Configuring backups for Azure VMs using the express configuration Wizard

The express configuration wizard creates the Azure application that gives the Commvault Cloud software access to the Azure VMs that you want to back up, so that you don't have to create the Azure application manually.

If you prefer to create an Azure application manually or if you already have an Azure application that you use for Commvault Cloud, use the custom configuration wizard.

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > Virtual machines.

   The Overview page appears.

2. In the upper-right area of the page, click Add hypervisor.

   The Configure Hypervisor page appears.

3. Select Microsoft Azure, and then click Next.

   The Azure configuration overview page of the Configure Microsoft Azure Subscription wizard appears.

4. Select Express configuration using OAuth.

5. Click Next.

   The Authorize Multi-Tenant App page of the configuration wizard appears.

Authorize Multi-Tenant App

Configure Backups for a Tenant That Is Already Added to the Commvault Cloud Software

1. Select Use existing tenant.

2. Select the tenant.

3. Click Next.

Configure Backups for a New Tenant

When you configure backups for a new tenant, the Commvault Cloud software creates an Azure multitenant app for the tenant. For Commvault Cloud to create the app, you must log on to the tenant's account as the global administrator.

1. Select Authorize new tenant.

2. Click Sign in with Microsoft.

   A new browser tab opens to the Microsoft log on page.

3. Select the global administrtor account, and then log on.

   The Microsoft Permissions requested window appears.

4. To confirm that you accept giving the listed permissions to the multitenant app, click Accept.

5. Click Next.

   The Authorize Workload App page of the configuration wizard appears.

Authorize Workload App

Commvault Cloud creates a workload app for the tenant, and then displays the app name and other information.

1. Click Sign in with Microsoft.

   A new browser tab opens to the Microsoft log on page.

2. Select an account that has at least Owner permissions for the tenant's subscription, and then log on.

   The Microsoft Permissions requested window appears.

3. To confirm that you accept giving the listed permissions to the workload app, select Consent on behalf of your organization, and then click Accept.

4. To modify the name of the Azure application, click the edit button , and then enter the new name.

5. Click Next.

   The Assign Role page of the configuration wizard appears.

Assign Role

An Azure custom role named CVBackupRole will be created in the tenant's subscription.

1. For Subscription, select the subscription to create the custom role in.

   To view the permissions assigned to the custom role, click VIEW PERMISSIONS JSON.

2. Click Next.

   The Add Hypervisor page of the configuration wizard appears.

Add Subscription

1. In Name, enter a descriptive name for the hypervisor.

2. Click Next.

   The Summary page of the configuration wizard appears.

Summary

1. Review the summary.

2. To create a VM group that specifies a set of Azure VMs to back up or restore using the same settings, in the lower-right area of the page, click Add VM Group.

   Steps to add a VM group

   1. In Name, enter a descriptive name for the VM group.

   2. To create rules that auto-discover VMs to back up, do the following:

      1. Click Add, and then select Rules.

         The Add rule dialog box appears.

      2. From the list, select the type of rule to create, and then specify the rule:

         • Browse: Select specific VMs. (Selecting this option changes the Add rule dialog box to the Add content dialog box.)

         • Power state: Select VMs based on whether they are powered on or off.

         • Region: Select VMs based on the region that they reside in.

         • Resource group: Select VMs based on the Azure resource group they are in.

         • Tag name: Select VMs based on the names of tags that are assigned to them. For example, to select VMs that have a tag name of "Department", enter Tag name | Equals | Department.

         • Tag value: Select VMs based on the values of tags that are assigned to them. For example, to select VMs that have a tag value of "Finance", enter Tag value | Equals | Finance.

         • Virtual machine name or pattern: Select VMs based on their names. For example, to select VMs that have a name that includes "east", enter Virtual machine name or pattern | Contains | east.

      3. Click Save.

   3. To select specific VMs, do the following:

      1. Click Add, and then select Content.

         The Add content dialog box appears.

      2. From the Browse and select VMs list, select one of the following:

         • VMs: Select specific VMs.

         • Resource groups: Backs up the VMs that are in the resource groups you select.

         • Regions: Backs up the VMs that are in the regions you select.

         • Tags: Backs up the VMs that contain the tags you select.

      3. Click Save.

   4. To see the VMs that are selected for the VM group, click the Preview button.

   5. Click Next.

      The Plan page of the configuration wizard appears.

3. Select an existing backup plan or create a new backup plan.

   Steps to create a backup plan

   1. Click the add button .

      The Create backup plan dialog box appears.

   2. In the Plan name box, enter a descriptive name for the backup plan.

   3. From the Storage list, select the storage.

   4. To configure storage for your backkups, beside Storage, click the add button , and then select any of the following storage types that you want to add:

      • Air Gap Protect

      • Cloud

   5. To configure backups, select the Configure backups check box.

      1. Under Frequency, specify the frequency of the backup.

      2. Under Retention period, specify the duration for which the backup must be retained.

      3. To specify the additional retention, such as weekly full backups, select the Add extended retention check box, and then add rules.

   6. To add an additional storage copy, select Add second copy check box.

      1. From the Storage list, select or add the storage to use for the backups.

      2. Under Backups to copy, select the backup type.

      3. Under Retention period, enter the amount of time to retain the backups.

         To specify additional retention period, such as weekly full backups, select the Add extended retention check box, and then add rules.

   7. To add a third optional storage copy for maximum redundancy, select Add third copy check box, and configure the storage, backup type and retention settings.

4. Click Submit.