Before You Start
Before you start, please check if there are existing virtual machines. If not, please follow the steps below to add Hyper-V servers to have available virtual machines.
- Click Manage Hypervisor > Add to connect to Microsoft Hyper-V.
- Fill in the server address and account information to connect to Microsoft Hyper-V.
Note:
- The storage space of the backup destination and the volume where the package is installed must be at least 8GB to perform a backup task.
- When using Active Backup for Business to back up Hyper-V, a data mover will be installed on the Hyper-V host. Therefore, a host's system volume with at least 512MB of free storage space is required.
- If your NAS cannot be accessed by the Hyper-V server directly, for example, a NAT router hides the NAS from the Hyper-V server, you can click Connection from Hyper-V to Synology NAS to configure network settings.
Apart from adding Microsoft Hyper-V, you can also edit or delete the Hyper-V servers by Manage Hypervisor:
- Edit: Select the existing servers and change the account names and passwords.
- Delete: Delete the servers that are not needed. If there are protected virtual machines in current backup tasks, you need to delete those tasks in order to delete the servers.
Launch the Backup Wizard
You can do any of the following to launch the backup wizard:
- Go to Active Backup for Business > Virtual Machine > Microsoft Hyper-V and single select a virtual machine or press Shift or Ctrl and left click to select multiple virtual machines that you want to back up. Click Create Task to launch the backup wizard.
- Go to Active Backup for Business > Virtual Machine > Microsoft Hyper-V, and click Create Task to launch the backup wizard.
- Go to Active Backup for Business > Virtual Machine > Task List, and click Create > Hyper-V task to launch the backup wizard.
Backup Wizard
To select backup destination and virtual machines:
After the backup wizard has been launched, select a shared folder in the Btrfs file system as the backup destination. Then, specify the backup task name, and select the virtual machines for this backup task.
Note:
If you have already selected a virtual machine in the Microsoft Hyper-V tab, the selected virtual machine will be automatically displayed in this step.
To configure task settings:
- Maximum quantity of concurrent backup device(s): Configure the number of concurrent backed up devices. The maximum number of backed up virtual machines is 10.
- Enable Changed Block Tracking: Only transfers the blocks that have changed since the last backup and significantly reduce the transferred data size.
- Enable application-aware backup: Performs an application-aware backup to ensure application data is consistent. Please note that this feature leverages Microsoft's Volume Shadow Copy Service (VSS) to ensure the consistency of the backed up data for Linux and Windows virtual machines. Therefore, to enable this option, the Windows virtual machine supporting VSS is required.
- Enable data transfer compression: Compresses data during transmission to reduce transferred data size.
- Enable data transfer encryption: Encrypts data during transmission to enhance data security.
- Enable source datastore usage detection: Since taking snapshots may require additional space on the host datastore, insufficient space on the datastore may cause the suspension of virtual machine and data loss. By enabling this feature, the backup task will fail when the host datastore is lower than the certain percentage you have set.
- Enable backup verification: Enable backup verification to enhance backup reliability. By using Synology Virtual Machine Manager (VMM) to boot up a backed up device and shoot a video, users can make sure that the backup file can be properly executed.
- Take livevideo for … sec.: Specify the duration for your video, which will start shooting once Synology Virtual Machine Manager begins running the backup image. The video will be played at 3x speed.
- Advanced settings: Set up the script and information for individual virtual machines.
- Select single virtual machine or shift + left click to multi-select virtual machines to specify the script or virtual machine information settings for virtual machines.
- Click Script to browse the script executed in the guest OS and specify the script processing mode.
- Required successful processing: Virtual machine backup process will stop if the script failed to be executed.
- Ignore script execution failure and continue the VM backup: Virtual machine backup process will continue even if the script failed to be executed.
- Click VM Information to specify the information for individual virtual machine. You may configure the credential, operating system, and IP address.
Note:
- By setting up the script and enabling the virtual machine script execution, the credential and the IP address of the virtual machine are required. An error message will display if the information is missing. The IP address will be automatically filled in if the integration service is installed.
- Synology Virtual Machine Manager is required to be installed to enable backup verification.
To set the backup schedule:
You may set up the backup schedule based on your backup policy.
- Manual backup: A backup task will only be performed when Backup is clicked manually. No scheduled backup will be performed.
- Scheduled backup: Define the desired backup schedule to daily or only on specific days. The task can run once a day or once an hour according to the settings. The backup task will be started when it is the set point of time on the defined days. For example, when the schedule is set as Run on: Wednesday and Saturday, Repeat type: Hourly, and Start at: 03:00, the task will start from 03:00 on Wednesday and Saturday each week and repeat running every hour until the end of these two days.
- Only run backup tasks within the allowed backup windows: Click Configure Backup Window to specify the time when the backup task is allowed or forbidden to be run in order to maintain the operational efficiency of the backup source device. Only the restore points scheduled by time will be displayed on the time slot since the restore points of manual backup are not predictable.
To set the retention policy:
In this step, you can choose either one of the following retention policy to apply to the created task:
- Keep all versions: All the backed up versions will be preserved.
- Apply the following methods:
You need to set at least one policy if you check Apply the following methods.
Keep only the latest versions means the maximum number of the recent versions you may keep. The exceeding versions will be rotated based on the Grandfather-Father-Son (GFS) retention policy or will be deleted when no other retention policy is configured.
Synology employs the Grandfather-Father-Son (GFS) retention policy. You can configure the time ranges of backup versions to be retained for the following time ranges respectively: daily, weekly, monthly, and yearly. If more than one backup version exists within a time range, only the latest one will be kept. For example, if you set a policy as Keep the latest version of the day for 1 day for the backup task which will be run every hour per day, only the version backed up at 23:00 will be kept.
Please note that every configured policy overlaps with each other. For example, if you would like to set the policy as keeping daily backup versions in the first three months, weekly backup versions in the second three months, and monthly backup versions in the third three months. Please tick the checkboxes and insert the numbers as the below picture displays.

The duration of 24 weeks includes the previous daily backup versions of 90 days, and the first weekly backup will be equal to the seventh daily backup. The duration of 9 months also includes the previous weekly backup versions of 24 weeks and daily backup versions of 90 days, and the first monthly backup will be equal to the fourth weekly backup.

To configure privilege settings:
Check the user/group whom you want to grant the privilege for performing Guest Files (Windows / Linux) Restore for the task and browsing the backup versions of the task. To ensure that only eligible users can have access to restore backed-up files and versions of the backup task, privilege settings can be configured during or after the creation of the backup task.
Note:
- Only admin users are allowed to perform Instant Restore and Full Virtual Machine Restore for virtual machine backup tasks. Other users who are enabled in this step can only perform Guest Files (Windows / Linux) Restore from Active Backup for Business Portal.
- Administrators group/users are eligible to restore the backup task by default.
To apply settings and back up the task:
- Confirm all the backup settings from the backup summary, and click Apply.
- Click Yes if you would like to run the backup immediately. If you do not wish the task to be executed immediately, please click No. You can go to the Task List tab, select the task, and click Back up later when you want to run the task.