Guided Setup for OpenStack

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 OpenStack: System Requirements.

  • Identify the keystone address for the OpenStack node and obtain administrator user credentials. If there are multiple endpoints for the keystone URL, use the public endpoint.


    If the endpoint uses a port other than 5000 or if the endpoint listening on port 5000 is not configured to authenticate the user, enter the full keystone endpoint URL. The endpoint URL must be able to authenticate the user logon credentials, and can be the public or admin URL.

  • Install the Virtual Server Agent (VSA) package on at least one instance in the OpenStack data center to create an access node (VSA proxy). You can install the VSA on other instances to create additional access nodes for the data center.

    At least one VSA proxy is needed for each region.

    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 OpenStack.

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

    3. Enter host or account information:

      • OpenStack:

        Keystone Address: Enter the fully qualified host name or IP address for the keystone node. If there are multiple endpoints for the keystone URL, use the public endpoint.

        User name: Enter the user name for the keystone node user with administrator privileges.

        OpenStack Domain (optional): If a domain is configured in the OpenStack environment, enter the domain for the keystone node user.


        You cannot remove the Openstack Domain or disable the user on an already created Openstack hypervisor client. Create a new client without specifying the Openstack Domain.

        Password: Enter the password for the user account.

    4. Access node: Select an instance in the OpenStack data center.

  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.