Configuring a snapshot policy for Exchange Server

To configure a snapshot policy with Instant Recovery, you follow a different procedure.

If you have existing streaming backup policies and you upgraded to Exchange 2010, you must update your backup policies. Exchange 2010 backup policies require that Perform snapshot backups is enabled. You may have to update the backup selections list with the correct directives.

With a snapshot policy you can optionally perform an off-host backup. Also refer to the following topics for policy recommendations:

See Policy recommendations for Exchange Server 2010.

See Policy recommendations for Exchange Server 2007 and earlier database backups.

To configure a snapshot policy for Exchange Server

  1. Create a new policy or open the policy you want to configure.

  2. In the Policy dialog box, click the Attributes tab.

  3. In the Policy type list, click MS-Exchange-Server.

  4. Select the Policy storage.

  5. Click Perform snapshot backups.

  6. In the Snapshot Client group, click Options.

  7. In the Snapshot Client Options dialog box, from the Snapshot method list, click VSS.

  8. Adjust the configuration parameters.

    See Snapshot options for Exchange Server.

  9. (Optional) To perform off-host backups with Exchange 2007 or earlier or with an Exchange 2010 standalone server, do the following:

    • Click Perform off-host backup.

    • In the Machine box, type the name of the alternate client.

    If you use the SFW VSS provider, review the additional installation requirements and configuration that exist.

    See Requirements for Exchange off-host backups.

  10. Optional: To divide backups into multiple jobs, click Allow multiple data streams.

  11. To enable restores of individual items from database backups, click Enable granular recovery.

  12. For an Exchange 2010 DAG or Exchange 2007 replication backup, in the Microsoft Exchange Attributes group choose the Database backup source.

    See Backup source for an Exchange 2010 DAG backup or an Exchange 2007 replication backup .

    See Configuring a preferred server list for an Exchange 2010 Database Availability Group (DAG).

    Note that the settings you choose for Microsoft Exchange Attributes only apply for NetBackup 7.0 clients.

  13. To configure schedules, click the Schedules tab.

    See Adding schedules to a NetBackup for Exchange policy.

  14. Use the Clients tab to specify clients to be backed up by this policy.

    See Adding clients to a NetBackup for Exchange policy.

    For a DAG policy, the client name is the name of the DAG and not the client on which the backup is run. If you want to use a particular Exchange server, add it to the preferred server list.

    See Configuring a preferred server list for an Exchange 2010 Database Availability Group (DAG).

    For off-host backups, the client name should be the name of the primary client. The alternate client must be the client that shares the disk array. This option may require additional configuration.

    See to the NetBackup Snapshot Client Administrator's Guide.

  15. Use the Backup Selections tab to enter the directives or browse for Exchange objects.

    See Notes and limitations for creating a backup selections list for Exchange 2007 and earlier streaming database backups.

    Off-host backups with the SFW VSS provider have a requirement. You must back up storage groups only on the same SFW disk group.

  16. Click OK to close the dialog box.

  17. For any backups that use Granular Recovery Technology (GRT), configure the list of Exchange hosts.

    See Configuring the hosts for backups that use Granular Recovery Technology (GRT) in virtual environments .

More Information

About configuring Instant Recovery backups of Exchange Server (Exchange 2007 and later)

Configuring an Exchange backup that uses Granular Recovery Technology (GRT)

About policy attributes for NetBackup for Exchange

Adding backup selections to an Exchange policy