Configuring an Exchange snapshot policy with Instant Recovery

This topic describes how to configure a snapshot policy with Instant Recovery. This topic only covers what is necessary to configure Instant Recovery snapshot backups of Exchange Server. Information on how to configure other policy information is described in another topic. (This information includes other policy attributes and how to create schedules, add clients, and add backup selections.)

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.

Optionally you can perform an off-host Instant Recovery backup.

To configure a snapshot policy with Instant Recovery for Exchange Server

  1. Create a new policy.

  2. Click the Attributes tab.

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

  4. Select the Policy storage.

  5. Click Perform snapshot backups.

  6. Click Retain snapshots for Instant Recovery.

    NetBackup retains the snapshot on disk, so that Instant Recovery can be performed from the snapshot. A normal backup to storage is also performed when the backup schedule specifies Snapshot and copy to storage unit.

  7. In the Snapshot Client group, click Options.

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

  9. Adjust the configuration parameters.

  10. Optional: If you selected that you want to divide backups into multiple jobs and you selected Snapshot and copy to storage unit, click Allow multiple data streams.

  11. (Optional) To perform off-host Instant Recovery backups 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.

  12. Add other policy information as follows:

    • Add clients to the policy.

    • Add backup selections to the policy.

  13. After you add all the clients, schedules, and backup selections you need, click OK.

More Information

Adding schedules for Exchange Instant Recovery

Schedules settings in Exchange Instant Recovery policies

Snapshot options for Exchange Server

Performing Exchange backups with multiple data streams

Requirements for Exchange off-host backups

Adding clients to a NetBackup for Exchange policy

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

Adding backup selections to an Exchange policy with Instant Recovery