Unitrends Virtual Backup Installation Guide Version 8.0

Transcription

1 Unitrends Virtual Backup Installation Guide Version 8.0 Release June Technology Circle, Suite 100 Columbia, SC Phone:

2 Contents Chapter 1 Getting Started... 1 Version 8 Architecture... 2 The Virtual Backup Appliance... 2 Backup Storage... 5 CIFS/SMB Shares... 5 NFS Shares... 5 How much storage do I need?... 5 Hard Links and Virtual Full Backups... 6 Backup Storage Notes... 6 Web-Based Interface... 7 System Requirements... 8 Hyper-V Clustering and High Availability... 8 UVB Licensing... 9 Chapter 2 Installing Unitrends Virtual Backup Installing UVB for Microsoft Hyper-V Installing Unitrends Virtual Backup for VMware vsphere Installing Unitrends Virtual Backup for Citrix XenServer Completing the Quick Setup Wizard Installing and Configuring the UVB Plugin Chapter 3 UVB Administration Tasks Deploying Appliances Deploying appliances for Hyper-V Deploying appliances for VMware vsphere Client Deploying appliances for Citrix XenServer Configuring Appliance Networking Adding Appliances to your Environments Adding Storage Adding an Attached Disk to an Appliance Adding Additional Environments Configuring Multi-Host Environments for Hyper-V Configuring Reports and Alerts Removing the Unitrends Hyper-V Services Removing the UVB Plugin ii

3 Chapter 1 Getting Started Unitrends Virtual Backup version 8.0 lets you protect all of the virtual machines in your Hyper- V, vsphere, or XenServer environments, providing backup, replication, and archive functionality from a single, web-based interface. Version 8.0 includes an upgraded architecture and enhanced functionality that build upon the Virtual Backup Appliance (VBA) technology further improving the scalability and reliability of the award-winning virtualization protection software. This guide provides an overview of the new architecture and detailed steps for installing and configuring Unitrends Virtual Backup in a VMware, XenServer, or Hyper-V environment. For additional information and up to date details about the product and latest releases, refer to the Unitrends Website and Knowledge Base. 1

4 Version 8 Architecture The latest version of Unitrends Virtual Backup takes full advantage of the flexibility and efficiency of the virtual backup appliance. By distributing these small virtual machines you can manage your data protection requirements to fit your needs and you can scale your UVB installation along with your ever-growing virtual environment by simply deploying additional VBAs. Within UVB version 8.0, you will manage your data protection within Environments each Environment consists of a single standalone host, a VMware vcenter, a Citrix XenServer Resource Pool, or a Microsoft Hyper-V host or group of hosts. You can manage multiple environments from the same web interface, providing a single pane of glass view to manage all of your virtual data protection. Configuring environments is described as part of the installation and configuration steps in the next chapter, Installing Unitrends Virtual Backup. The Virtual Backup Appliance The Virtual Backup Appliance (VBA) is the core of Unitrends Virtual Backup s data protection solution. Each VBA is a small, Linux-based virtual machine that runs right within your hypervisor environment, alongside the VMs they protect. The VBAs perform all of the backup, restore, replication, archive, and sync processing including source-side deduplication and compression. The number of VBAs you deploy in your environment depends on a few factors, including the hypervisor types, the total size of the environment, the number of hosts, how distributed your architecture is, and the number of VMs you will be protecting. Appliance Roles With the latest version of UVB, appliances are configured with one or more roles, depending on your requirements. Each deployed 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 (including across all hypervisor types). All management and configuration of UVB occurs through the Presentation Appliance s web interface. Management (M) Each Environment requires one appliance designated as the Management Appliance, for example for each vcenter you want to protect, you ll need at least one appliance configured with the Management role. This is done when you add the Environment within the web interface or initially via the Quick Setup wizard. The Management appliance performs inventory and other hypervisor-specific tasks and manages the work of the Engine appliances. The Presentation Appliance can also be designated as a Management Appliance. Engine (E) Engine appliances perform the actual data processing and send data to their configured data stores. Engine is the most common role an appliance will take on in your deployment. Appliances with the Presentation and Management role can also be configured with the Engine appliance. 2

5 Note: As a general recommendation, you will need at least one Engine appliance for every 10 TB of source data you will protect (or every 1 TB of data if using XenServer or 5 TB is using CIFS backup storage). By deploying at least one appliance into each environment you would like to protect, you can manage your data protection from a single web interface. The figure below represents two standalone 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. Each host could be of the same hypervisor or different hypervisors (a single vsphere host and a Hyper-V host for example). Figure 1 Multiple environments consisting of individual hosts. 3

6 In Figure 2, below, multiple appliances are deployed to a single environment that consists of two hosts. Each host in this example has at least one appliance deployed (this is required when using Hyper-V). 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 Host 1 and VBA 3 on Host 2) have only the Engine (E) role enabled these are the appliances performing the actual backup processing, writing data to their configured backup data stores (BDS 1 and BDS 2). Figure 2 Environment consisting of multiple hosts. 4

7 Backup Storage Unitrends Virtual Backup can take advantage of storage available via the hypervisor (like iscsi or Fibre Channel) or network storage (CIFS or NFS shares) to store your backup data. When you deploy a Unitrends VBA, you configure the backup storage by either adding one or more virtual disks to the Unitrends VBA virtual machine or by specifying a network storage location (either an NFS or CIFS share). When using attached disks, they can be created on local or shared hypervisor storage. Using a virtual disks attached to the Unitrends VBA is the recommended method for storing your backup data. Detailed instructions for configuring backup storage are included as part of the installation steps in this guide. CIFS/SMB Shares The CIFS service account must have full permissions (read/write/delete) for the share used as the backup target. Also, antivirus software should not be configured to analyze or scan the Unitrends VBA CIFS storage repository. Note: When creating Full/Incremental backups, CIFS storage is recommended. NFS Shares The Unitrends VBA requires direct write access to the NFS export. During backup, the Unitrends VBA will directly mount and copy files to the NFS share. It is important to configure the export to allow this behavior. The following is an example export line: /export/share * (no_root_squash,insecure,rw,sync) How much storage do I need? Due to data deduplication and compression, you can store, on average, one month of backups for each VM by allocating backup storage equal to the total size of the VM data you would like to back up. For example, if you have 500 GB of virtual machines, you should allocate at least 500 GB of storage space. Additional details on determining how much backup storage space you will need can be found the white paper Backup Storage Sizing Guide available on the Unitrends web site. For even more information and scenarios, refer to the Unitrends Virtual Knowledge Base. Note: As a general recommendation, you will need at least one Engine appliance for every 10 TB of source data you will protect (or every 1 TB of data if using XenServer or 5 TB is using CIFS backup storage). Your backup retention policy determines how many backups are kept for each VM. Retention settings can be configured per-vm using the Protect page in the Unitrends Virtual Backup web interface. 5

8 Hard Links and Virtual Full Backups A hard link is essentially a reference to a file or directory on a file system. Unitrends Virtual Backup makes use of hard links when deduplicating Virtual Full backup data on the backup data store. Because of this, hard links must be supported and enabled (if necessary) on any storage device used as a backup target for Virtual Full backups. By default, most storage device file systems support hard links and have them enabled - if your storage device supports hard links but does not have them enabled, refer to your vendor's documentation for details on enabling them. Note: Storage used for Full/Incremental backups does not require hard link support. If hard links are not supported or enabled for your backup storage location, a warning message is logged after defining the backup storage and restarting the Unitrends VBA. If you attempt to run a Virtual Full backup with storage configured that does not support hard links, you will encounter the following error, "BDS incompatible with virtual-full job: Hard links are not supported." Backup Storage Notes In most environments, using an attached virtual disk to store backups will result in the best overall performance. Backup storage cannot be shared by multiple Unitrends VBAs. Each VBA must write to its own unique backup data store. When using multiple Unitrends Virtual Backup Appliances with network storage, the same backup target destination can be used only if you create separate shares for each appliance. For example, you could send backups for UVB-1 to \\StorageServer\backupshare\vba1 and send backups for UVB-2 to \\StorageServer\backupshare\vba2. 6

9 Web-Based Interface The Unitrends Virtual Backup web-based interface lets you manage your data protection settings from a single location across all hypervisor environments from anywhere you have network access. Figure 3 UVB web-based interface. The new and improved interface includes a new dashboard that provides an at-a-glance overview of the current state of your environment, updated reporting, and the ability to configure and manage all of your virtual data protection from a single location. For additional details about the different areas of the new interface, refer to the online help or Unitrends online Knowledge Base. 7

10 System Requirements The following requirements must be met to install and use Unitrends Virtual Backup version 8. System Requirements 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. Hypervisor VMware vsphere 5.0 and later --- 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) --- Citrix XenServer 6.x and later Hyper-V Clustering and High Availability When using Hyper-V, a Unitrends 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 can be protected. If VMs that were backed up on one host move to a host without a Unitrends appliance deployed, you must have an appliance running on that host to continue performing backups. Since a Unitrends appliance must be deployed to each host, to ensure all of your VMs will be protected, the Unitrends appliance should remain on the host. Therefore, Unitrends 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. 8

11 UVB Licensing Unitrends Virtual Backup is installed with a trial license. After the trial period expires, apply a valid license to continue running backups and replicating virtual machines. Licensing is on a per-socket basis. Use the Licensing tab of the Configure page to select the hosts on which you will be performing backup and replication. The total available socket count is displayed at the top of the page and decreases as you select available hosts in your environment. 9

12 Chapter 2 Installing Unitrends Virtual Backup Note: The installation steps for Unitrends Virtual Backup differ depending on your hypervisor environment. Review the correct section for your specific hypervisor. This chapter contains the following topics: Installing UVB for Microsoft Hyper-V on page 11 Installing Unitrends Virtual Backup for VMware vsphere on page 16 Installing Unitrends Virtual Backup for Citrix XenServer on page 18 Completing the Quick Setup Wizard on page 20 Installing and Configuring the UVB Plugin on page 23 10

13 Installing UVB for Microsoft Hyper-V Follow the steps below to install Unitrends Virtual Backup for Microsoft Hyper-V. Note: UVB can be installed to hosts running Microsoft Windows Server 2012 and 2012 R2 with the Hyper-V Server role enabled as well as hosts running the free version of Hyper-V Server 2012 and 2012 R2. The installation steps below cover both cases and notes are included where any differences exist. Prerequisites Download and unzip the Unitrends Virtual Backup for Hyper-V installation package to your Hyper-V host. To ensure proper functionality, the host s firewall should be configured to allow traffic in/out on ports 5672 and To install the Unitrends Hyper-V Services and deploy a UVB appliance 1 Log in to your Hyper-V host machine and navigate to the location where you copied and unzipped the installation package. 2 Run the UVB installation program UVB Hyper-V Services Installer.exe. The Unitrends Hyper-V Services Setup wizard opens. 3 Click Next to begin the installation. The setup wizard will select the install location automatically (by default, %PROGRAMFILES%\Unitrends\Hyper-V Service ). 11

14 4 Next, the installation program will check for required prerequisites, RabbitMQ and Erlang. If not available, you will be prompted to install them. These are required for communicating with the Unitrends 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. 5 Click Next to either install the required prerequisites or if these are already installed, continue with the wizard. 6 Click Finish when all required installations have completed. Next you will be prompted to configure the services. 12

15 7 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. 8 In the Hyper-V Services Credentials area, for Unitrends User Name and Unitrends Password, enter the credentials to use when communicating with the Unitrends Hyper- V Services. You will use these credentials when adding the environment within the Unitrends web-based interface later. 9 Click Next. The Unitrends Virtual Backup Appliance deployment options are displayed. 13

16 10 The last step of the setup lets you deploy a Unitrends Appliance. 11 In the Source Disk Location click Browse to navigate to the location of the Unitrends Appliance disks that were included with the Unitrends Virtual Backup installation package. Note: When installing to the free version of Hyper-V you will need to manually type the paths Browse options are not available. 12 Next, enter a name for your appliance and then in the VM Location text box enter a location for the appliance files. 13 In the RAM text box, enter the amount of memory you would like to allocate to the appliance. 14 Next, from the Virtual Switch dropdown menu, select a virtual switch to use. Note: When running the free version of Hyper-V, the Connection option is not available as a network card is not included with the deployed appliance VM. You must manually add a network card to the appliance VM after it has been deployed. 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. Note: It is recommended that you manually configure a static IP address or assign a reservation on the DHCP server. 16 If you plan to store backups on this appliance, select Add Backup Data Store Disk and enter a size. If you plan to use another storage type (NFS or CIFS), leave this option unselected. 17 Next select Power On to start the appliance after deployment. 18 Click Deploy VBA. The deployment progress is displayed. When complete, you can deploy another appliance or close the wizard. Note: When running the free version of Hyper-V you must add and configure a network card to the appliance VM to finish the configuration. Use Hyper-V manager (connected via another Windows machine for example) or another method to modify the deployed appliance VM. Follow the steps above to setup Unitrends Virtual Backup on all additional Hyper-V hosts you will be protecting. You can use the Hyper-V Services tool to deploy any additional appliances you require. You can access the tool via the desktop shortcut or on free versions of Hyper-V in the following location: C:\Program Files\Unitrends\Hyper-V Services\Phd.HyperV.Ui.exe 14

17 To configure a single environment that consists of multiple Hyper-V hosts, see Configuring Multi-Host Environments for Hyper-V on page 48. You re now ready to connect to the appliance and complete the Quick Setup wizard. See Completing the Quick Setup Wizard on page 20 for detailed steps. 15

18 Installing Unitrends Virtual Backup for VMware vsphere Follow the steps below to install Unitrends Virtual Backup for VMware vsphere. Prerequisites The Unitrends Virtual Appliance OVF file extracted from the Unitrends Virtual Backup installation package. A Windows computer with vsphere Client installed that has access to your VMware environment. Deploying a Virtual Backup Appliance on VMware vsphere 1 Open vsphere Client and select File > Deploy OVF Template The Deploy OVF Template wizard opens 16

19 2 Enter the location where you downloaded and unzipped the UVB Install package. Within that location unzip the UVB.ovf file from the extracted contents of the Unitrends Virtual Backup zip file, and then click Next. 3 Use the wizard to enter the name, datastore location, and network information for the Unitrends VBA, and then click Finish. 4 When the deployment completes, power on the Unitrends Virtual Backup Appliance virtual machine. 5 Finally, ensure the Unitrends VBA has a valid IP address assigned (within vsphere client, select the Unitrends VBA virtual machine and click the Summary tab). If DHCP is enabled in your environment, 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 vsphere client. For details, see Configuring Appliance Networking. Note: It is recommended that you manually configure a static IP address, or assign a reservation on the DHCP server. Follow the steps above to deploy any additional appliances you require. You re now ready to connect to the appliance and complete the Quick Setup wizard. See Completing the Quick Setup Wizard on page 20 for detailed steps. 17

20 Installing Unitrends Virtual Backup for Citrix XenServer Follow the steps below to install Unitrends Virtual Backup to your XenServer environment. Prerequisites The Unitrends Virtual Backup Appliance XVA file (UVB.xva) extracted from the Unitrends Virtual Backup Installation package A Windows computer with XenCenter installed that has access to your XenServer environment Deploying a Virtual Backup Appliance on Citrix XenServer 1 From the extracted zip file contents, double click UVB.xva. XenCenter launches and the Import Wizard opens. 2 Make sure the path to the correct XVA is displayed, then click Next. 3 Use the wizard to select where you want to deploy the Unitrends VBA and the network settings to use, then click Finish. 4 Finally, ensure the Unitrends VBA has a valid IP address assigned (within XenCenter, select the Unitrends VBA virtual machine and click the Network tab). If DHCP is enabled in your environment, 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 XenCenter. For details, see Configuring Appliance Networking. Note: It is recommended that you manually configure a static IP address, or assign a reservation on the DHCP server. 18

21 Follow the steps above to deploy any additional appliances you require. You re now ready to connect to the appliance and complete the Quick Setup wizard. See Completing the Quick Setup Wizard on page 20 for detailed steps. 19

22 Completing the Quick Setup Wizard The Quick Setup wizard will guide you through the steps required to configure UVB. You access the Quick Setup wizard by connecting to the IP address of a deployed appliance (typically, the first VBA you deployed). You only need to complete the Quick Setup wizard one time. Completing the Quick Setup wizard configures your first appliance as the Presentation Appliance while guiding you through the deployment process using the standard best practice settings. You will use this Presentation Appliance s web interface to perform all additional configuration, including setting up backup jobs and adding additional appliances. If you are using multiple hypervisors you still need only one appliance configured as the Presentation Appliance. As long as you have network connectivity between your hypervisor environments, the Presentation Appliance s web interface can be used to configure UVB for all accessible hypervisor environments. Tip: Deploy all appliances you plan to use before beginning Quick Setup, making sure they have a network address and that you ve attached any virtual disks you will be using to store backups. To complete your UVB configuration with the Quick Setup wizard 1 Connect to the Presentation appliance using a web browser and the appliance s IP address. The un-configured appliance web page is displayed. 2 Click Yes to begin the Quick Setup. If you do not plan to use this appliance as your Presentation appliance, click No. This will take you to a page where you can enter an existing Presentation Appliance address. Clicking Go will then bring you to that appliances configure page (after logging in if needed). 20

23 3 Next, select the scenario that most closely resembles your environment. For example, if you have about 10 TB or less of source data within a single vcenter, you would select Single environment. For more than 10 TB, you would select Single large environment. If you will be protecting more than one hypervisor environments, for example a XenServer Pool along with your development Hyper-V cluster, you would select Multiple Environments. 4 At the next step, create your account details and enable the Presentation role on this appliance. The credentials you enter here are what you will use to access the UVB web interface. Note: You can exit Quick Setup at any time by clicking Save and Exit (you will then need to complete the configuration manually). 5 When finished entering the account details, click Next. 21

24 6 Next, enable the Management role and enter your Hypervisor Details. If you would like to use a separate appliance as your management appliance, exit the Quick Setup before completing this step. Friendly Name this is the name you will use to identify this hypervisor environment, for example NY vcenter5. Server: Enter the IP address or FQDN of your host server (vcenter server, XenServer Pool master, Hyper-V host or other standalone host address). User Name and Password: Hyper-V: Enter the user name and password you created when you configured the Unitrends Hyper-V Services on your host. VMware and XenServer: Enter the administrative credentials with access to your hypervisor environment. The appliance requires these credentials to perform backup and restores. 7 Click Next. 8 At this point, if you selected a Single Large Environment or a Multi Environment as your deployment scenario, you are presented with a summary page with recommendations and additional steps. Click Finish to exit the Quick Setup and use the Configuration page to complete your configuration. If you selected the Single Environment as your scenario, continue with the steps below to configure attached disk storage. 9 At the Enable Engine - Backup Storage step, enter a name for the backup storage target and select the virtual disk to use to store your backups. Note: Quick Setup allows you to configure attached disk storage only. To configure another backup storage type (CIFS or NFS, for example), exit Quick Setup and use the Configure Environments tab in the web interface. 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 using your hypervisor client. See Adding an Attached Disk to an Appliance. Click the refresh button to display any newly added attached disks. 10 Select the disk to use then click Next. 11 Unitrends Virtual Backup is now configured. Click Start Using UVB to open the web interface and begin protecting your environment. 22

25 Installing and Configuring the UVB Plugin Note: The UVB Plugin is available for vsphere client and XenCenter only. To access Unitrends Virtual Backup directly from vsphere Client or XenCenter, install the UVB Plugin. After unzipping the Unitrends Plugins setup file, follow the instructions below to install and configure the plugin. 1 Double Click on the Unitrends Plugins Setup.exe file to launch the installer. 2 Click Run on the Open File dialog that appears. 3 The Unitrends PlugIn Installation Wizard will open. 4 Click Next to continue. The Installer will begin the installation process. 5 After the installation process completes, click Finish to exit the installer. 23

26 Next you will configure the Plug-In by assigning mappings between hypervisor credentials and your UVB Presentation Appliance. Configuring the Unitrends Virtual Backup PlugIn 1 After finishing with the installation, the Unitrends Virtual Backup Plug-In Configuration dialog will open. 2 Click Add to add mappings to your hypervisor accounts. The Add Mapping Details dialog will open. 3 Here you will enter the following details: a. Hypervisor Server IP or Host name b. Account User Name (Same credentials used for the vsphere Client or XenCenter) c. UVB Presentation Appliance d. UVB User Name e. UVB Management Appliance 4 Click Ok when finished. You will return to the Unitrends Virtual Backup Plugin Configuration dialog where your hypervisor details will be displayed. 24

27 5 Click Close to exit. 25

28 Chapter 3 UVB Administration Tasks After you ve deployed one or more appliances and completed the Quick Setup, you re ready to begin using Unitrends Virtual Backup. This chapter includes additional administration tasks that may be required when managing your appliances and expanding your UVB Environments. This chapter contains the following topics: Deploying Appliances on page 27 Configuring Appliance Networking on page 28 Adding Appliances to your Environments on page 30 Adding Storage on page 32 Adding Additional Environments on page 46 Configuring Multi-Host Environments for Hyper-V on page 48 Configuring Reports and Alerts on page 50 Removing the Unitrends Hyper-V Services on page 52 Removing the UVB Plugin on page 52 26

29 Deploying Appliances The Unitrends 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 Unitrends appliances, see Version 8.0 Architecture. Deploying appliances for Hyper-V To deploy appliances for Hyper-V, you will be using the Unitrends Hyper-V Services Administrator tool you installed on each host. This is the recommended way for deploying Unitrends appliances. Follow the instructions in the section Installing UVB for Microsoft Hyper- V for deploying appliances to hosts running Microsoft Windows with the Hyper-V Server role enabled and also for hosts running the free versions of Hyper-V Server. Deploying appliances for VMware vsphere Client For information on deploying appliances for VMware vsphere Client see Installing Unitrends Virtual Backup for VMware vsphere. Deploying appliances for Citrix XenServer For information on deploying appliances for Citrix XenServer follow the steps in Installing Unitrends Virtual Backup for Citrix XenServer. 27

30 Configuring Appliance Networking If you need to change a newly deployed appliance s IP address, you can use the VM Console within the hypervisor client. Note for Hyper-V users: if you are using a specific VLAN for your appliance network, that must be configured on the appliance VM before connecting. Use the Network Adapter section of the VM settings to configure VLAN ID. After the initial configuration is complete you can change appliance networking using the web interface (with the exception of the Presentation appliance). To change a Unitrends Appliance s IP address using the VM Console If you need to change a newly deployed appliance s IP address, you can use the VM Console. 1 Use your hypervisor client and open a console window to your appliance by selecting it in the list of VMs. For Hyper-V click Connect. For vsphere Client and XenCenter click the Console tab. Hyper-V Manager: vsphere Client: 28

31 XenCenter: 2 In the console window that opens, hit Enter to open the Log In dialog. 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. 29

32 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 Unitrends 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 Submit. After a moment the appliance is added to the appliance s table and is ready to be configured. 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. 30

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34 Adding Storage UVB v8.0 has three backup storage target options (Backup, Archive, and Sync) located on the Storage tab. Included are options for adding attached disk, NFS, and CIFS storage types. To add attached disk storage 1 Log in to the UVB 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. You may need to run an Inventory Sync (from the Options menu) if you ve recently added the appliance. 4 Click Add Storage on the Storage tab and select one of the storage options (Backup, Archive, or Sync). Click the dropdown menu to the right and select Attached as the storage type. Below is an example creating Backup storage. 32

35 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 If you would like to add encryption for security purposes, select the Encryption type, enter your password and then re-enter it to confirm it is correct. Note: AES32 is recommended. Note2: Encryption can only be set when storage is being added. You will be unable to make changes to encryption from the Edit Settings dialog. 7 Adjust the storage Options. When you add backup storage, you have the ability to set the Backup Compression and the Default backup block size. Below are the options available in each of these dropdowns: Backup Compression: Use BDS Setting - The default setting, this option will use the compression setting applied to the backup data store. The default setting at the backup data store is GZIP. Uncompressed - No compression is applied to the backup data. This can be useful (or required) when using storage devices that perform additional compression. GZIP - This compression method performs the highest compression level resulting in reduced amount of storage space used. The additional compression used by GZIP will impact performance - backup speed and overall backup time. 33

36 Block Size: LZOP - This method results in less compression than GZIP but in most cases will impact performance much less, resulting in compressed backups faster than the GZIP alternative. Use BDS Setting - The default setting, this option will use the block size setting applied to the backup data store. The default setting at the backup data store is 1 MB. 512 KB, 1 MB, 2 MB, 4 MB - The size of the backup block used to store backup data should not be adjusted in most situations unless instructed to by support. Adjusting the block size can impact backup and restore performance. Storage Thresholds: Here you can set the thresholds to send a warning or stop a backup from proceeding when a certain percentage of storage levels remain. The warnings and stop thresholds will appear as alerts on the Dashboard and also in the top right corner of the interface. Raw Data Access: The attached disk storage type also allows you to Enable Raw Data Access by clicking the check box. This option gives you the ability to share the BDS. The BDS is shared as either NFS or CIFS (NFS default) based on the Global Setting. Once the storage is added, the Raw Data Access column in the Storage table will read Enabled with an information icon to the right of the text. Clicking the icon will display a path to the storage. Using this link will direct you to the BDS. Sync targets: Here you can find the list of available sync targets. Select the Sync storage targets to synchronize with the data store. Backups added or deleted on this data store will also be added or deleted on the Sync target. Note: Raw data access is automatically enabled when used as a source for archive, replication, or sync. 8 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 vsphere Client. Refer to the section, Adding an Attached Disk to an Appliance for detailed steps on manually adding an attached disk to an appliance. 9 Click Submit. The storage is now available for use as a backup target. Note: Attached disks can be created on any available storage volume connected to your host. 34

37 To add NFS storage 1 Select the appliance on which you would like to add storage. 2 Click Add Storage on the Storage tab and select one of the storage options (Backup, Archive, or Sync). Click the dropdown to the right and select NFS. The Add NFS (Backup, Archive, or Sync) Storage dialog will open. 3 Enter the Name, Export path. Set the storage Options (For details, see the seventh step of the Attached Disk Storage section above). Below is an example creating Sync storage. 4 Click Submit when finished. Details of the added NFS backup storage will appear in the table on the Storage tab. Note: The Unitrends VBA requires direct write access to the NFS export. During backup, the Unitrends VBA will directly mount and copy files to the NFS share. It is important to configure the export to allow this behavior. The following is an example export line: /export/share * (no_root_squash,insecure,rw,sync) To add CIFS storage 1 Select the appliance on which you would like to add storage. 2 Click Add Storage on the Storage tab and select one of the storage options (Backup, Archive, or Sync). Click the dropdown to the right and select CIFS. 35

38 The Add CIFS (Backup, Archive, or Sync) Storage dialog will open. 3 Enter the Path, along with your User name and Password. If necessary, you can also enter any domain information as well. Below is an example creating Archive storage. 4 Set your storage options (For details, see the seventh step of the Attached Disk Storage section above). Click Submit to finish. Details of the added CIFS backup storage will appear in the table on the Storage tab. Note: The CIFS service account must have full permissions (read/write/delete) for the share used as the backup target. Also, antivirus software should not be configured to analyze or scan the Unitrends VBA CIFS storage repository. Note2: Each VBA can have one storage type only. However, each VBA can have IR Write Space regardless of storage type. 36

39 Adding an Attached Disk to an Appliance With version 8.0, 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 following instructions 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 using the Hyper-V Manager Console 1 In Hyper-V Manager, select the appliance and click Settings. The Settings dialog opens. 2 Click SCSI Controller. 37

40 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. 38

41 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 UVBDS.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. 39

42 9 At the Configure Disk step, enter the size of the new disk. 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. 40

43 When you configure your backup storage either using the Quick Setup or later, you will choose this attached disk as your backup data store. To add an attached virtual disk to an appliance using the vsphere Client 1 Select the appliance and click Edit virtual machine Settings. The Virtual Machine Properties dialog will open. 41

44 2 Click Add. The Add Hardware dialog will open. 3 Select Hard Disk and click Next. 4 Choose the Create a new virtual disk option and click Next. 42

45 5 Set the disk capacity. The size entered here is the amount of space you will allocate for storing backups. Configuring the disk as thick provisioned and in independentpersistent mode is recommended. When finished click Next. 6 Set the Virtual Device Node and click Next. Note that the disk must be added to the second virtual device node, SCSI (0:2). 43

46 7 Review your settings and click Finish to add the disk. Click Back to change settings. When you configure your backup storage either using the Quick Setup or later, you will choose this attached disk as your backup data store. 44

47 To add an attached virtual disk to an appliance using Citrix XenCenter 1 Within XenCenter, select the appliance VM, click the Storage tab, and then click Add. 2 Enter a name, size, and location for the new disk and click Add. The size entered here is the amount of space you will allocate for storing backups. Location can be either local storage or a remote storage repository (recommended). Add as many virtual disks as needed to create the backup data store size you require. When you configure your backup storage either using the Quick Setup or later, you will choose this attached disk as your backup data store. 45

48 Adding Additional Environments Environments let you manage the data protection for all virtual machines within a single vcenter, XenServer Resource Pool, Hyper-V host group, or standalone 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. To add a new Environment 1 Log in to the UVB web interface and click Configure. 2 Click Add New Environment. 3 Enter the following Environment details: 46

49 Friendly Name this is the name you will use to identify this hypervisor environment, for example My Second Environment. Server: IP address or FQDN of your host. User Name (Hyper-V): The user name you entered when you configured the Unitrends Hyper-V Services on the host. User Name (VMware & XenServer): The user name you entered when you configured the host. Password: Password associated with the account. Management Appliance: The IP address of the Unitrends Virtual Backup Appliance you deployed into your hypervisor environment. The Management Appliance manages inventory and other hypervisor information. 4 Click Submit. 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. 47

50 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 Unitrends 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 Unitrends appliance configured as an Engine appliance to perform backups. To configure a multi-host Hyper-V Environment 1 Install the Unitrends 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 Unitrends Hyper-V Services. By default, this is: C:\Program Files\ Unitrends Virtual\Hyper-V Services. 4 With administrator privileges, edit the file, Unitrends.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 Unitrends 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. 48

51 Sample hosts section consisting of three Hyper-V hosts: 6 Save and close the file. 7 Open the Unitrends Hyper-V Services Administrator tool and click Restart Unitrends Hyper-V Services. 8 Use the Unitrends 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 Unitrends appliance must be deployed and be configured with a backup data store on each host. 49

52 Configuring Reports and Alerts By configuring and enabling reporting, you can receive reports after jobs complete and important alerts from Unitrends Virtual Backup. To configure settings 1 Log in to the UVB web interface and click Configure. 2 Click Global. 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. 50

53 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. 51

54 Removing the Unitrends Hyper-V Services To Remove the Unitrends 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. Removing the UVB Plugin You can remove the UVB Plugin from the Control Panel of your Windows machine. Depending on the version of Windows you are using, choose either Uninstall a Program or Add/Remove a Program. From there search for the Plug-in and click Uninstall. 52