Recovery-SeriesandUEB Administrator'sGuide Release9 · DocumentVersion7.05202016 Recovery-SeriesandUEB Administrator'sGuide Release9.0 CONFIDENTIAL|©2016Unitrends |

Document Version 7.05202016

Recovery-Series and UEBAdministrator's Guide

Release 9.0

CONFIDENTIAL | ©2016 Unitrends | www.unitrends.com

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Copyright

Copyright © 2016 Unitrends Incorporated. All rights reserved.

Content in this publication is copyright material and may not be copied or duplicated in any form withoutprior written permission from Unitrends, Inc (“Unitrends”). This information is subject to change withoutnotice and does not represent a commitment on the part of Unitrends.

The software described in this publication is furnished under a license agreement or nondisclosureagreement. The software may be used or copied only in accordance with the terms of the licenseagreement. See the End User License Agreement before using the software.

The software described contains certain open source components that are copyrighted. For open sourcelicenses, see the UnitrendsOpen Source Compliance section of the product Administrator’s Guide.

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ContentsChapter 1: Introduction 15

About this Guide 15

Using this guide 16

Typographical conventions 16

Glossary of terms and acronyms 17

Support for Unitrends Recovery-Series and UEB appliances 20

Navigating the User Interface 21

Dashboard 21

Protect 24

Recover 26

Jobs 27

Reports 28

Configure 29

Appliances tab 29

Protected Assets tab 30

Copied Assets tab 31

Global Options toolbar 32

Chapter 2: Protection Overview 35

Data protection best practices 35

Types of data protected 37

Backups 38

Backupmodes 38

Backup groups 41

Backup strategies 42

Storage space and backup retention 43

Backup copies 43

Recovery 44

Chapter 3: Configuration 45

Appliance superuser account settings 45

Appliance settings 45

Preparing tomanage the appliance 45



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Viewing appliances 51

Managing appliances 52

Backup storage 62

About adding backup storage to a UEB appliance 63

Additional recommendations 63

Procedures for adding attached disk backup storage 64

Procedures for adding external storage 66

Backup copy targets 69

Adding a Unitrends Cloud backup copy target 70

Adding a Unitrends appliance backup copy target 70

Configuring connection options 73

Setting up cross-copy between two Unitrends appliances 75

Adding an eSATA or USB backup copy target 76

Adding a cloud backup copy target 77

Adding an attached disk backup copy target 79

Adding a NAS backup copy target 80

Adding a SAN backup copy target 82

Managing backup copy targets 83

Networks 85

Protected assets 87

Preparing tomanage assets 87

Managing protected assets 90

Viewing all protected assets 91

Managing physical assets 91

Managing NAS assets 93

Managing application assets 94

Managing virtual hosts 97

Managing virtual machine assets 99

Encrypting backups 100

Managing asset credentials 100

Managing retention settings 101

Installing theWindows agent 102


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Windows agent requirements 102

Push-installing theWindows agent 103

Manually installing theWindows agent 103

Updating theWindows agent 107

Push installing agent updates 107

Push install update notifications 107

Additional requirements for push installation 108

Manually updatingWindows agents 109

Installing and updating the Linux agent 110

Preparing to install the Linux agent 110

Installing the Linux agent 112

Configuring a Linux firewall to communicate with the Unitrends appliance 115

Removing the Linux agent 115

Installing and updating the AIX agent 115

Removing the AIX agent 116

Installing and updating the HP-UX agent 116

Removing the HP-UX agent 117

Installing and updating theMac agent 117

Removing theMac agent 118

Installing and updating the Novell Netware agent 118

Removing the Novell Netware agent 120

Installing and updating the Novell OES Linux agent 121

Removing the Novell OES Linux agent 122

Installing and updating the SCOOpenServer agent 122

Removing the SCOOpenServer agent 123

Installing and updating the Solaris agent 124

Removing the Solaris agent 124

Installing and updating the UnixWare agent 125

Removing the UnixWare agent 126

Grouping assets in custom folders 126

Copied Assets 130

Chapter 4: Backup Administration and Procedures 133



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Creating backup jobs 133

Preparing to create backup jobs 133

Selecting assets to back up 134

Backup job procedures 134

Creating backup copy jobs 140

Preparing to create a backup copy job 140

Selecting assets for backup copy 141

Backup copy job procedures 141

Managing scheduled jobs 144

Managing active jobs 147

Viewing recent jobs 149

Viewing system jobs 150

Deleting backups and backup copies 151

Chapter 5: Host-level Backups Overview 153

Hyper-V virtual machines 153

Preparing for Hyper-V backups 153

Best practices and requirements for Hyper-V protection 153

Protecting Hyper-V virtual machines at the asset level 157

Working with Hyper-V servers 159

Special considerations for adding Hyper-V clusters 160

Selecting Hyper-V VMs to protect 160

VMware virtual machines 161

Preparing for VMware backups 161

Best practices and requirements for VMware protection 161

Protecting VMware virtual machines at the asset level 165

Citrix XenServer virtual machines 170

Preparing for XenServer backups 170

Best practices and requirements for XenServer protection 170

Chapter 6: Asset-level Backups Overview 173

Considerations for asset-level backups 173

Chapter 7: NAS Backups Overview 177

Determining which NAS protocol to use 177


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NAS protection using CIFS/NFS 179

NAS protection using NDMP 180

Start protecting the NAS asset 185

Chapter 8: Application Backups Overview 187

Exchange backup requirements and considerations 187

Exchange agent requirements 187

Supported Exchange environments 188

Recommended Exchange configurations 188

Exchange backup considerations and requirements 188

Start protecting Exchange 190

SQL backup requirements and considerations 190

Supported SQL features 190

Requirements and considerations 191

Agent prerequisites for Microsoft SQL 191

SQL system requirements 192

Additional system requirements for SQL clusters and SMB 3.0 192

SQL cluster requirements and considerations 193

Requirements for SQL databases located on SMB 3.0 shares 194

Requirements for SQL Always Encrypted databases 195

Requirements for SQL Stretch databases 195

SQL Server recovery model considerations 196

SQL System databases 197

Example SQL Server backup strategies 198

Recommendations for full recovery model 198

Recommendations for bulk-logged recovery model 198

Automatic exclusion of SQL data during asset-level backups 198

Start protecting SQL 199

SharePoint backup requirements and considerations 199

SharePoint agent requirements 200

SharePoint configuration prerequisites 201

Oracle backup requirements and considerations 202

Oracle server, instance, and job requirements 203



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Guidelines for creating Oracle credentials 205

Start protecting Oracle 206

Upgrading to newer Oracle versions 206

Cisco UCS service profile backup requirements and considerations 207

About protecting Cisco UCS service profiles 207

Service profile protection requirements 208

Start protecting Cisco UCS service profiles 209

Chapter 9: iSeries Backups Overview and Procedures 211

Start protecting iSeries 211

Requirements and considerations for iSeries protection 211

Managing iSeries assets 215

Creating iSeries backup jobs 216

Chapter 10: Recovery Overview 219

Chapter 11: Recovering Backup Copies 221

Recovering Unitrends appliance backup copies 221

Recovering from cold backup copies 221

Chapter 12: Recovering Host-level Backups 223

Recovering a virtual machine 223

Preparing to recover a virtual machine 223

About recovering VMware VMs 223

About recovering Hyper-V VMs 224

About recovering XenServer VMs 224

Recovering a VM 224

Recovering files from virtual machine backups 225

Windows file-level recovery 225

Linux file-level recovery 227

Viewing a file recovery object 229

Virtual machine instant recovery 229

Audit mode 230

Instant recovery mode 230

Prerequisites and considerations 230

Prerequisites for VMware instant recovery 230


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Prerequisites for Hyper-V instant recovery 231

Preparing for instant recovery 233

Step 1: Back up assets 233

Step 2: Allocate storage for instant recovery 233

Step 3: Select and add a target host 233

Step 4: Perform instant recovery in audit mode 234

Step 5: Exit audit mode 234

Performing instant recovery 234

Tearing down the instant recovery object 236

Chapter 13: Recovering Asset-level Backups 239

Windows instant recovery 241

Windows instant recovery overview 241

Windows instant recovery requirements and prerequisites 243

VFC requirements 243

Requirements for protectedWindows server 246

Storage allocation 248

Configuring backups 249

Setting up a virtual failover client 249

Windows instant recovery administration procedures 250

Accessing a VFC in audit mode 250

Accessing a virtual failover client in livemode 253

Livemode recommendations 253

Tearing down a virtual failover client 256

Monitoring andmanaging virtual failover clients 256

Chapter 14: Recovering NAS Backups 259

Recovering NAS CIFS or NFS backups 259

Recovering NAS NDMP backups 261

Chapter 15: Recovering Application Backups 265

Recovering Exchange backups 265

Preparing to recover Exchange backups 265

About recovering Exchange 2016, 2013, and 2010 from a backup 265

About recovering Exchange 2007 from a backup 265



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About recovering Exchange 2003 from a backup 266

Recovering an Exchange database or storage group 266

Recovering to the original Exchange server 266

Recovering to a recovery area 267

Recovering to an alternate location 269

Recovering Exchange items 270

Recovering Exchange items directly from a backup 270

About the Exchange recovery session 271

Recovering Exchange items from a previously recovered backup 271

Recovering items with Kroll Ontrack PowerControls for Exchange 271

Recovering SQL backups 272

Considerations for recovering SQL backups 273

SQL recovery procedures 274

Recovering SharePoint backups 277

SharePoint recovery considerations 277

About the SharePoint recovery items session 277

SharePoint recovery procedures 278

Recovering items with Kroll 279

Recovering Oracle backups 281

Requirements and considerations 281

Recovering anOracle backup 281

Oracle share is unavailable 283

About the Oracle recovery object 283

Oracle recovery from aUnitrends appliance backup copy target 283

Recovering Cisco UCS service profile backups 285

Chapter 16: Recovering iSeries Backups 289

Chapter 17: Reports 291

Types of reports 291

Backup reports 292

Protection Summary report 292

Backup History report 295

Legal Hold Backups report 297


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Backup Failures report 298

Recover reports 300

Recovery History report 300

Backup Copy reports 301

Protection Summary report 302

Backup Copy Capacity report 305

Backup Copy - Hot Targets report 305

Backup Copies - Past 24 Hours report 307

Storage Footprint report 307

Backup Copy - Cold Targets report 307

Appliance reports 308

Update History report 309

Capacity report 309

Load report 310

Alerts report 310

Storage reports 311

Storage report 311

Data Reduction report 313

Working with reports 313



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Chapter 1: IntroductionUnitrends provides comprehensive data protection and recovery solutions for any IT environment.Our innovative solutions unite protection, recoverability, and data agility delivered through anintuitive user experience.

Unitrends appliances provide enterprise-class virtual, deep virtual, physical, and unified computeprotection. Use them to protect over 100 versions of servers, storage, operating systems,hypervisors, and applications, such as VMware, Hyper-V, Citrix XenServer, NAS, SAN, Windows,Linux, SQL, SharePoint, Exchange, andOracle.

Unitrends Recovery-Series is a family of physical backup appliances for virtual and physicalprotection. This all-in-one solution integrates enterprise backup and recovery software with purpose-built hardware. It can be seamlessly scaled by simply addingmore appliances as your environmentgrows.

Unitrends Enterprise Backup (UEB) is an all-in-one virtual backup and recovery software-onlysolution. UEB provides enterprise functionality, a common engine, and scalable data protection.This heterogeneous appliance protects systems residing on virtual, physical, and cloud-basedinfrastructure.

About this GuideThis guide describes how to administer Unitrends backup and recovery solutions using the currentUser Interface (UI). If you are using the legacy UI, see the Legacy Recovery-Series and UEBAdministrator's Guide. For UI considerations, seeWhich UI should I use? in the Recovery-Seriesand UEB UpgradeGuide.

Before getting started with this guide, youmust deploy your appliance and configure networksettings. For deployment instructions, see the following resources:

• Quick Start Guide for Recovery-Series Appliances• UEB Deployment Guide for VMware• UEB Deployment Guide for Hyper-V• UEB Deployment Guide for Citrix XenServer• UEB Deployment Guide for Installable SoftwareThis guide is intended for administrators and technical personnel responsible for configuring andadministering Unitrends appliances, and assumes intermediate to advanced computer skills.Procedures and considerations in this guide follow best practices and requirements for thesuccessful administration and configuration of your Unitrends backup and recovery solution.

Procedures in this guide cover supported features for Recovery-Series appliances, UnitrendsEnterprise Backup (UEB) editions, and Unitrends Free editions.

Supported features vary by appliance type and edition. To view supported features for yourappliance, consult the following resources at Unitrends.com:

• Unitrends Recovery-Series Features• Recovery-Series Appliance Family Datasheet• Unitrends Enterprise Backup (UEB) Editions


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All procedures are run from the appliance UI, unless otherwise specified. Elements in the UI aredynamic and display according to the appliance edition, environment, and type of data. Access theUI with a Firefox or Chrome Internet browser. Internet Explorer is not supported.

Using this guideUs in g th is g u id e

This guide provides conceptual, procedural, and referential information for the administration of yourUnitrends appliance. Unitrends recommends familiarizing yourself with this information beforeconfiguring and operating your appliance.

• Overviews of features and instructions include considerations, requirements, and prerequisiteinformation to assist in planning an effective protection strategy.

• Procedural information provides step-by-step instructions on performing backup and recoveryoperations. Instructions follow best practices for successful configuration and administration ofyour Unitrends data protection and recovery solution.See "Backup Administration and Procedures" on page 133 for instructions on performing,monitoring, andmanaging backup and backup copy jobs.For recovering backups, see the appropriate procedure for the backup type:

– Host-level — See "Recovering Host-level Backups" on page 223.– Asset-level — See "Recovering Asset-level Backups" on page 239.– Applications — See "Recovering Application Backups" on page 265.– NAS — See "Recovering NAS Backups" on page 259.– iSeries — See "Recovering iSeries Backups" on page 289.

• Cross-references and links throughout this guide provide access to additional sources ofinformation and assistance.

Typographical conventionsTy p o g ra p h ic a lc o n v e n tio n s

This guide uses some special typographical effects to convey certain information. Review thefollowing for additional information:

Typographical convention Description

Bold Indicates one of the following:

• Items you select in the UI, such as menu commands.• Text you enter in fields in the UI.

Courier Indicates one of the following:

• Text you enter via the command line, outside of the UI.• Output displayed by a system console, outside of the UI.

# Sample prompt displayed before text you enter via thecommand-line, outside of the UI.

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Typographical convention Description

Greater-than symbol (>) Separates sequential commands that you select or click in theUI.

Blue text Indicates one of the following:

• Link to the Unitrends website• Link to an external website• Cross reference to another section in this guide• Link to a Unitrends Knowledge Base article

Glossary of terms and acronymsGlo s s a ry o fte rms a n d a c ro n y ms

The following table describes the terms and acronyms commonly used in this document.

Term Definition

Added disk Applies to UEB on VMware, Hyper-V, and Citrix XenServerappliances only. Virtual disk storage created on the UEB VM'shypervisor that is added to the appliance to store backups. Alsocalled attached disk storage.

Agent Unitrends software installed onmachines you wish to protect withasset-level backups.

Appliance The Unitrends system that backs up and recovers data.Appliance can refer to:

• A physical Recovery-Series model. Consists of Unitrendshardware, Unitrends software, and additional configurationsettings.

• A Unitrends Enterprise Backup (UEB) system deployed as avirtual machine to a VMware, Hyper-V, or Citrix XenServerenvironment. Consists of the UEB VM, Unitrends software,attached storage, and additional configuration settings.

• A Unitrends Enterprise Backup (UEB) system deployed to aCentOS or RHEL server. Also known as UEB InstallableSoftware. Consists of your CentOS or RHEL server,Unitrends software, and additional configuration settings.



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Term Definition

Asset Physical and virtual machines, databases, and applicationsprotected by the Unitrends appliance. Equivalent to the legacyterm client.

Note: The appliance automatically detects the virtualmachines and applications on the virtual hosts andphysical assets you add to the appliance.

Backup copy Copy of a backup that is stored off-site. You can copy yourbackups to the following types of targets: Unitrends Cloud, asecondary Unitrends appliance, Cloud storage (managed byAmazon, Google, or Rackspace), disks, NAS devices, and othermedia.

IMPORTANT! Unitrends recommends having a second copy ofyour backups on one of these targets in order torecover from a disaster.

Equivalent to these legacy terms:

• Replication for hot backup copy to the Unitrends Cloud or toanother Unitrends appliance.

• Archiving for cold backup copies to other external media.

Backup group The appliance organizes backups into groups tomanagedependencies. A backup group contains a full backup and anysubsequent incrementals and differentials. A backup groupalways starts with a full backup.

Backupmode A backup's mode determines what data to include in the backup.Examplemodes: full, incremental, and differential.

Backup strategy Combination of backups and backup copies used to protectassets.

Dashboard A summary of the appliance’s status with topic-specific tiles thatcapture at-a-glance data for various aspects of the appliance.

Deduplication Specialized data compression technique that eliminates duplicatedata blocks.


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Term Definition

External storage Applies to backup storage for UEB on VMware, Hyper-V, andCitrix XenServer appliances only. SAN or NAS storage that isconnected directly to the UEB VM over the iSCSI, CIFS, or NFSprotocol.

Note: SAN or NAS storage can also be used to store backupcopies. This is supported on Recovery-Series and UEBappliances.

Global Options toolbar Toolbar across the top of the user interface that includes severalmenus to quickly edit global options, perform administrativetasks, and access additional resources.

Initial backup storage Applies to UEB on VMware, Hyper-V, and Citrix XenServerappliances only. Storage you attach to the UEB VM that is usedto store appliance configuration settings and backups. The initialbackup storagemust be 170GB - 64TB in size.

Initial disk Applies to UEB on VMware, Hyper-V, and Citrix XenServerappliances only. 100GB disk used to create the UEB VM. Whileinstalling the EXE or OVA, you select a datastore on the ESXihost that the installer uses to create this disk.

Instant Recovery (IR) Process that recovers a failed or corrupted virtual machine orWindows physical machine inminutes.

Job Procedures performed to protect assets. Multiple job types exist,all of which can bemonitored from the Active Jobs tile while inprogress.

Protected asset Any physical machine, virtual machine, or application protectedwith Unitrends backups. Equivalent to the legacy term client.

Recovery object Disk image created on the backup appliance during instantrecovery or during file-level recovery from a host-level backup.

Recovery Point Objectives(RPOs)

Desired number of recovery points.

Recovery TimeObjectives(RTOs)

Desired speed of recovery.

Replica Virtualized copy of an asset that can immediately assume the roleof that asset in case of failure. Created by performing instantrecovery.



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Term Definition

Resources Amount of space, bandwith, disk space, memory, etc, consumedby the job or object.

System load Amount of resources being used by the system at any given time.

Tile Topic-based sections of the dashboard.

Type Description of both a function (backup, recover) and the storagemedia, such as attached virtual disk. For example, an attacheddisk configured as backup storage.

UEB VM Applies to UEB on VMware, Hyper-V, and Citrix XenServerappliances only. Virtual machine created either by running theUEB EXE installer or by deploying the UEB OVA file.

Virtual Failover Client (VFC) Virtual replica created during instant recovery of a failedWindowsasset that can immediately assume the role of the original client inthe event of a disaster.

Virtual Host Host on which virtual machine assets reside. Also called ahypervisor.

Windows Instant Recovery(WIR)

Temporary solution for rapid recovery of a failedWindows asset.Creates a virtual replica of the asset that can immediatelyassume the role of the original in the event of a disaster.

Support for Unitrends Recovery-Series and UEBappliances

Support is provided through the following resources:

Unitrends support siteAccess the Unitrends Support Site at http://www.unitrends.com/support, where you can:

• Download or upgrade your product• Download latest agent releases• Search Knowledge Base articles• Connect with Community Forums• Log a support case• Access the Partner Service PortalContact by telephoneUse the following to contact Support by telephone:

• Unitrends Support North America: 1.888.374.6124


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• Unitrends Support UK: +44 (0)80 8101 7687• Unitrends Support Germany: +49 (0)89 2154822 0You can call at any time during the hours specified in your Unitrends support service level contract.This is the recommendedmethod for logging high priority support issues.

Unitrends community forumsWeencourage you to post questions in the forums and answer questions posted by other Recovery-Series and UEB users. Forums aremoderated by Unitrends Customer Support. Access forumdiscussions at http://www.unitrends.com/support/connect-with-communities.

Knowledge Base articlesArticles in our Knowledge Base provide assistance with troubleshooting. If you encounter a problemnot covered in an article, we encourage you to search the forums or post a question. Access KBarticles at http://www.unitrends.com/support/search-knowledge-base.

Unitrends product tourAfter you complete the Quick Setup dialog, a short tour guides you through the necessary steps tobegin protecting your environment. You can view this tour at any time by selecting ? > ProductTour.

Navigating the User InterfaceThe user interface consists of amain dashboard and feature-specific tabs for easy navigation. Referto the following topics for more information on navigating the user interface:

• "Dashboard" on page 21• "Protect" on page 24• "Recover" on page 26• "Jobs" on page 27• "Reports" on page 28• "Configure" on page 29• "Global Options toolbar" on page 32

DashboardThe Dashboard provides a high-level overview of your Unitrends environment from a single pane ofglass. It displays protection status for assets, and summaries for all backup storage and activejobs. In addition, you can access community forums to ask questions or get information.

The Dashboard tiles summarize information for the appliance you are logged in to, as well anymanaged appliances. For example, if you are logged in to an appliance that is managing two others,Backup Summary counts include jobs and assets on all three appliances.

While working with Dashboard you can:

• Customize the Dashboard - To change the layout of the dashboard, click and hold the upperregion of a tile, drag it to the desired location, and release. To specify which tiles to display,



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click the gear icon in the top right corner of the Backup summary tile, and select or clear tiles todisplay or hide them.

• Manually update the Dashboard tiles - The Dashboard tiles update hourly. To update the tiles atany time, click on the two-arrows icon in the top right corner of a tile. (Clicking the icon on theBackup Summary tile updates all other tiles.)

• Reset the Dashboard - To reset the Dashboard layout to its default mode for the current release,click the gear icon in the top right corner of the Backup Summary tile and click Reset.

See these topics for descriptions of each tile:

• "Active Jobs tile" on page 23• "Backup Summary tile" on page 22• "Got Questions? Ask the Community tile" on page 22• "Storage tile" on page 23• "Backup Copy – Hot Targets tile" on page 23• "Backup Copy – Targets tile" on page 24• "Recover Summary tile" on page 24Backup Summary tileThis tile displays the number of errors, assets not protected , and assets protected for all managedappliances. Bar graphs indicate backup performance.

Note: Unitrends appliances, virtual hosts, and VM templates are not included in the number ofprotected and unprotected assets.

• Errors - Displays all jobs, including canceled jobs, that ended in error within the last seven days.Clicking this number opens the Backup Failures report.

• Not protected - Displays the number of assets without a successful backup run within the lastseven days. Clicking this number opens the Protection Summary report, which includes piecharts and tabular information on assests, backups, and backup copies. You can filter the tablecolumns by selecting the drop-down in the upper right of a column.

• Protected - Displays the number of assets with a valid backup within the last seven days.Clicking this number opens the Protection Summary report, which includes pie charts andtabular information on assets, backups, and backup copies. You can filter the table columns byselecting the drop-down in the upper right of a column.

Got Questions? Ask the Community tileThis tile enables you to:

• Create a new forum account or add your email to an existing Unitrends community forumaccount by clicking the gear icon in the top right corner of the Got Questions? Ask theCommunity tile. Select Create or Add, fill in the field information, and click Create Account orAdd Account.

• Specify the refresh rate for forum posts by clicking the gear icon in the top right corner of the GotQuestions? Ask the Community tile, selecting a refresh rate, and clicking Save.


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Storage tileThis tile shows details about available and used storage for all managed appliances. The tiledisplays the following information:

Field Name Description

Type Type of storage.

Name Name of the storage.

Appliance Name of the appliance associated with this storage.

Used/Allocated The amount of available and used storage. Hovering over the bar in thiscolumn displays the amount of space used versus the amount still available.

Status Hover over an icon to display the current status of the storage.

Growth Daily average percent change (increase/decrease) in the backup data store.

Data Reduction Data reduction ratio (backup storage/bytes written).

Active Jobs tileThis tile displays an at-a-glance view of all jobs currently running on all managed appliances. Thisview includes the job name, the asset being protected, a progress bar, the percent of the jobcompleted, the current status, and the length of time the job has been running.

To filter the list, click one of the following links in the lower portion of the tile: All, Backup, Recover,Backup Copy.

When a job displays in the tile, you can click the job name to view its progress at Jobs > ActiveJobs. The job is highlighted and details display. After a job completes, it no longer displays in theActive Jobs tile.

Daily feed tileDisplays only on Unitrends Free edition appliances. The Daily Feed tile displays recent Tweets fromUnitrends about our products and services.

Backup Copy – Hot Targets tileDisplays only on appliances whose backups are being copied to the Unitrends Cloud or copied toanother Unitrends appliance. This tile displays the number of errors, protected assets, andunprotected assets. Bar graphs indicate backup performance.

• Errors - Displays the number of hot backup copy jobs that had errors within the last seven days.This includes canceled jobs that ended in error. Clicking this number opens the "Backup Copy -Hot Targets report" on page 305.

• Protected - Displays the number of assets that have successful backup copies that ran withinthe last seven days. Clicking this number opens the "Protection Summary report" on page 302,which includes pie charts and tabular information on assets, backups, and backup copies. Youcan filter the table columns by selecting the drop-down in the upper right of a column.



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• Average speedMB/s - Displays the average backup copy speed of all jobs that ran in last sevendays. Clicking this number opens the "Backup Copy - Hot Targets report" on page 305.

• Transfer Rate - Displays the average data transfer rate of backup copy jobs, by day. Only new,unique blocks are transferred to the target. Physical shows the rate for data blocks that weretransferred. Logical shows the rate for logical data transferred (not actual blocks sent).

Backup Copy – Targets tileDisplays only on appliances whose backups are being copied to a cold backup copy target (eSATA,USB, third-party cloud, attached disk, NAS, and SAN). This tile displays the number of errors,protected assets, and average speed of backup copies to all cold backup copy targets. Theperformance graphs and average speed are calculated based on completed backup copies fromappliances running version 9.0 or higher. This tile does not display data from jobs in progress or datafrom sources running Unitrends release 8.2 or earlier. Use the legacy UI replication dashboard toview information from older sources.

• Errors - Displays the number of backup copy jobs with failures.• Protected - Displays the total number of protected assets and source appliances (each source

appliance adds one to the count).

• Average speedMB/s - Displays the average speed of completed backup copy jobs to this targetfrom all sources.

Recover Summary tileThis tile displays details about recent recovery jobs on all managed appliances.

• Recent restores - Displays the number of recovery jobs in the last seven days. Clicking thisnumber opens the Recovery History report.

• Active FLR - Displays the number of currently active file-level recovery objects. Clicking thisnumber opens the File Level Recovery tab on the Recover page.

• Active IR - Displays the number of currently active instant recovery objects. Clicking thisnumber opens the Instant Recovery tab on the Recover page.

• Avg speed - Displays the average recovery speed of all backup jobs within the last seven days(current day not included). The seven bars represent the seven days. Hover to the display theactual value and date for each bar.

ProtectThe Protect page provides status information about your protected assets. It shows an inventory ofthe assets and the status of backups and backup copies that ran over the last seven days. To adjustthe refresh rate of the Protect page, click the configuration icon in its upper-right corner to displayTile Preferences. For more information about data protection, see the "Protection Overview" onpage 35 chapter.

See the following for details on working with the Protect page:

• "Buttons" on page 25• "Inventory tree" on page 25• "Status table" on page 25• "Filtering the Status table display" on page 25


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ButtonsThe Protect page contains the following buttons:

• Backup - Opens the Create Backup job dialog. For details on creating a backup job, see"Creating backup jobs" on page 133.

• Backup Copy - Opens the Create Backup Copy job dialog. For details on creating a backupcopy job, see "Creating backup copy jobs" on page 140.

Inventory treeAll managed appliances and their protected assets display in a tree view:

• Appliances display as top-level nodes.• Virtual hosts and physical assets display as second-level sub-nodes.• Hosted VMs and applications display as sub-nodes under their host asset.To customize the inventory tree display, you can group assets in custom folders and assign users tothe groups you create. See "Grouping assets in custom folders" on page 126 for details.

Use these options while working with the inventory tree:

• To look for an asset by name, use the Search field below.• To add, remove, or edit asset groups, click theManage Groups icon located above the tree.• To view asset groups, click the Show Groups icon located above the tree.• To hide asset groups, click the Hide Groups icon located above the tree.Status tableSelecting an appliance or asset from the inventory tree populates the Status table, to the right, withdetails about backups and backup copies for each protected asset. The Status table can be filteredby the Name column. Backups run within the last seven days display status icons under the Backupand Backup Copies columns. Hovering over the status icons displays status information for aspecific day. Clicking a status icon for an asset opens the Details screen. If the Backup and BackupCopies information areas are grayed-out, the selected asset has not been backed up within the pastseven days.

Filtering the Status table displayUse the following to filter what is displayed in the Status table:

• Filter field - Enter text to display only asset names that contain the string you entered.• Backup drop-down - Select an item from this list to display only backups that meet the condition

you selected. For example, Failed in the last 7 days to see only the backups that have failed inthe last 7-day period, or No successes in the last 7 days to see only the assets that have nothad a successful backup in the last 7-day period (this includes cases where no backup jobshave run and cases where backups have run but none were successful).

• Backup Copies drop-down - Select an item from this list to display only backup copies thatmeet the condition you selected. For example, Failed in the last 7 days to see only the backupcopies that have failed in the last 7-day period, or No successes in the last 7 days to see onlythe assets that have not had a successful backup copyin the last 7-day period (this includescases where no backup copy jobs have run and cases where backup copies have run but nonewere successful).



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RecoverUse the Recover page to recover an entire asset, individual files, or to perform instant recovery. TheRecover page contains the following tabs:

• "Backup Catalog tab" on page 26• "File Level Recovery tab" on page 26• "Instant Recovery tab" on page 27Backup Catalog tabThis tab lists all backups, backup copies, and imported backups. Use the options in the FilterBackups area to customize the display.

Use these buttons to work with backups in the Backups Catalog table:

• Search Files - Use to search for specific files in all backups of the selected asset currentlystored on the appliance. Choose which files to recover from the search results.

• Recover - Displays the Create Recover Job dialog to recover a virtual machine. For moreinformation, see "Recovering a virtual machine" on page 223.

• Recover Files - Displays the Create File-level Recovery Job dialog to recover files from host-level backups of virtual machines or from file-level backups of physical assets. For moreinformation, see "Recovering files from virtual machine backups" on page 225 and "RecoveringAsset-level Backups" on page 239.

• Instant Recovery - A drop-down that enables instant recovery for a virtual machine or creating avirtual replica of aWindows physical asset. For more information, see "Virtual machine instantrecovery" on page 229.

• Import to Source - Displays the Import Backup Copies dialog. This option is only available if youselect a backup copy in the Backup Catalog table. Prior to recovery, backup copies must beimported to the appliance. For more information, see "To import a backup copy" on page 222.

• Hold - This option is only available if you select one or more backups or imported backups in theBackup Catalog table. Selected backups are placed on hold and cannot be removed from theappliance. To remove the hold, click on Unhold after the hold completes.

• Delete - This option is only available if you select one or more backups or imported backups inthe Backup Catalog table. Click to delete the selected backups from the appliance.

File Level Recovery tabThis tab enables you to view details about file-level recovery objects (FLR) and remove them. File-level recovery objects restore files from host-level backups. For more information, see "Recoveringfiles from virtual machine backups" on page 225.

Use these buttons to work with backups in the File-Level Recovery table:

• Show Details - Displays the File Level Recovery Details dialog for the selected object. Detailsinclude:

– The name of the recovery object– The creation date for the recovery object– The appliance name– Path to the recovery object (CIFS) if applicable (based on backup type)


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– iSCSI target for recovery object (if applicable)– Messages

• Remove - Removes the file-level recovery objectInstant Recovery tabInstant recovery enables you to recover a failed or corrupted VM orWindows physical asset andbegin using it almost immediately. An instant recovery job uses a backup or imported backup copyto recreate the VM or create a virtual replica of theWindows physical machine.

Select from a full backup, an incremental backup, or imported backup copy for the recovery. If youselect an incremental backup, the appliance uses all previous backups or backup copies from thesame backup group to recreate the VM.

Use these buttons to work with backups in the Instant Recovery table:

• View Details - Show or hide the details pane.• Edit - Displays the instant recovery configuration dialog for the selected object.• Go Live - Places the instant recovery object into Livemode. Once in Livemode, instant

recovery objects cannot be reset to another mode. All other options except Tear Down areunavailable.

• Audit - Places the instant recovery object into Audit mode. The selected object must be in Idleor Restoringmode. When in Audit mode, the button text changes to “End Audit” with the auditmode item selected in the table. When "End Audit" is selected, the object returns to normalmode.

• Tear Down - Removes the instant recovery object from the table.For additional information on recovering a virtual machine, see "Virtual machine instant recovery" onpage 229.

JobsThe Jobs page enables you to create, edit, and delete jobs and view current job progress. The Jobspage contains the following tabs:

• "Active Jobs tab" on page 27• "JobManager tab" on page 28• "Recent Jobs tab" on page 28• "Recent System Jobs tab" on page 28Active Jobs tabThis tab displays all currently running jobs. Each asset protected in a backup job or backup isdisplayed as a separate running instance of that backup job. Use these buttons to work with activejobs:

• Create job - Select to open the Backup Create Backup Job dialog or the Create Backup CopyJob.

• View Details - Displays or hides the details pane for the selected job.• Pause - Temporarily stops the selected job. Updates job status to Paused.



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• Cancel - Cancels the selected job. Displays only on the Active Jobs tab.Job Manager tabThis tab displays all scheduled jobs. Use this tab to view, create, edit, enable or disable, and deletejob schedules. You can also run jobs on demand if the jobs are enabled. If a job is disabled, it isgrayed-out, does not run as scheduled, and cannot be run on demand. Use these buttons to workwith the JobManager:


• View Details - Displays or hides the details pane for the selected job.• Edit - Allows changes to the selected job.• Disable - Prevents or allows the selected job to run according to schedule.• Delete - Removes the selected job.• Run - Runs the selected job.Recent Jobs tabThis tab displays the results of recently completed jobs. Use these buttons to work with recent jobs:


• Export CSV - Exports the job history as a CSV file.• View log - Displays details for a selected job.Recent System Jobs tabThis tab displays the results of all recent system activity. Use these buttons to work with recentsystem jobs:


• Export CSV - Exports the job history as a CSV file.

ReportsThe Reports page enables you to run individual reports. The Reports page groups reports intocategories. Select a category to view all the available reports. Click a report name to generate thereport. Once generated, you can filter reports by any column and export them as a PDF or CSV file.

See the following for additional information:

Category Available Reports

"Backup reports" onpage 292

• "Protection Summary report" on page 302• "Backup History report" on page 295• "Legal Hold Backups report" on page 297• "Backup Failures report" on page 298


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Category Available Reports

"Recover reports" onpage 300

• "Recovery History report" on page 300

"Backup Copyreports" on page 301

• "Protection Summary report" on page 302• "Backup Copy Capacity report" on page 305• "Backup Copy - Hot Targets report" on page 305• "Backup Copies - Past 24 Hours report" on page

307

• "Storage Footprint report" on page 307• "Backup Copy - Cold Targets report" on page 307

"Appliance reports" onpage 308

• "Update History report" on page 309• "Capacity report" on page 309• "Load report" on page 310• "Alerts report" on page 310

"Storage reports" onpage 311

• "Storage report " on page 311• "Data Reduction report" on page 313

ConfigureThe Configure page enables you tomanage appliances and assets. For procedures used toconfigure appliances and assets, see these topics in the Configuration chapter:

• "Appliance superuser account settings" on page 45• "Appliance settings" on page 45• "Protected assets" on page 87The Configure page contains the following tabs:

• "Appliances tab" on page 29• "Protected Assets tab" on page 30• "Copied Assets tab" on page 31

Appliances tabAp p lia n c e s ta b

From this tab you can view, add, modify, and remove appliances. Tasks are performed using thebuttons across the top of the tab and the sub-tabs at the bottom.

Appliance informationThe Appliances tab displays the Unitrends appliance you are logged in to, as well as any others it ismanaging or receiving backup copies from. The following information is provided for each appliance:



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Column Description

Appliance Name of the Unitrends appliance.

Status Appliance status:

• Available indicates you can perform all management tasks for theappliance.

• Not Available indicates the appliance is a backup copy source thatcannot bemanaged from this UI.

Type icon Icon indicating the appliance type. Hover over the icon for a description.

Address Appliance IP address.

Version Unitrends software version running on the appliance.

Storage Total backup storage capacity. Hover to see amount used / total capacity.

Registered Assets Number of protected assets that have been added to the appliance.

Appliance tab buttonsThese buttons are available:

• View Table / View List – Changes the tab view. View appliances in a list or in a table.• Add Appliance – Use to add an appliance so you canmanage it from this appliance's UI.• Edit – Use to edit the selected appliance. Modify various options, such as email, users, and date

and time.

• Remove – Use to remove the selected appliance from the list.Appliance sub-tabsThese sub-tabs are used to view andmodify additional features of the selected appliance:

• Storage sub-tab – Use to add, edit, remove, and disable/enable backup storage. (Adding storageis supported for UEB appliances only.) For more information about Storage, see "Backupstorage" on page 62.

• Backup Copy Targets sub-tab – Use to add, edit, remove, disable/enable, and erase BackupCopy targets. For more information, see "Backup copy targets" on page 69.

• Network sub-tab – Use to view and edit network settings for each network adapter on theappliance. For more information, see "Networks" on page 85.

Protected Assets tabPro te c te d As s e ts ta b

From this tab you can view, add, modify, and remove assets (themachines and applications youprotect with your Unitrends appliance). Tasks are performed using the buttons across the top of thetab.

Asset informationThe Protected Assets tab displays all assets that have been added to the appliance. Virtual hosts


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and physical servers display as top-level nodes in the list. To view individual virtual machines andapplications, expand the virtual host or application server. The following information is provided foreach asset:

Column Description

Name Name of the asset.

Address IP address of the virtual host or physical asset.

Description Description of the asset.

Credentials Indicates whether credentials have been assigned to the asset.

Retention The asset’s retention policy.

Agent Version Unitrends agent version running on the asset.

Appliance The name of the appliance that manages the asset.

Asset tab buttonsThese buttons are available:

• View Table / View List – Changes the tab view. View assets in a list or in a table.• Display All / Display Virtual / Display Physical – Use to filter the assets that display.• Add – Use to add an asset to the appliance. For details, see "Protected assets" on page 87.• Manage Credentials – Use to add, edit, and delete credentials. After creating a credential, you

can apply it to an asset. For details, see "Asset credentials" on page 88.

• Edit – Use to edit the selected asset. Modify various options, such as encryption, credentials,and retention. For details, see "Protected assets" on page 87.

• Remove – Use to remove the selected asset from the appliance. For details, see "Managingprotected assets" on page 90.

Copied Assets tabCo p ie d As s e ts ta b

Displays only for appliances that are receiving backup copies from another Unitrends appliance.The tab lists all assets whose backup copies are stored on this appliance. From this tab you canview, edit, and remove copied assets using the buttons across the top of the tab.

Copied asset informationThe following information is provided for each copied asset:

Column Description

Name The name of the copied asset.



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Column Description

Description Description of the asset.

Retention The retention policy for this asset's backup copies.

Source Appliance The name of the appliance that manages the asset and sends backupcopies.

Copied asset tab buttonsThese buttons are available:

• View Table / View List – Changes the tab view. View assets in a list or in a table.• Display All / Display Virtual / Display Physical – Use to filter the assets that display.• Edit – Use to apply a retention policy to the selected copied asset. For details, see "Managing

retention settings" on page 101.

• Remove – Use to remove the selected copied asset from the appliance. For details, see"Managing protected assets" on page 90.

Global Options toolbarThe toolbar across the top of the user interface contains thesemenus to edit global options, performadministrative tasks, and access additional resources:

• "Root (Avatar icon)" on page 32• "Options (Gears icon)" on page 32• "Help (questionmark icon)" on page 32• "Alert (Triangle '!' icon)" on page 33Root (Avatar icon)The default user account is root. From this menu you can view and edit your user account detailsand log out.

Options (Gears icon)From theOptions drop-downmenu, you can select from the following options:

• Inventory Sync• Check for updates• Open the legacy interfaceHelp (question mark icon)From the Help drop-downmenu, you can select from the following options:

• Online Help – displays the online help for your Unitrends appliance.• Community - select to access Unitrends self-help communities.


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• Open Support Tunnel – select to open a support tunnel while working with Unitrends Support.Note the tunnel number to supply to the Support Engineer. Select Close Support Tunnel whenyou are through working with the Support Engineer.

• Product Tour – select to open a tour that assists with registering a virtual host and creating abackup job, and shows you around the interface.

• Feedback – select to send product feedback and enhancement requests to Unitrends.• About – select to view the appliance’s name, IP address (physical appliances), and version, and

asset tag.

Alert (Triangle '!' icon)Click the Alert icon to open the Alert dialog.

The Alert dialog includes errors, warnings, and alerts relevant to the appliance. When hovered over,individual severity levels for each alert are displayed. Clicking an alert opens the alert details dialog.Clicking on View More Alerts opens the Alerts page, with a list of alerts for the selected date range.By default, the date range is Showing All. From this page, click Export PDF or Export CSV in theupper right to save and export the alerts information to a PDF or a CSV file.



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Chapter 2: Protection OverviewUnitrends Recovery-Series and UEB appliances provide comprehensive data protection for a widerange of:

• Operating systems• Applications• Hypervisors• NAS devicesAny resource protected by Unitrends is called a protected asset. For a complete list of assets yourappliance can protect, see the Unitrends Compatibility and Interoperability Matrix on the Unitrendswebsite.

This chapter introduces you to Unitrends protection, providing an overview to help you determinewhich features will work best for your environment and your RTOs/RPOs. For details about theprotection options described here and instructions for using them, see the other applicable sectionsof this guide.

These key components of Unitrends data protection are described in the remainder of this chapter:

• "Data protection best practices" on page 35• "Types of data protected" on page 37• "Backups" on page 38• "Backup copies" on page 43• "Recovery" on page 44

Data protection best practicesAll data protection strategies begin with local backups on your appliance. Backups are duplicates ofyour data, and can run in several modes. Depending on themode you specify, they capture all datafor an asset, or a subset of data that has changed since the last backup. Each backup functions asa recovery point for the protected asset. After you've backed up your assets, you can recoverindividual files, databases, file systems, entire machines, or use the instant recovery features torecover critical machines in minutes. It is recommended to copy your local backups in order torecover from a disaster. See "Backup copies" on page 43.

Customize your backup strategy tomeet your recovery point objectives (RPOs) and recovery timeobjectives (RTOs). RPOs and RTOs refer to themaximum amount of data loss and downtime thatyou can tolerate. For example, if you can tolerate losing a day’s worth of data, your RPO is one day.If you can tolerate only 30minutes of downtime, your RTO is 30minutes. RPOs and RTOs can varyper asset, and Unitrends offers different backup and recovery options to ensure that youmeet thesegoals.

Tomeet your RPOs, use custom schedules to create backups at the desired frequency. Tomeetyour RTOs, use retention policies to control the number of recovery points available on yourappliance and instant recovery to quickly spin up critical machines. Use backup copies stored on anoff-site target for long-term retention and disaster recovery.


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Unitrends supports a number of backupmodes to ensure flexible protection policies for varioustypes of data. A single job can use one backupmode, but your appliance can leveragemultiplebackupmodes across various jobs. To be sure you see the full benefits of Unitrends best-in-classdeduplication:

• Runmultiple jobs with multiple machines in each job.• Be sure to runmany backups. Themore backups, the better the deduplication ratio.Use the table below to choose the best mode for your environment.

Ranking Backupmode Benefits

Best IncrementalForever

• Provides the fastest backup window after the first full backup.• Recommended for VMware, Hyper-V, andmost file-level backups.• Reads the full disk once and then processes only changes going

forward.

Better Full /Incremental

• Recommended for Exchange backups.• Recommended if you want to control when full backups are taken

for the purpose of backup copy management.

• Recommended when you want to force a full read of all dataperiodically.

• Inline deduplication ensures that even full backups only writechanges to the backup storage.

Good Full /Differential

• Recommended for SQL backups with additional transaction logprotection for RPOs as low as one-minute.

• Recommended if you want to simplify recovery of backup copiesfrom tape at the expense of longer backup copy times compared tofull / incremental.


Okay Fulls • Recommended for Citrix XenServer backups.• Recommended when RPOs are very long (one week or longer).• Can be used with Incremental Forever if you only want full backups

to be periodically copied to backup copy storage.


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Types of data protectedData is protected using these backup types:

• An asset-level backup protects an asset's file system and operating system. Youmust install aUnitrends agent on the asset for asset-level protection.

• A host-level backup uses hypervisor snapshots to protect virtual machines. You do not need toinstall a Unitrends agent on hosted VMs.

• Application backups capture an application’s structure and data to ensure databaseconsistency. Youmust install a Unitrends agent on the host server for application protection.

• A NAS backup protects data stored on a NAS device. You do not install an agent on the NASasset.

• An iSeries backup protects an asset's file system by leveraging native iSeries backupoperations. You do not install an agent on the iSeries asset.

Backing up physical assets and hosted applicationsPhysical assets are protected with asset-level backups and hosted applications are protected withapplication backups.

Backing up virtual assetsFor virtual assets, you can choose host-level or asset-level protection. Host-level backups capturefiles, application data, and virtual hardware. With asset-level protection, the appliance treats yourVM as a physical asset to run asset-level and application backups.

The table below compares the backup options for virtual assets. Host-level backups arerecommended inmost cases, but there are VMs for which you will want or need to use asset-levelprotection. For considerations specific to your environment, see "Protecting VMware virtualmachines at the asset level" on page 165, "Protecting Hyper-V virtual machines at the asset level"on page 157 , and "Best practices and requirements for XenServer protection" on page 170 todetermine which approach to take.

Host-level protection Asset-level protection

Add the virtual host to your appliance and itdetects all the VMs on the host. It is notnecessary to install agents on VMs or add VMsto the appliance individually. This greatlysimplifies protecting large virtual environments.

Youmust install agents on the VMs and addeach one to the appliance individually.

Backups capture all data on the VMs. You canexclude entire disks (VMware only), but youcannot exclude files, directories, or volumes.

You can choose to protect all of the asset’sdata or select only particular files, directories,or volumes.

You can recover virtual machines in minutesusing the VM instant recovery feature.

You can recoverWindows machines inminutes using theWindows instant recoveryfeature.



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Host-level protection Asset-level protection

You can recover individual files from backupsfor VMs runningWindows or Linux.

You can recovery individual files from backupsfor any supported operating system. You canrecover individual items from applicationdatabases.

BackupsUnitrends uses backups to create recovery points for your data. Backups are run in different modesand are organized into backup groups. Your backup strategies determine whichmodes you will use.

Unitrends backups fall into two general categories: local backups and backup copies. Localbackups are stored on the appliance. These backups are immediately accessible and enable you tomeet low RTOs. Backup copies are stored on an offsite target. These backups are duplicates(hence, "copies") of your local backups, and are used for long-term retention and disaster recovery.

Backup modesBa c k u pmo d e s

Backupmodes determine what data to include in the backup. Thesemodes protect all types of dataand apply to asset-level backups, host-level backups, application backups, NAS backups, andiSeries backups.

While Unitrends supports a variety of backupmodes that give you flexibility in protecting yourassets, not all backupmodes are supported for all assets. When creating a backup job for a givenasset, only supportedmodes are available for selection.

While creating backup jobs, you can select these backupmodes: full, incremental, differential, andselective. In addition to these, the appliance automatically creates synthetic backups as needed.See the following for a description of each:

• "Full backup" on page 38• "Incremental backup" on page 39• "Differential backup" on page 40• "Selective backup" on page 40• "Synthetic backup" on page 40Full backupA full backup captures all data on the asset:

• For asset-level backups run with a Unitrends agent, this includes all file system and operatingsystem data required to recover the asset. You can specify data to include or exclude from thefull backup.

• For host-level backups, this includes VMmetadata (configuration files) and blocks of all disksattached to the VM. For VMware, you can specify disks to exclude from the full backup.

• For application backups, all data is included in a full backup.


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• For NAS backups, this includes all eligible data stored on the NAS device (see " NASprotection using CIFS/NFS" on page 179 or " NAS protection using NDMP" on page 180 fordetails on which items are automatically excluded from backup).

• For iSeries backups, this includes all eligible files, libraries, and objects (see "Requirementsand considerations for iSeries protection" on page 211 for details on which items areautomatically excluded from backup). The backup is of the filesystem and cannot be used torecover the asset. You can specify data to include or exclude from the full backup.

• A successful full backupmust exist before a differential or incremental can run.

Incremental backupAn incremental captures changes in the protected data since the last successful backup (of anymode). Therefore, incremental backups are smaller and can runmore quickly than full backups, butthey depend on the previous backups.

The diagram below illustrates incremental backups for an asset. In this example, the incrementalruns once a day, but you can schedule themmore frequently if desired.



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Differential backupA differential captures changes in the protected data since the last successful full backup. Thediagram below illustrates differential backups for an asset. Each differential captures all changes inthe protected data since the full backup on Day 1. For example, the differential on Day 4 captures allchanges since the full backup on Day 1, including the changes that were already captured by thedifferentials on Day 2 and Day 3.

Selective backupA selective backup is run independently of any full, differential, or incremental backup and capturesonly the data that you have selected. Selective backups can be used only for asset-level backups.

Synthetic backupA synthetic backup is a full or differential backup that the Unitrends appliance synthesizes bysuperimposing the incremental backups on the last successful full backup. It then uses thesynthesized backups to create recovery points for quick recovery. Synthetics are also used forbackup copy jobs as incrementals cannot be copied directly.

The Unitrends appliance uses the following factors to determine when to create a synthetic backup:

• Amount of data being protected on the appliance• Number of days from the last full backup• Number of incremental backups since the last full backup• Load on the applianceSynthetic backups are created only for asset-level backups and host-level backups of VMware,Hyper-V, and XenServer VMs. Synthetic backups are appliance-side only and do not impact theassets or networks. The diagram below illustrates a synthetic backup. For more information, see KB3560.


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Backup groupsBa c k u p g ro u p s

To protect your data, you will likely use a combination of backupmodes. Your Unitrends applianceorganizes an asset's backups into groups tomanage any interdependencies between backups. Theappliance creates a new group when it runs or synthesizes a full backup. Each subsequentdifferential or incremental forms a link in the chain of backups that constitute the group. Each link inthe chain is necessary for data recovery.

The following diagrams illustrate backup groups:

• "Incremental forever backup groups" on page 41• "Groups with full, differential, and incremental backups" on page 41• "Selective backup in relation to a group" on page 42Incremental forever backup groupsThe diagram below illustrates the incremental forever backup strategy for an asset. The strategybegins by automatically promoting the first scheduled incremental to a full backup. Thereafter,incremental backups run at the times specified in the job schedule. When the appliance determinesa new full backup is necessary, it synthesizes a full backup and starts a new backup group.

Groups with full, differential, and incremental backupsThe diagram below shows two backup groups containing full, differential, and incremental backups.



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Selective backup in relation to a groupSelective backups exist independently of backup groups. The diagram below illustrates a backupgroup and selective backups for one asset. Both a selective backup and an incremental backup ranon Day 3. OnDay 5, a differential backup and a selective backup ran. However, only theincremental and the differential belong to the group associated with the full backup run on Day 1.

Note: Selective backups are supported only for asset-level protection.

Backup strategiesBa c k u p s tra te g ie s

A data protection strategy consists of utilizing one or more of the backupmodes described above.Your strategy is implemented when you schedule jobs to occur at intervals and times you specify.For example, the incremental forever strategy consists of the full and incremental backupmodes.

Unitrends recommends using the incremental forever backup strategy when possible, where aninitial full backup is followed by incrementals at the frequency and times required tomeet yourRPOs.


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In some cases, you will want to use a different backup strategy (such as weekly fulls withincremental or differentials). You can customize your backups to fit any strategy, using the backupmodes as desired. Examples of cases when you would not use the incremental forever strategyinclude:

• Protecting assets for which incrementals are not supported (such as Exchange and SharePointapplications, VMware hardware version 4 VMs, and VMware templates).

• Needing to control when full backups are run. (In most cases, this is not an issue sincesynthetics are run locally on the appliance and do not impact network or asset performance. Butyoumay choose to schedule weekly fulls if appliance resources are taxed at certain times ofthe day or week.)

Storage space and backup retentionYour protection strategy should include plans for retaining the necessary local backups tomeet yourRPOs and RTOs. Themost comprehensive strategy involves retaining recent local backups forquick recovery, and copying these backups to an offsite target for long-term retention and disasterrecovery.

To create space for new backups, Unitrends appliances periodically purge older backups. You canuse retention policies to control how long backups remain on the appliance. Backups held by apolicy are never purged. An asset's latest backups are also never purged. New backups fail if anappliance cannot purge older backups to create sufficient space.

Retention settings assure that the necessary recovery points are available on your appliance. Youcreate retention policies that hold backups for a specified number of days and apply them toindividual assets. You can createmultiple policies and customize them to achieve individual RPOsand RTOs for each asset.

The amount of total backup storage capacity on the appliance varies by appliance type:

• Recovery-Series physical appliances comewith a set amount of backup storage. You cannotadd backup storage to the appliance.

• UEB virtual appliances are deployed as virtual machines. During deployment, the initial backupstorage was created using either a virtual attached disk, a SAN LUN, or a NAS share. Afterinitial deployment, you can addmore backup storage as desired. See "About adding backupstorage to a UEB appliance" on page 63 for details.

This storage capacity is used to store local backups and also for instant recovery. To use the instantrecovery features, youmust reserve a portion of this storage to be used for instant recovery writespace. For more on storage, see "Backup storage" on page 62.

Backup copiesBackup copies are duplicates of your backups that are stored off-site. Unitrends recommendshaving a second copy of your backups on one of these targets in order to recover from adisaster.You can copy your backups to the following types of targets:

• Unitrends Cloud• A secondary Unitrends appliance• Cloud storage (managed by Amazon, Google, or Rackspace)



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• Disks, NAS devices, and other media that can be stored off-siteTo copy backups, you add the backup copy target to your Unitrends appliance, then create a job thatdefines which backups to copy and other options. Backups are then copied according to the jobsettings you defined. Once the backup copy target is full, the appliance does one of the following:

• If the Delete older backup data to free space option is selected in the backup copy job, removesolder backup copies tomake room for new ones.

• If the Fail backup copy job and send alert option is selected in the backup copy job, fails thebackup copy job without removing older copies or copying any new backups.

Depending on the type of target selected, the appliance creates either hot or cold backup copies.Hot backup copies reside on the Unitrends Cloud or on a secondary appliance. Cold backup copiesreside on cloud storagemanaged by other various storage providers and on other backup copymedia that can be stored offsite.

Backup copies support the same recovery operations as local backups. However, becauserecovering data from copies requires additional steps, local backups should be used wheneverpossible to meet low RTOs.

For instructions on creating andmanaging backup copy targets and jobs, see the following topics:

• "Backup copy targets" on page 69 for procedures used to configure and add backup copytargets to your Unitrends appliance.

• "Backup Administration and Procedures" on page 133 for procedures used to create andmanage backup copy jobs.

RecoveryAfter successfully backing up your assets, you have different options for recovering individual files,databases, or entire assets. All backup recovery options can be performed using local backups orbackup copies. However, if you are using a cold backup copy for the recovery, youmust first importthe backup copy to a Unitrends appliance.

For critical virtual machines andWindows physical servers, you can set up instant recovery to spinup a virtual replica of the failed asset in minutes. This replica performs just like the original asset, soproduction downtime is reduced to just minutes. WithWindows instant recovery, the replicacontinues performing the role of the failed asset until you can get a new physical Windows serverdeployed. With VMware and Hyper-V instant recovery, you can use the replica until you deploy anew VM or keep using the replica VM itself.

For more on these recovery options, see:

• "Recovering Host-level Backups" on page 223• "Recovering Asset-level Backups" on page 239• "Recovering Application Backups" on page 265• "Recovering NAS Backups" on page 259• "Recovering iSeries Backups" on page 289

Recovery-Series and UEB Administrator's GuideChapter 2: Protection Overv

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