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Draft Document for Review September 30, 2003 10:50 am SG24-6060-00

Using ThinkVantageTechnologies: Volume 2Maintaining and Recovering

Client Systems

Manoj Babulal

David Doyle

Jim Loebach

Dudley Miller

Michael Schmid

Goran Wibran

Byron Braswell

Simplify PC lifecycle process through

the use of ThinkVantage Technologies

Simple maintenance and recovery

in corporate environments

Using the Technologies

to lower costs

Front cover
http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/http://www.redbooks.ibm.com/

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Using ThinkVantage Technologies: Volume 2Maintaining and Recovering Client Systems

September 2003

International Technical Support Organization

Draft Document for Review September 24, 2003 4:27 pm 6060edno.fm

SG24-6060-00

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6060edno.fm Draft Document for Review September 24, 2003 4:27 pm

Copyright International Business Machines Corporation 2003. All rights reserved.

Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADPSchedule Contract with IBM Corp.

First Edition (September 2003)

This edition applies to Version 3.01 SP1 of Rapid Restore Ultra, Version 5.1 of IBM ClientSecurity Software and Version 4 of Access IBM.

This document created or updated on September 24, 2003.

Note: Before using this information and the product it supports, read the information inNotices on page ix.

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Copyright IBM Corp. 2003. All rights reserved. iii

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Contents

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixTrademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi

The team that wrote this redbook. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiBecome a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xivComments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Chapter 1. Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 ThinkVantage Technologies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21.2 ThinkVantage Technologies process improvements. . . . . . . . . . . . . . . . . . 61.3 Implementing a ThinkVantage Technologies solution. . . . . . . . . . . . . . . . . 7

Chapter 2. Rapid Restore Ultra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112.1 Introducing Rapid Restore Ultra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2.1.1 Rapid Restore Ultra features. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122.1.2 Rapid Restore Ultra backup methodology . . . . . . . . . . . . . . . . . . . . 13

2.1.3 Rapid Restore Ultra components . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.2 Installing Rapid Restore Ultra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152.2.1 Rapid Restore Ultra requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 162.2.2 Rapid Restore Ultra installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

2.2.3 Enabling backup support on a USB drive after install . . . . . . . . . . . . 232.3 Using Rapid Restore Ultra. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

2.3.1 Backing up your system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232.3.2 Restoring your system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292.3.3 Running Rapid Restore Ultra service . . . . . . . . . . . . . . . . . . . . . . . . 38

2.3.4 Migrating to a new hard disk drive . . . . . . . . . . . . . . . . . . . . . . . . . . 382.3.5 Uninstall Rapid Restore Ultra . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

2.4 Rapid Restore deployment in an enterprise . . . . . . . . . . . . . . . . . . . . . . . 402.4.1 Obtaining the Rapid Restore Ultra for custom install . . . . . . . . . . . . 402.4.2 Customizing Rapid Restore install options . . . . . . . . . . . . . . . . . . . . 422.4.3 Deployment methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512.4.4 Post deployment management options. . . . . . . . . . . . . . . . . . . . . . . 56

2.4.5 Rapid Restore Ultra considerations for IT Administrators . . . . . . . . . 572.5 Rapid Restore Ultra troubleshooting information . . . . . . . . . . . . . . . . . . . 60

2.5.1 Backup and restore troubleshooting information. . . . . . . . . . . . . . . . 602.5.2 Installation troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 612.5.3 Partition and boot manager troubleshooting tips. . . . . . . . . . . . . . . . 612.5.4 Miscellaneous troubleshooting tips . . . . . . . . . . . . . . . . . . . . . . . . . . 62

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2.5.5 Rapid Restore Ultra Frequently Asked Questions (FAQ) . . . . . . . . . 63

Chapter 3. The Access IBM experience . . . . . . . . . . . . . . . . . . . . . . . . . . . 653.1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663.2 Access IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

3.2.1 Access IBM User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 673.2.2 Customizing Access IBM and Access Help . . . . . . . . . . . . . . . . . . . 69

3.2.3 Customizing Access IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 703.2.4 Access IBM Customization Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

3.3 Access Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 763.3.1 Customizing Access Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

3.4 Access IBM Predesktop Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

3.4.1 Partition-based recovery solutions . . . . . . . . . . . . . . . . . . . . . . . . . . 78

3.4.2 Hidden protected area based recovery solutions . . . . . . . . . . . . . . . 793.4.3 Hidden Protected Area main areas. . . . . . . . . . . . . . . . . . . . . . . . . . 813.4.4 Keys used during startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 843.4.5 Creating an image of the hard drive . . . . . . . . . . . . . . . . . . . . . . . . . 85

3.5 Access IBM Message Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

3.5.1 Local messages vs. Web messages. . . . . . . . . . . . . . . . . . . . . . . . . 883.5.2 What a message file contains . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 893.5.3 Delivering messages of your own. . . . . . . . . . . . . . . . . . . . . . . . . . . 92

3.6 Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

3.6.1 Access IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 943.6.2 IBM Hidden Protected Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

3.6.3 Access IBM Message Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 953.6.4 Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Chapter 4. Embedded Security Subsystem. . . . . . . . . . . . . . . . . . . . . . . . 974.1 IBM Embedded Security Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

4.1.1 IBM Embedded Security Chip. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

4.1.2 IBM Client Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

4.1.3 IBM Client Security Password Manager . . . . . . . . . . . . . . . . . . . . . 1014.1.4 File and Folder Encryption (FFE) Utility . . . . . . . . . . . . . . . . . . . . . 102

4.2 Planning: Installation considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1034.2.1 Client Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1034.2.2 File and Folder Encryption considerations . . . . . . . . . . . . . . . . . . . 105

4.2.3 IBM Client Security Password Manager . . . . . . . . . . . . . . . . . . . . . 1064.3 Preparation: Prerequisite instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

4.3.1 Before installing the software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

4.4 Preparation: Installation instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1084.4.1 Installing prerequisite device drivers. . . . . . . . . . . . . . . . . . . . . . . . 1084.4.2 Installing the IBM Client Security Software . . . . . . . . . . . . . . . . . . . 109

4.4.3 Installing the Targus PC Card Fingerprint Reader . . . . . . . . . . . . . 111

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4.4.4 Installing the IBM Client Security Password Manager . . . . . . . . . . 112

4.4.5 Installing the IBM File and Folder Encryption . . . . . . . . . . . . . . . . . 1124.4.6 Performing an unattended installation. . . . . . . . . . . . . . . . . . . . . . . 1134.4.7 Upgrading your version of Client Security Software . . . . . . . . . . . . 117

4.5 Implementation: Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1204.5.1 Configuring the IBM Client Security Software . . . . . . . . . . . . . . . . . 1214.5.2 Modifying your security settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

4.5.3 Authentication Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1304.5.4 Registering fingerprints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1314.5.5 Using User Verification Manager protection for Lotus Notes . . . . . 133

4.6 Implementation: Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1344.6.1 Using the User Verification Manager policy editor . . . . . . . . . . . . . 134

4.6.2 Editing a UVM policy on remote clients. . . . . . . . . . . . . . . . . . . . . . 135

4.6.3 IBM Client Security Password Manager . . . . . . . . . . . . . . . . . . . . . 1354.6.4 File and Folder Encryption (FFE) . . . . . . . . . . . . . . . . . . . . . . . . . . 1394.6.5 Using User Verification Manager protection within Lotus Notes . . . 1424.6.6 Using the Administrator Console. . . . . . . . . . . . . . . . . . . . . . . . . . . 1444.6.7 Changing the key archive location . . . . . . . . . . . . . . . . . . . . . . . . . 145

4.6.8 Changing the archive key pair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1454.6.9 Restoring keys from archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

4.7 Usage Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1474.7.1 Windows 2000 and Windows XP clients using Outlook Express . . 1484.7.2 Windows 2000 clients using Lotus Notes . . . . . . . . . . . . . . . . . . . . 1494.7.3 Multiple Windows 2000 clients managed by Tivoli Access Manager150

4.8 Uninstalling Client Security Software . . . . . . . . . . . . . . . . . . . . . . . . . . . 1524.9 Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

4.9.1 Error Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1534.9.2 Setting a supervisor password (ThinkPad) . . . . . . . . . . . . . . . . . . . 1534.9.3 Setting an administrator password (ThinkCentre). . . . . . . . . . . . . . 1544.9.4 Clearing the IBM Embedded Security Chip (ThinkPad) . . . . . . . . . 155

4.9.5 Clearing the IBM Embedded Security Chip (ThinkCentre) . . . . . . . 1564.9.6 Fail counts on TCPA and non-TCPA systems . . . . . . . . . . . . . . . . 1574.9.7 IBM File and Folder Encryption (FFE) Utility known issues . . . . . . 1584.9.8 Installation troubleshooting information. . . . . . . . . . . . . . . . . . . . . . 1604.9.9 Administrator Utility troubleshooting information. . . . . . . . . . . . . . . 1614.9.10 User Configuration Utility troubleshooting information . . . . . . . . . 163

4.9.11 ThinkPad-specific troubleshooting information . . . . . . . . . . . . . . . 1644.9.12 Microsoft troubleshooting information . . . . . . . . . . . . . . . . . . . . . . 1644.9.13 Netscape application troubleshooting information . . . . . . . . . . . . 168

4.9.14 Digital certificate troubleshooting information . . . . . . . . . . . . . . . . 1704.9.15 Tivoli Access Manager troubleshooting information . . . . . . . . . . . 1704.9.16 Lotus Notes troubleshooting information. . . . . . . . . . . . . . . . . . . . 1714.9.17 Encryption troubleshooting information. . . . . . . . . . . . . . . . . . . . . 172

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4.9.18 UVM-aware device troubleshooting information . . . . . . . . . . . . . . 172

Chapter 5. Scenarios Implementing ThinkVantage Technologies . . . . . 1755.1 Migration/rollout scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

5.1.1 PC Migration or upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

5.1.2 PC Rollout Scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1785.1.3 Helpdesk scenario. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 180

5.2 ESS and Rapid Restore Ultra scenario . . . . . . . . . . . . . . . . . . . . . . . . . . 1825.2.1 Installation of CSS and RRU on the same system . . . . . . . . . . . . . 1825.2.2 Usage considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1825.2.3 Possible conflicts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

5.3 Integrating Rapid Restore with ImageUltra Builder . . . . . . . . . . . . . . . . . 183

5.3.1 Service partition setting in ImageUltra Builder . . . . . . . . . . . . . . . . 183

5.3.2 Adding Rapid Restore modules to ImageUltra Builder image. . . . . 1865.4 Integrating Rapid Restore Ultra with IBM Director . . . . . . . . . . . . . . . . . 1895.4.1 Installing Rapid Restore Ultra using IBM Director. . . . . . . . . . . . . . 1895.4.2 Adding Rapid Restore to the IBM Director software dictionary. . . . 1915.4.3 Managing all Rapid Restore Ultra systems as one group. . . . . . . . 193

5.4.4 Receive alert when Rapid Restore is not active on client system. . 1955.4.5 Remotely change the Rapid Restore Ultra backup schedule . . . . . 1975.4.6 Remotely initiate Rapid Restore Ultra incremental backup. . . . . . . 198

5.5 Integrating Rapid Restore Ultra with IBM RDM. . . . . . . . . . . . . . . . . . . . 199

5.5.1 IBM RDM requirements/preparations . . . . . . . . . . . . . . . . . . . . . . . 2005.5.2 Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201

5.6 IBM Director & Asset Depot scenario . . . . . . . . . . . . . . . . . . . . . . . . . . . 2045.7 Software deployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

5.7.1 Integrating Web-D into ImageUltra Builder . . . . . . . . . . . . . . . . . . . 2055.7.2 Integrating Asset Depot into ImageUltra Builder. . . . . . . . . . . . . . . 206

5.8 Asset Depot and Web-D conceptual scenarios. . . . . . . . . . . . . . . . . . . . 206

Appendix A. Rapid Restore batch files . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Appendix B. Additional material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Locating the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215Using the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 215

How to use the Web material . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216

Abbreviations and acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222How to get IBM Redbooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

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Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

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Copyright IBM Corp. 2003. All rights reserved. ix

Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consultyour local IBM representative for information on the products and services currently available in your area.Any reference to an IBM product, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product, program, or service thatdoes not infringe any IBM intellectual property right may be used instead. However, it is the user'sresponsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document.The furnishing of this document does not give you any license to these patents. You can send license

inquiries, in writing, to:IBM Director of Licensing, IBM Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A.

The following paragraph does not apply to the United Kingdom or any other country where such provisionsare inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDESTHIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimerof express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically madeto the information herein; these changes will be incorporated in new editions of the publication. IBM may

make improvements and/or changes in the product(s) and/or the program(s) described in this publication atany time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in anymanner serve as an endorsement of those Web sites. The materials at those Web sites are not part of thematerials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate withoutincurring any obligation to you.

Information concerning non-IBM products was obtained from the suppliers of those products, their publishedannouncements or other publicly available sources. IBM has not tested those products and cannot confirm

the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions onthe capabilities of non-IBM products should be addressed to the suppliers of those products.

This information contains examples of data and reports used in daily business operations. To illustrate themas completely as possible, the examples include the names of individuals, companies, brands, and products.All of these names are fictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.

COPYRIGHT LICENSE:This information contains sample application programs in source language, which illustrates programmingtechniques on various operating platforms. You may copy, modify, and distribute these sample programs inany form without payment to IBM, for the purposes of developing, using, marketing or distributing application

programs conforming to the application programming interface for the operating platform for which thesample programs are written. These examples have not been thoroughly tested under all conditions. IBM,therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy,modify, and distribute these sample programs in any form without payment to IBM for the purposes ofdeveloping, using, marketing, or distributing application programs conforming to IBM's applicationprogramming interfaces.

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Preface

ThinkVantage Technologies brings your IBM PCs one step closer to beingself-configured, self-optimizing, self-protecting, or self-healing to help save youtime and money throughout the life of your systems. In short, ThinkVantageTechnologies let you focus your attention on your business, rather than on yourcomputer.

ThinkVantage Technologies are software tools designed to help customers drivedown IT support costs (in particular, the cost of a PC in managing and supportingsystems after its initial purchase), increase security and decrease the complexity

of todays IT infrastructure.

This Redbook will help you maintain, recover and secure the IBM ThinkVantageTechnologies on IBM and OEM desktops.

This Redbook is volume two of a two-volume set of ThinkVantage TechnologiesRedbooks. It describes how to maintain and recover client systems. The firstRedbook is Using ThinkVantage Technologies: Volume 1 Creating andDeploying Client Systems, SG24-7045.

In addtion, there are two Redpapers that cover IBM Service Offerings whichcomplement ThinkVantage Technology investments:

Using Asset Depot, REDP-3763

Using Web-D, REDP-3764

The team that wrote this redbook

This redbook was produced by a team of specialists from around the worldworking at the International Technical Support Organization, Raleigh Center.

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xii Using ThinkVantage Technologies: Volume 2 Maintaining and Recovering Client Systems

Figure 0-1 Byron Braswell, Dudley Miller, Manoj Babulal, Michael Schmid, David Doyle

Byron Braswellis a networking professional at the International TechnicalSupport Organization, Raleigh Center. He received a B.S degree in Physics andan M.S. degree in Computer Sciences from Texas A&M University. He writesextensively in the areas of networking and host integration software. Before

joining the ITSO three years ago, Byron worked in IBM Learning ServicesDevelopment in networking education development.

Manoj Babulalis a software engineer at IBM India. He has more than 3 years ofexperience in networking and systems management field. He holds a graduationdegree in Computer Science from NIT, Surathkal India. His areas of expertiseinclude networking and remote management solutions.

David Doyleis a PC Technical Advocate for the IBM Personal ComputingDivision in Melbourne Australia. He has 10 years of IT experience in fieldsranging from GIS, Desktop/Server Administration to Image creation and

management. He has worked at IBM for 6 years. His areas of expertise includeImage Ultra, RDM, SDA, SMA, IBM Director and Client Security solutions.

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Preface xiii


Jim Loebachis a software engineer for IBM Personal Computing Divisionsupporting the IBM ThinkVantage Technology software applications in Raleigh,NC. He has worked at IBM for 7 years with experience on hardware and softwareon IBM ThinkPad, NetVista, and ThinkCentre systems. His areas of expertiseinclude all the ThinkVantage applications and the Windows Operating Systems.

Dudley Milleris a Senior Systems Management Professional for IBM GlobalServices, South Delivery Center. He received a B.S. degree in EngineeringScience from The University of Texas at Austin. He has over 15 years ofexperience in the IT industry. His areas of expertise include object orienteddesign and development of electronic software delivery solutions.

Michael Schmidis a IT Specialist at IBM Switzerland. He has been with IBMGlobal Services, Integrated Technologies Services for 6 years . As an IT

Specialist he plans and realizes customer projects in Microsoft environments. Heholds the certification as Microsoft Certified Systems Engineer. His areas ofexpertise include Microsoft infrastructure services and ThinkVantageTechnologies.

Goran Wibranis a Segment Manager for IBM TCO and ThinkVantagetechnologies, based at Research Triangle Park, North Carolina, US. His missionis to help IBM PCD create solutions for cost and resource effective ITmanagement, IT process automation and IT system integration. He is one of

IBM's leading experts on deploying and managing PC-based products. In hisleadership role, he works with the IBM Development teams to create the nextgeneration PC and Server management solutions. He simultaneously continueshis work as a consultant, in helping IBM customers to develop and implementautomated IT processes around the world.

Thanks to the following people for their contributions to this project:

Margaret TicknorLinda RobinsonRufus CredleDavid WattsTamikia BarrowInternational Technical Support Organization, Raleigh Center

Clain AndersonNathan BiggerPhil MenziesCaroline PatzerFletcher StoneDean SuraciAndy TrotterGoran Wibran

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xiv Using ThinkVantage Technologies: Volume 2 Maintaining and Recovering Client Systems

Jeffrey WittIBM RTP

Oscar AguirreIBM Chicago

David GemuendenSyed IrfanBill LeeIBM Austin

Mickey IqbalIBM Alpharetta

James MacKenzieGavin CameronIBM UK, Greenock.

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Preface xv


[email protected]

Mail your comments to:

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6060pref fm Draft Doc ment for Re ie September 24 2003 5 22 pm
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xvi Using ThinkVantage Technologies: Volume 2 Maintaining and Recovering Client Systems

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Copyright IBM Corp. 2003. All rights reserved. 1

Draft Document for Review September 30, 2003 10:38 am 6060ch01.fm

Chapter 1. Introduction

Over the last decade, controlling complexity has been the goal of every ITmanager. While the introduction of the Internet, new devices and processes have

made delivery of service more complex, it has become critical for IT managers tocontain costs. Understanding the total cost of ownership has created thenecessity to seek methods to reduce costs while improving service.

Despite cost reductions in PC hardware costs, many have seen costs rise due toincreased product complexity, proliferation related management and supportissues. Today, the initial cost of buying a PC is the tip of the iceberg. Thisemphasis on cost reductions has imposed the requirement for ways to improvethe overall PC management process.

What has IBM done to alleviate the stress of these costs? IBM has focusedresearch and development efforts around the challenges of reducing total cost ofownership. Through the evaluation of each phase of the PC lifecycle, IBM hasdeveloped a number of technologies in hardware and software to reduce ITmanagement costs. Known as ThinkVantage Technologies, they manage the PCLifeCycle from pre-deploy planning through end-of-life disposition.

Figure 1-1is an overview of the functions performed by various ThinkVantageTechnologies during the hardware/software life cycle of a typical client PC.

1

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2 Using ThinkVantage Technologies: Volume 2 Maintaining and Recovering Client Systems

Figure 1-1 High Level ThinkVantage Technologies Functions

1.1 ThinkVantage Technologies

To address key concerns regarding the reduction of costs and to improve returnon investment (ROI), the ThinkVantage Tools can be implemented individually oras a complete solution. As a result, organizations can integrate these solutionsinto their existing environments to complement existing processes or developnew more cost efficient processes if not already in place.

ThinkVantage Technologies simplify the PC LifeCycle processes in the followingways:

Improves IT resource utilization

Improves IT budget usage

Automates resource intensive tasks

Minimizes Help Desk and Desk Side costs

Reinforce best practices

Delivers low total cost of ownership (TCO)

Image creation

Image deployment

Migration

Recovery Inventory Software dist Support

Retire


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Chapter 1. Introduction 3

a ocu e o e e Sep e be 30, 003 0 38 a 6060ch01.fm

Figure 1-2 Simplifying PC LifeCycle processes

The two volume set of ThinkVantage Technology RedBooks cover the productsthat address each of the functional areas in the PC Lifecycle. These products areintroduced in the following sections.

Rapid Restore UltraIBM Rapid Restore Ultra is a simple managed backup and recovery solution thatprotects computers from software-related system failures. In the event of asystem failure, you can use IBM Rapid Restore Ultra to restore the contents ofthe hard disk to a previously saved state, with recovery times averaging

approximately 20 minutes for a complete restoration. For enterprise use, RapidRestore Ultra allows an IT staff to maintain a set of known recovery imagesstored locally on the system while empowering the end user with separatebackup and recovery capabilities.

Rapid Restore Ultra is discussed in Chapter 2, Rapid Restore Ultra on page 11.

Asset DepotAsset Depot is a cost and resource effective inventory solution, that

complements and leverages the customers investment in ThinkVantageTechnologies. Features included in Asset Depot are easy browser accessibility,minimal resource usage, control of Software license management and centralmanagement.

Image CreationManagement

and Test

DeployImage

InstallClient

MigrateData and

ApplicationSettings

Backup/Recovery

[Remote] Support

Software Updates

Inventory

CascadingDisposal

RDMSDA

ImageUltra Builder

SMA

[SDA/Web-D*]TOOLS

RRU - Rapic Restore UltraSDA - Software Delivery AssistantSMA - System Migration AssistantRDM - Remote Deployment ManagerSDD - Secure Data Disposal

* Service Offerings that complement a customer's ThinkVantage Technology investments

IBM Director Agent

Asset Depot*

SDD

Symantec GHOST

PowerQuest DeployCenter

RRU

IBM DirectorIBM Director AgentIntegration[Access IBM][Access Connections]


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p


Asset Depot is discussed in the ITSO Redpaper Using Asset Depot for InventoryManagement, REDP-3763.

Web-DWeb-D is a Java based Web-enabled software distribution solution thatcomplements and leverages the customers investment in ThinkVantageTechnologies. Web-D uses industry standard components, is simple to manage,easily integrates into an existing customer network infrastructure, iscustomizable, and is very cost effective both at the time of implementation andover the long term.

Web-D is discussed in the ITSO Redpaper Using Web-D for SoftwareDistribution, REDP-3764.

Access IBM and Access HelpAccess IBM and Access Help are comprehensive, on-board help and informationcenters for your computer. They travel with you, eliminating the need to carryreference manuals or user guides.

Access IBM and Access Help are discussed in Chapter 3, The Access IBMexperience on page 65.

Embedded Security SubsystemThe IBM Embedded Security Subsystem, available on select IBM computers,consists of the integrated security chip and IBM Client Security Software(download required). Working together, these components provide security notpreviously available. The integrated security chip provides hardware-basedprotection of critical security information, including passwords, encryption keysand electronic credentials. The security software provides the interface betweensecurity-aware applications and the functionality of the chip. In addition, itprovides support for peripheral security devices that control access to the PC

itself.

Embedded Security Subsystem is discussed in Chapter 4, Embedded SecuritySubsystem on page 97.

ImageUltra BuilderImageUltra Builder was designed to help simplify your image creation,deployment and management. This technology is designed to help enterprisessave time and money and to stay productive with a do-it-yourself tool that canallow you to deploy as few as one image across your enterprise. By combiningmultiple languages, applications and operating systems* into a single hard driveimage, you help eliminate or reduce the need for manual application installation,hardware testing and support. This patent-pending technology lets you better


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control your IT environment, making deployments less painful, and lower ITcosts.

ImageUltra builder allows for the separation of drivers and applications from atraditional image unlike Ghost and PowerQuest DriveImage. By separating these

components, as well as the OS, we greatly reduce the number of images thatneed to be kept. As drivers and applications are updated, there is also no need toopeneach traditional image to apply the updates. For customers already usingGhost or PowerQuest Drive Image, they can incorporate their images intoImageUltra Builder as either semi-portable or system specific images.

For more information regarding ImageUltra Builder, refer to Using ThinkVantageTechnologies: Volume 1 Creating and Deploying Client Systems,SG24-7045.

Software Delivery Assistant (SDA)Software Delivery Assistant addresses the challenge of loading software andhandling the unique software requirements of your company's different businessgroups (finance, marketing, etc.). The SDA tool allows you to create a single setof applications within a business group, thereby reducing your labor costs forsystem deployment and application maintenance.

SDA is discussed in Using ThinkVantage Technologies: Volume 1 Creating andDeploying Client Systems,SG24-7045.

System Migration Assistant (SMA)System Migration Assistant enables custom settings, preferences, and data to bemigrated from a user's former PC to the new PC accurately, efficiently andeffectively. When older computers are refreshed or new computers areintroduced, moving user data and system settings to the new system becomesexpensive and time-consuming. Removing the problems associated withmigration is an important customer satisfaction issue.

SMA is discussed in Using ThinkVantage Technologies: Volume 1 Creating andDeploying Client Systems,SG24-7045.

Secure Data DisposalIBM Secure Data Disposal removes all data on a hard disk drive protectingsensitive information when a drive is re-deployed or retired. After using thisprocess, data will be non-recoverable.

Secure Data Disposal is discussed in Using ThinkVantage Technologies: Volume1 Creating and Deploying Client Systems,SG24-7045.


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Access ConnectionsIBM Access Connections is a connectivity assistant program for your IBMThinkPad computer that allows you to create and manage location profiles. Eachlocation profile stores all of the network and Internet configuration settings thatare needed to connect to a network infrastructure from a specific location such

as home or work. By switching between location profiles as you move yourcomputer from place to place, you can quickly and easily connect to a networkwithout having to manually reconfigure your settings and restarting yourcomputer each time.

Access Connections is discussed in Using ThinkVantage Technologies: Volume1 Creating and Deploying Client Systems,SG24-7045.

IBM DirectorBM Director V4.1 is the newest release of the industry leading client/serverworkgroup manager. IBM Directors tools provide customers with flexiblecapabilities to realize maximum system availability and lower IT costs. With IBMDirector, IT administrators can view and track the hardware configuration ofremote systems in detail and monitor the usage and performance of criticalcomponents, such as processors, disks, and memory.

IBM Director is discussed in Implementing Systems Management Solutionsusing IBM Director, SG24-6188.

Remote Deployment ManagerRDM provides tools to simplify configuration and deployment of operatingsystems and applications. Adding a computer to the RDM database allows forremote installation, maintenance, and software updates on client computers.

1.2 ThinkVantage Technologies process improvements

Using the ThinkVantage tools can help optimize the PC lifecycle to enhancecurrent processes. The two volumes of Using ThinkVantage Technologies aredivided into creation/deployment and maintenance/recovery of the ThinkVantageTechnologies. The tools discussed in these RedBooks are key contributors indeployment optimization. ThinkVantage Technologies allow PCs to be more than

just clients.

ThinkVantage Technologies provides optimization and cost avoidance solutions

for:

Simplified image complexity by delivering a hardware independent imagingsolution


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Improved application deployment by delivering a detached applicationdeployment solution

Rapid transition by delivering a smooth data migration solution

Down the Wire recovery by delivering a managed system recovery and

backup solution Life cycle ends with data removal by delivering a Secure Data Disposal

solution

Additional solutions for security, deployment, management, support, wirelessand more.

Many organizations will relate to Figure 1-3in the times for each part of theprocesses defined. Implementation of the ThinkVantage Technologies will reduce

cost and offer opportunities for companies as illustrated below.

Figure 1-3 TVT tools and simplification of PC LifeCycle Processes

1.3 Implementing a ThinkVantage Technologies solution

Table 1-1 on page 8outlines the efforts required to implement the tools to bediscussed in both books. It also outlines whether training is recommended orrequired to ensure a smooth implementation into an organization.You will noticethat as a worst case, it will take less than two weeks to get staff trained on all of

Image Creation Team Loading Team Install TeamEnd-User

Responsibility Help Desk/Desk-Side Install Team

1-3 day [update]

3-4 weeks [compleximage]

2-3 IT resources

20-40 minper client

2.5-3h persystem

3-4 system/dayper IT resource

1-12h

Generate helpdesk calls

Resources needs to haveallocated funds

COST of DOING business

20-60 minper client

1 day - 1 week

1-2 IT resources

3-5 min

per client

25-30 min per

system15-30 system/dayper IT resource

5-15 min

SLA driven andautomated

50% cost reduction

not uncommonBetter resourceusage

10-15 min

per client

Image CreationManagement

and Test

DeployImage

InstallClient

MigrateData and

ApplicationSettings

Backup/Recovery

Remote Support

Software Updates

Inventory

CascadingDisposal


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the tools mentioned in the chart below. Many of the tools have optional trainingand can be learned through the use of this Redbook or existing productdocumentation.

Table 1-1 Implementing ThinkVantage Technologies

IBM PCD Tool People needed toimplement

Process changerequired

Training needed

Imaging

ImageUltra

Builder

2-5 skilled Administrator for

Large Enterprise Company

1 skilled Administrator for SmallMedium Business Company

Yes, to build image,

but the deployment

of image remainssimilar

Yes, Required

2 day training

SoftwareDelivery

Assistant (SDA)

1-3 skilled Administrator for LE

1 skilled Administrator for SMB

Yes, to regroupapplications by line

of business or dept.

Optional1 day training

Network

Deployment

Rapid

DeploymentManager (RDM)



No existing process

with imagedeployment best

practice

Yes, recommended

1 day training

Migration

SystemMigration

Assistant (SMA)

1 skilled Administrator for LEand SMB

No existing processwith automated

migration beat

practice


Recovery

Rapid RestoreUltra (RRU)

1 skilled Administrator for LEand SMB

Yes, to createhidden recoverypartition on local

hard drive


Management

IBM Director

Agent



No, existing

process withsystem

management best

practice

Included in IBM

Director training

IBM Director 1-3 skilled Administrator for LE


No, existingprocess with

system

management bestpractice

Yes, recommended2 day training

AssetID 1-3 skilled Administrator for LE


No, existing

process with assetmanagement

practice

Included in IBM

Director training

Disposal

Secure Data

Disposal

1 IT staff for LE and SMB No, existing

process with HardDrive Data Disposal

best practice

Optional

1 day training


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Low Med High

Note:The scale is relative to the other TVT Uptime and Migration Tools and

not a measure of good, average and poor.


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2.1 Introducing Rapid Restore Ultra

In this section we introduce you to the features, components and workings ofRapid Restore Ultra V3.01 SP1.

2.1.1 Rapid Restore Ultra features

Rapid Restore Ultra enables you to perform the following functions:

Save files to a local service partition - Rapid Restore Ultra uses a hidden,locked partition on the local hard disk for storage known asservicepartition,thereby minimizing the use of network bandwidth during a backup and restoreoperation.

Restore system to any of 3 backed-up levels- Rapid Restore Ultra in anormal installation can store three levels of backup images. This gives theuser more flexibility in backup management. Refer to 2.1.2, Rapid RestoreUltra backup methodology on page 13for information on different backuplevels.

Restore files after an operating-system failure - Under normalcircumstances, you can use Rapid Restore Ultra from the Windows interface.However if an operating-system failure prevents you from accessing theWindows interface, you can use the pre-OS interface known as F11 recovery

console to perform a full system-recovery operation. Protects the entire software image including user data-Rapid Restore

Ultra protects the entire hard disk content thereby protecting the Windowsoperating system, software applications, registry settings, network settings,service packs, desktop settings, and user data files.

Archive backup images to CD-Rs-If your computer has a CD-Read/Writedrive, Rapid Restore Ultra gives you the option to archive backup images toCD-Rs, thus providing an additional level of protection. These recovery CDs

can later be used to restore the contents of the hard disk onto a new hard diskin the event of a hard disk failure.

Support enterprise-wide recovery and backup policies -Rapid RestoreUltra supports a command-line interface which can be used with systemsmanagement tools to integrate enterprise-wide recovery and backup policies.

Restore individual files - Rapid Restore Ultra enables you to view, selectand recover one or more individual files from a backup image. You canrecover any file that is stored in a file-based backup (incremental backup type)

image. For details on using this feature, see Restoring individual files onpage 37.

Exclude specific files from a backup-Rapid Restore Ultra enables you toexclude specific files during a backup operation. The exclude option gives the

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Chapter 2. Rapid Restore Ultra 13

user a way to prevent unwanted files from being backed up, thereby reducingbackup image size and hence enables the backup to be performed morequickly.

Save backups to the IBM portable USB 2.0 hard drive-Rapid RestoreUltra can also save backups on IBM USB hard drive, making backup

protection more robust and giving user the capability to restore the system incase of hard disk failure. Only IBM USB hard drives are supported.

2.1.2 Rapid Restore Ultra backup methodology

Rapid Restore Ultra (RRU) presents backups in a time/date format for the enduser. The different backup levels in Rapid Restore Ultra are as shown inFigure 2-1.

Figure 2-1 Rapid Restore Ultra backup architecture

There is one basebackup image known asA0. A0 gets created during the RapidRestore Ultra install and becomes the foundation for later levels of backupsknown as incrementalbackup images. Incremental backups are user initiatedbackups and/or scheduled backups taken in Windows mode. For incrementalbackups to work, the base image A0 must be uniquely created on each targetPC. The A0 image is unique to each machine.

For IT administrators use, Rapid Restore Ultra also gives the option of creating

two uniqueAdministrator images known asA1andA2. These images aresimilar to the base backup image except that they do not support incrementalbackups.

Base Image

(A0)

Cumulative

(B)

Most recent

(C)

Adminstrator

Image 1 (A1)Adminstrator

Image 2 (A2)

Only onebase image

Each cumulative imagereplaces the previouscumulative image

Each most recent imagereplaces the previousmost recent image

Only two optionaladministrator images

BASE

LEVEL

CUMULATIVE

LEVEL

MOST RECENT

LEVEL


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The normal installation of Rapid Restore Ultra uses only one base image (A0)and successive incremental backups (a combination of B and C images). This isrepresented graphically in Figure 2-2.

Figure 2-2 How backups are managed over time for ThresholdCBackupCnt value of 2

Figure 2-2 shows the base image (A0) created during Rapid Restore Ultra install.

A0 never changes unless it is forced to be. Retaking A0 is supported but is notpart of the normal operation of Rapid Restore Ultra. Details on retaking the A0backup are described later in How to reset the A0 backup on page 57.Scheduled backups or user-initiated backups are incremental in nature becausethey only store the differences between successive backup levels. The stepsbelow give the sketch of how incremental backups proceed after the creation ofA0 image.

1. Create (replace if already present) Cumulative (B) backup.

2. Create (replace if already present) Most Recent (C) backup.

3. Repeat step 2 until Most Recent (C) backup is updated (including creation) ntimes.

nis the value of ThresholdCBackupCnt key in file PCREC.TXT (before install)or file PCREC.INI after installation. The default value is 7. To learn more oncustomizing options before installation, refer to 2.4.2, Customizing RapidRestore install options on page 42. To modify options after install refer theModifications to pcrec.ini on page 56.

4. Go to step 1 for next backup.

Base Image

(A0)Base Image

(A0)Base Image

(A0)Base Image

(A0)Base Image

(A0)Base Image

(A0)

Cumulative

(B)

V1

Cumulative

(B)Cumulative

(B)

V1 V1

Cumulative

(B)

V2

Cumulative

(B)

V2

Most recent

(C)

V1.1

Most recent

(C)

V1.2

Most recent

(C)

V2.1

Installation Backup #1 Backup #2 Backup #3 Backup #4 Backup #5

T0 T1 T2 T3 T4 T5

Time

. . .


2 1 3 R id R t Ult t

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2.1.3 Rapid Restore Ultra components

Rapid Restore Ultra includes the following main components:

Windows interface -Rapid Restore Ultra includes a Windows interface thatenables the end-user to customize its behavior. From this interface, the user

can define a backup schedule, initiate a backup, create an archive (onCD-Rs), restore the system from a backup and select individual files torestore.

Enterprise administrators can disable this interface to enforce acompany-wide policy (see GUIGroupsetting in Custom settings in

\rrpcgui\RR.INI on page 47). Many of these functions can also be performedusing the command-line interface.

F11 interface-The F11 interface allows to restore a system that is unable to

boot to the Windows operating system. During the system startup, the user isinformed that pressing F11will launch a recovery menu. In some cases,pressing F11 will display the ImageUltra menu or the IBM Product Recoverymenu, which list IBM Rapid Restore Ultra on their menus. Otherwise, pressingF11 will display the Rapid Restore Ultra menu. F11menu gives a list ofbackups from which the system can be restored.

Command-line interface -The command-line interface can be used fromboth Windows and DOS. This interface is intended for large-enterpriseadministrator use.

Onscreen help-Rapid Restore Ultra online help can be accessed from theHelpmenu in Rapid Restore Ultra GUI in Windows.

Hidden Protected Area (HPA) compatibility -IBM Rapid Restore Ultra iscompatible with the HPA (Hidden Protected Area - a special kind of firmwaresecured hard disk partition found in newer IBM ThinkPads and desktopsystems). However Rapid Restore Ultra does not use HPA for storingbackups. The backups are stored in separate service partition.

2.2 Installing Rapid Restore Ultra

If you purchased an IBM computer manufactured after 10/1999, you can use IBMRapid Restore Ultra on your IBM client system. A list of all IBM computerssupported by Rapid Restore Ultra is maintained at the following URL:

http://www-3.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-4Q2QAK

The following table lists all the IBM computers supported by Rapid Restore Ultraa the time this book was published.


Table 2 1 IBM computers supported by Rapid Restore Ultra
http://www-3.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-4Q2QAKhttp://www-3.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-4Q2QAK

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Table 2-1 IBM computers supported by Rapid Restore Ultra

It is recommended that you download the latest version of Rapid Restore Ultrafrom th IBM website. You can download from

http://www.ibm.com/pc/support/site.wss/MIGR-4Q2QAK.html

Alternatively, you can visit the IBM systems support website

http://www.pc.ibm.com/support

and search for Rapid Restore Ultra.

2.2.1 Rapid Restore Ultra requirements

Rapid Restore Ultra requires following system configurations and requirementsto be met before installation:

Single disk drive - Only one hard disk (primary hard disk) is protected. RapidRestore Ultra supports up to three primary partitions. Rapid Restore Ultra

System Type

ThinkCentre A30 2296, 8191, 8198, 8199, 8316, 8434

ThinkCentre A50 8320, 8419

ThinkCentre A50p 8192, 8193, 8194, 8195, 8196, 8197, 8432, 8433

ThinkCentre M50 8185, 8186, 8187, 8188, 8189, 8190, 8413, 8414, 8415

ThinkCentre S50 8183, 8184, 8416, 8417, 8418

ThinkPad A20m, A20p, A21e, A21m, A21p, A22e, A22m, A22p, A30, A30p, A31,

A31p, G40, R30, R31, R32, R40, R40e, S30, T20, T21, T22, T23, T30,

T40, T40p, X21, X22, X23, X24, X30, X31, TransNote

NetVista 2169, 2194, 2196, 2197, 2251, 2254, 2255, 2256, 2257, 2271, 2275, 2289,2292, 6018, 6058, 6059, 6266, 6269, 6270, 6276, 6279, 6280, 6286, 6336,

6337, 6339, 6341, 6342, 6343, 6345, 6346, 6347, 6348, 6349, 6350, 6568,

6569, 6578, 6579, 6599, 6647, 6648, 6649, 6650, 6790, 6791, 6792, 6793,

6794, 6795, 6822, 6823, 6824, 6825, 6826, 6830, 6831, 6832, 6833, 6837,

6838, 6840, 6841, 6842, 6847, 6848, 6881, 8181, 8182, 8301, 8303, 8304,

8305, 8306, 8307, 8308, 8309, 8310, 8311, 8312, 8313, 8314, 8315, 8317,

8318, 8319

PC 300 2169, 6344, 6345

PC 300GL 6272

PC 300PL 6562, 6565, 6584, 6592, 6594, 6862, 6871, 6872, 6890, 6892

PC 300XL 6588


installation will abort on systems having an extended partition SCSI drives
http://www.ibm.com/pc/support/site.wss/MIGR-4Q2QAK.htmlhttp://www.pc.ibm.com/supporthttp://www.pc.ibm.com/supporthttp://www.ibm.com/pc/support/site.wss/MIGR-4Q2QAK.html

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installation will abort on systems having an extended partition. SCSI drivesare not supported.

20-40 percent of the hard disk space is available -Rapid Restore Ultra willutilize this space for storing all backups during the lifecycle of the system.

No third party boot manager is installed - Rapid Restore Ultra will install aboot manager that will enable the F11interface during system startup. Anypre-existing boot manager will be overwritten. Rapid Restore Ultra cannot beused in conjunction with any other backup or utility software that modifies theMaster Boot Record (MBR). Software that modifies the MBR might renderRapid Restore backups inaccessible for restoration. Such software includes,but is not limited to Roxio GoBack, VCOM System Commander, NovellZENworks and PowerQuest BootMagic.

Supported operating systems -Rapid Restore Ultra is compatible with

following non-server operating systems:

Microsoft Windows XP

Microsoft Windows 2000 Professional

Installation time -Installation time will differ from system to system. Theinstall time depends on initial backup time which is proportional to the harddisk data size being backed up.

USB drive backup support - Only IBM USB hard disk drives can be used for

the optional USB backup feature that IBM Rapid Restore Ultra provides.

2.2.2 Rapid Restore Ultra installation

This section describes Rapid Restore Ultra installation on an IBM system havingWindows XP Professional. This installation is described from a single userperspective who does a manual install on a single system. IT administrators canchoose the custom install method described in 2.4.1, Obtaining the RapidRestore Ultra for custom install on page 40.

Important:By default, Rapid Restore Ultra does not run backgroundoperations (such as scheduled backups) if a non-administrative user or nouser is logged in. To enable Rapid Restore Ultra to run background operationsfor all users, you must enable Rapid Restore Ultra to run as a service. Thisdecision must be made before installing Rapid Restore Ultra. To do this, setRunAsService=1in file \INSTALL.INI of the custom install package. See 2.4.1,Obtaining the Rapid Restore Ultra for custom install on page 40to get thecustom install package.


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1. Download the installable program from the IBM website (see beginning of 2.2,Installing Rapid Restore Ultra on page 15). Execute the installable program.If you are installing on an non-IBM computer, the install process aborts withan error message as shown in Figure 2-3.You will need to buy a license torun Xpoint Rapid Restore on non-IBM systems. Visit Xpoint

http://www.xpoint.com

for more details about purchasing Xpoint Rapid Restore for non-IBM systems.

Figure 2-3 Installation abort message on non-IBM system

2. The first window you see during installation gives an introduction of RapidRestore Ultra. Read the information and clickNext.

3. The next window gives the approximate time that would be taken for installand initial backup. Click Next.

Note:The steps shown below may vary when you do an install on your systemdepending on the system configuration at the time of installation and theoptions you choose during installation.


4. In the next screen, a set of backup options is presented to choose from.
http://www.xpoint.com/http://www.xpoint.com/

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, p p p

Figure 2-4 Backup configuration screen

Each backup option is described briefly as follows:

Backup to Primary Hard Drive Only

The Backup to Primary Hard Drive Onlyoption configures RapidRestore Ultra to store backups on your primary hard drive by creating aservice partition on the hard disk. This enables the recovery of the primaryhard disk from its own service partition. You can change this option later

(refer to 2.2.3, Enabling backup support on a USB drive after install onpage 23).

Backup to Both Drives

The Backup to Both Drivesoption configures Rapid Restore Ultra tostore backups on both your primary hard disk drive and a USB drive.Choosing this option enables you to recover your system from either theprimary hard disks service partition or USB drives service partition.

For every backup operation, Rapid Restore Ultra ensures that the backupdata on the USB drive is in sync with that of primary hard disk. In the eventyour USB drive was not attached to the system during the backup time, theUSB drive is automatically synchronized the next time you connect it to


your system. There are several reasons why you may want to incorporate

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y y y y y ptwo storage devices in your backup strategy. One reason for doing so isthe added protection inherent in redundant backup strategy. For example,if one of your backup devices is not available (for example: damaged,stolen, etc.) you can still restore from the other storage device.

We will select this option for further description of our installation processin this section.

Backup to USB Drive Only

Selecting the Backup to USB Drive Onlyoption configures RapidRestore Ultra to store backup data on IBM USB drive only. The USB DriveOnlyoption is useful in scenarios where there is not enough space onyour primary hard disk to store backup data.

When this option is chosen, a service partition is created on USB drive tostore all the backup data. However a thin partition still gets created on youron your primary hard disk to store some necessary pre-operating systemprograms and data files.

5. This dialog (Figure 2-5) appears if USB drive is included in backup strategy.Click OK.

Figure 2-5 Message displayed before resizing USB drives existing partition

6. In the next screen (Figure 2-6), you select the backup option OngoingorOne-time protection. These options are described as follows:

Ongoing protection (recommended)

Note:The restore operation from a USB drive will take a longer time than thatfrom a standard hard disk drive since USB drives are slower than the standardhard disks.

If you select Backup to Both Drives orBackup to USB Drive Onlyoptionand later decide to change, you would need to uninstall and then reinstallRapid Restore Ultra.


The Ongoing protectionoption allows you to have multiple backup

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images. That is, the base backup image and the incremental backups.Refer to for different image types. This option reserves 20 to 40% of harddisk space to accommodate the base backup image and incrementalbackups.

One-time protection

The One-time protectionreserves the hard drive space for the creation ofonly one backup level. That is, the base backup image. However later ifyou make incremental backups, the service partition is resized toaccommodate new backups.

Figure 2-6 Backup configuration screen

7. A startup diskette must be created if the system has no prior service partitionor Hidden Protected Area (see page 2.1.3, Rapid Restore Ultra componentson page 15for information on HPA). The floppy disk drive must be attached tothe system prior to the start of installation.


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Figure 2-7 Message prompt to indicate startup diskette creation is required

8. After the startup diskette is created, reboot from the startup diskette to createa service partition in DOS mode. On creation of service partition, you will seea message that reads Partitioning is complete.Remove the diskette andpress any key to restart the system.

9. On restart, the operating system processes the new partition and reboots. Atthis time the base backup image is created in DOS mode (Figure 2-8).

Figure 2-8 Screen showing backup progress status

This process requires a substantial amount of time. Connect

your mobile computer to an AC power supply.

Do not turn off your computer during the restore process;however, if you do lose power, restart the restore process.

IBM Rapid Restore Ultra

Backup

X powered by Xpoint

[ Progress ] [ 50%]


10.After the base backup is done, the system boots back in Windows. Amessage as shown in Figure 2 9 is displayed indicating that Rapid Restore is

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message as shown in Figure 2-9is displayed indicating that Rapid Restore issuccessfully installed (If the USB drive is also included in backup strategy, thecreation of service partition in USB drive and its synchronization will happenat this stage).

Figure 2-9 Message box informing completion of Rapid Restore install

2.2.3 Enabling backup support on a USB drive after install

If you did not configure backup support on a USB drive during install of RapidRestore Ultra (meaning you selected Backup to Primary Hard Drive OnlyinFigure 2-4 on page 19), you can do so later by following the Start -> Programs-> Access IBM -> IBM Rapid Restore Enable USB menu sequence.

2.3 Using Rapid Restore UltraThis section describes how to perform:

Backup operations - see 2.3.1, Backing up your system on page 23.

Restore operations - see 2.3.2, Restoring your system on page 29.

Archive operations - see , Archiving backups on page 28.

Migration to a new hard disk - see 2.3.4, Migrating to a new hard disk drive

on page 38.

2.3.1 Backing up your system

During the installation process, Rapid Restore Ultra creates the base backup.Incremental backups can be taken on-demand or scheduled. The followingsub-sections give a brief procedure on how to perform manual backup and set aschedule for automated backups.


Procedure to initiate a manual backup1 O th R id R t i d th h St t P A IBM

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1. Open the Rapid Restore window through Start -> Programs -> Access IBM-> IBM Rapid Restore Ultramenu sequence. Select Backup -> BackupNowoption from menu. A window displaying current backup state is displayed(Figure 2-10).

Figure 2-10 Manual Backup - details of current backup information

You can exclude some files from being a part of the new backup. To do that,click ExcludeFilesbutton (bottom left corner in Figure 2-10).


2. You can only exclude files that were not included in previous backups(filenames having grey checkboxes as shown in Figure 2-11 indicate that they

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(filenames having grey checkboxes as shown in Figure 2 11indicate that theyare already included in base backup or previous incremental backup).

Figure 2-11 Exclude files from backup

In Figure 2-11 we have selected three files for exclusion. Though they are notlarge files, we have selected them to illustrate the process. Excluding large,unimportant files helps to reduce backup image size and the backup process

time. For example, you might consider excluding your Lotus Notes localdatabase replicas since they are always available on the Lotus Notes server.

Click Nextto continue.


3. The incremental backup progress is displayed (Figure 2-12).

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Figure 2-12 Backup progress status window

4. On completion, you will see a message as shown in Figure 2-13.

Figure 2-13 Backup completion notification

Note: Incremental backup requires that system windows such as WindowsExplorer, Internet Explorer or My Computer window be closed before backupcan start. You will be prompted to close them if they are open.


If the USB drive is also part of backup strategy, backup sychronization onUSB drive will be initiated at this stage (Figure 2-14).

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g ( g )

Figure 2-14 Synchronizing service partition on USB drive with primary hard disk backup

Scheduling backupsThe schedule feature enables automated backups to take place on a daily,

weekly or monthly basis at a day and time of your choosing. Weekly schedulebackups are enabled by default. To change the schedule:

1. Open the Rapid Restore console by selecting Start -> Programs -> AccessIBM -> IBM Rapid Restore Ultra menu sequence.


2. Select Backup -> Schedule Your Backupsfrom menu. You will see thescreen as shown in Figure 2-15. You can configure the frequency and

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schedule time of the automated backups.

Figure 2-15 Configuration schedule for automated backups

You can also disable schedule backups by selecting the Offradio button.

Archiving backupsRapid Restore Ultra enables you to create a set of recovery CDs which you canuse to recover your system in events like hard disk failures. The system shouldhave a CD-Read/Write drive. Rapid Restore Ultra supports only CD-R media for

archive (CD-RW media is not supported because it is more susceptible to dataloss or accidental erasure). To start an archive operation:

Note:Scheduled backups will not take place if your computer is powered off(shut down) or is in sleep mode (standby) when a backup operation isscheduled to take place. Rather, when you start/awake your computer, RapidRestore Ultra prompts you to begin the missed backup operation at that time.


1. Open the Rapid Restore console by selecting Start -> Programs -> AccessIBM -> IBM Rapid Restore Ultramenu sequence. Select Backup ->A hi Y B k f

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Archive Your Backups from menu.You will see a window as shown inFigure 2-16.

Figure 2-16 Archive backup screen

2. Follow the on-screen instructions to complete the archive process.

2.3.2 Restoring your system

Rapid Restore Ultra enables you to recover or restore your system from different

media and different states as listed below:1. Restore from the systems hard disk

a. Restore in pre-OS or DOS mode

Note:If the menu item Archive your backupsis grayed (not enabled) then

either the CD-Writable drive is not present in your system or it is not properlyconfigured. Note that USB and FireWire CD drives are not supported.


b. Restore in Windows mode

2. Restore from an IBM USB drive

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3. Restore from a set of archive CDs.

Restoring in Windows modeThis option is chosen when you can boot in Windows but might want to restoreyour system in events such as unintentional deletion of required data, virusproblems, performance degradation, etc. However you can only restore data thathas been backed up previously in one of Rapid Restore Ultras backup images.

Following steps describe a restore operation in Windows mode:

1. Open Start -> Programs -> Access IBM -> IBM Rapid Restore Ultra.

2. Close all other applications.3. Select Restore -> Restore your system. You will see a window as shown in

Figure 2-17.

Figure 2-17 Restore your system window


4. Select the backup state you want to revert to based on date and time ofbackups listed. Click OKto continue.

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5. At this stage, you are given the option to continue or cancel the restoreoperation. This is the last chance to cancel the restore operation. All the datathat was created since the selected backup will be lost. A warning window will

be displayed (Figure 2-18).

Figure 2-18 Data erase alert window

6. After a reboot, the restoration operation will proceed. Restore operations arefull image restore operations in the sense that first the base backup image isrestored (in DOS mode) and then the incremental backup data is restored (inWindows mode).

Restoring in pre-OS modeIn the event of a complete operating system failure, or if you are unable to startthe Rapid Restore Ultra application in Windows, you would choose the pre-OSinterface to restore.

Following is the procedure to restore your system in pre-OS mode:

1. During the system startup, press F11 when you see a message similar to this:

To start the system recovery program, press F11

Note:In some cases pressing F11will show an intermediary windowprompting you to select an application. If this occurs, select Rapid RestoreUltra recovery. In some other cases (such as on IBM ThinkPad T40) you mustchoose the Access IBMmenu on system startup by pressing the Enterkey orpressing the Access IBMkey on the ThinkPad keyboard. Then you can pressF11to enter recovery menu.


2. When the Rapid Restore Ultra recovery menu displays (Figure 2-19), use thearrow keys to highlight the desired recovery option and press the Enterkey toproceed with the restore operation

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proceed with the restore operation.

Figure 2-19 Restore menu showing multiple backup images


Restore


your mobile computer to an AC power supply before continuing.

ESC = reboot UP/DOWN = Move highlight ENTER = Select

[ Progress ] [ 0%]

[ Please choose which backup to restore ]2003/7/18 11:09 Base Backup7/18/2003 at 11:16 Cumulative Backup7/18/2003 at 11:19 Most Recent Backup


3. You will be asked to confirm this restore operation (Figure 2-20).

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Figure 2-20 Confirmation dialog to start restoration of selected image


ESC = reboot UP/DOWN = Move highlight ENTER = Select

You have chosen to restore your system to:

"7/18/2003 at 11:19 Most Recent Backup"

This will result in loss of any changes to your system(including user application data files) which are morerecent than the selected time and date.

Restore may require several reboots to complete the restore.

Would you like to perform the restore?

Yes No


4. Rapid Restore Ultra restoration progress will be displayed as shown inFigure 2-21.

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Figure 2-21 Screen showing restore process in progress

5. After base backup is restored in DOS mode, the system boots back toWindows.

6. If any incremental backup restore was a part of the restore image, it happensnow.


your mobile computer to an AC power supply.

Do not turn off your computer during the restore process;

however, if you do lose power, restart the restore process.


Restore

X powered by Xpoint

[ Progress ] [ 27%]


R t f B B k i l t d f ll

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Figure 2-22 Incremental backup restore message in Windows mode

Restoring from an IBM USB driveIf you have an IBM USB drive in your Rapid Restore Ultra backup strategy, youcan use it to recover your system in events such as hard disk failure where youcan replace the hard disk and start restoring from USB drive.

To restore from an IBM USB hard drive, the USB drive must be accessible inpre-OS mode (or in DOS mode). Here are the some of the ways to do that:

1. Boot from USB drive: Some system BIOS support booting from USB hard

drives. In this case, you can directly boot from the IBM USB drive andproceed with restore operation. You may need to modify the startup sequencein BIOS setup interface.

2. Boot from diskette: You can create a boot diskette which will make the USBdrive accessible. To create such a boot diskette follow these steps:

a. Open Start -> Programs -> Access IBM -> IBM Rapid Restore mediacreatoron a system having Rapid Restore Ultra installed.

b. Select the tab Boot from diskette (Figure 2-23) and click Create bootdiskettebutton.

Note:It cannot be a USB floppy disk drive.

Restore from Base Backup is completed successfully.

Please wait while restoring system from Most Recent Backup.


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Figure 2-23 USB boot media creator

3. Boot from CD:If the system to be recovered does not have a floppy drive buthas a CD drive, you can create a bootable CD which can make USB driveaccessible in pre-OS mode. To create such a boot CD follow these steps:

a. Open Start -> Programs -> Access IBM -> IBM Rapid Restore mediacreatoron a system having Rapid Restore Ultra installed.

b. Select the tab Boot from CD(Figure 2-23). Use the specifiedISOimageto create a bootable CD.

Restoring from archived CDsRapid Restore Ultra can restore your system from archived recovery CDs (if youhave archived backups on CD-Rs as shown in Archiving backups on page 28.

To restore a system from archived CDs, follow the instructions listed below:

1. Boot from the archive CD-R (Volume 1) CD.2. The system boots up in DOS mode and you are prompted to continue with the

restoration process. Press the Y key to continue.

3. You are reminded that restoring your system will delete all existing data and

you are prompted to confirm the initiation of the restoration process. Press theYkey to continue.

Note:If your system does not boot from CD drive, you must change yourBIOS startup sequence.


4. You can view the restorations completion percentage by viewing theonscreen progress bar. Depending on the size of your service partitionarchive, you may at some point during the restoration process be prompted toi t CD V l 2 CD V l 3 t

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insert CD Volume 2, CD Volume 3, etc.

Restoring individual filesRapid Restore Ultra enables you to recover individual files from incrementalbackups (B and C backups - see 2.1.2, Rapid Restore Ultra backupmethodology on page 13). The restoring individual file(s) feature is extremelyuseful if you have accidentally lost some important files. However the files canonly be restored if they were backed up in one of the previous incrementalbackups.

To recover one or more individual files, follow these steps:

1. Open Start -> Programs -> Access IBM -> IBM Rapid Restore Ultraandchoose Restore -> Restore files.

Alternatively, you can double click on Single File Restoreicon in MyComputerwindow.

2. The Restore file explorer window appears as shown in Figure 2-24. The userinterface is similar to Windows explorer window.

Figure 2-24 Individual files restore window

3. Click the Single_File_Restoreicon shown in the right pane of the window.You will see subfolders like:

Note:You can only restore individual files from incremental backups. Files that

are backed in base backup image cannot be restored individually.


Drive(C)_Cumulative_Backup_xx_xx_xx_At_xx_xxxx

Drive(C)_Most_Recent_Backup_xx_xx_xx_At_xx_xxxx

(where xx xx xx At xx xxxx is the date and time the backup image was

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(where xx_xx_xx_At_xx_xxxx is the date and time the backup image wascreated or last updated)

4. Locate the file that needs to be restored by exploring these subfolders.5. Right click on the selected file and click Restore(Figure 2-25).

The restore process will restore the file in the same location from where it wasbacked up previously. If such path does not exist, it will create that folder/pathand restore the file in it.

Figure 2-25 Selecting the file to be restored from Single File Restore window

2.3.3 Running Rapid Restore Ultra service

By default, Rapid Restore Ultra does not run background operations (such as

scheduled backups) if a non-administrative user or no user is logged in. Toenable Rapid Restore Ultra to run background operations for all users, you mustenable Rapid Restore Ultra to run as a service. This decision must be madebefore installing Rapid Restore Ultra. To do this, set RunAsService=1in file

\INSTALL.INI of the custom install package. See 2.4.1, Obtaining the RapidRestore Ultra for custom install on page 40 to get the custom install package.

2.3.4 Migrating to a new hard disk drive

IBM Rapid Restore Ultra can move your backup files onto a second drive. This isvery helpful when your current disk drive starts to get full or when you areupgrading your computer.


Note:For migration, the new hard disk drive must be larger in capacity thanthe first disk drive.

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To migrate your data, follow this process:

1. Initiate a manual backup operation (refer to Procedure to initiate a manualbackup on page 24) on your current hard drive to ensure the backup is thelatest.

2. When the backup procedure is complete, attach the second hard disk drive tothe computer.

3. From the Windows desktop, click Start-> Run.

4. Run c:\program files\xpoint\pe\skin\migrate.exe.

5. While the migration is taking place, a progress bar is displayed. When themigration is complete, the progress bar will disappear. There will be no otherindication that the migration process is complete.

6. Start the computer from the second hard drive. The DOS-based recoverymenu will be displayed.

7. Select the backup that you want to restore and proceed.

2.3.5 Uninstall Rapid Restore Ultra

1. Open the Add/Remove programswizard from Control Panel.

2. Select Rapid Restore Ultraand click the Removebutton.

3. You will be asked to reboot the system to complete uninstall (Figure 2-26).Click OK.

Figure 2-26 RRU Uninstall - reboot prompt dialog


Note:Quite often during uninstall the window shown in Figure 2-26may gethidden under other application windows (for example: Control Panel window).In such case, press Alt+Tab keys to switch between windows and select the

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2.4 Rapid Restore deployment in an enterprise

This section is int

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