PHD Virtual Backup for Hyper-V

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1 PHD Virtual Backup for Hyper-V version 7.0 Installation & Getting Started Guide Document Release Date: December 18, 2013

2 PHDVB v7 for Hyper-V Legal Notices PHD Virtual Backup for Hyper-V Installation & Getting Started Guide version 7.0 Copyright PHD Virtual Technologies, Inc. All rights reserved worldwide. PHD Virtual Technologies, Inc. software products are protected by one or more U.S. Patent Numbers 8,135,748; patents pending. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means, without written permission from PHD Virtual Technologies, Inc. ( PHD ). The information contained in this document represents the current view of PHD on the issue discussed as of the date of publication and is subject to change without notice. PHD shall not be liable for technical or editorial errors or omissions contained herein. PHD makes no warranties, express or implied, in this document. PHD may have patents, patent applications, trademark, copyright, or other intellectual property rights covering the subject matter of this document. All other trademarks mentioned herein are the property of their respective owners. Except as expressly provided in any written license agreement from PHD, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. Important! Please read the End User Software License Agreement before using the accompanying software program(s). Linux is a registered trademark of Linus Torvalds. Windows and Hyper-V are either trademarks or registered trademarks of Microsoft Corporation. VMware, VMotion, vcenter, and vsphere are either trademarks or registered trademarks of VMware Corporation. Citrix, Xen, XenServer, XenDesktop, XenMotion, and XenCenter are either trademarks or registered trademarks of Citrix Systems, Inc. All other trademarks and copyrights referred to are the property of their respective owners. ii

3 Support, Sales, Renewals, and Licensing For information on new sales, licensing and support renewals you can or For additional information about PHD Virtual's products and services, go to: To license and register this product, go to: For customers and partners with an active support agreement, visit the support web site for information about software patches, technical documentation, and support programs. Note: A valid support agreement is necessary to receive new release and software updates. iii

4 PHDVB v7 for Hyper-V Contents Chapter 1 - Getting Started... 1 Version 7 Architecture... 1 The Virtual Backup Appliance... 1 Web-Based Interface... 4 System Requirements... 5 Hyper-V Clustering... 5 PHD Appliances High Availability... 5 Chapter 2 - Installing PHD Virtual Backup... 6 Step 1A: Installing PHD Hyper-V Services and Deploying Appliances (Hyper-V Server role on Windows)... 6 Step 1B: Installing PHD Hyper-V Services and Deploying Appliances (free versions of Hyper-V Server) Step 2: PHD Virtual Backup Quick Setup Chapter 3 - PHDVB Administration Tasks Deploying Appliances Configuring Appliance Networking Adding Appliances to your Environments Adding Backup Storage Adding an Attached Disk to an Appliance Adding Additional Environments Configuring Multi-Host Environments for Hyper-V Configuring Reports and Alerts Removing PHD Hyper-V Services iv

5 Chapter 1 - Getting Started PHD Virtual Backup version 7 includes enhanced architecture and functionality that builds upon the existing virtual backup appliance technology. In addition to a new web-based interface that gives you easy access to all of your virtual environments in a single location, version 7 introduces support for Microsoft Hyper-V. This guide provides an overview of the new features available in version 7 along with detailed steps for installing and configuring PHD Virtual Backup in your environment. For additional information and up to date details about the product and latest releases, refer to the PHD Virtual web site and Knowledge Base. Version 7 Architecture The latest version of PHD Virtual Backup takes full advantage of the flexibility and efficiency of the virtual backup appliance (VBA). By distributing these appliances throughout your environment you can manage your data protection requirements to fit your needs. By deploying additional appliances whenever required, you can scale your PHDVB installation along with your ever-growing virtual environment. Within PHDVB version 7, you will manage the data protection for your Hyper-V hosts within Environments each Environment consisting of a single Hyper-V host or a group of hosts. For Hyper-V host groups, you will configure one host as the Primary host that is used as your entry point for managing that Hyper-V environment within the PHDVB user interface. Configuring Environments is described as part of the installation and configuration steps in the next chapter, Installing PHD Virtual Backup on page 6. The Virtual Backup Appliance The Virtual Backup Appliance is the core of PHD Virtual s data protection solution. Each VBA is a small, Linux-based virtual machine that runs right within your hypervisor environment, alongside the VMs you will protect. The VBAs perform all backup and restore processing including source-side deduplication and compression. The number of VBAs you deploy in your environment depends on a few factors, including the size of the environment, the number of hosts, how distributed your architecture is, and the number of VMs you will be protecting. 1

6 PHDVB v7 for Hyper-V Appliance Roles Version 7 introduces the concept of appliance roles. Each appliance can be dedicated to a single role or a single appliance can have multiple roles configured. Presentation (P) The Presentation appliance is the appliance running the web-based interface you use to configure and manage your installation. Only one presentation appliance is necessary per installation, across all configured environments. All management and configuration of PHD Virtual Backup occurs through the presentation appliance s web interface. Management (M) Each Environment requires one appliance designated as the Management Appliance. This appliance performs inventory and other hypervisor-specific tasks and manages the work of the Engine appliances. Each environment you add to your PHDVB deployment requires the IP address of one appliance to act as Management appliance. The Presentation Appliance can also be designated as a Management Appliance. Engine (E) The appliances that perform the actual backups processing and send data to their configured backup data stores are the Engine Appliances. Engines are be the most common role an appliance will take on in your deployment By deploying at least one appliance into each environment you would like to protect, you can manage your data protection from a single interface. The figure below represents two stand-alone Hyper-V hosts configured as two separate environments accessible from the same web interface. The presence of at least one appliance with the Management (M) role on a host designates that as a separate environment. Figure 1 Multiple environments consisting of individual Hyper-V hosts. 2

7 Chapter 1 Getting Started In the figure below, appliances are deployed to an environment that consists of a group of Hyper- V hosts. Each host has the PHD Hyper-V Services installed and at least one appliance deployed. The first appliance in the figure (VBA 1) has both the Presentation (P) and Management (M) roles enabled while the second and third appliances (VBA 2 on Server 1 and VBA 3 on Server 2) have only the Engine (E) roles enabled they are the appliances performing the actual backup processing and writing data to their configured backup data stores (BDS 1 and BDS 2). Figure 2 Environment consisting of multiple Hyper-V hosts. 3

8 PHDVB v7 for Hyper-V Web-Based Interface A new web-based interface lets you manage your data protection settings from a single location, accessible anywhere you have network access to your environment. Figure 3 PHDVB web-based interface. The updated interface includes a new dashboard that provides an at-a-glance overview of the current state of your environment. From this interface you can configure and manage the data protection for all of your hosts in a single location. For additional details about the different areas of the new interface, refer to the online help or PHD s online Knowledge Base. 4

9 Chapter 1 Getting Started System Requirements The following requirements must be met to install and use PHD Virtual Backup for Hyper-V. Table 1 System Requirements Operating System Windows Server 2012 or Windows Server 2012 R2 (Standard and DataCenter editions) with the Hyper-V role enabled Hyper-V Server 2012 and Hyper-V Server 2012 R2 (free versions) Browsers (For Web-based interface) Mozilla Firefox Google Chrome For optimal performance, the web interface should be accessed from a machine with at least 1 dedicated CPU, 1GHZ or faster Intel or AMD processor, at least 1 GB of available memory, a gigabit or faster network connection, and viewed with a minimum resolution of 1280x1024. Hyper-V Clustering A PHD appliance must be installed on each Hyper-V host machine to perform backups. In a clustered environment, as long as an appliance is installed and configured on each host, all virtual machines on that host will be protected. If VMs that were backed up on one host move to a host without a PHD appliance deployed, you must have an appliance running on that host to continue performing backups. PHD Appliances High Availability Since a PHD appliance must be deployed to each host, to ensure all of your VMs will be protected, the PHD appliance should remain on the host. Therefore, PHD appliances should not be configured for High Availability. If an appliance were to move off of a host due to Live Migration, the VMs on that host would no longer be protected. 5

10 Chapter 2 - Installing PHD Virtual Backup Installing PHD Virtual Backup for Hyper-V consists of two main steps. The first step includes installing the PHD Hyper-V Services on each Hyper-V host and deploying appliances. The second step describes how to initially configure your PHD Virtual Backup installation using the web interface Quick Setup wizard. Note: The initial installation step (Step 1) varies based on your version of Hyper-V Server. Step 1A applies to hosts running Microsoft Windows with the Hyper-V Server role enabled. Step 1B applies to hosts running stand-alone (free) versions of Hyper-V Server. Be sure to follow the appropriate instructions based on the version you are using. All Hyper-V hosts must have the PHD Hyper-V Services installed. During the services setup wizard, you will install and configure the PHD Hyper-V Services, install additional prerequisite programs (RabbitMQ and Erlang) and have the option to deploy one or more PHD Virtual Backup Appliances. Step 1A: Installing PHD Hyper-V Services and Deploying Appliances (Hyper-V Server role on Windows) These steps apply to hosts running Microsoft Windows with the Hyper-V Server role enabled. If you are instead using the free version of Hyper-V Server, see Step 1B: Installing PHD Hyper-V Services and Deploying Appliances (free versions of Hyper-V Server) on page 11. To install the PHD Hyper-V Services and deploy a PHDVB appliance 1. Log in to your Hyper-V host machine. 2. Download and unzip the PHD Virtual Backup for Hyper-V installation package. 6

11 Chapter 2 Installing PHD Virtual Backup 3. Double-click PHDHyperVServices_Install.exe. The PHD Hyper-V Services Setup wizard opens. 4. Click Next to begin the installation. 7

12 PHDVB v7 for Hyper-V 5. Select the location to install the services and click Next. The setup wizard will next check for required prerequisites, RabbitMQ and Erlang. If not available, you will be prompted to install them. These are required for communicating with the PHD appliances and other hosts. If unsupported versions of either of these prerequisites are already installed, you will be prompted to close the installation wizard and remove these to allow the wizard to install the supported versions. 6. Click Next to either install the required prerequisites or if these are already installed, continue with the wizard. 8

13 Chapter 2 Installing PHD Virtual Backup 7. Click Finish when all required installations have completed. Next you will be prompted to configure the services. 8. The Hyper-V Host FQDN is filled in automatically. In the Message Queue IP Address field, enter the IP address you will use to communicate with this host. This is typically the IP address associated with your host s primary network adapter. 9. In the Hyper-V Services Credentials area, for PHD User Name and PHD Password, enter the credentials to use when communicating with the PHD Hyper-V Services. You will use these credentials when adding the environment within the PHD web-based interface. 9

14 PHDVB v7 for Hyper-V 10. Click Next. The PHD Virtual Backup Appliance deployment options are displayed. 11. The last step of the setup lets you deploy a PHD Appliance. 12. In the Source Disk Location click Browse to navigate to the location of the PHD Appliance disks that were included with the PHD Virtual Backup installation package. 13. Next, enter a name for your appliance and a location for the appliance files. 14. Enter the amount of memory you would like to allocate to the appliance and select a virtual switch to use. 15. In the Network area, assign an IP address to the appliance by either selecting DHCP or Static. If Static, click Configure Network to enter the IP address, gateway, netmask, and DNS servers to use. 16. If you plan to store backups on this appliance, select Add Backup Data Store Disk and enter a size up to a 2TB maximum. Note: PHD recommends that you deploy at least one appliance to be used as a Presentation and Management appliance and that you use a second appliance as an Engine appliance to store you backups (you can deploy multiple appliances using this setup wizard). Refer to the section To add an attached virtual disk to on page 28 for additional details. 17. Next select Power On to start the appliance after it has been deployed. 18. Click Deploy VBA. The deployment progress is displayed. When complete, you can deploy another appliance or close the setup wizard. 19. After the appliance is deployed it must receive an IP address in order to continue with the configuration from the web interface. If DHCP is enabled, the appliance will obtain an address automatically. If DHCP is not enabled, you will need to manually set the IP address from the appliance s virtual machine console in Hyper-V Manager. For details, see Configuring Appliance Networking on page

15 Chapter 2 Installing PHD Virtual Backup Follow the steps above to setup PHD Virtual Backup on all additional Hyper-V hosts you will be protecting. After you ve deployed the appliances you need, use a web browser and connect to the appliance you will use as your Presentation Appliance to complete the configuration. See Step 2: PHD Virtual Backup Quick Setup on page 14 for details. Step 1B: Installing PHD Hyper-V Services and Deploying Appliances (free versions of Hyper-V Server) These steps apply to hosts running the stand-alone (free) versions of Hyper-V Server 2012 and 2012 R2. If you are instead installing to a host running Microsoft Windows with the Hyper-V Server role enabled, see All Hyper-V hosts must have the PHD Hyper-V Services installed. During the services setup wizard, you will install and configure the PHD Hyper-V Services, install additional prerequisite programs (RabbitMQ and Erlang) and have the option to deploy one or more PHD Virtual Backup Appliances. Step 1A: Installing PHD Hyper-V Services and Deploying Appliances (Hyper-V Server role on Windows) on page 6. Note: To ensure proper functionality, the host s firewall should be configured to allow traffic in/out on ports 5672 and To Install the PHD Hyper-V Services on standalone versions of Hyper-V 1. Download the PHD Virtual Backup installation package and extract the contents. Copy the extracted files to your Hyper-V host. 2. Change to the directory where you copied the files and run the following: otp_win64_r16b.exe. 3. Follow the steps in the installation program to install the required prerequisite, Erlang. 4. Next, run rabbitmq-server exe. 5. Follow the steps in the installation program to install the required prerequisite, RabbitMQ. 6. Next, run PHD Hyper-V Services Installer for Free Hyper-V Server.msi. 7. Follow the steps to install the PHD Hyper-V Services on your host. 8. Register the service by navigating to C:\Program Files\PHD Virtual\Hyper-V Services and running Install.cmd. 9. When prompted for credentials, use an account that has administrator rights on the local machine be sure to include a fully qualified domain or workgroup (for example,.\administrator for local, WORKGOUP\administrator, or domain.example.com\administrator). 10. Change to the directory where you installed the PHD Hyper-V Services, by default, C:\Program Files\PHD Virtual\Hyper-V Services. 11. Run the file, Phd.HyperV.UI.exe. The PHD Hyper-V Services Administration tool opens. 12. The Hyper-V Host FQDN is filled in automatically. In the Message Queue IP Address field, enter the IP address you will use to communicate with this host. This is typically the IP address associated with your host s primary network adapter. 11

16 PHDVB v7 for Hyper-V 13. In the Hyper-V Services Credentials area, for PHD User Name and PHD Password, enter the credentials to use when communicating with the PHD Hyper-V Services. You will use these credentials when adding the environment within the PHD web-based interface. 14. Click Save. 15. Click Restart PHD Hyper-V Services. The PHD Hyper-V services are configured and you re ready to deploy your first PHD Virtual Backup Appliance. To deploy a PHD Virtual Backup Appliance on standalone versions of Hyper-V 1. Create a new virtual machine using the method you normally use on your host. For example, if using a remote connection via Hyper-V Manager, select your host and click New > Virtual Machine to open the New Virtual Machine wizard. 2. Create the VM with the following attributes: VM Name: Enter a name for the appliance, for example, PHDVBA. Memory: Assign at least 1024 MB of RAM. Set a connection to use for the appliance. Hard disks: Use the existing virtual disks supplied with the PHDVB installation package. 3. After the VM is created, add the following tag to the VM Notes. phdvb.isappliance:true; This can be done, for example, using Hyper-V Manager by editing the VM Settings, and clicking Name in the Management section. 12

17 Chapter 2 Installing PHD Virtual Backup 4. Finally, you will need to assign the appliance an IP address. If DHCP is enabled, the appliance will obtain an IP address automatically. If DHCP is not enabled, you can assign a static IP address using the VM s console which is accessible within Hyper-V Manager. For details, see Configuring Appliance Networking on page 21. Follow the steps above to setup PHD Virtual Backup on all additional Hyper-V hosts you will be protecting. After you ve deployed the appliances you need, use a web browser and connect to the appliance you will use as your Presentation Appliance to complete the configuration. See Step 2: PHD Virtual Backup Quick Setup on page 14 for details. 13

18 PHDVB v7 for Hyper-V Step 2: PHD Virtual Backup Quick Setup Typically, the first appliance you deploy will be your Presentation appliance this is the appliance you will connect to when managing PHD Virtual Backup. The first time you connect to a newly deployed appliance you are presented with the Quick Setup wizard. You will use this wizard to complete your configuration. Tip: It is a good idea to first deploy all appliances you plan to use before beginning Quick Setup, making sure all appliances have a network address and that you ve attached any virtual disks you will be using to store backups. To complete your PHDVB configuration with the Quick Setup wizard 1. Connect to the Presentation appliance using a web browser and the appliance s IP address. The unconfigured appliance web page is displayed. 2. Click Begin Quick Setup. If you do not plan to use this appliance as your Presentation appliance, do no begin Quick Setup, instead, enter the correct appliance s IP address in the web browser. 14

19 Chapter 2 Installing PHD Virtual Backup 3. Review the information presented and click, Begin. 4. Enter your account details. This is the user account you will use to access the PHDVB web interface. Note: You can exit Quick Setup at anytime by clicking Exit Quick Setup (you will then need to complete the configuration manually). 5. When finished entering the account details, click Next. 6. Enter your Hypervisor Details. 15

20 PHDVB v7 for Hyper-V Friendly Name this is the name you will use to identify this hypervisor environment, for example NY Hyper-V Server 1. Server: IP address or FQDN of your Hyper-V host. User Name: The user name you entered when you configured the PHD Hyper-V Services in Step 1, above. Password: Password associated with the PHD Hyper-V Services account in Step 1, above. Management Appliance Details: If you will be using this appliance as the Management Appliance, leave the default selection. Otherwise, select Use another appliance and enter its IP address. For details about appliance roles, see Version 7 Architecture on page Click Next. 8. Select which appliance to use as an Engine appliance this is the appliance you will use for storing backups. 9. If you will be using the current appliance as an Engine Appliance, leave the default selection. Otherwise, select Use another appliance and enter its IP address. 16

21 Chapter 2 Installing PHD Virtual Backup 10. Click Next. 11. At the Backup Storage step, enter a name for the backup storage target and select the virtual disk to use to store your backups. A list of all available virtual disks attached to the selected appliance is displayed. If you did not attach a virtual disk to your engine appliance during the appliance deployment, you can do that now. See To add an attached virtual disk to on page 28. Click the refresh button to display any newly added attached disks. 12. Select the disk to use and click Next. 13. PHD Virtual Backup is now configured. Click Start Using PHDVB to open the web interface and begin protecting your environment. 17

22 Chapter 3 - PHDVB Administration Tasks After you ve installed PHD Hyper-V Services, deployed one or more appliances and completed the Quick Setup, you re ready to begin using PHD Virtual Backup. This chapter includes additional administration tasks that may be required when managing your appliances and expanding your PHDVB Environments. Deploying Appliances on page 19 Configuring Appliance Networking on page 21 Adding Appliances to your Environments on page 24 Adding Backup Storage on page 26 Adding an Attached Disk to an Appliance on page 28 Adding Additional Environments on page 32 Configuring Multi-Host Environments for Hyper-V on page 34 Configuring Reports and Alerts on page 36 Removing PHD Hyper-V Services on page 38 18

23 Chapter 3 PHDVB Administration Tasks Deploying Appliances The PHD Appliances perform all of the work necessary for protecting your environment. You can deploy as many appliances as needed to protect your particular hypervisor environment. Each appliance can perform a particular role or multiple roles. For information on the different roles and functions performed by PHD appliances, see Version 7 Architecture on page 1. To deploy appliances, you will be using the PHD Hyper-V Services Administrator tool you installed on each host. This is the recommended way for deploying PHD appliances. If you are running the stand-alone version of Hyper-V, the PHD Hyper-V Services Administration tool does not support deploying appliances. Instead, follow the steps in the section Step 1B: Installing PHD Hyper-V Services and Deploying Appliances (free versions of Hyper-V Server) on page 11 to deploy an appliance. To deploy a PHD Appliance 1. Login to your Hyper-V host. 2. Open the PHD Hyper-V Services Administrator tool by double-clicking the PHD Hyper-V Services Administration tool icon. 19

24 PHDVB v7 for Hyper-V 3. Click Deploy VBA. The Deploy an Appliance dialog opens. 4. In the Source Disk Location click Browse to navigate to the location of the PHD Appliance disks that were included with the PHD Virtual Backup installation package. 5. Next, enter a Name for your appliance and then in the VM Location text box enter a location for the appliance files. 6. Enter a location for the appliance disks in the Virtual Disk Location text box. 7. In the RAM text box, enter the amount of memory you would like to allocate to the appliance. 8. Next, from the Virtual Switch dropdown menu, select a virtual switch to use. 9. In the Network area, assign an IP address to the appliance by either selecting DHCP or Static. If Static, click Configure Network to enter the IP address, gateway, netmask, and DNS servers to use. 10. If you plan to store backups on this appliance, select Add Backup Data Store Disk and enter a size. Note that you can also manually attach a virtual disk using the Hyper-V manager later. 11. Select Power On to start the appliance after deployment. 12. Click Deploy VBA. The appliance is deployed to your host. After the appliance is deployed it must receive an IP address in order to continue with the configuration from the web interface. If DHCP is enabled, the appliance will obtain an address automatically. If DHCP is not enabled, you will need to manually set the IP address from the appliance s virtual machine console in Hyper-V Manager. For details, see Configuring Appliance Networking on page

25 Chapter 3 PHDVB Administration Tasks Configuring Appliance Networking If you re using a specific VLAN for your appliance network, that must be configured on the appliance VM before connecting. In addition, if you need to change a newly deployed appliance s IP address, you can use the VM Console within Hyper-V Manager. After the initial configuration is complete you can change appliance networking using the web interface (with the exception of the Presentation appliance). To configure a VLAN ID (if required) 1. In Hyper-V Manager, select the appliance and click Settings. The Settings dialog opens. 2. Select the Network Adapter and in the VLAN ID area, select Enable virtual LAN identification. 3. Enter a VLAN ID. 4. Click OK to close the settings dialog and apply your changes. 21

26 PHDVB v7 for Hyper-V To change a PHD Appliance s IP address (VM Console) 1. Use Hyper-V Manager and open a console window to your appliance by selecting it in the list of VMs and clicking Connect. 2. In the console window that opens, hit Enter to open the Log In dialog. 22

27 Chapter 3 PHDVB Administration Tasks 3. Login to appliance console with user name, admin and password, password. 4. Hit Enter to display the Network Interface Management options. 5. Arrow down and select Interface eth0 then hit Enter. The configuration dialog opens for eth0. 6. Use the arrow key to select either DHCP or Static. If you selected Static, enter the IP address to use and the additional network options. 7. Hit Enter to save your changes and exit the console. 23

28 PHDVB v7 for Hyper-V Adding Appliances to your Environments After completing Quick Setup, you will have a single Environment created with all appliances you designated during the Quick Setup process available in the Environment s configuration page. Any additional appliances you deploy will need to be added to your Environment manually. To add an appliance to an Environment 1. Log in to the PHDVB web interface and click Configure 2. Select an Environment from the list. 3. Click Add Appliance. 4. Enter the appliance s IP address and click Save. After a moment the appliance is added to the appliance s table and is ready to be configured. 24

29 Chapter 3 PHDVB Administration Tasks Note: If the appliance is not discovered, you may need to sync your inventory. At the top of the page in the main menu, click Options then click Inventory Sync. When the sync completes, try adding the appliance again. 25

30 PHDVB v7 for Hyper-V Adding Backup Storage PHDVB v7 takes advantage of attached disk storage to store backups. Attached disks can be created on any available storage volume connected to your Hyper-V host. To add backup storage 1. Log in to the PHDVB web interface and click Configure 2. Select an Environment from the list. 3. Select the appliance on which you would like to add storage. If the appliance is not displayed, click Add Appliance and enter its IP address. 26

31 Chapter 3 PHDVB Administration Tasks 4. Click Add Storage. 5. Enter a name for the storage target. This name will be used when this storage target is displayed in other areas of the interface. 6. Adjust any storage options, for example compression or storage thresholds. 7. In the Manage Attached Disks area, select from the list of available attached disks and click Add. If no disks are available, you must add a disk to the VBA virtual machine. This can be done using the Hyper-V Manager. Refer to the section, Adding an Attached Disk to an Appliance on page 28 for detailed steps on manually adding an attached disk to an appliance. 8. Click Save. The storage is now available for use as a backup target. 27

32 PHDVB v7 for Hyper-V Adding an Attached Disk to an Appliance With version 7, you will use an attached virtual disk to store your backups. If you did not attach a disk during the appliance deployment steps, you can use the Hyper-V manager console to attach a virtual disk to any Engine Appliance (Engines are the appliances you will be using to create and store your backups). To add an attached virtual disk to an appliance 1. In Hyper-V Manager, select the appliance and click Settings. The Settings dialog opens. 2. Click SCSI Controller. 28

33 Chapter 3 PHDVB Administration Tasks 3. Click Hard Drive, then click Add. 4. Next, click New. The New Virtual Hard Disk Wizard opens. 5. Click Next to begin the wizard. 29

34 PHDVB v7 for Hyper-V 6. At the Choose Disk Format step, select VHDX then click Next. 7. At the Choose Disk Type step, select Fixed then click Next. 8. At the Specify Name and Location step, enter a name for the disk, for example PHDBDS.vhdx, and its location. Make sure to select a location that has enough free space for the size of the disk you will be using. 30

35 Chapter 3 PHDVB Administration Tasks 9. At the Configure Disk step, enter the size of the new disk up to 2TB maximum. This disk must be large enough to store all of your backups. If you run out of free space, you can always attach additional disks to the Engine appliance later to increase the size of your backup data store. 10. Click Next. 11. At the final step, click Finish to complete the wizard. The virtual disk is created and attached to your appliance VM. When you configure your backup storage either using the Quick Setup or later, you will choose this attached disk as your backup data store. 31

36 PHDVB v7 for Hyper-V Adding Additional Environments Environments let you manage the data protection for your individual hosts or groups of hosts. Each environment requires at least one appliance configured as the Management appliance and one or more Engine appliances to perform the backup and restore processing. A single Presentation appliance is used to view and manage data protection across all of your Environments. After completing Quick Setup, you will have a single Environment available. If you have additional hosts you would like to manage, you can create additional Environments using the Configure area of the web interface. If you would like to configure an environment that consists of multiple Hyper-V hosts, see Configuring Multi-Host Environments for Hyper-V on page 34. To add a new Environment 1. Log in to the PHDVB web interface and click Configure. 32

37 Chapter 3 PHDVB Administration Tasks 2. Click Add New Environment. 3. Enter the following Environment details: Friendly Name this is the name you will use to identify this hypervisor environment, for example NY Hyper-V Server 1. Server: IP address or FQDN of your Hyper-V host. User Name: The user name you entered when you configured the PHD Hyper-V Services on the host. Password: Password associated with the PHD Hyper-V Services account. 4. Click Save. The Environment is added to the Configure page. You can add additional appliances, configure appliance storage and networking, or edit appliance details for the environment using the Configure page. 33

38 PHDVB v7 for Hyper-V Configuring Multi-Host Environments for Hyper-V If you would like to manage the data protection of multiple Hyper-V hosts in a single Environment, you can configure a multi-host environment by editing the PHD Hyper-V Services configuration file on the Primary host. The Primary host can be any host in your environment, but in most cases, it should be the host that includes the highest number of VMs that will be backed up. If your VMs are spread evenly across all hosts, then simply select one host to be the Primary host. Each host within a multi-host environment must have at least one PHD appliance configured as an Engine appliance to perform backups. To configure a multi-host Hyper-V Environment 1. Install the PHD Hyper-V Services to all hosts in your environment. When configuring the services, it is recommended that you use the same User Name and Password for each. 2. Log in to the Hyper-V host server you will use as your Primary host. 3. Change to the directory where you installed the PHD Hyper-V Services. By default, this is: C:\Program Files\PHD Virtual\Hyper-V Services. 4. With administrator privileges, edit the file, Phd.HyperV.Service.exe.config. 5. In the <Hosts> section, add a line for each Hyper-V Server host you want to include in your environment with the following details: ServerName: FQDN of the Hyper-V host. HostName: IP address of the Hyper-V host. UserName: Username you used when configuring the PHD Hyper-V Services on the Hyper-V host. Password: Encrypted password string from the host s config file. If you used the same password for each host, you can simply copy the encrypted string from the primary host s Password field. If you used different passwords, you will need to log in to each host and copy the encrypted password string from each host s config file. IsLocal: Set to False for all but the original, primary host. Sample hosts section consisting of three Hyper-V hosts: 6. Save and close the file. 7. Open the PHD Hyper-V Services Administrator tool and click Restart PHD Hyper-V Services. 34

39 Chapter 3 PHDVB Administration Tasks 8. Use the PHD web interface to add the new Environment. Use the Primary host s IP address or FQDN in the Server field when adding the Environment. After the Environment is added, you will be able to view and manage the backups for all hosts included within the environment using the web interface. To backup the VMs on each host, a PHD appliance must be deployed and be configured with a backup data store on each host. 35

40 PHDVB v7 for Hyper-V Configuring Reports and Alerts By configuring and enabling reporting, you can receive reports after jobs complete and important alerts from PHD Virtual Backup. To configure settings 1. Log in to the PHDVB web interface and click Configure. 2. Click Global. 36

41 Chapter 3 PHDVB Administration Tasks 3. In the area, click edit. The Edit SMTP Settings dialog opens. 4. In the SMTP Settings area, enter the SMTP server information to use for sending s. 5. Click Enable alerts and reports to enable sending s for alerts and reports. 6. In the Recipients area, enter the addresses that should receive alerts and reports. Select to receive Alerts, Reports, and when to send the s for each. You can additionally select to receive reports at the job level by using the individual job options when you create each job. 37

42 PHDVB v7 for Hyper-V Removing PHD Hyper-V Services To Remove the PHD Hyper-V Services Administration Tool, you can use Programs and Features in the Windows Control Panel. The uninstall process will remove the service and administrator tool from your Hyper-V host. RabbitMQ and Erlang must be removed separately. 38

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