CONTENTS Title Page Copyright Page Preface 1 Introduction to RSM Capabilities 1.1 The Client-Server Relationship 1.2 RSM Capabilities 1.2.1 Centralized Name Management 1.2.2 Centralized Software Installation and Updating 1.2.3 Centralized File Backup and Restore Capabilities 1.2.4 Centralized Management of User Accounts 1.3 Operating the RSM Server in a VAXcluster Environment 1.4 Expanding RSM Capabilities Using Multiple RSM Servers 2 Introduction to RSM Concepts 2.1 Introduction to BOS Concepts 2.2 Introduction to SDS Concepts 2.3 Introduction to BRS Concepts 2.4 Introduction to CAS Concepts 2.5 RSM Management Interfaces 2.5.1 The RSM Menu Interface 2.5.2 The RSM Command Interface 2.6 Introduction to RSM Configuration 2.6.1 Scheduling Backups 2.6.2 Distributing Software 3 An RSM Example 3.1 Configuring a Small Testbed Environment 4 The RSM Menu Interface 4.1 Using the RSM Menu Interface 4.1.1 Selecting Menu Items 4.1.2 Navigating the Menus 4.1.3 Command Line Operation 4.1.4 Command Processing 4.1.5 Menu Hierarchy 4.1.6 Getting Help 4.2 Remote System Manager 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 Naming Conventions in RSM 5.1.1 How RSM Uses DNS 5.1.2 How RSM Accesses DNS Objects 5.1.2.1 DNS Hierarchical Names 5.1.2.2 RSM Wildcard Expressions 5.2 RSM Entry Types 5.2.1 Server Entries 5.2.2 Client Entries 5.2.2.1 DECnet Information 5.2.2.2 Hardware Information 5.2.2.3 Software Information 5.2.2.4 Contact Personnel Information 5.2.2.5 Location and Comment Information 5.2.2.6 Supplying Default Information for Client Entry Fields 5.2.3 Group Entries 5.3 BOS Procedures 5.3.1 Managing Server Entries in the RSM Database 5.3.2 Managing Client Entries in the RSM Database 5.3.3 Managing Group Entries in the RSM Database 6 Software Distribution Services 6.1 General Description of SDS 6.1.1 SDS Components of the RSM Management Server 6.1.2 SDS Processing 6.1.2.1 Preparing SDS Software 6.1.2.2 Cataloging SDS Software 6.1.2.3 Creating a Remote VMS Boot Disk 6.1.2.4 Initiating an SDS Software Installation 6.1.2.5 Loading the Software 6.1.2.6 Monitoring SDS Software Installations 6.1.2.7 Maintaining SDS Databases 6.1.3 Using the RSM/LMF Utility to Create Client License Databases 6.1.3.1 RSM Operations That Can Distribute PAK Licenses 6.1.3.2 How to Use the RSM/LMF Utility 6.1.3.3 Example of Using the RSM/LMF Utility 6.1.3.4 Loading PAK Licenses on Client Systems 6.1.3.5 Using the RSM/LMF Utility to Perform General License Management Operations 6.2 Installing Operating System Software 6.2.1 Deciding the Type of Installation 6.2.2 Using the Set-up Installation Procedure 6.2.2.1 Set-up Installation of a New VMS System 6.2.2.2 Set-up Installation of a New ULTRIX-32 System 6.2.2.3 Set-up Installation of an Existing VMS System 6.2.2.4 Set-up Installation of an Existing ULTRIX-32 System 6.2.3 Fetching Operating Systems into the Library 6.2.4 Creating a VMS Boot Disk 6.2.5 Installing an Operating System on a Client 6.2.5.1 Overview of ISL Steps 6.2.5.2 Procedures for Performing an ISL 6.2.5.3 Post-ISL Procedures 6.2.5.4 Sample ISL Dialog for a VMS Client 6.2.5.5 Sample ISL Dialog for an ULTRIX-32 Client 6.3 Installing Application Software 6.3.1 Set-up Installation of Application Software 6.3.2 Fetching Applications into the Library 6.3.3 Creating Application Sets 6.3.4 Installing an Application on a Client 6.3.4.1 Modifying Process Quotas 6.4 Maintaining the SDS Software Database 6.4.1 Maintaining Operating System Database Information 6.4.2 Maintaining the Application Database Information 6.4.3 Maintaining Application Set Database Information 6.5 Monitoring SDS Processes 6.6 Examples of SDS Processes 6.6.1 Installing RSM Software on the Server 6.6.2 Installing Operating Systems on the Clients 6.6.2.1 Performing Set-up Installation for the Operating System 6.6.2.2 Fetching Operating Systems 6.6.2.3 Installing Operating Systems on Clients 6.6.3 Installing Applications on Clients 6.6.3.1 Performing Application Set-up Installation 6.6.3.2 Fetching Applications 6.6.3.3 Creating an Application Set 6.6.3.4 Installing the Applications on the Clients 7 Backup and Restore Services 7.1 General Description 7.1.1 BRS Components of the RSM Management Server 7.1.2 Backup and Restore Processing 7.1.2.1 Creating Schedule Database Entries 7.1.2.2 Starting an Immediate Backup Task 7.1.2.3 Maintaining the History Database 7.1.2.4 Restoring Saved Data to a Client 7.1.2.5 Maintaining the Schedule Database 7.2 Scheduling Routine Backups 7.2.1 Attributes of a Backup Task 7.2.1.1 Specifying the Entry Name 7.2.1.2 Specifying the Backup Level 7.2.1.3 Specifying the Frequency of Backups 7.2.1.4 Specifying the Time of Backup 7.2.1.5 Specifying the Destination of the Backup 7.2.1.6 Specifying Files to Back Up 7.2.1.7 Specifying the Type of Backup 7.2.1.8 Specifying Attributes for Tape-Based Backups 7.2.1.9 Specifying Completion Notification Lists 7.2.1.10 Specifying Backup Suspension Periods 7.2.2 Creating Backup Schedule Entries 7.3 Routine Backup Processing 7.3.1 Routine Scheduled Backup Activities 7.3.2 Operator-Attended Tape Backups 7.3.2.1 Enabling the OPCOM Program 7.3.2.2 The BRS OPCOM Dialog 7.3.3 Unattended Tape Backups 7.3.3.1 Using the Server Configuration Procedure to Set Unattended Backup Operation 7.3.3.2 Overriding the Configured Setting 7.3.3.3 Specifying Concurrent Backups to Multiple Tape Drives 7.3.4 Automatic Rescheduling of Missed Backups 7.3.5 Stopping Backup Operations 7.4 Initiating Immediate Backup Requests 7.5 Restoring Saved Data to a Client 7.5.1 Attributes of a Restore Task 7.5.1.1 Specifying the History Record 7.5.1.2 Specifying the Destination of the Restore Operation 7.5.1.3 Specifying an Alternative Client 7.5.1.4 Specifying the Files to Restore 7.5.1.5 Specifying the Level of Restore (VMS Clients Only) 7.5.1.6 Specifying the Type of Restore 7.5.1.7 Specifying Completion Notification Lists 7.5.2 Tape-Based Restore Processing 7.5.3 Restoring System Disk Images 7.5.4 Restoring Savesets After Purging Their History Records 7.6 Maintaining the 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 the Client Administration Services Menu 8.1.3 Maintaining User Accounts 8.1.3.1 Using the "User Account Maintenance" Menu Option 8.1.3.2 Using NETDCL to Maintain User Accounts 8.1.4 Creating User Directories 8.1.4.1 Using the "Create a User Directory" Menu Option 8.1.4.2 Using NETDCL to Create User Directories 8.1.5 Giving Users Access to Shared Files Through Proxies 8.1.5.1 Using the "Create a Proxy Account" Menu Option 8.1.5.2 Using NETDCL to Create Proxy Accounts 8.1.5.3 Using the "Show a Proxy Account" Menu Option 8.1.5.4 Using NETDCL to Show Proxy Accounts 8.1.5.5 Using the "Add User Access to a Proxy Account" Menu Option 8.1.5.6 Using NETDCL to Add User Access to Proxy Accounts 8.1.5.7 Using the "Remove User Access to a Proxy Account" Menu Option 8.1.5.8 Using NETDCL to Remove User Access to Proxy Accounts 8.1.5.9 Using the "Show User Access to a Proxy Account" Menu Option 8.1.5.10 Using 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 RSM Logical Names and Symbols 8.2.2.1 The RSM$LOGICALS.COM File 8.2.2.2 Modifying the RSM$LOGICALS.COM File 8.2.2.3 The RSM$SYMBOLS.COM File 8.2.2.4 Modifying the RSM$SYMBOLS.COM File 8.2.3 Distributing Product Authorization Key (PAK) License Information 8.3 Accessing and Maintaining CAS History Information 8.4 Checking the Security of the DECNET and Guest Accounts 8.4.1 Checking the DECNET Account 8.4.2 Checking the Guest Account 9 RSM Server Configuration 9.1 Planning the Configuration of a Large-Scale RSM 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 VMS Client Systems 9.1.10.6 ULTRIX-32 Client Systems 9.2 RSM Server Operation in a VAXcluster System 9.2.1 Designating the ISL Boot Service Node 9.2.2 RSM Queues and VAXcluster Operation 9.2.3 Server Reconfiguration 9.2.3.1 Changing RSM from Single-Cluster-Member to Clusterwide Operation 9.2.3.2 Changing from Clusterwide to Single-Cluster-Member Operation 9.2.3.3 Moving RSM 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 the ISL Boot Service Node 9.3 Moving RSM Server Software to Another Disk 9.4 Removing the Boot Disk from Separate Library and Target Servers 9.5 RSM Server Configuration Procedure A VMS TRIAL_INSTALL Procedure B ULTRIX-32 TRIAL_INSTALL Procedure C Security in the RSM Environment C.1 Overview of RSM Security C.2 RSM Accounts and Proxies C.2.1 RSM$MANAGER Account on the Server C.2.2 RSM$VMSINSTL Account on the Server C.2.3 server ::RSM$MANAGER Proxy on the Server C.2.4 client ::RSM$CMANAGER Proxy on the Server C.2.5 RSM$CMANAGER Account on VMS Clients C.2.6 RSM$USER Account on ULTRIX-32 Clients C.2.7 server ::RSM$MANAGER Proxy on Clients C.3 Security Implications for Adding RSM Managers C.4 Security Implications for Adding or Removing a Client C.4.1 Single-Server Environment C.4.2 Multiple-Server Environment C.5 Security Implications for Adding or Removing a Server C.6 Controlling Default Access to DECnet Objects D RSM Troubleshooting Guide D.1 RSM Troubleshooting Symptoms D.1.1 Problems Common to All Components D.1.1.1 Difficulties Starting RSM in a VAXcluster System D.1.1.2 RSM$CLIENT_STARTUP Fails D.1.1.3 Operations That Fail to Complete D.1.1.4 DNS Invalid Name Message D.1.1.5 System Error Messages D.1.1.6 Ineffective Proxy D.1.1.7 First Install Date Missing from Client Record D.1.1.8 Problems Using the /NOTIFY Qualifier D.1.2 Problems Unique to the BRS Facility D.1.2.1 Backup Entry Status Remains ACTIVE D.1.2.2 Local TK50 Tape Backup Failure on VMS V5.0 Servers D.1.2.3 Cannot Perform Backup Operations on a Client D.1.2.4 Backup Performance Slow D.1.3 Problems Unique to the SDS Facility D.1.3.1 System Error Messages Received D.1.3.2 Insufficient Disk Space on the Client D.1.3.3 Enabling Service Circuit for an ISL D.1.3.4 ISL Boot Error D.1.3.5 INSTALL OPERATING_SYSTEM Operation Fails to Start D.1.3.6 Backup Remains Active During a FETCH OPERATING_SYSTEM Operation D.1.3.7 RSM Client Start-up Remains Active D.1.3.8 Cannot Install Application Using RSM INSTALL APPLICATION Request D.1.3.9 INSTALL APPLICATION Operation Remains Active on Server D.1.3.10 ULTRIX-32 Client Does Not Boot After ISL D.1.3.11 INSTALL APPLICATION Fails After Server Crash D.1.4 Problems Unique to the 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 VAXcluster 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 Locating Software Distribution Services Log Files D.2.1.2 Locating Backup and Restore Services Log Files D.2.1.3 Locating Client Administration Services Log Files D.2.2 Using VMS Accounting as a Troubleshooting Tool FIGURES 2-1 BOS Components 2-2 SDS Components 2-3 BRS Components 3-1 A Small Testbed Environment 4-1 Remote System Manager Menu Hierarchy 4-2 The Remote System Manager (RSM) Main Menu 4-3 Basic Operational Services (BOS) Menu 4-4 System Management Menu 4-5 Group Management Menu 4-6 Software Distribution Services (SDS) Menu 4-7 Application Management Menu 4-8 Operating System Management Menu 4-9 Backup and Restore Services (BRS) Menu 4-10 Backup and Restore Services (BRS) Database Management Menu 4-11 Client Administration Services (CAS) Menu 6-1 Process Quota Parameter File with Minimum Values 6-2 A Sample Network C-1 RSM Server Accounts and Proxies C-2 RSM Client Accounts and Proxies TABLES 9-1 Server Components 9-2 Configuration Options