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CatalogicDPX4.

Quick Start Guide

dpx43211/18/2014qsg

Catalogic Software, Inc., 2014. All rights reserved.

This publication contains proprietary and confidential material, and is only for use by licensees of Catalogic DPX, Catalogic
BEX, or Catalogic ECX proprietary software systems. This publication may not be reproduced in whole or in part, in any form,
except with written permission from Catalogic Software.
Catalogic, Catalogic Software, DPX, BEX, ECX, and NSB are trademarks of Catalogic Software, Inc. Backup Express is a registered
trademark of Catalogic Software, Inc. All other company and product names used herein may be the trademarks of their respective
owners.

Quick Start Guide

Table of Contents

Table of Contents
Table of Contents

Introduction to DPX

Create a Storage Volume on a NetApp Storage System

Launch DPX

Run a Backup

10

Run a Restore

11

Additional Resources
Documentation, Knowledge Base, and Technical Support
Important Considerations

13
13
17

TRADEMARKS

18

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Introduction to DPX

Introduction to DPX
Catalogic DPX delivers unprecedented speed and savings with a single unified data protection solution making backup
and disaster recovery smarter, faster, and more efficient. It is uniquely designed to handle the most common data
protection use cases that are challenging IT departments.
DPX deploys quickly and scales easily to match the needs of rapidly growing cloud infrastructures. Additionally, the
software exploits modern server virtualization and is optimized for backup and recovery of virtual systems.
DPX Block Data Protection provides rapid and efficient backup, restore, bare metal recovery, application protection, and
tape archiving. A complex backup environment can have multiple backup Enterprises each with more than one
secondary system including NetApp storage and DPX open storage.
There is one master server per data protection Enterprise. The master server is a DPX node that contains DPX software,
including the Catalog and modules that control scheduling, media management, and distributed processing. Any other
node in an Enterprise from which you may want to back up data is called a client. The master server may also be a client
node.
Note: For the latest system requirements and compatibility details regarding supported hardware, file systems,
applications, operating systems, and service packs, go to System Requirements and Compatibility.

Process Overview
This guide requires that your implementer has already performed all of the basic one-time procedures for deploying your
DPXEnterprise.
In this guide, the following steps are described:
1. Create a Storage Volume on a NetApp Storage System on page 6 . This step is only for NetApp storage users.
2. Launch DPX on page 9
3. Run a Backup on page 10
4. Run a Restore on page 11
Specifically, you will set up a storage volume if using NetApp storage, perform a backup of a single client node, then
restore from that backup.
Note: For open storage users, storage must be made available to the DPX open storage server as physical or logical
volumes. A typical setup provisions one or more Windows drive letters such as D: and E:.

Required Components
All the nodes and resources defined to the master server comprise your Enterprise. The secondary storage system is
configured as a backup destination to the master server.
The components of this sample implementation include:
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Quick Start Guide

Introduction to DPX

Master server

Client node
This is the node to protect. For this sample implementation, it is a non-cluster node.

Destination storage system,


Can be either a NetApp storage system or a DPX open storage server.

Before continuing, ensure that these components are connected to the network and turned on.

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Quick Start Guide

Create a Storage Volume on a NetApp Storage System

Create a Storage Volume on a NetApp Storage System


Note: If you are using NetApp storage, create and configure a storage volume as described in this topic. If you are using
DPX open storage, skip to Launch DPX on page 9.
Before running a backup using a NetApp storage system, a storage volume must be created on the storage system
backup destination node. Storage volumes are used to store backups. As a general rule, create a storage volume when a
backup job is defined.
Creating a storage volume involves the following main steps:
1. Determine storage volume size.
2. Launch OnCommand System Manager.
3. Use OnCommand System Manager to create a storage volume.
4. Configure the storage volume.

Determine Storage Volume Size


When you create a storage volume, you are required to enter a volume size. Note the following guidelines for determining
storage volume size:

The sizing of storage volumes on the NetApp storage system varies based on recovery objectives, data retention
needs, required granularity, and the rate of change for the source volumes.

Plan to have a dedicated storage volume for each backup job.

The volumes are spread across all aggregates.

Use FlexVol volumes for DPX deployment. The ability to manipulate the size of a FlexVol volume makes it an ideal
volume type for the backup destination because you do not know in advance how much disk space the backup of any
given client ultimately require. If the rate of change, retention requirements, or size of the backup job changes, you
can adjust the size of the FlexVol volume.
Warning: With FlexVol volumes, where space reservation is set to None, disk space is not allocated to the volume
at the time of creation, therefore, you can create a volume to be larger than the amount of data it houses.
Consequently, the storage system permits you to over commit the volume sizes such that the total of all volume
sizes on any given aggregate exceeds the aggregate size. However, if at any time you actually run out of space on
the aggregate, the consequences could be severe, possibly inhibiting restores and requiring a time-consuming rebuild
of the aggregate.

It is recommended that at least 10% of each aggregate be reserved for administrative overhead, and NetApp
recommends that 2% of each volume and 4% of each aggregate be reserved for A-SIS deduplication. Note that these
recommendations are not enforced by the NetApp wizard or by DPX software. It is up to the customer to monitor this
on a regular basis.

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Create a Storage Volume on a NetApp Storage System

Launch OnCommand System Manager


To launch OnCommand System Manager:
1. If it is not already installed on your local machine, download OnCommand System Manager from the NetApp website
and run the install executable.
A NetApp NOW user name and password may be required for downloading.
2. Click Start, click All Programs, then select the NetApp folder, then select OnCommand System Manager.
3. Select the name of the NetApp storage system from the navigation pane of the OnCommand System Manager
console. Property information about the NetApp storage system appears.

Use OnCommand System Manager to Create a Storage Volume


For this simple test, create one storage volume dedicated to the client node to back up.
Tip: To save time for this test, select a client node with very little data on it.
To create a volume on the NetApp storage system:
1. From the Home tab on OnCommand System Manager, double-click the appropriate storage system.
2. In the navigation pane, click Storage.
3. Click Create Volume. The General tab of the Create Volume dialog displays.
Note: The root volume, vol0, is already created. Do not change it.
4. On the General tab:
a. Provide a unique but meaningful name for the first volume; for example sv_vol1.
b. Select the aggregate where you want the new volume created. Do not select aggr0, which is reserved for the
NetApp operating system.
c. Select NAS for storage type.
d. Enter the volume size based on the guidelines stated previously.
e. Enter 0% for Snapshot reserve.
f.

Select Thin Provisioned.

5. Click the Storage Efficiency tab on the Create Volume dialog.


6. If the Enable Storage Efficiency check box displays, select it.
7. Click Create to add the new volume.

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Create a Storage Volume on a NetApp Storage System

Note: For details about adding volumes in more complex scenarios, see the DPX Deployment Guide and Best Practices
Guide on MySupport.

Configure the Storage Volume


1. Clear the Snapshot schedule for the volume.
a. From the Home tab on OnCommand System Manager, double-click the appropriate storage system.
b. In the navigation pane, click Storage, then Volumes.
c. Right-click on a volume. Select Snapshot, then select Configure from the submenu. The Configure Volume
dialog appears.
d. Enter 0% for Snapshot reserve.
e. Select Make snapshot directory visible.
f.

Clear Enable scheduled snapshots.

g. Click OK.
2. If the Enable Storage Efficiency check box is not available on the Storage Efficiency tab of the Create Volume
dialog, configure A-SIS deduplication on the volume by using the command line.
a. Turn on deduplication by entering:
sis on /vol/volume_name
b. Turn off the deduplication schedule by entering:
sis config -s - /vol/volume_name
Tip: The status of A-SIS deduplication for all volumes can be reviewed by entering:
sis status

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Launch DPX

Launch DPX
1. On the master server desktop, double-click the DPX desktop icon.

2. In the Connect dialog box, select the master server. Enter the default user name, sysadmin, and the password
created during installation. The management console appears.
Note: To launch from a client node, click Start > All Programs > Management Console.

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Run a Backup

Run a Backup
The following scenario performs a DPX backup. A client node is backed up to a volume on the storage system. Clientside deduplication is automatically performed.
To define and run a backup:
Note: Run a CHKDSK operation before the first DPX backup of a node. Any reported problems must be repaired prior to
running the backup.
1. On the function tab bar, select Backup.
2. On the Task Panel, under Backup Modes, select Block.
3. On the Task Panel, under Job Tasks, click Block Backup Wizard.
4. Click New Job.
5. On the Select Source window, click a selection box to select a node to back up. Alternatively, select a single volume
on the node.
6. On the Select Destination window, select as your backup destination an open storage volume or the NetApp storage
volume you created.
7. On the Save window, name the job and click Save Job.
8. Click Finish to close the Block Backup Wizard.
9. In the task panel, select Run Backup Job.
10. Select the job and click OK. The backup job starts.

Monitor the Job


Once the backup job starts, you can monitor it.
To monitor a job:
1. On the function tab bar, select Monitor Jobs or in the task panel, select Monitor Job.
2. In the top pane of the Monitor Jobs window, select the job to monitor, right-click and select Monitor.
3. In the bottom pane, the job monitor displays a dynamic log of job activity.
4. When the job completes, the Job Monitor window displays job_name Completed at the upper left.
Note: After a base backup completes, it is strongly recommended to perform backup verification. Subsequent backups
are incrementals and depend on the base backup for integrity. See Verifying a Block Backup by Using iSCSI Mapping in
the User's Guide.

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Run a Restore

Run a Restore
There are two Block restore methods:

Standard method. In this method, data is transferred from the restore source to the restore destination.

Instant Access. In this method, the backup data is immediately made available as a drive mapping on a client you
select.

Restore Standard Method


The following simple scenario performs a restore job. In the example, a folder on the node that was backed up is restored
to a location on a different node.
To restore using the standard method:
1. On the function tab bar, select Restore.
2. On the task pane, select Block.
3. In the sources pane, expand the resource tree of the node that you backed up. Then select resources to restore.
4. In the destination pane, expand the display and select a directory to restore to.
Note: If you do not select a restore destination, the files are restored to the original location.
5. In the task panel, select Save Restore Job. The Save Job dialog box appears.
6. Name the job and select OK.
7. In the task panel, select Run Restore Job. The restore job starts. Monitor a restore job in the same way you monitor
a backup job.

Restore Instant Access


Instant Access exploits iSCSI target-attach technology to provide rapid temporary access to data stored on a storage
system. Once Instant Access is initialized, snapshots on storage systems appear as local, fully accessible read/write
drives.
Note: Instant Access requires Microsoft iSCSI Initiator on the node that you will map to.
To restore using Instant Access:
1. On the function tab bar, select Restore.
2. On the task panel, select Block.
3. In the sources pane, expand the display and browse to a backup snapshot. Right-click on the snapshot.

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Run a Restore

4. Select Map from the menu.The Instant Access Mapping dialog appears.
5. From the Node List, select the node to map to. This node must have iSCSI Initiator installed. In the Mount Point
List, select an unutilized drive letter to map to. Click OK.
6. When you receive a message indicating the mapping operation was successful, you can access the recovered data
on the mapped drive.
To unmap to recover storage space:
1. Once mapping is no longer needed, unmap to recover storage space. In the sources pane in the restore window, rightclick the node that contains the drive to unmap.
2. From the context menu, select Show Mapped Drives. The Instant Access Unmapping dialog appears.
3. From the Drive List menu, select the drive to unmap. Click Unmap. Click OK to confirm.

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Quick Start Guide

Additional Resources

Additional Resources
The following topics provide instructions for finding additional help, and also enumerate some important considerations.

Documentation, Knowledge Base, and Technical Support


Documentation Roadmap
The following documentation is available for Catalogic DPX:

Quick Start Guide

Deployment Guide

Users Guide

Reference Guide

Bare Metal Recovery Guide

Upgrade Assessment Tool Quick Start Guide

Best Practices

Troubleshooting Guide

Documentation is available in both PDF and context-sensitive help invoked through DPX. You can find the
documentation in the following locations:

The MySupport website has the current documentation. For best results, use Internet Explorer to view the
documentation PDFs.

Select Help on the menu bar in the DPX management console.

Navigate to the manuals directory on the product disk or in the ISO image to access the PDF documentation for the
latest major release.

Navigate to the directory on the master server where DPX was installed to find the documentation. Drill down to the
\http\webapps\ROOT\manuals directory to find the PDFs.

Navigate to http://<masterserver hostname or IP address>:6122/manuals/_Document_Library.pdf for a summary of


available documentation.

Tip: In Adobe Reader, clear the Open cross-document links in same window option to open links to additional DPX
documentation while retaining your location in the original PDF. Clear this option in the Documents section on the
Preferences window.

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Documentation, Knowledge Base, and Technical Support

For the latest customer notices, product documentation, and access to the Catalogic Software knowledge base, go to
MySupport.

Documentation Suite Overview


The following describes the content included in each manual and indicates the intended audience. You are encouraged to
read through this information for an understanding of where to find the information you are looking for. Also, use the
Search and Index features in the Help system to locate pertinent information. In Help, you can search the entire
documentation suite instead of searching through individual manuals.
Quick Start Guide
This document is intended for administrators and other end users of DPX. It is the starting point for understanding DPX
documentation and provides a roadmap for using the documentation. The Quick Start Guide contains procedures for
creating a NetApp storage volume or DPX open storage volume, provides procedures for a simple DPX backup and
recovery scenario, and describes how to obtain additional information including technical support and online resources.
Deployment Guide
This document is intended for those who are responsible for setting up DPX at customer sites. This might be a Catalogic
field technician or a NetApp certified field technician who also has familiarity with DPX and its licensing. The guide
contains instructions for setting up a NetApp storage system for DPX backups. It also presents, in abbreviated form,
procedures found in the User's Guide and Reference Guide, including installing DPX, running a software update, setting
up a DPX Enterprise, setting up Catalog protection, setting up a tape library, and configuring media. At the conclusion of
the implementation, the customer is ready to perform DPX backups and recoveries using the features provided by their
DPX license.
Users Guide
This document is intended for administrators and other end users of DPX. It contains information and procedures for the
most commonly used functions of Catalogic DPX. The topics covered in the Users Guide assume that your Enterprise is
deployed and that Catalogic DPX is installed and configured. The Users Guide includes:

Product Overview. Describes the management console and procedures for launch and login.

Disk-to-Disk Data Protection. Describes procedures for DPX Block Data Protection, remote seeding using NetApp
storage or open storage, Instant Access to data, and NetApp SnapVault Management. Also, it provides an overview
of Bare Metal Recovery.

Virtual Environments. Describes Full Virtualization, Instant Virtualization, and Rapid Return to Production. Also,
describes procedures for Agentless VMware Backup.

Application Support. Describes data protection procedures for major applications, including SharePoint, Exchange,
SQL Server, and Oracle. Includes the procedures for verifying the integrity of an application backup. Also, describes
considerations for Windows and Novell OESClusters.

Maintenance. Describes procedures for maintaining the Catalog and for monitoring backup and restore jobs.

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Documentation, Knowledge Base, and Technical Support

Reference Guide
This document is intended for administrators with appropriate licenses to use DPX features. Other users might be limited
to a subset of the features. The Reference Guide contains information, considerations, and procedures for the less
commonly used features of Catalogic DPX. The more commonly used functions are described in the Users Guide. The
Reference Guide includes:

Installation. Describes procedures for installing, upgrading, and updating DPX on Windows, Linux, and other
platforms. Also includes information about protecting and maintaining the Catalog and describes administrator
privileges and security considerations.

Configuration. Describes procedures for configuring DPX by using the management console.

Operation. Describes procedures for defining and running backup, copy, and restore jobs by using the management
console and performing additional tasks using scripts. Also, includes details on controlling tape devices and migrating
tapes, and managing reports and logs. Procedures for DPX Block Data Protection jobs are described in the Users
Guide.

Tape Library Setup. Describes procedures for creating the media changer device file needed to enable
communication between DPX and the tape library as well as defining tape library properties.

Clusters. Describes procedures for setting up a Windows or Novell cluster to work with DPX.

Special Procedures. Describes procedures for setting up special tape libraries.

Interfaces. Describes setup and usage of application interfaces not included in the User's Guide. This includes
NDMPbackup and restore for disks and tapes. The remaining application interfaces are set up outside the
management console.

DPXExchange Mailbox Recovery. This application allows administrators to easily recover mailbox items from
unmounted Exchange databases and Information Store files. Additionally, EMBR enables copying, searching,
and analyzing email and email attachments.

DPXSharePoint Object Recovery. This application allows administrators to find, recover, and restore entire
SharePoint sites or individual SharePoint server objects. Additionally, SPOR can be used to locate and restore
individual items, without having to restore entire databases, volumes, or servers.

Bare Metal Recovery Guide


This document is intended for administrators who must restore an entire system environment for an individual computer.
A full recovery using Bare Metal Recovery includes the operating system, point-in-time backed up data, and Exchange,
SQL Server, and Oracle applications if applicable. If the computer being recovered is a master server, Bare Metal
Recovery restores the DPX application.
The Bare Metal Recovery Guide describes procedures for restoring a machine with Windows and Linux.
Upgrade Assessment Tool Quick Start Guide
This document is intended for administrators who want to upgrade to Catalogic DPX 4.3. It provides instruction on using
the Upgrade Assessment Tool. The UAT scans your Enterprise and generates a report identifying feature differences and

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Documentation, Knowledge Base, and Technical Support

upgrade concerns you need to be aware of when upgrading from BEX 3.4 or Catalogic Data Protection Software 4.0 to
DPX 4.3.
Best Practices
This document is targeted at DPX implementation professionals and advanced DPX administrators. The guidelines
provided are based on deployment and administration experience, as well as best practices of the respective technology
vendors. This document lists known parameters and configurations that lead to a successful DPX implementation. Use
this document as a tool when architecting a solution that fits specific data protection needs.
Troubleshooting Guide
This document is intended for Catalogic Software Level 1 Support Engineers and advanced users of DPX. It provides
answers to many frequently asked questions. Areas covered include compatibility and support, installation,
configuration, general operations, Microsoft Exchange, Microsoft SQL Server, virtualization, and DPX Bare Metal
Recovery.

Knowledge Base
In addition to the documentation suite, search the Knowledge Base for solutions and answers to your issues and
questions. The Knowledge Base has solutions that can help you resolve many technical problems. We encourage you to
search the Knowledge Base prior to contacting Catalogic Software Data Protection Technical Support for assistance.
The Knowledge Base has thousands of solutions that can help you resolve many technical problems before opening a
Service Request.
You can find the knowledge base on MySupport.

Contacting Catalogic Software Data Protection Technical Support


For issues relating to Catalogic DPX, contact Catalogic Software Data Protection Technical Support.
To contact us in the US or Canada:

Call toll free (877) 600-8280 or (201) 930-8280

By email: DPsupport@catalogicsoftware.com

To contact us in Europe, the Middle East, or Africa:

By phone: Call toll free +800 796-2767 or +31 20 3472366

By email: DPsupport@catalogicsoftware.com

DPX provides a logs collection utility, bexcollect, for diagnostic purposes. The utility gathers informational files related to
a specific job. If you contact Catalogic Software Data Protection Technical Support, you may be asked to run the utility
and send the results for analysis. See Log Management in the Reference Guide.
Tip: For NetApp or hardware related issues, contact your NetApp support representative at (888) 4NETAPP.

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Important Considerations

For the latest system requirements and compatibility details regarding supported hardware, file systems, applications,
operating systems, and service packs, go to System Requirements and Compatibility.

Important Considerations

Some features described in this guide are optional, separately licensable features. For inquiries regarding licensing of
optional features, contact your data protection account representative or call (877) 327-8951.

Catalogic DPX data protection software does not currently support Unicode for DPX-specific objects such as
jobname, devicepath, qtree name, etc. Use the English character set only.

Screen illustrations that appear in this guide may not match those found in your product implementation, due to
variations in customization.

For best results, use Internet Explorer to view the documentation PDFs.

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TRADEMARKS

TRADEMARKS
This publication contains proprietary and confidential material, and is only for use by licensees of Catalogic DPX,
Catalogic BEX, or Catalogic ECX proprietary software systems. This publication may not be reproduced in whole or
in part, in any form, except with written permission from Catalogic Software.

Commonly Used Company and Product Names


The following companies and products might be used in the Catalogic DPX documentation and management console:
Adobe
Reader, PDF
Flexera Software
InstallShield
FreeBSD

Hewlett Packard or HP
HP-UX, HP Tru64 UNIX
IBM
DB2, Lotus Notes, Domino, AIX, Magstar, Tivoli Storage Manager
Kroll
Application Recovery Options, Exchange Mailbox Recovery, SharePoint Object Recovery
Linux

Microsoft
AlwaysOn, Excel, Exchange, Hyper-V,Internet Explorer, Internet Information Services (IIS), iSCSI Initiator,
Notepad, SharePoint, SQL Server , Vista, Visual SourceSafe (VSS), Windows, Windows Server,
Word, WordPad
NetApp
Data ONTAP, FilerView, FlexVol, NearStore, NOW, RAID-DP, SnapMirror, Snapshot, OSSV,
WAFL, FlexClone, SnapVault, SnapManager, OnCommand, MultiStore
Novell
NetWare, Open Enterprise Server, GroupWise, SUSE, eDirectory
Oracle
Java, Solaris, RMAN, StorageTek Tape Storage
Quantum

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TRADEMARKS

Advanced Digital Information Corp.


Red Hat
CentOS
SAP

SGI
IRIX, XFS
Sybase

UNIX

VMware
ESX server, ESXi server, vCenter, vSphere, VMware Consolidated Backup, vMotion, VDDK, VMDK

Additional Trademark Information


The following list contains additional trademark information:

Catalogic, Catalogic Software, DPX, BEX, ECX, and NSB are trademarks of Catalogic Software, Inc. Backup
Express is a registered trademark of Catalogic Software, Inc. All other company and product names used herein may
be the trademarks of their respective owners.

NetApp, the NetApp logo, Go further, faster, Data ONTAP, FilerView, FlexClone, FlexVol, NearStore, RAID-DP,
Snapshot, and SnapVault are trademarks or registered trademarks of NetApp, Inc. in the United States and/or other
countries. NetApp provides no representations or warranties regarding the accuracy, reliability, or serviceability of
any information or recommendations provided in this publication, or with respect to any results that may be obtained
by the use of the information or observance of any recommendations provided herein. The information in this
document is distributed AS IS, and the use of this information or the implementation of any recommendations or
techniques herein is a customer's responsibility and depends on the customer's ability to evaluate and integrate them
into the customer's operational environment. This document and the information contained herein may be used solely
in connection with the NetApp products discussed in this document.

Windows and SharePoint are registered trademarks of Microsoft Corporation.

Oracle and Java are registered trademarks of Oracle and/or its affiliates.

VMware is a registered trademark of VMware, Inc.

Novell is a service mark of Novell, Inc. and a registered trademark of Novell, Inc. in the United States and other
countries.

SUSE is a registered trademark of Novell, Inc.

Linux is the registered trademark of Linus Torvalds in the U.S. and other countries.

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TRADEMARKS

UNIX is a registered trademark of The Open Group in the United States and other countries.

Red Hat is a registered trademark of Red Hat, Inc. in the United States and other countries.

AIX is a registered trademark of International Business Machines Corporation, registered in many jurisdictions
worldwide.

Sybase is a registered trademark of Sybase, Inc. or its affiliates.

SAP is the trademark(s) or registered trademark(s) of SAP AG in Germany and in several other countries.

Quantum is a registered trademark of Quantum Corporation, registered in the U.S. and other countries.

FreeBSD is a registered trademark of The FreeBSD Foundation.

SGI and IRIX are registered trademark of Silicon Graphics International Corp. or its subsidiaries in the United States
and/or other countries.

This document might contain certain diagrams created using the official VMware icon and diagram library. Copyright
2010 VMware, Inc. All rights reserved.

Copyright 2011 VMware, Inc. All rights reserved. This product is protected by U.S. and international copyright and
intellectual property laws. VMware products are covered by one or more patents listed at
http://www.vmware.com/go/patents. VMware is a registered trademark or trademark of VMware, Inc. in the United
States and/or other jurisdictions. All other marks and names mentioned herein may be trademarks of their respective
companies.

All other company and product names used herein may be the trademarks of their respective owners.

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