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Quick steps to set up Phoenix to back up virtual machines

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

Before you get into Phoenix configuration, learn more about Phoenix for Hyper-V and read system requirements.

Steps

Perform the following tasks to set up Phoenix to back up your virtual machines.

Task Number Task Description
Prepare your host for backup
1 Prerequisites for Hyper-V host Read the prerequisites for installing Phoenix agent.
2 Log on to Phoenix Management Console To begin, log on to Phoenix Management Console with the credentials that you received in the invitation email.

Note: If this is your first login, the welcome screen appears. Click Get Started to set up Phoenix. 
Register your host and configure virtual machines for backup
3 Windows agent installation and activation
  1. Install Phoenix agent on the virtual machine host.
  2. Activate the agent to establish a connection between Phoenix Cloud and the agent. This step also registers the new server on Phoenix Management Console.  To complete this step:
    • Generate the activation token from Phoenix Management Console
      1. Log on to Phoenix Management Console, and select your organization from the drop-down list in the menu bar.
      2. From the menu bar, click Protect > Hyper-V.
      3. Click Register New Setup.
      4. Follow the steps in the wizard to download the agent and get the activation token. 
    • Activate the Phoenix agent 
      1. Install the agent on the host.
      2. Activate the agent on the host. 
      This also registers the server on Phoenix Management Console.
4 Configure the virtual machines for backup After activating Phoenix agents, the activated servers appear as hosts. 

To see the Hyper-V hosts: 

  1. Log on to Phoenix Management Console, and select your organization from the drop-down list in the menu bar. 
  2. From the menu bar, click Protect > Hyper-V. The registered server appears under the Hosts tab. 

The All Virtual Machines tab lists all the virtual machines across registered hosts. Select the virtual machines you want to configure and click Configure VM for backup.

Next steps

After you have an overview of configuration, see: