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Creating Plans to Protect Data

To protect a node, you need to create a plan with a backup task. A plan is a group of tasks to manage backup, replication, and creation of virtual standby nodes. A plan consists of a single or multiple tasks. Tasks are a set of activities to define the source, destination, schedule, and advanced parameters.

You can create the following tasks:

Backup Task

Lets you create a backup task to protect Windows, Linux, and host-based virtual machine nodes. Based on the type of nodes you want to protect, use one of the following backup tasks:

Agent-Based Windows Backup

Defines a backup task to protect Windows nodes. In an agent-based backup method, an agent component is used to back up data. The agent is installed on the source node.

Host-Based Agentless Backup

Defines a backup task to protect host-based virtual machines in a VMware vCenter/ESX or Microsoft Hyper-V server. In an agentless backup method, you do not need to install an agent component on either the server or the virtual machine. However, you have to install the agent on a proxy server.

Agent-Based Linux

Defines a backup task to protect Linux nodes. The agent is installed on a Linux Backup Server and not on the source nodes that you want to protect.

Replicate from a remote RPS

Lets you create a task to receive data from a remote recovery point server.

Replicate Task

Lets you create a task to replicate backup data from a recovery point server to another recovery point server.

Virtual Standby Task

Lets you create a task to create a virtual standby node.

File Copy Task

Lets you copy selected files from the source node and store the copied files in a local or shared folder. You can also store the files in a cloud storage.

Copy Recovery Points Task

Lets you copy the recovery points to a local or shared folder.

Replicate to a remotely-managed RPS

Lets you create a task to replicate or send data to a remote recovery point server.

The following table displays the list of follow-up tasks that you can add after Task 1:

Task 1

Follow-up Tasks

Backup: Agent-Based Windows

  • Replicate
  • Virtual Standby
  • Copy Recovery Points
  • File Copy
  • Replicate to a remotely-managed RPS

Backup: Host-Based Agentless

  • Replicate
  • Virtual Standby
  • Copy Recovery Points
  • Replicate to a remotely-managed RPS

Backup: Agent-Based Linux

None

Replicate data from a remote RPS

  • Virtual Standby
  • Replicate

Virtual Standby*

None

* Use this Virtual Standby task to create virtual standby machines for nodes that you import from Arcserve High Availability.

The following diagram illustrates how different tasks form a backup plan. The diagram also shows parameters that you can define in each task.

UDP_Plan

This section contains the following topics:

How to Create a Windows Backup Plan

How to Create a Linux Backup Plan

How to Create a Host-Based Virtual Machine Backup Plan

How to Create a Virtual Standby Plan

How to Create a Virtual Standby Plan for Arcserve High Availability Nodes

How to View Virtual Standby Settings from the Monitor Server

How to Protect Virtual Standby Machines

How to Replicate Data Between Data Stores Managed from a UDP Console

How to Replicate Data Between Data Stores Managed From Different UDP Consoles

How to Perform an Offline Data Replication Using RPS Jumpstart

How to Create a Copy Recovery Points Plan

How to Create a File Copy Plan