Once you've installed VM Backup, the next step is to launch the console and start setting it up.
- Launch VM Backup and when the window pops up, select [This Machine] and click [Connect]. This will take you through the 3 quick setup steps, which are detailed further in this article.
- Next, simply add your Host. Go to [Setup] > [Hosts] and click on [Add Host]
Hyper-V LOCALHOST If you have installed VM Backup on a Hyper-V host, you will notice that it's already been added automatically to the console
Hyper-V Standalone or Cluster Insert the required details (IP, username and password) in order to add your host/s. In the case of a Hyper-V Failover Cluster, enter the details for 1 of the hosts, the others will be added automatically
VMware ESXi Insert the required details (IP, username and password) in order to add your host/s
VMware vCenter Insert the required details (IP, username and password) in order to add your host/s. Please note that your VM Backup, your primary backup location as well as your hosts must all be located onsite. If your vCenter is managing hosts that are located in multiple sites, click the [Edit] button under the host and then click on the [Remove Host] for those machines which are not on the same site. In order to backup the other ESXi hosts, install VM Backup installation on the other site and follow the same steps in order to Remove the hosts which are not on the same site.
- To license the hosts, simply follow the guide here.
- Select your primary backup location. Go to [Setup] > [Backup Locations] > [Add Backup Location]
A wizard will give you an option for a [Physical Drive] or a [Network Path]
If selecting a [Physical Drive], simply select the Drive Letter and subfolder (optional) where you want to place your backup data, then click [Finish]
If selecting a [Network Path], enter the network path to your share, and the credentials to connect, then click [Finish]
Then simply drag and drop the VMs from the list on the left hand side over to the newly added backup location, then click [Save Changes]
Note: Each VM can be assigned to only one Backup location at any one time, but different VMs can be configured to go to different Backup Locations
- To schedule your VM backups, go to [Setup] > [Backup Settings] > [Schedule Settings]. You can create a new backup schedule by clicking on [Add Backup Schedule]
Here, select your recurrence pattern (weekly or monthly), then choose the time, and the days of the week you wish the schedule to run on. You will also see a quick preview on the right hand side showing when your schedule is going to run. When ready, click [Save] and the new Schedule will show up in the Schedules configuration screen.
Lastly, drag and drop the VMs into the backup schedule. VMs can be assigned to multiple Backup Schedules.
- You're all set! Either wait for your backup schedule to kick off at the pre-configured time, or go ahead and start a backup manually by going to [Backups]. Select the checkboxes next to the VM(s) you want to backup, then click [Take Backup]. Backup progress can then be monitored in the Dashboard.