FDR/UPSTREAM VMware support

February 2019

UPSTREAM VMware support

• FDR⁄UPSTREAM supports the backup and recovery of VMware VSPHERE and supports v5x, and later.

• UPSTREAM ensures a consistent, recoverable backup of a virtual machine that can be managed by the UPSTREAM product for reliable operation. In addition, those backups can be restored easily.

• All VMware backup scheduling and monitoring is done via the UPSTREAM Web Portal GUI. Minimum requirement is Web Portal v 2.1 or higher and UPSTREAM client v4.0 or higher.

See UPSTREAM client manual Chapter 2 for details on installing Web Portal.

UPSTREAM VMware support

• The following slides provide a high level overview and outline the steps required for performing configuration, backup operations, and restores.

Configuration

Go to the Storage Server/Security Tab 1 – Edit the Storage Server properties to enable VMware backups by checking the ‘VMware use’ box

1a. Define Storage resources. This is done in the ‘Storage Resources/Policies’ tab. Most users will create one Tape and one Disk resource. This example illustrates Disk on an Upstream z/OS storage server.

Click here to add Disk Resource

1b. This example illustrates TapeClick here to add Tape

Resource

2 – – Define Storage Policies. This is done in the ‘Storage policy’ tab, & uses the Storage resources that were defined in the previous step, as well as retention scheme. Backups schedules, described later, will point to these Storage policies. Most uses will create multiple Storage Policies to handle different backup retention needs and choose whether the backups go to Disk or Tape.Click to

add Policy

Select Backup

Type

3. Define the vCenter server or single ESX server that you wish to protect.

All the following steps are performed in the VMware tab

Add VmwareServer

4a – Define the ‘Proxy backup Clients’. First configure the UPSTREAM Proxy clients. These must be Windows clients running v4.0.00 or later & be configured for Web Portal use, defined in the UPSTREAM client configuration. This is done by First highlighting the client system you want to use as a proxy client, and then clicking the configure button in the client list.

Step 1

4b- Simply check the VMware Agent Enabled check box and click Save

Step 2

4c- Then restart the client for the configuration change to take effect.

Step 3

4d – Enable the ‘Proxy backup Clients’. This is done in the VMware Proxies’ tab. These ‘Proxy’ clients do the process and work of backing up and restore operations for the VMs. Highlight

a client and

select Edit

4e – Define the ‘Proxy backup Clients’.

Select to enable, choose transport mode

and # ofConcurrent

backup tasks

Select what to backupand

Schedule backup

5a – Set up backups. Use the ‘vCenter Servers’ tab. Select any level in the tree & all VMs at or lower than this level will be included. You can also exclude VMs from the backup, if desired.

vCenterServerlevel

DataCenter Level

Resource Pool Level

Highlight a level and click add

5b – Set up backups. Name the backup and define the schedule to be run. Can also be run as ad hoc operation.

Name the

backup

Choose storage policy

Define schedule

Monitor operations

6 – Monitor operations & restart any failed backup. Gives the status, result, start & end times & messages for the backup. Also allows you to modify the backup job.

For job Jim1

These are the Virtual Machines

Highlight failed

backup to restart

and click ‘restart’

Restore

7a – Restore VMs. This is done in the ‘VMware Restore’ tab. Select the VM to restore.

7b – Restore VMs. Having made the selection, choose the version to restore. Choose to overwrite existing VM or to create a new VM. If creating new VM, select the resources.

Select appropriate radio button

Thank You