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Rapid Recovery 6.8 - User Guide

Introduction to Rapid Recovery The Core Console Repositories Core settings Protecting machines
About protecting machines with Rapid Recovery Understanding the Rapid Recovery Agent software installer Deploying Agent to multiple machines simultaneously from the Core Console Using the Deploy Agent Software Wizard to deploy to one or more machines Modifying deploy settings Understanding protection schedules Protecting a machine About protecting multiple machines Enabling application support Settings and functions for protected Exchange servers Settings and functions for protected SQL servers
Managing protected machines Snapshots and recovery points Managing privacy Encryption Authentication Replication Events Reporting VM export Restoring data Bare metal restore
About bare metal restore Differences in bare metal restore for Windows and Linux machines Understanding boot CD creation for Windows machines Managing a Linux boot image Performing a bare metal restore using the Restore Machine Wizard Using the Universal Recovery Console for a BMR Performing a bare metal restore for Linux machines Verifying a bare metal restore
Managing aging data Archiving Cloud accounts Core Console references REST APIs Glossary

Verifying the deployment to multiple machines

Once you have deployed the Rapid Recovery Agent software to two or more machines simultaneously, you can verify the success by viewing each machine listed under the Protected Machines menu.

You can also view information regarding the bulk deploy process from the Events page. Complete the steps in this procedure to verify the deployment.

  1. From the Rapid Recovery Core Console, click [Events] (Events), and then click Alerts.
    Alert events appear in the list, showing the time the event initiated and a message. For each successful deployment of the Agent software, you will see an alert indicating that the protected machine has been added.
  2. Optionally, click on any link for a protected machine.

    The Summary page for the selected machine appears, showing pertinent information including:

    • the host name of the protected machine
    • the last snapshot, if applicable
    • the time of the next scheduled snapshot, based on the protection schedule for the selected machine
    • the encryption key, if any, used for this protected machine
    • the version of the software.

Modifying deploy settings

Complete the steps in this procedure to modify deploy settings.

  1. From the Rapid Recovery Core Console, click [Settings] (Settings).
  2. On the Settings page, in the left column, click Deploy to navigate to the Deploy section.
  3. Modify any of the following options by clicking the setting you want to change to make it editable as a text box or drop-down list, and then click [Save] to save the setting.
    Table 42: Deploy options
    Option Description
    Agent installer name Enter the name of the agent executable file. The default is Agent-web.exe.
    Core address Enter the address for the Core.
    Failed receive timeout Enter the number of minutes to wait without activity before timeout.
    Maximum parallel installs Enter a number for the maximum installations you want to install simultaneously. The default and limit is 100.

Understanding protection schedules

A protection schedule defines when backups are transferred from protected agent machines to the Rapid Recovery Core.

The first backup transfer for any machine added to protection on the Core is called a base image snapshot. All data on all specified volumes (including the operating system, applications, and settings), are saved to the repository, which can take a significant amount of time depending on the amount of data being transferred. Thereafter, incremental snapshots (smaller backups, consisting only of data changed on the protected machine since the last backup) are saved to the repository regularly, based on the interval defined (for example, every 60 minutes). This type of backup contains less data than a base image, and therefore takes a shorter amount of time to transfer.

Protection schedules are initially defined using the Protect Machine Wizard or the Protect Multiple Machines Wizard. Using a wizard, you can customize protection schedules (choosing either periods or a daily protection time) to accommodate your business needs. You can then modify the existing schedule or create a new schedule at any time in the Protection Schedule dialog box from the summary page of a specific protected machine.

Rapid Recovery provides a default protection schedule, which includes a single period spanning all days of the week, with a single time period defined (from 12:00 AM to 11:59 PM). The default interval (the time period between snapshots) is 60 minutes. When you first enable protection, you also activate the schedule. Thus, using the default settings, regardless of the current time of day, the first backup will occur every hour, on the hour (12:00 AM, 1:00 AM, 2:00 AM, and so on).

Selecting periods lets you view the default protection schedule and make adjustments accordingly. Selecting a daily protection time causes Rapid Recovery Core to back up the designated protected machines once daily at a time you specify.

You can customize the schedule to define peak and off-peak times using the weekday and weekend periods available. For example, if your protected machines are mostly in use on weekdays, you could decrease the interval for the weekday period to 20 minutes, resulting in three snapshots every hour. Or you can increase the interval for the weekend period from 60 minutes to 180 minutes, resulting in snapshots once every three hours when traffic is low.

Alternatively, you can change the default schedule to define peak and off-peak times daily. To do this, change the default start and end time to a smaller range of time (for example, 12:00 AM to 4:59 PM), and set an appropriate interval (for example, 20 minutes). This represents frequent backups during peak periods. You can then add an additional weekday time range for the remaining span of time (5:00 pm to 11:59 pm) and set an appropriate (presumably larger) interval (for example, 180 minutes). These settings define an off-peak period that includes 5:00 PM to midnight every day. This customization results in snapshots every three hours from 5:00 PM through 11:59 PM, and snapshots every 20 minutes from 12:00 AM until 4:59 PM.

When you modify or create a protection schedule using the Protection Schedule dialog box, Rapid Recovery gives you the option to save that schedule as a reusable template that you can then apply to other protected machines.

Other options in the protection wizards include setting a daily protection time. This results in a single backup daily at the period defined (the default setting is 12:00 PM).

When protecting one or multiple machines using a wizard, you can initially pause protection, which defines the protection schedule without protecting the machines. When you are ready to begin protecting your machines based on the established protection schedule, you must explicitly resume protection. For more information on resuming protection, see Pausing and resuming protection. Optionally, if you want to protect a machine immediately, you can force a snapshot. For more information, see Forcing a snapshot.

For more information, see Creating multiple protection schedule periods in Advanced Mode.

Protecting a machine

 

The protecting procedure requires the following tasks be completed before you begin:

  • The Rapid Recovery Agent has been deployed and installed on the machine you want to protect.
  • The machine you want to protect was restarted after the Agent installation.
  • A repository has been created and is accessible from the Rapid Recovery Core.

This topic describes how to start protecting the data on a single machine that you specify using the Protect Machine Wizard. To protect multiple machines using one process simultaneously, see About protecting multiple machines.

NOTE: Unless using agentless protection on a VMware or ESXi host, or a Hyper-V host, the machine you want to protect must have the Rapid Recovery Agent software installed to be protected. You can choose to install the Agent software prior to this procedure, or you can deploy the software to the target machine as a part of completing the Protect Machine Wizard. For more information about agentless protection and its restrictions, see Understanding Rapid Snap for Virtual.

For more information about installing the Agent software, see “Installing the Rapid Recovery Agent software” in the Rapid Recovery Installation and Upgrade Guide.
 If the Agent software is not installed prior to protecting a machine, you will not be able to select specific volumes for protection as part of this wizard. In this case, by default, all volumes on the agentlessly protected machine will be protected.

??Rapid Recovery supports the protection and recovery of machines configured with EISA partitions.

When you add protection, you need to define connection information such as the IP address and port, and provide credentials for the machine you want to protect. Optionally, you can provide a display name to appear in the Core Console instead of the IP address. If you change this, you will not see the IP address for the protected machine when you view details in the Core Console. You will also define the protection schedule for the machine.

The protection process includes optional steps you can access if you select an advanced configuration. Advanced options include repository functions and encryption. For example, you can specify which Rapid Recovery repository you want to use. You can also specify an existing encryption key (or add a new encryption key) to apply to the data saved to the Core for this machine. For more information about encryption keys, see Encryption.

The workflow of the protection wizard may differ slightly based on your environment. For example, if the Rapid Recovery Agent software is installed on the machine you want to protect, you will not be prompted to install it from the wizard. Likewise, if a repository already exists on the Core, you will not be prompted to create one.

Caution: Rapid Recovery does not support bare metal restores (BMRs) of Linux machines with ext2 boot partitions. Any BMR performed on a machine with this type of partition results in a machine that does not start. If you want to be able to perform a BMR on this machine in the future, you must convert any ext2 partitions to ext3 or ext4 before you begin protecting and backing up the machine.

  1. From the Rapid Recovery Core Console button bar, click [Protect]Protect.

    NOTE: If you have not yet create a repository, a dialog box alerts you that no repository was found and prompts you to create one. Clicking Yes opens the Create Repository wizard. For more information about repositories, see Repositories.

    The Protect Machine Wizard appears.

  2. On the Welcome page, select one of the follow installation options:
    • If you do not need to define a repository or establish encryption, select Typical.
    • If you want to define a repository or if you want to establish encryption, select Advanced (show optional steps).

      Optionally, if you do not wish to see the Welcome page for the Protect Machine Wizard in the future, select the option Skip this Welcome page the next time the wizard opens.

  3. When you are satisfied with your choices on the Welcome page, then click Next.

    The Connection page appears.

  4. On the Connection page, enter the information about the machine to which you want to connect, as described in the following table, and then click Next.

    Table 43: Machine connection settings
    Text Box Description
    Host The host name or IP address of the machine that you want to protect.
    Port The port number on which the Rapid Recovery Core communicates with the Agent on the machine.

    The default port number for Windows machines is 8006.

    The default port number for Linux machines is 22 (SSH).

    User name

    The user name used to connect to this machine; for example, Administrator (or, if the machine is in a domain, [domain name]\Administrator).

    Enter the user name or, to use a set of credentials saved to Credentials Vault, use the drop-down list and select a user name.

    Optionally, to save your credentials to Credentials Vault, click the plus sign next to the text box. For more information, see Credentials Vault.

    Password Enter the password used to connect to this machine, or select a set of credentials from the drop-down list, which are listed by user name.

    If the Install Agent page appears next in the Protect Machine Wizard, that means that Rapid Recovery does not detect the Rapid Recovery Agent on the machine and will install the current version of the software. Go to step 6.

    If the Upgrade Agent page appears next in the wizard, that means that an older version of the Agent software exists on the machine you want to protect.

    NOTE: The Agent software must be installed on the machine you want to protect, and that machine must be restarted, before it can back up to the Core. To have the installer reboot the protected machine, select the option After installation, restart the machine automatically (recommended) before clicking Next.

  5. On the Upgrade Agent page, do one of the following:
    • To deploy the new version of the Agent software (matching the version for the Rapid Recovery Core), select Upgrade the Rapid Recovery Agent software to the latest version.
    • To continue protecting the machine without updating the Agent software version, clear the option Upgrade the Rapid Recovery Agent software to the latest version.
  6. Click Next.

    The Protection page appears.

  7. Optionally, on the Protection page, if you want a name other than the IP address to display in the Rapid Recovery Core Console for this protected machine, then in the Display name field, type a name in the dialog box.

    You can enter up to 64 characters. Do not use the special characters described in the topic prohibited characters. Additionally, do not begin the display name with any of the character combinations described in the topic prohibited phrases.

  8. Select the appropriate protection schedule settings as described below:
    • To use the default protection schedule, in the Schedule Settings option, select Default protection (hourly snapshots of all volumes).

      With a default protection schedule, the Core will take snapshots of all volumes on the protected machine once every hour. To change the protection settings at any time after you close the wizard, including choosing which volumes to protect, go to the Summary page for the specific protected machine.

    • To define a different protection schedule, in the Schedule Settings option, select Custom protection.

      Schedule options are added to the wizard workflow.

  9. At the bottom of the Protection page, if you are re-protecting a machine previously protected in this Core, and want to keep the previous configuration, select Keep current settings.
  10. Proceed with your configuration as follows:
    • If you selected a Typical configuration for the Protect Machine Wizard in step 2 and specified default protection, then click Finish to confirm your choices, close the wizard, and protect the machine you specified.
    • If you selected Advanced configuration for the Protect Machine Wizard in step 2 , and default protection, then click Next to see repository and encryption options.
    • If you selected a Typical configuration for the Protect Machine Wizard and specified custom protection, then click Next and continue to the next step to choose which volumes to protect.
    • If you selected Advanced configuration for the Protect Machine Wizard in step 2, and default protection, then click Next and proceed to step 13 to see repository and encryption options.

    The first time protection is added for a machine, a base image (that is, a snapshot of all the data in the protected volumes) will transfer to the repository on the Rapid Recovery following the schedule you defined, unless you specified to initially pause protection.

  11. On the Protection Volumes page, select which volumes you want to protect. If any volumes are listed that you do not want to include in protection, click in the Check column to clear the selection. Then click Next.

    NOTE: Typically, it is good practice to protect, at minimum, the System Reserved volume and the volume with the operating system (typically the C drive).

  12. On the Protection Schedule page, define a custom protection schedule and then click Next. For details on defining a custom protection schedule, see Creating custom protection schedules in Simple Mode.

    If you already have repository information configured, did not indicate that you want to change the repository, and you selected the Advanced option in step 2, then the Encryption page appears. Proceed to step 16.

    If you already have repository information configured, and you selected the Advanced option in step 2, or if you indicated you want to change the repository, then the Repository page appears. Proceed to step 13.

  13. On the Repository page, select the repository you want to use to store recovery points for this machine, and then click Next.
  14. On the Encryption page, do one of the following:
    • If you want to use encryption keys for data stored in the repository, select Encrypt the data at rest in a repository, and then do one of the following:
      • To select an existing encryption key to apply to all new data stored in your repository, select Encrypt data using Core-based encryption with an existing key, and from the Select encryption key drop-down menu, select the encryption key.
      • To define a new encryption key at this time to apply to all future data stored in your repository, select Encrypt data using Core-based encryption with a new key, and then enter information about the key as described in the table below:
      Table 44: Define new encryption key
      Text Box Description
      Name Enter a name for the encryption key.

      Encryption key names must contain between 1 and 64 alphanumeric characters. Do not use prohibited characters and prohibited phrases.

      Description Enter a descriptive comment for the encryption key. This information appears in the Description field when viewing a list of encryption keys in the Rapid Recovery. Descriptions may contain up to 254 characters.

      Best practice is to avoid using prohibited characters and prohibited phrases.

      Passphrase Enter a passphrase used to control access.

      Best practice is to avoid using prohibited characters.

      Record the passphrase in a secure location. Quest Data Protection Support cannot recover a passphrase. Once you create an encryption key and apply it to one or more protected machines, you cannot recover data if you lose the passphrase.

      Confirm passphrase Re-enter the passphrase. It is used to confirm the passphrase entry.
    • If you want to encrypt all data that transports over a network, select Encrypt the data in transport over a network.

      NOTE: This option is enabled by default, so if you do not want to encrypt data in this fashion, clear this option.

  15. Click Finish to save and apply your settings.

    NOTE: The first time protection is added for a machine, a base image (that is, a snapshot of all the data in the protected volumes) transfers to the repository indicated in your Rapid Recovery Core following the schedule you defined, unless you specified that the Core should initially pause protection. For information on pausing and resuming protection, see Pausing and resuming protection.

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