Guided Setup for Hyper-V

The Virtualization guided setup guides you through creating a server plan, adding a hypervisor, and adding a VM group.

Before You Begin

  • Complete the Core Setup Wizard.

  • Review the information in Hyper-V: System Requirements.

  • The hypervisor can be a Hyper-V cluster, a Hyper-V server in a cluster, or a standalone Hyper-V server.

    Obtain credentials for the Hyper-V server or cluster. The user must belong to the local administrators group for Hyper-V Server 2008 R2 or the Hyper-V administrators group for Hyper-V Server 2012 and later. For a Hyper-V cluster, the user account must have full cluster permissions (Read and Full Control).

  • Identify one or more nodes on which you will install the Virtual Server Agent (VSA) to create access nodes (VSA proxies) for backup and restore operations. To discover Hyper-V servers, the CommServe system must have the VSA installed.

    To use Changed Block Tracking for Hyper-V 2012 R2, select all nodes in the Hyper-V cluster.

    At least one machine must have the VSA installed. For more information, see VSA Proxies and File Recovery Enablers for Linux.


  1. If the setup page is not displayed, from the navigation pane, click Guided setup.

  2. After you complete the core setup, on the Protect tab, click the Virtualization tile.

  3. On the Create server backup plan page, type a name for the plan, then provide information about storage, retention, and backup schedules. For more information, see Creating a Server Plan.

    If you configured a server backup plan as part of the Core Setup, the wizard skips this page.

  4. Click Save.

    The Add hypervisor page appears.

  5. Provide the following information:

    1. Select vendor: Select Hyper-V.

    2. Hypervisor name: Enter a descriptive name for the hypervisor.

    3. Enter host or account information:

      • Hostname / IP address: Provide a fully qualified hostname or IP address for the hypervisor.

      • Username and Password: Enter the user credentials to provide administrative access to the hypervisor.

    4. For a Hyper-V server, click Discover nodes. When the Nodes field is populated, select one or more nodes on which to install the Virtual Server Agent.


      You can continue the setup process while the VSA is being installed on Hyper-V nodes, but you cannot perform backups until that installation is complete.

  6. Click Save.

  7. On the Add VM group page, type a descriptive name to identify the VM group, and then select virtual machines to be protected.

  8. Click Save.

  9. To finish, choose one of the following options:

    • Click Back up Now to perform an immediate backup of the virtual machines in the VM group (without requiring confirmation).

      The Job details page appears and displays job status information.

    • Click Do it later to go to the hypervisor page without performing a backup.


For Hyper-V, the Back up Now option might not be available immediately. You can go to the hypervisor page.

When VSA installation on proxies is complete, perform a backup.