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Tivoli Storage Manager Operational Reporting Installation, Configuration and Customization Tivoli Users Group Meeting, San Francisco, Feb 2006 Mike Collins (emcollin@us.ibm.com) Architect and Lead Developer for Operational Reporting. Outline. Business Challenges and IBM Solutions

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Outline

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  1. Tivoli Storage Manager Operational ReportingInstallation, Configuration and CustomizationTivoli Users Group Meeting, San Francisco, Feb 2006Mike Collins (emcollin@us.ibm.com)Architect and Lead Developer for Operational Reporting

  2. Outline • Business Challenges and IBM Solutions • Drill down into Storage Management and TSM • Review complexities of managing TSM • See how TSM Operational Reporting (TOR) helps • TOR installation, configuration, customization • Conclusion

  3. Budget: IT spending is relatively flat Data Growth: >50% annually Compliance: >20,000 regulations worldwide Manual Processes: Inefficient & potential business risk Existing Assets Not Fully Utilized: Inefficient and ineffective Business and Industry Challenges There are many challenges facing businesses today that are causing them to think about managing their information more efficiently and effectively

  4. IT CRM & Business Management Service Delivery& Support ServiceDeployment InformationManagement BusinessResilience IT Process Management Products IT Service Management Platform Change and ConfigurationManagement Database IT Operational Management Products Server, Network and Device Management StorageManagement SecurityManagement Business ApplicationManagement IBM IT Service Management - A Differentiated, Flexible Approach IBM IT Service Management Best Practices

  5. IT Operational Management Products Integrated across silos through ITSM Platform and to IT Process Management Products IBM IT Service Management IT Process Management Products IT Service Management Platform Best Practices IT Operational Management Products IBM Product Portfolio Available TODAY!

  6. IT Operational Management Products • Drill down into Storage Management and Tivoli Storage Manager • Context: An example scenario for any given company • IT Goals exist to minimize costs and maximize value • Value aligned to business needs • Active data exists throughout the network • People run applications and produce data with varying levels of business value • Different people are responsible for producing and protecting the data • Different people are responsible for the applications, servers, workstations, and storage systems that provide access to the data • The data needs to be protected • Business continuance issues – applications and data must be available • ILM issues – aligning cost of storage with business value of the data • Compliance issues – Must recover data when legally required • Hierarchy of accountability where various people have skin in the game and a need to know about the protection status for the data they are responsible for • TSM is being used as the data protection and management product • Great function, value, support

  7. Problems Managing TSM Without TOR • TSM includes 100’s of commands and 1000’s of parameters • Complexity – too much • Need to read publications to determine which commands exist • Need to determine which subset of commands to execute • Need to evaluate the results and decide what to do with them • Efficiency – not enough • Need to determine who will execute commands and when • Need to determine how commands will be executed • Interactively or by writing scripts • Need to filter and format the results for consumption • Process is time consuming, repetitive, inconsistent, and error prone • Requires babysitting - it is difficult to manage by exception • Collaboration – not enough • Difficult for administrators to cover for each other when one is out • Hard to distribute the information to those that need it • Hard to make the information available on demand

  8. How TOR helps Manage TSM • Complexity – simplified • Default reports include commands and rules based on best practices • A TSM server’s status is either “Running Smoothly” or “Needs Attention” • The server’s status is included in the subject line of an e-mail • If a server “Needs Attention” issues are identified and recommendations provided • Easily customizable and supports point and click extensibility • Efficiency – optimized through automation • TOR executes monitoring and reporting commands on a schedule • TOR filters and formats the results for consumption • The process is automatic, consistent and repeatable • Customizable rules make it easy to manage by exception • Collaboration – rich and highly customizable • Administrators can take vacation with peace of mind about being covered • TOR distributes the right information at the right time to those that need it • Supports multiple servers, multiple reports per server, multiple recipients per report • Provides automatic notification to node owners for failed/missed schedules

  9. Managers TSM Admins Help Desk TSM Server TSM Server E-mail Desktop Operational Reporting TEC Web Tape Operators Operational Reporting Collaboration Model Node Owners App Owners

  10. Sequence – What We are Going to Do • Install Operational Reporting • Quickly generate our first report • Add a TSM server computer to the TSM management console tree view • Add a report using defaults • Refresh the report • Configure the rest of Operational Reporting • Open the main Operational Reporting Property sheet • Right-click on Tivoli Storage Manager in the Tree and click TSM Operational Reporting… • Edit the report we created earlier • Change a notification rule in the custom summary • Add an Extension that someone has shared with us • Add E-mail recipients • Enable automatic notification of missed and failed schedules • Add a monitor • Review Operational Reporting service, trace, and log settings • Configure Operational Reporting to send E-mail • Configure Operational Reporting to publish consolidated reports on the web • Configure IIS and the Windows Firewall to support the web reports

  11. Install Operational Reporting

  12. How to Obtain, Install, and Start TOR • TOR is part of the TSM Management Console on Windows • Included and installed with the TSM Server on Windows • Available as a standalone package if your server is not on Windows or if you want to run TOR on a different Windows machine • TOR runs on Windows and supports all TSM server platforms • You can obtain the TSM server (tsmsrv53xx_win.exe) and/or standalone TOR package (tsmcon53xx_win.exe) from the following location: • ftp://service.boulder.ibm.com/storage/tivoli-storage-management/maintenance/server/v5r3/WIN/LATEST/ • The standalone install will complete in less than 5 minutes • The TOR icon will appear in the Tivoli Storage Manager program folder under the Windows Start Menu and is labeled as Management Console • Click on the management console icon to start TOR

  13. Quickly Generate Our First Report

  14. MMC – Main TSM Management Console • Add Computers with TSM Servers • Right-click on Tivoli Storage Manager and click Add TSM Computer…

  15. MMC – Add a TSM Computer • Specify the computer’s name • Select the operating system • Select Include Report Features • Select TSM Web Client (optional) • Select TSM Web Administrator • Specify TSM Server information • Server name • TCP/IP Address • TCP/IP Port • HTTP Port • One TSM server instance per machine is typical but you can add additional instances as required. • Click OK

  16. MMC – Add a New Report • Expand the tree under the computer you just added • Right-click on Operational Reports and click New…

  17. Click OK to accept default report name Click OK to accept default sections MMC – Specify Report Name and Properties

  18. MMC – Interactively Test the Report • Expand the tree and right-click on the new report • Choose a Refresh option – current or scheduled time

  19. Configure the Rest of Operational Reporting

  20. Open the Main TOR Property Sheet • Right-click on Tivoli Storage Manager and choose TSM Operational Reporting…

  21. Edit the Report We Created Earlier • Clicking Edit on the Main TOR property sheet brings up the Report property sheet

  22. Customizing Operational Reporting • Custom Summary Sections • Includes a default set of notification rules out of the box • Stored in *.xml file templates which can be shared with others • Once a template is created (or dropped into the console dir) it will automatically show up in the menu for selection in any report or monitor • Extensions • TOR includes a set of canned sections • You can add your own sections – called extensions • Extensions can include any TSM command • Extensions are sorted alphabetically • Use a naming convention to group and order sections • All selected extensions in a report are run when the report runs • All selected extensions in a monitor are only run if a rule triggers an issue • Allows for autonomic self-healing behavior • Stored in *.ext files which can be shared with others • Once an *.ext file is created (or dropped into the console dir) it will automatically show up in the menu for selection in any report or monitor

  23. MMC – Custom Summary Section • If you don’t want to use the defaults you can completely tailor your custom summary section. • The custom summary is available for reports and monitors • Select Custom Summary and click Settings… • The custom summary section is where you can define rules that will alert you to various conditions • Note: a monitor differs from a report in that it only includes custom summary, timing, and extension sections. It only runs extensions and notifies you if there are issues. Monitors typically run quick and frequently.

  24. MMC – Report – Templates • Settings are saved in a custom XML template file. • You can share template files between reports and with others.

  25. MMC – Report – Statements • This dialog will appear when you insert or edit a line in the custom summary section • Specify a unique SQL variable, report label, and a SQL select statement • You can test Select statements • Click Edit Rule… if you want to define a rule that will trigger a notification when a value matches the criteria you set.

  26. MMC – Report – Rules • Create a notification rule • When the rule is triggered in a report you will get an entry in the Issues and Recommendations section • When the rule is triggered in a monitor you will be notified of the situation through e-mail and/or with a message to your desktop

  27. MMC – Report – Extensions using SQL Selects • Click Add to extend the set of sections • Click Settings to edit an extension • Click Advanced to build an SQL select statement • Add once, use in any report • Share extensions with others (*.ext files) • A section is dynamically formatted based on the results of the SQL select • Extensions can be deleted • Select checkbox to include new section in report

  28. MMC – Select Statement Builder • Advanced feature helps you to build SQLselect statements • Select table columns • Type over Alias toupdate column header • Cut,Copy,Paste,Del,Select, multi-level Undo,Redo, Drag/Dropbetween workspace &actual select statement • Per server platform,version, language,table caching for fastinteraction • Test before saving Example table cache file: tableinfo_eng_AIX-RS_6000_5.2.0.0.dat

  29. MMC – Add Report -- Recipients • Exporting your recipient list will make it easy to use the same list in other reports • Format can be Text, HTML, • or URL. URL will send an e-mail link to the web summary page

  30. E-mail for “Running Smoothly” The example above shows a notification Format of HTML. Below the Format is URL.

  31. E-mail for “Needs Attention”

  32. MMC – Add Report – Missed Schedules • Operational reporting can automatically send clients an e-mail message when their schedule has been missed or failed. • Click Query • Select Failed/Missed checkboxes • Click Node Update • Click Nodes Update to send all changes back to the TSM server. Information is stored in the node contact field. • Click Failed or Missed to customize the message to be sent • Tip: The Scheduled nodes only checkbox will cause the Nodes Query button to return only nodes that are associated with a schedule • Tip: To activate automatic notification you need to select the corresponding report sections in the Report Details tab.

  33. E-Mail for Failed Schedule

  34. MMC – Operational Monitor List • Reports and monitors are both configured in the same way • Click on Add to add a new operational monitor

  35. MMC – Add Monitor - Details • Type in the monitor name • Specify timing information • Specify the number of versions of the monitor results to display if using the web summary page • Select Settings… to customize the monitor • Timing info can help optimize queries • Use extensions – an extension will only be executed if a notification rule is triggered in the custom summary

  36. MMC – Add Monitor -- Recipients • Click Import… to retrieve e-mail information exported earlier. • Format can be Text, HTML, • or URL. URL will send an e-mail link to the web summary page

  37. MMC – Add Monitor – Desktop Notify • Operational monitoring can send a message to your desktop to alert you of any issues.

  38. Autonomic Self-Healing with Notification

  39. MMC – Configure Reporting Service • Set the Windows service details • You can start/stop the reporting service • You can update the service startup type • You can enable and review log and trace information

  40. MMC – Configure E-Mail account • The reporting servicewill use this mail account to send e-mail. • The SMTP server TCP/IP addressshould be the fully qualified TCP/IP address. • You can send a test message to verify that the SMTP server settings are correct.

  41. Notification Options • No longer necessary to be near a computer to be notified of TSM issues • Phone services make it easy to get notified any time, any place

  42. MMC – Configure Web Summary • When enabled, operational reporting will produce a web page with links to reports • The Web Versions parameter on the report’s property sheet determines how many versions to display • WebSphere (IBM Web HTTP server) and IIS use different default pages • You can create a log file for use by a Tivoli TEC log file adapter which can send events to TEC

  43. Web Summary Report

  44. Advanced Customization of TOR and Mgt Console • Custom Summary Sections and Notification Rules • Embedding HTML links into Notification Rules • Issuing commands to multiple TSM servers from a single report • Extensions – adding your own report sections • Embedding HTML into an extension • Using Inline Frames (IFRAME) to display file information • Embedding Objects such as images, video, active-x, java-applets • Referencing local and remote files using UNC names • Easily shared – custom summaries and extensions are encapsulated in files • Leveraging Autonomic Self-Healing capabilities of the TOR Monitor • Notification Rules allow you to trigger actions via extensions • Extensions are executed in order and any TSM command can be executed • Provides a notification of error, a before view, attempted fix, and after view • Add / Remove Snapins • Extend the console with a large number of related management applications • Add any web content, (web pages, PowerPoint, word files, PDF files)

  45. Add / Remove Snapins • Start the TSM management console in Author Mode MMC 3.0 (in Windows 2003 R2) MMC 2.0 (Windows prior to R2)

  46. TSM Management Console – Embedded Admin Center

  47. TSM Management Console – Embedded Web Admin

  48. TSM Management Console – Embedded Web Client

  49. IIS virtual Directory Settings Enable anonymous access to avoid requiring people from having to log in to see web summary reports Windows Firewall Enable web server exceptions to allow people to access the web server IIS and Firewall Security Configuration

  50. MMC – Interactive Command Line • You can generate operational reports from the command line • To get usage information issue: tsmrept /?

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