CONTENTS

  Title Page

  Copyright Page

  Preface

  1      Overview
    1.1 Client-Server Relationship
    1.2 PSD Capabilities
      1.2.1      Centralized Name Management
      1.2.2      Centralized Software Distribution, Installation, and Updating
      1.2.3      Centralized File Backup and Restore Capabilities
      1.2.4      Centralized Management of User Accounts
    1.3 Operating Servers in a VMScluster Environment
    1.4 Expanding Capabilities by Using Multiple Servers

  2      Concepts
    2.1 Basic Operational Services
    2.2 Software Distribution Services
    2.3 Backup and Restore Services
    2.4 Client Administration Services
    2.5 Management Interfaces
      2.5.1      Menu Interface
      2.5.2      Command Interface
    2.6 Configuration
      2.6.1      Scheduling Backups
      2.6.2      Distributing Software
        2.6.2.1      Distributing Applications
        2.6.2.2      Distributing the OpenVMS Operating System

  3      Configuration Example
    3.1 Configuring a Small Testbed Environment

  4      Menu Interface
    4.1 Using Menu Interface
      4.1.1      Selecting Menu Items
      4.1.2      Navigating Menus
      4.1.3      Command Line Operation
      4.1.4      Command Processing
      4.1.5      Menu Hierarchy
      4.1.6      Getting Help
    4.2 Main Menu
    4.3 Basic Operational Services (BOS) Menu
      4.3.1      System Management Menu
      4.3.2      Group Management Menu
    4.4 Software Distribution Services (SDS) Menu
      4.4.1      Application Management Menu
      4.4.2      Operating System Management Menu
    4.5 Backup and Restore Services (BRS) Menu
      4.5.1      BRS Database Management Menu
    4.6 Client Administration Services (CAS) Menu

  5      Basic Operational Services
    5.1 Managing Server Entries
      5.1.1      Dislaying a Server Entry
      5.1.2      Adding a Server
      5.1.3      Modifying a Server Entry
      5.1.4      Removing a Server Entry
    5.2 Managing Client Registration
      5.2.1      Information in the Client Entry
      5.2.2      Showing Client Entries
      5.2.3      Adding Client Entries
        5.2.3.1      Using Default Values from Another Client
        5.2.3.2      Client Node Name or Cluster Alias
        5.2.3.3      Ethernet Hardware Address
          5.2.3.3.1       Determining Ethernet Address Through NCP
          5.2.3.3.2       Determining Ethernet Address Through the Console
      5.2.4      Modifying Client Entries
      5.2.5      Removing Client Entries
    5.3 Managing Group Registration
      5.3.1      Showing Groups
      5.3.2      Creating Groups
      5.3.3      Adding Members to Groups
      5.3.4      Removing Members from Groups
      5.3.5      Deleting Groups
    5.4 Creating Object Entry Names

  6      Software Distribution Services
    6.1 Description
      6.1.1      SDS Components
      6.1.2      SDS Processing
        6.1.2.1      Preparing SDS Software
          6.1.2.1.1       Preparing Operating Systems
          6.1.2.1.2       Preparing Applications
        6.1.2.2      Cataloging SDS Software
        6.1.2.3      Initiating an SDS Software Installation or Upgrade
        6.1.2.4      Loading Software
        6.1.2.5      Monitoring SDS Software Installations
        6.1.2.6      Maintaining SDS Databases
      6.1.3      Creating Client License Databases
        6.1.3.1      Distributing PAK Licenses
        6.1.3.2      How to Use the RSM/LMF Utility
        6.1.3.3      Example of Using RSM/LMF Utility
        6.1.3.4      Loading PAK Licenses on Client Systems
        6.1.3.5      Performing General License Management Operations
    6.2 Choosing to Upgrade or Install an Operating System
      6.2.1      Upgrading an Operating System
      6.2.2      Installing a Complete Operating System Image
      6.2.3      Installing an Update Release
    6.3 Upgrading Operating System Software
      6.3.1      Fetching the Operating System into a Library
      6.3.2      Creating the Configuration
      6.3.3      Fetching the Configuration
      6.3.4      Upgrading an Operating System on a Client
        6.3.4.1      Procedures for Performing an Upgrade
        6.3.4.2      Post-Upgrade Procedures
        6.3.4.3      Sample Upgrade Dialog for an OpenVMS Client
    6.4 Installing Operating System Software
      6.4.1      Performing a Set-Up Installation
        6.4.1.1      Set-Up Installation of a New OpenVMS System
        6.4.1.2      Set-Up Installation of an Existing OpenVMS System
      6.4.2      Fetching Operating Systems into a Library
      6.4.3      Distributing an Operating System to Remote Libraries
        6.4.3.1      Duplicating an Operating System
        6.4.3.2      Mastering an Operating System to CD-ROM
      6.4.4      Installing an Operating System on a Client
        6.4.4.1      Procedures for Performing an ISL
        6.4.4.2      Post-ISL Procedures
        6.4.4.3      Sample ISL Dialog for an OpenVMS Client
    6.5 Installing Application Software
      6.5.1      Rules for Installing OpenVMS Applications
      6.5.2      Creating Enough Disk Space for ULTRIX Applications
      6.5.3      When to Use TRIAL_INSTALL Procedure
      6.5.4      Set-Up Installation of Application Software
      6.5.5      Fetching Applications into Library
      6.5.6      Creating Application Sets
      6.5.7      Installing an Application on a Client
        6.5.7.1      Modifying Process Quotas
    6.6 Maintaining SDS Software Database
      6.6.1      Operating System Database
      6.6.2      Configuration Database
      6.6.3      Application Database
      6.6.4      Application Set Database
    6.7 Monitoring SDS Processes
    6.8 Examples of SDS Processes
      6.8.1      Example:  Installing Operating Systems on Clients
        6.8.1.1      Performing Set-Up Installation for Operating System
        6.8.1.2      Fetching Operating Systems
        6.8.1.3      Installing Operating Systems on Clients
      6.8.2      Example:  Installing Applications on Clients
        6.8.2.1      Performing Application Set-Up Installation
        6.8.2.2      Fetching Applications
        6.8.2.3      Creating an Application Set
        6.8.2.4      Installing Application Software

  7      Backup and Restore Services
    7.1 BRS Components of PSD Management Server
    7.2 Backup and Restore Processing
      7.2.1      Creating Schedule Database Entries
      7.2.2      Starting an Immediate Backup Task
      7.2.3      Maintaining the History Database
      7.2.4      Restoring Saved Data to a Client
      7.2.5      Maintaining the Schedule Database
    7.3 Scheduling Routine Backups
      7.3.1      Attributes of a Backup Task
        7.3.1.1      Specifying an Entry Name in Schedule Database
        7.3.1.2      Specifying a Full or Incremental Backup
        7.3.1.3      Specifying the Frequency of Backups
        7.3.1.4      Specifying the Time of Backup
        7.3.1.5      Specifying the Destination of Backup
        7.3.1.6      Specifying Files to Back Up
        7.3.1.7      Specifying Type of Backup
        7.3.1.8      Specifying Attributes for Tape-Based Backups
        7.3.1.9      Specifying Completion Notification Lists
        7.3.1.10     Specifying Backup Suspension Periods
        7.3.1.11     Modifying ULTRIX Backup Messages
        7.3.1.12     Backing Up an ULTRIX Directory Without Saving Paths
      7.3.2      Creating Backup Schedule Entries
    7.4 Routine Backup Processing
      7.4.1      Routine Scheduled Backup Activities
      7.4.2      Operator-Attended Tape Backups
        7.4.2.1      Enabling OPCOM Program
        7.4.2.2      BRS OPCOM Dialog
      7.4.3      Unattended Tape Backups
        7.4.3.1      Guidelines
        7.4.3.2      Creating a Permanent Unattended Backup Condition
        7.4.3.3      Creating a Temporary Unattended Backup Condition
        7.4.3.4      Overriding Unattended Backups
        7.4.3.5      Specifying Concurrent Backups to Multiple Tape Drives
      7.4.4      Automatic Rescheduling of Missed Backups
      7.4.5      Stopping Backup Operations
    7.5 Initiating Immediate Backup Requests
    7.6 Restoring Saved Data to a Client
      7.6.1      Attributes of a Restore Task
        7.6.1.1      Specifying History Record
        7.6.1.2      Specifying Destination of Restore Operation
        7.6.1.3      Specifying an Alternative Client
        7.6.1.4      Specifying Files to Restore
        7.6.1.5      Specifying Level of Restore (OpenVMS Clients Only)
        7.6.1.6      Specifying Type of Restore
        7.6.1.7      Specifying Completion Notification Lists
      7.6.2      Restoring System Disk Images With SDS and BRS
      7.6.3      Tape-Based Restore Processing
      7.6.4      Restoring System Disk Images With BRS Only
      7.6.5      Restoring save sets After Purging Their History Records
    7.7 Maintaining Schedule and History Databases

  8      Client Administration Services
    8.1 Managing Accounts and Directories
      8.1.1      Using NETDCL
        8.1.1.1      Issuing a NETDCL Command
        8.1.1.2      Setting Up NETDCL for Users
        8.1.1.3      NETDCL Restrictions
      8.1.2      Using Client Administration Services Menu
      8.1.3      Maintaining User Accounts
        8.1.3.1      User Account Maintenance Menu Option
        8.1.3.2      NETDCL to Maintain User Accounts
      8.1.4      Creating User Directories
        8.1.4.1      Create a User Directory Menu Option
        8.1.4.2      NETDCL to Create User Directories
      8.1.5      Giving Users Access to Shared Files Through Proxies
        8.1.5.1      Create a Proxy Account Menu Option
        8.1.5.2      NETDCL to Create Proxy Accounts
        8.1.5.3      Show a Proxy Account Menu Option
        8.1.5.4      NETDCL to Show Proxy Accounts
        8.1.5.5      Add User Access to a Proxy Account Menu Option
        8.1.5.6      NETDCL to Add User Access to Proxy Accounts
        8.1.5.7      Remove User Access to a Proxy Account Menu Option
        8.1.5.8      NETDCL to Remove User Access to Proxy Accounts
        8.1.5.9      Show User Access to a Proxy Account Menu Option
        8.1.5.10     NETDCL to Show User Access to Proxy Accounts
    8.2 Distribution Functions of CAS
      8.2.1      Distributing DECnet Node Names
      8.2.2      Distributing PSD Logical Names and Symbols
        8.2.2.1      RSM$LOGICALS.COM File
        8.2.2.2      Modifying RSM$LOGICALS.COM File
        8.2.2.3      RSM$SYMBOLS.COM File
        8.2.2.4      Modifying RSM$SYMBOLS.COM File
      8.2.3      Distributing Product Authorization Key (PAK) License Information
    8.3 Accessing and Maintaining CAS History Information
    8.4 Checking Security of DECnet and Guest Accounts
      8.4.1      DECnet Account
      8.4.2      Guest Account

  9      PSD Server Configuration
    9.1 Planning Configuration of a Large-Scale PSD Environment
      9.1.1      Management Server
      9.1.2      BRS Target Server
      9.1.3      SDS Library Server
      9.1.4      Combination BRS Target and SDS Library Server
      9.1.5      Guidelines for Management Servers
      9.1.6      Guidelines for SDS Library Servers
      9.1.7      Guidelines for BRS Target Servers
        9.1.7.1      Additional Guidelines for Disk-Resident Backups
        9.1.7.2      Additional Guidelines for Tape-Resident Backups
      9.1.8      Guidelines for Combination Target and Library Servers
      9.1.9      Guidelines for Multiple-Environment Networks
      9.1.10     Adding Proxies
        9.1.10.1     Management Server
        9.1.10.2     Separate Library Server
        9.1.10.3     Separate Target Server
        9.1.10.4     Separate Target and Library Server
        9.1.10.5     OpenVMS Client Systems
        9.1.10.6     ULTRIX Client Systems
    9.2 PSD Server Operation in a VMScluster System
      9.2.1      Designating ISL Boot Service Node
      9.2.2      PSD Queues and VMScluster Operation
      9.2.3      Server Reconfiguration
        9.2.3.1      Changing PSD from Single-Cluster-Member to Clusterwide Operation
        9.2.3.2      Changing from Clusterwide to Single-Cluster-Member Operation
        9.2.3.3      Moving PSD to a Different Single Cluster Member
        9.2.3.4      Adding a New Cluster Member
        9.2.3.5      Removing a Cluster Member
        9.2.3.6      Changing ISL Boot Service Node
    9.3 Moving PSD Server Software to Another Disk
    9.4 PSD Server Configuration Procedure

  A OpenVMS TRIAL_INSTALL Procedure
    A.1 Trial Installation (VMSINSTAL) of Application
    A.2 Trial Installation (PCSI) of Application
    A.3 Trial Installation (PCSI) of OpenVMS Configuration

  B ULTRIX TRIAL_INSTALL Procedure

  C Security
    C.1 Overview of Security
    C.2 PSD Accounts and Proxies
      C.2.1      RSM$MANAGER Account on Server
      C.2.2      RSM$VMSINSTL Account on Server
      C.2.3 server ::RSM$MANAGER Proxy on Server
      C.2.4 client ::RSM$CMANAGER Proxy on Server
      C.2.5      RSM$CMANAGER Account on OpenVMS Clients
      C.2.6      RSM$USER Account on ULTRIX Clients
      C.2.7 server ::RSM$MANAGER Proxy on Clients
    C.3 Security Implications for Adding Management Servers
    C.4 Security Implications for Adding or Removing a Client
      C.4.1      Single-Server Environment
      C.4.2      Multiple-Server Environment
    C.5 Security Implications for Adding or Removing a Server
    C.6 Controlling Default Access to DECnet Objects

  D Troubleshooting
    D.1 Common Problems
      D.1.1     Problems Common to All Components
        D.1.1.1      Starting PSD in a VMScluster System
        D.1.1.2      RSM$CLIENT_STARTUP Fails
        D.1.1.3      Operations That Fail to Complete
        D.1.1.4      System Error Messages
        D.1.1.5      Ineffective Proxy
        D.1.1.6      First Install Date Missing from Client Record
        D.1.1.7      Problems Using /NOTIFY Qualifier
      D.1.2     Problems Unique to BRS Facility
        D.1.2.1      Backup Entry Status Remains ACTIVE
        D.1.2.2      Cannot Perform Backup Operations on a Client
        D.1.2.3      Backup Performance Slow
      D.1.3     Problems Unique to SDS Facility
        D.1.3.1      System Error Messages Received
        D.1.3.2      Unable to Access SDS
        D.1.3.3      Insufficient Disk Space on Client
        D.1.3.4      Enabling Service Circuit for an ISL
        D.1.3.5      Isolating ISL Problems
        D.1.3.6      ISL Boot Error
        D.1.3.7      INSTALL OPERATING_SYSTEM Operation Fails to Start
        D.1.3.8      Backup Remains Active During FETCH OPERATING_SYSTEM Operation
        D.1.3.9      PSD Client Start-Up Remains Active
        D.1.3.10     Cannot Install Application Using INSTALL APPLICATION Operation
        D.1.3.11     INSTALL APPLICATION Operation Remains Active on Server
      D.1.4     Problems Unique to CAS Facility
        D.1.4.1      Error While Submitting a Batch Job
        D.1.4.2      CAS Operations Incomplete for All Group Members
        D.1.4.3      CAS Operation Returns Invalid Directory Message
        D.1.4.4      VMScluster Member Lost After CAS Operation
        D.1.4.5      NETDCL Causes an Ada Exception
    D.2 Sources of Diagnostic Information
      D.2.1     Locating Log Files
        D.2.1.1      Software Distribution Services Log Files
        D.2.1.2      Backup and Restore Services Log Files
        D.2.1.3      Client Administration Services Log Files
      D.2.2     Using OpenVMS Accounting as a Troubleshooting Tool

  E The Personality File