2 2 Copyright Copyright ArCycle Software, Ltd., All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without the prior written consent of ArCycle Software, Ltd. Trademarks ArCycle, ArCycle Software, Ltd. and the ArCycle and the ArCycle Software, Ltd. logos are trademarks of ArCycle Software which may be registered in some jurisdictions. All other trademarks are owned by their respective owners. Changes The material in this document is for information only and is subject to change without notice. While reasonable efforts have been made in the preparation of this document to assure its accuracy, ArCycle Software, Ltd. assumes no liability resulting from errors or omissions in this document, or from the use of the information contained herein. ArCycle Software, Ltd. reserves the right to make changes in the product design without reservation and without notification to its users. Technical support and services If you have questions about installing or using this software, check this and other documents first - you will find answers to most of your questions here or there. If you need further assistance, please contact us.
3 3 CONTENTS WELCOME TO ARCYCLE vmbackup FOR VMWARE/HYPER-V... 5 About ArCycle vmbackup... 6 System Requirements... 7 Installing ArCycle vmbackup Console... 8 Manual connection to MMC (Microsoft Management Console)...10 Adding Backup Server...15 Storage Server...16 Storage Pool...19 Adding a vsphere/vcenter...21 Adding a Hyper-V Server/System Center...23 Backing up Virtual Machines...26 vsphere Backup...26 Hyper-V Backup...29 Replicating Virtual Machines...32 Replicating vsphere...32 Replicating Hyper-V...35 Manual running a VM from replica...36 Replica Failover...36 Restoring Virtual Machines...38 Restoring vsphere...38 Restoring Hyper-V...40 Hyper-V Specific Manual Restore or individual files and folders...42 Managing Virtual Machines, archives and Storage Pools...45 Making a VM clone...45
4 4 Restoring a VM in Sandbox...47 Restoring archive in sandbox...49 Managing archives...50 Testing archives...52 Managing Storage pool notifications...56 Archive tasks...58 Task history...60 Events...61 Licensing and registration...62 Additional information in ArCycle vmbackup for VMware/Hyper-V...63
5 5 WELCOME TO ARCYCLE vmbackup FOR VMWARE/HYPER-V Protection of your virtual machines and applications is a prerequisite for the smooth functioning of the whole virtual environment. Developed for the specific needs of VMware and Hyper-V environments, ArCycle vmbackup increases virtualization outcomes and improves a disaster recovery plan with advanced backup and replication technologies. This guide was created to provide users with complete step-by-step instructions on installation, management, configuration and maintenance of ArCycle vmbackup.
6 6 ABOUT ARCYCLE VMBACKUP ArCycle vmbackup is a simple tool that delivers ultimate protection of virtual machines and applications. Developed for the specific needs of VMware and Hyper-V environments, ArCycle vmbackup increases virtualization outcome and improves a disaster recovery plan with advanced backup and replication technologies. Key Features Hypervisor-native technologies VHD and VMDK archive format Agentless architecture Microsoft VSS service support (for Hyper-V) Support of Changed Block Tracking and vstorage programming interface (for VMware) Support of Windows Server 2012 Data Deduplication Advanced backup and replication options Replication Basic and incremental backup Backup of several VMs simultaneously Backup of Microsoft SQL and Exchange Best-practice data recovery Multiple methods of VM recovery Sandbox mode and autotesting Running a VM from the replica
7 7 System Requirements The recommended OSs for running ArCycle vmbackup are Windows 2008 Server R2 and Windows Server Requirements/Suppor ted Technologies ArCycle vmbackup for Hyper-V ArCycle vmbackup for VMware Virtualization Platform Microsoft Hyper-V Server 2008 R2 SP1 Windows Server 2008 R2 Hyper- V SP1 Windows Server 2012 Hyper-V 3 vsphere 5.1, 5.5 vsphere 5.0 vsphere 4.0 and 4.1 vcenter Full vsphere and vcenter hypervisor support Supported Guest OS All guest operating systems supported by Hyper-V: MS Windows XP SP2 MS Windows Vista MS Windows 7 MS Windows Server 2003 MS Windows Server 2008 R2 Windows Server 2012 Any application Any file system All guest operating systems supported by VMware Any application Any file system Used TCP Ports
8 8 INSTALLING ARCYCLE VMBACKUP CONSOLE To install ArCycle vmbackup Console: 1. Download ArCycle vmbackup 2. Launch the downloaded setup file. 3. As ArCycle Console Setup Wizard opens, click Next to continue. 4. Read and accept the terms of the license agreement. Click Next to continue.
9 9 5. Click Browse to select the installation path or enter it manually. Click Next to continue. 6. Click Install to start the installation procedure.
10 10 7. Select the appropriate checkbox to launch ArCycle vmbackup Console when installation is completed. Click Finish to close the wizard MANUAL CONNECTION TO MMC (MICROSOFT MANAGEMENT CONSOLE) will open. To connect to MMC: 1 Press Start button and type mmc in the Search box. Then press Enter. The MM Console (MMC)
11 11 2 On the panel of MMC press File and choose Add/Remove Snap-in. 3 In the window of console root choose ArCycle Backup Manager and press Add
12 12 4 Before adding chosen snap-in to the console, a panel of Backup Server will appear 4.1 Install or Connect Backup Server 4.2 If you already have a Backup server, enter its IP-address for connection
13 If you want to install Backup Server on a remote computer, enter the IP-address of host PC, username and password 5 As a result, you will see ArCycle Backup Manager as a folder in Console Root of MMC.
14 14 6 Press File and then Save As 7 Choose the folder you want to save ArCycle Backup Manager s shortcut and its settings.
15 15 Adding Backup Server Backup Server is a service that manages the whole vmbackup network components infrastructure. For proper ArCycle vmbackup functioning at least one installed Backup Server is required. Backup Server is installed on a network computer or locally. Previously installed Backup Server can be connected to the console. Hyper-V and vsphere hosts, clusters, VMware vcenter, and MS System Center can be easily connected after Backup Server installation. Any number of Backup Servers can be installed in the local network. It provides you with an opportunity to create a flexible infrastructure of virtual machines management and back up. Use the Backup Server Wizard from ArCycle vmbackup context menu to add a new backup server. Right-click on ArCycle Backup Manager in Navigation Tree and choose Add Backup Server: 1 Install or Connect Backup Server.
16 16 2 If you already have a Backup server, enter its IP-address for connection. 3 If you want to install Backup Server on a remote computer, enter its IP-address of host, username and password. Click Finish. STORAGE SERVER Storage Server controls the creation, storage, and archive management processes. One or several Storage Servers should be connected to Backup Server in order to work with archives. Each Storage
17 17 Server manages one or more Storage Pools, which are considered to be folders with archives united by Backup Policy. To create Storage server: 1 Right-click on Backup server in the Navigation Tree and choose Create Storage server. 2 Enter your IP-address, login and password. Press OK. 4 Define number of archives, options for autotest and data deduplication. Click Finish.
18 18 5 In chapter Archives there will be a new subchapter Storage Pool.
19 19 STORAGE POOL To install Storage Pool: 1 In console root press right mouse button on Archives and choose Create Storage Pool 2 In a window of Storage Pool Wizard choose the hard disk for installing and its name. Click Add Storage Server if needed. If you want to save archives in network folder, click Shared Folder. Click Next.
20 20 3 Choose frequency (daily/weekly/custom) and type of backup (full or incremental). Click Next. 4 Define number of archives, options for autotest and data deduplication. Click Finish.
21 21 5 In chapter Archives there will be a new subchapter Storage Pool. ADDING A VSPHERE SERVER OR VCENTER To add a vsphere server: 1 In console root press right mouse button on vspere server and choose Add vsphere server.
22 22 2 In the window of vsphere server registration enter an IP-address, login, password and choose the backup agent (a server for backup). Press OK. 3 Press OK.
23 23 ADDING A HYPER-V SERVER/ SYSTEMCENTER To add a Hyper-V server: server. 1. In console root press right mouse button on Hyper-V server and choose Add Hyper-V 2. In a window appeared choose a needed option: Connect System Center or Connect Hyper- V Server. Press OK
24 Connecting System Center, choose which you want local or remote one. Enter your IPaddress, login and password in appropriate lines and press OK. Note: Option of local System center is only available if Arcycle Console is at the same host as System Center or System Center Console. 2.2 To connect Hyper-V server, enter your IP-address, login and password in lines of Hyper-V Host registration. Press OK.
25 25 3. Press OK.
26 26 BACKING UP VIRTUAL MACHINES VSPHERE BACKUP Use Backup Wizard to back up VMs. Any number of VMs can be chosen for backup process simultaneously. A Storage Pool with proper Backup Policy is required for storing archives, but you can set up a certain task Backup Policy for any VM manually. Use Backup Wizard in context menu of a certain VM to perform its backup. According to Backup Policy settings, VM archives will be put into chosen Storage Pool. An archive autotest option is available after its creation: choose a proper option in Create Storage Pool Wizard or in Backup Policy manual settings. Launch this procedure after an archive creation, and its recovery into an isolated environment (Sandbox), launch and test will be done. Then the report, based on test results, will be compiled and ed. Storing all archives in full form or as incremental archives is available at regular cyclic backup. All created archives are available in proper chapter. To back up a vsphere: 1 Right-click the connected server in the Navigation Tree, and select Run Backup Wizard.
27 27 2 In a window appeared tick VMs you need to backup. Click Next. 3 Choose a Storage Pool for backup archives. Click Next..
28 28 4 Choose options for backup policy. Click Next. 5 Select the time settings for backup procedure and options for autotest. Click Finish.
29 29 HYPER-V BACKUP To back up a Hyper-V: 1 Right-click the connected server in the Navigation Tree and select Run Backup Wizard. 2 In a window of wizard choose VMs for simultaneous backup. Click Next.
30 30 3 Define a Storage Pool for backup archives. Click Next. 4 Specify options for backup policy. Click Next.
31 31 5 Choose time for backup procedure and autotest. Click Finish.
32 32 REPLICATING VIRTUAL MACHINES Replication is a feature of the vsphere and Hyper-V platform that copies a virtual machine to another location, within or between clusters, and makes that copy available for restoration through the ArCycle vmbackup for VMware web-based user interface. Replication continues to protect the virtual machine on an ongoing basis. It replicates to the copy the changes that are made to the virtual machine. This ensures that the virtual machine remains protected and is available for recovery without requiring restore from backup. This provides a common and unified screen for all aspects of virtual datacenter management, including many aspects of protection, such as replication, backup and restore. REPLICATING VSPHERE VM replication allows to copy the working virtual machine on another host. Regular cyclic replicas creation provides with a possibility to store several copies of VM in certain period of time. In case of source virtual machine failure, including switching off VM or hypervisor, data corruption, or datacenter loss, the VM from any created replica can be launched. To replicate a vsphere server: 1 Right-click on vsphere server and choose Run Replication Wizard.
33 33 2 Tick VMs you need to replicate. Click Next. 3 Choose the hypervisor and its datastore for replication. Click Next.
34 34 4 Name the replicated VM and set up number and frequency of snapshots. Click Next. 5 Choose a snapshot for an immediate replication process (optionally). Click Finish.
35 35 REPLICATING HYPER-V VM replication allows to copy the working virtual machine on another host. Regular cyclic replicas creation provides with a possibility to store several copies of VM in certain period of time. In case of source virtual machine failure, including switching off VM or hypervisor, data corruption, or datacenter loss, the VM from any created replica can be launched. The original MS Hyper-V Replica procedure is used for creation replicas of VMs. To replicate a Hyper-V server: 1 Right-click on Hyper-V server and choose Run Replication Wizard. 2 Tick VMs you need to replicate. Click Next.
36 36 3 Choose a hypervisor (target destination) for VM replication. Manually enter the datastore address and the number of snapshots. Click Finish. MANUAL RUNNING A VM FROM REPLICA To launch a VM from Replica, the following actions are required: 1 Stop replication process (if it isn't interrupted yet). For this action select Stop Task in ArCycle vmbackup Console context menu. 2 Stop the source VM, otherwise resource conflicts with relaunched replica are possible. 3 Go to vmbackup Console, choose required replica, and launch the VM from context menu. REPLICA FAILOVER In case of software or hardware malfunction, you can quickly recover a corrupted VM by failing over to its replica. A replicated VM and an original VM exchange their roles during failover process. You can fail over to the latest state of a replica or to any of its good known restore points. To launch from the replica choose a replica or one of the previously created snapshots and launch replica start process. The original VM will stop and the replica's VM will launch.the replication process will continue reversed.
37 37 1 In sub-chapter of hypervisors choose the virtual machine and right-click on it. Click Failover. 2 In a window of wizard tick Use snapshot and click Finish.
38 38 RESTORING VIRTUAL MACHINES RESTORING VSPHERE To restore the selected virtual machine: 1 In the Navigation Tree select the hypervisor server where VMs are located and by right-click menu select Run Restore Wizard. 2 In the window appeared tick archives you need to restore and click Next.
39 39 3 Choose Restore to existing VM to recover VM in source place. To start vm after restore tick Run VM. Click Finish. 4 If you don't tick Run in existing VM, choose in the window of wizard appeared the hypervisor and its datastore for restore process. Click Finish.
40 40 RESTORING HYPER-V To restore a virtual machine using the Restore Wizard: 1 In the Navigation Tree select the hypervisor server where VMs are located and by right-click menu select Run Restore Wizard. 2 In the Restore Wizard window tick archives you need to restore. Click Next.
41 41 3 Choose Restore to existing VM to recover VM in source place. To start vm after restore tick Run VM. Click Finish. 4 Otherwise, choose the hypervisor for VM restore.
42 42 5 Select destination folders in the window of wizard appeared. Click Finish. HYPER-V SPECIFIC MANUAL RESTORE OF INDIVIDUAL FILES AND FOLDERS ArCycle vmbackup provides additional options for restore of Hyper-V virtual machines. In particular, you can perform manual restore of individual files and folders from an archive. This option enables simple restore process of separated files and folders. You need just attach an archive to a VM as a new volume and copy the files you need. Note: The individual file restore option is available for archives stored in VHD format only. Note: You can attach a VHD archive of the selected machine or any other archive that contains files that you need to restore. You need to launch Disk Management inside of a virtual machine that will keep the restored files. To copy individual files for restore: 1 Share the folder where archives are stored to make it available on the network. 2 Using Remote Desktop open virtual machine where the restored files will be located. 3 Launch Disk Manager. The Server Manager window is opened. Note: To launch Disk Manager: click Start, then click Run, type compmgmt.msc, and click OK.
43 43 menu. 4 Right-click Disk Management in the Navigation Tree and click Attach VHD from the shortcut
44 44 5 Select a VHD-file that you need to restore. 6 Right-click the VHD icon and click Online from the shortcut menu (if needed). 7 Using the VHD shortcut menu, assign a letter to it (if needed). 8 Copy the files you need from the new volume. 9 Right-click the VHD icon, and select Detach VHD from the shortcut menu.
45 45 MANAGING VMS, ARCHIVES AND STORAGE POOLS MAKING A VM CLONE A clone is a complete virtual machine copy that differs in the network settings only (GUID, IP address, Name, MAC). Clones are used for running a VM in the testing environment without affecting the original VM operating in production. Clones can also be used for deployment of new virtual machines. It is possible to clone a VM with the required OS and applications as many times as necessary rather than installing the same OS and programs on several new VMs. To make a clone of VM: Clone. 1 In the Navigation Tree choose the hypervisor you need and right-click on the VM to clone. Choose
46 For vsphere, choose a datastore to place the clone. If you want to launch the VM after clone creation, tick the checkbox Run VM after making a Clone and click Finish For Hyper-V, if you want to launch the VM after clone creation, tick the checkbox Run VM after making a Clone. Click Finish
47 47 A Hyper-V VM clone also appears in the list of virtual machines in the Hyper-V Manager. A vsphere VM clone can be also found in VMware vsphere Client. A VM clone functions as an ordinary virtual machine, therefore you can apply to them the same actions. Clones are labeled by the word clone in brackets (clone) in order to distinguish them from virtual machines. RESTORING A VM IN SANDBOX Sandbox mode allows running VMs in an emulated environment without affecting original VM files. It is mostly used for testing purposes and verification of archive recoverability. To restore a VM in Sandbox mode: 1 In the Navigation Tree select the hypervisor server where VMs are located.
48 For vsphere, choose a datastore to launch VM safely and tick Run VM after restore in Sandbox if needed. Click Finish. Click Finish. 2.2 For Hyper-V, In a window of wizard appeared tick Run VM after restore in Sandbox if needed.
50 50 RESTORING ARCHIVE IN SANDBOX To restore an archive in Sandbox: 1 In Storage Pool choose the archive you want to launch in Sandbox. Right-click on it and choose Restore in Sandbox. 2.1 For vsphere, in a window of wizard appeared choose the hypervisor and datastore. Tick Run VM after archive restore in Sandbox if needed. Click Finish.
51 For Hyper-V, in a window of wizard appeared choose the hypervisor. Tick Run VM after archive restore in Sandbox if needed. Click Finish. Managing Archives To view the list of archives stored in a certain Storage Pool: 1 Expand the Archives item in the Navigation Tree and select one of archives stored on the selected storage pool.
52 52 2 Right-click on the archive you need and choose an option in the context menu. 3 Choose Properties to see archive's features.
53 53 TESTING ARCHIVES This feature allows verification of integrity and operability of any archive. Performance of this operation requires restoration of an archive in Sandbox, and further VM launch, testing, and shutdown. After the test launch Sandbox is cleared and the report is sent via . To test an archive in Sandbox: 1 Choose the archive you need to test (Storage Pool in Navigation Tree) and right-click on it. Click Test archive in Sandbox.
54 For vsphere, in the window of wizard appeared, choose hypervisor and the datastore. To set up options of notifications, click Configure notification.click Finish. 2.2 For Hyper-V, in the window of wizard appeared, choose the host for archive testing. To set up options of notifications, click Configure notification. Click Finish.
55 55 MANAGING STORAGE POOL All VM archives are sent to a storage pool where they are held. Use the following link to view how to create and configure a storage pool. To delete all archives stored in a storage pool: 1 Expand Backup in the Navigation Tree. 2 Expand the Archives item in the Navigation Tree and right-click on certain Storage Pool and choose a needed option in the context menu.
56 56 3 Choose Properties to see Storage Pool features.
57 57 NOTIFICATIONS Configure notifications to receive reports in case of any system bug via . 1 To set up options for notifications, right-click on the hypervisor in Console Root and choose Manage mail notification rules. 2 In a window of wizard appeared there is the IP-Address of your server. Right click on a grey plain and press Add rule.
58 58 3 Type SMTP server address, sender and recipient addresses and SMTP port. Click OK. 4 See a new added rule to server.
59 59 ACTIVE TASKS To see the list of active tasks: 1 In Console Root press chapter Active Tasks and see the list of backup and restore tasks in the right part of the window. 2 To see options for any task, right-click on it.
60 Choose Properties 2.2 or Log.
61 61 TASK HISTORY To see Task History: 1 In Navigation Tree press Task History. 2 To see options for any task, right-click on it. 2.1 Choose Show log.
62 Or Properties. EVENTS To see the list of all events (current and completed tasks), click Events in Console Root.
63 63 LICENSING AND REGISTRATION ArCycle vmbackup is free to download and use. To download the product, you should go to and enter your name, company name and your address for signing in.
64 64 ADDITIONAL INFORMATION ON ARCYCLE vmbackup FOR VMWARE/HYPER-V For more detailed information on using and setting ArCycle vmbackup features, please refer to ArCycle vmbackup User s Guide.
VMware/Hyper-V Backup Plug-in User Guide COPYRIGHT No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying,
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