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AIX Installation in a Partitioned Environment

System Backup, Dump, and Storage Management

Most system backup, dump, and storage-management solutions depend on I/O devices. On a partitioned system, I/O devices (such as tape or CD-ROM) are not always available to all partitions. This chapter offers recommended solutions to minimize transfer of I/O devices among partitions.

System Backup

A system backup is a copy of the root volume group (rootvg) of your system and is often referred to as a mksysb, in reference to the command used to create the system backup. The root volume group contains the following:

All mounted JFS (Journaled File Systems) and JFS2 (Enhanced Journaled File Systems) in the rootvg are backed up. Paging space and logical volume information is saved so that the rootvg will be recreated as it was when the system backup is reinstalled. If there are JFS or JFS2 file systems that are not to be backed up, you can use an exclude list or you can unmount them before the backup is made.

The following table describes the methods you can use to back up a system.

Table 12. System Backup Methods
Backup Method Considerations
NIM* Allows fast backup and recovery of a partition. Because all images are backed up to one system (NIM master), you should also back up that system and images to other physical media (tape, CD-RW, DVD-RAM).
mkcd command Allows creation of a bootable system backup to CD-ROM or DVD-RAM. You can provide an existing mksysb image from another partition if the backup device is not available at the partition being backed up.

The mkcd -r command allows backup (not bootable) of images and files to a CD-RW or DVD-RAM.
mksysb command with a tape device Creates a bootable backup only on the partition the drive is connected to. Must boot from CD or tape to reinstall.

Remote tape drives are supported with Sysback (for more information, see http://sysback.services.ibm.com).

* Recommended Method

For more information regarding system backups, refer to the AIX 5L Version 5.2 Installation Guide and Reference. Other options offered during backup creation are excluding file or directories, as well as creating map files so that the system is restored to exactly the same physical partitions on the disk.

Creating a System Backup

You can create a system backup by using one of the following methods:

Using NIM

With the NIM environment, you can create a system backup that is a selectable resource. That selectable resource can be used to reinstall the partition on which it was created, or it can be cloned to another partition. Because of its flexibility, NIM is the recommended method to back up and reinstall your partitions.

To use NIM to create a system backup, do the following:

  1. If your partitions were installed with NIM, go to step 5.
  2. On your NIM master, to determine whether your partition is already defined as a NIM client, type:
    # lsnim -t standalone
  3. If the target partition is not already a NIM client, configure it by running the following on the target partition:
    # smitty niminit
  4. On your NIM master, run the following to define the target partition (the partition to be backed up) as a NIM client:
    # smitty nim_mkmac
  5. On your NIM master, type the following to open the Define a Resource menu:
    # smitty nim_mkres
  6. Select mksysb and type the appropriate information. This menu defines the mksysb resource and also creates the system backup image.
    Note
    Be sure to change the CREATE system backup image? selection to yes.
                                    Define a Resource
    
    Type or select values in entry fields.
    Press Enter AFTER making all desired changes.
    
                                                         [Entry Fields]
    * Resource Name                                      [P1_backup]
    * Resource Type                                       mksysb
    * Server of Resource                                 [master]                  
    * Location of Resource                               [/export/nim/mksysb/P1_backup]
      Comments                                           []
      
      Source for Replication                             []                       
                      -OR-
      System Backup Image Creation Options:
        CREATE system backup image?                       yes                      
        NIM CLIENT to backup                             [system1]                 
        PREVIEW only?                                     no                       
        IGNORE space requirements?                        no                       
        EXPAND /tmp if needed?                            no                       
        Create MAP files?                                 no                       
        Number of BLOCKS to write in a single output     []                        
         (leave blank to use system default)
        Use local EXCLUDE file?                           no                       
         (specify no to include all files in backup)
                      -OR-         
        EXCLUDE_FILES resource                           []                        
         (leave blank to include all files in backup)       

Using CD Media

If you have a CD-RW or DVD-RAM connected to one of your partitions, you can create bootable system backups. You can use the mkcd command to create a bootable image on or mount a mksysb image to another partition or system that has the device to create and burn the bootable image. Therefore, the device can be assigned to only one partition when creating backup CDs from multiple partitions. To reinstall the systems, you must assign a CD device to the partition being reinstalled.

To create a backup to CD media, do the following:

  1. Type:
    # smitty mkcd
  2. If you want to save the bootable CD image to burn later, answer no to the Create the CD or DVD now? selection.

To burn the CD or DVD at a later time (or to burn additional media), run the following:

# burn_cd /dev/cd1 /mkcd/cd_images/cd_image_12510

The image name cd_image_12510 includes the process ID. The process ID displays when the mkcd command executes.

For further information about creating system backups on CD or DVD, see the AIX 5L Version 5.2 Installation Guide and Reference, as well as the /usr/lpp/bos.sysmgt/mkcd.README.txt file.

Using Tape Media

If you have a tape drive assigned to your partition, you can create a system backup to tape. To create a backup to tape, type the following:

smitty mksysb

If you want to back up to a file, you can use a separate file system (ensure that you exclude that file system when you create the backup) or a file in a user volume group. For further information about creating a root volume group backup to tape or file, see the AIX 5L Version 5.2 Installation Guide and Reference.

Installing a System Backup Using NIM

You can use the NIM environment to install a system backup onto one or more of your partitions. NIM is recommended because of its flexibility and customizing options for installation and system management. Also, NIM allows for multiple installations at the same time. When you install a system backup onto a partition other than the original partition, you are cloning a partition system image onto a target partition.

Before you can use NIM to install a system backup, make sure that the following conditions are met:

  1. To use a mksysb resource to install a NIM client, enter the smit nim_bosinst fast path.
  2. Select a target for the operation.
                       Select a TARGET for the operation              
                                                                      
    Move cursor to desired item and press Enter.                      
                                                                      
      lpar1     machines       standalone                             
      lpar2     machines       standalone                             
      lpar3     machines       standalone                             
    
  3. Select mksysb as the installation TYPE.
  4. Select the mksysb to use for the installation.
  5. Select the SPOT to use for the installation.
  6. The Install the Base Operating System on Standalone Clients panel looks similar to the following:
                Install the Base Operating System on Standalone Clients             
                                                                                    
    Type or select values in entry fields.                                          
    Press Enter AFTER making all desired changes.                                   
    [TOP]                                                   [Entry Fields]         
    * Installation Target                                 lpar1                    
    * Installation TYPE                                   mksysb                   
    * SPOT                                                520spot_res              
      LPP_SOURCE                                          []
                   
      MKSYSB                                              520mksysb            
                                              
      BOSINST_DATA to use during installation            []                       +
      IMAGE_DATA to use during installation              []                       +
      RESOLV_CONF to use for network configuration       []                       +
      Customization SCRIPT to run after installation     []                       +
      Customization FB Script to run at first reboot     []                       +
        ACCEPT new license agreements?                   [no]                     +
      Remain NIM client after install?                   [yes]                    +
     [MORE...35]
    
  7. Select a bosinst_data resource to perform a non-prompted installation. Select the bosinst_ow resource for a new and complete overwrite installation.
  8. Select a resolv_conf resource to establish network configuration for the client partition.
  9. Set the Accept new License Agreements field to yes.

    The Install the Base Operating System on Standalone Clients menu looks similar to the following:

                Install the Base Operating System on Standalone Clients             
                                                                                    
    Type or select values in entry fields.                                          
    Press Enter AFTER making all desired changes.                                                                                                                  
    [TOP]                                                   [Entry Fields]         
    * Installation Target                                 lpar1                    
    * Installation TYPE                                   mksysb                   
    * SPOT                                                520spot_res                 
      LPP_SOURCE                                          []
      MKSYSB                                              520mksysb             
                                                                                   
      BOSINST_DATA to use during installation            [bosinst_ow]                       +
      IMAGE_DATA to use during installation              []                       +
      RESOLV_CONF to use for network configuration       [resolv_res]                       +
      Customization SCRIPT to run after installation     []                       +
      Customization FB Script to run at first reboot     []                       +
        ACCEPT new license agreements?                   [yes]                     +
      Remain NIM client after install?                   [yes]                    +
      PRESERVE NIM definitions for resources on          [yes]                    + 
        this target?                                                                
                                                                                    
      FORCE PUSH the installation?                       [no]                     + 
                                                                                    
      Initiate reboot and installation now?              [yes]                    + 
        -OR-                                                                        
      Set bootlist for installation at the               [no]                     + 
         next reboot?                                                               
                                                                                    
      Additional BUNDLES to install                      []                       + 
        -OR-                                                                        
      Additional FILESETS to install                     []                       + 
        (bundles will be ignored)                                                   
    [MORE...20]                                                                                                                                                                                                                                  
  10. Press Enter to install the NIM client.
  11. If the client partition being installed is not already a running, configured NIM client, NIM will not automatically reboot the machine over the network for installation. If the client was not rebooted automatically from SMIT, initiate a network boot from the client to install it. For instructions on how to do this procedure, refer to 2. Activate and Install Partitions (Perform These Steps in the HMC Interface).

System Dump Management

If your machine has more than 4 GB of real memory, a dedicated dump device is created at installation time. Otherwise, the /dev/hd6 paging space is used as the dump device. If a system crash occurs and paging space was used as the dump device, the dump is copied to the /var/adm/ras/vmcore.n file by default, where n is a sequence number. If there is not enough space to perform the copy, the user is prompted during reboot to save the dump to some other media.

To avoid losing a dump due to a lack of a tape drive configured to the partition, always create a separate dump device that is the same size as your paging space, given that paging space is currently your dump device.

To verify your dump device, type smitty dump, and select Show Current Dump Devices. If paging space is your dump device, the output will be similar to the following:

                                  COMMAND STATUS

Command: OK            stdout: yes           stderr: no

Before command completion, additional instructions may appear below.

primary              /dev/hd6
secondary            /dev/sysdumpnull
copy directory       /var/adm/ras
forced copy flag     TRUE
always allow dump    FALSE
dump compression     OFF

To create and change to a dedicated dump device, do the following:

  1. Determine the size of the hd6 paging space (in logical partitions) by running the following:
    # lsvg -l rootvg
    
    

    The output will be similar to the following:

    rootvg:
    LV NAME             TYPE       LPs   PPs   PVs  LV STATE      MOUNT POINT
    hd5                 boot       2     2     1    closed/syncd  N/A
    hd6                 paging     53    53    1    open/syncd    N/A
    hd8                 jfslog     1     1     1    open/syncd    N/A
    hd4                 jfs        9     9     1    open/syncd    /
    hd2                 jfs        130   130   1    open/syncd    /usr
    hd9var              jfs        2     2     1    open/syncd    /var
    hd3                 jfs        8     8     1    open/syncd    /tmp
    hd1                 jfs        1     1     1    open/syncd    /home
    hd10opt             jfs        5     5     1    open/syncd    /opt
    
    In the preceding example, the paging space is 53 LPs (logical partitions) in size.
  2. To create a dump logical volume, type:
    smitty mklv
    When you are prompted for the volume group, type rootvg.
  3. In the next menu, fill in the Logical volume NAME and the Number of LOGICAL PARTITIONS fields. Type dump for Logical Volume TYPE. Press Enter after you make your selections.
                                   Add a Logical Volume
    
    Type or select values in entry fields.
    Press Enter AFTER making all desired changes.
    
                                                         [Entry Fields]
      Logical volume NAME                                [dumplv]
    * VOLUME GROUP name                                   rootvg
    * Number of LOGICAL PARTITIONS                       [53]                       #
      PHYSICAL VOLUME names                              [hdisk0]                   +
      Logical volume TYPE                                [dump]
      POSITION on physical volume                         middle                    +
      RANGE of physical volumes                           minimum                   +
      MAXIMUM NUMBER of PHYSICAL VOLUMES                 []                         #
        to use for allocation
      Number of COPIES of each logical                    1                         +
        partition
      Mirror Write Consistency?                           active                    +
      Allocate each logical partition copy                yes                       +
        on a SEPARATE physical volume?
      RELOCATE the logical volume during                  yes                       +
        reorganization?
      Logical volume LABEL                               []
      MAXIMUM NUMBER of LOGICAL PARTITIONS               [512]                      #
      Enable BAD BLOCK relocation?                        yes                       +
      SCHEDULING POLICY for reading/writing               parallel                  +
        logical partition copies
      Enable WRITE VERIFY?                                no                        +
      File containing ALLOCATION MAP                     []
      Stripe Size?                                       [Not Striped]              +
    
  4. To change the primary dump device, type:
    smitty dumpchgp

    You will be prompted for the new dump device.

                                Change Primary Dump Device
    
    Type or select values in entry fields.
    Press Enter AFTER making all desired changes.
    
                                                         [Entry Fields]
    * Primary dump device                                [/dev/dumplv]
    
    
  5. To validate your dump devices, type the following:
    smitty dump
    Select Show Current Dump Devices. The output will be similar to the following:
                                      COMMAND STATUS
    
    Command: OK            stdout: yes           stderr: no
    
    Before command completion, additional instructions may appear below.
    
    primary              /dev/dumplv
    secondary            /dev/sysdumpnull
    copy directory       /var/adm/ras
    forced copy flag     TRUE
    always allow dump    FALSE
    dump compression     OFF

Storage Management

If you have multiple mksysb images stored on a NIM master (or on some other partition), you can use the mkcd -r command to store them to CD-R or DVD-RAM. The images to be written to CD-R or DVD-RAM must be in one directory structure, so that a directory can be passed to the mkcd command as the starting point of the backup.

Use the mkcd command as follows:

mkcd {-d cd_device} [-r directory] [-R | -S] [-I cd_image_dir] [-D] [-L]

Where:

-d
Specifies the CD-R or DVD-RAM device
-S
Indicates to stop the backup before burning the image (image can be burned at a later time)
-r
Specifies the directory from which to create your CD image
-l
Specifies the directory in which to write the CD image
-R
Saves the CD images (use this flag if you want to burn multiple copies)
-D
Enables debugging for the mkcd command
-L
Creates final CD images that are DVD-sized (up to 4.38 GB)

For example, to back up the stored mksysb images in the /export/nim/mksysbs directory to a DVD-RAM device (/dev/cd1), and use a temporary file system mounted on the /largefilesystem directory to use as temporary CD image storage, type the following:

# mkcd -d /dev/cd1 -r /export/nim/mksysbs -I /largefilesystem -L

To verify the mksysb, run the following commands:

# mount -o ro /dev/cd0/mnt
# cd /mnt
# ls

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