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Druva Documentation

Reconfigure virtual machines configured for backup

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

Overview

You must reconfigure a virtual machine for backup, if you want to update the server group associated with the virtual machine. Updating a server group results in updation of backup schedule and retention policy associated with the server group.

After you reconfigure a virtual machine and associate it with a new server group,

  • Virtual machine is backed up as per the schedule defined in the backup policy associated with the new server group.
  • Backup snapshots are retained as per the retention policy associated with the new server group.

Note: While reconfiguring a virtual machine, you cannot change the storage assigned to it.

Prerequisites

Server group, to which the virtual machine must be assigned, should be pre-created . For more information on how to create a server group, see Configure server groups.

Tip: You can also create a new server group while configuring a virtual machine for backup. However, pre-creating a server group helps you quickly configure virtual machines for backup.

Procedure

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click VMware. List of all the registered VMware vCenter servers and ESXi Hypervisors appear.
  3. Click the desired vCenter Server or ESXi Hypervisor, in which you want to reconfigure virtual machines. Details appear.
  4. Under Configured Virtual Machines tab, search and click the virtual machine that you want to reconfigure.
  5. Under virtual machine summary, click Reconfigure VM for Backup.
  6. Reconfigure VM for Backup wizard appears.
    1. If you have already created server group to which the virtual machine should be assigned, follow these steps,
      1. Select Attach to an existing server group option and then select the server group from the drop-down list.
      2. Click Next.
      3. On the Assign Backup Proxy Pool page, select the desired Backup Proxy pool from the list and then click Next.
      4. View the configuration summary and click Finish.
        Selected virtual machine is reconfigured. Virtual machine will be backed up based on the schedule defined in the backup policy associated with the selected server group.
        OR
    2. If you want to create new server group, and assign it to the selected virtual machines, follow these steps,
      1. Select Attach to a new server group option and click Next.
      2. On the Add Server Group page, enter the following details,
        Field Description

        Server Group Name

        Specify a unique name for the server group.

        Storage

        Select the Phoenix storage to which the backed up server data should be saved.

        Note: Once storage is selected, you cannot change the storage assigned to this server group at a later stage.

        Backup Policy

        Select an appropriate backup policy from the drop-down list. Backup policy defines the schedule for backup. For more information, see Configure backup policy.

        If you want to create a new backup policy, click Create New. You are redirected to Add Backup Policy page. Create new backup policy as per the procedure listed in Add a new VMware backup policy.

        Retention Policy

        Select an appropriate retention policy from the drop-down list. Retention policy defines the number of daily/weekly/monthly/yearly snapshots that should be retained for the server group. For more information, see Configure retention policy.

        If you want to create a new retention policy, click Create New. You are redirected to Add Retention Policy page. Create new retention policy as per the procedure listed in Add a retention policy.

      3. Click Next.
      4. On the Assign Backup Proxy Pool page, select the desired backup proxy pool from the list and then click Next.
      5. View the configuration summary and click Finish.
        Selected virtual machine is reconfigured.

Virtual machine is reconfigured for backup and is listed under Configured Virtual Machines tab. Reconfigured virtual machine will be backed up based on the schedule defined in the backup policy associated with the selected server group. Details of the configured virtual machine can be seen on View VMware Details page.

Note: If you reconfigure an individual virtual machine created in a vCenter folder that already has a configuration rule applied to it, it is added to the exclusion list of the rule. 

Bulk update virtual machines

In addition to the steps above, you can select multiple virtual machines and update their server group or the assigned backup proxy pool. To update server group for multiple virtual machines:

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click VMware. List of all the registered VMware vCenter servers and ESXi Hypervisors appear.
    The VMware servers are listed using their IP address or domain name.
  3. Click on the IP address or domain name of the VMware server. You are taken to the VMware server page. You can see the following options in the VMware server page: 
    • All Virtual Machines
    • Configured Virtual Machines
    • Backup Proxy Pools
    • Auto Configuration
  4. Click Configured Virtual Machines. In the Configured Virtual Machines tab, select the virtual machines to which you want to assign a new server group.
  5. After you select virtual machines, click Reconfigure VMs, and then select Change Server Group.  
  6. In the Change Server Group dialog that appears, select a new server group, and click Save
    If the virtual machines you selected for updating the assigned server group were automatically configured using a configuration rule, then the updated virtual machines are added to its exclusion list. 

Note: If a virtual machine was attached to a server group for which the storage was different than the new server group, the reconfiguration fails. For example, if a virtual machine was attached to a server group with storage selected as US-West. If you are attaching your virtual machine to a new server group with storage selected as US-East, your reconfiguration will fail with an error message.

If you try to reconfigure your virtual machines using rules, reconfiguration still fails if the server group specified in the rule uses a different storage. For example, you add virtual machines VM1 and VM2 under folder VMFD1 in a vCenter setup. You attach VM1 and VM2 to the server group G1 that uses storage US-West. Later, you create an auto-configuration rule R1 for folder VMFD1 in which you specify server group G2 that uses storage US-East. In the rule R1, you disable Exclude already configured VMs ensuring auto-configuration of all virtual machines in the folder when the rule is applied. 

When the rule R1 to folder VMFD1 is applied:

  • VM1 and VM2 remain attached to the server group G1 using US-West since the reconfiguration fails due to the different storage
  • You do not see an error message as in manual reconfiguration

To update backup proxy pool for selected virtual machines:

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click VMware. List of all the registered VMware vCenter servers and ESXi Hypervisors appear.
    The VMware servers are listed using their IP address or domain name.
  3. Click on the IP address or domain name of the VMware server. You are taken to the VMware server page. You can see the following options in the VMware server page: 
    • All Virtual Machines
    • Configured Virtual Machines
    • Backup Proxy Pools
    • Auto Configuration
  4. Click Configured Virtual Machines. In the Configured Virtual Machines tab, select the virtual machines to which you want to assign a new server group.
  5. After you select the virtual machines, click Reconfigure VMs, and then select Change Backup Proxy Pool.
  6. In the Change Backup Proxy Pool dialog, select a backup proxy pool and click Save
    If the virtual machines you selected for updating the assigned backup proxy pool were automatically configured using a configuration rule, then the updated virtual machines are added to its exclusion list.