example, for a user with the Storage Server login name of “TOM”, you must have a TOM.ser in the work path directory for that user to use UPSTREAM. This box should be checked for us.ser and all user personalization files if you are using this option.

No Host Security

Check this box skip the initial Storage Server login dialog on UPSTREAM entry. If you do not have Storage Server security enabled, you should check this box.

Time-out Host Security Login

Check this box if you wish a user’s login to time out after 30 minutes of disuse. Note that the timer is only effective when at the main UPSTREAM screen, so your users should be encouraged to return to the main screen when they are done.

No File Transfer

Check this box to disallow users from using the file transfer facility.

No Host Jobs

Check this box to disallow the submission of Storage Server jobs from the workstation/server.

No Dest Changes

Check this box to disallow restores to a different location than where the backup was performed from. This is particularly useful if you wish to have the local workstation/server security system validate access to files. When possible, the UNC name is validated.

No physical disk

Check this box to disallow FDRSOS physical disk backups/restores.

User name override

Check this box if running UPSTREAM in multi-user mode and wish to allow users to override their user name.

Rename restore failed files

Check this box if running Windows and wish to have the option to have UPSTREAM automatically rename a locked file and/or replace it on a reboot. If this option is not checked, the fields in UPSTREAM do not display at all.

The right hand column consists of several more complex features:

Preset Backup Profile

If you wish to customize UPSTREAM so that users can only perform backups and restores using a particular backup profile, check this box and type the backup profile beneath it. In UPSTREAM, all backup profile edit fields are grayed and the specified entry is always used.

Require Password

If you wish to secure access to UPSTREAM, check this box and type a password in the edit field beneath it. When you enter UPSTREAM, you must type this password to use the software.

Specific Directory

If you wish to only allow access to a given directory, (and those files and directories underneath it), enter this directory entry here. This is a powerful feature as it allows the security within the Storage Server to be augmented. An example would be if you are performing backups centrally and wish users to be able to perform their own restores, you would enter the primary directory that they have access to. Type the directory with a terminating backslash; for example, F:\USERS\TOM\.

Backups Disallowed/Restores Disallowed

If you check either of these boxes, type a From and To time in the edit fields below. This allows you to be able to specify a range of times where backups and/or restores cannot be performed. You specify times using a 24 hour clock. For example, if you wish to restrict restores during the day (to limit tape mounts or excess line traffic), check the Restores Disallowed check box and type a From time of 09:00:00 and a To time of 17:00:00.

Press the OK button to write your changes to a UPSTREAM personalization file. The default is the same file as was opened when you entered this facility. You can also save to a different file, but note that UPSTREAM requires a file named US.SER in either the work path or the UPSTREAM directory of the workstation that is being personalized.

If you press the Cancel button you leave the dialog without making any changes. The ZAP button is use only by BMC Customrt Support.

The Remote Security button is intended to limit access to your machine by remote UPSTREAM users. See Section “Remote Security”“Remote Security” for more information.

Registration#

This facility allows you to be able to register a target name that you can use to identify the server that the Client is on. This can be any name that easily identifies the server that allows the Storage Server or other Client requests to be easily located. Using this facility now allows you to locate a Client even if it is using dynamic LUs or DHCP.

Requesting a UPSTREAM function (backup, restore, etc.) of a server from the Storage Server or another server has required that you know the LU Name or the IP Address/Port Number of that workstation/server. LU Names/IP Addresses can be difficult to remember and there is no support for dynamic LUs or the TCP/IP DHCP facility.

To register a target name you can:

• Have the server self-register. There is a configuration option that allows you to define the target name during configuration.
  
• Register from the Storage Server. There is a new option in the z⁄OS Storage Server ISPF panels REGISTRY that allows you to maintain target names.
  

The server self-registration is defined in the Configurator. This process is described in the configuration chapters, depending upon the operating system type.

To modify the Storage Server registration from a server, open the us program and pull down the Remote menu and select the Registered Names option.

List

Press this button to request the list of registered workstations/servers. After pressing this button the list box is filled with a list of the names currently registered, their LU Name or TCP/IP address/port number, the last access (use), how often they retransmit if they use self-registration, whether this workstation is set up for auto-updates, whether it is the auto-update “master”. See the following section for a description of the auto-update fields.

Registered Names List

When you highlight an entry in this list, the fields under the list box are filled in with the registration information defined for this workstation/server. The fields under the list box are used to add, modify, or delete registration.

Registered Name

The name assigned to a given workstation/server. This field is filled in automatically when you highlight registration information in the Registered Names list box above. You can type up to 16 characters and embedded spaces are allowed. This field is required.

SNA

Press this radio button if the workstation/server is connected via SNA. You must enter a LU Name if you press this button.

LU Name

Enter the SNA LU Name (not alias) used by the workstation/server. This field is required.

TCP/IP

Press this radio button if the workstation/server is connected via TCP/IP. You must enter an IP Address and Port Number if you press this button.

IP Address

Enter the IP Address used by the workstation server. This field is required. Note that if workstations/servers use DHCP, self-registration is the recommended mechanism.

Port Number

Enter the port number used by the workstation/server for servicing UPSTREAM requests. The default that is used by most UPSTREAM users is 1972.

The remaining screen fields are used for auto-updates. See the next section for more information.

Add/Update

Press this button if you wish to add or update the registration information entered below the list box.

Delete

Press this button if you wish to delete the registered name specified in the Registered name field.

Exit

Press this button to leave the dialog.

UPSTREAM Director Registration

The Director performs registration functions in the Target System display, available by either pressing the Target icon, or pulling down the View menu and selecting Registration/Target List.

To add a new registered system, press the Add button; to delete or update an existing registered system, highlight the system in the list and press the Delete or Update buttons, respectively.