Configuring a Hypervisor

You can configure a hypervisor during backup of the Amazon EC2 instances. The configuration wizard guides you through the configuration process, which includes creating any new entities that are needed, such as a hypervisor, a plan, and a VM group.

Start the Configuration Wizard

Using the Service Catalog menu:

1. From the Command Center navigation pane, go to Service Catalog > Virtual Machines.

2. Click Configure.

   The Select a Virtual Machines Application screen appears.

3. Click the Amazon Web Services tile.

   The Amazon EC2 Backup Overview page of the configuration wizard appears.

Using the Protect menu:

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

   The Virtual machines page appears.

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

   The Configure Hypervisor page appears.

3. Select Amazon Web Services.

4. Click Next.

   The Amazon EC2 Backup Overview page of the configuration wizard appears.

Adding a Hypervisor

1. On the Amazon EC2 Backup Overview page, select Back up using Metallic Infrastructure, and then click Next.

   The Configure Permissions page of the configuration wizard appears.

2. Click the Launch CloudFormation Stack link to open the AWS console for the AWS admin account.

   Important

   If you do not have permission to create a role in the AWS account, copy the Launch CloudFormation Stack link and share it with your AWS IAM administrator.

3. Log on to the AWS console.

   The Quick create stack page appears.

4. Under Capabilities, read the information about the template, and then select the acknowledgment check box.

5. Click Create stack.

   Wait for the CloudFormation Stack to finish creating the MetallicAdminRole IAM role. The CloudFormation Stack creates an IAM policy called MetallicAdminRole-STSAssumePolicy for STS Assume Role authentication, and then attaches the policy to MetallicAdminRole.

   Once stack deployment completes, copy the RoleARN and external ID from the Output tab on the AWS console.

6. Return to the Commvault configuration wizard.

Configuring Credential

1. Select a saved credential from the Credential list or click the add button to add a new credential.

   Notes

   You must have an IAM Role ARN and external ID to configure the credential, which can be obtained from the CloudFormation Template output tab in AWS console.

   When using a saved credential, you must ensure that it has an external ID. You can click the edit button to add an external ID to the saved credential.

2. Click Next.

   The Region page of the configuration wizard appears.

Region

1. Select the region that the instances reside in.

   Note

   Only the regions where the Commvault backup gateway instances are present are listed.

2. Click Next.

   The Select Cloud Storage page of the configuration wizard appears.

Select Cloud Storage

To review the supported combinations of primary and secondary storage, see Metallic Storage Options.

Primary Copy

1. Select or configure new cloud storage as your primary copy.

   Note

   The primary copy will always be configured in the same region as your data source.

   Steps to create an S3 storage bucket

   1. Click the add button .

      The Add cloud storage dialog box appears.

   2. In Name, enter a descriptive name for the cloud storage.

   3. In ARN Role, enter the ARN of MetallicRole.

   4. In Bucket, enter the Amazon S3 bucket name.

   5. For Storage Class, select the storage class for the type of access that you want to have for the data.

   6. Click Save.

Secondary Copy

1. Decide whether to store a secondary copy of the backup data for long-term retention.

   Steps to create a secondary copy

   1. Move the Secondary copy toggle key to the right.

   2. For Storage location, select an existing storage location or create a new storage location.

      Note

      If you select a different region for the secondary copy, you will incur inter-region data transfer costs.

      To create a storage location, do the following:

      1. Click the add button .

         The Add cloud storage dialog box appears.

      2. Follow the steps mentioned in the Primary Copy section above.

2. Click Next.

The Plan page of the configuration wizard appears.

Plan

A plan specifies the storage to back up the data to and other settings such as recovery point objective (RPO) settings.

1. Select an existing plan or create a new plan.

   Steps to create a plan

   1. Click the add button .

      The Add Plan dialog box appears.

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

   3. For the Plan settings, select pre-defined settings or create custom settings:

      To select pre-defined settings, under Retention rules, select one of the following:

      1. Select Standard retention to retain the incremental backups for 1 month.

      2. Select Extended retention for optimized storage where the incremental backups of primary and secondary copies are retained for 1 month, and extended retention for monthly and yearly full backups.

         Note

         The Extended retention option is available only when the secondary copy backup is selected.

      To create custom settings, select Custom plan, and then specify the following:

      1. For Snapshot retention, specify the number of snapshots to retain for IntelliSnap backups.

      2. For Retention, specify the amount of time to retain the backups.

      3. For Backups run every, specify how often to run backups.

   4. Click Done.

2. Click Next.

   The Cloud Account page of the configuration wizard appears.

Cloud Account

By default, the Add a new cloud account option is selected.

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

2. Click Next.

   The Add VM Group page of the configuration wizard appears.

Add VM Group

A VM group is a set of VMs that you want to back up with the same settings. By default, the VM group is associated with all unprotected VMs that are discovered.

You can add content to the VM group by using rules that auto-discover content, by selecting specific clusters, and by other ways. When you first create the VM group, you can add a cluster that is relatively small, and then later you can update the VM group by adding more content.

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

2. To create rules that auto-discover and select clusters 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:

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

   4. Guest DNS hostname: Select clusters based on a hostname or a domain. For example, to select hosts on the "mycompany.com" domain, enter Guest DNS hostname | Ends with | mycompany.com.

   5. Guest OS: Select clusters based on operating system. For example, to select clusters that are not Windows, enter Guest OS | Does not contain | Windows.

   6. Instance name or pattern: Select instances based on their names. For example, to select instances that have a name that includes "east", enter Instance name or pattern | Contains | east.

   7. Power state: Select clusters based on a power status of Running or Stopped.

   8. Region: Select clusters based on the region that they reside in.

   9. Tag name: Select clusters based on the names of tags that are assigned to them. Enter the tag name in the region\tag_name format. For example, to select instances in the eastern US region that are for a department, enter Tag name | Equals | us-east-1\department.

   10. Tag value: Select clusters based on the values of tags that are assigned to them. Enter the tag value in the region\tag_name\tag_value format. For example, to select instances in the eastern US region for the human resources department, enter Tag value | Equals | us-east-1\department\HR.

   11. Zone: Select clusters based on the zone that they reside in. For example, to select clusters that reside in any eastern US zone, enter Zone | Contains | us-east. You can enter the zone value by typing or browsing to select.

   12. Click Save.

3. To select clusters in other ways, 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:

   3. By region: Select clusters based on the region that they reside in.

   4. By zone: Select clusters based on the zone that they reside in.

   5. By tags: Select clusters based on tags that are assigned to them.

   6. By instance type: Select instances based on their type, such as t2.micro or c5.large.

   7. Select the clusters to add to the VM group.

   8. Click Save.

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

5. To use IntelliSnap to back up the VM group, move the IntelliSnap toggle key to the right.

6. Click Next.

   The Summary page of the configuration wizard appears.

Summary

1. Review the summary.

2. Click Finish.