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Current by Irina Gruzdilovich
on Mar 06, 2012 16:26.

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Follow the instructions below to create a new email Reporting Task in CDP.
{note:title=Notice}Make sure you have configured SMTP Host and SMTP Default Return Address in the Server Options. See [Configuring Server Options].
{anchor:bare_metal_restore_bare-metal_re_7586} {note}
1. Click on "Reporting" in the Main Menu to open the "Reports" screen.
|| Standard Edition || Advanced Edition || Enterprise Edition ||
| !reporting-menu-st.png! | !main-menu-reporting.png! | !main-ent.png! |
2. Then click "Create New Report" in the Reporting menu located in the top left area.

h2. Creating New Report
!create.png!

3. The "Create New Report" window opens.

Follow the instructions below to create new Report.
!ReportCreate1.png!

Familiarize yourself with the introductory information and click "Next."

1. Open the Web browser connected to the CDP Server 3.0 Web Interface and log in.
!ReportCreate2.png!

!login.png!
4. On the next page, define a name and subject for the report and choose whether or not to enable it. A report's name must be unique and the report will only run on its schedule if it is enabled.

2. Click on "Recovery Points" in the Main Menu to open the "Recovery Points" screen.
|| Standard Edition || Advanced Edition || Enterprise Edition ||
| \\ | !main-menu.png!\\ | \\ |
3. Select an Agent and Disk Safe from the drop-down menus located on the "Recovery Points" list toolbar.
!ReportCreate3.png!

!select-agent-ds.png!
Click "Next" to proceed to the following step.

4. In the "Recovery Points" list, click on the "Bare-Metal Restore" icon in the "Actions" column for the Recovery Point from which you are going to restore.
!ReportCreate2.png!

!bmr-icon.png!
{info:title=Tip}To find a Recovery Point, you can use the Basic and Advanced List Filters. See [Customizing the Recovery Points List].
{info}
5. The "Bare-Metal Restore" window opens.
5. On the next screen, select a report owner. You can choose them from the list:

!bmr-window.png! !ReportCreate4.png!

6. Familiarize yourself with the introductory information and click "Next."
Click "Next" to proceed to the following step.

!1step-next.png! !ReportCreate2.png!

7. On the next page, select the file system you want to restore. All available file systems are listed. At least one must be selected by clicking on the appropriate checkbox.
{info:title=Tip}To display filesystem properties, click on the "Plus" icon in front of the filesystem name. The following data is provided for each file system:
* *Device Path* \- For example, {color:blue}/dev/hda{color} or {color:blue}\\?\Volume3579ab4a-fe52-11df-a7d8-806e6f6e6963{color}.
* *Content Type -* Either "MBR" (Master Boot Record) or a filesystem of special type. Most common file system types are NTFS (Windows) or EXT3 (Linux).
* *Device Path* \- The path used by the operating system to identify the hard disk or partition. In Windows, it looks like {color:blue}\\?\Volume2cb24442-fd22-11df-b57d-806e6f6e6963{color}. In Linux, it looks like {color:blue}/dev/hda{color} or {color:blue}/dev/hda{color}. The Device path saved in the Recovery Point refers to the Device that this Recovery Point was created for. If you are performing Bare-Metal Restore to alternate Agent, the Device Path will be different.
* *Size* \- Size of the hard disk or partition in gigabytes.
* *Block Size* \- Minimum amount of space that can be allocated on the hard disk. Depends on the partition size and file system used, and equals to multiple of 512 bytes.
* *Total Blocks* \- The total number of blocks (see above) available for data on this partition.
* *Allocated Blocks* \- The number of blocks allocated for data at the time Recovery Point was created.
{info}
!2step.png!
6. On the next screen, define how frequently the report will be run. You can choose from the next options:
* *On-demand report* \- Run when you manually execute it.
* *Minutely report* \- Defines the period in minutes of report execution. The report will run every X minutes. X can be a value in minutes between 0 and 59.
* *Hourly report* \- Defines the starting minute of the report. Select the start time (minutes after the hour) the report should run.
* *Daily report* \- Defines the starting minute and day hours of report execution. Specify the start time in hours and minutes.
* *Weekly report* \- Defines the start time in hours and minutes and days of week of report execution. Specify the start time in hours and minutes and select one (1) or more week days for the report to run.
* *Monthly report* \- Defines the start time in hours and minutes and days of month of report execution. Specify the start time in hours and minutes and select which day of the month the report should run (1st to 31st).
* *Yearly report* \- Defines the start time in hours and minutes, days of month, and months of year of report execution. Specify the start time in hours and minutes, which day of the month the report should run (1st to 31st), and select one (1) or more months for the report to run.

!ReportCreate5.png!

Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

8. On the next screen, select one of the following options:
* *Restore to Original Host* \- The same Agent Name/IP address and port as the original Agent. Connects to the Agent name and uses the port configured when the Recovery Point was created.
* *Restore to Alternate Agent* \- Connects to the selected Agent's hostname and the specified port. The Agent must have already been added to the system.
* *Restore to Alternate Host Name/IP* \- Connect to the specified hostname and port. This option allows you to Restore to a Host with a Host Name/IP address different than the original Host. For example, if the PXE host has a different IP, specify the IP address.
7. On the next screen, define the recipients for the report. You can choose from users and groups on the CDP Server, or specify email addresses to deliver the report to.

To restore to the Agent where the system was installed previously, choose the first option ("*Restore to Original Host*").
!ReportCreate6.png!

If you chose to restore to an alternate Agent added to the system, select the second option ("*Restore to Alternate Agent*"). Then select the Agent from the drop-down list. The Agent must be running the Righteous Backup Disaster Recovery Boot Media and should be known to the CDP Server. When a Host is booted into Disaster Recovery Media, no authentication will be required.
Click "Next" to proceed to the following step.

If you chose to restore to an alternate Agent not added to the system, select the last option ("*Restore to Alternate Host Name/IP*"). Then enter the Hostname or IP address of the alternate Agent. The Agent must be running the Righteous Backup Disaster Recovery Boot Media. When a Host is booted into Disaster Recovery Media, no authentication will be required.
!ReportCreate2.png!

!3step.png!
8. On the next screen, select from several filters on which to include the tasks in the report.
* *Filtering by Agent* \- Selecting this option will include tasks for the specified agents.
* *Filtering by Task Type* \- Selecting this option will include tasks of the specified types.
* *Filtering by Task State* \- Selecting this option will include tasks of the specified states.
* *Filtering by Task Alert* \- Selecting this option will include either tasks with alerts, or tasks without alerts.
* *Filtering by Log Message Level* \- Selecting this option will include tasks that contain a log message with one of the specified levels.

!ReportCreate7.png!

Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

9. On the next screen, select one (1) of the following options:
* *Use Existing Partition Tables on Host* \- Bare-Metal Restore will use the partition layout already present on the target Agent.
* *Select Partition Tables to Restore* \- Selecting this option lets you pick partition tables from the Recovery Point to restore to the target Agent.
8.1. Choose Agents

!10step.png!
If you have selected the "Filter by Agent" option in Step 9, then the "Choose Agents" screen will appear. From the drop-down menu, select an Agent name and click "Add." Add as many Agents as you need. The Email Report will contain data about Tasks which concern the selected Agents. Tasks run against other Agents or not associated with an Agent will not be included.

!ReportCreate8.png!

Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

If you select the "Select Partition Tables to Restore" option, then three (3) additional steps arise:
* *Select Partition Tables*
* *Map Partition Tables*
* *Restore Partition Tables*
\\
8.2 Choose Task Types

h6. *9.1 Selecting Partition Tables*
If you have selected the "Filter by Task Type" option in Step 9, then the "Choose Task Types" screen will appear. From the drop-down menu, select a Task Type and click "Add." The following Task Types can be selected:
* *Bare Metal Restore*
* *Data Protection Policy*
* *Delete Archive Points*
* *E-mail Report*
* *Restore Files*
* *Merge Recovery Points*
* *Vacuum*
* *Database Restore*
* *Task History Clean-up*

Select the partition table layout(s) for the filesystems you want to restore.
The added Task Types will appear in the list. The Email Report will contain information only about the specified Task Types.

!4step.png! !ReportCreate9.png!
{info:title=Tip}To display the partition table properties, click on the "Plus" icon in front of the partition table's name.
* *Content Type* \- Either MBR (Master Boot Record) or other special type of the partition.
* *Size* \- Size of the partition table in gigabytes.
* *Number Of Sectors* \- Shows the total number of partition table sectors.
* *Sector Size* \- The value in bytes of the sector.
* *Serial Number* \- Full serial number of the partition table.
* *Partitions* \- The list of partitions allocated with the partition table.
{info}
Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

*9.2 Mapping Partition Tables*
8.3 Choose Task States

After choosing partition tables to restore, map the selected Partition Table(s) Recovery Points to physical Disks in the Target Agent. From the drop-down menu named "Click to Edit," select the physical Disks you are going to Restore to.
If you have selected the "Filter by Task State" option in Step 9, then the "Choose Task States" screen will appear. Select the checkboxes in front of the Task States to include in the Email Report. The following States can be selected:
* *Queued*
* *Running*
* *Finished*
* *Error*
* *Cancelled*
* *Duplicate*

You are provided a table that allows you to map the chosen Partition Tables to physical Disks on the Target Agent. You can see as many lines in the table as the Partition Tables selected for Restore. Each Partition Table must be mapped to a physical Disk on the Target Agent before proceeding.
Only tasks that are in the specified states when the report is run will be included. Tasks that are in other states will not be included, and tasks in unfinished states may change state after the report is run.

!5step.png! !ReportCreate10.png!

After selecting the Disks, click on "Next" to proceed to the next page.
Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

*9.3 Restoring Partition Tables*
8.4 Choose Task Alerts

Perform the partition table restore by clicking on the "Restore Partition Tables" button. Once confirmed, the Partition Table Restore will be initiated. A busy indicator will be displayed while the Restore is in progress.
{info:title=Notice}Restored partition tables will overwrite the existing partition table layout on the target devices.
{info}
!6step.png!
If you have selected the "Filter by Task Alert" option in Step 9, then the "Choose Task Alerts" screen will appear. On this screen, choose whether to include tasks with alerts or tasks without alerts:
* *Only Include Tasks with Alerts -* If you choose to include tasks with alerts, only tasks that had an alert at the time the report was run will be included.
* *Only Include Tasks without Alerts -* If you choose to include tasks without alerts, only tasks that had no alerts at the time the report was run will be included. An unfinished task without alerts may encounter an alert after the report is run.

!ReportCreate11.png!

Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

10. The following step requires you to map the chosen filesystems to the devices on the target machine.
8.5 Choose Log Message Levels

!7step.png!
If you have selected the "Filter by Log Message Level" option in Step 9, then the "Choose Log Message Levels" screen will appear. Select the checkboxes in front of the Log Message Levels to include in the Email Reporting. You can select the following:
* *Info*
* *Warn*
* *Error*

From the drop-down menu called "Click to Edit," select destination devices for each source filesystem.
Only tasks that have at least one log message at any of the specified levels will be included. Tasks without any log messages at the specified levels will not be included. An unfinished task without any log messages at the specified levels may encounter additional messages after the report is run.

!map-filesystem.png! !ReportCreate12.png!
{note:title=Notice}The target device must be large enough to hold the filesystem.
{note}
{note:title=Notice}Each target device can only be selected once.
{note}
Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

11. Then you need to define the following options:
* *Reboot After Restore* \- Reboots the target host after the restore is performed. Select this checkbox to reboot your Agent after the Bare-Metal Restore is complete.
* *Check Filesystems After Restore* \- Checks the filesystems after the restore is performed.
9. On the next screen, select the checkboxes in front of the options you want to activate:
* *Send Empty Reports* \- Send the report even if there is no new data since the last time it was run.
* *Include Full Alert Details* \- Include the full alert details, which will include the full-text of the alerts and their associated log messages.
* *Specify From Address* \- Specify a from address for the email instead of the CDP Server's default.

!8step.png! !ReportCreate13.png!

Click "Next" to proceed to the following step.

!next-button.png! !ReportCreate2.png!

12. On the "Summary" page, you will need to confirm the selected Bare-Metal Restore options. Each selected filesystem is listed, along with the name of the target device it is being mapped to.
10. The next screen provides a short summary of the newly created report.

!summary.png! !a.png!

Click "Restore" to start the Bare-Metal Restore task.
11. Click the "Save" button to add the Report to the system.

!restore-button.png! !ReportCreate15.png!

16. The data Restore is initiated. Click "OK" in the notification pop-up.
12. The Email Report has been created. Click "OK" in the notification pop-up.

!scheduled.png! !aaa.png!

17. The Restore process starts and can take a while. You can go to the "Task History" screen to observe the task progress. See [CDP3:Accessing Task History].
13. You can go to the "Reporting" screen to observe the report details. See [CDP3:Accessing Reporting].

The Task History page displays the State, Host, Type, Progress percentage, and the Started time stamp of the Bare-Metal Restore process.

!task-history.png!
{info:title=Note}
You can find more information about the Restore process by reading the Log Messages. The Log Messages for the selected Task are displayed at the bottom of the page.
!logs.png!
{info}
17. When the process is complete, you can reboot the server you just Restored by pressing Ctrl-Alt-Del or by executing the reboot command in the root shell.
{Note:title=Notice}Make sure you eject the Disk from the CD-ROM drive so the server will boot from the hard Disk.
{Note}
{info:title=Note}If the Disk you used for your Bare-Metal Restore is larger than the Disk you backed up previously, the free space on the new Disk will remain free. You can create a new Partition in this space.
{info}{excerpt:hidden=true}Instructions on how to run the Bare-Metal Restore of selected Recovery Points.{excerpt}
!ReportCreate16.png! {excerpt:hidden=true}Instructions on how to create a new Report in the CDP Interface.{excerpt}