Configuring the Arcserve UDP Appliance › How to Set up the Arcserve UDP Appliance and Create Plans

How to Set up the Arcserve UDP Appliance and Create Plans

After the appliance restarts with the new hostname, the Unified Data Protection wizard opens. The wizard lets you create a basic plan to schedule backups. The plan lets you define the nodes you want to protect and when to create backups. The backup destination is the appliance server.

Note: All the steps on the wizard are optional, you can skip these and directly open the UDP console and create plans.

Follow these steps:

1. Log in to the Arcserve UDP console.
2. The Unified Data Protection wizard first opens the Arcserve UDP Appliance Management dialog. You can manage the UDP console either as a stand-alone instance or you can manage it remotely from another UDP console. The remote console management function is useful when you are managing multiple UDP consoles.

   

3. Select whether you want to manage the appliance locally (default) or from another UDP console.

   If the appliance is managed from another UDP console, then specify the UDP console URL, username, and password.

4. Click Next.

   Note: To anytime cancel the wizard and open the Arcserve UDP Console, click Cancel.

5. The Data Stores dialog opens.

   A data store is a physical storage area on the appliance and can be used as the destination for your backups.

   By default, Arcserve UDP creates a data store called <hostname>_data_store. This data store is deduplication and encryption enabled. For more information about deduplication and encryption, see Data Deduplication, Arcserve UDP Solutions Guide.

   

   Note: As this data store is encrypted, you must specify an encryption password.

6. Enter and confirm the encryption password for this data store.
7. Click Next.
8. The Email and Alerts dialog opens.

   This dialog lets you define the email server that will be used to send alerts and the recipients who would get the alerts. You can select options specify to get alerts based upon successful jobs, failed jobs, or both.

   

9. Specify the following email and alert details.

   Service

   Specifies the email services such as Google Mail, Yahoo Mail, Live Mail, or Other.

   Email Server

   Specifies the email server address. For example, for google server email, specify smtp.gmail.com.

   Port

   Species the email server port number.

   Requires Authentication

   Specifies whether the email server requires authentication. If yes, specify the account name and password for authentication.

   Subject

   Specifies the subject of the email that will be sent to the recipients.

   From

   Specifies the email ID of the sender. The recipients will receive the mail from this sender.

   Recipients

   Specifies the recipients who will receive the alerts. (You can use semicolons ";" to separate multiple recipients).

   Options

   Specifies the encryption method to use for the communication channel.

   Connect using a proxy server

   Specifies the proxy server user name and port number if you are connecting to the mail server through a proxy server. Also, specify a username and password if the proxy server requires authentication.

   Send a Test Email

   Sends a test mail to the recipients. You can verify the details by sending a test mail.

10. Click Next.
11. The Replication to Remote RPS dialog opens.

    

12. Specify the following details if you want the appliance to replicate to a remotely-managed recovery point server (RPS). For more information on a remotely-managed RPS, see the Arcserve UDP Solutions Guide.

    Arcserve UDP Console URL

    Specifies the URL of the remote Arcserve UDP console.

    Username and Password

    Specifies the username and password to connect to the remote console.

    Connect using a proxy server

    Specifies the proxy server details if the remote console is behind a proxy server.

13. If you do not want the appliance to replicate to a remotely-managed RPS, select the This appliance will not replicate to a remotely-managed RPS option.
14. Click Next.
15. The Create a Plan dialog opens.

    Using this dialog you can create a basic plan where you specify the nodes that you want to protect and the backup schedule.

    

    Note: If you do not want to create basic plans using the wizard, click Skip Plan Creation. This will open the last dialog, the Next Steps dialog. Click Finish to open the UDP console and create plans.

16. Specify the following details to create a plan:

    Plan Name

    Specifies the name of the plan. (If you do not specify a Plan Name, the default name "Protection Plan <n>" will be assigned).

    Session Password

    Specifies a session password. The session password is important as it is required when you restore data. Make sure that you do not lose the password.

    How do you want to add nodes to the plan?

    Specifies the method to add nodes to the plan. Select one of the following methods:

    • Hostname/IP Address

      Use this method to manually add the nodes by specifying the node hostname or IP address. You can add as many nodes as you want.

    • Discovering Nodes from Active Directory

      Use this method to add nodes that are in an active directory, you can first discover the nodes by providing the active directory details and then adding the nodes.

    • Importing from a vCenter/ESX Server

      Use this method to import virtual machine nodes from ESX or vCenter servers. This option lists all the virtual machines that are discovered on the hostname or IP address you specify here.

    • Importing from a Hyper-V Server

      Use this method to import the virtual machine nodes from Microsoft Hyper-V servers.

    After you select a method, specify the details on each dialog.

17. After the nodes are added to your plan and you click Next.
18. The Backup Schedule dialog opens.

    

19. Enter the following schedule:
    • Arcserve UDP agent install or upgrade schedule: The latest version of the Arcserve UDP agent is installed on source nodes that do not have the agent installed. Any previous agent installations will be upgraded to the latest version.
    • Incremental backup schedule: A full backup will be performed for the first time, and then incremental backups will be performed after that.

    Note: If you specify the backup time earlier than the install/upgrade time, then the backup is automatically scheduled for the next day. For example, if you schedule the agent installation for Friday at 9:00 PM and backup schedule for 8:00 PM, then the backup will be performed on Saturday at 8:00 PM.

    Cancel Plan Creation: To cancel the plan that you just created, click Cancel Plan Creation.

20. Click Next.
21. The Plan Confirmation dialog opens.

    

22. From here you can review the details of your plan. If necessary, you can edit the nodes or the schedule by clicking Edit Nodes or Edit Schedule, or you can add or delete a plan.

    Edit Nodes

    Modifies the source nodes you want to protect.

    Edit Schedule

    Modifies the backup schedule.

23. After you are satisfied that the plans are correct, click Next.
24. The Next Steps dialog opens.

    You have successfully completed the configuration and you are now ready to work in the Arcserve UDP console. You will be able to add more nodes to protect, customize plans with features such as virtual standby, and add more destinations by including Recovery Point Servers and Data Stores.

    

25. Click Finish to exit the wizard and open the Arcserve UDP Console.