Nexio Backup and Recovery
Transcription
Nexio Backup and Recovery
System Guide Nexio Backup and Recovery 11/2/2015 175-100271-00 RevE Nexio Backup and Recovery System Guide Publication Information © 2015 Imagine Communications Corp. Proprietary and Confidential. Imagine Communications considers this document and its contents to be proprietary and confidential. Except for making a reasonable number of copies for your own internal use, you may not reproduce this publication, or any part thereof, in any form, by any method, for any purpose, or in any language other than English without the written consent of Imagine Communications. All others uses are illegal. This publication is designed to assist in the use of the product as it exists on the date of publication of this manual, and may not reflect the product at the current time or an unknown time in the future. This publication does not in any way warrant description accuracy or guarantee the use for the product to which it refers. Imagine Communications reserves the right, without notice to make such changes in equipment, design, specifications, components, or documentation as progress may warrant to improve the performance of the product. Trademarks Product names and other appropriate trademarks, e.g. D-Series™, Invenio®, PowerSmart®, Versio™ are trademarks or trade names of Imagine Communications or its subsidiaries. Microsoft® and Windows® are registered trademarks of Microsoft Corporation. All other trademarks and trade names are the property of their respective companies. Contact Information Imagine Communications has office locations around the world. For domestic and international location and contact information, visit our Contact page (http://www.imaginecommunications.com/company/contact-us.aspx). Support Contact Information For domestic and international support contact information see: Support Contacts (http://www.imaginecommunications.com/how-buy/contact-us) Worldwide Support e-mail ([email protected]) Customer Community Portal (http://app.imaginecommunications.com/customercommunity) Warranty & Contract Information (http://www.imaginecommunications.com/services/customer-care) Academy Training (http://www.imaginecommunicationsacademy.com) © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 2 Nexio Backup and Recovery System Guide Contents Contents Nexio Backup and Recovery System Guide ............................................................ 4 WIM Image Preparation ........................................................................................................................... 4 Backup and Recovery Interactive Flowchart .......................................................... 5 Recovery Stick Available?....................................................................................... 6 Boot to the Recovery Stick ..................................................................................... 7 Access the Boot Menu .............................................................................................................................. 9 Capture a WIM Image .......................................................................................... 11 Reboot Server After Capturing a WIM Image......................................................................................... 13 Apply a WIM Image.............................................................................................. 16 Format Operating System Drive ............................................................................................................. 16 Apply WIM Image ................................................................................................................................... 18 Reboot Server After Applying a WIM Image ...................................................................................... 20 Windows Activation and Updates ........................................................................ 22 Prepare a New Recovery Stick ............................................................................. 23 Download Recovery Boot Files ............................................................................................................... 23 Format USB Stick .................................................................................................................................... 24 Copy Files to USB Stick ........................................................................................................................... 26 © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 3 Nexio Backup and Recovery System Guide Nexio Backup and Recovery System Guide Nexio Backup and Recovery System Guide Nexio® Server systems ship out with very specific configuration details for the Nexio software, for its operation of Microsoft Windows, and the special drivers included with each unit to ensure optimal operation. Imagine Communications maintains an original image backup of each recent Nexio server based on the Microsoft Windows Imaging Format (WIM). These WIM images provide a trouble-free method for returning a Nexio server’s software installation back to its original factory default condition. In addition, it is our recommended practice that a second WIM image of Nexio servers be made after they have arrived on site and have been configured to each customer’s specifications. Then, with each future software upgrade, it is a good practice to continue to capture a WIM images for each succeeding upgrade. WIM Image Preparation A Nexio server drive can contain many gigabytes of data, not all of which needs to be stored on a captured WIM image. Before going through the steps laid out in this guide it is a good idea to remove any extraneous temporary and log files that would only add bulk to the resulting WIM image. Follow these steps to help clean up a server’s C: drive prior to a WIM image capture: 1. Use the Windows utility Disk Cleanup to remove unneeded Windows files. The application can be found by clicking on the Windows Start button and navigating to All Programs > Accessories > System Tools > Disk Cleanup. 2. Clear out log data currently captured in the Event Viewer applet. The applet can be found by clicking on the Windows Start button and navigating to All Programs > Administrative Tools > Event Viewer. In the applet, select the Windows Logs for Application and System. Under the Action menu item, select Clear Log. 3. Manually remove Nexio log files and other backup files from the following locations: a. C:\VR\logs b. C:\VR1\logs c. C:\VR1\Log Files d. Any folder named Logs or Log Files under the application folders found under C:\Program Files\Harris and C:\Program Files(x86)\Harris e. C:\Install © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 4 Nexio Backup and Recovery System Guide Backup and Recovery Interactive Flowchart Backup and Recovery Interactive Flowchart This guide will walk you through the steps needed for making use of WIM images as part of your Nexio backup and recovery processes. Depending on the Nexio platforms at your site and the equipment shipped with them, the steps required to implement these processes are slightly different. We have prepared a flow chart to give you step-by-step procedures needed to create and/or restore your WIM images. This guide is not intended for you to read the pages in absolute order. Instead, you will be following a flowchart which is individualized based on the Nexio platform in use, the tools at hand, and the goals you are trying to achieve. To use this flowchart, follow the arrows and click the page number to skip to that page for detailed instructions. After completing those instructions, click the "Return to the Flowchart" link to return to this flowchart, then follow the arrows to the next appropriate step. Begin Procedure Recovery Stick Available? (on page 6) Prepare a New Recovery Stick (on page 23) Boot to the Recovery Stick (on page 7) Capture a WIM Image (on page 11) Apply a WIM Image (on page 16) Reboot Server After Capturing a WIM Image (on page 13) Reboot Server After Applying a WIM Image (on page 20) Windows Activation and Updates (on page 22) © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 5 Nexio Backup and Recovery System Guide Recovery Stick Available? Recovery Stick Available? Most current Nexio server platforms ship from the factory with a USB stick called the Recovery Boot stick. Some platforms include the USB stick inside the chassis of the computer. Others include it with the shipping material external to the server. If one is not available, you will need to provide a blank USB stick with available space of at least 16 GB. No matter the location or source of your boot stick, it is extremely important to first check for viruses prior to following the rest of these instructions. Make sure the antivirus definitions for your antivirus program are up-to-date, insert the USB stick, and run a full scan against it. Allow the program to search for, detect, and remove any infections. If found, follow any instructions necessary to eliminate the virus. Note: Antivirus protection may be enabled on Nexio platforms. However it is important when full scans are being run on them that the Nexio is not currently involved in on-air operations. Please review the Nexio Video Server Anti-Virus and Windows Update Policy available for download from the Imagine Communications customer portal. The next step depends on whether you already have a Recovery Boot stick available: 1. If Yes, go to Boot to the Recovery Stick (on page 7). 2. If No, go to Prepare a New Recovery Stick (on page 23). Note: All of the procedures for preparing a new Recovery stick must be performed on a 64-bit Windows 7 PC. If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 6 Nexio Backup and Recovery System Guide Boot to the Recovery Stick Boot to the Recovery Stick To make use of the Recovery Boot stick, your Nexio server must be prepared to boot off the contents of the stick. It is not enough to launch normally into Windows and access the files on the USB stick. The method for booting to the stick depends on which Nexio platform you are accessing. Review the list of platforms below to determine which of the following steps are required. USB Boot Access BIOS Prep Nexio Platform Nexio+ AMP Gen 9 F-Key Boot Menu F11 Nexio AMP Gen 7 NX2801 F11 Nexio AMP Gen 6 NX3801 F11 Nexio AMP Gen 5 NX3801 F12 Nexio AMP Gen 1 - 4 NX3601 F12 Nexio Volt Gen 2 NX1801 F11 Nexio Volt Gen 1 NX1401 Yes F11 Versio F11 NX1011 Series F11 NX1010 Series Yes F11 Those platforms which require preparation within the computer’s BIOS settings cannot boot off of a USB stick by simply selecting the appropriate F-Key during POST (Power-On Self Test). Instead you must make a change in the BIOS settings of the computer in order to correctly access the USB stick. If BIOS preparation is not required for your selected platform, go to Access the Boot Menu (on page 9). If your platform does require BIOS preparation, follow these steps. 1. Use the Windows Start menu to restart your Nexio. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 7 Nexio Backup and Recovery System Guide Boot to the Recovery Stick 2. When the Power-On-Self Test (POST) routine begins, press the <DEL> key repeatedly to enter the BIOS SETUP UTILITY. a. Navigate to the Boot menu using the keys. b. Under the Boot menu, select Hard Disk Drives and press the Enter key. c. In the list of Hard Disk Drives displayed, select the 1st Drive and press the Enter key. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 8 Nexio Backup and Recovery System Guide Boot to the Recovery Stick d. The Options menu is displayed. e. Highlight the USB drive in the list and press the Enter key. f. Press the <F10> key to save the changes. g. A dialog box appears asking you if you want to save the configuration changes and exit. Select <OK> and allow the computer to reboot. 3. Follow the next steps: Access the Boot Menu (on page 9). Access the Boot Menu Use the Windows Start menu to restart your Nexio. 1. When the Power-On-Self Test (POST) routine begins, repeatedly press the <F11> or <F12> key (depending on the Nexio platform type) to open the Boot Menu. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 9 Nexio Backup and Recovery System Guide Boot to the Recovery Stick 2. Select the USB drive and press Enter to access the Recovery Desktop. 3. You are now ready to make use of the Nexio imaging process. Within this process you can save and later restore a current working disk image of a Nexio server, archiving it in case future changes lead to unresolvable problems. a. To preserve or capture a Nexio disk image continue to Capture a WIM Image (on page 11). b. To restore a previously saved WIM image continue to Apply a WIM Image (on page 16). If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 10 Nexio Backup and Recovery System Guide Capture a WIM Image Capture a WIM Image These steps allow you to preserve the current configuration of a working Nexio server. It can be archived and restored at a later date in case the server changes configuration or other changes cause unanticipated issues. The saved WIM image can also be applied to a matching Nexio server so as to propagate working configurations across a system. However the WIM should only be applied to a Nexio server that matches the specifications of the server from which the image was captured. At this point you should have booted the server to the Recovery Desktop. 1. From the Start menu button, select the Windows Explorer application. 2. From the folder listings, click on the Removable Disk and navigate to Programs > Pe_Apps. 3. Double-click on the NxImage.exe application to open the NxImage window. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 11 Nexio Backup and Recovery System Guide Capture a WIM Image 4. From the File menu, click Capture WIM Image. The Capture Image dialog box opens. 5. Click the Browse button next to the Step (1): Select the source drive or folder to capture box. 6. Select the source drive or folder to capture. This will typically be the C: drive for a Nexio server WIM capture. 7. Click OK. 8. Click the Browse button next to the Step (2): Select the name and location for the image file box. 9. Select the location and name of the WIM file to be created. This will typically be on your Recovery Boot stick pointing to a folder named WIMImage. It can also be a network drive location if the resulting WIM image is too big to fit on the USB stick. CAUTION A WIM image cannot be written onto the same drive that you are capturing. The NxImage application will not be able to proceed if the destination and source are the same drive. 10. Click Save. 11. Click the Make Bootable check box. 12. Click Capture Image. The progress and status will be displayed in the title bar. Note: Because the WIM Image is compressed and a multi-gigabyte file, the Capture Image may take quite a long time to complete. 13. When the capture is complete, click Close. 14. Continue to Reboot Server After Capturing a WIM Image (on page 13). If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 12 Nexio Backup and Recovery System Guide Capture a WIM Image Reboot Server After Capturing a WIM Image 1. Click on the Windows Start button. 2. Select Shut Down.... © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 13 Nexio Backup and Recovery System Guide Capture a WIM Image 3. Confirm by selecting Shutdown from the Shutdown Options dialog. Depending on your Nexio platform type, you may need to go into the BIOS and reset the boot settings to point back to the computer’s main boot drive. If you are not working on a Volt Gen-1 or NX1010 series platform, you are now done with the process of capturing a WIM image. Return to the instructions on Boot to the Recovery Stick (on page 7) to capture another WIM image or apply an image to another Nexio server. If you are capturing the image from a Volt Gen-1 or NX1010 series platform, follow these steps as the server is rebooting: 1. When the Power-On-Self Test (POST) routine begins, press the <DEL> key repeatedly to enter the BIOS SETUP UTILITY. 2. 3. 4. 5. 6. 7. Once you are in the BIOS SETUP UTILITY navigate to the Boot menu using the keys. Under the Boot menu, select Hard Disk Drives and press the Enter key. In the list of Hard Disk Drives displayed, select the 1st Drive and press the Enter key. In the Options menu displayed highlight the server’s main boot drive and press the Enter key. Press the <F10> key to save the changes. A dialog box appears asking you if you want to save the configuration changes and exit. Select <OK> and allow the computer to reboot. You are done with the process of capturing a WIM image. Return to the instructions on Boot to the Recovery Stick (on page 7) to capture another WIM image or apply an image to another Nexio server. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 14 Nexio Backup and Recovery System Guide Capture a WIM Image If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 15 Nexio Backup and Recovery System Guide Apply a WIM Image Apply a WIM Image To restore a WIM image to a Nexio server, you will first have to format the main operating system hard drive prior to applying the previously captured WIM image on top of it. This guarantees that when you apply the WIM the server will have the same image as the one captured. You must have your Windows license information available when the image restoration is complete. Format Operating System Drive 1. From the Start menu button, select the Windows Explorer application. 2. From the folder listings, click on the Removable Disk and navigate to Programs > Pe_Apps. 3. Double-click on the NxImage.exe application to open the NxImage window. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 16 Nexio Backup and Recovery System Guide Apply a WIM Image 4. From the File menu click Format Disk. The Format Disk dialog box opens. 5. Highlight your OS drive. CAUTION Be extra careful to select the correct drive. There may be many drives in this list. You need to be sure the drive you are formatting is the main operating system drive and not a storage drive or USB stick. 6. In the Assign Letter list, select drive letter C or any unused drive letter. 7. In the Format Type list, select NTFS. 8. Click the FORMAT button. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 17 Nexio Backup and Recovery System Guide Apply a WIM Image 9. Click Yes to format the drive. This opens a DiskPart window showing the progress of the disk formatting. 10. When formatting is complete, the DiskPart window closes, which returns you back to the Format Disk dialog window. 11. Click the Close button. Apply WIM Image 1. Back at the NxImage menu bar, select File > Apply WIM Image. The Apply Image dialog opens. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 18 Nexio Backup and Recovery System Guide Apply a WIM Image 2. Click Open next to Step (1): Select the source image to apply to open a Windows folder navigation dialog box. 3. Locate the USB stick that contains the WIM image. Typically for a Recovery Boot stick this will be the Y: drive letter. 4. Normally the WIM image to apply will be in the WIMImage folder. If it is not located there or located on a network drive, navigate to the WIM image location, then double-click on the desired .wim file. The file appears in the Step (1) box. 5. Click the Browse button next to the Step (2): Select the destination folder or drive to apply the image box. 6. Navigate to and select the drive that was previously formatted. 7. Click OK. Note: Do not type in the destination drive letter manually in the Step 2 box. You must ONLY use the Browse button to select the destination drive. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 19 Nexio Backup and Recovery System Guide Apply a WIM Image 8. Click Apply Image. 9. The progress of the image being applied to the drive will appear in the title bar. This process can take quite a long time. 10. When complete, click the Close button to return to the Apply Image window. 11. Continue to Reboot Server (see "Reboot Server After Applying a WIM Image" on page 20). If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). Reboot Server After Applying a WIM Image 1. Click on the Windows Start button. 2. Select Shut Down.... © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 20 Nexio Backup and Recovery System Guide Apply a WIM Image 3. Confirm by selecting Shutdown from the Shutdown Options dialog. Depending on your Nexio platform type, you may need to go into the BIOS and reset the boot settings to point back to the computer’s main boot drive. If you are not working on a Volt Gen-1 or NX1010 series platform, continue to Windows Activation and Updates (on page 22). If you are applying the image to a Volt Gen-1 or NX1010 series platform, follow these steps as the server is rebooting: 1. When the Power-On-Self Test (POST) routine begins, press the <DEL> key repeatedly to enter the BIOS SETUP UTILITY. 2. 3. 4. 5. 6. 7. Once you are in the BIOS SETUP UTILITY navigate to the Boot menu using the keys. Under the Boot menu, select Hard Disk Drives and press the Enter key. In the list of Hard Disk Drives displayed, select the 1st Drive and press the Enter key. In the Options menu displayed highlight the server’s main boot drive and press the Enter key. Press the <F10> key to save the changes. A dialog box appears asking you if you want to save the configuration changes and exit. Select <OK> and allow the computer to reboot. Continue to Windows Activation and Updates (on page 22). If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 21 Nexio Backup and Recovery System Guide Windows Activation and Updates Windows Activation and Updates After applying a WIM image and rebooting, the Nexio server usually will need to update some drivers, reactivate the Windows license, and apply any Microsoft Windows and Nexio updates. During the first launch of Windows, the software will step you through whatever it detects might be needed. Typically this will include the Windows license and hardware drivers. It is important to update the drivers first prior to the Windows license. Therefore you should ignore the initial notification to activate Windows. Click No to close this dialog and allow Windows to continue loading. If it determines that some drivers for hardware on the Nexio are not currently loaded, it will prompt you through the steps to install them. Typically Nexio platforms include drivers in the C:\As Shipped folder of the boot drive. In addition, every Nexio software release includes a folder of updated drivers for the current shipping products. After drivers are updated, you will then need to reboot the computer again. This time when the Windows Product Activation dialog appears, answer Yes to the question. Locate the sticker on the side or top of your Nexio server indicating the Product Key associated with the computer. Use that key to step through the process of activating the Windows license. If your Nexio does not have access to the Internet, you may have to select the option to activate by phone. Lastly, you will have to manually run the Windows Update process and any Nexio updates on the server. In Windows Update, look for updates identified as Critical or Important to update prior to initial server use. For the Nexio updates, ensure your server is updated to the same software release level as the rest of your system. Afterwards use the Nexio Config application to configure the server for all of its network and channel settings. Refer to the Nexio Config User Guide for more details on the initial setup of a Nexio server. If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 22 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick Prepare a New Recovery Stick There are several steps involved in preparing a USB stick to become a Recovery Boot stick. There are a special set of files required for the USB stick, the stick must be formatted, and then the files must be copied to the new stick. Download Recovery Boot Files To download the latest Recovery Boot files, contact Customer Support. 1. When you have logged in, look for the Search Support entry field in the upper right side of the web page. Type in the exact phrase Recovery Boot Files. 2. Click on the search icon and one of the top results returned should link to the files. 3. Click on the file name Recovery Boot Files. 4. When the File Download window appears, click the Save button to download the self-extracting file. 5. In the Save As dialog, navigate to a folder location where the files will be written to. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 23 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick 6. When the download is complete, click Run in the resulting dialog box. A Security Warning dialog box may appear. Click Run again to proceed to the WinRAR file extraction dialog. 7. Click the Browse button to navigate to an empty folder on your hard drive and click OK. 8. Click the Extract button. Format USB Stick If it isn’t already, install your USB stick into any available USB port on your 64-bit Windows 7 computer. 1. On your computer open the folder where you extracted the Recovery Boot Files. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 24 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick 2. Navigate to Programs > PE_Apps and double-click on NxImage.exe to launch the NxImage application. 3. Select File from the NxImage menu bar and click on Format Disk to open the Format Disk dialog box. 4. In the Disk Discovery window, highlight your USB stick. CAUTION Make sure you select the correct disk in the Disk Discovery window. There may be many different drives listed. You do not want to accidentally format the wrong drive. 5. In the Assign Letter list, select Y. 6. In the Format Type list, select NTFS. 7. Click FORMAT. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 25 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick 8. A dialog box appears. Click Yes to start the formatting of the USB drive. 9. When formatting is complete, the DiskPart window will close and return you to the Format Disk window. 10. Click the Close button to return to the NxImage window. 11. From the NxImage menu, select File > Exit. Copy Files to USB Stick 1. Return to the folder on your computer where you extracted the contents of the Recovery Boot files. 2. Hold down the Ctrl button and type the A key to select all the folders and files that were extracted. 3. Right click your mouse button and select Copy. © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 26 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick 4. Still in Windows Explorer, navigate to the newly formatted USB stick. 5. Right click your mouse button and select Paste from the right-click menu to copy the files to your USB drive. The USB stick is now prepared to be a Recovery Boot disk. Continue to Boot to the Recovery Stick (on page 7). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 27 Nexio Backup and Recovery System Guide Prepare a New Recovery Stick If you wish to return to the flowchart, click this link (see "Backup and Recovery Interactive Flowchart" on page 5). © 2015 Imagine Communications Corp. Proprietary and Confidential. 11/2/2015 | Page 28