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. Choose whether to create a new plan or use a base plan.

  2. In Plan name, enter a name for the server plan.

Backup destinations

  1. Click Add copy.

    The Add copy 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 Storage, 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. To specify the start time for backups on a specific date and later, move the Backups On and After toggle key to the right.

  5. For Retention rules, enter the amount of time to retain the backups.

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

  7. Click Save.

  8. To add additional regions to the backup destination, move the Multi-region toggle key to the right, and then select the regions.

    You can also add more regions and associate the storage copy to the region.

RPO

  1. For Backup frequency, click Add.

    The Add backup frequency dialog box appears.

    1. From the Backup type list, select the backup type, and from the for list, select All agents or Databases.

    2. Specify the frequency of the backup.

    3. To specify the client time zone or to add exceptions, move the Advanced toggle key to the right.

      • From the time zone list, select the time zone according to which the backups must run.

      • To add exceptions when backups must not run, click Exceptions and add exceptions for any day or week of a month.

        These exceptions will repeat every month.

  2. For Backup window, specify when you want incremental and differential backups to run.

  3. 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, move the Back up system state toggle key to the right.

    • 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 Windows Server's VSS (Volume Shadow Copy Service) to back up the system state, select the Use VSS for system state check box.

Snapshot options

  1. Under Snapshot options, do the following:

    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

  1. Under Override restrictions, to allow the derived plans that use this server plan as the base plan to override the settings, move the Allow plan to be overridden toggle key to the right, and then select one of the following options for Storage pool, RPO, and Backup content:

    • 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.