Experion Backup Restore User Guide

Honeywell Process Solutions
Experion PKS
Backup and Restore
User's Guide
EPDOC-X111-en-431A
R431
December 2014
Release 431
Notices and Trademarks
Copyright 2014 by Honeywell International Sárl.

Release 431 December 2014
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, Experion PKS, and TotalPlant are registered trademarks of Honeywell
International Inc.
Other brand or product names are trademarks of their respective owners.

1860 W. Rose Garden Lane
Phoenix, AZ 85027 USA
1-800 822-7673
ii Backup and Restore User's Guide R431

Honeywell December 2014
About this document
This guide describes how to install 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.
Release Information
Document Name Document ID Release Publication
Number Date
Backup and Restore User's Guide - EPDOC-X111-en-431A R431 December

BR20 2014
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 TPS and Experion PKS 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:
• Windows Server 2008 SP1/R2 SP1
• Windows7 (32/64-bit)
References
The following list identifies all documents that may be sources of reference for material
mentioned in this publication.
Document Title
Acronis® Backup & Recovery ™ 11.5 User Guide
R431 Backup and Restore User's Guide iii

December 2014 Honeywell
Abbreviations
Abbreviations
The following list defines the special abbreviations used in this guide.
Abbreviation Definition
ACE Application Control Environment
AMS Acronis Management Server
APP Advanced Processing Platform
EBR Experion Backup and Restore
EMDB Enterprise Model Database
ERDB Engineering Repository Database
FTE Fault-Tolerant Ethernet
GUS Global User Station
MBR Master Boot Record
PHD Process History Database
QVCS Qualification and Version Control System
SIM Simulation Interface Module
TPN TotalPlant Solution (TPS) Network
TPS TotalPlant Solution System
iv Backup and Restore User's Guide R431

Support and Other Contacts

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R431 Backup and Restore User's Guide v


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vi Backup and Restore User's Guide R431

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R431 Backup and Restore User's Guide vii

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.
R431 Backup and Restore User's Guide viii

Contents
1. INTRODUCTION TO EBR .............................................................17

1.1 Overview ....................................................................................................... 17
1.2 Virtualization in EBR 431 ............................................................................. 18
Virtual Node Support ................................................................................................18
1.3 Experion Backup and Restore Terminology ............................................. 18
1.4 Experion Backup and Restore Topologies ................................................ 20
EBR topology in a physical environment ..................................................................20
EBR topology in a virtual environment .....................................................................21
1.5 EBR R431 components ................................................................................ 22
License Server .........................................................................................................22
Management Server .................................................................................................22
Management console ...............................................................................................23
Storage Node ...........................................................................................................23
PXE server ...............................................................................................................23
Bootable Media Builder ............................................................................................23
Agent Core ...............................................................................................................24
Agent ........................................................................................................................24
Tray Monitor .............................................................................................................24
Components for Remote Installation ........................................................................24
2. GETTING STARTED WITH EBR INSTALLATION .......................25

2.1 About this chapter ........................................................................................ 25
EBR software packages ...........................................................................................25
EBR installation environments..................................................................................25
2.2 Hardware and software requirements for EBR Manager ......................... 26
2.3 Creating EBR user ........................................................................................ 27
Creating EBR user in Domain Controller ..................................................................28
3. INSTALLING EBR MANAGER .....................................................37

3.1 About this chapter ........................................................................................ 37
Prerequisites for Installing EBR Manager .................................................................37
3.2 Installing the EBR Manager software package ......................................... 37
R431 Backup and Restore User's Guide ix
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Enabling Microsoft .NET Framework 3.5 ................................................................. 37

Installing Microsoft .NET Framework 4.0 ................................................................. 39
Installing Microsoft SQL Server 2012 Express ........................................................ 40
Installing the EBR Manager software package ........................................................ 43
3.3 Adding Licenses to the License Server Manually .....................................56
Adding licenses to the License Server manually ..................................................... 56
4. INSTALLING EBR AGENTS IN PHYSICAL ENVIRONMENT ..... 57

4.1 Installing EBR Server software package on a physical node ..................57
Minimum computer requirements for installing EBR Server software package ....... 57
Installing the EBR Server software package ........................................................... 57
4.2 Installing the EBR Desktop software package ..........................................62
Minimum computer requirements for installing EBR Desktop software ................... 62
Installing the EBR Desktop software package ......................................................... 63
4.3 Adding computers to the management server ..........................................67
Connecting the Management Console to the management server .......................... 67
Adding computers to the management server ......................................................... 67
4.4 Remote Installation for physical nodes ......................................................68
Getting started ......................................................................................................... 68
Installing EBR components on a remote computer.................................................. 69
4.5 EBR Scripts ...................................................................................................71
Installing EBR Scripts .............................................................................................. 71
5. SETTING UP EBR IN A VIRTUAL ENVIRONMENT .................... 73

5.1 Introduction ...................................................................................................73
5.2 Virtual Appliance...........................................................................................73
5.3 Getting started ..............................................................................................73
Network router configuration.................................................................................... 73
Preparing the list of free IP addresses for agent for ESX(i) host ............................. 74
Administrator credentials for vCenter and ESX(i) Hosts .......................................... 74
5.4 Configuring VMware vCenter integration ...................................................75
5.5 Deploying Agent for ESX(i) from EBR R431 Manager...............................75
5.6 Applying license to the virtual appliance ...................................................78
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Contents
5.7 Removing agent for ESX(i) from EBR manager ........................................ 78
6. BACKUP PLANNING ....................................................................79

6.1 Backup considerations ................................................................................ 79
Preventing data loss .................................................................................................79
Prerequisites for a backup ........................................................................................80
Centralized backup management .............................................................................80
File naming guidelines ..............................................................................................80
Backup after Windows Update .................................................................................80
Staggering start times ..............................................................................................80
Storing Backups .......................................................................................................81
Offsite storage ..........................................................................................................81
Backup/restore speed ..............................................................................................81
Rebuilding or restoring data .....................................................................................82
Running disk I/O intensive applications ....................................................................82
Running disk defragmentation software ...................................................................82
Running general applications ...................................................................................82
Virtual Machines with snapshots ..............................................................................82
Data compression ....................................................................................................82
Using routers ............................................................................................................83
6.2 Deduplication ................................................................................................ 83
Deduplication at source ............................................................................................83
Deduplication at target .............................................................................................83
6.3 Backup recommendations .......................................................................... 85
Working with system reserved partition ....................................................................85
Changing Drive letter for system reserved partition..................................................85
Process History Database ........................................................................................89
Uniformance applications .........................................................................................89
6.4 Backup Types ............................................................................................... 89
6.5 Backup Schemes .......................................................................................... 89
6.6 Scheduling backups .................................................................................... 90
Scheduling considerations........................................................................................90
6.7 Default Backup settings .............................................................................. 90
Default backup options .............................................................................................91
6.8 Retention rules ............................................................................................. 94
R431 Backup and Restore User's Guide xi
Contents
Clean up archive...................................................................................................... 94
6.9 Setting up a storage Node ...........................................................................95
6.10 Vaults .............................................................................................................96
Centralized vaults .................................................................................................... 96
Managed vaults ....................................................................................................... 96
Unmanaged vaults................................................................................................... 97
Creating a Centralized vault (Managed) .................................................................. 97
Creating vault on NAS or network share ................................................................. 98
7. BACKUPS ON A PHYSICAL NODE ............................................ 99

7.1 Getting Started ..............................................................................................99
Sample backup configuration form .......................................................................... 99
User credentials for backup plan and vault............................................................ 101
7.2 Creating a backup plan for a physical node ............................................101
7.3 Disabling and deleting backup jobs .........................................................105
7.4 Backup in a recovery environment ...........................................................106
7.5 Mounting an image .....................................................................................108
Usage scenarios .................................................................................................... 108
7.6 Validating backups .....................................................................................109
8. BACKUPS ON A VIRTUAL NODE ............................................. 112

8.1 Getting started ............................................................................................112
Sample backup configuration form ........................................................................ 112
Configuring VMware for backup plan and vault ..................................................... 114
8.2 Creating a backup plan for a virtual node ................................................114
8.3 General recommendations ........................................................................115
9. RECOVERY PLANNING ............................................................ 117

9.1 About Recovery Planning ..........................................................................117
9.2 General recovery plan considerations .....................................................117
Elements of a recovery plan .................................................................................. 117
9.3 Overview of tasks to develop a recovery plan .........................................118
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Contents
Analyze the business impact ..................................................................................118

Perform a risk assessment .....................................................................................118
Use the recovery plan ............................................................................................119
Test and audit the plan ...........................................................................................119
9.4 Restore modes/options ............................................................................. 119
Universal Restore option ........................................................................................119
File and folder restore using the Mount Image feature ...........................................119
10. CHECKLISTS FOR RESTORING EXPERION NODES ..............121

10.1 Checklists for restoring nodes with dissimilar hardware ...................... 121
Restoring a non-redundant node with dissimilar hardware .....................................121
Restoring redundant Experion Server A with dissimilar hardware ..........................121
Restoring redundant Experion Server B with dissimilar hardware ..........................122
10.2 Checklists for restoring nodes with similar hardware ........................... 123
Restoring a non-redundant node with similar hardware .........................................123
Restoring redundant Experion Server A with similar hardware ..............................123
Restoring redundant Experion Server B with similar hardware ..............................124
10.3 Checklists for restoring nodes after recovery from a virus infection .. 125
Considerations .......................................................................................................125
Restoring a non-redundant node after recovery from a virus infection ...................126
Restoring redundant Experion Server A after recovery from a virus infection ........127
Restoring redundant Experion Server B after recovery from a virus infection ........128
10.4 Checklists for restoring selected files or folders from a backup .......... 129
Considerations using EBR......................................................................................129
Restoring selected folders or files to a node...........................................................129
11. RESTORING PHYSICAL NODES ...............................................131

11.1 Using EBR Recovery Media to restore a hard disk ................................ 131
Prerequisites ..........................................................................................................131
Restoring a hard disk .............................................................................................131
Restoring selected folders or files ..........................................................................137
12. RESTORING VIRTUAL NODES .................................................139

12.1 Methods of restoring a virtual node ......................................................... 139
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Contents
Restoring to a new virtual machine using EBR recovery media ............................ 139
Restoring to an existing virtual node using EBR recovery media .......................... 143
Restoring virtual node using virtual appliance from EBR Manager ........................ 143
13. RESTORING EXPERION DATABASES .................................... 145

13.1 About this chapter ......................................................................................145
13.2 Disabling ERDB and/or EMDB replication for Redundant Experion Server
B....................................................................................................................145
Disabling ERDB and/or EMDB replication for Redundant Experion Server B ....... 146
Restoring the ERDB for Redundant Experion Server A......................................... 146
Restoring the ERDB for Redundant Experion Server B......................................... 148
Restoring the EMDB for Redundant Experion Server A ........................................ 149
Restoring the EMDB for Redundant Experion Server B ........................................ 150
Synchronizing the Experion Server databases ...................................................... 151
13.3 Restoring Controllers from controller checkpoint files ..........................152
Restoring the Engineering Repository Database and controllers .......................... 152
Restoring the events database .............................................................................. 153
Restoring the EMDB .............................................................................................. 154
Running the post-restore command for non-redundant Experion Servers............. 155
14. CONFIGURATION ITEMS IN THE MANAGEMENT CONSOLE 157

14.1 Additional configuration items in the management console .................157
Setting Backup Performance ................................................................................. 157
Configuring backup performance options .............................................................. 157
Setting Log Files .................................................................................................... 158
Setting Event Logs ................................................................................................ 159
14.2 Deleting computers from the management server..................................159
14.3 Revoking licenses.......................................................................................160
14.4 Configuring the Desktop and Server console .........................................162
Starting the Desktop or Server User Interface ....................................................... 162
15. MOVING BETWEEN PHYSICAL NODE AND VIRTUAL NODE 163

15.1 Converting a physical node to virtual node using virtual appliance .....163
15.2 Virtual to physical .......................................................................................164
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Prerequisite ............................................................................................................164
16. TROUBLESHOOTING ................................................................171

16.1 Manually Applying license to the virtual appliance ................................ 171
16.2 Manually removing virtual appliance from vCenter/ESX(i) .................... 171
Prerequisites ..........................................................................................................171
17. UNINSTALLING EBR..................................................................173

17.1 Uninstalling the R410.1 version of EBR Manager, Server, and Desktop
software ....................................................................................................... 173
About this chapter ..................................................................................................173
Uninstalling the R410.1 EBR Manager software ....................................................173
Uninstalling the R410.1 EBR Server software ........................................................174
Uninstalling the R410.1 EBR Desktop software .....................................................174
Uninstalling the R410.1 EBR User’s Guide software package ...............................175
17.2 Uninstalling the R410.2 version of EBR Manager, Server, and Desktop
software ....................................................................................................... 175
About this section ...................................................................................................175
Uninstalling Acronis Backup and Recovery 10.5 ....................................................175
17.3 Uninstalling the R430/431 version of EBR Manager, Server, and Desktop
software packages ..................................................................................... 176
About this section ...................................................................................................176
Uninstalling Acronis Backup and Recovery 11.5 ....................................................176
18. APPENDIX A: INSTALLING FTE MUX ADAPTER ....................177

18.1 Installing FTE MUX adapter after Universal Restore .............................. 177
Installing the FTE MUX adapter on a Windows Server 2008 or Windows 7 computer
...............................................................................................................................177
19. APPENDIX B: INITIALIZATION MEDIA VERSIONS ..................179

19.1 Initialization Media versions and their corresponding product releases179
20. APPENDIX C: CONFIGURING AND CONNECTING BACKUP

DEVICES .....................................................................................181
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Contents
20.1 About this chapter ......................................................................................181

Prerequisites.......................................................................................................... 181
20.2 Setting up the NAS hardware ....................................................................181
Setting up the NAS hardware ................................................................................ 181
20.3 Configuring the physical client to access the subnet of the NAS device182
Configuring the physical client to access the subnet of the NAS device................ 182
20.4 Connecting to the NAS device and configuring DNS, WINS, and bonding
mode ............................................................................................................182
Connecting to the NAS device and configuring DNS, WINS, and bonding mode .. 182
20.5 Configuring networking properties...........................................................183
20.6 Configuring the physical client to access the management subnet .....184
20.7 Bonding the network interfaces to support load balancing ...................184
20.8 Identifying NAS devices .............................................................................185
20.9 Adding the NAS device to the DNS server ...............................................186
20.10 Enabling security ........................................................................................186
xvi Backup and Restore User's Guide R431

1. Introduction to EBR
1.1 Overview
Experion Backup and Restore (EBR) provides real-time, continuous backup
infrastructure for Experion PKS 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.
Note: The backup repository is usually a file server or NAS device and is henceforth
referred to as vault in this document).
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 R431 can be deployed in two ways:
− 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 mount a full or incremental
backup as a read-only drive allowing you to view, copy, compare, or run a virus scan
of the backup image.
• Centralized Management function provides a central user interface for creating
backups and monitoring the status of multiple nodes.
• Deduplication is the process of minimizing storage space taken by the data by
detecting data repetition and storing the identical data only once.
• Physical to Virtual: Backup taken from a physical node can be restored onto a virtual
machine.
• Virtual to Physical: Backup taken from a virtual node can be restored onto a physical
machine using universal restore feature.
17 Backup and Restore User's Guide R431

1.2. Virtualization in EBR 431
1.2 Virtualization in EBR 431

Virtual Node Support
EBR R431 supports backup of virtual nodes by using Acronis Backup & Recovery 11.5
Virtual Edition. Backup of VMware virtual machines is integrated with other platform
components allowing centralized management, reporting, cataloging with search, and
other platform features.
For more details on virtualization support in EBR R431, see Setting up EBR in a virtual
environment.
REFERENCE - EXTERNAL
For more details on virtualization, see:
• Experion PKS Software Installation User's Guide
• Experion PKS 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 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 Windows Server 2008.
• 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 Windows 7.
• Agent for ESX(i)host or Virtual Appliance enables Acronis Backup & Recovery
11.5 enables backup and recovery of ESX(i) virtual machines without installing the
agents into the virtual nodes.

1.3. Experion Backup and Restore Terminology
• Target Node is a physical node with EBR installed (must be a Server or Desktop
Node) or a virtual node (without EBR installed).
• 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.
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 the Agent for Windows,
Bootable Components and Media Builder, Universal Restore and Tray Monitor are
installed. The 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 T5500 machine to the same machine.
• 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 T5500
machine to another T5500.
• Restore to dissimilar node is taking a backup from a machine and restoring it to
another machine of a different physical configuration. Ex: restoring backup of a
T5500 machine to HP Z620.
• Restoring virtual machines is taking backup of virtual nodes and restoring to a
virtual node on the same or a different host.
• Archive is a set of backups created and managed by a backup plan.
• Vault is a place for storing backup archives. A vault can be organized on a local or
networked drive or detachable media, such as an external USB drive.
• Deduplication is the process of minimizing storage space taken by the data by
detecting data repetition and storing the identical data only once.
R431 Backup and Restore User's Guide 19

1.4. Experion Backup and Restore Topologies
1.4 Experion Backup and Restore Topologies

EBR topology in a physical environment

1.5. EBR R431 components
EBR topology in a virtual environment

1.5 EBR R431 components

The following are the key EBR R431 components:
Components
License Server Bootable Media Builder
Management Server Agent Core
Management Console Agent
Storage Node Tray Monitor
PXE Server Components for Remote Installation
License Server
With the License Server, you can manage the Acronis licenses. When installing the EBR
Server or Desktop package, you must specify the license server. The installer fetches
licenses from the Acronis License Server.
Acronis Backup and Recovery agent which is installed on EBR Server or Desktop
connects to the Acronis License Server every time the agent service is started and then
every 1–5 days, as specified by the agent configuration parameters.
Each ESX(i) host or Virtual appliance takes one Host license from the License Server.
ATTENTION
If the agent is unable to connect to the license server or does not find the
appropriate license key within 1-60 days (as specified by the configuration
parameters), it stops working until there has been a successful license check.
By default, the agent tries to connect to the license server every day. The
agent can work without a license server or license for 30 days.
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 and Recovery Management Console is a tool 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.
Storage Node
The Storage Node is a dedicated computer for storing backup archives. The Storage
Node helps optimize the performance of the managed computers by enabling you to
manage the backup archives through managed vaults.
You can have up to 20 Storage Nodes. Each Storage Node can manage up to 20 vaults.
Storage Nodes are managed centrally by the Administrator using the Management
Server.
PXE server
Using the Acronis PXE Server, you can start a computer from your network into the
Acronis recovery environment for bare-metal restores. Bootable components are
uploaded to the Acronis PXE Server using the Bootable Media Builder.
For more information about installing the PXE Server and configuring the
computer to boot from the PXE Server, see the section, Acronis PXE Server
in the Acronis® Backup & Recovery™ 11.5 User’s Guide.
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.
Agent Core
Acronis Backup and Recovery Agent Core enables Acronis agents to work on the
machine. Agent Core does not perform backup or recover; it contains the core
functionality required by the other agents.
Agent
The Acronis Backup and Recovery Agent is an application that enables volume level,
disk-level, and file-level backup and recovery. The management console manages the
Agent centrally or locally.
Tray Monitor
The Tray Monitor shows the execution of current tasks in the notification area.
Components for Remote Installation
The remote installation components register the Acronis components to make them
available for installation with the Remote Installation Wizard or Management Server web
page.

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 SP1/

activities, monitors real-time R2 SP1
status and centrally manages
backup operations of multiple
machines, which includes
both physical and virtual
machines.
Server Manages backups on the Windows Server 2008 SP1/R2

local node and executes SP1
scheduled and on-demand
backup jobs
Desktop Manages backups on the Windows 7 (32/64-bit)

local node and executes
scheduled and on-demand
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. Backup policies and tasks for all server,
desktop, or virtual machines are created from the management console from any
node by connecting it to the management server.
• In a locally managed environment, EBR is installed on each server or desktop node
to be backed up.
Note: License Server is required in both environments.
In the centrally managed environment, the manager has the license server component
installed on it by default, and in the locally managed environment, the license server
component must be installed on a non Experion Server node.
2.2. Hardware and software requirements for EBR Manager
Previous versions of EBR: If an earlier version of EBR is already present on the node,
you must remove it before attempting to install the latest EBR software. For instructions
about removing EBR, see Uninstalling EBR .
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.
• 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
• Intel® Pentium 4 processor, 2 GHz or more • Microsoft Windows Server 2008 R2

• Microsoft Windows Server 2008 R2
Standard Service Pack 1
Standard Service Pack 1 • CPU allocation - 2000 MHz
• 64 bit operating systems • Virtual CPUs –
• 4 GB RAM (16GB of RAM on EBR Manager − 2 cores of 3 GHz
for using deduplication). − or 4 cores of 2.5 GHz
• Free disk space - 40 GB or more (note this • RAM - 4 GB (reserve 16GB of RAM on EBR
is not intended for backup storage) Manager for using deduplication.)
• IOPs - 50
• Max IOPs -100
• Network (mbps) - 1
• Free disk size - 40 GB (note this is not
intended for backup storage)

2.3. Creating EBR user
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

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 > All Programs > Administrative tools >Active Directory
Users and Computers > 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.

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.

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.

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.

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 > All Programs> Administrative tools> Local Security Policy >
Local Policies > User Rights Assignment.
The User Rights Assignment window appears.

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

The Log on as a service Properties dialog box appears.

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.

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

24 Click Start > All Programs> 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.


3. Installing EBR Manager
This chapter describes how to install the EBR Manager software package to back up and
restore your Experion PKS Nodes in a Honeywell process control system.
Prerequisites for Installing EBR Manager
The installation of EBR Manager requires the following:
1. Microsoft .Net Framework 3.5 features must be enabled
2. Microsoft .Net 4.0 must be installed
3. SQL Server 2012 Express must be installed
Note: Microsoft .Net 4.0 and SQL 2012 are supplied as part of the EBR R431 installation
media.
3.2 Installing the EBR Manager software package

Enabling Microsoft .NET Framework 3.5
Prerequisites
Ensure that you log on with a dedicated EBR user account.
Note: If a dedicated EBR user account does not exist, a new dedicated user account must
be created. For creating a new EBR user, see Creating EBR user.
To Enabling Microsoft .NET Framework 3.5:
Step Action
1 Under Administrative Tools, select Server Manager and click Features.
All the installed Features are displayed in the right side pane where you can
validate if .Net Framework 3.5 SP1 (3.5.1) is installed or not.
2 If it is not installed, then click Add Features and expand .Net Framework
3.5.1 Features. The Add Features Wizard appears.
3 Click Add Required Role Services.

3.2. Installing the EBR Manager software package
Step Action
4 Select the check box Net Framework 3.5.1 Features.
Uncheck WCF Activation. And then click Next.
5 The Web Server (IIS) page appears. Click Next. The Select Role Services
page appears.
6 Click Next. The Confirm Installation Selections page appears.
7 Click Install. The Installation Progress page appears.
Note: A warning message appears if automatic update of Windows is not
Turned On. Ignore it.
8 After installation is complete, click Close.

Installing Microsoft .NET Framework 4.0

Prerequisites
1. Microsoft.Net 3.5 features must be enabled on the machine prior to installing .Net
4.0.
2. Ensure that you login with a dedicated EBR user account.
be created. For creating a new EBR user see, see Creating EBR user.
To install Microsoft .NET Framework 4.0
Step Action
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.
3 Go to UTILITIES.
4 Right click DOTNETFX40_FULL_X86_X64.EXE and then select Run as

administrator. The User Account Control dialog box appears.
5 Click Yes.
6 Select I have read and accept the license terms.
7 Click Install. The Installation Is Complete message appears.
8 Click Finish.
9 Reboot the machine.

Installing Microsoft SQL Server 2012 Express
ATTENTION
EBR R431 Manager only supports MS SQL 2012 Express.
Microsoft SQL Server 2012 Express must be installed on a Manager Node having
Windows Server 2008 R2 SP1 operating system, before installing the EBR Manager
Software package.
Note: Microsoft SQL Server 2012 Express is an unlicensed component.
The minimum free hard disk space required is as follows:
EBR software component Required hard disk space
Microsoft SQL Server 2012 Express 600 MB
Prerequisites
Ensure that you login with a dedicated EBR user account.
be created. For creating a new EBR user see Chapter 2 - Creating EBR User.
Step Action
1 Insert the EBR Installation DVD into the DVD drive.
The AutoPlay dialog box appears.
Note: If the AutoPlay dialog box does not appear, use Windows Explorer to
locate the CDBROWSE.exe file and then double-click the file to launch the
program.
3 Select Setup, right click and then select Run as administrator. The User
Account Control dialog box appears.
4 Click Yes. The Welcome to Honeywell Experion Backup and Restore
Installation Wizard appears.
5 Click Next.
6 Read the license agreement and choose the option, I accept terms in the
License agreement and then click Next. The License information page
appears.

Step Action
7 Type the requested information in the appropriate text box. Click Next. The
Honeywell Experion Backup and Restore Features Selection dialog box
appears.
8 Select SQL Express 2012.
ATTENTION
Only SQL Express 2012 should be selected.
9 Click Next. The Feature and Options selection dialog box appears.
10 Click Next. The Summary page appears.

Step Action
11 After the installation is complete, click OK.

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 and are installed
by default when EBR Manager is selected for installation.
• Acronis License Server
• Acronis Management Server
• Acronis Components for Remote Installation
• Acronis Storage Node
• Acronis Management Console
• Acronis Command Line Tool
• Acronis PXE Server
• EBR Scripts
Note: Installation of the EBR Manager Software package is not supported on encrypted
file systems.
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:
Step Action
1 Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog
box appears.
3 Select Setup, right click and select Run as administrator. User Account
Control dialog box appears. Click Yes.

4 The Welcome to Honeywell Experion Backup and Restore Installation

Wizard appears. Click Next.
5 The License Agreement page appears. Read the license agreement and
choose the option I accept terms in the License agreement and click Next.

6 Type the requested information in the appropriate text box and click Next.
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.
7 The Honeywell Experion Backup and Restore Features Selection dialog
box appears.
Select EBR Manager and click Next.

8 The Feature and Options selection dialog box appears. By default, all
components are selected. Select only the required components and then click
Next.
TIP
Acronis PXE Server and EBR Scripts are optional components)
When installing the EBR Manager, do not perform any other operation -
except for the inputs to be provided to the Manager installation wizard
9 The Summary dialog box appears.
Click Finish.

10 The Honeywell Experion Backup and Restore – Status Display dialog box
appears. The checkbox on the left hand column indicates the progress of each
component’s installation.

Acronis Backup and Recovery 11.5 Management Server Installation
11 As the installation progresses, the Acronis Backup and Recovery 11.5

Management Server Setup wizard appears.
Click Next.
12 The License Agreement dialog box appears. Select I accept this agreement
and click Next.
13 The Custom Setup dialog box appears. Click Next.
14 The Select Administrator Options dialog box appears. Select the required
option and then click Next.

15 The Acronis Backup and Recovery 11.5 Management Server Credentials

dialog box appears.
Type the dedicated EBR user name and password and then click Next.

16 The Operational Server dialog box appears.
Keep the default settings and then click Next.
17 The Reporting Server dialog box appears. Keep the default settings and
then click Next.

18 The Acronis Backup and Recovery 11.5 Management Server dialog box
appears.
Click Proceed. The Installation Complete message appears.
Click Close.

appears.
Acronis Backup and Recovery 11.5 Storage Node Installation
20 As the installation progresses, the Acronis Backup and Recovery 11.5

Storage Node Setup wizard appears. Click Next.
21 The License Agreement page appears. Read the license agreement and
choose the option I accept terms in the License agreement and then click
Next. The Setup Type dialog box appears.
22 Click Complete. The Select Administrator Options dialog box appears.
23 Select Install for users that share this machine and then click Next.
The Acronis Backup and Recovery 11.5 Management Server Credentials
dialog box appears.
24 Type the user name and password and then click Next. The Acronis
Backup and Recovery 11.5 Management Storage Node dialog box
appears.
25 Click Next. The Installation Complete message appears.

26 Click Close. The Honeywell Experion Backup and Restore – Status

Display dialog box appears.

27 As the installation of the agents progresses, The Setup – Installation wizard

appears.
28 Click Next. The License Agreement page appears.
29 Read the license agreement and choose I accept terms in the License
agreement.

30 Click Next. The Customer Information dialog box appears.
31 Provide the required information and then click Next. The Destination
Folder dialog box appears.
32 Click Next. The Ready to Install the Program dialog box appears.
33 Click Install. The InstallShield Wizard Completed message appears.
34 Click Finish. The Honeywell Experion Backup and Restore – Status

35 Acknowledge The installs have completed message and click OK.

3.3. Adding Licenses to the License Server Manually
3.3 Adding Licenses to the License Server Manually

Adding licenses to the License Server manually
TIP
If the Windows Security Alert window appears, click Allow Access.
Step Action
1 In the management server console, click Licenses. The License server page
appears.
2 Click Add license. The Add license dialog box appears.
3 Click Import keys from file…. The Select the file that contains the licenses
that you want to add window appears.
4 From the left pane, browse to the EBR R431 installation DVD, select the
appropriate license key file and then click OK. The Add license dialog box
appears and all the licenses are displayed.
5 Click OK. The License server page appears and displays the list of the
imported licenses for Virtual Edition, Advanced Server and Advanced
Workstation.

4. Installing EBR agents in physical environment
4.1 Installing EBR Server software package on a physical
node
Minimum computer requirements for installing EBR Server
software package
• Windows OS
− Windows Server 2008 SP1
or
− Windows Server 2008 R2 SP1
• RAM - 1130 MB
• Free Disk Space – 4GB
Prerequisites
Ensure that you log on with a dedicated EBR user account.
be created. For creating a new EBR user see Creating EBR user.
Installing the EBR Server software package
Note: This procedure is for local installation of EBR on server nodes using the EBR Installation
DVD.
To install the EBR Server software package
Step Action
1 Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog
box appears.

3 Select Setup, right click and from the drop down menu choose Run as
administrator. The User Account control dialog box appears.

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

4.1. Installing EBR Server software package on a physical node
Step Action
6 Choose the option I agree the terms in the License agreement and then
click Next. The License information dialog box appears.
7 Enter the system number and authorization number and then click Next.
The Honeywell Experion Backup and Restore Features Selection dialog
box appears.
Select the EBR Server option and then click Next.
8 The Feature and Options selection dialog box appears. Click Next.
9 The Summary dialog box appears. Click Finish.

Step Action
appears. The checkbox on left hand column displays the status of completion
after each component installation.
Acronis Backup & Recovery 11.5 Agent for Windows installation
11 As the installation progresses, The Acronis Backup & Recovery 11.5 Agent
for Windows dialog box appears. Click Next.

Step Action
12 The License Agreement dialog box appears. Select I accept this

agreement and then click Next.
13 The Registration Method window appears.

Select Acronis License Server, click Next.
14 The Specify License Server window appears.

Enter the License Server number and then click Next.

Step Action
15 The Product Selection dialog box appears.

Note: The License server number is the machine name or the IP address of
the machine in which license server is installed.
TIP
Your EBR Manager can also be your license server.
16 Select the Acronis Backup and Recovery 11.5 Advanced Server for
Windows + Universal Restore option. Click Next.
17 The Setup Type window appears. Select Complete. Click Next.

4.2. Installing the EBR Desktop software package
Step Action
18 The Select Administrator Options dialog box appears.
19 Select Install for users that share this machine. Click Next. The
Installation Completes message appears.
20 Click Close. The Honeywell Experion Backup and Restore – Status

21 Click Finish.
4.2 Installing the EBR Desktop software package

Minimum computer requirements for installing EBR Desktop
software
• Windows OS - Windows 7 (32/64-bit)
• RAM - 1130 MB
• Free Disk Space – 4GB

Installing the EBR Desktop software package

Note: This procedure is for local installation of EBR on workstation nodes using EBR Installation
DVD.
Prerequisites
Ensure that you login with a dedicated EBR user account.
be created. For creating a new EBR user see procedure for Creating EBR User.
Step Action
1 Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box
appears.

3 Select Setup, right click and select Run as administrator. User Account
Control dialog box appears.

Installation Wizard appears.

5 Click Next.
The License Agreement page appears.
6 Read the license agreement and choose the option I accept terms in the
License agreement and then click Next. The License information page
appears.
7 Enter the system number and authorization number and then click Next.
The Honeywell Experion Backup and Restore Features Selection dialog
box appears.
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.
8 Select EBR Desktop and then click Next. The Feature and Options
selection dialog box appears.
9 Click Next. The Summary dialog box appears.

10 Click Finish. The Honeywell Experion Backup and Restore – Status

Display dialog box appears. The checkbox on left hand column displays the
status of completion after each component installation.
11 The Acronis Backup and Recovery 11.5 Agent for Windows dialog box
appears.
12 Click Next. The License Agreement window appears.
13 Select I accept this agreement and then click Next.

The Registration Method window appears.
14 Select Acronis License Server, click Next.

The Specify License Server window appears.

4.3. Adding computers to the management server
15 Specify the License Server and then click Next.

Note: Type the IP address of the License Server node or the name of the
License Server node.
The Product Selection dialog box appears.
TIP
Your EBR Manager can also be your license server.
16 Select Acronis Backup and Recovery 11.5 Advanced Workstation +

Universal Restore and then click Next. The Setup Type window appears.
17 Select Complete and then click Next. The Select Administrator Options
dialog box appears.
18 Click Proceed. The Installation Complete message appears.
19 Click Close to exit.
20 The next component installation begins and the Honeywell Experion Backup
and Restore – Status Display dialog box appears.

4.3. Adding computers to the management server
21 After all the components are installed, the Message field displays, The
installs have completed. Click OK.
4.3 Adding computers to the management server

Adding computers to the management server requires you to connect the management
console to the management server.
Connecting the Management Console to the management
server
Step Action
1 Launch Acronis Backup & recovery 11.5.
2 On the home page, click Connect to a management server.
The Management Server Connection dialog box appears.
3 a) In the Machine list, type or select the IP address/computer name of the
management server computer.
b) Click Options.
c) Under Logon settings, type the User name and Password.
d) Click OK
The console gets connected to the management server.
Adding computers to the management server

Note: This procedure is for adding those computers to Management server on which local
installation of EBR Desktop or EBR Server is performed using EBR Installation DVD.
TIP
Ensure the Agent component is installed on the node before attempting to
add it to Management Server.

4.4. Remote Installation for physical nodes
Step Action
Connecting to the management server

1 Connect to the Management Server from the home page.
For more information about connecting to the management server, see
Connecting the Management Console to the management serverConnecting
the Management Console to the management server.
Adding a computer to the management server

2 In the navigation pane, right-click Machines with agents and click Add a
machine to AMS.
The Add machine IP/Name dialog box appears.
3 In the Name/IP box, type or select the IP address or the name of the
computer to be added.
a) Type the User name and Password of the machine.
b) Click OK.
4 The computer gets added and appears on the All machines with agents
page.
4.4 Remote Installation for physical nodes

Components of Acronis Backup & Recovery 11.5, such as Agent for Windows, can be
installed remotely to one or more machines running the corresponding operating systems.
To perform remote installation, you need administrative privileges on the target
machines. You can choose which managed computer to install the component on or you
can select all the managed computers connected to the management server
Getting started
Note: This procedure is for remote installation of Agent to workstation or server nodes using
Management Console.
Opening ports on EBR manager node and target node

Before attempting to install any EBR components remotely, add the following ports to
Windows Firewall on the Manager node and on the target node:
• 9876
• 25001
• 445

TIP
For assistance related to adding Ports contact your System Administrator.
Installing EBR components on a remote computer

ATTENTION
Check the location,
C:\Program Files\Common Files\Acronis\RemoteInstaller\38774.
If there are no components in the folder, copy all the files inside the folder
EBR_Components from the EBR R431 DVD and paste into the said location.
ATTENTION
EBR Scripts cannot be installed using this procedure.
Step Action

1 Connect the console to the Manager.
2 In the homepage, click Tools and select Install Acronis components. The
Remote Installation Wizard appears.
3 Under Add machine to the list: click the By IP/name option. The Add
Machine by IP/Name dialog box appears. Select the required option.
Option What to do
By IP/name Type a machine name or IP address and specify the credentials of

an account with administrative privileges on it.
From network Specify machines by browsing the network. You can select
individual machines, as well as entire workgroups or domains.
From Active Specify machines by browsing an Active Directory domain.

Directory This option is available only if the machine with the management
console is a member of that domain.
From file Import the list of the machines from a .txt or .csv file. The file should
contain machine names or IP addresses and they should be one
machine per line.
4 The Remote Installation Wizard appears and displays the list of machines
added. The Status column displays if Acronis component is installed or not.

Step Action
5 Click Next. Select the components to install dialog box appears.
6 Select the required components and then click Next. The Select whether to
use licenses for installation dialog box appears.
7 Select the option, Use licenses from the following license server: and
provide the credentials of the EBR user.
8 Click Next. The Licensing dialog box appears.
9 To view or change the assignment of licenses, click View license mapping.
The View and modify license mapping settings window appears.
In the window, you can set up which component will use which license, as
follows:
a) Click a machine in the Machines list.
b) Under Components, examine which components on the machine
require licenses.
c) Under Used Licenses, assign or reassign the licenses for these
components by selecting or clearing the corresponding check boxes.
d) Click OK. The licensing dialog box appears.
10 Click Next. The Installation options dialog box appears.
11 In the Acronis Managed Machine Service field, click Change. The Acronis
Managed Machine Service Account dialog box appears.
12 Select the option Use the following credentials and provide the credentials
of the EBR user created by you and then click OK.
ATTENTION
Ensure that you login with a dedicated EBR user account credentials.
Note: If a dedicated EBR user account does not exist, a new dedicated user
account must be created. For creating a new EBR user see section Creating
EBR User.
13 In the Installation options dialog box click Next. The Add to management
server dialog box appears.
14 Select the option, Add machines to management server, In the Management
server (IP or name): field and then provide the credentials of the EBR user
created by you.
15 Click Next. The User Account Control dialog box appears.

4.5. EBR Scripts
Step Action
16 Click Yes. The Acronis Customer Experience Program dialog box appears.
17 Select the option, No, I do not want to participate in the CEP and then click
Next. The Summary page appears. In the summary page, you can review
the list of machines where the components will be installed, the components
that will be installed, and the installation settings for those components.
18 Click Proceed. The installation starts and the program displays the names of
the machines on which the components are being installed.
4.5 EBR Scripts

Installing EBR Scripts
Step Action
1 Insert the EBR R431 installation DVD.
2 Browse the contents.
3 Locate and open the folder EBR_SCRIPTS.
4 Right click SETUP.exe and select Run as administrator.
ATTENTION
EBR Scripts are applicable only to server nodes.
EBR Scripts cannot be installed using the procedure for installing EBR
components on a remote computer.
Use of EBR Scripts is optional.
EBR Scripts cannot be used on VM machines.

4.5. EBR Scripts

5. Setting up EBR in a virtual environment
5.1 Introduction
In EBR R431, 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.
See the EBR SCN for VMware vSphere versions supported by EBR R431.
5.2 Virtual Appliance

Acronis Backup & Recovery 11.5 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 or backup at a hypervisor level.
Agent for VMware vSphere ESX(i) (Virtual Appliance) can be imported or deployed to a
VMware ESX(i) host.
5.3 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
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

5.3. Getting started
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.
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.
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.

5.4. Configuring VMware vCenter integration
5.4 Configuring VMware vCenter integration

To configure VMware vCenter integration
Step Action
1 Connect to the management server. For detailed procedure, see section

Connecting the Management Console to the management serverMC2MS.
2 In the home page, click Virtual machines. The Virtual Machines page
appears.
3 Click Configure VMware vCenter integration.
4 The Configure Integration dialog box appears.
5 Select the Enable integration with the following vCenter Server checkbox.
6 Provide the IP address and credentials of the vCenter server.
CAUTION By default, the Automatically deploy Agent for ESX(i) (Virtual

Appliance) checkbox is selected. It must be selected only if DHCP
server is present on the network.
When a backup is about to start, the management server automatically
deploys Agent for ESX(i) to every cluster that has virtual machines to
be backed up but does not have the agent yet.
It must be unchecked if DHCP server is not present on the network
and the Agent for ESX(i) must be manually deployed. For manual
deployment see, Deploying Agent for ESX(i) from EBR R431 Manager.
7 Click OK.
The virtual machines managed by the vCenter Server appear in the Virtual
machines section. The virtual machines are shown as grayed out if Agent for
ESX(i) has not been deployed yet.
5.5 Deploying Agent for ESX(i) from EBR R431 Manager

To deploy an agent for ESX(i) from EBR R431 manager

5.5. Deploying Agent for ESX(i) from EBR R431 Manager
Step Action

Connecting the Management Console to the management server.
appears.
3 Click Deploy Agent for ESX(i). The Add ESX(i) Host dialog box appears.
4 Type the IP address of the vCenter Server/ESX(i) host.
TIP
If you want to deploy the Agent to all ESX(i) hosts configured in a
vCentre, provide the IP of vCenter Server.
If you want deploy the Agent to an individual ESX(i) host, provide
the IP of the individual host.
Each ESX(i) host needs minimum one Agent for ESX(i) on IBM
Blade Centre HS23
5 Type the User Name and Password of the Esx(i) host and then click OK.
6 The Agent for ESX(i) Deployment dialog box appears. Select the Deploy
Agent for ESX(i) on this host check box.
7 In the VA name field, provide a name for the virtual appliance.
8 From the Datastore list, select a suitable option.
9 From the Network interface list, select a suitable option.
10 Click Credentials for agent connection to ESX(i) server. The network

Settings dialog box appears. Select a suitable option and then click OK.

5.6. Applying license to the virtual appliance
11 Click Network configuration. The Network settings dialog box appears.
ATTENTION
It is recommended you enter the network settings manually by selecting the
option use the following network settings.
Provide the following network settings parameters:
• IP address( any free IP address of management network)
• Subnet mask
• Default gateway
• Any DNS server
• DNS suffix
Ensure that VM Management network is used for the EBR virtual appliance.
12 Select a suitable option and then click OK.

5.6. Applying license to the virtual appliance
13 The Agent for ESX(i) Deployment dialog box appears. Click Deploy Agent
for ESX(i).
5.6 Applying license to the virtual appliance

Licenses are assigned automatically to the virtual appliances by the license server. If this
does not happen, see Troubleshooting.
5.7 Removing agent for ESX(i) from EBR manager

To remove Agent for ESX(i) from EBR manager
Step Action
1 Connect to the management server. For detailed procedure, see Connecting

appears.
3 Click Remove Agent for ESX(i). The Agent for ESX(i) removal dialog box
appears.
4 Select the agents to remove, the ESX(i) Host Credentials dialog box
appears. and then click Remove Agent for ESX(i).
5 Type the credentials and then click OK.
6 Click Remove Agents for ESX(i); you are prompted for confirmation.
7 Click Yes.
ATTENTION
If you face problems while removing agent for ESX(i) from EBR manager, see
Manually removing virtual appliance from vCenter/ESX(i).

6. Backup Planning
6.1 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
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.

6. Backup Planning
6.1. Backup considerations
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.
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).

6. Backup Planning
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.
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.

6. Backup Planning
Network throttling setting: A setting that limits available bandwidth utilization.

For backup and restore to DVD, allow 4 minutes per Gigabit.
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.
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.

6. Backup Planning
6.2. Deduplication
TIP
It is recommended that you use the Normal option for data compression, as it
provides the best overall performance results.
EBR R431 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
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.
6.2 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.
Note: The storage node component has to be installed for using deduplication.
Deduplication is possible only when the backup is stored to a managed vault.
Deduplication is performed in the following two ways:
Deduplication at source
It is performed on a managed machine during backup. The agent uses the storage node to
determine the data that can be deduplicated. It does not transfer the data blocks in which
the duplicates are already present in the vault. Deduplication performed at source
consumes resources of source machine causing more load. For virtual machines
deduplication can not be done at source.
Deduplication at target
It is performed in the vault after a backup is completed. The storage node analyses the
vault's contents and deduplicates data in the vault.

6. Backup Planning
6.2. Deduplication
For more information about Deduplication, see section 7.5.7 of the Acronis® Backup &
Recovery ™ 11.5 User’s Guide.
Honeywell recommends using Deduplication at target only. Deduplication is a memory
intensive operation of the storage node. Hence when deduplication is used, the storage
node will need additional RAM. EBR Manager and storage node setup on a VM will
need 16 GB or more RAM (up to 32 GB).
We recommend loading the storage node on the EBR manager on a VM but the actual
vault needs to be on an NAS device managed by the storage node.

6. Backup Planning
6.3. Backup recommendations
6.3 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

Step Action
1 Click My Computer.
The My Computer window appears displaying System reserved partition
with a drive letter assigned to it.

6. Backup Planning
2 Click Start > Computer.
3 Right-click and then click Manage.
4 Click Disk Management. The Disk Management window appears.

6. Backup Planning
5 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.
6 Click Remove to remove the Drive letter of the System Reserved drive.
A confirmation message appears.

6. Backup Planning
7 Click Yes.
The following warning message appears.
8 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
ACE-T, SIM-ACE-T, and SIM-C200 nodes
• Incremental backups run every shift change.

6. Backup Planning
6.4. Backup Types
Process History Database

See the EBR R431.1 SCN for a list of PHD versions supported.
Uniformance applications
Backup scripts are not required for most of the Uniformance applications as EBR uses
Volume Shadowcopy Service (VSS). This ensures that the backups on Windows 2008
Server and Windows 7 for VSS-compliant databases (including current versions of SQL
Server) are consistent without the need for command files.
6.4 Backup Types

With EBR R431, 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.
For more information about Backup Types, see section 3.5 of the Acronis®
Backup & Recovery ™ 11.5 User’s Guide.
6.5 Backup Schemes

When creating a backup plan, the following backup schemes are available:
• Manual start
• Grandfather-Father-Son (GFS)
• Tower of Hanoi
• Custom
• Simple
For more information about Backup schemes, see section 4.2.6. of the
Acronis® Backup & Recovery ™ 11.5 User’s Guide

6. Backup Planning
6.6. Scheduling backups
6.6 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.
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
6.7 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.
To view and change default backup options:
Step Action
Connecting the Management Console 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.

6. Backup Planning
6.7. Default Backup settings
Default backup options

Available default backup options for EBR R431 and Honeywell recommendations for
these options are listed in the following table:
Default backup option Default setting (Preset) Honeywell

recommendation
Archive Protection Disabled Disabled

Backup cataloging Full cataloging Fast cataloging
Pre/Post Commands None May be used

The default path for the
Pre/Post Commands is:
C:\ProgramData\Honeywe
ll\Backup.
Pre/post data capture None None

commands
File-level backup Create snapshot if it is Create snapshot if it is

snapshot possible possible
Mount point Disabled Disabled

Multi-volume snapshot Enable Enable
Volume Shadow Copy Use Volume Shadow Use Volume Shadow

Service Copy Service. Copy Service
choose a snapshot
provider: Software - choose a snapshot
System provider provider: Software -
System provider
Compression level Normal Normal
Backup priority Low Low
HDD writing speed Maximum 50%

6. Backup Planning
6.7. Default Backup settings

recommendation
Network connection Maximum 50% or less as per site

speed needs.
Note: If the site is seeing
performance issues on
the machine being backed
up, the Network
connection speed must be
lowered. 25% is a likely
number for highly
available nodes.
Notifications – E-mail Disabled Disabled
Windows event log Use the default setting set Log “All Events
in Machine options
SNMP notifications Use the default setting set Do not send SNMP
in Machine options notifications
Fast Enabled Enabled

incremental/differential
backup
Backup splitting Automatic Automatic
File-level security - In Disabled Disabled

archives, store encrypted
files in a decrypted state
File-level security - Enabled Enabled

Preserve file security
settings in archives
Media components No bootable components. No bootable components

6. Backup Planning
6.8. Retention rules

recommendation
Silent Error handling Disabled. Disabled

Re-attempt Number of attempts: 30. Number of attempts: 30.
Interval between Interval between
attempts: 30 seconds. attempts: 30 seconds.
Ignore bad sectors

Disabled Enabled
ATTENTION: This setting
could cause the backup to
be non restorable if there
are issues with bad
sectors.
Task start conditions Wait until conditions are Wait until conditions are
met. met.
Task failure handling Do not restart a failed Do not restart a failed

task. task.
Ask for the first media Disabled Disabled

while backing up to
removable media
Reset archive bit Disabled Disabled
Restart the machine Disabled Disabled

automatically after backup
is finished
Deduplicate backup only
after transferring it to the Disabled Enabled
vault (do not deduplicate
at source)
Sector-by-sector backup Deselected Deselected
For more information about Backup options see, chapter Backup in the
Acronis® Backup & Recovery ™ 11.5 User’s Guide.
For Tape Management settings see section Tape Management in the
Acronis® Backup & Recovery ™ 11.5 User’s Guide.

6. Backup Planning
6.8. Retention rules
6.8 Retention rules

With EBR R431, you can set two types of retention rules for your backup archives. They
are based on:
• Time
• Archive size
ATTENTION
The retention rules must be performed AFTER the backup job.
If you attempt to delete the last backup in the archive by applying the
retention rules before backup, the latest backup in the archive is retained,
even if a retention rule violation is detected.
Based on the type of backup plan, you must set retention rules.
To set retention rules:
Step Action
1 Click the Retention rules list.
The Retention Rules dialog box appears.
2 Specify the parameters as required.
3 Click OK.
Clean up archive
You can configure the clean up archive option by selecting any one of the following:
• Using retention rules
• When there is insufficient space while backing up

6. Backup Planning
6.9. Setting up a storage Node
6.9 Setting up a storage Node

To add a storage node to the management server
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.
Step Action
Connecting to the Management server

Adding a Storage node

2 In the navigation pane, click Storage nodes.
3 The Storage nodes page appears. Click Add storage node.
4 The Add server dialog box appears. Type the IP address or name of the
storage node.
Click OK.
5 The Operation Progress window appears. The storage node is added to the
management server and the computer name is displayed in the storage
nodes list.

6. Backup Planning
6.10. Vaults
6.10 Vaults
A vault is a location for storing backup archives. It is organized on a local or a networked
drive, detachable media, or a tape device attached to a Storage Node.
There are no settings for limiting a vault size or number of backups in a vault. You can
limit the size of each archive using the archive cleanup function, but the total size of
archives stored in the vault is limited by the storage size only.
Centralized vaults
A centralized vault is a networked location allotted by the management server
administrator to serve as storage for the backup archives. It can be Managed or
Unmanaged.
When the management server administrator creates a vault, its path and name are
distributed to all computers registered on the server. Any backup plans existing on the
computers can use the centralized vault.
If a computer is not registered on the management server, specify the full path to the
vault while backing up to a centralized vault. If the vault is Managed, all backup archives
are managed by the storage node.
Managed vaults
A Managed vault is a centralized vault managed by a storage node. The storage node
performs the cleanup and the validation for each archive stored in a Managed vault.
Any Managed vault is self-contained. It contains all the metadata the storage node needs
to manage the vault. In case the storage node is lost or its database is corrupted, the new
storage node retrieves the metadata and re-creates the database.
Deduplication at the target will increase memory load on the storage node and
consequently to the Manage Vault.
Managed vaults can reside on:
• Network share
• SAN
• NAS
• The local hard drive of the storage node
ATTENTION
NFS datastore is NOT supported.

6. Backup Planning
6.10. Vaults
TIP
To create backups on a managed vault, you must have an account on the
computer where the storage node is installed.
Unmanaged vaults
An Unmanaged vault is a centralized vault that is not managed by a storage node. To
access an Unmanaged vault, you must have access privileges for the location from the
network.
When backups are performed, the source communicates directly with the backup
destination, i.e., connects to a NAS device.
With read/write permissions to an Unmanaged vault location, you can backup and restore
data and you can view and manage archives.
Creating a Centralized vault (Managed)
ATTENTION
Before creating a Managed vault, you must install and set up a storage node.
Step Action

the Management Console to the management serverConnecting the
Management Console to the management server.
2 The Management Server Connection dialog box appears. In the Machine
list, enter or select the name of the management server computer and click
OK.
The computer is connected to the management server.
Creating a Centralized vault (Managed)

3 In the navigation pane, click Vaults.
The Vaults page is displayed in the main area.
4 Click Create.
The Create centralized vault page appears.
5 In the Name box, enter a name for the vault.
6 In the Type list, click Managed.

6. Backup Planning
6.10. Vaults
7 In the Deduplication list, select On.

Note: Select this option only if you want to Deduplicate the backed up data.
8 To select a storage node or to change the selected storage node, click
Storage nodes. The Storage nodes page appears.
9 To select or change the location of the vault, click Path.
The Vault Path dialog box appears.
10 Browse through the folder tree and select the location of the vault.
Click OK.
ATTENTION
Vaults can be created only in an empty folder. Create a new folder or choose
an empty folder.
11 Click Deduplication database to select the location of the database.

The Vault Database Path dialog box appears.
12 In the Vault Database Path dialog box, browse through the folder tree and
select the location of the database.
13 Click OK.
14 Click Catalog database to select the location of the database.
The Vault Database Path dialog box appears.
15 In the Vault Database Path dialog box, browse through the folder tree and
select the location of the database.
16 Click OK.
The Centralized Managed vault is created in the chosen location.
17 In the Create centralized vault , click OK
Creating vault on NAS or network share

The procedure for creating vault on NAS or network share is the same as the procedure
for creating a centralized vault (managed). For a detailed procedure, see Creating a
Centralized vault (Managed).

7. Backups on a physical node
7.1 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
• Weekly:

7.1. Getting Started
− 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
− Number of hours between 1–8

incrementals
Event-driven incrementals Not recommended.
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 • DVD: 4589 MB

• 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.

7.2. Creating a backup plan for a physical node
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.
7.2 Creating a backup plan for a physical node

To create a backup plan for a physical machine
Step Action
Procedure for connecting the Management Console to the management
server.
2 On the home page, click Create backup plan.
The Create backup plan page appears.
Plan parameters
3 Type a plan name in the Plan name text box.
What to back up
ATTENTION
While selecting the volumes to be backed up for nodes loaded with Windows
7 and Windows 2008 R2 Server 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.
4 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.
5 e) 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.
c. Click OK.

Step Action
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
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
• CD/ DVD
• Blu-ray disk
6 Click Location.
The Location dialog box appears.
7 a. Select the location from the left pane.
b. Provide a name for the new backup archive.
f) Click OK.
How to back up
8 In the Backup Scheme list, select Custom (recommended.)
TIP
It is recommended to use the Custom back up scheme.

Step Action
9 To schedule the task for each backup type:
a. Click Add schedule.
The Schedule dialog box appears.
b. Under Run the task, select Daily.
c. Under Schedule, type or select how often you want to start the task (in
days).
d. Under During the day execute the task, do one of the following:
• If you want to run the task only once on the selected date, select
Once at and type or select the time.
• If you want to repeat the task at predefined intervals on the selected
date, select Every and type or select the time.
e. Under Effective, type or select the start and end date for this task.
f. Click OK.
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.
10 In the Clean up archive list, click an option that suits your requirement.
If you chose Using retention rules, the Retention rules option appears.
a) Click Retention rules.
The Retention Rules dialog box appears.
b) Specify the parameters as required
c) Click OK.
11 In the Apply retention rules list, select the option that suits your
requirement.
12 Click OK.
Archive validation
13 In the When to validate list, select a suitable option.
ATTENTION
We do not recommend validating the backup as part of the backup job.

7.3. Disabling and deleting backup jobs
Step Action
Validating the image as part of the backup job will put extra load on the
source machine and the network as the image will be copied back to the
source machine to be validated.
It can be validated at a later time as part of a vault task which will put the load
on the EBR manager and not the source node.
Note that the validation process is not a verification of the data backed up. It
only validates that the backup image can be mounted. See Validating
backups for more information.
14 In the Convert to virtual machine list, select Do not convert.
Backup options
15 Click Default to review and edit the default backup settings.
For deduplication operation to be performed after transferring to the vault, In
the options window, under Additional Settings select the Deduplicate
backup only after transferring it to the vault (do not deduplicate at
source) checkbox.
16 Click OK.
ATTENTION
The Pre-capture option must be used only with command files that
suspend the VSS unaware databases and the Post-capture option must
be used only for command files that resume the VSS unaware
databases. Pre/ post commands cannot be used for virtual machines
ATTENTION
Enter EBR Administrator credentials when prompted.

7.3. Disabling and deleting backup jobs
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.
7.3 Disabling and deleting backup jobs

Disabling a backup job locally using Server/Desktop console:
Step Action
1 In the navigation pane, click Backup plans and tasks.
2 Select a backup to disable and click Stop.
3 Click Yes.
The selected backup is disabled.
Deleting a backup job locally using Server/Desktop console:
Step Action
1 In the navigation pane, click Backup plans and tasks.
2 Select a backup to delete and click Delete.
3 Click Yes.
The selected backup is deleted.

7.4. Backup in a recovery environment
7.4 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.
4 On the Acronis Rescue Media welcome screen, three options are available.
• Acronis Backup & Recovery 11.5 (32-bit)
• Acronis Backup & Recovery 11.5 (64-bit with UEFI support)
• Continue OS booting
Click Acronis Backup & Recovery 11.5 (64-bit with UEFI support).
This process takes a few minutes.
4 The Acronis Bootable Agent dialog box appears. Click Configure Network.
5 The Network Settings dialog box appears. Enter the appropriate network
settings and then click OK.
6 The Acronis Bootable Agent dialog box appears. Click Manage this
machine locally.
7 The Management console appears. On the home page, under Actions,
click Back up now. The Back up now page appears.
What to backup
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.

7.4. Backup in a recovery environment
Step Action
10 g) 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.
h) Click OK.
Where to back up
11 Click Location.
The Location dialog box appears.
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
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.

7.5. Mounting an image
7.5 Mounting an image

Mounting volumes from a disk backup (image) lets you access the volumes as though
they were physical disks. Multiple volumes contained in the same backup can be
mounted within a single mount operation. The mount operation is available when the
console is connected to a managed machine running Windows.
Mounting volumes in the read/write mode enables you to modify the backup content, that
is, save, move, create, delete files or folders, and run executables consisting of one file.
In this mode, the software creates an incremental backup containing the changes you
make to the backup content. Please be aware that none of the subsequent backups will
contain these changes.
You can mount volumes if the disk backup is stored in a local folder (except optical
disks), or on a network share.
Usage scenarios
• Sharing: mounted images can be easily shared to networked users.
• "Band aid" database recovery solution: mount up an image that contains an SQL
database from a recently failed machine. This will provide access to the database
until the failed machine is recovered.
• Offline virus clean: if a machine is attacked, the administrator shuts it down, boots
with bootable media and creates an image. Then, the administrator mounts this
image in read/write mode, scans and cleans it with an antivirus program, and finally
recovers the machine.
• Error check: if recovery failed due to a disk error, mount the image in the read/write
mode. Then, check the mounted disk for errors with the chkdsk /r command.
To mount an image
Step Action
2 Under Actions, click Mount image.
The Mount image screen appears.
Source
3 To select an archive, click Source archive.
The Backup Archive Selection dialog box appears.

7.6. Validating backups
Step Action
4 Browse through the folder tree and select the archive that contains the
volume to be mounted.
5 Click OK.
6 Click Source backup.
The Backup Selection dialog box appears.
7 Select the backup that contains the volume to be mounted.
8 Click OK.
The volumes in the selected archive and backup appear under Mount
settings.
Mount settings
9 To change the mount settings for a volume, click Change.
The Volume Selection dialog box appears.
10 Select the volumes to be mounted.
a) Under Mount Parameters, for Access mode click one of the following
options:
• Read only
• Read/write
b) In the Assign letter list, click a suitable drive letter.
c) Click OK.
11 Click OK.
The image is mounted and appears in the Manage mounted images page.
7.6 Validating backups

The Validating backups function helps you check if data can be recovered successfully
from a backup. This function simulates the recovery of data to a dummy destination.
Validation of a disk or volume backup calculates a checksum for every data block saved
in the backup.
When you validate an archive, all backups in the archive are validated. Validating a vault
validates all archives stored in the vault.

TIP
Validation does NOT verify the files in the backup image versus the files in
the source machine.
To validate a backup:
Step Action
2 On the home page, under Actions, click Validate.
The Validation page appears.
Task Parameters
3 In the Task name box, type a name for the validation task.
What to validate
4 In the Validate list, click Backup.
5 Click Archive.
The Backup Archive Selection dialog box appears.
6 Browse through the folder tree and select the location of the archive
containing the backup that you want to validate.
7 In the Name field, type a name.
8 Click OK.
9 For Backup, click Change.
The Backup Selection dialog box appears.
10 Select the backup that you want to validate, and then click OK.
When to validate
11 In the Start validation list, click any one of the following:
• Now
• Later
• On schedule
TIP
• If you click Now, the validation starts immediately after the task is

Step Action
created.
• If you click Later, the task is started manually.
• If you click On schedule, specify the schedule for the validation task.
To configure the schedule for the validation task:
1. For Schedule, click Change.
The Schedule dialog box appears.
2. Modify the schedule settings as required.
3. Click OK.
12 Click OK.
The created validation task appears on the Backup plans and tasks page.

8. Backups on a virtual node
8.1 Getting started
Prerequisite: You should have completed the procedures mentioned in Section 5. 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
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

8.2. Creating a backup plan for a virtual node
Scheduling backups  Once

(Full or Base with  Weekly
incrementals):  Monthly
 No schedule
• Weekly:
− Day of the week Sun, Mon, Tue, Wed, Thu, Fri, Sat
− 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
− Number of hours between 1–8

incrementals
Event-driven incrementals Not recommended.
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 • DVD: 4589 MB

• Blu-ray Disc
• Tape:

8.2. Creating a backup plan for a virtual node
Limit number of backups for 5 backups maximum per week are

each hard disk recommended.
1 backup at month-end is
recommended.
Configuring VMware 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 virtual node

To create a backup plan for a virtual node:
ATTENTION
Only image backups are available for virtual nodes.
Step Action

2 On the home page, click Connect to management server. The
Management Server Connection dialog box appears.
3 Type the machine name or IP address of the management server machine
and provide the logon credentials of the management server machine.
4 Click OK. The Acronis Backup and Recovery 11.5 - Connected to AMS
page appears.
5 In the Navigation pane click Virtual machines and then select the All virtual
machines. The All virtual machines page appears.
6 Select the required virtual machine from the list and then click, Create backup
plan. The Create backup plan page appears.
7 Perform the steps 3 to 15 from section Creating a backup plan for a physical
node.

8.3. General recommendations
8.3 General recommendations

• Virtual node backups should use a vault on the virtualization management network.
• Validate the backups based on information contained in the Validating backups
section.
• 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.

8.3. General recommendations

9. Recovery Planning
9.1 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.
9.2 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.
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.

9.3. Overview of tasks to develop a recovery plan
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
• Develop the recovery plan
• Test and audit the plan
9.3 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

9.4. Restore modes/options
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
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.
9.4 Restore modes/options

Universal Restore option
With the Universal Restore option, you can recover and start a system on dissimilar
hardware. Universal Restore replaces the crucial Hardware Abstraction Layer (HAL) and
mass storage device drivers. Universal Restore takes care of differences in hardware
devices that are critical for the operating system start-up.
Universal Restore is equivalent to the Restore Anywhere option that is available in
previous versions of EBR.
File and folder restore using the Mount Image feature
By mounting volumes from an image, you can access the volumes as you would access
them from physical disks. You can mount multiple volumes contained in the same
backup within a single mount operation. The mount operation is available when the
console is connected to a managed computer.
Mounting volumes from a disk backup enables you to perform the following:
• Share mounted images easily to networked users.
• Modify the backup content if the volumes are mounted in the read/write mode.
• Mount an image that contains an SQL database from a recently failed machine. This
will give access to the database until the failed machine is recovered.
• In case of a virus attack, the administrator shuts the machine down, boots with
bootable media, and creates an image. Then, the administrator mounts this image in

9.4. Restore modes/options
read/write mode, scans and cleans it with an antivirus program, and finally recovers
the machine.
• If recovery failed due to a disk error, mount the image in the read/write mode. Then,
check the mounted disk for errors with the chkdsk /r command.

10. Checklists for Restoring Experion Nodes
10.1 Checklists for restoring nodes with dissimilar
hardware
To use the Universal Restore option to restore a node to a computer with dissimilar
hardware, the computers must have similar RAID and disk configuration items.
Restoring a non-redundant node with dissimilar hardware
Step Task Go to Done?

1 Replace the failed node and reconnect related cables. Not
applicable
2 Use EBR Recovery Media to restore the hard disk. page 131
Ensure you perform the Universal Restore steps.
3 For an Experion Server, ensure to run the post-restore page 155
command.
Restoring redundant Experion Server A with dissimilar hardware

applicable
3 Disable ERDB/EMDB replication for Experion Server B. page 146
4 Delete the contents of this folder on Experion Server A: Not
• For Experion R431 applicable
The default path is:

C:\Programdata\Honeywell\Experion PKS\Checkpoint
For custom installation path, navigate to
User selectedpath\Honeywell\ExperionPKS\Checkpoint
5 Restore the ERDB for Redundant Experion Server A. Page 146
6 Restore the EMDB for Redundant Experion Server A. page 149
7 Use a Station to connect to the primary Experion page 151
Server, and then synchronize both Experion Servers.

10.1. Checklists for restoring nodes with dissimilar hardware
Restoring redundant Experion Server B with dissimilar hardware

applicable
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

4 Restore the ERDB for Experion Server B. Page 148
5 Restore the EMDB for Experion Server B. page 150
6 Use a Station to connect to the primary Experion Server, page 151
and then synchronize both Experion Servers.
ATTENTION
For Universal restore in similar and dissimilar computers, ensure that the
system reserved partition / FAT 16 in the target computer is deleted.

10.2. Checklists for restoring nodes with similar hardware
10.2 Checklists for restoring nodes with similar hardware

Restoring a non-redundant node with similar hardware

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.
Restoring redundant Experion Server A with similar hardware

3 Disable ERDB/EMDB replication from Experion Server page 146
B.
4 Delete the contents of this folder on Experion Server A: Not

User selected path\Honeywell\ExperionPKS\Checkpoint
5 Restore the ERDB for Redundant Experion Server A. Page 146
6 Restore the EMDB for Redundant Experion Server A. page 149
Server, and then synchronize both Experion Servers.

10.2. Checklists for restoring nodes with similar hardware
Restoring redundant Experion Server B with similar hardware

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

4 Restore the ERDB for Experion Server B. Page 146
6 Use a Station to connect to the primary Experion Server, page 151
and then synchronize both Experion Servers.

10.3. Checklists for restoring nodes after recovery from a virus infection
10.3 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.

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

1 Remove the computer from the network. Not applicable
2 Use EBR Recovery Media to restore the hard page 131
disk.
3 Use the Mount Image feature to mount the page 108
intended backup image as a drive.
ATTENTION
Accessing data on an infected disk can also infect the local machine.
4 Use the virus scan software to scan the drive Virus scan
specified in step 2. software
documentation
5 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.
6 Use EBR Recovery Media to restore the hard Page 131
disk.
7 Add the computer back to the network. Not applicable

Restoring redundant Experion Server A after recovery from a virus infection

1 Remove the computer from the network. Not applicable
2 Reformat the hard disk. Microsoft
documentation
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 146
Server B.
7 Delete the contents of this folder on Experion Not applicable
Server A:
• For Experion R431
C:\Programdata\Honeywell\Experion PKS\Checkp
oint
Userselectedpath\Honeywell\ExperionPKS\Checkp
oint
8 Restore the ERDB for Experion Server A. page 146
9 Restore the EMDB for Experion Server A page 149

Server, and then synchronize both the Experion
Servers.

10.4. Checklists for restoring selected files or folders from a backup
Restoring redundant Experion Server B after recovery from a virus infection

1 Remove the computer from the network. Not
applicable
2 Reformat the hard disk. Microsoft
documentat
ion
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 145
Server B.
7 Delete the contents of this folder on Experion Not
Server B: applicable
• For Experion R431
C:\Programdata\Honeywell\Experion PKS\Checkpo
int
Userselectedpath\Honeywell\ExperionPKS\Checkp
oint
8 Restore the ERDB for Experion Server B. page 146
Server, and then synchronize both the Experion
Servers.

10.4 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 137


11. Restoring Physical Nodes
11.1 Using EBR Recovery Media to restore a hard disk
ATTENTION
During a restore, the changes made to the system since the last backup is
lost.
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
For restoring EPKS R400.x backup images onto Dell R7610 machine, copy
“DVD:\PACKAGES\EBR DRIVERS\R7610\32” folder in the init Media to any
external storage device and keep it available during restoration procedure.
Restoring a hard disk
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 R431 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:
f) Acronis Backup and Recovery 11.5 (64-bit with UEFI support)
g) AcronisBackup and Recovery 11.5 (32-bit)
h) Continue OS booting

11.1. Using EBR Recovery Media to restore a hard disk
Step Action
TIP
You can select 32-bit and/or 64-bit mode. The 32-bit mode can work on 64-bit
hardware. However, you need to select 64-bit mode to boot a machine that
uses Unified Extensible Firmware Interface (UEFI).
4 Click Acronis Backup & Recovery Media 11.5

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.
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.
8 Click Manage this machine locally.

Step Action
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 R431, use Initialization Media R122.1
Use Initialization Media released with Experion PKS R431.
9 On the home page, under Actions, click Recover.
The Recover data page appears.
What to recover
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
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.

Step Action
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.
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

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.
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.

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
23 After the installation, the system prompts for restart.
Click Restart Now.
ATTENTION
This is a mandatory step applicable for Universal restore only.
24 After restoring from a disk image which was part of a domain, you must
remove the computer from the Windows domain and then:
– Re-add to the workgroup.
– Reboot node.
– Re-add to the domain.
ATTENTION
This step may not be necessary if the domain machine token is still valid.
But if the image is older than 30 days it will definitely be necessary.
When restoring domain controllers, to restore activity directory objects,
consult the Microsoft KB about authoritative directory restores.

Restoring selected folders or files
ATTENTION
File and folder level restoration from a backup is not possible in a virtual
environment.
Step Action
Task
3 In the Task name box, type a name for the recovery task.
What to recover
4 Click Required.
The Data to Recover Selection dialog box appears.
5 Perform any one of the following actions:
Or
data that you want to recover.
6 Click OK.
7 In the Backup Contents list, click Files.
8 Select the appropriate file.
9 Click OK.
Where to recover
10 Click Destination. The Browse for Location dialog box appears.
11 You can choose to recover to the original location or to a new location.
To recover the files and folders to the original location:
1 With the default settings, click OK.

Step Action
To recover the files and folders to a new location:
1 Click, New location.
2 From the right pane, select the new location and then click OK.
12 The recovery process starts and the Task execution progress bar displays
the status of the recovery. After recovery completes, the Completed
successfully message appears.
13 Click Close.

12. Restoring Virtual Nodes
12.1 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.
For detailed information about creating a new virtual machine, see the latest
version of the Experion PKS R431 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.
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 R431 recovery media.

12.1. Methods of restoring a virtual node
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.
• Acronis Backup and Recovery 11.5 (64-bit with UEFI support)
• AcronisBackup and Recovery 11.5 (32-bit)
• Continue OS booting
TIP

TIP
TIP
the shared network.
• IP Address
• Subnet mask
TIP
Administrator.

11 Click OK.
ATTENTION
What to recover
Or
16 Click OK.
• Volumes
• Disks
• Files
For Volume
TIP

For Disks
Where to recover
Where to recover.
data.
TIP

TIP
26 Click Ok.
Attention
Do not use the Universal Restore feature.
27 In the Universal Restore list, select:

• Do not use
30 Click Reboot.
TIP


Click Restart Now.
ATTENTION
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.
To restore to an existing virtual node using EBR recovery media, perform steps 2 to 30 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. Virtual machines must comply with recommendations given in the Experion PKS
Virtualization Planning and Implementation Guide.
Step Action
2 From the Navigation pane, click Machines with agents and select All
machines with agents. The All machines with agents page appears.
3 Select the virtual appliance which has been deployed on the target ESX(i)
host.
4 Right click and select Connect directly. The Welcome to <name of the
virtual appliance> page appears.
5 Click Recover. The Recover data page appears.
What to recover
6 From the Select Data option, click Required.


• In the Data Path field, type the location of the backup that contains the
Or
8 Select the required archives form the Archives and backups list.
9 From the Backup Contents list select the required option and then click OK.
Where to recover
9 In the Recover to list, select the required option.
Click Browse and select the required host.
Select the appropriate data store.
Edit the Virtual machine settings as required.
10 Click Recover ‘Disk 1’ MBR to... The MBR Destination dialog box appears.
11 Select the required disk and then click OK.
12 Click Recover’ NTFS(C:)’ to... The Volume Selection dialog box appears.
13 Select the required volume and click OK.
When to recover
14 From the Recover: list, select the required option
Task
15 In the Task name: field, provide a name for the task.
16 In the Recover data page, click OK. The recovery task starts.

13. Restoring Experion Databases
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.
For disk management see Chapter 10 of the Acronis Backup and
Recovery User Guide 11.5.
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.
ATTENTION
It is observed that the FTE binding and the setting are not restored correctly
after restoring backup image to a dissimilar hardware platform using
Universal Restore. Therefore, ensure that all the network card configuration
parameters are correct as recommended by Honeywell. In addition, it is
recommended to manually configure the FTE after restoring backup image to
dissimilar hardware platform using Universal Restore. For more information
about FTE configuration, see Appendix A: Installing FTE MUX adapter.
13.2 Disabling ERDB and/or EMDB replication for

Redundant Experion Server B
ATTENTION
This procedure is applicable only to Experion Server B of a redundant server.

13.2. Disabling ERDB and/or EMDB replication for Redundant Experion Server B
Prerequisites
Ensure that you login with a local account that has local administrator and product administrator
privileges.
Disabling ERDB and/or EMDB replication for Redundant Experion Server B
Step Action
1 Start Configuration Studio and connect to the system with Experion Server.
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 Experion Server A

Use this procedure after restoring a backup of Experion Server A to update it with the
latest ERDB from Experion Server B.
This procedure can also be used to replace a corrupted ERDB on Experion Server A with
a valid ERDB from Experion Server B.
Step Action
1 Start Configuration Studio and connect to the system with Experion Server
B.
2 In Configuration Explorer, click the server name, and then click Administer
the control strategy database.

Step Action
3 Expand the DBAdmin and Server Node trees, and then click ERDB Admin
tasks.
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.
9 On Experion Server A, synchronize the SRDB with Server B as follows:
a) Choose Start > Settings > Control Panel > 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 > All Programs > Honeywell Experion PKS > Engineering
Tools > Error Logs > SRDB. Delete the file EPKSOperationalDB.sdf
10 Close all Windows applications and restart the machine.

Restoring the ERDB for Redundant Experion Server B

Use this procedure after restoring a backup of Experion Server B to update it with the
latest ERDB from Experion Server A.
You can use this procedure to replace a corrupted ERDB on Experion Server B with a
valid ERDB from Experion Server 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 Experion Server
B
2 In Configuration Explorer, click the server name, and then click Administer
the system database.
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.
7 Click OK to acknowledge the replication successful message.
9 On Experion Server B, synchronize the SRDB with Server A as follows:
a. Choose Start > Settings > Control Panel > 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 > All Programs > Honeywell Experion PKS > Engineering
Tools > Error Logs > SRDB. Delete the file EPKSOperationalDB.sdf
10 Close all Windows applications and restart the machine.

Restoring the EMDB for Redundant Experion Server A
Prerequisites
Step Action
1 Start the Configuration Studio and connect to the system with Experion
Server B.
2 In Configuration Explorer, click the system name, and then click
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.
7 Click OK to acknowledge a successful replication.

Restoring the EMDB for Redundant Experion Server B
Prerequisites
Step Action
1 Start the Configuration Studio and connect to the system with Experion
Server B.
2 In Configuration Explorer, click the system name, and then click
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.
7 Click OK to acknowledge a successful replication.

13.3. Restoring Controllers from controller checkpoint files
Synchronizing the Experion Server databases
ATTENTION
Automatic check pointing from the primary Experion Server to the backup
Experion Server does not occur until the two servers are properly
synchronized.
Step Action
1 On the primary Experion Server, connect to a Station.
2 Click View > System Status > Server Redundancy to start the Server
Redundancy Status display on the primary Experion Server.
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 Experion Server. 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 Experion Server 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.)

13.3 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 For each controller that changed since the backup, load the controller
checkpoint that was restored with the database to 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 loading the
checkpoint.
4 Load the newly added blocks.
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.

Step Action
7 After restoring Experion Server B of a redundant pair, note the checkpoint
files. If the older checkpoint files are restored to Experion Server B,
synchronization attempts to update them from Experion Server A, causing
them to become out-of-sync with the database. The solution is to delete the
checkpoint files from Experion Server A after replicating the database and
before enabling the ERDB synchronization.
Restoring the events database
Prerequisites
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.
2 Go to Start > Microsoft SQL > All Programs > 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.

Step Action
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 Experion Server 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.
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
Experion Servers 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 Experion Servers as usual.
• Changes were made and loaded: In this case, the EMDB and the Experion Servers
are not synchronized. Consequently, you must reconstruct the changes that were not
present on the backup image. After the changes, the EMDB and the Experion
Servers are synchronized. However, you must load the Experion Servers to ensure
that everything is synchronized.
ATTENTION
Exercise caution as changing asset names could result in the deletion of
server points.

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
Experion Servers 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 Experion Servers
Step Action
1 Click Start > All Programs > 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.

14. Configuration items in the Management Console
14.1 Additional configuration items in the management
console
Setting Backup Performance
You can specify the amount of network and system resources that can be used for the
backup process. Changing backup performance settings helps you to plan your backup
tasks with minimal affect on normal system usage. You can configure the following
backup performance options:
• Backup priority
• HDD writing speed
• Network connection speed
Configuring backup performance options
Step Action
1 In the management console, click Options > Default backup and recovery
options.
The Default Backup and Recovery Options dialog box appears.
2 a) Expand the Default backup options tree.
b) In the list, expand Backup performance.
Backup priority
3 Click Backup priority.
4 Click Low.
HDD writing speed

5 Click HDD writing speed.
6 Move the slider to the desired set point.
Network connection speed

7 Click Network connection speed.
8 Click Transferring speed as a percentage of the estimated maximum
speed of the network connection.
9 Move the slider to the desired set point.

14.1. Additional configuration items in the management console
Step Action
TIP
See Default backup options for recommendations about setting Network
connection speed.
Setting Log Files
Step Action

Management server options

2 In the management console, click Options > Management server options.
The Management Server Options dialog box appears.
Logging Level
3 In the left pane, click Logging Level.
4 In the right pane, select Collect logs.
5 In the Types of events to log list, click All events.
Log cleanup rules

6 In the left pane, click Log cleanup rules.
7 Select Maximum log size.
8 Enter the Maximum log size in MB or GB. The default size is 1 GB.
9 Enter the percentage of the log to be kept after cleanup, in percent. The
default value is 95%.
10 Click OK.

14.2. Deleting computers from the management server
Setting Event Logs
Step Action

Management server options

2 In the management console, click Options > Management server options.
The Management Server Options dialog box appears.
Setting Event logs

3 In the left pane, expand the Event tracing option and click Windows event
log.
4 In the right pane, select Log events.
5 In the Types of events to log list, click All events.
6 Click OK.
14.2 Deleting computers from the management server

To delete computers from the management server:
Step Action

Deleting a computer from the management server

2 In the navigation pane, click Machines with agents.
The All machines with agents view appears.
3 Double-click Machines with agents.
The Machines with agents page appears.

14.3. Revoking licenses
Step Action
4 From the list of computers, right-click the computers to be deleted.
5 Click Delete machine from AMS.
The Confirmation Required dialog box appears.
6 Click Yes.
The computers are removed from the management server.
14.3 Revoking licenses

To revoke licenses:
Step Action
1 Go to C:\Program Files (x86)\Acronis\LicenseServer and then double-click
LicenseServerConsole.
2 The Acronis License Server Management Console welcome dialog box
appears.

14.4. Configuring the Desktop and Server console
3 Click Manage licenses on the local machine.
4 Click Manage Available Licenses.

The summary of available licenses appears.
5 On the View menu, click Used licenses, and then:

a) Select the license that you want to revoke.
b) In the left navigation pane, click Revoke license.
TIP
When an agent is removed, its license is revoked from the license server (if
the license server is accessible at the time of its removal.)

14.4. Configuring the Desktop and Server console
14.4 Configuring the Desktop and Server console

Starting the Desktop or Server User Interface
To start the Desktop or Server User Interface:
Step Action
1 Double-click the Manage Local Machine icon on the Windows desktop or
notification area
Or,
Choose Start >All Programs > Acronis > Acronis Backup & Recovery
11.5 Management Console > Manage Local Machine.

15. Moving between physical node and virtual node
15.1 Converting a physical node to virtual node using
virtual appliance
Step Action
1 From EBR manager, expand Machines with agents and then click All
machines with agents. A list of all the Experion nodes on the management
server appears on the right pane.
2 Select the virtual appliance and click Connect directly. The Welcome page
appears.
3 Click Recover.
4 From What to recover field, click Required.
The Select what you want to recover page appears.
5 From Data path, click Browse. The Browse for Location dialog box
appears.
6 In the Path field, type the location where the image that contains the data you
want to recover is stored and then click OK. The Select where the backed
up data is located window appears.
7 From the left pane navigate to the folder where the image is placed and click
OK. All the data appears in the Archive name field.
8 From Archive name field select the required Experion node.
9 From Backup contents click Disk1 and NTFS and then click OK.
10 Click Virtual Machine Settings.
The Virtual Machine Settings dialog box appears.
The following steps provide the basic settings that must be done for setting up a virtual
machine on which the image is recovered.
11 From the left pane, click Disks.
12 From the right pane click Edit.
13 The Edit disk dialog box appears.

15.2. Virtual to physical
Step Action
14 In Capacity field, type the required disk space for the virtual machine in GB
and then click OK.
15 From the left pane, click Memory.
16 From the right pane in Size field, type the memory space required for the
virtual machine and then click OK.
17 From the left pane, click Name.
18 From the right pane in Specify a name for the virtual machine field, type a
name for the virtual machine and then click OK.
19 From the left pane, click Processor.
20 From the right pane in Number of processors field, select the type of
processor required for the virtual machine.
21 Click OK.
15.2 Virtual to physical

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 R430 recovery media into the CD/DVD Drive.
2 Start from the CD/DVD drive.
The Starting Acronis Loader message appears.
c) Acronis Backup and Recovery 11.5 (64-bit with UEFI support)
d) AcronisBackup and Recovery 11.5 (32-bit)
e) Continue OS booting

Step Action
TIP

TIP
TIP
the shared network.
• IP Address
• Subnet mask
TIP
Administrator.
7 Click OK.

Step Action
ATTENTION
What to recover
Or
12 Click OK.
• Volumes
• Disks
• Files
For Volume
TIP

Step Action
For Disks
Where to recover
Where to recover.
data.
TIP

TIP
17 Click Ok.
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

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:

4. Under Automatic driver search, in the Search removable media list,
click On.
5. Click Add Folder.
The Folder for Search Selection dialog box appears.
6. 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.
7. 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
Note: Universal Restore operation on few of the platforms may complete
with “Succeeded with Warnings” status. This message can be safely ignored.
21 Click Reboot.
TIP

Step Action
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
Click Restart Now.
ATTENTION


16. Troubleshooting
16.1 Manually Applying license to the virtual appliance
Step Action
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 & Recovery 11.5
Virtual Edition for VMware vSphere + Universal Restore 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 & Recovery 11.5 Virtual Edition for VMware
vSphere + Universal Restore list.
11 Verify that the required host machine has been assigned a license.
16.2 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.

16. Troubleshooting
16.2. Manually removing virtual appliance from vCenter/ESX(i)
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.

17. Uninstalling EBR
17.1 Uninstalling the R410.1 version of EBR Manager,

Server, and Desktop software
About this chapter
This chapter describes the procedure to uninstall R 410.1 version of EBR Manager,
Server, and Desktop software packages. It also describes the procedure for uninstalling
the R410.1 EBR User’s Guide software package.
Uninstalling the R410.1 EBR Manager software
Step Action
ATTENTION
Ignore any error message that is displayed during the uninstallation of EBR
Manager software package.
1 Choose Start > Control Panel > Add or Remove Programs, and then
uninstall the installed components in the following sequence:
1. Acronis Backup & Recovery 10 Management Console
2. Acronis Backup & Recovery 10 Storage Node (Optional)
3. Acronis Backup & Recovery 10 PXE Server (Optional)
4. Acronis Backup & Recovery 10 Management Server
5. Acronis Backup & Recovery 10 License Server
TIP
Optional Installable Components are not visible if you did not select them
during installation.

17.1. Uninstalling the R410.1 version of EBR Manager, Server, and Desktop software
Uninstalling the R410.1 EBR Server software
Step Action
ATTENTION
Server software package.
remove the installed components in the following sequence:
2. Acronis Backup & Recovery 10 Tray Monitor
3. Acronis Backup & Recovery 10 Universal Restore
4. Acronis Backup & Recovery 10 Bootable Components and
Media Builder
5. Acronis Backup & Recovery 10 Agent
6. EBR Scripts
Uninstalling the R410.1 EBR Desktop software
Step Action
ATTENTION
Desktop software package.
remove the installed components in the following sequence:
2. Acronis Backup & Recovery 10 Tray Monitor
3. Acronis Backup & Recovery 10 Universal Restore
4. Acronis Backup & Recovery 10 Bootable Components and
Media Builder
5. Acronis Backup & Recovery 10 Agent
ATTENTION
After uninstalling the EBR software you must restart the computer.

17.2. Uninstalling the R410.2 version of EBR Manager, Server, and Desktop software
Uninstalling the R410.1 EBR User’s Guide software package
Step Action
ATTENTION
Desktop software package.
uninstall the EBRUserGuide component.
17.2 Uninstalling the R410.2 version of EBR Manager,

Server, and Desktop software
About this section
This section describes the procedure to uninstall R 410.2 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 and Recovery 10.5
Step Action
1 Click Start > All Programs > Acronis > Uninstall Acronis Backup and
Recovery 10.5
The Uninstall Acronis Backup and Recovery 10.5 window appears
2 Click Remove.
The uninstallation process starts and all the components that will be
uninstalled are listed.
Note: The check box Remove the product’s logs, tasks, vaults and
configuration settings is not selected by default. This option saves all the
logs, tasks, vaults and configuration settings for any future re-installation of
Acronis Backup and Recovery 10.5
3 Click Remove.
The uninstallation process starts and all the components that will be
uninstalled are listed.
Note: The check box Remove the product’s logs, tasks, vaults and
configuration settings is not selected by default. This option saves all the
logs, tasks, vaults and configuration settings for any future re-installation of
Acronis Backup and Recovery 10.5.

17.3. Uninstalling the R430/431 version of EBR Manager, Server, and Desktop software packages
4 Select the Remove the product’s logs, tasks, vaults and configuration
settings.
A message Process ‘explore.exe’ uses the files that are required for
installation appears.
5 Click Ignore. The uninstallation process continues and then the Removal has
completed window appears.
6 Click Finish. You are prompted to restart the machine.
7 Click Restart.
17.3 Uninstalling the R430/431 version of EBR Manager,

Server, and Desktop software packages
About this section
This section describes the procedure to uninstall R430/R431 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 and Recovery 11.5
Step Action
1 Click Start > Control Panel > Programs and Features.
Right-click and uninstall all Acronis components.
2 Double click Honeywell Backup and Restore. Honeywell Backup and
Restore – Maintenance Tool window appears.
3 Select each component and click Uninstall.
ATTENTION
While uninstalling EBR Manager, do not uninstall SQL 2012.
Do not uninstall EBR components using Start > All Programs > Acronis >
Uninstall Acronis Backup and Recovery 11.5 option.

18. Appendix A: Installing FTE MUX adapter
18.1 Installing FTE MUX adapter after Universal Restore
Installing the FTE MUX adapter on a Windows Server 2008 or Windows 7 computer
Step Action
1 Log on with local account which has local administrator and product
2 Go to Start > 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.
• For Windows Server 2008, select Manage network Connections.
• For Windows 7, 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.
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.

18. Appendix A: Installing FTE MUX adapter
18.1. Installing FTE MUX adapter after Universal Restore
Step Action
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.

19. Appendix B: Initialization Media versions
19.1 Initialization Media versions and their corresponding
product releases
The following table shows Initialization Media versions with their corresponding
Experion PKS releases:
Initialization Media Experion PKS release

version
EXPPlus 122.1 R431

20. Appendix C: Configuring and connecting
backup devices
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 an iomega PX4-300.
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
20.2 Setting up the NAS hardware

Setting up the NAS hardware
Step Action
1 Install the NAS device in a cabinet or desktop according to the instructions
provided with the device
2 If the management network is redundant, connect the first interface on the
NAS to the primary management switch, and the second interface to the
backup switch (the NAS device supports 2 x 1GB network interface
connections).
3 If the management network is not redundant, connect one or both interfaces
to the management switch depending on the available ports and the desired

20. Appendix C: Configuring and connecting backup devices
20.3. Configuring the physical client to access the subnet of the NAS device
Step Action
transfer performance. The NAS supports load balancing between the NICs
when both interfaces on the NAS are connected to a switch.
4 Connect the device to a power source and turn the device on.
5 When the progress bar on the NAS display has reached 100%, press the up
and down arrow on the right side of the NAS display until you see an IP
address. The IP address will be a value similar to 169.254.x.x.
6 Write down the IP address. If there are two addresses displayed, write down
the first one.
20.3 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.
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.
20.4 Connecting to the NAS device and configuring DNS,

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

20.5. Configuring networking properties
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 Networ k in the left hand pane.
3 Click Networ k in the main display. The Change Network Settings page
appears.
4 Click M odify 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.
20.5 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 Fr ames list, select None.
5 Click Apply.
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.

20.6. Configuring the physical client to access the management subnet
20.6 Configuring the physical client to access the

management subnet
To configure the physical client to access the management subnet:
Step Action
1 From the Networ k Connection Pr oper ties dialog box, change the IP Address
back to its original address as mentioned in step 2 of "prodedure 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.
20.7 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 Networ k in the left hand pane.
2 Click Networ k 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.

20.8. Identifying NAS devices
Step Action
5 Click Apply.
6 Click OK when prompted that both NICs were configured on the same
subnet.
20.8 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:
• 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.

20.9. Adding the NAS device to the DNS server
20.9 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.
20.10 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 Secur ity in the main display.
3 Click On.
The Enable Secur ity 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 Encr ypt networ k communication using SSL check box if it applies to
your network.
6 Click Apply.

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ii Backup and Restore User's Guide R431

Backup and Restore User's Guide - EPDOC-X111-en-431A R431 December

Planning and Design

Acronis® Backup & Recovery ™ 11.5 User Guide

R431 Backup and Restore User's Guide iii

ACE Application Control Environment

AMS Acronis Management Server

APP Advanced Processing Platform

EBR Experion Backup and Restore

EMDB Enterprise Model Database

ERDB Engineering Repository Database

FTE Fault-Tolerant Ethernet

GUS Global User Station

MBR Master Boot Record

PHD Process History Database

QVCS Qualification and Version Control System

SIM Simulation Interface Module

TPN TotalPlant Solution (TPS) Network

TPS TotalPlant Solution System

iv Backup and Restore User's Guide R431

Support and Other Contacts

Country Phone Facsimile Email

Country Local Time Phone Facsimile Email

Country Local Time Phone Facsimile Email

Country Local Time Phone Facsimile Email

R431 Backup and Restore User's Guide v

Country Local Time Phone Facsimile Email

vi Backup and Restore User's Guide R431

Country Local Time Business Hours Phone Facsimile Email

Middle East and South Africa

Country Local Time Business Hours Phone Email

R431 Backup and Restore User's Guide vii

ATTENTION: Identifies information that requires special

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

REFERENCE -EXTERNAL: Identifies an additional source of

REFERENCE - INTERNAL: Identifies an additional source of

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

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

R431 Backup and Restore User's Guide viii

1. INTRODUCTION TO EBR .............................................................17

2. GETTING STARTED WITH EBR INSTALLATION .......................25

3. INSTALLING EBR MANAGER .....................................................37

Enabling Microsoft .NET Framework 3.5 ................................................................. 37

4. INSTALLING EBR AGENTS IN PHYSICAL ENVIRONMENT ..... 57

5. SETTING UP EBR IN A VIRTUAL ENVIRONMENT .................... 73

x Backup and Restore User's Guide R431

5.7 Removing agent for ESX(i) from EBR manager ........................................ 78

6. BACKUP PLANNING ....................................................................79

7. BACKUPS ON A PHYSICAL NODE ............................................ 99

8. BACKUPS ON A VIRTUAL NODE ............................................. 112

9. RECOVERY PLANNING ............................................................ 117

xii Backup and Restore User's Guide R431

Analyze the business impact ..................................................................................118

10. CHECKLISTS FOR RESTORING EXPERION NODES ..............121

11. RESTORING PHYSICAL NODES ...............................................131

12. RESTORING VIRTUAL NODES .................................................139

R431 Backup and Restore User's Guide xiii

13. RESTORING EXPERION DATABASES .................................... 145

14. CONFIGURATION ITEMS IN THE MANAGEMENT CONSOLE 157

15. MOVING BETWEEN PHYSICAL NODE AND VIRTUAL NODE 163

xiv Backup and Restore User's Guide R431