Complete the Guided Setup for Active Directory

Updated

The Active Directory guided setup guides you through creating a server plan and adding the Active Directory application.

To complete the guided setup for Active Directory, you will need the following server information:

  • The host name

  • The credentials that you use to access the Active Directory server

Go to the Active Directory Guided Setup

  1. From the navigation pane, go to Guided setup.

    The Welcome page appears.

  2. On the Protect tab, at the bottom of the page, click More.

  3. Click the Active Directory tile.

    The Active Directory setup page appears.

Create a Server Plan That You Can Use for Active Directory

If you already have a server plan that you can use, you can skip this step.

  1. On the Create server backup plan page, click Create a new plan, and then specify the settings for a server plan that you can use for Active Directory.

Settings

Steps

Plan name

  1. Enter a name for the server plan.

    Click Next.

Backup destinations

  1. Click Add.

    The Add backup destination dialog box appears.

  2. In Name, enter a name for the backup destination.

  3. From the Storage list, select the storage to use for the backups.

    If you selected storage that uses Distributed Storages, the Optimize for instant clone toggle key appears.

    By default, this setting is turned on to allow the associated Distributed Storage to optimize backups for clones, using Copy Data Management. To turn off the setting, move the Optimize for instant clone toggle key to the left.

    The setting does not apply to Hyperscale solutions that use Distributed Storage.

  4. For Retention period, enter the amount of time to retain the backups.

  5. To specify additional backups, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

  6. Click Save.

RPO

  1. For Backup, specify how often and when to run incremental backups.

  2. To run full backups, move the Add full backup toggle key to the right, and then specify how often and when to run full backups.

  3. For Backup window, specify when you want incremental backups to run.

  4. For Full backup window, specify when you want full backups to run.

Folders to back up

  1. To back up only some content, in Content to back up, enter the content to back up.

    By default, all content is backed up.

  2. To exclude folders or files from the backup, in Exclude - files/folders/patterns, enter the content to exclude.

  3. Specify whether to include the system state in backups:

    • To include the system state in all backups, select the Back up system state check box.

    • To include the system state only in full backups, select the Back up system state check box and the Only with full backup check box.

    • To use VSS (Volume Snapshot Service, also called Shadow Copy) to back up the system state, select the Use VSS for system state check box.

Snapshot options

  1. Specify how to retain snapshots:

    • To specify a number of jobs to retain on a snapshot copy, select Number of snap recovery points, and then enter the number of jobs to retain.

    • To specify a retention period, select Retention period, and then enter the amount of time to retain the jobs.

  2. If you don't want to create backup copies, move the Enable backup copy toggle key to the left to turn it off.

  3. For Backup copy frequency, enter how often to run backup copy jobs.

Override restrictions

  • To allow the derived plans that use this server plan as the base plan to override the settings, under Override restrictions, select the Allow plan to be overridden check box, and then select one of the following options for Storage pool, RPO, and Folders to backup:

    • Override required: Plans derived from this base plan do not inherit the base plan values.

    • Override optional: Plans derived from this base plan can either inherit the base plan values or have different values.

    • Override not allowed: Plans derived from this base plan must inherit the base plan values.

  1. Click Save.

Add the Active Directory App

  1. On the Add an Active Directory page, enter the following information:

    • Host name: Enter a fully qualified hostname or IP address for the Active Directory computer. You can enter more than one host name at a time.

    • Username and Password: Enter the user credentials to provide administrative access to the Active Directory computer.

      The administrator must have the following permissions for performing a backup and restore operation:

      • Be a member of the Domain Administrator Group.

      • Be able to access the Active Directory deleted object container or the tombstone.

      • At the minimum have Read, Change and Create Child Objects permissions in the Active Directory domain.

        Each domain must have an Active Directory agent installed, to protect individual domains. You can install the Active directory agent on any domain controller within the same domain.

        Note: You can still use an account that is not in the domain to perform backups. The account must have Read, Change and Create Child Objects permissions in the Active Directory domain. However, DNS Zones are not backed up using that account

    • Select a Plan: Select a server plan.

  2. Click Save.