Create a Plan with a Backup Task

A plan includes different types of tasks that you want to perform. To create a copy recovery points task, you must first have a valid recovery point. To get a valid recovery point, you have to create a backup task.

The backup task performs a backup of the source nodes and stores the data to the specified destination. Copy Recovery Points is supported for both Agent-based Windows and Host-based agentless backup. The following procedure explains the steps to create the agent-based Windows backup task. You cannot perform copy recovery point for a non-Windows VM.

Note: For more information about host-based agentless backup, see How to Create a Host-Based Virtual Machine Backup Plan.

For more information about UNC path backup, see How to Create a UNC Path Backup Plan.

For more information about Exchange Online backup, see How to Create an Exchange Online Backup Plan.

Follow these steps:

  1. Click the resources tab on the Console.
  2. From the left pane, navigate to Plans, and click All Plans.
  3. If you have created plans earlier, those plans are displayed on the center pane
  4. On the center pane, click Add a Plan.
  5. Add a Plan opens.
  6. Enter a plan name.
  7. (Optional) Select Pause this plan check box to pause the plan.
  8. The plan will not run until you clear the check box to resume the plan.
    • Note: If a plan is paused, then any in-progress job is not paused but all corresponding scheduled jobs associated with that plan are paused. However, you can manually run a job. For example, backup job and replication job for a node can be run manually even if the respective plan is paused. If there is a following task to the on-demand (manual) job, it does not run. For example, there is a replication task after an on-demand backup job, the replication job does not run for the on-demand backup job. You need to manually run the replication job. When you resume the plan, the pending jobs do not resume immediately. After you resume the plan, the pending jobs run from the next scheduled time.
  1. From the Task Type drop-down list, select Backup, Agent-Based Windows.

    2. Now, specify the Source, Destination, Schedule, and Advanced details.