Honeywell Process Solutions

PlantCruise by Experion
Backup and Restore
User's Guide
CVDOC-X111-en-510
September 2018

Release 501
 Notices and Trademarks

Copyright 2018 by Honeywell International Sárl.

Release 501 September 2018

While this information is presented in good faith and believed to be accurate, Honeywell disclaims
the implied warranties of merchantability and fitness for a particular purpose and makes no
express warranties except as may be stated in its written agreement with and for its customers.
In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The
information and specifications in this document are subject to change without notice.
Honeywell, PlantScape, PlantCruise by Experion, and TotalPlant are registered trademarks of
Honeywell International Inc.
Other brand or product names are trademarks of their respective owners.

Honeywell Process Solutions

1860 W. Rose Garden Lane
Phoenix, AZ 85027 USA
1-800 822-7673

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 About this document
This guide describes how to install, configure and use Experion Backup and Restore
(EBR) in a Honeywell process control system. You use EBR to backup and then restore
critical system data for Experion Process Knowledge System (PKS) nodes.

Revision History
Revision Date Description

A September 2018 Initial release of the document.

Release Information
Document Name Document ID Release Publication
Number Date

Experion Backup and Restore CVDOC-X111-en-510 R510 September

User's Guide - BR20 2018

Document Category

Planning and Design

Intended audience
This guide is intended for engineers, system administrators, and other technical
personnel who are responsible for backing up and restoring data for PlantCruise by
Experion nodes.

Prerequisite skills
You must have practical experience with system backup and restore operations, as well
as proficiency with the following Microsoft® Windows operating systems:

 Embedded Microsoft Windows Server 2016 Standard

 Embedded Microsoft Windows 10 Enterprise

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References
The following list identifies all documents that may be sources of reference for material
mentioned in this publication.

Document Title

Acronis® Backup 12.5 User Guide

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Abbreviations
The following list defines the special abbreviations used in this guide.

Abbreviation Definition

ACE Application Control Environment

AMS Acronis Management Server

EBR Experion Backup and Restore

EMDB Enterprise Model Database

ERDB Engineering Repository Database

FTE Fault-Tolerant Ethernet

MBR Master Boot Record

PHD Process History Database

SIM Simulation Interface Module

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 Support and Other Contacts
For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To
find your local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-
us/customer-support-contacts/Pages/default.aspx

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Symbol Definitions
The following table lists those symbols used in this document to denote certain
conditions.

Symbol Definition

ATTENTION: Identifies information that requires special

consideration.

TIP: Identifies advice or hints for the user, often in terms of

performing a task.

REFERENCE -EXTERNAL: Identifies an additional source of

information outside of the bookset.

REFERENCE - INTERNAL: Identifies an additional source of

information within the bookset.

CAUTION Indicates a situation which, if not avoided, may result in equipment

or work (data) on the system being damaged or lost, or may result in
the inability to properly operate the process.

STOP: Indicates that your task is complete. Return to the checklist

or procedure that led to this task.

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 Contents

Contents
1. INTRODUCTION TO EBR .................................................................................................... 13
1.1 OVERVIEW ........................................................................................................................ 13
1.2 VIRTUALIZATION IN EBR 501 ............................................................................................... 14
1.3 EXPERION BACKUP AND RESTORE TERMINOLOGY ..................................................................... 14
1.4 EXPERION BACKUP AND RESTORE TOPOLOGIES ........................................................................ 17
1.5 EBR R501 COMPONENTS .................................................................................................... 19
2. GETTING STARTED WITH EBR INSTALLATION ................................................................... 21
2.1 ABOUT THIS CHAPTER.......................................................................................................... 21
2.2 HARDWARE AND SOFTWARE REQUIREMENTS FOR EBR MANAGER ............................................... 22
2.3 CREATING EBR USER .......................................................................................................... 23
3. INSTALLING EBR MANAGER.............................................................................................. 38
3.1 ABOUT THIS CHAPTER.......................................................................................................... 38
3.2 INSTALL OPERATING SYSTEM ON THE EBR MANAGER VM ......................................................... 38
3.3 INSTALLING THE EBR MANAGER SOFTWARE PACKAGE ............................................................... 38
3.4 ADDING LICENSES TO EBR MANAGER .................................................................................... 57
4. INSTALLING EBR AGENTS IN PHYSICAL ENVIRONMENT .................................................... 58
4.1 INSTALLING EBR SERVER/DESKTOP SOFTWARE PACKAGE ON A PHYSICAL NODE .............................. 58
4.2 EBR SCRIPTS ..................................................................................................................... 70
5. ADDING COMPUTERS TO THE MANAGEMENT SERVER ..................................................... 78
5.1 ADDING WINDOWS SERVER TO THE EBR MANAGER.................................................................. 78
5.2 ADDING WINDOWS WORKSTATION TO THE EBR MANAGER ........................................................ 80
5.3 ADDING VMWARE ESXI VIRTUAL MACHINES TO EBR MANAGER ................................................. 82
6. SETTING UP EBR IN A VIRTUAL ENVIRONMENT ................................................................ 86
6.1 INTRODUCTION .................................................................................................................. 86
6.2 VIRTUAL APPLIANCE ........................................................................................................... 86
6.3 GETTING STARTED .............................................................................................................. 86
6.4 DEPLOYING AGENT FOR ESX(I) FROM EBR R501 MANAGER ..................................................... 88
6.5 APPLYING LICENSE TO THE VIRTUAL APPLIANCE ......................................................................... 88
6.6 CONFIGURING BINDINGS ..................................................................................................... 89
6.7 REMOVING AGENT FOR ESX(I) FROM EBR MANAGER ................................................................ 89

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7. BACKUP PLANNING .......................................................................................................... 90

7.1 BACKUP CONSIDERATIONS ....................................................................................................90
7.2 DEDUPLICATION .................................................................................................................95
7.3 BACKUP RECOMMENDATIONS ...............................................................................................95
7.4 BACKUP TYPES .................................................................................................................100
7.5 BACKUP SCHEMES ............................................................................................................100
7.6 SCHEDULING BACKUPS .......................................................................................................102
7.7 DEFAULT BACKUP SETTINGS................................................................................................102
7.8 RETENTION RULES ............................................................................................................105
7.9 SETTING UP A STORAGE NODE.............................................................................................106
7.10 BACKUP REPLICATION .......................................................................................................110
8. BACKUPS ON A PHYSICAL NODE ..................................................................................... 113
8.1 GETTING STARTED ............................................................................................................113
SAMPLE BACKUP CONFIGURATION FORM TABLE IS A SAMPLE BACKUP CONFIGURATION FORM THAT YOU CAN
CREATE AS A SPREADSHEET TO SIMPLIFY BACKUP SCHEDULING BY HAVING ALL THE DATA IN ONE PLACE. AFTER
ENTERING THE DATA, YOU CAN USE THE SPREADSHEET DATA TO CONFIGURE BACKUPS FOR EACH NODE. ..........113
8.2 CREATING A BACKUP PLAN FOR A PHYSICAL NODE ....................................................................114
8.3 RUNNING BACKUP JOB MANUALLY .......................................................................................118
8.4 EDITING BACKUP JOBS .......................................................................................................118
8.5 DELETING BACKUP PLANS/JOBS ...........................................................................................119
8.6 BACKUP IN A RECOVERY ENVIRONMENT ................................................................................121
9. BACKUPS ON A VIRTUAL NODE ...................................................................................... 133
9.1 GETTING STARTED ............................................................................................................133
9.2 CREATING A BACKUP PLAN FOR A VIRTUAL NODE .....................................................................135
9.3 GENERAL RECOMMENDATIONS............................................................................................138
10. RECOVERY PLANNING ................................................................................................ 139
10.1 ABOUT RECOVERY PLANNING .............................................................................................139
10.2 GENERAL RECOVERY PLAN CONSIDERATIONS ..........................................................................139
10.3 OVERVIEW OF TASKS TO DEVELOP A RECOVERY PLAN ...............................................................141
10.4 RESTORE MODES/OPTIONS .................................................................................................143
11. CHECKLISTS FOR RESTORING EXPERION NODES ......................................................... 145
11.1 CHECKLISTS FOR RESTORING NODES WITH SIMILAR HARDWARE ..................................................145
11.2 CHECKLISTS FOR RESTORING NODES AFTER RECOVERY FROM A VIRUS INFECTION ............................147
11.3 CHECKLISTS FOR RESTORING SELECTED FILES OR FOLDERS FROM A BACKUP ...................................151

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12. RESTORING PHYSICAL NODES .................................................................................... 152

12.1 USING EBR RECOVERY MEDIA TO RESTORE A HARD DISK ......................................................... 152
13. RESTORING VIRTUAL NODES ...................................................................................... 165
13.1 METHODS OF RESTORING A VIRTUAL NODE ............................................................................ 165
14. RESTORING EXPERION DATABASES ............................................................................ 182
14.1 ABOUT THIS CHAPTER........................................................................................................ 182
14.2 DISABLING ERDB AND/OR EMDB REPLICATION FOR REDUNDANT ENGINEERING STATION B .......... 182
14.3 RESTORING CONTROLLERS FROM CONTROLLER CHECKPOINT FILES .............................................. 189
15. CONFIGURATION ITEMS IN THE MANAGEMENT CONSOLE ......................................... 195
15.1 DELETING COMPUTERS FROM THE EBR MANAGER ................................................................. 195
15.2 REVOKING LICENSES .......................................................................................................... 195
15.3 CONFIGURING THE DESKTOP AND SERVER CONSOLE ................................................................ 196
16. MOVING BETWEEN PHYSICAL NODE AND VIRTUAL NODE ......................................... 197
16.1 CONVERTING A PHYSICAL NODE TO VIRTUAL NODE USING VIRTUAL APPLIANCE .............................. 197
16.2 VIRTUAL TO PHYSICAL........................................................................................................ 201
17. UPGRADING EBR FROM R431 TO R501 (SIDE BY SIDE) ............................................... 207
17.1 TO UPGRADE EBR FROM R431 TO R501: ............................................................................ 207
18. SECURITY ................................................................................................................... 211
18.1 SECURITY RECOMMENDATIONS ........................................................................................... 211
19. TROUBLESHOOTING ................................................................................................... 213
19.1 MANUALLY APPLYING LICENSE TO THE VIRTUAL APPLIANCE ....................................................... 213
19.2 MANUALLY REMOVING VIRTUAL APPLIANCE FROM VCENTER/ESX(I) .......................................... 214
19.3 UNINSTALLING THE R501 VERSION OF EBR MANAGER, SERVER, AND DESKTOP SOFTWARE PACKAGES
214
19.4 NETWORK ADAPTERS ARE NOT SHOWN IN NETWORK CONNECTIONS FOLDER ............................... 215
20. APPENDIX A: INSTALLING FTE MUX ADAPTER ............................................................ 219
20.1 INSTALLING FTE MUX ADAPTER AFTER RESTORE ................................................................... 219
21. APPENDIX B: INITIALIZATION MEDIA VERSIONS ......................................................... 221
21.1 INITIALIZATION MEDIA VERSIONS AND THEIR CORRESPONDING PRODUCT RELEASES........................ 221

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22. APPENDIX C: CONFIGURING AND CONNECTING BACKUP DEVICES ............................. 222

22.1 ABOUT THIS CHAPTER ........................................................................................................222
22.2 SETTING UP THE NAS HARDWARE........................................................................................223
22.3 CONFIGURING THE PHYSICAL CLIENT TO ACCESS THE SUBNET OF THE NAS DEVICE ..........................225
22.4 CONNECTING TO THE NAS DEVICE AND CONFIGURING DNS, WINS, AND BONDING MODE .............226
22.5 CONFIGURING NETWORKING PROPERTIES ..............................................................................227
22.6 CONFIGURING THE PHYSICAL CLIENT TO ACCESS THE MANAGEMENT SUBNET .................................227
22.7 BONDING THE NETWORK INTERFACES TO SUPPORT LOAD BALANCING ..........................................228
22.8 IDENTIFYING NAS DEVICES .................................................................................................228
22.9 ADDING THE NAS DEVICE TO THE DNS SERVER ......................................................................229
22.10 ENABLING SECURITY......................................................................................................230
23. APPENDIX D: RE-ADDING BACK THE RESTORED NODE TO DOMAIN ........................... 231
24. APPENDIX E: REMOVING PHANTOM FTE DEVICES...................................................... 232
24.1 TO VERIFY A PHANTOM FTE DEVICE......................................................................................232
24.2 TO REMOVE A PHANTOM FTE DEVICE ...................................................................................233

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 1. Introduction to EBR
1.1 Overview
Experion Backup and Restore (EBR) provides real-time, continuous backup
infrastructure for PlantCruise by Experion nodes within a Honeywell process control
system.

During a backup - scheduled or manual, EBR copies the disk image of a node to a Backup
Repository.

During a restore, the disk image restores to the same or a different node and Experion
repositories [Enterprise Model Database (EMDB) and Engineering Repository Database
(ERDB)].

EBR R501 can be deployed in two types of nodes:

 On physical Nodes

 On virtual nodes

EBR provides the following functionality:

 Console is used for creating backup jobs and monitoring job status through
various event logs and status notifications.

 Restore function uses a bootable media. Using this, the node can be booted
in recovery mode to recover a repaired or replacement node.

 Creating backup tasks function provides an option for configuring scheduled

or manual backup jobs. The backup job performs a backup of all the node
data including the operating system, drivers, service packs, Experion and
node configuration. The resulting backup is used for restoring the original
node or replacement node (to when it was last backed up). No post-restore
installation or configuration is required.

 File/folder recovery function provides an option to restore backups at Files

and Folder levels.

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1. Introduction to EBR
1.2. Virtualization in EBR 501

 Centralized Management function provides a central user interface for

creating backups and monitoring the status of multiple nodes.

1.2 Virtualization in EBR 501

Virtual Node Support
EBR R501 supports backup of virtual nodes by using Acronis Backup 12.5 Virtual Edition.
Backup of VMware virtual machines is integrated with other platform components
allowing centralized management, reporting, cataloguing with search, and other
platform features.

For more details on virtualization support in EBR R501, see Setting up EBR in a virtual
environment.

REFERENCE - EXTERNAL
For more details on virtualization, see:
 PlantCruise by Experion Software Installation User's Guide
 PlantCruise by Experion Virtualization Planning and Implementation
Guide

1.3 Experion Backup and Restore Terminology

The following list defines the EBR terms used in this guide

 Backup and backup image are synonymous terms for an exact reproduction
of the contents of a hard disk. Typically, the backup image contains the
applications, configuration settings, operating system, and other data that is
compressed and stored as a file. The backup image is used for restoring a
hard disk to the state when it was last backed up.

 Manager Node is a server computer that uses EBR to manage backup jobs
for multiple server and desktop nodes in a centrally managed environment.
In addition, the Manager Node contains system configuration information
and maintains a database of backup history.

 Server Node is a server computer with EBR installed to perform backups,

and that uses EBR to manage its backup jobs in a locally-managed

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 1. Introduction to EBR
1.3. Experion Backup and Restore Terminology

environment where EBR Manager is not used. A “Server” is not defined as

such by its function within the system, but by its operating system, which
must be Embedded Microsoft Windows Server 2016 Standard or Windows
Server 2008R2.

 Desktop Node is a workstation computer with EBR installed to perform

backup of its hard drive, and which uses EBR to manage its backup jobs in a
locally-managed environment. A “Desktop” is not defined as such by its
function within the system, but by its operating system, which must be
Embedded Microsoft Windows 10 Enterprise, Windows 7 Pro & Ultimate x64
.

 Agent for ESX(i)host or Virtual Appliance enables Acronis Backup 12.5

enables backup and recovery of ESX(i) virtual machines without installing the
agents into the virtual nodes.

 Target Node is a physical node with EBR installed (must be a Server or

Desktop Node) or a virtual node.

 Backup destination is a computer (usually a file server or NAS device) that

stores all of the backup images for the Target Nodes.

 Management Console is a common GUI for local and central management

tasks which is basically the EBR Manager itself. You must connect to the
management server to be able to centrally manage the target nodes using
the management console.

 Managed node (Managed host) is a computer where a Backup Agent and

Acronis Backup Management Server is installed. The target node is added to
the management server and it is operated and monitored from the
management console. A server node, desktop node or ESX(i) hosts can be
added to the management server to make it a managed node or managed
host.

 Restore to same node is taking a backup from a node and restoring it on the
same node. Ex: restoring backup of a T5810XL machine to the same
machine.

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1. Introduction to EBR
1.3. Experion Backup and Restore Terminology

 Restore to similar node is taking a backup from a node and restoring it to

another machine of the same physical configuration. Ex: restoring backup of
a T5810XL machine to another T5810XL machine.

 Restoring virtual machines is taking backup of virtual nodes and restoring to

a virtual node on the same or a different host.

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 1. Introduction to EBR
1.4. Experion Backup and Restore Topologies

1.4 Experion Backup and Restore Topologies

EBR topology in a physical environment

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1. Introduction to EBR
1.4. Experion Backup and Restore Topologies

EBR topology in a virtual environment

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 1. Introduction to EBR
1.5. EBR R501 components

1.5 EBR R501 components

The following are the key EBR R501 components:

Components

EBR Scripts Agent for VMware (Virtual Appliance)

Management Server Bootable Media Builder

Backup Monitor Agent for Windows

Command-Line Tool

Management Server
The Management server is a central server that manages backup and recovery activities.
The administrators can connect from the management console and manage the entire
EBR infrastructure.

 All backup policies and backup and recovery jobs are managed, executed,
and tracked on the management server.

 The Management server maintains a list of registered storage nodes, vaults

and managed computers, and the respective configuration databases.

 The Management server maintains a centralized log repository that tracks

the results of all activities within the EBR infrastructure.

The Management server generates reports using the information from the
centralized log repository and the configuration database.

Management console
The Acronis Backup Management Console is a browser for managing agents remotely or
locally. When the console is connected to the management server, you can perform
central management tasks such as managing licenses, configuring and managing backup
policies.

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1. Introduction to EBR
1.5. EBR R501 components

Bootable Media Builder

Bootable recovery media is a physical media (CD, DVD, USB drive or other media
supported by a computer BIOS as a boot device) that boots on a PC-compatible
computer and enables you to run the recovery environment, without the help of an
operating system.

Bootable recovery media contains your computer's current network and storage device
drivers, to ensure that in an emergency you can have access to backups that are
required to restore your computer.

The Bootable Media Builder is used for creating Bootable recovery media.

ATTENTION
Use only the recovery media provided by Honeywell. Do not attempt to create
your own bootable media.

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 2. Getting started with EBR Installation
2.1 About this chapter
This chapter provides information on requirements for installing the EBR Manager,
Server and Desktop software packages.

EBR software packages

EBR contains Manager, Server and Desktop software packages designed for installation
on nodes with Windows operating systems as specified in the following table:

Software Functional description Specified Windows operating

package system

Manager Manages the recovery Windows Server 2008 R2

activities, monitors real-time Windows Server 2012
status and centrally manages
backup operations of multiple Embedded Microsoft Windows
machines, which includes Server 2016 Standard
both physical and virtual
machines.

Server Manages backups on the Windows Server 2008 R2

local node and executes Windows Server 2012
scheduled and on-demand
backup jobs Embedded Microsoft Windows
Server 2016 Standard

Desktop Manages backups on the Windows 7 (64-bit)

local node and executes Embedded Microsoft Windows
scheduled and on-demand 10 Enterprise
backup jobs

EBR installation environments

EBR must be installed in a centrally or locally managed environment.

 In a centrally managed environment, the EBR Manager is installed on a

standalone, dedicated server grade machine (Physical or VM). Backup
policies and tasks for all server, desktop, or virtual machines are created
from the management console/browser from any node by connecting to the
management server.

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2. Getting started with EBR Installation
2.2. Hardware and software requirements for EBR Manager

 In a locally managed environment, EBR is installed on each server or

desktop node to be backed up.

2.2 Hardware and software requirements for EBR

Manager
ATTENTION
The computer used as the Manager Node must meet the following
requirements:
 It must be added to the domain / workgroup.
 It must NOT be: an Experion server, a PHD server, or an APP node.
 Honeywell recommends installing the Manager on a dedicated server in
both physical and virtual environments.
 Do NOT install the Manager on a domain controller.

Physical Node Virtual Node Virtual Appliance

 Intel® Pentium 4 processor,  EBR Manager 3300 MHz  EBR Appliance Agent
2 GHz or more  3 Virtual CPUs 3300MHz
 Microsoft Embedded  2 vCPU
 4 GB RAM
Microsoft Windows Server  4 GB RAM
2016 Standard  50 avg IOPs
 250 max IOPs  10 avg IOPs
 64 bit operating systems
 10 max IOPs
 4 GB RAM.  10 Network
 60 GB disk  10 network
 Free disk space - 60 GB or
more (note this is not  Windows Server 2016  5GB+1GB disk
intended for backup storage) Standard 64bit

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 2. Getting started with EBR Installation
2.3. Creating EBR user

ATTENTION
When using more than one vCenter (e.g. Cluster configuration) you need to
deploy the virtual appliance to every vCenter.
The best practice is to have 1 virtual appliance per each vSphere cluster
where VMs are running on datastore shared among the hosts within the
cluster. There is no hard limit on the number of VMs managed by 1
appliance, though performance might be impacted if 1 appliance is managing
more than 30-40 VMs - in this case it makes sense to increase RAM up to
4GB on the appliance and add 1 CPU core to it or else deploy Virtual
Appliance to each Individual ESXi Host.

2.3 Creating EBR user

Creating an EBR user involves the following four tasks:

1. Create the EBR user in the domain controller.

2. Add the user to the group.
The user should be part of the following groups:
 Administrators
 Domain Users
 Domain Admins
 Enterprise Admins
 DCS Administrators
3. Assign user rights to the group/user.
The user must have the following user rights:
 Access this computer from the network
 Adjust memory quotas for a process
 Impersonate a client after authentication
 Log on as a service
 Create a token object
 Replace a process level token
4. Remove the following user rights:
 Deny log on as a service
 Deny log on as a batch job

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2. Getting started with EBR Installation
2.3. Creating EBR user

Creating EBR user in Domain Controller

ATTENTION
You should perform the following procedure in the domain controller.

Prerequisite

Install the Experion domain security package.

Step Action

Creating a user
1 Click Start > Windows Administrative Tools > Computer Management >
Local Users and Groups > Users.
2 Right-click and then select New > User.
The New Object – User window appears.
3 Type the new username and provide necessary details.

4 Click Next and then type a Password.

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 2. Getting started with EBR Installation
2.3. Creating EBR user

Step Action
5 Select the required check boxes and then click Next.
6

TIP
If you want to edit any information regarding the New Object, click Back.
7 Click Finish.
EBR Administrator as a user appears in the Users window.

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2. Getting started with EBR Installation
2.3. Creating EBR user

Adding user to the group

8 Right-click EBR Administrator and click Properties.

The EBR Administrator Properties window appears.

9 Enter the necessary details.

10 Click Apply and then click the Member Of tab.
On this tab, you can assign the newly created user to the required Groups.
Note: By default, the new User is assigned to the group, Domain Users.

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2.3. Creating EBR user

11 In the Member Of tab, click Add.

The Select Groups window appears.

12 Click Advanced.
The window expands to show a Search Results pane.

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2. Getting started with EBR Installation
2.3. Creating EBR user

13 In the Search Results pane, select the following:

 Administrators
 Domain Users
 Domain Admins
 Enterprise Admins
 DCS Administrators
Click OK.
The selected groups are displayed in the Select Groups window.

14 Click OK.
15 Click Apply and then click OK in the EBR Administrator Properties
window.

Assigning user rights to the group/user

16 Click Start > Windows Administrative tools > Local Security Policy >
Local Policies > User Rights Assignment.
The User Rights Assignment window appears.

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 2. Getting started with EBR Installation
2.3. Creating EBR user

17 Right-click Log on as a service and then click Properties.

The Log on as a service Properties dialog box appears.

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2. Getting started with EBR Installation
2.3. Creating EBR user

18 Click Add User or Group.

The Select Users, Accounts, Service Accounts, or Groups dialog box
appears.

19 Click Advanced.
The dialog box expands to show a Search Results pane.
20 Click Find Now. The search results are displayed.
21 Select EBR Administrator from the list and then click OK.
The EBR Administrator you chose appears in the Select Users, Accounts,
Service Accounts, or Groups window.

22 Click OK.

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 2. Getting started with EBR Installation
2.3. Creating EBR user

23 Repeat steps 17 to 22 for assigning other user rights to the user.

Denying user rights to the user

24 Click Start > Windows Administrative tools > Local Security Policy >
Local Policies > User Rights Assignment.
The User Rights Assignment window appears.
25 Right click Deny log on as a service and then click Properties.
The User Rights Assignment dialog box appears.
26 Select EBR Administrator from the list and then click Remove.
27 Click OK.
28 Repeat steps 24 to 27 for denying other user rights to the user.

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2. Getting started with EBR Installation
2.3. Creating EBR user

Creating EBR user in a workgroup

Creating an EBR user involves the following four tasks:

Step Action

Creating a user
1 Click Start > Windows Administrative Tools > Computer Management >
Local Users and Groups > Users.
2 Right-click and then select New > User.
The New Object – User window appears.
3 Type the new username and provide necessary details.
Click "Create"

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 2. Getting started with EBR Installation
2.3. Creating EBR user

Step Action
4 Click Finish.
EBR Administrator as a user appears in the Users window.

Adding user to the group

5 Right-click EBR Administrator and click Properties.
The EBR Administrator Properties window appears

6 Select Password never expires checkbox.

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2. Getting started with EBR Installation
2.3. Creating EBR user

Step Action
7 Click Apply and then click the Member Of tab.
On this tab, you can assign the newly created user to the required Groups.
Note: By default, the new account is assigned to the Users group.
8 In the Member Of tab, click Add.
The Select Groups window appears.

9 Click Advanced. The window expands to show a Search Results pane.

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2.3. Creating EBR user

Step Action
10 Click Find Now. In the Search Results pane, select the following:
 Administrators
Click OK.
The selected groups are displayed in the Select Groups window.

11 Click OK.
12 Click Apply and then click OK in the EBR Administrator Properties window.

Note: Make sure the EBR agent installed on Experion nodes have Administrator and
Product Administrator group added as part of EBR user.
Assigning user rights to the group/user
13 Click Start > Windows Administrative tools > Local Security Policy >
Local Policies > User Rights Assignment.
The User Rights Assignment window appears.

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Step Action
14 Right-click Log on as a service and then click Properties.
The Log on as a service Properties dialog box appears.

15 Click Add User or Group.

The Select Users, Accounts, Service Accounts, or Groups dialog box
appears.

16 Click Advanced.
The dialog box expands to show a Search Results pane.

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Step Action
17 Click Find Now. The search results are displayed.

18 Select EBR Administrator from the list and then click OK.
The EBR Administrator you chose appears in the Select Users, Accounts,
Service Accounts, or Groups window.

19 Click OK.
20 Repeat steps 14 to 19 for assigning other user rights to the user.

Denying user rights to the user

21 Click Start > Windows Administrative tools > Local Security Policy >
Local Policies > User Rights Assignment.
The User Rights Assignment window appears.
22 Right click Deny log on as a service and then click Properties.
The User Rights Assignment dialog box appears.
23 Select EBR Administrator from the list if it is present and then click Remove.

24 Click OK.

25 Repeat steps 21 to 24 for denying other user rights to the user.

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 3. Installing EBR Manager
3.1 About this chapter
This chapter describes how to install the EBR Manager software package to back up and
restore your PlantCruise by Experion Nodes in a Honeywell process control system.

ATTENTION
if you are installing EBR Manager in domain environment, login to the EBR
Manager node using the user created in Creating EBR user in Domain
Controller section in Creating EBR user.
if you are installing EBR Manager in workgroup environment, login to the
EBR Manager node using the user created in Creating EBR user in a
workgroup section in Creating EBR user.

3.2 Install Operating System on the EBR Manager VM

For detailed information about installing the operating system and creating a new
virtual machine, see the latest version of the PlantCruise by Experion Software
Installation User’s Guide.

3.3 Installing the EBR Manager Software package

Installing the EBR Manager Software package
The EBR Manager Software package is designed for installation on the Manager Node in
a centrally managed environment.

The following components are available on the EBR Installation DVD for installation.

 Acronis Backup 12.5

 EBR Scripts

Note: Installation of the EBR Manager Software package is not supported on

encrypted file systems.

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 3. Installing EBR Manager
3.3. Installing the EBR Manager Software package

ATTENTION
Leave the computer undisturbed during EBR Manager software installation
(recommended.)
When installing the EBR Manager, do not perform any other operation -
except for the inputs to be provided to the Manager installation wizard.

To install EBR Manager Software package:

1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box
appears.

2. Double-click Open Folder to view files.

Note: If the AutoPlay dialog box does not appear, right-click the DVD/CD drive
and then select Open.
Or
Open Windows Explorer, and then navigate to the DVD drive.

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3. Right-click Setup.exe, and select Run as administrator from the drop-down list.
The User Account Control dialogue box appears.

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4. Click Yes.
The Honeywell Experion Backup and Restore window appears.

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5. Click Next.
The License Agreement dialog box appears.

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6. Read the license agreement, select I accept the terms in the License
agreement, and click Next.
The License Information dialog box appears.

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3.3. Installing the EBR Manager Software package

7. Type the system numberin in the System Number field.

8. Type authorization number in the Authorization Field.

Note: The System Number and Authorization Number are available from the License
Authorization of Honeywell. This information determines which software packages you are
authorized to install.

9. Click Next.
The Features and Options Selection dialogue box appears.

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10. Select Acronis Backup 12.5 and EBR Scripts, and click Next.
The Summary dialogue box appears.

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Click Install.
The wizard installs Acronis Backup 12.5.

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NOTE: The checkbox on left hand column displays the status of completion after each
component installation.

11. As the installation progresses, the ACRONIS SOFTWARE LICENSE AGREEMENT

dialogue box appears.

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12. Select I accept the terms of this license agreement check box and uncheck Join
Acronis Customer…… check box.

13. Click Proceed. The following window appears.

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14. Click Customize Installation settings to customize the settings.

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15. The Installation settings window appears.

16. Click Change next to What to Install

The What to install window appears

17. By default, the following options are selected:

 Management Server
 Monitoring Service
 Agent for Windows
 Bootable Media Builder
 Command-Line Tool
 Backup Monitor
Select the below listed options as per your requirement.

 Agent for VMware (Windows)

 Agent or VMware (Virtual Appliance)
 Storage Node
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 Catalog Service

18. Click Done.

The Installation settings window appears.

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19. Click Change next to Logon account for the agent service, Logon account for
the management server service, Logon account for the storage node service
and log in using the credentials that were created for EBR in domain
environment. For example, domain\user.

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20. Click Done.

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21. Select Install a backup agent and Acronis Backup Management Server and click
Install Acronis Backup.

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22. After the wizard installs Acronis Backup, click Close.

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23. The Status Display window appears.

After the wizard installs EBR Scripts, click OK.

This completes the EBR Manager installation.

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3.4. Adding Licenses to EBR Manager

3.4 Adding Licenses to EBR Manager

TIP
If the Windows Security Alert window appears, click Allow Access.

Step Action

1 Log on to the EBR Manager node.

2 Launch Acronis Backup 12.5.

3 At the left pane of the Acronis Backup home page, click Settings >
Licenses.
The Licenses page appears.
4 Navigate to the LicenseKeys-EBR.html file in the EBR License folder.
5 Open the LicenseKeys-EBR.html file in the EBR License folder of the EBR
Installation DVD.
6 Copy the required server/workstation key from the keys list.
7 Click Add keys tab on the Licenses page.
8 Paste the copied license key.
9 Click Add, and then Done.

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 4. Installing EBR agents in physical environment
4.1 Installing EBR Server/Desktop software package on a
physical node
Minimum computer requirements for installing EBR Server
software package
 Windows OS
- Embedded Microsoft Windows Server 2016 Standard
 RAM – 8 GB
 Free Disk Space – 4GB
Minimum computer requirements for installing EBR Desktop
software
 Windows OS
- Embedded Microsoft Windows 10 Enterprise
 RAM - 4GB
 Free Disk Space – 4GB

Prerequisites
 Ensure that you log on with the dedicated EBR user account.
Note: If the dedicated EBR user account does not exist, a new dedicated user account
must be created. For creating a new EBR user see .

Installing the EBR Server/Desktop software package

Note: This procedure is for local installation of EBR on server/workstation nodes using
the EBR Installation DVD.
To install the EBR Server/Desktop software package

1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box
appears.

2. Double-click Open Folder to view files.

Note: If the AutoPlay dialog box does not appear, right-click the DVD/CD drive
and then select Open.

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4.1. Installing EBR Server/Desktop software package on a physical node

Or
Open Windows Explorer, and then navigate to the DVD drive.

3. Right-click Setup.exe, and select Run as administrator from the drop-down list.
The User Account Control dialogue box appears.

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4. Installing EBR agents in physical environment
4.1. Installing EBR Server/Desktop software package on a physical node

4. Click Yes.
The Honeywell Experion Backup and Restore window appears.

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5. Click Next.
The License Agreement dialog box appears.

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6. Read the license agreement, select I accept the terms in the License
agreement, and click Next.
The License Information dialog box appears.

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7. Type the system numberin in the System Number field.

8. Type authorization number in the Authorization Field.

Note: The System Number and Authorization Number are available from the License
Authorization of Honeywell. This information determines which software packages you are
authorized to install.

9. Click Next.
The Features and Options Selection dialogue box appears.

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4.1. Installing EBR Server/Desktop software package on a physical node

10. Select Acronis Backup 12.5 and EBR Scripts, and click Next.
The Summary dialogue box appears.

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Click Install.
The wizard installs Acronis Backup 12.5.

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NOTE: The checkbox on left hand column displays the status of completion after each
component installation.

11. As the installation progresses, the ACRONIS SOFTWARE LICENSE AGREEMENT

dialogue box appears.

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12. Select I accept the terms of this license agreement check box and uncheck Join
Acronis Customer…… check box.

13. Click Proceed.

14. Select Install a backup agent and enter IP addres of previously installed
Management server.

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15. Click Install Acronis Backup.

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16. After the wizard installs Acronis Backup, click Close.

17. The Status Display window appears.

After the wizard installs EBR Scripts, click OK.

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4.2. EBR Scripts

This completes the EBR Manager installation.

4.2 EBR Scripts

Installing EBR Scripts
1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box
appears.

2. Double-click Open Folder to view files.

Note: If the AutoPlay dialog box does not appear, right-click the DVD drive and
then select Open.

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Or
Open Windows Explorer, and then navigate to the DVD drive.

3. Right-click Setup.exe, and select Run as administrator from the drop-down list.
The User Account Control dialogue box appears.

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4.2. EBR Scripts

4. Click Yes.
The Honeywell Experion Backup and Restore window appears.

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5. Click Next.
The License Agreement dialog box appears.

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4.2. EBR Scripts

6. Read the license agreement, select I accept the terms in the License
agreement, and click Next.
The License Information dialog box appears.

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4.2. EBR Scripts

7. Type the system numberin in the System Number field.

8. Type authorization number in the Authorization Field.

Note: The System Number and Authorization Number are available from the License
Authorization of Honeywell. This information determines which software packages you are
authorized to install.

9. Click Next.
The Features and Options Selection dialogue box appears.

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4.2. EBR Scripts

10. Select EBR Scripts and click Next.

The Summary dialogue box appears.

11. Click Install and then once the installation is completed, click OK.

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4.2. EBR Scripts

ATTENTION
EBR Scripts are applicable to Server nodes and Console Stations.
EBR Scripts do not get installed if Workstation/Servers added per Section
5.2. In such cases, install the EBR Scripts per above procedure.
EBR scripts cannot be run as part of the backup policy of a virtual machine.
We recommend creating a scheduled task in Windows to run the EBR script
locally on the virtual machine prior to the actual EBR backup of the virtual
machine. Applicable for Experion Server only.

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 5. Adding computers to the management server
Adding computers to the management server requires you to connect the management
console to the management server.

5.1 Adding Windows Server to the EBR manager

Step Action

1 Login to the home page of Acronis Backup 12.5.

On the Acronis Backup 12.5 home page, click Add.

The Add devices pane appears.

2 In the Add devices pane, select Windows under Servers.

a) Specify the machine IP address or name, Username and password for the
machine to be added.
b) Click Add.

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3 The computer gets added and appears on the All devices page.

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5.2. Adding Windows workstation to the EBR manager

5.2 Adding Windows workstation to the EBR manager

Step Action

1 Login to the home page of Acronis Backup 12.5.

2 On the Acronis Backup 12.5 home page, click Add.

The Add devices pane appears.

3 In the Add devices pane, select Windows under workstation.

a) Specify the machine IP address or name, Username and password for the
machine to be added.
b) Click Add.

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3 The computer gets added and appears on the All devices page.

ATTENTION
Refer Setting up EBR in a virtual environment before you perform steps in
Adding VMware ESXi virtual machines to EBR Manager

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5. Adding computers to the management server
5.3. Adding VMware ESXi virtual machines to EBR Manager

ATTENTION
If user adds a machine (workgroup) that is not a member of an Active
Directory domain, User Account Control (UAC) must be disabled
To disable UAC
Do one of the following depending on the operating system:
 In a Windows operating system prior to Windows 8:
1. Go to Control panel > View by: Small icons > User Accounts >
Change User Account Control Settings
2. Move the slider to Never notify. Then, restart the machine.
3. Also, disable from registry.
 In any Windows operating system:
1. Open Registry Editor.
2. Locate the following registry
key: HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVe
rsion\Policies\System
3. For the EnableLUA value, change the setting to 0.
4. Restart the system.

5.3 Adding VMware ESXi virtual machines to EBR

Manager

Step Action
1 Login to the home page of Acronis Backup 12.5.
2 Click Add on the Acronis Backup 12.5 Home page.
The Add devices pane appears.

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5.3. Adding VMware ESXi virtual machines to EBR Manager

Step Action

3 In the Add devices pane, select VMware ESXi under Virtualization Hosts.
The Add VMware ESXi Virtual machines pane appears.
4 Choose an Agent for VMware installation method.
a) Specify the IP address or name, Username and password for vCenter or stand-alone
ESXi to be added, and then click DEPLOY to Deploy as a virtual appliance to each host
of a vCenter. Click SETTINGS to edit the Virtual Appliance settings and deploy.

b) Specify the IP address or name, Username and password for ESXi Host to be added,
and then click CONNECT, Specify the IP address or name for vCenter or stand-alone

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5.3. Adding VMware ESXi virtual machines to EBR Manager

Step Action
ESXi to remotely install on a machine running windows.

c) Specify the IP address or name, Username and password for the machine with the
agent, and then click CONNECT, Specify the IP address or name for vCenter or stand-
alone ESXi to Register an already installed agent.

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 6. Setting up EBR in a virtual environment
6.1 Introduction
In EBR R501, Management Server, a machine is considered virtual if it can be backed up
from the virtualization host without installing an agent on the machine. Such machine
appears in the Virtual machines section.

ATTENTION
To backup a Fault Tolerant protected VM, install the EBR agent locally in the
same way as a physical machine.

See the EBR SCN for VMware vSphere versions supported by EBR R501.

6.2 Virtual Appliance

Acronis Backup 12.5 enables backup and recovery of ESX(i) virtual machines without
installing the agents into the guest systems. This backup method is known as agent-less
backup.

Agent for VMware vSphere ESX(i) (Virtual Appliance) can be imported or deployed to a
VMware ESX(i) host.

ATTENTION
When using more than one vCenter (e.g. Cluster configuration) you need to
deploy the virtual appliance to every vCenter.
The best practice is to have 1 virtual appliance per each vSphere cluster
where VMs are running on datastore shared among the hosts within the
cluster. There is no hard limit on the number of VMs managed by 1
appliance, though performance might be impacted if 1 appliance is managing
more than 30-40 VMs - in this case it makes sense to increase RAM up to
4GB on the appliance and add 1 CPU core to it or else deploy Virtual
Appliance to each Individual ESXi Host.

6.3 Getting started

Prior to taking backup of virtual machines, you must do the following:

1. Install latest VMware Tools on every virtual machine to be backed up

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6.3. Getting started

2. Configure Network router

3. Prepare list of free IP addresses available for each host. This is required to
allocate an IP address from management network subnet to agents for each
ESX(i) host.

4. Collect user credentials for vCenter and ESX(i) Hosts

Network router configuration

The router or a similar network device must not block traffic from the management
server through the device.

Recommended ACLs to be set on the management interface of the gateway router in

the outbound direction are as follows:

1. 443

2. 902

3. 9876

TIP
For more details, refer Experion Virtualization: Network Router Configuration
Best Practices.
https://www.honeywellprocess.com/library/support/Documents/Trusted/Experi
on/NetworkRouterConfigurationBP.pdf
For assistance related to network router configuration, contact your System
Administrator.
Contact your Network Administrator to ensure that the changes are
implemented if ACLs are being applied to the router.

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6. Setting up EBR in a virtual environment
6.4. Deploying Agent for ESX(i) from EBR R501 Manager

Preparing the list of free IP addresses for agent for ESX(i) host
The agent for ESX(i) host uses an IP. Before deploying the appliance ensure there are
free IPs on the management network subnet. Make a list of free IP addresses for each
ESX(i) host.

For Example:

ESXi Host Virtual Appliance Name IP Address of the

Virtual Appliance

ExperionServerESXi AcronisVirtualApplianceES1 10.1.21.333

Note: You can prepare a table for your site as shown in the above example.

Administrator credentials for vCenter and ESX(i) Hosts

You should know the administrator credentials for vCenter and ESX(i) Hosts.

6.4 Deploying Agent for ESX(i) from EBR R501 Manager

Adding VMware ESX(i) virtual machines to the EBR Manager automatically deploys
Virtual Appliance to each host of VCenter. Refer to Section 5.3, Adding VMware ESXi
virtual machines to EBR Manager for more details.

6.5 Applying license to the virtual appliance

Licenses are assigned automatically to the virtual appliances by the license server. If this
does not happen, see security.

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6.6. Configuring Bindings

6.6 Configuring Bindings

In cases where less Agents have been deployed than there are hosts or where more
granular control of Agent to VM workloads is desired Agent bindings can be customized.

ATTENTION
If the number of VMS are considerably more, then this binding concept will
help to balance the load between the virtual appliances.

6.7 Removing agent for ESX(i) from EBR manager

To remove Agent for ESX(i) from EBR manager:

Step Action

1 Connect to the EBR Manager.

2 In the home page, click All Devices. The All Devices page appears.

3 Select the respective Virtual Appliance of the ESX(i) host that needs to be
removed from the EBR Manager.
The options window pane for the selected Virtual Appliance appears.

4 Click Delete from the options window pane for the selected Virtual
Appliance.
The Delete Machine window appears.

5 Click Delete to remove the ESX(i) host from the EBR Manager.

ATTENTION
If the Virtual Appliance for the respective ESX(i) host is deleted from the EBR
Manager, it also removes all Virtual machines it is associated with.
All the associated Virtual Machines are removed from the EBR Manager but
will remain in the VCenter.

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 7. Backup Planning
7.1 Backup considerations
When developing a backup plan, consider the following:

 What are the prerequisites (if any) before backups are started?

 Which system nodes and data repositories are backed up?

 Are the backups hourly, daily, weekly, or monthly? What time of the day, is
the backup performed?

 What type of backup is required for each node—full, incremental, or

differential?

 How are the backups tracked when developing the backup plan?

 Where are the backups stored?

 Are the backups performed correctly?

 How can the backup plan effectively manage the following unexpected
events?

 Natural events: Fire, flood, earthquake, storms, and extreme weather

conditions.

 Technological events: Hardware, software, power failure, virus, and

service denial.

 Human events: Judgment error, theft, vandalism, misconduct, and

security breach.

Preventing data loss

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7.1. Backup considerations

One method of preventing data loss due to unexpected events is to perform regularly-
scheduled system backups. You must analyze the importance of your data and systems
and ensure that an appropriate backup plan is established and performed regularly.

You can monitor system usage and other controls to check the load on system resources
such as hard disks and networks. This enables you to perform needed upgrades and
preventive scheduled maintenance before a hardware or software failure occurs.

The integrity of your data and systems must be maintained by regularly running virus
scans to ensure your systems are not infected.

Prerequisites for a backup

You must know the nodes and node types in your system to determine the following:

 Which nodes are backed up?

 Which drives in each node are backed up?

 Which server is used as the archive for the backup?

Centralized backup management

Administrative activities include creating and scheduling backup jobs, monitoring the
progress and results of those jobs through logs and event notifications, and controlling
the backup jobs. You can accomplish these activities using the Management Console to
manage locally, centrally, or remotely.

File naming guidelines

Be consistent with naming backup files. In addition, the names must be clear and
meaningful. This makes the task of restoring data easier. For example, for a node named
“ESVR_1,” a good backup filename would be “ESVR_1_C” rather than “C_Drive.” This
provides proper identification of the backup file when you copy or export the file to
another location.

Backup after Windows Update

It’s recommended to backup the machine prior to and after loading Windows updates
to the system.

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Staggering start times

When scheduling backup jobs for multiple nodes, stagger start times (recommended) so
that only one node is backed up at a time (to minimize loading on the network).

Storing Backups

CAUTION Do not use the local hard disk of the node being backed up to store
backup images. If the hard disk becomes full, it can impede the node’s
performance.
Do not use the shared storage of Honeywell Premium Platform for
Virtualization for storing backups.

Typically, a Target Node does not contain sufficient space to store all backups. Storing a
backup on a Target Node may degrade the performance of the node. In addition, if the
hard disk drive in the Target Node fails, all backups are lost.

For security purposes, the server that stores the backups must be located in the most
physically secure location.

The number of nodes in your system determines the number of servers required.

The primary guideline is that each full backup requires about half the amount of space
as the hard disk being backed up.

Offsite storage
The frequencies of the backups are determined by the importance of the data and
systems. Any mission-critical systems or data (those that must be recovered within
minutes or hours of the system failure) must be backed up and taken offsite at least
daily. The location you choose is important. The backups must not only be safe and
secure, but must be easily accessible in the event of a disaster.

It is recommended that you transfer backup images onto a DVD or tape (a CD may not
contain sufficient capacity) on a regularly-scheduled basis. You can store the media
offsite in a secure temperature-controlled environment for long-term storage. In
addition, you can define the backup retention rules for the media.

EBR also offers the ability to Export —copying backup images from one location to
another.

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Backup/restore speed
Both the backup and restore procedures transfer data at a rate of 1Gigabit per minute
to a network drive (based on the uncompressed disk space in use). Backup to a USB
hard disk mounted locally has similar performance. However, the recovery time is
nearly twice as fast.

Network speed depends on:

Network destination: Device type (NAS), network bandwidth (1GB or bonded with 2GB)
and the source or traffic that is traversing a router. For example: If the source is a
100Mb physical machine, it would be slower than a 1GB virtual machine backup from a
host.

Network throttling setting: A setting that limits available bandwidth utilization.

For older platforms, the transfer rate may be 0.5 Gigabits per minute to a network drive.

Scanning a hard disk with anti-virus software may require up to 75 percent longer time
to complete if performed concurrently with a backup job.

In each of these cases, the impact on the time required for the backup is less than 10
percent.

Note: The approximate data provided is valid in ideal conditions.

Rebuilding or restoring data

Do not rebuild or restore a database at the same time that a backup is being performed.
Database corruption can occur when the node is low on hard disk space and you are
performing a database rebuild when a backup is in progress.

Running disk I/O intensive applications

Running disk I/O intensive applications at the same time a backup is being performed
can cause a significant performance impact on the time required to complete the
backup and/or to complete the other application. It is best to avoid using these
applications at the same time.

Controller checkpointing should not be performed when an EBR backup job is running.

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Running disk defragmentation software

Do not run disk defragmentation software when a backup is in progress. It causes the
backup image to be invalid and you are not allowed to restore the hard drive. In
addition, do not run any partitioning software at the same time when a backup is being
performed.

Running general applications

Some general applications must be disabled when a backup is in progress. For example,
ScanDisk, as this is a disk intensive activity. In addition, you must avoid Honeywell-
specific actions such as Experion Server synchronization, archiving/restoring to/from a
tape, and file transfer to/from the LCN.

Virtual Machines with snapshots

VMs with snapshots will have performance issues, which could cause Experion server
issues. We do not recommend running ON process VMs with snapshots. Also, snapshots
should not last more than 48 hours, due to the performance issues to the machine.

Data compression
Using data compression, you can save recovery points in a smaller size file.

TIP
It is recommended that you use the Normal option for data compression, as it
provides the best overall performance results.

EBR R501 provides the following compression options:

 None – Data is copied as is without any compression.

 Normal – Honeywell recommends this option.
 High – The backup size is typically less than a Normal compression.
 Maximum – Compresses the Data to the maximum possible level and takes
the maximum duration to complete the backup.
Using routers
Although you can backup a device through a router, this could affect the routed traffic.
It is recommended that you check with the local IT department regarding any possible

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7.2. Deduplication

impact on traffic. Where possible, it is recommended that the backup images be stored
on a device that is on the same LAN segment as the Target Nodes.

7.2 Deduplication
Deduplication is the process of minimizing storage space taken by the backed-up data
by detecting backup data repetition and storing identical backup data only once. Acronis
deduplicates backups saved to a managed vault if you enable deduplication during the
vault creation. A vault where deduplication is enabled is called a deduplicating vault.

ATTENTION
The storage node component must be installed for using deduplication.
Deduplication is possible only when the backup is stored to a managed vault.

The most important factors that influence deduplication speed are:

 The speed of access to the deduplication database
 The RAM capacity of the storage node
 The number of deduplicating locations created on the storage node.
REFERENCE - EXTERNAL
For more information about Deduplication see, chapter Deduplication best
practices in the Acronis® Backup 12.5 User’s Guide.

7.3 Backup recommendations

Working with system reserved partition
Go to My Computer and ensure that the System Reserved Partition is not allocated a
Drive letter.

If a Drive letter is assigned, then change the Drive letter.

Failure to ensure the prerequisites may result in the system not

CAUTION booting up or the blue screen being displayed after restore.

Changing Drive letter for system reserved partition

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Step Action

1 Click This Pc.

The This PC window appears displaying System reserved partition with a
drive letter assigned to it.

2 Right-click Start > Disk Management.

The Disk Management window appears.

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3 Right-click the System Reserved drive and then click Change Drive Letter
and Paths.
The Change Drive Letter and Paths for System Reserved dialog box
appears.

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4 Click Remove to remove the Drive letter of the System Reserved drive.
A confirmation message appears.

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5 Click Yes.
The following warning message appears.

6 Click Yes.
The Drive Letter is removed from the System Reserved partition of the Disk
Management window.

Experion Servers
 Full backups run weekly.

 Incremental backups run every 8 hours.

Experion Stations, Console Extension Stations, Flex Stations, TPS Stations

 Full backups run weekly.

ACE-T, SIM-ACE-T, and SIM-C200 nodes

 Full backups run weekly.

 Incremental backups run every shift change.

CAUTION Do not schedule backup from 0:00 to 2:00 AM, as Experion

default queries are launched at that time.

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7.4. Backup Types

7.4 Backup Types

With EBR R501, three types of backups are available:

 Full Backup: A self-sufficient backup containing all data chosen for backup.
You do not need access to any other backup to recover the data from a full
backup.

 Incremental Backup: A backup that stores changes to the data against the
latest backup. You need access to other backups from the same archive to
recover data from an incremental backup.

 Differential Backup: A differential backup stores changes to the data against

the latest full backup. You need access to the corresponding full backup to
recover the data from a differential backup.

7.5 Backup Schemes

When creating a backup plan, the following backup schemes are available:

 Always incremental (Single – File)

Under this backup scheme, incremental backups can be scheduled on
Monthly, Weekly, Daily, or Hourly basis.

1. The Monthly option has sub provisions to schedule the backups by Days
of Month or Days of Week.

2. The Weekly option allows the user to schedule backups for Days of
Week.

3. The Daily option allows the user to schedule the backups to Run Every
Day or to Run Monday to Friday.

4. The Hourly option allows user to schedule the backups to run on hourly
basis or within the specified time.
Note: The user can select the date range to run the backup plan based
on requirement

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 Always full
Same as Always incremental (Single – File), this backup scheme too can be
scheduled on Monthly, Weekly, Daily, or Hourly basis, but for full backups.

1. The Monthly option has sub provisions to schedule the backups by Days
of Month or Days of Week.

2. The Weekly option allows the user to schedule backups for Days of
Week.

3. The Daily option allows the user to schedule the backups to Run Every
Day or to Run Monday to Friday.

4. The Hourly option allows user to schedule the backups to run on hourly
basis or within the specified time.
Note: The user can select the date range to run the backup plan based
on requirement.

 Weekly full, Daily incremental

This backup scheme provides provision for the user to schedule full backups
on weekly basis and incremental backups on daily basis.
Note: The user can select the date range to run the backup plan based on
requirement.

Custom
This backup scheme provides provision for the user to schedule full, differential, and
incremental backups on Monthly, Weekly, Daily, or Hourly basis based on requirement.
The user can add multiple schedules under each backup types.

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7.6. Scheduling backups

7.6 Scheduling backups

You can set a schedule for backup tasks. This helps in running the backup tasks
systematically.

The scheduler uses the local time of that particular computer in which the backup plan
exists.

Scheduling considerations

ATTENTION
When scheduling backup jobs for multiple nodes, Honeywell recommends
backing up only one node at a time by staggering the start times.
It is better to schedule backup operations on a predetermined timeslot to
avoid any inconvenience or interruption.

Scheduling the frequency of backups depends on the following factors:

 Rate of data change (configured data)

 Database availability

 Value of the data to the company

7.7 Default Backup settings

Each Acronis agent has default backup options. The default options have pre-defined
values. When creating a backup plan, you can use a default option, or use a custom
value applicable to that particular plan.

In addition, you can customize a default option by changing the default values. The new
value is used by default for all the backup plans that are created on that computer.

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To view and change default backup options:

Step Action
1 Connect to the management server.

REFERENCE - INTERNAL: For more information about connecting to the

management server, see Adding computers to the management server.

2 Select Options.
3 Select Default backup and recovery options.
4 The Default Backup and Recovery Options window appears. Review and
change the default backup options as required.

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7.7. Default Backup settings

Default backup options

Available default backup options for EBR R501 and Honeywell
recommendations for these options are listed in the following table:

Default backup option Default setting (Preset) Honeywell

recommendation
Alerts No Select if required

Backup File Name No Select if required

Backup Start Condition No Select if required

Backup Validation No No

Changed Block Tracking Yes No

(CBT)

Compression Level Normal Normal

Email Notifications Not configured No

Error Handling Re-attempt (Yes) 30 nos Re-attempt (Yes) 30 nos

Fast Yes Yes

Incremental/differential
backup

File filters No filters Add filters if required

LVM snapshotting By the backup software Change to "By LVM" if

required.
Multi-volume snapshot Yes Yes

Performance Low Low

Pre-post commands No Yes

Pre-post data capture No No

commands

SAN hardware snapshots No Select if required

Scheduling No settings Add if required

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Default backup option Default setting (Preset) Honeywell

recommendation
Sector-by-sector backup No No

Tape Management No Select if required

Task failure handling No No

Volume Shadow Copy Yes Yes

Service (VSS)

Volume Shadow Copy Yes Yes

Service (VSS) for virtual
machines

Weekly backup Monday Monday

Windows event log No Yes

REFERENCE - EXTERNAL
For more information about Backup options see, chapter Backup in the
Acronis® Backup 12.5 User’s Guide.
For Tape Management settings see section Tape Management in the
Acronis® Backup 12.5 User’s Guide.

7.8 Retention rules

With EBR R501, you can set two types of retention rules for your backup archives. They
are based on:
a) Click on HOW LONG TO KEEP in the backup plan pane to open the Cleanup pane where the
following options can be selected as per user requirement.
Cleanup by Backup age.
Under this option, the Monthly, Weekly & Daily backups retention time can be individually
selected based on user requirement.
Cleanup by number of backups
Under this option, backups can be set to retain till it reaches the desired maximum number
configured here based on user requirement.
Keep backups indefinitely
By selecting this option, the backups will be retained for an indefinite time.

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b) Switch to single rule for all backup sets option available at the bottom of the cleanup pane
provides provision for the user to create single rule for all backup sets by setting the number
of hours, days, weeks, months or years to retain the backup files.
c) Click Done.

7.9 Setting up a storage Node

TIP
The Storage Node component must be installed on the node before adding it
as a storage node on the management server. See Installing EBR Manager
for more details.

Adding a Managed Location

1. Log on to the EBR Manager node.

2. Launch Acronis Backup 12.5.
3. At the left pane of the Acronis Backup home page, click
Plans>Backup>Create plan> (After configuring What to Backup,
Devices, Application Backup)>Where to Backup>Add
Location>Storage node.
4. The Add location page appears.
To create a managed location on a local or network folder, click the
respective Storage node
5. The Location managed by storage node page appears.

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6. In the Name box, enter the applicable name.

7. In the Path box, enter the respective path or click Browse and locate
the applicable folder.
8. Click Done.

ATTENTION
There is no limitation for Acronis Storage Nodes that can be registered on
Acronis Management Server. Regarding the vaults - the non-deduplication
vaults must not affect the Acronis Storage Node performance but for the vault
with deduplication - we recommend to use one vault per Acronis Storage
Node.

To protect the location with encryption

1. Log on to the EBR Manager node.
2. Launch Acronis Backup 12.5
3. At the left pane of the Acronis Backup home page, click Devices > All
machines
4. All machines page appears.
5. Select the respective machine that needs to be encrypted.

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6. Click Backup from the options window pane for the selected machine.
Click Add Backup Plan.
7. Choose a backup plane page appears.
8. Click Create new
9. New backup plan page appears

10. .

5. Click Encryption
Encryption window appears.

6. Create a Password and confirm the password.

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Select the respective Encryption algorithm from the dropdown.

By default, AES256 will be selected.

7. Click OK.

Deduplication
1. Log on to the EBR Manager node.
2. Launch Acronis Backup 12.5
3. At the left pane of the Acronis Backup home page, click Plans >
Backup > Add location.
4. The Add location page appears.
5. Click Storage Node
6. The Location Managed by Storage Node page appears.
7. Click Deduplication button to ON. By default, this option will be in
OFF stage.

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ATTENTION
 Only if deduplication is enabled specify or change the Deduplication
database path field value.
 This must be a folder on a hard drive local to the storage node. To
improve the system performance, we recommend that you create the
deduplication database and the managed location on different disks.

8. Click Done.

7.10 Backup Replication

1. Log on to the EBR Manager node.
2. Launch Acronis Backup 12.5
3. At the left pane of the Acronis Backup home page, click Plans >
Backup replication plans > Create Plan.
4. The New replication plan page appears.
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5. You can view/edit the Agent, Destination and How to replicate

options based on the user requirements.

6. Click Create.

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8.1 Getting Started
Sample backup configuration form Table is a sample backup configuration form that
you can create as a spreadsheet to simplify backup scheduling by having all the data in
one place. After entering the data, you can use the spreadsheet data to configure
backups for each node.
Table 1. Sample backup configuration form

Configuration Information Range/Options/Notes Node A Node B

Node Number

Node Name

Node Type

Hardware Platform (optional)

Drives to be backed up

General backup information:

 Network file name Name of backup file

 Network folder name of

backup

MAC Address

IP Addresses:

 Node (Yellow FTE)

 Default Gateway

 File Server

 Access credentials for Vault

Scheduling backups  Once

(Full or Base with  Weekly
incrementals):  Monthly
 No schedule

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8.2. Creating a backup plan for a physical node

Configuration Information Range/Options/Notes Node A Node B

 Weekly:

 Day of the week Sun, Mon, Tue, Wed, Thu, Fri, Sat

 Start time Hours: Minutes AM/PM

 First backup of each day Hours: Minutes AM/PM

 Last backup of each day Hours: Minutes AM/PM

 Monthly:

 Day of the month 1–31

 Start time Hours: Minutes AM/PM

 Number of hours between 1–8

incrementals

Data compression:  Normal (recommended)

 High
 Maximum
 None

Validate backup after Not recommended. Verification

creation doubles the time to finish a backup.
 File descriptor
(for each node backup)

 File size  Blu-ray Disc

 Tape:

Limit number of backups for 5 backups maximum per week are

each hard disk recommended.
1 backup at month-end is
recommended.

User credentials for backup plan and vault

You must know the credentials of the EBR User Account and the credentials for the
Vault before creating a backup plan.

8.2 Creating a backup plan for a physical node

To create a backup plan for a physical machine

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8.2. Creating a backup plan for a physical node

Step Action
1 From the Home page of Acronis Backup 12.5, click ADD option to add the
required physical node to the All devices list by specifying the respective
machine name or IP address and entering the login credentials.
2 Select the required physical machine from the all devices tab of the Acronis
Backup 12.5 home page.
3 Select the option Backup from the popped up menu on the right side of the
Acronis Backup 12.5 home page for the selected physical node.
4 Use the Create New option to create a new backup plan for the selected
physical node and provide a name for it by clicking the Edit icon.

ATTENTION
While selecting the volumes to be backed up for nodes loaded with
Embedded Microsoft Windows 10 Enterprise and Embedded Microsoft
Windows Server 2016 Standard operating systems:
 Select the C drive as well as the System Reserved partition (if present).
 If you used Custom Install Path for any software installation, then select
that drives as well.
5 Click What to back up to select entire machine or disks / volumes.
The Entire machine option is used to take the entire machine backup.
Note: The user can enable or disable the application backup for selected
entire machine backup of the physical node.
When the option disks / volumes is selected, the Items to backup option is
enabled .beneath where the user can add rules and select what item to be
backed up. Press OK.

ATTENTION
If your operating system and its loader reside on different volumes, always
include both the volumes in the backup. Recover the volumes together;
otherwise there is a high risk of the operating system failing to start.

Where to back up

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Step Action

ATTENTION
Ensure that the disk has sufficient space before starting the backup, if the
backup destination is not a vault, but any one of the following:
 USB drive
 Blu-ray disk
6 Click the Where to backup option to specify the location where the backup
needs to be saved.
The Location dialog box appears.
7 Select any of the following as necessary:
a. Browse Local folders to save the backup in a local folder.
b. Browse Network folder using the respective login credentials to save
the backup in a network; location
c. Click Done.

How to back up
8 Select the appropriate Backup Scheme to schedule the required backup
plan under schedule option. Please refer the Section 7.4, Backup Schemes
for more details. The schedule option can be turned ON or OFF as per
requirement.

Click Done.

TIP
It is recommended to use the Custom back up scheme.

TIP
When you schedule the task to run, the following options are available:
 Add schedule: Use this option to create more than one
schedule.
 Delete: Use this option to delete a schedule.
 Change: Use this option to edit the schedule.
9 In the HOW LONG TO KEEP option, select a scheme that suits your
requirement.
a) Cleanup by backup age
In this cleanup option, individual rule for each backup sets can be
selected on Monthly, Weekly, or Daily basis.
OR

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Step Action
Single rule for all backup sets can be selected.
b) Cleanup by number of backups
Schedule cleanup when the maximum number of backups is reached.
c) Keep backups indefinitely

d) Click Done.
10 Encryption option can be used to protect the backup files by providing case
sensitive passwords and selecting encryption algorithms.
11 Click Apply.

ATTENTION
Use EBR Scripts taking backup of Server nodes and Console Stations.
EBR Scripts do not get installed if Servers/Workstation added per Section
5.1/5.2 respectively. In such cases, install the EBR Scripts per above
procedure.
If VM machines added using Virtualization Hosts option per section 4.2, the
EBR Scripts cannot be used.

ATTENTION
The Passwords set for the backup files using Encryption option in the
backup plan must be secured, as the same needs to be provided during
Recovery procedure.

ATTENTION
Enter EBR Administrator credentials when prompted.

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8.3. Running backup job manually

CAUTION  Server synchronization may corrupt a backup. Ensure that the

servers do not synchronize during the backup.
 Backups must not be scheduled when internal checks and
procedures are being performed by the Experion system.
Scheduling a backup during this period may corrupt the backup.
To ensure your backup does not conflict with this time period,
avoid scheduling backups between midnight and 3 AM. The
backup timings must be reviewed against the plant operating and
administration policies as they could change based on the
operating environment and operations specific to your plant.
 During the backup, ensure that Controller Checkpoint saves are
not running in the background or scheduled to run. To check this,
choose Control Builder Menus Controller > Checkpoint >
Schedule Checkpoint Tasks. Then, click Stop to cancel all the
running and scheduled tasks.
 Ensure event archiving is not occurring.

8.3 Running backup job manually

Run a Backup job on demand. The Run option allows you to run any
backup job when required, even if the backup job is scheduled.

1. Click Start > Acronis > Acronis Backup. The Acronis Backup window
appears.
2. Under Devices, select devices for backup.
3. Click Backup on right pane.
4. Select the Applied backup plan.
5. Click RUN NOW to start the backup.
The backup job starts.

8.4 Editing backup jobs

You can edit or modify the backup job settings. To edit or modify backup
job settings:

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8.5. Deleting backup plans/jobs

1. Click Start > Acronis > Acronis Backup. The Acronis Backup window
appears.
2. Under Devices, select devices for backup.
3. Click Backup on right pane.
4. Under Applied backup plans, click Settings icon and select
Edit.
5. Review and change the required backup plan settings. To change,
click on the corresponding backup entity.
6. Click Done after changes.
7. Click Save Changes in Applied backup plan window.

8.5 Deleting backup plans/jobs

Disabling a backup job locally using Server/Desktop console:

1. Launch Acronis Backup 12.5

2. At the left pane of the Acronis Backup home page, click Plans >
Backup
Backup plans page appears.
3. Select the respective plan that needs to be deleted.
The Delete plan pop-up appears.

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0.

4. Click DELETE.

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8.6. Backup in a recovery environment

8.6 Backup in a recovery environment

To back up in a recovery environment:

Step Action
1 Insert the EBR Recovery DVD into the DVD drive.

ATTENTION
Ensure that the computer starts from the DVD drive.
2 Restart the computer using the EBR Recovery DVD.
3 After the computer hardware analysis is completed in the EBR recovery
environment, the computer restarts within 5–7 minutes.
The Starting Acronis Loader message appears, followed by the Acronis
Rescue Media welcome screen.

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8.6. Backup in a recovery environment

Step Action
4 On the Acronis Rescue Media welcome screen, the following options are
displayed:
 Acronis Universal Restore
 Acronis Backup (64-bit with UEFI support)
 Continue OS booting
a) Click option – Acronis Backup (64-bit with UEFI support) to proceed to
the Acronis Home Page.

The Acronis Bootable Agent screen appears.

This process takes a few minutes.

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Step Action
4 The Acronis Bootable Agent dialog box appears. Click Configure Network

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8.6. Backup in a recovery environment

Step Action
5 The Network Settings dialog box appears. Enter the appropriate network
settings and then click OK.

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8.6. Backup in a recovery environment

Step Action
6 The Acronis Bootable Agent dialog box appears. Click Manage this
machine locally.

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8.6. Backup in a recovery environment

Step Action
7 The Management console appears. On the home page, under Actions,
click Back up now. The Back up now page appears.

What to backup

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8.6. Backup in a recovery environment

Step Action
9 Click Items to back up.

The Data to Back Up dialog box appears.

In the Data to back up list, select Disks/volumes or files to back up.

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8.6. Backup in a recovery environment

10 d) Perform any one of the following, as necessary:

a. If you are selecting Disks/volumes, select the check box corresponding
to disk/volume you want to back up.

b. If you are selecting files, select the location from the left pane and then
select the file folders from the right pane.
e) Click OK.

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8.6. Backup in a recovery environment

Step Action

Where to back up

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8.6. Backup in a recovery environment

11 Click Location.

The Location dialog box appears.

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8.6. Backup in a recovery environment

Step Action

12 a. Select the location from the left pane.

b. Provide a name for the new backup archive.
Click OK.

How to back up
13 In the Backup type list, select a suitable option.

Validation
14 In the Validation list, select a suitable option.

Parameters

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8.6. Backup in a recovery environment

Step Action
15 Click Backup options to edit the default backup options.
The Options dialog box appears.

16 Select a suitable option and then click OK.

The Back up now page appears.
17 Click OK.

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9.1 Getting started

Prerequisite: You should have completed the procedures mentioned in Section 6.

Setting up EBR in a virtual environment.

Maintain a backup configuration form

Sample backup configuration form
Table 2 is a sample backup configuration form that you can create as a spreadsheet to
simplify backup scheduling by having all the data in one place. After entering the data,
you can use the spreadsheet data to configure backups for each node.

Table 2. Sample backup configuration form

Configuration Information Range/Options/Notes Node A Node B

Node Number

Node Name

Node Type

Hardware Platform (optional)

Drives to be backed up

General backup information:

 Network file name Name of backup file

 Network folder name of

backup

MAC Address

IP Addresses:

 Node (Yellow FTE)

 Default Gateway

 File Server

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9.1. Getting started

Configuration Information Range/Options/Notes Node A Node B

Access credentials for Vault

Scheduling backups  Once

(Full or Base with  Weekly
incrementals):  Monthly
 No schedule

 Weekly:

 Day of the week Sun, Mon, Tue, Wed, Thu, Fri, Sat

 Start time Hours: Minutes AM/PM

 First backup of each day Hours: Minutes AM/PM

 Last backup of each day Hours: Minutes AM/PM

 Monthly:

 Day of the month 1–31

 Start time Hours: Minutes AM/PM

 Number of hours between 1–8

incrementals

Data compression:  Normal (recommended)

 High
 Maximum
 None

Validate backup after Not recommended. Verification

creation doubles the time to finish a backup.

 File descriptor
(for each node backup)

 File size  Blu-ray Disc

 Tape:

Limit number of backups for 5 backups maximum per week are

each hard disk recommended.
1 backup at month-end is
recommended.

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9.2. Creating a backup plan for a virtual node

9.2 Creating a backup plan for a virtual node

To create a backup plan for a virtual node:

Step Action
1 From the Home page of Acronis Backup 12.5, click ADD option to add the
required VMware ESXi to the All devices list by specifying the respective
host name or IP address and entering the login credentials which adds the
virtual machines that it contains.
2 Select the required virtual machine from the All devices tab of the Acronis
Backup 12.5 home page.
3 Select the option Backup from the popped up menu on the right side of the
Acronis Backup 12.5 home page for the selected virtual node.
4 Use the Create New option to create a new backup plan for the selected
virtual node and provide a name for it by clicking the Edit icon.

ATTENTION
While selecting the volumes to be backed up for nodes loaded with
Embedded Microsoft Windows 10 Enterprise and Embedded Microsoft
Windows Server 2016 Standard operating systems:
 Select the C drive as well as the System Reserved partition (if present).
 If you used Custom Install Path for any software installation, then select
that drives as well.
5 Click What to back up to select entire machine or disks / volumes.
The Entire machine option is used to take the entire machine backup.
Note: The user can enable or disable the application backup for selected
entire machine backup of the physical node.
When the option disks / volumes is selected, the Items to backup option is
enabled beneath where the user can add rules and select what item to be
backed up. Press OK.

ATTENTION
If your operating system and its loader reside on different volumes, always
include both the volumes in the backup. Recover the volumes together;
otherwise there is a high risk of the operating system failing to start.

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Step Action

Where to back up

ATTENTION
Ensure that the disk has sufficient space before starting the backup.
6 Click the Where to backup option to specify the location where the backup
needs to be saved.
The Location dialog box appears.
7 Select any of the following as necessary:
d. Cloud storage to save the backup in the cloud by using login credentials
for Acronis account.
e. Browse Local folders to save the backup in a local folder.
f. Browse Network folder using the respective login credentials to save
the backup in a network; location
g. Click Done.

How to back up
8 Select the appropriate Backup Scheme to schedule the required backup
plan under schedule option. Please refer the Section 7.4, Backup Schemes
for more details. The schedule option can be turned ON or OFF as per
requirement.

Click Done.

TIP
It is recommended to use the Custom back up scheme.

TIP
When you schedule the task to run, the following options are available:
 Add schedule: Use this option to create more than one
schedule.
 Delete: Use this option to delete a schedule.
 Change: Use this option to edit the schedule.
9 In the HOW LONG TO KEEP option, select a scheme that suits your
requirement.
e) Cleanup by backup age
In this cleanup option, individual rule for each backup sets can be
selected on Monthly, Weekly, or Daily basis.
OR

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9.2. Creating a backup plan for a virtual node

Step Action
Single rule for all backup sets can be selected.
f) Cleanup by number of backups
Schedule cleanup when the maximum number of backups is reached.
g) Keep backups indefinitely

h) Click Done.
10 Encryption option can be used to protect the backup files by providing case
sensitive passwords and selecting encryption algorithms.
11 Click Apply.

ATTENTION
The Passwords set for the backup files using Encryption option in the
backup plan must be secured, as the same needs to be provided during
Recovery procedure.

ATTENTION
EBR scripts cannot be run as part of the backup policy of a virtual
machine. We recommend creating a scheduled task in Windows to run
the EBR script locally on the virtual machine prior to the actual EBR
backup of the virtual machine. Applicable for Experion Server only.

ATTENTION
Enter EBR Administrator credentials when prompted.

CAUTION  Server synchronization may corrupt a backup. Ensure that the

servers do not synchronize during the backup.
 Backups must not be scheduled when internal checks and
procedures are being performed by the Experion system.
Scheduling a backup during this period may corrupt the backup.
To ensure your backup does not conflict with this time period,
avoid scheduling backups between midnight and 3 AM. The
backup timings must be reviewed against the plant operating and
administration policies as they could change based on the
operating environment and operations specific to your plant.

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9.3. General recommendations

 During the backup, ensure that Controller Checkpoint saves are

not running in the background or scheduled to run. To check this,
choose Control Builder Menus Controller > Checkpoint >
Schedule Checkpoint Tasks. Then, click Stop to cancel all the
running and scheduled tasks.
 Ensure event archiving is not occurring.

9.3 General recommendations

 Periodically check for logs to see if they are consistent with overall backup
job status and backup status of the node. This ensures that warnings and
errors are consistent with the overall status and not ignored.

 Files and Folder backup cannot be done for Virtual machines. If it is required
to take backup of files and folder on a virtual machine, then EBR Desktop
software or EBR Server software must be installed on the Virtual node. This
will use a workstation/server license. However, if you intend to restore only
files and folders from a backup image, you can do so by mounting the
backup image.

 EBR scripts cannot be run as part of the backup policy of a virtual machine.
We recommend creating a scheduled task in Windows to run the EBR script
locally on the virtual machine prior to the actual EBR backup of the virtual
machine. Applicable for Experion Server only.

TIP
The procedures for Running backup job manually, disabling & deleting
backup jobs, mounting an image and validating backups are same for
Physical nodes and Virtual nodes. For details, see chapter Backups on a
physical node.

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 10. Recovery Planning
10.1. About Recovery Planning

10. Recovery Planning

10.1 About Recovery Planning
This chapter provides instructions for restoring system data to Experion nodes after
recovering from an unexpected event. It would be beneficial to include system
administrators and users in developing the recovery plan. You can then incorporate the
completed backup/recovery plan into your Operations Policy.

10.2 General recovery plan considerations

When developing recovery plan, consider the following:

 What are the possible unexpected events that can affect your process and
system?

 Depending on the unexpected events, what are the possible recovery

procedures?

 What is the recovery procedure for each scenario?

 Do you have to develop a plan for each of the possible recovery scenarios?

 Who performs the recovery tasks?

 If your plant is divided into operational areas, is there a hierarchy of

operational areas to be restarted?

 What is the order in which the system nodes within a cluster or operating
area have to be restarted?

 Where are your backups stored? Are they available from a nearby secure,
temperature-controlled off-site location?

TIP
It is recommended to document the system recovery plan and make it
available to all the participants.

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10.2. General recovery plan considerations

Elements of a recovery plan

The recovery plan is a comprehensive set of measures and procedures that are
implemented to maintain critical resources and infrastructure. This ensures that you
have backup alternatives in place, in case of an unexpected event.

The recovery plan must contain a comprehensive list of actions that you must take
before, during, and after an unexpected event. Having a recovery plan means that your
organization implemented actions that allow you to respond to and recover from an
unexpected event in an organized and efficient manner. The recovery plan must be
documented, tested, and approved to ensure the actions work as planned.

The recovery plan can protect the organization in a number of ways, including:

 Providing a sense of security.

 Ensuring system and resource stability during an unexpected event.

 Minimizing system downtime and recovery.

 Minimizing the risk of permanent loss of critical systems and data.

 Minimizing confusion during an event.

 Minimizing the amount of decision making after the event.

 Providing a platform on which to test various disaster recovery scenarios.

 Ensuring the reliability of secondary systems such as mirror servers and

uninterruptible power supply (UPS) systems.

When developing a recovery plan, you must remember that its instructions may be
carried out in extremely stressful conditions. Therefore, it is essential that the plan
contains easy-to-follow instructions written in a chronological order.

You must perform the following tasks when you begin developing the recovery plan:

 Analyze the business impact

 Perform a risk assessment

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10.3. Overview of tasks to develop a recovery plan

 Develop the recovery plan

 Test and audit the plan

10.3 Overview of tasks to develop a recovery plan

Analyze the business impact
Identify the critical systems, applications, and business processes and prioritize them in
order of importance. You must include:

 System software

 Experion application software

 Control strategies

 History and event archives

 Displays

You must then evaluate the impact of an interruption on each of the systems,
applications, and processes you identified as being critical.
Perform a risk assessment
Assessing the risks to your organization help to identify any weaknesses to your critical
systems, including the physical security of your building, data security, and the
likelihood of a disaster occurring. The risk assessment may help to identify potential
risks to your organization and minimize certain threats by identifying system
vulnerabilities, which you can then address.
Use the recovery plan
Recovery plans help to minimize downtime of your critical systems. The recovery plans
must outline how each of the critical systems, applications, and processes are restored,
and provide a list of resources required for plan implementation.

The recovery teams must be prepared to quickly deal with the unexpected event. With
this in mind, you must ensure that the recovery plan is concise and clearly written.

After the plan has been written and tested, employees must be notified of its existence
and key personnel must be trained in its use. It is important to keep copies of the entire
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10.3. Overview of tasks to develop a recovery plan

plan in a secure offsite location. The plan must be stored in hard-copy format, as well as
electronically, in case computer systems are unavailable.
Test and audit the plan
You must audit and test the plan periodically to ensure that it continues to meet the
organization’s procedures, practices, and policies.

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10.4. Restore modes/options

10.4 Restore modes/options

Universal Restore option
Default recovery options
Available default recovery options for EBR R501 and Honeywell
recommendations for these options are listed in the following table:

Default recovery option Default setting (Preset) Honeywell

recommendation

Backup Validation No Yes

Date and Time for files Yes Yes

Error handling Yes Yes

(less number of attempts
and less interval between
attempts recommended)

File Exclusions Empty Provide file Exclusions as

per requirement.

File-level security Yes Yes

Full path recovery No No

Mount points No No

Performance Normal Normal

Pre-post commands Disabled Enabled based on

requirement.

Windows event log Disabled Enabled based on

requirement.

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 11. Checklists for Restoring Experion Nodes
11.1 Checklists for restoring nodes with similar hardware
Restoring a non-redundant node with similar hardware

Step Task Go to Done?

1 Replace the failed hard disk / failed node and replace Not
the hard disk / reconnect the related cables. applicable
Note: While replacing a failed hard disk ensure the
address pinning is identical to the original unit.
2 Use EBR Recovery Media to restore the hard disk. page 152

Restoring redundant Experion Server A with similar hardware

Step Task Go to Done?

1 Replace the failed hard disk / failed node and replace Not
the hard disk / reconnect the related cables. applicable
Note: While replacing a failed hard disk ensure the
address pinning is identical to the original unit.
2 Use EBR Recovery Media to restore the hard disk. page 152
3 Disable ERDB/EMDB replication from Experion Server page 182
B.
4 Delete the contents of this folder on Experion Server A: Not
 For Experion R5xx applicable

The default path is:

C:\Programdata\Honeywell\Experion PKS\Checkpoint
For custom installation path, navigate to
User selected path\Honeywell\ExperionPKS\Checkpoint
5 Restore the ERDB for Redundant Experion Server A. Page 183
6 Restore the EMDB for Redundant Experion Server A. page 186
7 Use a Station to connect to the primary Experion page 188
Server, and then synchronize both Experion Servers.

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11.1. Checklists for restoring nodes with similar hardware

Restoring redundant Experion Server B with similar hardware

Step Task Go to Done?

1 Replace the failed hard disk / failed node and replace Not
the hard disk / reconnect the related cables. applicable
Note: While replacing a failed hard disk ensure the
address pinning is identical to the original unit.
2 Use EBR Recovery Media to restore the hard disk. page 152

ATTENTION
Ensure you disconnect the node from the network before proceeding to the
next step to avoid the redundant servers communicating with each other
immediately.
3 Delete the contents of this folder on Experion Server B: Not
 For Experion R5xx applicable

The default path is:

C:\Programdata\Honeywell\Experion PKS\Checkpoint
For custom installation path, navigate to
User selectedpath\Honeywell\ExperionPKS\Checkpoint
4 Restore the ERDB for Experion Server B. Page 183
5 Restore the EMDB for Experion Server B. page 187
6 Use a Station to connect to the primary Experion Server, page 188
and then synchronize both Experion Servers.

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11.2. Checklists for restoring nodes after recovery from a virus infection

11.2 Checklists for restoring nodes after recovery from a

virus infection
Considerations
 Depending on your local Operations Policy about viruses, you may want to
disconnect the infected nodes from all the networks and restore them from
removable media to avoid infecting the rest of the network.

 Recovery from a virus infection may require restoring an entire hard disk or
set of hard disks, or it may simply require recovery of a few quarantined
files.

 This procedure can confirm whether the backup image contains the virus,
but it cannot remove the infected file from the backup image.

ATTENTION
If a backup image is infected, some uninfected files can be safely recovered,
but the backup image must not be used for a full disk recovery.

TIP
For this task, you do not need to reformat the hard disk, as EBR restoration
overwrites the entire hard disk.

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11.2. Checklists for restoring nodes after recovery from a virus infection

Restoring a non-redundant node after recovery from a virus infection

Step Task Go to Done?

1 Remove the computer from the network. Not applicable
2 Use EBR Recovery Media to restore the hard page 152
disk.

ATTENTION
Accessing data on an infected disk can also infect the local machine.
3 Use the virus scan software to scan the drive Virus scan
specified in step 2. software
documentation
4 If the virus scan detects a virus in the backup Not applicable
image, use a previously archived, virus-free
image to restore the hard disk.
5 Use EBR Recovery Media to restore the hard Page 152
disk.
6 Add the computer back to the network. Not applicable

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11.2. Checklists for restoring nodes after recovery from a virus infection

Restoring redundant Experion Server A after recovery from a virus infection

Step Task Go to Done?

1 Remove the computer from the network. Not applicable
2 Reformat the hard disk. Microsoft
documentation
3 Use EBR Recovery Media to restore the hard disk. page 152
4 Use the virus scan software to scan the selected Virus scan
disk drive. software
documentation
5 If the virus scan detects a virus in the backup Not applicable
image, use a previously archived backup image to
restore the hard disk.
6 Disable ERDB/EMDB replication for Experion page 182
Server B.
7 Delete the contents of this folder on Experion Not applicable
Server A:
 For Experion R5xx
The default path is:
C:\Programdata\Honeywell\Experion PKS\Checkp
oint
For custom installation path, navigate to
Userselectedpath\Honeywell\ExperionPKS\Checkp
oint
8 Restore the ERDB for Experion Server A. page 183

9 Restore the EMDB for Experion Server A page 186

10 Use a Station to connect to the primary Experion page 188
Server, and then synchronize both the Experion
Servers.

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11.2. Checklists for restoring nodes after recovery from a virus infection

Restoring redundant Experion Server B after recovery from a virus infection

Step Task Go to Done?

1 Remove the computer from the network. Not
applicable
2 Reformat the hard disk. Microsoft
documentat
ion
3 Use EBR Recovery Media to restore the hard disk. page 152
4 Use your virus scan software to scan the selected Virus scan
disk drive. software
documentat
ion
5 If the virus scan detects a virus in the backup Not
image, use a previously archived backup image to applicable
restore the hard disk.
6 Disable ERDB/EMDB replication for Experion page 182
Server B.
7 Delete the contents of this folder on Experion Not
Server B: applicable
 For Experion R5xx
The default path is:
C:\Programdata\Honeywell\Experion PKS\Checkpo
int
For custom installation path, navigate to
Userselectedpath\Honeywell\ExperionPKS\Checkp
oint
8 Restore the ERDB for Experion Server B. page 183
9 Restore the EMDB for Experion Server B. page 187
10 Use a Station to connect to the primary Experion page 188
Server, and then synchronize both the Experion
Servers.

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11.3. Checklists for restoring selected files or folders from a backup

11.3 Checklists for restoring selected files or folders from

a backup
If you can start the node from its operating system, but have lost data or program files
on the hard disk (excluding some operating system files), you can recover selected files
or folders from a backup image without restoring the entire hard disk. This recovery
method is useful when the node failures are traced to a specific file or folder, or
important data files are lost and you do not want to use the Mount Image feature to
restore an entire backup image.
Considerations using EBR
If you are restoring from an incremental backup, the restore process automatically
detects any previous incremental backup and the base backup image associated with
the selected incremental backup.

ATTENTION
Recovery of selected files and folders does not recover the associated
registry settings.

Restoring selected folders or files to a node

Task Go to Done?

Use EBR Recovery Media to restore the selected files or folders. page 162

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12.1 Using EBR Recovery Media to restore a hard disk
Prerequisites
Configure backup for the nodes before restoring the hard disk using EBR. For more
information about backup configuration form, see

Sample backup configuration form.

ATTENTION
Universal restore of Windows 10 nodes is supported from EBR R501.2
(Acronis version 8560).

Restoring a hard disk

Step Action

Starting up

Attention
The boot sequence must be set to DVD Drive in BIOS before inserting the
DVD.
1 Insert the EBR R501 recovery media into the DVD Drive.
2 Start from the DVD drive.
The Starting Acronis Loader message appears.

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Step Action
3 On the Acronis Rescue Media welcome screen, the following options are
displayed:
 Acronis Universal Restore
 Acronis Backup (64-bit with UEFI support)
 Continue OS booting
b) Click option – Acronis Backup (64-bit with UEFI support) to proceed to
the Acronis Home Page.

The Acronis Bootable Agent screen appears.

TIP
Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

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Step Action

TIP
You must configure the network only if you are restoring an image that is on
the shared network.
If you are not restoring an image on the network, go to step 7.
5 Click the Configure network.

The Network Settings dialog box appears.

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Step Action
6 Enter the following network settings for the target computer:
 IP Address
 Subnet mask
 Default Gateways

TIP
The appropriate network settings are available from your System
Administrator.
7 Click OK.
The Acronis Bootable Backup Agent screen appears.

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Step Action
8 Click Manage this machine locally.

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Step Action
9 On the home page, under Actions, click Recover.

The Recover data page appears.

What to recover

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Step Action
10 For Select data option, click Required.

The Data to recover selection dialog box appears.

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11 Perform one of the following actions:

 In the Data Path box, type the location of the backup that contains the
data you want to recover.

Or
 Browse through the folder tree and select the backup that contains the
data you want to recover.

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Step Action


12 Click OK.

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Step Action
13 In the Backup contents list, click one of the following options:
 Volumes
 Disks
 Files

If you have selected Volume, then continue with Step 14. If you have
selected Disk, then go to Step 15.

For Volume

TIP
If recovering a System volume, recover the MBR along with the system
volume to make the recovered volume bootable
14 Click Required, and select the required physical volumes to recover.

For Disks

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Step Action
15 Click Required, and select the required physical disk to recover.

Where to recover
16 The data you want to recover and the selected disks/files appear under
Where to recover.
Click Required, and choose an appropriate destination for the recovered
data.

TIP
Ensure that the NT Signature option is set to Select automatically.

Note: If the operating system is installed using Experion Initialization media

then the System Reserved partition may not exist.
If the operating system is installed directly from the media provided by
Microsoft, then the System Reserved partition may be present.

TIP
Ensure that the Acronis Active Restore option is set to Default.[No]
17 Click Ok.

Restoring selected folders or files

ATTENTION
File and folder level restoration from a backup is not possible in a virtual
environment.

Step Action
1 Open the Acronis Backup 12.5 and select the machine that needs to be
recovered.
2 Click Recovery on the pane popped up at the right side of the home page
against the selected machine.
The available backup files related to the selected machine are listed down.
3 Select the required backup file which is listed down based on the time of
backup.

Click Recover.

What to recover

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Step Action
4 Select Files/Folders from the dropdown menu.
5 Select the required Files/Folders to be recovered and click Recover on the
right side pane.

Where to recover (path)

6 Select any of the following based on the requirement.
a. Original location:
To recover the selected Files/Folders to their original location.
b. Custom location:
To browse and select a Custom location to recover the selected
Files/Folders.
Click Start Recovery.
Recovery options can be changed as per requirement. For more details
please refer the Section 10.4, Restore modes/options.

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13.1 Methods of restoring a virtual node
A virtual machine can be restored using the following methods:
 Restoring using EBR recovery media

 Restoring to a new virtual machine using EBR recovery media

 Restoring to an existing virtual machine using EBR recovery media

 Restoring virtual machine using virtual appliance from EBR Manager

Restoring to a new virtual machine using EBR recovery media

Step Action

1 Create a new virtual machine.

REFERENCE - EXTERNAL
For detailed information about creating a new virtual machine, see the latest
version of the PlantCruise by Experion R510 Software Installation User’s
Guide.

ATTENTION
Automatic check pointing from the primary Experion Server to the backup
Experion Server does not occur until the two servers are properly
synchronized.

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2 Add CD/DVD drive to the virtual machine if not already performed as part of
step 1.
To add the CD/DVD drive, perform the following steps:
a) Power OFF the virtual machine.
b) In vSphere Client, select the virtual machine, right-click and then choose
Edit Settings.
c) Click Add. The Add Hardware dialog box appears.
d) In the list of available devices, click CD/DVD Drive and then click Next.
e) Select Use physical drive.
f) Click Next.
g) Select Host and then click Next.
h) Click Next.
i) Click Finish.
j) Click OK.
3 Power ON the new virtual machine from EBR R501 recovery media.
4 In the vSphereClient page, right-click on the virtual machine and open
console.
5 Go to Boot Menu and select CD-ROM Drive.
6 The Starting Acronis Loader message appears.

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7 On the Acronis Rescue Media welcome screen, the following options are
displayed:
 Acronis Universal Restore
 Acronis Backup (64-bit with UEFI support)
 Continue OS booting
c) Click option – Acronis Backup (64-bit with UEFI support) to proceed to
the Acronis Home Page.

The Acronis Bootable Agent screen appears.

TIP
Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

TIP
You must configure the network only if you are restoring an image that is on
the shared network.
If you are not restoring an image on the network, go to step 7.

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9 Click the Configure network.

The Network Settings dialog box appears.

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10 Enter the following network settings for the target computer:

 IP Address
 Subnet mask
 Default Gateways

TIP
The appropriate network settings are available from your System
Administrator.
11 Click OK.
The Acronis Bootable Agent screen appears.

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12 Click Manage this machine locally.

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13 On the home page, under Actions, click Recover.

The Recover data page appears.

What to recover

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14 For Select data option, click Required.

The Data to recover selection dialog box appears.

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15 Perform one of the following actions:

 In the Data Path box, type the location of the backup that contains the
data you want to recover.

Or
 Browse through the folder tree and select the backup that contains the
data you want to recover.

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16 Click OK.

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17 In the Backup contents list, click one of the following:

 Volumes
 Disks
 Files

If you have selected Volume, then continue with Step 18. If you have
selected Disk, then go to Step 19.

For Volume

TIP
If recovering a System volume, recover the MBR along with the system
volume to make the recovered volume bootable
18 Click Required, and select the required physical volumes to recover.

For Disks

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19 Click Required, and select the required physical disk to recover.

Where to recover
20 The data you want to recover and the selected disks/files appear under
Where to recover.
Click Required, and choose an appropriate destination for the recovered
data.

TIP
Ensure that the NT Signature option is set to Select automatically.

Note: If the operating system is installed using Experion Initialization media

then the System Reserved partition may not exist.
If the operating system is installed directly from the media provided by
Microsoft, then the System Reserved partition may be present.
21 Click Ok.
22 After recovery completes, the Succeeded message appears. Click Close.
23 Click the Close button on the upper-right corner of the window to return to the
Acronis Bootable Agent window.
24 Click Reboot.

TIP
If the reboot does not happen automatically, reboot the system manually.
25 Log on to the computer using appropriate credentials. The device driver
software installation begins.
26 After the installation, the system prompts for restart.
Click Restart Now.

ATTENTION
This is a mandatory step applicable for Universal restore only.

TIP
To resolve the problem on replication not working after an EBR image is
restored back, see Appendix D: Re-adding back the restored node to domain.

Restoring to an existing virtual node using EBR recovery media

The procedure for restoring to an existing virtual node using EBR recovery media is
similar to the procedure for restoring to a new virtual node using EBR recovery media.

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To restore to an existing virtual node using EBR recovery media, perform steps 2 to 26
of Restoring to a new virtual node.
Restoring virtual node using virtual appliance from EBR Manager

Prerequisites
Virtual appliance must be deployed to the ESX(i) host on which the recovery needs to be
done which takes place when a VMware host machine is added to the devices list in the
EBR Manager. Virtual machines must comply with recommendations given in the
PlantCruise by Experion Virtualization Planning and Implementation Guide.

Step Action
1 Login to the EBR Manager.

REFERENCE - INTERNAL: For more information about connecting to the

management server, see Adding computers to the management server.

2 Select the required Virtual machine to be restored, from the All devices list of
Acronis Backup home page and click Recovery on the right-side pane.

3 All the available backups for the respective Virtual machine are listed down
with respect to their time of backup.
4 Select any of the following available options based on requirement:

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a. Recover:
This option can be used to recover the selected backup file to the same
Virtual machine with Entire machine or Files/Folders options.

Click Recover and select any of the following options based on the
requirement.
i. Entire Machine
 Use this option to recover the entire machine backup from the
selected backup file to any existing machine or new machine.
 Browse and select the required target machine where the entire
machine backup needs to be recovered.

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 Provide the necessary recovery options based on requirement.

Click Done.
 Click Start Recovery.

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ii. Files/Folders
 Use this option to recover only the selected files/folders from the
selected backup file to any custom location as per requirement
 Click the Files/Folders option to open the window where the
contents of the backup file can be browsed and the required
files/folders can be selected.

 After selecting the required files/folders, click Recover on the

right-side pane.

 Click Browse under Path to provide the custom location where

the selected files/folders need to be restored.

 Provide the necessary recovery options based on requirement.

Click Done.
 Click Start Recovery.

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b. Run as VM:
With this option a new virtual machine can be deployed to the required
Data Store using the selected backup file from the list directly.
The following details should be entered to execute the same.
i. Target Machine:
Browse and select the VCenter/VMware host where the new virtual
machine needs to be deployed.
Provide a name for the new Virtual machine, and then click OK.
ii. Data Store:
Select the data store with which the new virtual machine needs to be
created.
Click OK.
iii. VM Settings:
Select the required Memory and assign the applicable network
adaptors.
Click OK.
iv. Power State:
Select the power state ON/OFF to set the state of the new VM after
deployment.
 Click Run Now.

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14.1 About this chapter
This chapter provides instructions for restoring various nodes and Experion Server
databases after recovery from a failure, such as a hardware failure, virus infection, or
database corruption.

The sections describe node restoration based on whether the node is being restored to
dissimilar computer hardware from the computer from which the backup was made, or
to similar computer hardware.

In addition, this section provides instructions for restoring the EMDB and ERDB
databases for Experion Servers.

If you are not sure about the partition mapping, then it is recommended
CAUTION that you format the existing drives and then delete all the partitions so
that the entire hard disk becomes an un-allocated space.

ATTENTION
Use the appropriate checklists to restore nodes and databases after recovery
from an unexpected event. These checklists specify the correct sequence of
tasks for a successful restoration.
It is recommended that the Engineering station shouldn't be primary when its
database restore operation is carried out.

14.2 Disabling ERDB and/or EMDB replication for

Redundant Engineering station B
ATTENTION
This procedure is applicable only to Engineering station B of a redundant
server.

Prerequisites

Ensure that you login with a local account that has local administrator and product
administrator privileges.

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Disabling ERDB and/or EMDB replication for Redundant Engineering station B

Step Action
1 Start Configuration Studio and connect to the system with Engineering
station.
2 For the ERDB:
In Configuration Explorer, click the server name, and then click Administer
the control strategy database.
For the EMDB:
In Configuration Explorer, click the system name, and then click
Administer the system database.
The DBAdmin dialog box appears.
3 Expand the DBAdmin and Server Node trees.
4 Click ERDB/EMDB Admin Tasks. The ERDB Admin Tasks page opens.
5 Click Disable Replication, and then click Yes.
6 Click OK to acknowledge the Disable replication succeeded message.
7 Close the DBAdmin dialog box.

Restoring the ERDB for Redundant Engineering station A

Use this procedure after restoring a backup of Engineering station A to update it with
the latest ERDB from Engineering station B.

This procedure can also be used to replace a corrupted ERDB on Engineering station A
with a valid ERDB from Engineering station B.

Step Action

1 Start Configuration Studio and connect to the system with Engineering

station B.
2 In Configuration Explorer, click the server name, and then click Administer
the control strategy database.
The DBAdmin dialog box appears.
3 Expand the DBAdmin and Server Node trees, and then click ERDB Admin
tasks.

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Step Action
4 Select Recover Secondary Database, and then click Yes.
5 Click OK to acknowledge that the recovery is complete.
6 Click Enable Replication, and then click Yes.
7 Click OK to acknowledge the replication successful message.
8 Close the DBAdmin dialog box.
9 On Engineering station A, synchronize the SRDB with Server B as follows:
a) Choose Start > Windows Administrative Tools > Services.
b) Click Experion PKS System Repository, and then click Stop.
c) Click Yes to stop the service.
d) Go to, C:\ProgramData\Honeywell\Experion PKS\SRDB. Delete the file
EPKSOperationalDB.sdf

Or
e) Go to Start > Windows Administrative Tools > Engineering Tools >
Error Logs > SRDB. Delete the file EPKSOperationalDB.sdf
10 Close all Windows applications and restart the machine.

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Restoring the ERDB for Redundant Engineering station B

Use this procedure after restoring a backup of Engineering station B to update it with
the latest ERDB from Engineering station A.

You can use this procedure to replace a corrupted ERDB on Engineering station B with a
valid ERDB from Engineering station A.

Prerequisites
Ensure that you login with local account which has local administrator and product
administrator privileges.

Step Action
1 Start Configuration Studio and connect to the system with Engineering
station B
2 In Configuration Explorer, click the server name, and then click Administer
the system database.
The DBAdmin dialog box appears.
3 Expand the DBAdmin and Server Node trees, and then click ERDB Admin
tasks.
4 Select Recover Primary Database, and then click Yes.
5 Click OK to acknowledge that the recovery is complete.
6 Click Enable Replication, and then click Yes.
7 Click OK to acknowledge the replication successful message.
8 Close the DBAdmin dialog box.
9 On Engineering station B, synchronize the SRDB with Server A as follows:
a. Choose Start > Windows Administrative Tools > Services.
b. Click Experion PKS System Repository, and then click Stop.
c. Click Yes to stop the service.
d. Go to C:\ProgramData\Honeywell\Experion PKS\SRDB. Delete the file
EPKSOperationalDB.sdf Or
e. Go to Start > Windows Administrative Tools > Error Logs > SRDB.
Delete the file EPKSOperationalDB.sdf

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Step Action
10 Close all Windows applications and restart the machine.

ATTENTION
If detailed displays of L1 modules do not load correctly after restoring ERDB
in station, then perform “Load server points” to associate the correct detail
displays to the points from monitoring side.
This procedure WILL cause a momentary LOV. So critical care should be
taken accordingly.

Restoring the EMDB for Redundant Engineering station A

Prerequisites
Ensure that you login with local account which has local administrator and product
administrator privileges.

Step Action
1 Start the Configuration Studio and connect to the system with Engineering
station B.
2 In Configuration Explorer, click the system name, and then click
Administer the system database.
The DBAdmin dialog box appears.
3 Expand the DBAdmin and Server Node trees, and then click EMDB Admin
tasks.
4 Click Recover Secondary database, and then click Yes.
5 Click OK to acknowledge a successful restore.
6 Click Enable Replication, and then click Yes.
7 Click OK to acknowledge a successful replication.
8 Close the DBAdmin dialog box.

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Restoring the EMDB for Redundant Engineering station B

Prerequisites
Ensure that you login with local account which has local administrator and product
administrator privileges.

Step Action
1 Start the Configuration Studio and connect to the system with Engineering
station B.
2 In Configuration Explorer, click the system name, and then click
Administer the system database.
The DBAdmin dialog box appears.
3 Expand the DBAdmin and Server Node trees, and then click EMDB Admin
tasks.
4 Click Recover Primary database, and then click Yes.
5 Click OK to acknowledge a successful restore.
6 Click Enable Replication, and then click Yes.
7 Click OK to acknowledge a successful replication.
8 Close the DBAdmin dialog box.

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Synchronizing the Engineering station databases

ATTENTION
Automatic check pointing from the primary Engineering station to the backup
Engineering station does not occur until the two servers are properly
synchronized.

Step Action
1 On the primary Engineering station, connect to a Station.
2 Click View > System Status > Server Redundancy to start the Server
Redundancy Status display on the primary Engineering station.
In the Link Status group, the LEDs must be green and indicate the following:
 Backup server is running.
 Link is OK.

3 Click Synchronize, and then click Yes.

The Experion database on the primary server is automatically copied to the
backup Engineering station. The synchronization time depends on the size of
the system.
After synchronization, the synchronization indicator (first LED in the Backup
Server group) changes from red to green and then the text changes from Not
synchronized to Synchronized.

ATTENTION
Before performing Failover check Controller Subsystem Status on the Server
Redundancy status page. The status should be as follows:
1 Engineering Repository DB : Auto sync enabled
2 Engineering Repository DB to System Repository: ERDB SR
Synchronized
3 System Repository primary: Running
4 System Repository backup: Synchronized and Running

If any of the status does not match the above criteria, contact TAC.
4 If you want the other Engineering station to be the primary database, click
Manual Failover, and then click Yes to start the failover.
5 After a few minutes, click Synchronize, and then Yes to resynchronize the
databases. (If you start synchronization immediately after the failover, an
error may occur.)

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14.3 Restoring Controllers from controller checkpoint files

Restoring the Engineering Repository Database and controllers

CAUTION Ensure your process is “Off Control” as these procedures require that
the controller be idled and/or a new database loaded.

After restoring the Experion database, the database and the controllers may be out-of-
sync if the control strategy or controller parameters have changed since the backup was
created.

If the control strategy or the controller parameters remain the same since the backup,
you can update the current parameters by uploading the controller to the ERDB, and
then updating the project from loaded. In addition, you must save the checkpoint files
again from the controller.

If, the control strategy has changed since the backup or if, Qualification and Version
Control System (QVCS) is licensed and the QVCS database changed (such as check in and
checkout), you must re-enter the changes to the ERDB project database after it is
restored.

Then, you must update the controller by loading the missing blocks as follows:

Step Action
1 Add the new blocks to the project side of the ERDB but do not load
them yet.

2 When the Server database was restored, that would have brought in
the old checkpoint files. For each controller that changed since the
backup, restore this checkpoint file. This action will delete the
controller copies of the new blocks. This is necessary because the
new blocks are “ghost” points and cannot be deleted directly.

3 Note that if the added blocks were IOMs, the checkpoint load may
fail. In this case, you must bring the controller to the NODB state by
using NTOOLS or pulling the batteries and cycling the controller
power, and then load the checkpoint.

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Step Action
4 Load the newly added blocks from the project side.

5 If there were external connections to the added blocks, any blocks

referencing them in other Control Modules or controllers (if peer-to-
peer) must be reloaded to update the references to these blocks.

6 When completed, save the controller checkpoint and back up the

updated database.

7 After restoring Engineering Station B of a redundant pair, note the checkpoint

files. If the older checkpoint files are restored to Engineering Station B,
synchronization attempts to update them from Engineering Station A, causing
them to become out-of-sync with the database. The solution is to delete the
checkpoint files from Engineering Station A after replicating the database and
before enabling the ERDB synchronization.

Restoring the events database

Prerequisites
Ensure that you login with local account which has local administrator and product
administrator privileges.

ATTENTION
Event restoration can only be run at level “Database Only”.
This cannot be run on Running system.

Step Action
1 Explore
 For Default installation path navigate to,

 C:\ProgramData\Honeywell\ExperionPKS\Server\data\evtarch
 For custom installation path, navigate to,

 Userselectedpath\Honeywell\ExperionPKS\Server\data\evtarch
to find the appropriate backup file to restore. (This is usually the file with the
most recent date and time.)
Note the name of this file.

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Step Action
2 Go to Start > Windows system > Microsoft SQL Server 2012 and then
click SQL Server Management Studio. The Connect to Server window
appears.
3 Log on to local server and then click Connect. The Microsoft SQL Server
Management Studio page opens.
3 Expand the left tree down the following path:
Local Server Name > Databases > emsevents
4 Right-click EMS Events Database and then click Tasks > Restore>
Database. The Restore Database dialog box appears.
5 From the Database list select, EMSEvents.
6 k) Select Device: and then browse and add the new device from the
following path:
l) C:\ProgramData\Honeywell\ExperionPKS\Server\data\evtarch
m) Click OK until you return to the Restore Database dialog box.
7 n) From the left pane, select the Options page.
o) From the right pane, select the Overwrite the existing database (WITH
REPLACE) check box.
p) From the right pane, select the Preserve the replication settings
(WITH KEEP_REPLICATION) check box and then click OK to run the
restore.
8 If any errors occur, stop SQL server, and then restart it to ensure that no
other computer is connected to the database.

Restoring the EMDB

After restoring the EMDB, it may be out-of-sync with the Engineering Station if changes
were made to the server, asset, or alarm group definitions after the backup was made.
For example, if a server was added or deleted, or an alarm group hierarchy was
changed, such changes must be reconstructed.

If there were no changes to the Enterprise Model after the backup, no further steps are
necessary.

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If there were changes to the Enterprise Model after the backup, the following scenarios
are possible:

 Changes were made but not loaded: In this case, the restored EMDB and the
Engineering Stations are synchronized. However, you must reconstruct the
changes that were not present on the backup image. When the EMDB is
complete, it can then be uploaded to the Engineering Stations as usual.

 Changes were made and loaded: In this case, the EMDB and the Engineering
Stations are not synchronized. Consequently, you must reconstruct the
changes that were not present on the backup image. After the changes, the
EMDB and the Engineering Stations are synchronized. However, you must
load the Engineering Stations to ensure that everything is synchronized.

ATTENTION
Exercise caution as changing asset names could result in the deletion of
server points.

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Each element of the Enterprise Model is discrete and must be individually loaded. The
following table describes which elements must be loaded based on the type of change
made.

Type of change Element to load

System Assets Alarm groups

System name Yes No No

Engineering Stations Yes No No

(add, delete, rename, properties)

Assets No Yes Yes (assets are

(add, delete, rename, parents, properties) referenced by
alarm groups)

Alarm groups No No Yes

(add, delete, rename, parents, properties)

Running the post-restore command for non-redundant Engineering Stations

Step Action
1 Click Start > Windows Accessories.
2 Right click Command Prompt and select Run as administrator.
3 Type postrestore EBR and press Enter. Use the proper arguments as
required.
Note: This copies the backed up server data to the correct folder and starts
the services.

Setting up time synchronization

After completing the restore, you must synchronize the time between the node and the
time server.

You must log on, on the migrated node with Windows System Administrator permission.

To run the NTPConfig utility

1. In Windows Explorer, navigate to C:\Program Files (x86)

\Honeywell\Experion PKS\Utilities\NTPSetup. For custom installation

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path, navigate to <User selected path>\Honeywell\Experion

PKS\Utilities\NTPSetup.

2. Right-click NTPConfig.exe and select Run as administrator.The NTP

Configuration dialog box is displayed For more information about
setting up time synchronization, see the Experion Supplementary
Installation Tasks Guide and Engineering Station and Client Planning
Guide."

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 15. Configuration items in the Management
Console
15.1 Deleting computers from the EBR Manager
To delete computers from the EBR Manager:

Step Action
1 Login to the Acronis Backup home page

REFERENCE - INTERNAL: For more information about connecting to the

management server, see Adding computers to the management server.

2 Click the All Devices tab where all the devices added to the EBR Manager
are listed.
3 Select the required machine that needs to be deleted from the EBR Manager.
4 Click Delete from the right side pane popped up against the selected
machine.
5 Click Delete on the confirmation dialog box.
6 The machines are removed from the EBR Manager.

ATTENTION
Only the physical machines added to the EBR Manager manually can be
deleted using this procedure. A Virtual machine can be deleted from the EBR
Manager only by deleting the associated virtual appliance which intern
removes all the virtual machines associated to that particular virtual
appliance.

15.2 Revoking licenses

To revoke licenses:

Step Action
1 Log On to the EBR Manager node.
2 On the Acronis Backup 12.5 home page, click Settings.
3 Select Licenses under Settings which displays the available licenses and the
machines they are assigned to.

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15.3. Configuring the Desktop and Server console

Step Action
4 Click on the required Licenses that needs to be revoked and click Revoke in
the right side pane.
5 Click Revoke on the confirmation dialogue box.

TIP
The Revoked key will remain in the license list. It can be assigned to another
machine or device.

15.3 Configuring the Desktop and Server console

Starting the Desktop or Web User Interface
To start the Desktop or Web User Interface:

Step Action
1 Double-click the Acronis Backup 12.5 icon on the Windows desktop or
notification area
Or,
Choose Start > Acronis > Acronis > Acronis Backup.

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node
16.1 Converting a physical node to virtual node using
virtual appliance
1. Log on to the EBR Manager node.
2. Launch Acronis Backup 12.5
3. At the left pane of the Acronis Backup home page, click Devices > All
machines
The All machines page appears.
4. Select the respective physical machine that needs to be converted to
VM.
5. Click Backup from the options window pane for the selected machine.
Click Add Backup Plan.
Choose a backup plane page appears.
6. Click Create new
The New backup plan page appears.

7 Provide all the mandatory backup plan details.

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16.1. Converting a physical node to virtual node using virtual appliance

Click on Convert to VM. By default, this option is disabled.

Convert to VM window appears.

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8 Click on Conversion and enable it to ON. By default, this option will be in

OFF stage.
9 Select VMware ESXI
10 Click on host.
The Select target host page appears.

11 Specify the host

Enter the machine name and Click OK
12 Convert to VM page appears.
You can edit/modify the settings.

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13 Click Done.
Note: Make sure that the latest VMware tool is installed.

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16.2. Virtual to physical

16.2 Virtual to physical

ATTENTION
During a restore, the changes made to the system since the last backup is
lost.

ATTENTION
Universal restore of Windows 10 nodes is supported from EBR R501.2
(Acronis version 8560).

Prerequisite
You must have backups of virtual machine in storage node.

Step Action

Starting up

Attention
The boot sequence must be set to CD/DVD Drive in BIOS before inserting
the CD/DVD.
1 Insert the EBR R501 recovery media into the CD/DVD Drive.
2 Start from the CD/DVD drive.
The Starting Acronis Loader message appears.
3 On the Acronis Rescue Media screen, click one of the following options:
a) Acronis Universal Restore
b) Acronis Backup (64-bit with UEFI support)
c) Continue OS booting
4 a) Click Acronis Backup (64-bit with UEFI support)
The Acronis Bootable Agent screen appears.

TIP
Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

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Step Action

TIP
You must configure the network only if you are restoring an image that is on
the shared network.
If you are not restoring an image on the network, go to step 7.
5 Click the Configure network button.
The Network Settings dialog box appears.
6 Enter the following network settings for the target computer:
 IP Address
 Subnet mask
 Default Gateways

TIP
The appropriate network settings are available from your System
Administrator.
7 Click OK.
The Acronis Bootable Agent screen appears.
8 Click Manage this machine locally.

ATTENTION
After Step 7, Remove the EBR Recovery media CD and insert
The Initialization Media CD.
Use the Initialization Media version that you received with the computer on
which you are restoring the image.
For example, if it is Experion version R501, use Initialization Media R201.1
Use Initialization Media released with PlantCruise by Experion R430.
Note:
Please copy following folder from init media R201.1 “\PACKAGES\EBR
DRIVERS\” and “\PACKAGES\EBR DRIVERS\Drivers” in an USB, and install
the drivers using USB providing (adding) the above location via Apply
universal restore.

9 On the home page, under Actions, click Recover.

The Recover data page appears.

What to recover

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16.2. Virtual to physical

Step Action
10 For Select Data option, click Required.
The Data to recover selection dialog box appears.
11 Perform one of the following actions:
 In the Data Path box, type the location of the backup that contains the
data you want to recover.
Or
 Browse through the folder tree and select the backup that contains the
data you want to recover.
12 Click OK.
13 In the Backup contents list, click one of the following:
 Volumes
 Disks
 Files
If you have selected Volume, then continue with Step 13. If you have
selected Disk, then go to Step 14.

For Volume

TIP
If recovering a System volume, recover the MBR along with the system
volume to make the recovered volume bootable
14 Click Required, and select the required physical volumes to recover.

For Disks
15 Click Required, and select the required physical disk to recover.

Where to recover
16 The data you want to recover and the selected disks/files appear under
Where to recover.
Click Required, and choose an appropriate destination for the recovered
data.

TIP
Ensure that the NT Signature option is set to Select automatically.

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16.2. Virtual to physical

Step Action

Note: If the operating system is installed using Experion Initialization media

then the System Reserved partition may not exist.
If the operating system is installed directly from the media provided by
Microsoft, then the System Reserved partition may be present.

TIP
Ensure that the Acronis Active Restore option is set to Default.[No]
17 Click Ok.

Universal restore for Windows

Attention
You must use the Universal Restore feature only for restoring dissimilar
hardware.
18 In the Universal Restore list, select any one of the following:
 Do not use
 Use

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16.2. Virtual to physical

Step Action

TIP
 Select Do not use if:
 The restore destination is the same node.
Or
 The restore destination is a similar node.
 Select Use if the restore destination is a dissimilar node.
If you click Use, you must configure settings for Universal Restore.

To configure settings for Universal Restore, perform the following steps:

1. Under Automatic driver search, in the Search removable media list,
click On.
2. Click Add Folder.
The Folder for Search Selection dialog box appears.
3. Browse through the folder tree and then select the CD/DVD drive to
search for missing drivers.
Note: Required drivers are located on the Initialization Media.
Note: Please copy following folder from init media R201.1 “\PACKAGES\EBR
DRIVERS\” and “\PACKAGES\EBR DRIVERS\Drivers” in an USB, and install
the drivers using USB providing (adding) the above location via Apply
universal restore.
4. Click OK.
Note: You can add multiple folders by clicking Add folder.
Note: If you are restoring EPKS R400.x backup image on to Dell R7610, then
add the folder on the external storage device at which you had copied
“DVD:\PACKAGES\EBR DRIVERS\R7610\32” contents
19 After recovery completes, the Succeeded message appears. Click Close.
Note: Universal Restore operation on few of the platforms may complete with
“Succeeded with Warnings” status. This message can be safely ignored.

20 Click the Close button on the upper-right corner of the window to return to the
Acronis Bootable Agent window.
21 Click Reboot.

TIP
If the reboot does not happen automatically, reboot the system manually.

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Step Action
22 Log on to the computer using appropriate credentials. The device driver
software installation begins.
Note: If you have restored EPKS R400.x backup image on to Dell R7610, then
perform the below mentioned additional steps
1. Go to Device Manager
2. Select SAS Controller->Properties->Update Driver
3. Browse to folder on the external storage device at which you had copied
“DVD:\PACKAGES\EBR DRIVERS\R7610\32” contents.
23 After the installation, the system prompts for restart.
Click Restart Now.

ATTENTION
This is a mandatory step applicable for Universal restore only.

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 17. Upgrading EBR from R431 to R501 (Side by Side)

ATTENTION
Before upgrading to R501, it is recommended to create a backup of R431
management server.

17.1 To upgrade EBR from R431 to R501:

Step Action
1 Download and install the Acronis Backup 12.5 on a separate machine.
2 Navigate to
C:\Program Files\Common Files\Acronis\BackupAndRecovery\Common.
The Common folder contains dml_migration.exe.
3 Copy dml_migration.exe to the machine with R431 management server.

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17.1. To upgrade EBR from R431 to R501:

Step Action
4 From R431 management server, export Acronis management server
configuration. To export:
a) Open Command Prompt: Click Start > Run > type cmd.exe and press
Enter.
b) Navigate to the folder where dml_migration.exe is saved. For example,
if it is saved on C:\ temp; Type cd c:\temp and press Enter.
c) Now type this command:
dml_migration.exe export [<ams-address> <username>
<password>] <data-package>
where,
 <ams-address> is the address of R431 management server
 <username> is the username of Acronis Management Server
administrator
 <password> is the related user's password
 <data-package> is the resulting configuration package

d) Press Enter.
The configuration package is copied to the c:\temp folder.
5 Copy the exported configuration package to the machine with v.12.5
management server.

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 17. Upgrading EBR from R431 to R501 (Side by Side)
17.1. To upgrade EBR from R431 to R501:

Step Action
6 Import configuration into the new v.12.5 management server
a) Open Command Prompt: Click Start > Run > type cmd.exe and press
Enter.
b) Navigate to the folder where dml_migration.exe is saved.
c) Type cd "C:\Program Files\Common
Files\Acronis\BackupAndRecovery\Common\" and press Enter.
d) Type this command dml_migration.exe import <data-package>
[<ams-address> <username> <password>]
where,
 <ams-address> is the address of v.12.5 management server
 <username> is the username of Acronis Management Server
administrator
 <password> is the related user's password
 <data-package> is the resulting configuration package

e) Press Enter.
The configuration package is imported successfully.

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17. Upgrading EBR from R431 to R501 (Side by Side)
17.1. To upgrade EBR from R431 to R501:

Step Action
7 After upgrading, make sure that the agents and groups have been imported
correctly.

8 Once Acronis Management Server configuration is upgraded, run Acronis

Backup 12.5 installation file on the machine where Acronis Storage Node is
installed and follow the on-screen instructions. After the upgrade, make sure
that the vaults have been transferred.
9 Once Acronis management components are upgraded, you can upgrade the
Agents. EBR R431 agents continue working with the old management server
until you upgrade them to version 12.5 and specify the new management
server.

ATTENTION
All physical machine agents are updated if you select the agent and click
Update Agent.
Sometimes, it is observed that in case of a virtual appliance, the update may
take a long time showing the task is still in progress. Therefore, in case of
such a virtual appliance, it is recommended to simply deploy a new Virtual
Appliance.

TIP
You can view the logs that are generated while upgrading the EBR from
R431 to R501 in the following location:
C:\ProgramData\Acronis\UpgradeTool

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 18. Security
18.1 Security Recommendations
 Honeywell recommends encrypting all backups using AES-Advanced
Encryption Standard, especially if they are stored offsite. For example, in the
cloud.
 There is no way to recover encrypted backups if you lose or forget the
password.
 After a backup plan is applied, the encryption settings cannot be modified.
 For securing the data, Honeywell recommends AES-256 encryption.
 The default link between the Web browser and the Acronis Management Server
works through standard HTTP connection and is vulnerable to an attack.
 To secure this communication channel, Honeywell recommends enabling SSL
encryption and forcing HTTPS in the Web interface.

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 19. Troubleshooting
19.1 Manually Applying license to the virtual appliance
Step Action
1 Connect to the management server.

REFERENCE - INTERNAL: For more information about connecting to the

management server, see Adding computers to the management server.

1 From the Navigation pane, click Machines with agents and select All
machines with agents. The All machines with agents page appears.
2 From the toolbar, click Actions and select Change license server. The
Change license server dialog box appears.
3 In the Machine field, provide the IP of the machine where the license server
has been installed and then click OK.

4 In the All machines with agents page, select the virtual appliance to which
the license needs to be applied. The < name of the selected virtual
appliance> actions button appears in the toolbar.

5 Click the button with the name of the selected virtual appliance and the suffix
actions, and then select Change license. The Licenses dialog box appears.

6 In the License for backup of disks/files field, click Specify. The License
change for <IP address of ESX(i) host> dialog box appears.

7 From the Available licenses: list, select Acronis Backup 12.5 Virtual
Edition for VMware vSphere and then click OK. The Licenses dialog box
appears.

8 Click Close.

To verify the application of license

9 From the Navigation pane, click Licenses. The License server on
<machine IP where server is installed> page appears.

10 Expand the Acronis Backup 12.5 Virtual Edition for VMware vSphere list.

11 Verify that the required host machine has been assigned a license.

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19. Troubleshooting
19.2. Manually removing virtual appliance from vCenter/ESX(i)

19.2 Manually removing virtual appliance from

vCenter/ESX(i)
Prerequisites
Log on to the vCentre /ESX(i)host with the administrative privileges from the vSphere
client.

Step Action

1 In the left pane of the vSphere home page, select the required virtual
appliance to be deleted.
Note: The name format is AcronisESXAppliance[N] where N is the number
assigned to the virtual appliance.

2 Right-click, select Power and then Power Off the virtual appliance.

TIP
In the recent tasks section, check for the progress of the Powering off of the
appliance.

3 After the virtual appliance is powered off, right click the virtual appliance
again and select Delete from Disk and then Click OK.

19.3 Uninstalling the R501 version of EBR Manager,

Server, and Desktop software packages
About this section
This section describes the procedure to uninstall R501 version of EBR Manager, Server,
and Desktop software packages. The procedure for uninstallation is the same for the
EBR manager, Server and desktop software packages.
Uninstalling Acronis Backup 12.5

Step Action
1 Click Start > Settings > System > Apps & Features.
Click and uninstall Acronis Backup.
2 Select “Remove the logs and configuration settings” if they are to be
removed too.
3 Click Uninstall.

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 19. Troubleshooting
19.4. Network Adapters are not shown in Network Connections Folder

19.4 Network Adapters are not shown in Network

Connections Folder
After you perform Universal restore of Windows 7 and Windows 2008R2 node, network adapters
might not be shown in Network Connections Folder.

ATTENTION
Backup the registry before performing this operation.

Follow the below steps to bring back the network adapters for Windows 7:

1. Type regedit in RUN or Start search box and press Enter.

The Registry Editor window appears.

2. Now go to following key:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Network

3. In right-side pane, you'll see a binary key "Config". Select and delete the key.
You just need to delete Config key.
4. Restart the system.

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19. Troubleshooting
19.4. Network Adapters are not shown in Network Connections Folder

Follow the below steps to bring back the network adapters for Windows 2008R2:

1. Type regedit in RUN or Start search box and press Enter.

The Registry Editor window appears.

2. To Clean up registry:
Delete the Network Cards at the below location:
HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows
NT\CurrentVersion\NetworkCards

3. Then Delete the Config Key at the below location:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Network

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 19. Troubleshooting
19.4. Network Adapters are not shown in Network Connections Folder

4. Then Delete the Interfaces and Adapters at the below location:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Paramete
rs

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19. Troubleshooting
19.4. Network Adapters are not shown in Network Connections Folder

5. Once the above steps are completed, run the below commands via administrator
login to command prompt:
 netsh int ip reset
 netsh winsock reset catalog
 netsh int tcp reset
6. Reboot the system and follow the below steps:
a. Remove the NIC Drivers from the Add/Remove Programs (appwiz.cpl)
b. Once completed, remove the Driver from the NIC in the Device
Manager Console.
(If you see – “Delete the Driver software for this device”, put a check
mark on it.)
c. Now, reboot the Server and wait for 5 minutes to see if NIC cards are
visible. If not visible, then follow the next step.
d. Install the Driver from the Source.
7. Later Uninstall the Honeywell FTE MUX if NIC cards are still attach to it (from
NIC cards as well as appwiz.cpl) and Install the Honeywell FTE MUX. For more
information on installing FTE MUX, refer Installing FTE MUX adapter after
Restore section.

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 20. Appendix A: Installing FTE MUX adapter
20.1 Installing FTE MUX adapter after Restore
Installing the FTE MUX adapter on a Embedded Microsoft Windows 10 Enterprise and Embedded
Microsoft Windows Server 2016 Standard computer.

ATTENTION
For EHG node, ensure that heights MAC address network adapter is not
used for FTE.

Step Action
1 Log on with local account which has local administrator and product
administrator privileges.
2 Click Start > Windows System > Control Panel > Network and Internet.
The Network and Internet page appears.
3 Click Network and Sharing Center. The Network and Sharing page
appears.
4 In the left pane click Change adapter settings.
5 Perform one of the following actions:
 For Embedded Microsoft Windows Server 2016 Standard, select Manage
network Connections.
 For Embedded Microsoft Windows 10 Enterprise , select Change Adapter
Settings.
The Verify Networks Connection window appears.

ATTENTION
After Universal restore, Honeywell FTE Adapter may not be present. So FTE
adapter should be installed.
6 Right-click FTE Yellow and select Properties. The FTE Yellow Properties
dialog box appears.

TIP
If the User Account Control message appears, click Continue.

7 Select Honeywell FTE Mux-IM Protocol Driver. Click Uninstall.

8 Reboot the machine.

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20. Appendix A: Installing FTE MUX adapter
20.1. Installing FTE MUX adapter after Restore

Step Action

9 Repeat steps 1 to 4.
10 Select Internet Protocol Version 4 (TCP/IPv4) and then click Properties.
The Internet Protocol Version 4 (TCP/IPv4) properties dialog box appears.
11 Type the required details and then click OK.
12 Click Install. The Select Network Feature Type dialog box appears.
13 Select Protocol and click Add.
The Select Network Protocol window appears.
14 Under Manufacturer, click Honeywell. The Select Network Protocol dialog
box appears.
15 Under Network Protocol, select Honeywell FTE Mux-IM Protocol Driver
and then click OK.
16 After the installation is complete, reboot the machine.
17 Repeat steps 1 to 4.
18 Select Honeywell FTE Mux-IM Protocol Driver and then click Properties.
19 The Honeywell FTE Mux-IM Protocol Driver Properties page appears.
20 Click the Configure tab, type the required Device Index and IPMC
Destination Address and then click OK.

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 21. Appendix B: Initialization Media versions
21.1 Initialization Media versions and their corresponding
product releases
The following table shows Initialization Media versions with their corresponding
PlantCruise by Experion releases:

Initialization Media PlantCruise by Experion

version release

EXPPlus 201.x or later R501

EXPPlus 200.2 or later R500

EXPPlus 126.x or later R41x and R43x

EXPPlus 210.x or later R510

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 22. Appendix C: Configuring and connecting
backup devices
22.1 About this chapter
These chapter guides you through installing and configuring a Network Attached
Storage (NAS) that will be used to store backups. These procedures assume the NAS
being used is either Dell NX-400 or Dell NX-430.
Prerequisites
You must

 Have a NAS device with sufficient space to store backups.

 Have allocated one or more IP addresses on the Management Network for

the NAS device.

 Have network switch ports available to connect the NAS to the management
network.

 Have DNS and WINS information for the system.

 Have an IP Address for a Domain controller or a time source to be used for

time synchronization.

 Have available and enabled ports on the management switch (a free port on
each management switch if using redundant Level 2.5 switches as part of the
Management Network).

 Have established a naming convention for the NAS device, for example:

 BackupScope = System, L3, L2, Cluster

 NAS Device Name = BackupScope_NAS01

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22.2. Setting up the NAS hardware

22.2 Setting up the NAS hardware

Setting up the NAS hardware for Dell NX-400 or Dell NX-430
The NAS device comes with preconfigured disk alignment which has 3 different drives (C
drive, D drive and E drive). If you want to merge the drive space available on D drive and
E drive for better management of available drive space, then perform the following
procedure to merge D drive and E drive (Note: C drive is the operating system drive).

Step Action
1 Launch the Server Manager window from left corner of system tray.
2 Click Tools in the upper-right corner of the Server Manager window.

3 Select Computer Management from the drop-down list.

Computer Management window appears.
4 Double-click on Disk management under storage.
Disk type of Disk 0 and Disk 1 appear as “Static”.
5 Right-click on Disk 0 and then select covert to dynamic disk.

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22.2. Setting up the NAS hardware

Step Action

6 Restart the system and then open the computer management window again
by following the procedure as described earlier.
7 Right-click on Drive D and then select delete volume.
8 Right-click on Drive E and then select delete volume.
Note: It is assumed that both the drives are empty and that all content is on
the operating system partition, which is C drive.
Result: Both partitions should now appear as unallocated space.
9 Right-click on Drive E of Disk1 and select New Spanned volumes.

10 Add the unallocated space from what was in the D drive.

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 22. Appendix C: Configuring and connecting backup devices
22.3. Configuring the physical client to access the subnet of the NAS device

Step Action

11 After the operation is completed, one volume letter (for example, G:) appears
that spans across multiple partitions.

Note: Disk 0 and Disk 1 can be converted to dynamic disk by performing this operation.

22.3 Configuring the physical client to access the subnet

of the NAS device
Configuring the physical client to access the subnet of the NAS device
Step Action
1 Log on to the physical client node connected to the management network.

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22.4. Connecting to the NAS device and configuring DNS, WINS, and bonding mode

Step Action

ATTENTION
The client node must be connected to the same switch as the NAS device.
2 Write down the IP address of the client node.
3 Using the Network Connection Properties dialog box, change the IP
address of the client node to the value captured for the NAS hardware, but
add 2 to the final value.
For example, if the NAS IP address is 169.254.10.10, use 169.254.10.12 for
the client node.
4 A warning about the default gateway appears.
5 Click Yes to save the configuration.

22.4 Connecting to the NAS device and configuring DNS,

WINS, and bonding mode
Connecting to the NAS device and configuring DNS, WINS, and bonding mode
Step Action
1 On the physical client node, open Internet Explorer and navigate to the NAS
IP address. The Management Console for the Iomega StorCenter appears.
2 Click Network in the left hand pane.
3 Click Network in the main display. The Change Network Settings page
appears.
4 Click Modify network settings. The Network Settings dialog appears.
5 Clear the Automatically configure DNS, WINS and all IP addresses check
box.
6 Type IP address values in the DNS Servers and WINS Servers boxes.
7 Select Adaptive Load Balance in the Bonding Mode list.
8 Click Apply.
9 Click Yes when prompted to continue the connection.

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 22. Appendix C: Configuring and connecting backup devices
22.5. Configuring networking properties

22.5 Configuring networking properties

Step Action
1 From the Change Network Settings page of the Management Console,
expand the details for the first interface in the Network Interface column.
2 Clear the Automatically acquire network address check box.
3 Type values for the IP Address, Subnet Mask, and Gateway for the
management network in the boxes provided.
4 In the Jumbo Frames list, select None.
5 Click Apply.
6 Click Yes when prompted to continue the connection.
The new IP address appears in the NAS display. The NAS is now in the
management network, and it is no longer connected to the physical client.
You now need to change the IP Address for the Physical Client back to the
management network so that you can reconnect to the NAS.

22.6 Configuring the physical client to access the

management subnet
To configure the physical client to access the management subnet:

Step Action
1 From the Network Connection Properties dialog box, change the IP Address
back to its original address as mentioned in step 2 of "procedure for
configuring Physical Client to access the subnet of the NAS device".
2 On the physical client node, open Internet Explorer and navigate to the NAS
IP address. The Management Console appears.
3 If you have a second NIC connected to the Management switch, complete the
next procedure. Otherwise, move ahead to procedure for Identifying the NAS
Devices.

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22.7. Bonding the network interfaces to support load balancing

22.7 Bonding the network interfaces to support load

balancing
Bonding is similar to the VMWare concept of "NIC Teaming" in that it configures or
bonds two NICs so they provide redundancy with the option of distributing or balancing
a load. Iomega’s bonding has three modes:

 Adaptive load balance - no switch configuration required

 Link aggregation - switch configuration required

 Failover only - redundancy without load balancing

Bonding was previously configured with the DNS and WINS settings and is only useful
when both network interfaces are connected to the management network.

To bond the network interfaces to support load balancing:

Step Action
1 From the Management Console, click Network in the left hand pane.
2 Click Network in the main display.
The Network Configuration dialog appears.
3 Expand the first interface in the Network Interface column and expand Bond
Network Interface.
4 In the Bonded column, select the check box for the second NIC.
5 Click Apply.
6 Click OK when prompted that both NICs were configured on the same
subnet.
7 Click Yes when prompted to continue the connection.

22.8 Identifying NAS devices

This procedure gives the NAS device a network name and a descriptive name. The
default configuration of the NAS device has it in a workgroup, which has the following
advantages:
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22.9. Adding the NAS device to the DNS server

 It allows you to create and manage user accounts locally.

 By using local accounts you will avoid connection issues encountered with
Windows Domain accounts when a domain controller is unavailable.

To identify NAS devices:

Step Action
1 From the Management Console, click Network in the left hand pane.
2 Click Device Identification in the main display.
3 In the Device Name box, type a name for the NAS device that identifies the
scope of the system for which it holds the backup. For example,
Scope_NAS01, where SCOPE could be System, Level3.5, Level3, Level2, or
Cluster.
4 Click Apply.
5 Click Yes when prompted to continue the connection.

22.9 Adding the NAS device to the DNS server

Adding the name and IP address of the NAS device to your DNS server makes it
accessible by both methods.

To add the NAS device to the DNS server:

Step Action
1 Using the NAS device name and its IP address, create a new ‘HOST A’
record in your DNS server.
The domain name server (DNS) must contain the name of the NAS.
2 Manually add the device name to the DNS server, by adding a ‘Host A’ record
to the appropriate Forward Lookup zone.

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22. Appendix C: Configuring and connecting backup devices
22.10. Enabling security

22.10 Enabling security

Enabling security on the NAS device defines the account and password required for NAS
administration. It also allows the NAS administrator to create user accounts to restrict
access to shares.

To enable security:

Step Action
1 From the Management Console, click System in the left hand pane.
2 Click Security in the main display.
3 Click On.
The Enable Security dialog box appears.
4 Type a Username and Password in the boxes provided.
These will be used to administer the NAS device. Record them for future
reference.
5 Select the Encrypt network communication using SSL check box if it applies to
your network.
6 Click Apply.

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 23. Appendix D: Re-adding back the restored node
to domain
If the cluster is in domain environment, and if you restore the EBR backed up image to
the node which is added to domain, then perform the following steps:

Step Action
1 Re-add the restored node to the workgroup.
2 Reboot the node.
3 Add the rebooted node to the domain.
4 Run Link Domain Groups.

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 24. Appendix E: Removing Phantom FTE devices
You must perform this task on all nodes (Server B, Flex, Console, and Sever A).

Devices installed on the computer and later removed, sometimes remain as a

configured device in the registry. For example, an on-board Network Interface Card
(NIC) that was once used on the computer may still exist in the registry even though it is
removed and disabled in the BIOS, to allow the installation of a dual NIC adapter for FTE
support.

The Add/Remove Hardware utility retains the removed device configuration in the
Windows registry and so the FTE service binds to this phantom or removed device. For
Experion migration and installation, this presents a problem for the FTE service. To avoid
any probable issue due to phantom devices, perform the following procedure to remove
these phantom devices from the computer.

ATTENTION
Record device index, multicast address, and so on before performing the
procedure to remove the phantom devices.

24.1 To verify a phantom FTE device

Perform the following steps:

Step Action
1 Choose Start > Run and in the Run dialog box, type cmd.
2 On the Command Prompt type: set devmgr_show_nonpresent_devices=1
and press ENTER.
3 Type start devmgmt.msc and press ENTER.

4 From the Device Manager, choose View > Show hidden devices.
5 Expand Network adapters tree.
Any non-present (Phantom) NIC device is shown in low intensity color.

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 24. Appendix E: Removing Phantom FTE devices
24.2. To remove a phantom FTE device

Step Action

24.2 To remove a phantom FTE device

Perform the following steps:

Step Action
1 Choose Start > Settings > Control Panel > Network Connections.
The Network Connections dialog box is displayed.
2 Right-click Yellow Ethernet adapter and select Properties.

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24. Appendix E: Removing Phantom FTE devices
24.2. To remove a phantom FTE device

Step Action
3 Select Honeywell Fault Tolerant Ethernet Service.

4 Click Uninstall. If a confirmation message appears as following, click Yes.

5 If you are prompted to restart the computer, click No.

6 Click Close and then No to restart the computer.

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 24. Appendix E: Removing Phantom FTE devices
24.2. To remove a phantom FTE device

Step Action
7 To remove the phantom FTE device perform the steps mentioned in “To verify
a phantom FTE device” procedure.
8 Right-click a non-present device and then click uninstall.
Following confirmation message is displayed.

9 Click OK to confirm the removal of the device.

10 Ensure that you restart the computer.
11 Log on as Administrator to reinstall FTE Driver service on the network
adapter.
12 Select My Network Properties and right-click the Yellow Ethernet adapter
and select properties.
13 In the Yellow Adapter Properties dialog box, select Install.
14 In the Network Component Types, select Service and select Add.
15 Click Network Service and then click Have disk
16 Install from Disk and click Browse.
Locate file at C:\Program Files\Honeywell\FTE_Driver.
17 Click Open.
18 Install from Disk, and click OK.
19 Select Network Service. Select Honeywell Fault Tolerant Ethernet.

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24. Appendix E: Removing Phantom FTE devices
24.2. To remove a phantom FTE device

Step Action
20 Click OK.
21 On the Yellow Adapter Properties dialog box, select Honeywell Fault
Tolerant Ethernet Service and then select Properties.
22 Select the Yellow and Green adapter check boxes. Enter or verify the correct
device index, Multicast address, and other settings.
23 Click OK.
24 Return to the Yellow Adapter Properties dialog box.
25 Click Close.
26 Restart the system.

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