How to setup the Scheduled Appliance backups for a Distributed Architecture environment
Article ID: 100047269
Updated On:
Description
How to setup the Scheduled Appliance (aka: Node) backups for a Distributed Architecture environment
- An appliance backup stops all eDiscovery services for the entire duration of the backup. This will render the user interface unusable during the appliance backup.
- Do not schedule case backups to run at the same time as the Appliance backup.
- Recommended to keep three to four Node backups per appliance
- This will require the Administrator to manually delete monthly, all but four backups per Node, as old appliance backups are not purged through the scheduled appliance backup process.
- Begin by assigning the Node backups to a NAS drive with at least 1TB of available space.
Note: Double to expected space consumption, if deleting extra Node backups monthly.
1. Create the folders for the Appliance backups on an external drive. Assign READ/WRITE permissions to the EsaApplicationService account for the newly created folders.
Folder Examples:
\\Nas01\eDPApplianceBackups\master
\\Nas01\eDPApplianceBackups\caseHome1
\\Nas01\eDPApplianceBackups\Casehome2
2. Change the location in the config.properties file to the external Share location for the Node\Appliance backups
Log location: D:\CW\V91\Config\Configs\esauser\config.properties
Value to search: auto.backup.dir
#Example:
auto.backup.dir=//nas01/eDPApplianceBackups/Master
Note: Use forward slash and not the backslash for this value
Note: Remove the # from the beginning of the line if it exists.
Note: Assign the appropriate path to the appropriate server. Must be a network share.
Example:
auto.backup.dir=//nas01/eDPApplianceBackups/Master to the config.properties file on the Master server.
auto.backup.dir=//nas01/eDPApplianceBackups/CaseHome1 to the config.properties file on the first worker node, and so forth...
3. Run the Clearwell Utilities option 7 to allow the Node/Appliance backup location change, to take effect.
a. Always shutdown the eDP services on each of the Worker Nodes before shutting down the Master server services.
b. Shutdown the eDP services on Master server
c. Execute the Clearwell Utilities option 7 on the Master server
d. Start the eDP services on Master server (once the services are running, then continue)
e. Execute the Clearwell Utilities option 7 on the Worker Nodes
f. Start the eDP services on the Worker Nodes
4. Determine the time for the Node backups to run (provide a 12 hour window). No Clearwell jobs can be scheduled to run during the Node/Appliance backup window.
A. Schedule eDP services shutdown on all worker nodes, 10 minutes prior to running Master server ScheduledNodeBackup
B. Schedule the Master server ScheduleNodeBackup
C. Schedule the Worker node ScheduleNodeBackup to start after the Master server backup ends.
NOTE: Master servers should not contain cases, so the Node/Appliance backup of the Master server will normally take under one hour to complete.
A. Steps to schedule Worker Node services shutdown:
Before you begin: This procedure must be completed on each worker node within the cluster.
1. While logged into the Worker Node using the esaApplicationService account, access Scheduled Tasks from the Control Panel.
Click Start > Administrative Tools> Task Scheduler>
2. When the Task Scheduler opens, click on Create Task... under Task Scheduler (Local).
3. On the General tab:
a. Type in a name for the task (such as “Stop eDiscovery Services”).
b. Check 'Run whether user is logged in or not'.
c. Check 'Run with highest privileges'.
d. Configure for: 'Windows Server 2012 R2'
4. Click the Triggers tab and click the New... button.
a. Begin the task: On a schedule, Weekly
b. Set the appropriate start date and time to be 10 minutes before the Master appliance backup is to begin.
c. Recur every 1 weeks on
d. Select with day of the week for the tasks to be executed
e. Check 'Stop task if it runs longer than: 1 hour'
f. Check 'Enabled'
g. Click OK when done.
5. Click the Actions Tab and click the New... button.
a. Select Action: Start a program
b. Program/script: D:\CW\V91\b
c. In the Add agruments: stop-services
d. In the Start in: D:\CW\V91
e. Click OK when done.
Note: The Task Scheduler command paths will need to be modified after each major upgrade of the eDP product.
Example for the starting directory:
D:\CW\V91\ -- current path
D:\CW\V95\ -- after upgrade
6. The default settings for Conditions and Settings do not need to be edited.
7. Press OK to save the task.
Enter in the account password for the esaApplicationService account and press OK
8. Select the Task Scheduler Library and verify the Stop eDiscovery Service task has been generated.
B. Steps to schedule the Master server ScheduleNodeBackup:
1. While logged into the Master server using the esaApplicationService account, access Scheduled Tasks from the Control Panel.
Click Start > Administrative Tools> Task Scheduler>
2. When the Task Scheduler opens, click on Create Task... under Task Scheduler (Local).
3. On the General tab:
a. Type in a name for the task (such as “eDiscovery Appliance Backup”).
b. Check 'Run whether user is logged in or not'.
c. Check 'Run with highest privileges'.
d. Configure for: 'Windows Server 2012 R2'
4. Click the Triggers tab and click the New... button.
a. Begin the task: On a schedule, Weekly
b. Set the appropriate start date and time to be 10 minutes before the Master appliance backup is to begin.
c. Recur every 1 weeks on
d. Select with day of the week for the tasks to be executed
e. Check 'Enabled'
f. Click OK when done.
5. Click the Actions Tab and click the New... button.
a. Program/script: C:\PERL\perl\bin\perl.exe
b. In the Add arguments (optional): scheduledNodeBackup.pl
c. In the Start in (optional): ex: D:\CW\V91\bin
d. Click OK when done.
Note: The Task Scheduler command paths will need to be modified after each major upgrade of the eDP product.
Example for the starting directory:
D:\CW\V91 -- current path
D:\CW\V95 -- after upgrade
6. The default settings for Conditions and Settings do not need to be edited.
7. Press OK to save the task.
Enter in the account password for the esaApplicationService account and press OK
8. Select the Task Scheduler Library and verify the eDiscovery Appliance Backup task has been generated.
C. Steps to schedule the Worker Node ScheduleNodeBackup to start after the Master server backup ends.
There is no need to schedule a services start. The perl script scheduledNodeBackup.pl automatically starts the eDP services after the task is complete.
A. Steps to schedule Worker Node services shutdown:
Before you begin: This procedure must be completed on each worker node within the cluster.
1. While logged into the Worker Node using the esaApplicationService account, access Scheduled Tasks from the Control Panel.
Click Start > Administrative Tools> Task Scheduler>
2. When the Task Scheduler opens, click on Create Task... under Task Scheduler (Local).
3. On the General tab:
a. Type in a name for the task (such as “Stop eDiscovery Services”).
b. Check 'Run whether user is logged in or not'.
c. Check 'Run with highest privileges'.
d. Configure for: 'Windows Server 2012 R2'
4. Click the Triggers tab and click the New... button.
a. Begin the task: On a schedule, Weekly
b. Set the appropriate start date and time to be 10 minutes before the Master appliance backup is to begin.
c. Recur every 1 weeks on
d. Select with day of the week for the tasks to be executed
e. Check 'Stop task if it runs longer than: 1 hour'
f. Check 'Enabled'
g. Click OK when done.
5. Click the Actions Tab and click the New... button.
a. Select Action: Start a program
b. Program/script: D:\CW\V91\b
c. In the Add agruments: stop-services
d. In the Start in: D:\CW\V91
e. Click OK when done.
Note: The Task Scheduler command paths will need to be modified after each major upgrade of the eDP product.
Example for the starting directory:
D:\CW\V91\ -- current path
D:\CW\V95\ -- after upgrade
6. The default settings for Conditions and Settings do not need to be edited.
7. Press OK to save the task.
Enter in the account password for the esaApplicationService account and press OK
8. Select the Task Scheduler Library and verify the Stop eDiscovery Service task has been generated.
B. Steps to schedule the Master server ScheduleNodeBackup:
1. While logged into the Master server using the esaApplicationService account, access Scheduled Tasks from the Control Panel.
Click Start > Administrative Tools> Task Scheduler>
2. When the Task Scheduler opens, click on Create Task... under Task Scheduler (Local).
3. On the General tab:
a. Type in a name for the task (such as “eDiscovery Appliance Backup”).
b. Check 'Run whether user is logged in or not'.
c. Check 'Run with highest privileges'.
d. Configure for: 'Windows Server 2012 R2'
4. Click the Triggers tab and click the New... button.
a. Begin the task: On a schedule, Weekly
b. Set the appropriate start date and time to be 10 minutes before the Master appliance backup is to begin.
c. Recur every 1 weeks on
d. Select with day of the week for the tasks to be executed
e. Check 'Enabled'
f. Click OK when done.
5. Click the Actions Tab and click the New... button.
a. Program/script: C:\PERL\perl\bin\perl.exe
b. In the Add arguments (optional): scheduledNodeBackup.pl
c. In the Start in (optional): ex: D:\CW\V91\bin
d. Click OK when done.
Note: The Task Scheduler command paths will need to be modified after each major upgrade of the eDP product.
Example for the starting directory:
D:\CW\V91 -- current path
D:\CW\V95 -- after upgrade
6. The default settings for Conditions and Settings do not need to be edited.
7. Press OK to save the task.
Enter in the account password for the esaApplicationService account and press OK
8. Select the Task Scheduler Library and verify the eDiscovery Appliance Backup task has been generated.
C. Steps to schedule the Worker Node ScheduleNodeBackup to start after the Master server backup ends.
There is no need to schedule a services start. The perl script scheduledNodeBackup.pl automatically starts the eDP services after the task is complete.
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