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Configure BlueXP backup and recovery settings

Contributors amgrissino
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After you set up BlueXP, configure the backup and recovery settings, which include adding credentials for host resources, importing SnapCenter resources, configuring log directories, and configuring VMware vCenter settings. You should do this before you actively start backing up and recovering your data.

Required BlueXP role
Backup and Recovery super admin, Backup and Recovery backup admin, Backup and Recovery restore admin. Learn about Backup and recovery roles and privileges. Learn about BlueXP access roles for all services.

Add credentials for host resources

Add credentials for the host resources that you want to import from SnapCenter. Host credentials are used to discover new workloads and apply backup policies.

If you don't already have credentials, you can create them. These credentials must have required permissions to access and manage the host workloads.

You need to configure the following types of credentials:

  • Microsoft SQL Server credentials

  • SnapCenter Windows host credentials

Steps

  1. From the BlueXP backup and recovery menu, select Settings.

    Settings option showing the options

  2. Select the down arrow for Credentials.

    Settings option

  3. Select Add new credentials.

    Settings option to add new credentials

  4. Enter information for the credentials. Different fields appear depending on the Authentication mode you select. Select the Information i for more information about the fields.

    • Credentials name: Enter a name for the credentials.

    • Authentication mode: Select Windows or Microsoft SQL.

      Tip You need to enter credentials for both Windows and Microsoft SQL Server, so you'll need to add two sets of credentials.

  5. If you selected Windows:

    • Connector: Enter the BlueXP Connector IP address.

    • Domain and user name: Enter the NetBIOS or domain FQDN and user name for the credentials.

    • Password: Enter the password for the credentials.

  6. If you selected Microsoft SQL:

    • Host: Select a discovered SQL Server host address.

    • SQL Server instance: Select a discovered SQL Server instance.

  7. Select Add.

Edit credentials for host resources

You can later edit the password for the host resources that you imported from SnapCenter.

Steps

  1. From the BlueXP backup and recovery menu, select Settings.

  2. Select the down arrow to expand the Credentials section.

    Settings option

  3. Select the Actions icon Actions option > Edit credentials.

    • Password: Enter the password for the credentials.

  4. Select Save.

Maintain VMware vCenter settings

Provide the VMware vCenter credentials to discover the VMware vCenter Server workloads that you want to back up. If you don't have existing credentials, you can create them with the required permissions to access and manage the VMware vCenter Server workloads.

Steps

  1. From the BlueXP backup and recovery menu, select Settings.

    Settings option showing the options

  2. Select the down arrow to expand the VMware vCenter section.

    Settings option showing the VMware vCenter settings

  3. Select Add vCenter.

  4. Enter the VMware vCenter Server information.

    • vCenter FQDN or IP address: Enter a FQDN name or the IP address for the VMware vCenter Server.

    • Username and Password: Enter the username and password for the VMware vCenter Server.

    • Port: Enter the port number for the VMware vCenter Server.

    • Protocol: Select HTTP or HTTPS.

  5. Select Add.

Import and manage SnapCenter host resources

If you previously used SnapCenter to back up your resources, you can import and manage those resources in BlueXP backup and recovery. With this option, you can import SnapCenter Server information to register multiple Snapcenter servers and discover the database workloads.

This is a two-part process:

  • Import SnapCenter Server application and host resources

  • Manage selected SnapCenter host resources

Import SnapCenter Server application and host resources

This first step imports host resources from SnapCenter and displays those resources in the BlueXP backup and recovery Inventory page. At that point, the resources are not yet managed by BlueXP backup and recovery.

Tip After you import SnapCenter host resources, BlueXP backup and recovery does not take over protection management. To do so, you must explicitly select to manage these resources in BlueXP backup and recovery.
Steps

  1. From the BlueXP backup and recovery menu, select Settings.

    Settings option showing the options

  2. Select the down arrow to expand the Import from SnapCenter section.

    Settings option to import SnapCenter Server resources

  3. Select Import from SnapCenter to import the SnapCenter resources.

    Settings option to import SnapCenter Server resources

  4. Enter SnapCenter application credentials:

    1. SnapCenter FQDN or IP address: Enter the FQDN or IP address of the SnapCenter application itself.

    2. Port: Enter the port number for the SnapCenter Server.

    3. Username and Password: Enter the username and password for the SnapCenter Server.

    4. Connector: Select the BlueXP Connector for SnapCenter.

  5. Enter SnapCenter server host credentials:

    1. Existing credentials: If you select this option, you can use the existing credentials that you have already added. Enter the credentials name.

    2. Add new credentials: If you don't have existing SnapCenter host credentials, you can add new credentials. Enter the credentials name, authentication mode, user name, and password.

  6. Select Import to validate your entries and register the SnapCenter Server.

    Note If the SnapCenter Server is already registered, you can update the existing registration details.
Result

The Inventory page shows the imported SnapCenter resources.

Inventory page showing the imported SnapCenter resources and the Manage option

Manage SnapCenter host resources

After you import the SnapCenter resources, manage those host resources in BlueXP backup and recovery. After you select to manage those imported resources, BlueXP backup and recovery can back up and recover the resources that you are importing from SnapCenter. You no longer need to manage those resources in SnapCenter Server.

Steps

  1. After you import the SnapCenter resources, on the Inventory page that appears, select the SnapCenter resources that you imported that you want to have BlueXP backup and recovery manage from now on.

  2. Select the Actions icon Actions option > Manage to manage the resources.

    Inventory page showing the imported SnapCenter resources and the Manage option

  3. Select Manage in BlueXP.

    The Inventory page shows Managed under the host name to indicate that the selected host resources are now managed by BlueXP backup and recovery.

Edit imported SnapCenter resources

You can later re-import SnapCenter resources our edit the imported SnapCenter resources to update the registration details.

You can change only the port and password details for the SnapCenter Server.

Steps

  1. From the BlueXP backup and recovery menu, select Settings.

  2. Select the down arrow for Import from SnapCenter.

    The Import from SnapCenter page shows all previous imports.

    Settings option to import SnapCenter Server resources showing previously imported resources

  3. Select the Actions icon Actions option > Edit to update the resources.

  4. Update the SnapCenter password and port details, as needed.

  5. Select Import.

Configure log directories in snapshots for Windows hosts

Before you create policies for Windows hosts, you should configure log directories in snapshots for Windows hosts. Log directories are used to store the logs that are generated during the backup process.

Steps

  1. From the BlueXP backup and recovery menu, select Inventory.

    Inventory page showing the workloads and the View details option

  2. From the Inventory page, select a workload and then select the Actions icon Actions option > View details to display the workload details.

  3. From the Inventory details page showing Microsoft SQL Server, select the Hosts tab.

    Inventory details page showing Microsoft SQL Server Hosts tab and the Actions menu

  4. From the Inventory details page, select a host and select the Actions icon Actions option > Configure log directory.

    Configure log screen

  5. Either browse or enter the path for the log directory.

  6. Select Save.