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HYV-101-1.5-EN-01 11/16/12

Quest® NetVault® Backup Plug-infor Hyper-V

version 1.5

User’s Guide

© 2012 Quest Software, Inc.ALL RIGHTS RESERVED.

This guide contains proprietary information protected by copyright. The software described in this guide is furnished under a software license or nondisclosure agreement. This software may be used or copied only in accordance with the terms of the applicable agreement. No part of this guide may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording for any purpose other than the purchaser’s personal use without the written permission of Quest Software, Inc.

The information in this document is provided in connection with Quest products. No license, express or implied, by estoppel or otherwise, to any intellectual property right is granted by this document or in connection with the sale of Quest products. EXCEPT AS SET FORTH IN QUEST'S TERMS AND CONDITIONS AS SPECIFIED IN THE LICENSE AGREEMENT FOR THIS PRODUCT, QUEST ASSUMES NO LIABILITY WHATSOEVER AND DISCLAIMS ANY EXPRESS, IMPLIED OR STATUTORY WARRANTY RELATING TO ITS PRODUCTS INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. IN NO EVENT SHALL QUEST BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, PUNITIVE, SPECIAL OR INCIDENTAL DAMAGES (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION OR LOSS OF INFORMATION) ARISING OUT OF THE USE OR INABILITY TO USE THIS DOCUMENT, EVEN IF QUEST HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Quest makes no representations or warranties with respect to the accuracy or completeness of the contents of this document and reserves the right to make changes to specifications and product descriptions at any time without notice. Quest does not make any commitment to update the information contained in this document.

If you have any questions regarding your potential use of this material, contact:

Quest Software World HeadquartersLEGAL Dept5 Polaris WayAliso Viejo, CA 92656email: [email protected]

For regional and international office information, refer to the web site (www.quest.com).

TrademarksQuest, Quest Software, the Quest Software logo, Simplicity at Work, FlashRestore, GigaOS, and NetVault are trademarks and registered trademarks of Quest Software, Inc., and its subsidiaries. For a complete list of Quest Software’s trademarks, see http://www.quest.com/legal/trademarks.aspx. Other trademarks and registered trademarks are property of their respective owners.

PatentsThis product is protected by U.S. Patents #7,814,260; 7,913,043; 7,979,650; 8,086,782; 8,145,864; 8,171,247; 8,255,654; and 8,271,755. Protected by Japanese, E.U., French, and UK patents 1615131 and 05250687.0, and German patent DE602004002858. Additional patents pending.

mailto:[email protected]

http://www.quest.com

http://www.quest.com/legal/trademarks.aspx

Chapter 1: Introducing Plug-in for Hyper-V 5

• Quest NetVault Backup Plug-in for Hyper-V – At a Glance ........................................... 5

• Key Benefits ...................................................................................................................... 5

• Feature Summary ............................................................................................................. 6

• Target Audience ................................................................................................................ 7

• Recommended Additional Reading ................................................................................ 7

• About Quest Software ...................................................................................................... 8- Contacting Quest Software .............................................................................................................. 8

- Contacting Quest Support ................................................................................................................ 8

Chapter 2: Installing or Removing the Plug-in 9

• Deploying the Plug-in ....................................................................................................... 9

• Prerequisites ................................................................................................................... 10- Installing PowerShell and Configuring the Execution Policy .......................................................... 10

- Installing Integration Services ........................................................................................................ 10

- Installing NVBU Server and Client Software .................................................................................. 11

• Installing the Plug-in ...................................................................................................... 11

• Removing the Plug-in ..................................................................................................... 11

Chapter 3: Configuring the Plug-in 13

• Configuring Default Settings ......................................................................................... 13

Chapter 4: Backing Up Data 15

• Available Backup Types ................................................................................................. 15

• Important Considerations .............................................................................................. 16

• Performing Image-Level Backups ................................................................................. 16- Selecting Data for Backup ............................................................................................................. 17

- Finalizing and Submitting Jobs ...................................................................................................... 18

• Performing File-Level Backups ..................................................................................... 18- Selecting Data for Backup ............................................................................................................. 18

Table of Contents

Table of Contents4

- Setting Plug-in for FileSystem Backup Options ............................................................................. 21


Chapter 5: Restoring Data 25

• Restoring Image-Level Backups ....................................................................................25- Prerequisites .................................................................................................................................. 26

- Selecting Data to Restore .............................................................................................................. 26

- Setting Restore Options ................................................................................................................. 27


• Restoring File-Level Backups ........................................................................................28- Prerequisites .................................................................................................................................. 29

- Selecting Data to Restore .............................................................................................................. 29

- Setting Restore Options ................................................................................................................. 31

- Selecting Target Clients ................................................................................................................. 31


• Additional Features Available on the Selections Tab ..................................................32

Appendix A: Troubleshooting 35

• Backup Job Fails While Using VSS Snapshot ..............................................................35

Quest NetVault Backup Plug-infor Hyper-V User’s Guide

5

Chapter 1:

INTRODUCING PLUG-IN FOR HYPER-V

Quest NetVault Backup Plug-in for Hyper-V – At a Glance

Key Benefits

Feature Summary

Target Audience

Recommended Additional Reading

About Quest Software

Contacting Quest Software

Contacting Quest Support

1.1.0 Quest NetVault Backup Plug-in for Hyper-V – At a GlanceThe Quest NetVault Backup (NVBU) Plug-in for Hyper-V (Plug-in for Hyper-V) gives you the confidence and flexibility needed to deploy Plug-in for Hyper-V and provide virtual machines (VMs) with protection from disasters, media failure, and wide-ranging data corruption. An intuitive, easy-to-use graphical user interface (GUI) gives you a single, centralized console for configuring backup and restore policies for virtual environments. Plug-in for Hyper-V offers granular control that minimizes downtime by letting you restore complete VM images or individual Windows files faster and more reliably. Through automatic integration with a wide range of backup devices, you can protect virtualized data and safely store it offsite to meet disaster-recovery and business-continuity goals for virtual environments.

1.2.0 Key Benefits Increase Confidence When Deploying Plug-in for Hyper-V – Plug-in for

Hyper-V is flexible enough to account for a number of recovery scenarios. By relying on the plug-in to implement your backup policies, you can focus on more critical tasks without risking your ability to recover exactly what is needed in the event of a failure. Plug-in for Hyper-V also empowers the storage administrator to create a comprehensive and flexible backup policy and reduces the need for scripting, which may increase the risk of syntax or human errors.

Chapter 1Introducing Plug-in for Hyper-V

6

Reduce Risk with Flexible Backup and Recovery Options – Plug-in for Hyper-V equips administrators with a powerful set of tools to simplify backup and recovery of business-critical VMs. The Volume Shadow Copy Service (VSS)-based backup provides a simple method to protect VMs including their applications. Full image-based backups protect the VM from failures while also providing flexibility to support test environments and disaster recoveries. Individual file backups on Windows Guest operating system (OS) offers faster backup, reduces storage utilization, server load, and the amount of data transferred over the network. Plug-in for Hyper-V offers the choice to restore a complete VM image or individual files. Further flexibility comes from the ability to relocate individual files to an alternate directory.

Maximize Information Technology (IT) Efficiency – Plug-in for Hyper-V reduces administrator involvement in the recovery process while delivering faster and more reliable recoveries. Less-experienced staff can confidently initiate restores correctly and as quickly as possible, thereby reducing downtime and improving business continuity and freeing administrators from being available 24x7. Routine administrative options can be performed by less-experienced personnel allowing administrators to create comprehensive backup policies with a reduced need to understand Plug-in for Hyper-V internals. The plug-in uses an automated workflow with point-and-click options for tasks such as defining backups and submitting job scheduling.

Ensure Enterprise-Class Business Continuity – With offsite backups being an important part of the data-protection plan for any mission-critical application, Plug-in for Hyper-V takes advantage of NVBU’s fundamental integration with a wide range of backup devices. Plug-in for Hyper-V gives you the confidence that your virtualized environments are protected and stored offsite for disaster-recovery purposes.

1.3.0 Feature Summary VSS-based VM backups, including Cluster Shared Volumes (CSVs)

Full image-based backups

Full and incremental individual-file backups on Windows Guest OS

Single plug-in for image-level and individual-file backups

Protection down to individual-file level

Job scheduling

Point-and-click GUI

Test-environment and disaster-recovery support

Restores of complete VM image or individual Windows files

Relocate individual files to alternate directory


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1.4.0 Target AudienceThis guide is intended for users who are responsible for the backup and recovery of VMs. Familiarity with Windows Server administration and the OS under which Plug-in for Hyper-V is running is assumed. Advanced knowledge of VMs would be useful for defining an efficient backup-and-recovery strategy.

1.5.0 Recommended Additional ReadingQuest Software recommends that you have the following documentation available for reference while setting up and using this plug-in.

Microsoft Hyper-V: Backing Up and Restoring Virtual Machines

http://msdn.microsoft.com/en-us/library/dd405549(VS.85).aspx

NVBU documentation:

Quest NetVault Backup Installation/Upgrade Guide – This guide provides complete details on installing the NVBU Server and Heterogeneous Client software.

Quest NetVault Backup Administrator’s Guide – This guide explains how to use NVBU and describes the functionality common to all plug-ins.

Quest NetVault Backup Configuration Guide – This guide explains how to change the preferences and default settings for NVBU.

Quest NetVault Backup Command Line Interface Reference Guide – This guide provides a detailed description of the command line utilities.

You can download these guides from the Quest web site at:

https://support.quest.com/Search/SearchDownloads.aspx

http://msdn.microsoft.com/en-us/library/dd405549(VS.85).aspx

https://support.quest.com/Search/SearchDownloads.aspx

Chapter 1Introducing Plug-in for Hyper-V

8

1.6.0 About Quest SoftwareEstablished in 1987, Quest Software (Nasdaq: QSFT) provides simple and innovative IT management solutions that enable more than 100,000 global customers to save time and money across physical and virtual environments. Quest products solve complex IT challenges ranging from database management, data protection, identity and access management, monitoring, user workspace management to Windows management. For more information, visit www.quest.com.

1.6.1 Contacting Quest Software

For regional and international office information, refer to the web site.

1.6.2 Contacting Quest SupportQuest Support is available to customers who have a trial version of a Quest product or who have purchased a Quest product and have a valid maintenance contract. Quest Support provides unlimited 24x7 access to our Support Portal at www.quest.com/support.

From our Support Portal, you can do the following:

Retrieve thousands of solutions from the online Knowledge Base.

Download the latest releases and service packs.

Create, update, and review Support cases.

View the Global Support Guide for a detailed explanation of support programs, online services, contact information, policies, and procedures. The guide is available at www.quest.com/support.

Email: [email protected]

Mail: Quest Software, Inc.World Headquarter5 Polaris WayAliso Viejo, CA 92656USA

Web site: www.quest.com

mailto:[email protected]


http://www.quest.com/database-management/

http://www.quest.com/data-protection/

http://www.quest.com/identity-management/

http://www.quest.com/foglight/

http://www.quest.com/workspace/

http://www.quest.com/workspace/

http://www.quest.com/windows-management/


http://www.quest.com/support

http://www.quest.com/support


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Chapter 2:

INSTALLING OR REMOVING THE PLUG-IN

Deploying the Plug-in

Prerequisites

Installing PowerShell and Configuring the Execution Policy

Installing Integration Services

Installing NVBU Server and Client Software

Installing the Plug-in

Removing the Plug-in

2.1.0 Deploying the Plug-inPlug-in for Hyper-V is installed on the Hyper-V Server, which is the physical machine that hosts the VMs — it is not installed on each of the protected VMs.

Figure 2-1:Deployment

overview

NetVault Backup Server Hyper-V Server

VirtualMachine

VirtualMachine

VirtualMachine

Plug-in for Hyper-V for Windows

NetVault Backup Server

Chapter 2Installing or Removing the Plug-in

10

2.2.0 PrerequisitesBefore installing Plug-in for Hyper-V, make sure that the following prerequisites are met on the system designated as the Hyper-V Server.

2.2.1 Installing PowerShell and Configuring the Execution PolicyBefore you can use Plug-in for Hyper-V, PowerShell must be installed on the Hyper-V Server and the execution policy must be set to RemoteSigned. You can install PowerShell from the Server Manager on the Hyper-V Server. After you have installed it, run the following command from the PowerShell command prompt:

Set-ExecutionPolicy RemoteSigned

2.2.2 Installing Integration ServicesTo perform file-level backups, the Integration Services must be installed on the VM from the Hyper-V Server.

1. In the Virtual Machine window on the Hyper-V Server, go to the Action menu, and select Insert Integration Services Setup Disk.

Figure 2-2:VM Action

menu

2. When the AutoPlay dialog appears that allows installation of the Hyper-V Integration Services, click Install Hyper-V Integration Services.

Figure 2-3:Autoplay

dialog

3. When the Installation Complete dialog appears, click Yes to restart the VM and complete the installation.


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2.2.3 Installing NVBU Server and Client SoftwareAt a minimum, the NVBU Client software must be installed on the Hyper-V Server. For instructions on installing the NVBU Client software and adding the Hyper-V Server as a Heterogeneous Client, refer to the Quest NetVault Backup Installation/Upgrade Guide.

2.3.0 Installing the Plug-inTo install Plug-in for Hyper-V, perform the following steps:

1. From the NVBU Console on the NVBU Server, open the NVBU Client Management window (via either of the toolbar buttons or by clicking Administration > Client Management).

2. On the Clients tab, locate the Hyper-V Server, right-click it, and select Install Software.

3. On the dialog that appears, navigate to the location of the “.npk” installation file for the plug-in (on the installation CD or the directory to which the file was downloaded from the Quest Software web site).

Depending on the OS, the path for this software may vary on the installation CD.

4. Select the file named “hv-xxxx.npk” (where xxxx represents the platform and version number), and click Open to begin the installation process.

5. When the Install Software dialog appears that indicates the software was successfully installed, click OK to dismiss it.

2.4.0 Removing the Plug-inTo remove Plug-in for Hyper-V, perform the following steps:

1. Before removing the plug-in, make sure that there is no mounted VM in the NVBU Backup window.

2. In the NVBU Client Management window, locate the Hyper-V Server on which the plug-in is installed, right-click it, and select Remove Software.

3. On the Remove Software dialog, select Hyper-V Plugin, and click Remove.

4. When the next Remove Software dialog appears, click OK to proceed (or Cancel to abort).

5. When the confirmation message appears that indicates the software was removed, click OK to close the dialog and return to the NVBU Client Management window.

Chapter 2Installing or Removing the Plug-in

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Chapter 3:

CONFIGURING THE PLUG-IN Configuring Default Settings

3.1.0 Configuring Default SettingsBefore you start using the plug-in for backups and restores, you must configure the Working Directory and indicate whether to Mount VMs in place if they are not running.

Important: If the Working Directory configuration value is modified while a VM is currently mounted, the plug-in cannot unmount the VM properly. You must unmount all VMs before modifying the Working Directory configuration value.

To configure the plug-in, perform the following steps:

1. Open the Configure dialog using any of the following methods:

Using NVBU Configurator:

a. Start the NVBU Configurator.

b. Select the Plugin Options tab, and then select the Plug-in for Hyper-V subtab.

Using Remote Configurator:

a. Open the NVBU Client Management window.

b. In the Clients list, right-click the NVBU Server, and select Configure.

c. In the Remote Configurator, select the Plugin Options tab, and then select the Plug-in for Hyper-V subtab.

Using NVBU Console:

a. Open the NVBU Backup window.

b. On the Selections tab, open the NVBU Server node.

c. Right-click Hyper-V Plugin, and select Configure.

2. Specify the following default configuration options:

Working Directory – Specify a path to store the intermediate data temporarily during backups and restores. This should be a directory on the Hyper-V Server on which the plug-in is installed. Ensure that the specified directory exists. No validation is performed at this point. The default is: C:\HyperV_APM_Working_dir.

During backup, Plug-in for Hyper-V uses this directory as the mount folder and loads the snapshot onto it, so make sure that it has sufficient space to

Chapter 3Configuring the Plug-in

14

hold the contents of the largest VM that will be backed up. The plug-in does not currently verify that the space available is sufficient for mounting the virtual disk images. In addition, this Working Directory also holds all the restored files during Image-level Restore and Recovery. In some cases, the plug-in must copy the files from a VSS snapshot to the Working Directory before being able to mount the VM’s File System. This copy operation includes all files associated with that VM, including configuration files, disk files, and snapshot files.

Mount VM in place if VM is not running – When enabled, this option allows the plug-in to mount the actual files of a VM that is not running and browse for file-level backup selection. If the VM is running, the plug-in makes a copy of the actual files on the VM and mounts only the copy.

Important: Because Plug-in for Hyper-V mounts the actual files of a VM that is not running, you must unmount the VM before powering it on to avoid data corruption.

Figure 3-1:Configure

dialog

3. Click OK to save the settings.


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Chapter 4:

BACKING UP DATA

Available Backup Types

Important Considerations

Performing Image-Level Backups

Selecting Data for Backup

Finalizing and Submitting Jobs

Performing File-Level Backups


Setting Plug-in for FileSystem Backup Options


4.1.0 Available Backup TypesPlug-in for Hyper-V supports both image-level and file-level backups. While the image-level backups are OS-neutral and can be performed on any VSS-compliant Guest OS (as described in the next section, there are network-connectivity issues with non-VSS-compliant VMs), file-level backups are supported only on the Windows Guest OS. This section briefly describes the backup types supported by the plug-in.

Image-level Backups – Backs up all disk and configuration files associated with a given VM, enabling restoration of the entire VM. You can use this type of backup in the event of hardware failure or accidental deletion of the VM disk files.

File-level Backups – Backs up individual files and folders in Windows Guest OS, which you can use to restore one or more files and folders. This type of backup is suitable for recovering from data loss due to user errors, data corruption or accidental deletion of files. The plug-in internally uses the Quest NetVault Backup Plug-in for FileSystem (Plug-in for FileSystem) for performing file-level backups. The supported file-level backup types include the following:

Full Backup – Backs up all the selected files and folders. The Full Backup serves as the base for the future Incremental and Differential Backups.

Incremental Backup – Backs up files that have changed or are new since the last backup, whether Full or Incremental Backup.

Differential Backup – Backs up files and folders that have changed or are new since the last Full Backup.

Chapter 4Backing Up Data

16

4.2.0 Important Considerations An image-level backup and a file-level backup must not be scheduled to run

at the same time. Running an image-level and a file-level backup for the same or different VMs simultaneously may result in failure of one of these jobs because Plug-in for Hyper-V allows only a single snapshot for a VM at any given point of time.

Plug-in for Hyper-V allows only a single snapshot for a VM at any given point of time. So, while a VM is mounted, trying to mount the same VM from another NVBU Backup window (on the same or different system) will interfere with the first operation and must not be attempted.

Backups cannot be performed if the Hyper-V Server is in maintenance mode or inaccessible.

Plug-in for Hyper-V supports the backup of databases that reside on VMs provided the databases are in a consistent state. The vendor, such as the VSS Writer for SQL Server and Oracle, must support the handling of consistent data before it provides the data to the plug-in. If an inconsistent snapshot error (VSS_E_WRITERERROR_INCONSISTENTSNAPSHOT) occurs, the plug-in notes this information in the debug trace and continues with the backup process.

If you use the VSS backup method to support a failover cluster with CSVs, make sure that you create backup jobs that are scheduled to run at different times for the different nodes in the cluster. Only one node functions as the owner of the CSV at a time, so the jobs must run separately to prevent the backup from failing. If an overlap occurs (that is, the second job starts before the first job completes) and the first job fails, subsequent backups will also fail until you manually delete the folder with the corresponding VM's name from the Working Directory.

Online image-level backups of non-VSS-compliant VMs, such as Linux and Windows OSs earlier than 2003, are not fully supported. During backup, these VMS are placed in a Saved State, which causes the VM to lose its network connection. Connectivity is restored after the snapshot is taken. After completing a restore and recovery, a VM is also left in a Saved State. You must manually delete the Saved State before you start the VM.

4.3.0 Performing Image-Level BackupsThe procedure for performing image-level backups includes the following steps:




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4.3.1 Selecting Data for BackupTo select data for a backup, perform the following steps:

1. From the NVBU Console on the NVBU Server, open the NVBU Backup window (via either of the toolbar buttons or by clicking Operations > Backup).

2. On the Selections tab, open the NVBU Client on which the plug-in is installed.

To open any node on the Selections tab, do either of the following:

Double-click the node.

Right-click the node, and select Open.

3. In the list of plug-ins, right-click Hyper-V Plugin, and select Open.

4. Expand the localhost node to display the list of VMs.

5. Select the localhost node to include every VM that exists at the time of backup, or select individual VMs to back up a specific set of VMs.

Important: If VMs are explicitly selected with a big green check mark, only the selected VMs are included in the backup, even if new VMs have been added to the Hyper-V Server since the last backup.

Figure 4-1:Plug-in

expanded to display VMs

for inclusion in backup

Note: There are no options available on the Backup Options tab for a Plug-in for Hyper-V image-level backup.


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4.3.2 Finalizing and Submitting JobsTo finalize and submit a backup job, perform the following steps:

1. Select the Schedule, Target, and Advanced Options tabs, and configure the required options.

These options are common to all NVBU Plug-ins. For more information, refer to the Quest NetVault Backup Administrator’s Guide.

2. In Job Title, enter a suitable title for the job.

Specify a detailed title that lets you easily identify the job for monitoring its progress or restoring data.

3. Click Submit on the toolbar, or select Accept > Submit Backup.

You can monitor the job progress via the NVBU Jobs window and view the logs via the NVBU Logs window. For more information, refer to the Quest NetVault Backup Administrator’s Guide.

4.4.0 Performing File-Level BackupsFile-level backups are available only for VMs running the Windows OS. The procedure for performing file-level backups includes the following steps:


Setting Plug-in for FileSystem Backup Options


These steps are described in detail in the sections that follow.

4.4.1 Selecting Data for BackupTo select data for a backup, perform the following steps:






3. In the list of plug-ins, right-click Hyper-V Plugin, and select Open.

4. Expand the localhost node to display the list of VMs.

5. Right-click the VM for which the file-level backup will be performed, and select Mount.


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Depending on the file size of the VM disk files, the mount operation may take some time. The following will occur after the mount is successful:

A folder with the same name as the VM is created in the Working Directory that was specified during configuration, described in Configuring Default Settings.

A Drives node appears beneath the VM node.Figure 4-2:

Mounted VM with drives displayed

6. Open the Drives node to display the available drives.

7. Select the drives or open the nodes further to display the directory tree, and select the required files and folders.


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4.4.1.a Important Considerations After mounting a VM, you must not explicitly select the VM node on the

selection tree. This would cause a job to fail. For a file-level backup of all drives, select each drive individually.

The plug-in does not know what internal drive letters are being used by a guest VM for its volumes. When the volumes of a Windows guest are enumerated, the plug-in will auto assign drive letters starting at C:, and it will continue sequentially from there. If the guest has gaps in drive letter assignment, those gaps are not reflected in the Plug-in for Hyper-V browser. For example, if the guest VM has 2 volumes C: and E:, those volumes will appear as C: and D: in the plug-in’s browse tree.

When a VM is mounted for file-level browsing, the plug-in can only assign 24 drive letters, starting at C: and ending at Z:.

When a VM is mounted for file-level browsing and selection, a VSS snapshot is taken of the target VM and the shadow copy is used for the browse operation. This essentially freezes the files being browsed to that point in time. If the VM is running and changes are being made to those files, those changes are not reflected in the copy being browsed. If a backup operation is submitted before an unmount is performed, any changes made to the guest files between the point in time when the Mount and the Submit Job are not reflected in backup. To avoid this, be sure to Unmount the VM after the files have been selected and before the job is submitted; to unmount the VM, right-click the client and select Unmount (closing the selection windows does not unmount the VM).

Selection Set lets you save the frequently selected data items in a composite set, which you can easily access for future backup jobs. This eliminates the need to select these items manually each time a backup is performed, and ensures that the same data set is selected for the subsequent backups.

Selection Sets are common to all NVBU plug-ins. For more information, refer to the Quest NetVault Backup Administrator’s Guide.


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4.4.2 Setting Plug-in for FileSystem Backup OptionsThe next step in the backup procedure involves the following tasks:

Specifying a Backup Method

Specifying a Backup Type

Setting Backup Options

Figure 4-3:Backup

Options tab for file-level backup

4.4.2.a Specifying a Backup MethodPlug-in for FileSystem supports the following methods for VM, file-level backups. Select the applicable option:

Standard – The legacy backup method uses file-system application programming interfaces (APIs) for backing up files and folders on the NVBU Client.

Volume Shadow Copy Service (VSS) – The VSS backup method is supported on Windows 2003, Vista, and 2008. It uses the VSS technology to create consistent point-in-time copies of data known as shadow copies. The shadow copies have two primary advantages:

They allow the creation of consistent backups of a volume, ensuring that the contents cannot change while the backup is being made.


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They avoid problems of file locking. By creating a read-only copy of the volume, backup programs are able to access every file while minimizing interruption to other applications that are writing to those same files.

4.4.2.b Specifying a Backup TypePlug-in for FileSystem supports the following types for VM, file-level backups. Select the applicable option:

Full Backup – This method backs up all the selected files and folders. Full Backups take longer to complete and consume more backup media. However, restores are faster because the plug-in only has to restore a single saveset. A Full Backup serves as the base for the future Incremental and Differential Backups.

Incremental – This method backs up files that were created or modified since the last Full or Incremental Backup. Incremental Backups consume minimum storage space and are quicker to perform. However, data recovery takes longer and might require the plug-in to access several savesets, depending on the number of incremental savesets that must be restored.

Differential – This method backs up files that were created or modified since the last Full Backup. Differential Backups speed up recovery because the plug-in is only required to restore two savesets. However, they consume more storage space and take longer than the Incremental Backups. The Differential Backups duplicate the data backed up by previous backups of the same type.

4.4.2.c Setting Backup OptionsPlug-in for FileSystem supports the following options for VM, file-level backups. Select the applicable options:

Check for Files Being Modified During Backup – To mark files modified during backup, select this check box. The Plug-in for FileSystem marks such files as in flux. During restore, the files marked as in flux are not restored by default. You can override the default action by selecting the Restore Files Modified During Backup option on the Restore Options tab.

Enable Restartable Backup – The Plug-in for FileSystem provides the ability to stop a running job and resume it any time later from the point the backup was stopped. To use this feature, you must configure a job as restartable. When you stop the job, the plug-in generates an index for the files backed up and writes it to the backup media and the NetVault Backup (NVDB). When you restart the job later, the plug-in runs an incremental job to back up the remaining files and folders. You can stop and resume a backup job from the NVBU Jobs window. You can only use this feature with a backup Selection Set. For more information on stopping and resuming a backup job, refer to the Quest NetVault Backup Administrator’s Guide.


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Path to Backup Log – To generate a backup log file, enter the directory and the file name in the box. The log contains the list of all files selected for a backup. You can use this option with an incremental backup to find out which new or changed files have been backed up. If you enter an existing file name, the Plug-in for FileSystem will overwrite the file.

4.4.3 Finalizing and Submitting JobsTo finalize and submit a backup job, perform the following steps:

1. Select the Schedule, Target, and Advanced Options tabs, and configure the required options.




3. Click Submit on the toolbar, or select Accept > Submit Backup.


Important: A mounted VM is automatically unmounted after the file-level backup is completed.


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25

Chapter 5:

RESTORING DATA

Restoring Image-Level Backups

Prerequisites

Selecting Data to Restore

Setting Restore Options


Restoring File-Level Backups

Prerequisites



Selecting Target Clients


Additional Features Available on the Selections Tab

5.1.0 Restoring Image-Level BackupsWhen performing image-level restores, you can restore the entire VM hierarchy to the Working Directory on the Hyper-V Server or you can perform an image-level recovery, which restores the entire VM and establishes a new version of that VM in Hyper-V Manager.

Restore Image-Level Backups – Image-level restores restore the entire VM hierarchy, including:

Virtual Disk Files

Save State Files

Configuration Files

Snapshots

These files are restored into the Working Directory associated with the selected VM as designated during configuration, described in Configuring Default Settings.

At this point you could perform any manual operations desired on the files, such as merge disks, manually mount snapshots, or even perform a manual recovery. You could even use the restored files and directory hierarchy to recover to an alternate Hyper-V Server.

Chapter 5Restoring Data

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Important: All the files for the specified VM are restored to a Restores directory under the configured Working Directory. The entire hierarchy for the VM is restored to match the hierarchy that was backed up, starting with the drive letter that originally hosted the backed up VM. This is intended so that a manual recovery operation could be performed via a copy utility, starting at the drive-letter-based root directory.

Recover Image-Level Backups – Image-level recovery restores the entire VM and establishes a new version of that VM in Hyper-V Manager. An Image-level recovery is similar to an Image-level restore, but with the addition of automatically taking the restored image and putting it back in service.

The procedure for restoring an image-level includes the following steps:

Prerequisites



These steps are detailed in the sections that follow.

5.1.1 PrerequisitesBefore performing an image-level recovery in which the entire VM will be restored and a new version will be established in Hyper-V Manager, ensure that the VM is powered down and that none if its files are open. The plug-in’s recovery process will overwrite the existing VM, and write-access is required.

5.1.2 Selecting Data to RestoreTo select data to restore, perform the following steps:

1. From the NVBU Console on the NVBU Server, open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore).





3. In the list of plug-ins, right-click Hyper-V Plugin, and select Open to display the backup savesets created with the plug-in.

Each saveset is labeled with its Job Title followed by the Saveset ID and the Backup Timestamp.

4. Open the required backup saveset.


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5. From this level, double-click a node to open it (or right-click the node, and select Open).

Figure 5-1:Savesets for image-level

backups displayed on

Selections tab

6. Open the localhost node to display the VMs.

7. Select one or more VMs to restore.

5.1.3 Setting Restore OptionsTo set the restore options, perform the following steps:

1. Select the Restore Options tab.

2. To restore the entire VM and establish a new version of that VM in Hyper-V Manager, select Recover Virtual Machine.

If you clear the Recover Virtual Machine check box, the entire VM hierarchy, including Virtual Disk Files, Save State Files, Configuration Files, and Snapshots, is restored to the Working Directory.

Figure 5-2:Enable

Recover Virtual

Machine on the Restore Options tab

3. When Recover Virtual Machine is selected, select the Delete restored VM copy from working directory after recovery option if you want to remove the restored files under the Working Directory after a successful recovery.


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5.1.4 Finalizing and Submitting JobsTo finalize and submit a restore job, perform the following steps:

1. Select the Source, Schedule, and Advanced Options tabs, and configure the required options.




3. Click Submit on the toolbar, or select Accept > Submit Restore.


5.2.0 Restoring File-Level BackupsPlug-in for Hyper-V provides the following two methods to restore file-level backups:

Using Network Share – This method does not require an instance of NVBU Client running locally on the VM. The restores are performed to the network share on the VMs using the Plug-in for FileSystem installed on the Hyper-V Server.

Using Virtual Machine Local Installed Plug-in for FileSystem – This method is suitable if an instance of NVBU Client is already running on the VM for more granular protection and recovery of application data. The VM is treated as any other physical NVBU Client for the File System restores.

Important: If neither of the preceding methods are used, the files are restored to the Hyper-V Server by default. You must copy the restored files manually to the VM from the Hyper-V Server. If you do not use the Rename feature, files are restored to the equivalent location in the file hierarchy on the Hyper-V Server (for example, files that were in C:\example are in C:\example on the Hyper-V Server).

The procedure for restoring the file-level backups includes the following steps:

Prerequisites



Selecting Target Clients



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5.2.1 PrerequisitesIf a network share will be used to restore the individual files to the VM, perform following steps to set up the network share:


2. On the Selections tab, open the NVBU Client on which Plug-in for Hyper-V is installed.




3. In the list of plug-ins, right-click FileSystem Plugin, and select Open.

4. Right-click the Network Shares node, and select Add Network Share.

5. In the Add New Network Share window, enter the filepath for the shared drive in the format:

\\<IPAddress or ResolvableNetworkName>\<ShareName>\

6. To add the shared folder to the Network Shares node, click Add.

7. Right-click the shared folder, and select Connect As.

8. In the Connection Details window, configure the login details:

Domain – Enter the Windows domain for the VM.

Username – Enter a user name with necessary privileges to write/change files on the shared folder.

Password – Enter the password associated with the user specified in the preceding field.

9. Click OK.

5.2.2 Selecting Data to RestoreTo select the data to be restored, perform the following steps:

1. From the NVBU Console on the NVBU Server, open the NVBU Restore window (via either of the toolbar buttons or by clicking Operations > Restore).

2. On the Selections tab, open the NVBU Client on which Plug-in for Hyper-V is installed.




3. In the list of plug-ins, right-click FileSystem Plugin, and select Open.


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Because Plug-in for Hyper-V internally uses the Plug-in for FileSystem to perform the file-level backups for the VMs, the savesets for these backups are organized under the Plug-in for FileSystem.

To distinguish the savesets generated for the VMs, the VM name is appended to the Job Title. Thus, the label for the savesets will contain the Job Title, followed by the VM Name, Saveset ID, and Backup Timestamp.

4. Open the required backup saveset to display the directories and files contained within.

5. From this level, double-click a node to open it (or right-click the node, and select Open).

6. Select the files/directories to be restored by selecting the appropriate nodes.Figure 5-3:

Savesets for file-level restores

displayed onSelections tab

7. If a network share is used to restore the individual files to the VM, do the following:

a. Right-click the file or folder, and select Rename.

b. In the Restore Rename window, enable Relocate To.

c. In the text box to the right, enter the network share path.


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5.2.3 Setting Restore OptionsTo set the restore options, open the Restore Options tab, and set the required options:

Figure 5-4:Restore

Options tab for file-level restores

Overwrite Newer Files – To overwrite the files on disk with the version in the saveset, leave this check box selected. If you do not want to overwrite the files that are present on the disk, clear this check box.

Reset File Timestamps – To reset the timestamps for the restored files to what is recorded in the backup, leave this check box selected. If you want to restore the files and use the current datestamp, clear this check box.

Reset Directory Timestamps – By default, directory timestamps are reset to the time of the restore job. To reset the timestamps to what is recorded in the saveset, select this check box. To reset the timestamps for the restored directories to what is recorded in the backup, you must also select the preceding Reset File Timestamps check box.

Restore Files Modified During Backup – To restore files that were marked as in flux during backup, select this check box.

Path to Restore Log – To generate a restore log file, enter the directory and file name in the box. The log file contains the list of all files selected for a restore. If you specify an existing file name, the Plug-in for FileSystem will overwrite the file.

Exclusion List Path – To use an exclusion list, enter the path in this box. For more information on creating exclusion lists, refer to the Quest NetVault Backup Administrator’s Guide.

5.2.4 Selecting Target ClientsIf you are using the Plug-in for FileSystem installed on the local VM to perform the restore, open the Target Client tab, and select the target VM.


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5.2.5 Finalizing and Submitting JobsTo finalize and submit a restore job, perform the following steps:

1. Select the Source, Target Client, Schedule, and Advanced Options tabs, and configure the required options.




3. Click Submit on the toolbar, or select Accept > Submit Restore.


5.3.0 Additional Features Available on the Selections TabThis section provides a brief description of the additional features present on the Selections tab of the NVBU Restore window. These features are common to all NVBU plug-ins. For more information, refer to the section dedicated to Restore functionality in the Quest NetVault Backup Administrator’s Guide.

Sorting the savesets – To sort the savesets listed on the Selections tab, select one of the following methods in the Selection Method list:

Plugin – This is the default method. The savesets are ordered according to the plugin used to generate them.

Backup Set – To sort the savesets by the Selection Set used for the backup, select Backup Set.

Job – To sort the savesets by the Job Title, select Job.

Filtering the savesets – To filter the savesets displayed on the Selections tab, configure the following parameters under Filter Options:

By Date Range – Select the By Date Range check box, and enter or select the From and To dates in the boxes provided to list the savesets generated during a given period.

Show On-line Status – Select the Show On-line Status check box to list the savesets stored on the currently online media.

Click Apply Filter to set the filter.

Searching for data items – To find a data item inside a saveset, right-click it, and select Search. Enter the item name in the Search String box, and click Search.


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Viewing the media list – To view the media list for a saveset, right-click it, and select Media List.

Compressing indexes – To compress the online indexes to reduce the space used by the NVDB, right-click the target Client or the saveset, and select Compress. The index is automatically decompressed when you open a saveset to browse or restore the data.


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Appendix A:

TROUBLESHOOTING

Backup Job Fails While Using VSS Snapshot

A.1.0 Backup Job Fails While Using VSS SnapshotIf a backup job is aborted or fails while a VSS snapshot is being used, the plug-in might not clean up the VSS snapshot. If this happens, you can use a tool such as Microsoft’s CLI diskshadow.exe to remove the snapshot.

1. After diskshadow is run from the command line, execute the following commands at the DISKSHADOW> prompt to find and remove the orphaned shadow copy.

list shadows all

The preceding command will list the current shadow copies.

2. Look through the list of shadow copies noting the Exposed Locally as field.

3. Find the field with the exposed directory name that matches the VM name used during the aborted or failed job.

4. Using the Shadow copy ID field from that entry, run the following command:

delete shadows ID <ShadowCopyIDofAbortedOrFailedJob>

5. Navigate to the configured Working Directory, and delete the folder with the VM name used during the aborted or failed job.

Appendix ATroubleshooting

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Documents

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