Create Backup Task

To back up virtual machines, you must configure a backup task to define how, where, and when to back up the virtual machine data. A backup task can be used to process one virtual machine or more. You can configure a backup task and start it immediately or save the task and run it later. This section will guide you through how to create backup tasks step by step.

Contents

  1. Before You Start
  2. Launch the Backup Wizard
  3. Backup Wizard

Before You Start

Before you start, please check if there are existing virtual machines. If not, please follow the steps below to add the vCenter Server or vSphere Hypervisor (ESX / ESXi) to have virtual machines available.

  1. Click Manage Hypervisor > Add to connect to VMware vSphere.
  2. Fill in the server address and account information to connect to VMware vSphere.

Note:

Apart from adding VMware vSphere, you can also edit or delete the vCenter Server or vSphere Hypervisor (ESX / ESXi) in Manage Hypervisor:

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. Please note that a Btrfs shared folder "ActiveBackupforBusiness" will be created in your $_DSPRODUCTNAME_$ automatically after the installation of Active Backup for Business.

Note:

If you have already selected a virtual machine in the VMware vSphere tab, the selected virtual machine will be automatically displayed in this step.

To configure task settings:

Note:

To set the backup schedule:

To set the retention policy:

In this step, you can choose either one of the following retention policy to apply to the created task:

To configure privilege settings:

Check the user/group to whom you wish 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:

To apply settings and back up the task:

  1. Confirm all the backup settings from the backup summary, and click Apply.
  2. 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.