Virtualize Me for FreeBSD - Advanced

Table of Contents

Creating a Virtual Machine Using a Point-in-Time Backup

By default, the latest data and configuration settings of the client computer, backed in the default backup set, is used to create the virtual machine. However, you can create the virtual  machine with data and configuration settings that was backed up at any point in time.

Follow these steps to select the point in time.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Select Point in Time.
  4. Select a date and time to specify the point in time. All of the data that was backed up before the specified point in time is restored when the virtual machine is created.
  5. The default time zone of the CommServe is used to determine the point in time. If you want to restore data that was backed up in a different time zone, select the required Time Zone.
  6. Click Next.
  7. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  8. Click Next.
  9. Click Next.
  10. Click Finish.

Creating a Virtual Machine Using a User Defined Backup Set

By default, the latest data and configuration settings of the client computer, backed in the default backupset is used to create the virtual machine. You can create a backupset to back up data and configuration settings for the Virtualize Me operation. This is useful when you want to back up only selected data on the client computer and create a virtual machine with the selected data.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, select a <Backup Set> from the Backup Set list.
  4. Click Next.
  5. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  6. Click Next.
  7. Click Next.
  8. Click Finish.

Choosing a Different Backup Copy for Virtualization

You can use a specific copy of the backup data to create the virtual machine. By default, the virtual machine is created with the backup data from the storage policy copy that has the lowest copy precedence. Follow these steps to specify the copy precedence of the backup copy.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Restore Options tab.
  7. Enter the Copy Precedence of the copy that you want to use to create the virtual machine.
  8. Click Next.
  9. Click Finish.

Using an Alternate User Account for Virtualization

By default, the user account that you have used to login to the CommCell Console is used to perform the virtualization job. If you are using Active Directory User account to login to the CommCell console, you must enter the password for the user account. If you have logged in as the CommCell console administrator, the password is not required to perform the virtualization job.

Administrator can create a separate end-user account to perform the virtualization job. For instructions on creating a new user, see Creating a User.

The end-user account must be assigned the following permissions. For instructions on defining permissions at the client level, see Client Owner Security.

  • Administrative Management
  • Browse
  • End User Access
  • Out of Place Recover
  • In Place Recover
  • Installation
  • Agent Management

Follow these steps to use an alternate user account to perform the virtualization job:

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click Use a different user account.
  7. Enter the credentials for the user account which you want to use to perform the virtualization job.
  8. Click Next.
  9. Click Finish.

Scheduling the Virtualization Operation

Scheduling jobs help to ensure that certain operations are automatically performed on a regular basis without user intervention. Follow these steps to schedule the virtualization of a physical machine.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box:
    • For VMWare, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
    • For Hyper-V, select an Hyper-V instance, Hyper-V Host, and a location for the virtual machine in the Storage box. Select the location for the ISO Path on the Hyper-V server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click Next.
  7. On the Submit Job dialog box, click Schedule and then click Configure.
  8. Select the appropriate scheduling options.
  9. Click OK to close the Schedule Details dialog box.
  10. Click Finish.

Setting Up Alerts for the Virtualization Operation

You can set up alerts for a Virtualize Me job from the CommCell Console. If the Virtualize Me job starts or fails or completes with errors, the configured users will receive an alert notification.

For details about alert criteria, refer to Available Alerts.

Follow these steps to configure alerts for a Virtualize Me job.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click Next.
  7. On the Submit Job/Alert dialog box, click Add Alert....
  8. From the Add Alert Wizard dialog box, select the threshold and notification criteria, and then click Next.
  9. Select the way in which the alert is to be sent to its intended recipient, and then click Next. For example, you can click Select [Email] for notification to send the alert as an email.
  10. Select the CommCell users and/or user groups that will receive the alert, and then click Next.
  11. Review the options that you selected in the Summary tab, and then click Finish.

Setting an Expiration Date for the Virtual Machine

You can set an expiration date for the virtual machine. Follow these steps to set the expiration date of the virtual machine.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box:
    • For VMWare, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
    • For Hyper-V, select an Hyper-V instance, Hyper-V Host, and a location for the virtual machine in the Storage box. Select the location for the ISO Path on the Hyper-V server.
  5. Clear the Never check box next to Expiration Date, and then select an expiration date from the calendar.
  6. Click Next.
  7. On the Review Recovery Options dialog box, click Next.
  8. Click Finish.

After the expiration date, the virtual machine is powered off and decommissioned. However, if you have performed regular backups of the virtual machine using the Virtual Server iDataAgent, you can recover a decommissioned virtual machine at any time. We recommend that you use the Virtual Server iDataAgent to perform regular backups of the virtual machine.

You can use the VM Lifecycle management feature to change the expiration date later. For more information about how to set up this feature, refer to Overview - VM Lifecycle Management.

Once you set up the VM Lifecycle management feature, refer to Renew a Virtual Machine.

Modifying the Configuration for a Virtual Machine

When you convert the client computer into a virtual machine, you can modify the disk configuration of the client computer so that the virtual machine is created with the modified disk configuration.

Select Mount Points

Select specific mount points on the client computer. You can select only system mount points, and then add the non-system mount points later. This feature is useful when the non-system mount points reside on disks provisioned by iSCSI or SAN. Follow these steps to select mount points on the client computer.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Disk Configuration tab.

    The list of mount points that are on the client computer appears. You can also view the disks corresponding to the selected mount point. If the mount point spans across multiple disks or physical volumes (PVs), then the list of disks/ PVs used for the mount point can be seen by clicking in the Disk / PV Name column. Note that this is just a view of the underlying disks for the mount point and does not provide a mechanism to alter the selection. Mount point size cannot be altered. If you wish to have a greater control over mount point sizes, refer to Auto Disk Layout section.

  7. Select the required mount points from the list. The virtual machine is created with the Selected mount points.

    You can also alter selection of disks. Mount point selection will be toggled if the disk selection is toggled here. Disk size can be only increased. If you wish to have a greater control over disk sizes, refer to Auto Disk Layout section.

  8. Click Next.
  9. Click Finish.

Modify Mount Point Size Using Automatic Disk Layout

You can increase or decrease the mount point size for all of the non-system mount points on the client computer.

  1. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  2. On the Select Recovery Points dialog box, click Next.
  3. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  4. Click Next.
  5. On the Review Recovery Options dialog box, click the Disk Configuration tab.

    The list of mount points that are available on the client computer is displayed. You can also view physical disks for each mount point.

  6. Select the Automatic disk layout check box.

    When you select Automatic Disk Layout*,  the disk size increases automatically when you increase the mount point size.

  7. Select the required mount points from the list. The virtual machine is created with the Selected mount points.
  8. Click in the MountPoint Size column, and then enter the mount point size for each mount point.

    If you decrease the mount point size, make sure that the mount point size is greater than the actual data size on the mount point.

    Click Next.

  9. Click Finish.

* When the Automatic Disk Layout option is selected, the storage configuration is migrated to a LVM based layout and two distinct volume groups will be created, VolGroup00 and VolGroup01.

  • VolGroup00 contains a logical volume for each system mount point selected by the user.
  • VolGroup01 contains a logical volume for each non-system mount point selected by the user.

Each volume group uses one disk. So irrespective of the disks used on the backed up machine, only two disks will be created on the machine being recovered.

Automatic Disk Layout option provides these benefits:

  • Allows complete flexibility of changing the size of each mount point and/ or deselecting any non-system mount points.
  • Extra disk space will not be consumed as disks are provisioned with a size that is just sufficient to host the selected mount points.
  • Since LVM is used, it is easy to add extra disks or volumes and mount points later after the recovery is complete.

This option can, however, be used only when the total disk size of each of the disks is less than the maximum disk size permitted on the vCenter data store (which is defined by the block size of the vCenter data store).

Modify Disk Size

You can increase the disk size for all of the disks of the client computer.

  1. From the CommCell Console, navigate to Client Computers.
  2. On the Select Recovery Points dialog box, click Next.
  3. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  4. Click Next.
  5. On the Review Recovery Options dialog box, click the Disk Configuration tab.

    The list of mount points that are available on the client computer is displayed. You can also view physical disks for each mount point.

  6. Select the required mount points from the list. The virtual machine is created with the Selected mount points.
  7. In the Disk Size (GB) box, increase the size of the disk.

    Note that you can only increase the disk size.

  8. Click Next.
  9. Click Finish.

Select a Datastore

By default, all the mount points will be created in the default data store. However, you can select a different data store for a physical disk. All the mount points on the physical disk will be created in the selected data store.

If you do not have at least one virtualization client for the vCenter, created using the Virtual Server iDataAgent in the CommCell, the following functionalities are hidden from the GUI:

  • Ability to select datastore for each provisioned disk
  • Ability to select a network label for NICs
  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Disk Configuration tab.

    The list of mount points that are available on the client computer appears. You can also view disk information at the bottom of the mount point list.

  7. Select the required mount points from the list. If you do not select any mount point from a disk, the disk is not selected.

    The list of disks displays the datastore where the disks are created.

  8. Click to select a Datastore.
  9. Click Next.
  10. Click Finish.

Configure the Disk Provisioning

By default, thin provisioning is used for disk space allocation for all disks. You can configure disk provisioning for each disk.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Disk Configuration tab.

    The list of mount points that are available on the client computer appears. You can also view disk information for each mount point at the bottom of the mount point list.

  7. Select the required mount points from the list. If you do not select any mount points from a disk, the disk is not selected.
  8. Select Thin or Thick disk provisioning for the selected disks.
  9. Click Next.
  10. Click Finish.

Modify the Network Configuration

When you convert a client computer into a virtual machine, you can modify its network configuration such as NIC name, IP address, default gateway, and so on.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Configuration tab.
  7. Select the network configuration, and then click Edit.
  8. Modify the IP address or any other network configuration details.

    Click Use DHCP if you want to use a dynamic IP address instead of a static IP address.

  9. Click OK.
  10. Click Next.
  11. Click Finish.

The modified network configuration is used only during virtualization operation. Once the virtualization operation completes and the virtual machine reboots, you must perform the network configuration again.

Assigning a Network Label

Virtual Center uses labels to identify the virtual network adapter that is associated with a physical network. If you want to associate the network adapter of the VM with a specific virtual server network, follow these steps.

If you don't have at least one virtualization client for the vCenter created using Virtual Server iDataAgent in the CommCell, the following functionalities are hidden from the GUI:

  • Ability to select datastore for each provisioned disk
  • Ability to select a network label for NICs
  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Configuration tab.
  7. Select the network configuration, and then click Edit.
  8. Select a network label from the Network Label list. This list displays all of the network labels that are available on the ESX server or the vCenter.
  9. Click OK.
  10. Click Next.
  11. Click Finish.

Modify the Memory

When you convert the client computer into a virtual machine, you can increase or decrease its memory size.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, and then click All Tasks | Virtualize Me.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Configuration tab.
  7. In the Memory in (MB) box, increase or decrease the size of the memory.
  8. Click Next.
  9. Click Finish.

Modify the Number of CPUs

When you convert the client computer into a virtual machine, you can modify the number of virtual CPUs.

  1. From the CommCell Console, navigate to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, and then click <Agent>.
  3. On the Select Recovery Points dialog box, click Next.
  4. On the Virtual Machine Location dialog box, select a vCenter, ESX Server, and a Data Store. Specify the ISO Path on the ESX server.
  5. Click Next.
  6. On the Review Recovery Options dialog box, click the Configuration tab.
  7. In the Number of CPUs box, increase or decrease the number of CPUs.
  8. Click Next.
  9. Click Finish.

Related Reports

Job Summary Report

You can use the Virtualize Me Job Summary Report to review information that is related to all of the Virtualize Me jobs that are run in the CommCell during the specified time period. This report is useful if you need information about:

  • All Virtualize Me jobs with a specified status during a specified time period
  • The user who set up the job
  • The client for which the job run
  • The failure reasons, if applicable
  1. From the ribbon in the CommCell Console, click Reports.
  2. Click Summary icon.
  3. On the General tab, click Administrative Jobs, and then click Virtualize Me.
  4. Click Run.

The report appears in your default Web browser.