VMware Backup Plan

Manage Backup features virtual machines backup and restore on ESXi server (a part of VMware vSphere).

This chapter covers the following topics:

VMware Backup Overview

Local and remote ESXi server or vCenter can be configured for backup plan

Features:

  • Ability to customize virtual machine selection
  • Block-level backup
  • Compression and Encryption
  • Exclude Disks, Files or Folders (VMware backup)
  • Changed Block Tracking (CBT) support
  • Item-Level Restore
  • Restore VMware VMs to Amazon EC2 and MS Azure VM.

Supported for

  • vSphere 6.0 or higher

Licensing

A VM Server license (contains 2 sockets) required. If your virtual environment has more than 2 sockets, you need to buy an additional VM Server Socket license.

Note that MSP360 (CloudBerry) Backup VM edition has default license covering two processor sockets. It means that VM backup is limited by 2 physical processors of hypervisor. If a hypervisor has 3 or more physical processors, an extra processor socket license is required for each processor.

vSphere 5.1 and 5.5 versions are no longer supported. You may try to use them at your responsibility

Create VMware Backup Plan

  1. Open the Management Console.
  2. In the RMM menu, select the Remote Management item.
  3. In the computer list, find the computer you want the image-based plan to be created, then click the Settings icon.
  4. Select Show Plans.
  5. In the side panel, click +, then select the VMware item.

Plan Name

To expand the Plan Name section, click the Plan Name bar.

Specify the backup plan name.

  • To keep your backup plan configuration in backup storage, select the Save backup plan configuration to the backup storage check box

To collapse the Plan Name settings, click the Plan Name bar again.

Cloud Storage

To expand the Cloud Storage section, click the Cloud Storage bar.

Host Server

To expand the Host Server section, click the Host Server bar.

Specify the parameters of connection to the ESXi server:

  • Server. Enter the ESXi server domain name
  • Login. Enter the user name
  • Password. Enter password.

Click Connect. Once the connection is established, proceed to the next step.

To collapse the Host Server settings, click the Host Server bar again.

Virtual Machines

To expand the Virtual Machines section, click the Virtual Machines bar.

Specify virtual machines to be included in the backup plan. The following options are available:

  • Back up all Virtual Machines. Select this option to include all virtual machines in the backup plan regardless of their state at the moment of the backup plan run
  • Back up all only running Virtual Machines. Select this option to back up virtual machines that are running at the moment of the backup plan run
  • Back up selected Virtual Machines. Select this option to specify virtual machines to be included in the backup plan manually. In the field below, specify virtual machines.

Every virtual machine must be specified on a separate line

To use the Changed Block Tracking mechanism, select the Use Changed Block Tracking check box.

To learn more about Changed Block Tracking, refer to the Change Block Tracking for VMware chapter

To collapse the Virtual Machines settings, click the Virtual Machines bar again.

Compression and Encryption Options

To expand the Compression and Encryption Options section, click the Compression and Encryption Options bar.

Specify compression and encryption options for the backup plan. The following options are available:

  • Enable backup compression. Select this option if you want all objects in the backup plan to be compressed. This may reduce the backup size significantly
  • Enable encryption. Select this option to use AES encryption for the backup plan.
  • If you enabled encryption, select the encryption algorithm in the Algorithm drop-down menu. The following key lengths are available:
    • 128 bit
    • 192 bit
    • 256 bit
  • In the Password field, specify the encryption password, then confirm it in the Confirm password field. Mind to keep the encryption password in a safe place

In case the storage destination is Amazon S3, the following options are available:

To collapse the Compression and Encryption Options settings, click the Compression and Encryption Options bar again.

Retention Policy

To expand the Retention Policy section, click the Retention Policy bar.

Specify the retention policy settings. The following settings are available:

  • Use defaults. Select this option to apply the default retention policy to the backup plan
  • Specify custom retention policy for backup plan. Select this option if you want to keep the custom retention settings for this backup plan
  • Delete versions older than. Select this check box if you want to keep the restricted number of DB versions in backup storage. In the fields below, specify the criteria for old versions deletion
  • Always keep the last version. Select this check box if you want to keep the last DB version in backup storage regardless if it is deleted in a backup source. It is highly recommended to keep this check box selected for backup plans with sensitive data
  • Keep number of versions (for each file). Select this check box to specify the number of DB versions to be kept in backup storage, then specify the number of versions

To collapse the Retention Policy settings, click the Retention Policy bar again.

To learn more about the retention policy, refer to the Retention Policy chapter.

Schedule Options

To expand the Schedule Options section, click the Schedule Options bar.

Specify the schedule settings for the backup plan. The following settings are available:

  • If you want to run the backup plan manually, select No schedule option.
  • If you want your backup to be run on a constant periodic basis, select Recurring option, then specify the period (-s) your backup plan will run.
  • If you want to receive an alert in case the backup plan fails to run, select Alert plan as overdue after check box, then specify the alert delay period.
  • To stop the backup plan in case if it continues suspiciously long, select Stop the plan if it runs for check box, then specify the backup plan maximum duration.
  • To run the backup plan after the computer is on in case the backup plan run has been missed, select Run missed scheduled backup immediately when computer starts up check box.

The schedule settings for full backup are specified separately.

  • If you want to run the full backup manually, select No schedule option.
  • If you want your full backup to be run on a constant periodic basis, select Recurring option, then specify the period (-s) your full backup will run.
  • To stop the full backup in case if it continues suspiciously long, select Stop the plan if it runs for check box, then specify the full backup maximum duration.
  • If you want to specify the criteria for the full backup instead of block+level, select Run Full Backup instead of Block-Level backup, if total size of previous Block-Level backups exceeds: check box, then specify the threshold value of a last full backup size (specified in percents).

To collapse the Schedule Options settings, click the Schedule Options bar again.

Pre / Post Actions

To expand the Pre / Post Actions section, click the Pre / Post Actions bar.

Specify pre and post actions for your backup plan. Usually, these are scripts that perform particular jobs before or after your data is backed up. The following settings are available:

  • Select Synchronize local repository with backup storage before plan runs check box to To learn more about a repository and how to manage it, refer to the Repository and Consistency chapter
  • To specify the action that will be performed before the backup plan starts, select Execute this command before backup runs: check box.
  • Specify the path to the script to be run as a pre backup action/.
  • Specify the conditions of pre cation run:
    • Exit backup if pre-backup action failed option if you do not want the backup plan to launched if the pre-backup action fails.
    • Select Continue backup plan if pre-backup action failed option if you want the backup plan to launched regardless of the pre-backup action result.
  • To specify the action that will be performed after the backup is completed, select Execute the command after backup completes: check box.
    • Select Execute post-backup action if backup has been successfully completed option if you want to run it only if the backup terminates with success.
    • Select Execute post-backup action in any case (regardless the backup result) option if you want the post-action to be launched regardless of the backup termination results.
  • To chain the backup plan with another plan, select Execute the specified plan after the plan completes: check box, then select the plan name in the drop-down menu.
    • Select Execute only if the plan has been successfully completed option if you want to run the specified plan only if a backup plan terminates with success.
    • Select Execute regardless of the plan result option if you want the chained backup plan to be launched regardless of the backup termination results.

To collapse the Pre / Post Actions settings, click the Pre / Post Actions bar again.

Notification

To expand the Notification section, click the Notification bar.

Specify notification settings.

  • To receive the notification after the backup plan completion, select I want to receive notification email when backup completes check box.
    • Select When backup fails option if you want to receive the notification message only in case of the backup plan failure
    • Select In all cases option if you want to receive the notification message in any case.
  • If you want the backup plan record to be added to Windows Event Log, select on Add entry to Windows Event Log when backup completes check box.
    • Select When backup fails option if you want to receive the notification message only in case of the backup plan failure
    • Select In all cases option if you want the entry to be put in Windows Event Log in any case.

To collapse the Notification settings, click the Notification bar again.

Run Backup Plan

To Run the Existing Backup Plan

  1. In the RMM menu, select Remote Management item.
  2. Find a required computer, then click the Settings icon.
  3. In the drop-down menu, select Show Plans.
  4. In the side panel, find the plan to run, then click on it.
  5. Click the Play button.

Edit Backup Plan

To Edit the Existing Backup Plan

  1. In the RMM menu, select Remote Management item.
  2. Find a required computer, then click the gear icon.
  3. In the drop-down menu, select Show Plans.
  4. Click on the plan you want to edit, then click Edit.
  5. Once you made the required changes, click Save.

Clone Backup Plan

To Clone the Existing Backup Plan

  1. In the RMM menu, select Remote Management item.
  2. Find a required computer, then click the gear icon.
  3. In the drop-down menu, select Show Plans.
  4. Click on the plan you want to edit, then click Clone.
  5. In the field below, specify the name for the plan clone.
  6. Click Save.

Delete Backup Plan

To Delete the Existing Backup Plan

  1. In the RMM menu, select Remote Management item.
  2. Find a required computer, then click the gear icon.
  3. In the drop-down menu, select Show Plans.
  4. Click on the plan you want to delete, then click Delete.
  5. In the dialog box, click OK to confirm the deletion.