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Set up Configuration Wizard

The Configuration Wizard helps you configure your data protection environment as soon as you log in to the Console. If you are using Arcserve UDP for the first time, Configuration Wizard is an ideal way to create your first backup plan. It creates plans to define how to protect data. A plan consists of single or multiple tasks to define source, destination, schedule, and advanced parameters. When you log in to the Console for the first time, the Configuration Wizard opens. You can hide the welcome page of the wizard by selecting Do not show this page next time.

You can create a plan to protect your physical nodes such as Windows and Linux nodes, and virtual machines such as VMware and Hyper-V.

The following steps describe a generic description on how to create a Windows Agent-based plan using the Configuration Wizard.

  1. Log in to the Console.

    If you are logging in for the first time, the Configuration Wizard opens.

  2. If the wizard does not open, then click the resources tab and then click Configuration Wizard from the right pane.

    The welcome page of the wizard opens.

  3. Click Next.

    The Create a Plan page opens.

  4. Specify the plan name.
  5. Select a node type to protect.

    For example, select Backup: Agent-based Windows.

  6. Click Next.

    The Add Nodes to Protect page opens. The fields are optional in the Add Nodes to Protect page.

  7. Select the method to add nodes from the drop-down list.

    The fields vary depending on your selection.

  8. Provide the node details, click Add to List, and then click Next.

    The Backup Destination page opens.

  9. Specify the destination type from the drop-down list.

    The remaining fields on the Backup Destination page vary depending on the destination type. You can also enable the session password.

    To create a data store, see Add a data store.

  10. Specify the remaining destination details and click Next.

    The Backup Schedule page opens.

  11. Specify the backup schedule and click Next.

    The Plan Confirmation page opens.

  12. Verify the plan.
  13. (Optional) Click Create a Plan to add another plan.
  14. Click Next

    The resource configuration is complete.

  15. Click Finish.

    The wizard closes and a new plan is created.

    You can see the plan in resources, Plans, All Plans.