Initial Configuration

Node

1. Set up the backup destinations (examples):

   • Filesystem

   • Virtual Data Optimizer (VDO)

2. For backup strategies involving disk attachment mode, follow these steps: LVM setup on vProtect Node for disk attachment backup mode.

Server

1. Upload your license key:

   • if you don't have it, you can contact the Storware team.

   • log in to the web UI and go to the Settings -> License and upload your license.key file.

2. It is highly recommended to set up vProtect DB backup - the database is key to restoring your vProtect environment and later all of the backups that you need.

3. Admin account setup:

   • for audit purposes, it is recommended adding individual admin accounts using the Users section (accessible through the Users menu item)

   • Note: make sure to set the correct time zone for each user - the default admin account has UTC by default.

Configuration Wizard

• The configuration wizard can be accessed from the main dashboard by clicking on the "configuration wizard" button on the right.

Welcome page - nodes

• On the welcome page, you should see the vProtect nodes summary. You need at least one fully running node to continue. If you meet this requirement, please click on the Next button.

Add a hypervisor

• In the Hypervisor section, you will start by selecting the hypervisor manager or hypervisor that you want to add. You can repeat this step if you have many types of virtualization providers.

• For the Citrix hypervisor (as an example) you have to enter the following parameters

• Choose node configuration

Select a backup strategy for your hypervisor

• Optionally, you can add an additional NIC for transfer purposes (provide IP address)

• At the end, you will see a popup window that allows you to run inventory synchronization. After that, you should see all the virtual machines from that hypervisor.

Add backup destination

• In the next section, you can add a backup destination. In this case, you can also repeat the whole process so that you can add multiple providers using the wizard.

• Choose a backup destination (we use filesystem as an example)

• First, enter a name for your backup destination

• You can now customize retention. Each backup destination has its own retention settings. Whichever condition is met first (either number of versions has been reached or backup is older than the given limit), it is removed from the backup destination.

• Choose, if you want to use deduplication based on Virtual Data Optimizer (VDO)

• Setup a storage path, where your data should be stored

• Optionally you can enable encryption (AES-256 algorithm) - if you enable it, remember that you will not benefit from deduplication.

• configuration for pre/post execution command. If you use a filesystem with VDO or Dell EMC Data Domain integration of standard filesystem, please skip this step.

• Decide if you want to set up this backup destination as the default one.

• Finish this step by going to the next section or adding another backup destination

Add SLA

In this example we will add SLA for Virtual Envionment backup.

Add policy

• Choose a name for the policy, auto-remove non-present virtual environments (if vProtect should remove VM from a policy that no longer exists) tick the checkbox and set the priority

• Choose if you want to use auto assign mode based on tags and regular expressions (matched against the VM name, i.e. .* matches all characters 0 or more times, check the Backup SLAs section for details)

• Manually add the VMs if you do not want to use the auto-assignment mode

• Choose a backup destination target for this policy

• Set up a threshold - the fail rest of backup tasks if more than X % of EXPORT tasks already failed

• Set up a threshold - fail rest of backup tasks if more than X % of the STORE tasks have already failed

Add schedule

• Choose a name for the schedule and define the type:

  • Full

  • Incremental

• Define the execution type:

  • time

  • interval

• Define the start window length

• Choose the time of day for backup

• Choose

  • days (required).

  • day of week occurrence (optional)

  • selected months (optional)

• Finish this step by going to the next section or adding another SLA.

Add internal DB backup

• Choose which node config should be used to perform a DB backup

• Enter parameters for SSH connection to vProtect server where database is installed.

• Choose the backup destination for the DB backup

Choose when the DB backup should be run (daily basis)

• Finalize the configuration and/or run backup manually (on demand)

• you are ready to go!