Virtualize Me - Windows - Getting Started

Hyper-V

  1. Create a Microsoft Hyper-V Client
  2. Refresh Hyper-V Hosts
  3. Create the Boot CD Image
  4. Copy the Boot CD Image to an Hyper-V Server
  5. Perform a System State Backup of the Client Computer
  6. Create a Virtual Machine
  7. Limitations

VMware

  1. Create a VMware vCenter Client
  2. Refresh Datacenters
  3. Create the Boot CD Image
  4. Copy the Boot CD Image to an ESX Server
  5. Perform a System State Backup of the Client Computer
  6. Create a Virtual Machine

Hyper-V

Create a Microsoft Hyper-V Client

You must create a virtualization client in the Microsoft Hyper-V to create the virtual machine. Use the Virtual Server Agent to create the virtualization client in the same CommCell Console as that of the client computer.

  1. Open the CommCell Console.
  2. On the CommCell Browser, right-click the Client Computers, point to New Client | Virtualization and click Microsoft Hyper-V.
  3. On the Create Microsoft Hyper-V Client dialog:
    1. For Client Name, enter a unique client name to describe the virtualization client. Do not use the host name of an existing client.
    2. Enter the credentials required to access the Hyper-V server or cluster.

      Ensure that the user name you enter is part of the following administrator groups on the Hyper-V host:

      • Local Administrators group (for Hyper-V Server 2008 R2)
      • Any user that is part of Hyper-V Administrators group (for Hyper-V Server 2012 and later)

      For a Hyper-V cluster, the user account must have full Cluster Permissions (Read and Full Control). 

    3. Click Add to identify one or more Hyper-V client nodes.
  4. On the Select Clients / Client Groups dialog, identify the standalone Hyper-V node:
    1. Select the host from the Exclude list, which displays all computers that have the Virtual Server Agent installed.
    2. Click Include.
    3. Click OK to save the node selection.
  5. Click OK to create the virtualization client for the Hyper-V server.

For more information on configuring a client for a Hyper-V Cluster, see Configuring a Client for Hyper-V Cluster.

Refresh Hyper-V Hosts

  1. Right-click the Hyper-V under the newly created virtual client, and point to All Tasks | Refresh Hyper-V Hosts.
  2. In the Refresh Hyper-V Hosts dialog box, click OK.

Create the Boot CD Image

The Boot CD image is used to install the WinPE and NetApp on the client computer. 1-Touch Live CD image can be used as a Boot CD image.

You can create a Live CD image using 1-Touch Wizard on 1-Touch server. Before creating a Live CD image, consider the following prerequisites:

  • All the software updates for  1-Touch Server software, Windows File System iDataAgent and WinPE are downloaded to remote cache on 1-Touch server and applied to 1-Touch Live CD. For more information refer to Download and Install Updates on 1-Touch Server.
  • Client computers may have different types of operating systems and processors. You must create a Live CD for each type of processor.

Follow these steps to create a Live CD:

  1. Login to 1-Touch Server.
  2. Click Start | Programs |NetApp | SnapProtect | 1-Touch.
  3. Click 1-Touch Boot CD Wizard.

  4. Click Next.

  5. Select the processor type from the list. The processor type must match with the processor of the computer where you are restoring the client.

  6. Click Next.

    By default the Mass Storage drivers from WinPE package for Windows 7 are automatically added to the Live CD.

    If the target computer has any drivers which are not included in the WinPE package for Windows 7, click Add to manually add the drivers to the Live CD.

    Click Select All to select all the drivers in the list.

    For more information about how to add driver, refer to Add Mass Storage Drivers to Live CD.

    The list of all the added drivers appears in the 1-Touch Boot CD Wizard. You can select multiple drivers from the list.

  7. Click Next.

    By default the NIC drivers from WinPE package for Windows 7 are automatically added to the Live CD.

    If the target computer has any drivers which are not included in the WinPE package for Windows 7, click Add to manually add the drivers to the Live CD.

    Click Select All to add all the drivers listed to the Live CD.

    For more information about how to add driver, refer to Add NIC Drivers to Live CD.

    The list of all the added drivers appears in the 1-Touch Boot CD Wizard. You can select multiple drivers from the list.

  8. Click ... to browse and select the location where you want to save the 1-Touch_<processor type>.iso file.

    Do not select the Skip mounting image check box if you have manually added any drivers to the Live CD.

    Click Done.

    The 1-Touch_<processor type>.iso will be stored at the selected location. You can use this ISO image to create a Live CD.

Copy the Boot CD Image to a Hyper-V Server

You must copy the boot CD image to the Hyper-V server.

  1. Verify the connectivity between the CommServe and the Hyper-V server in which you want to create the virtual machine.
  2. Copy the ISO file of the boot CD Image to any datastore on the Hyper-V server in which you want to create the virtual machine.

Perform a System State Backup of the Client Computer

Follow these steps to perform a system state backup of the client computer:

  • If you are performing backup of a Windows 7 client, make sure that the Administrator account is enabled. You cannot perform virtualization of the client if administrator account is not enabled while performing the backup.
  • Do not add filters to your subclient content before you start a backup job.

  1. From the CommCell Console, navigate to <Client> | File System iDataAgent | defaultBackupSet.

    Right-click a <subclient>, and click Properties.

  2. Click the Content tab.

    Click the Backup System State check box.

    Ensure that the entire C drive is included in the content of the subclient.

    Click OK.

    SQL, Exchange, or Oracle databases are not backed up if they reside in the subclient content. To back up and restore the databases, use the corresponding Agent software.

  3. On the Filters tab, from the Include Global Filters list, select OFF.

    Do not filter system state components, files or directories that are required to turn on the computer.

  4. Click the Storage Device tab.

    In the Storage Policy box, select a Storage Policy name.

    Click OK.

  5. From the CommCell Console, navigate to <Client> | File System iDataAgent | defaultBackupSet.

    Right-click the subclient which you have configured for the system state backup, and click Backup.

  6. Select Full.

    Select Immediate.

    Click OK.

  7. You can track the progress of the backup job from the Job Controller window. When the backup job has completed, the Job Controller displays the status as Completed.

Create a Virtual Machine

It is recommended that you create a virtual machine immediately after the first full backup of a client computer to understand the process. You can create the virtual machine in the following scenario:

  • Convert the client computer to a virtual machine

    Follow this procedure if you want to convert a client computer into a virtual machine.

    In this scenario, the original client computer will no longer be authenticated by the CommServe. The newly created virtual machine will become the active client.

  • Create a virtual clone of the client computer

    A virtual clone is the virtual replica of the client computer. You can create a clone of a physical computer or a virtual machine.

    In this scenario, the original client computer will be retained as the active client on the CommServe.

Convert the Client Computer to a Virtual Machine

Follow these steps to convert a physical computer into a virtual machine:

  1. Disable the network connection for the client computer. From the CommCell Console, navigate to Client Computers.

    Right-click the <Client>, point to All Tasks | Virtualize Me, click Hyper-V.

  2. Click Next.

    By default, the latest data and configuration of the client computer, backed up by the default backup set, will be used to create the virtual machine.

  3. If you are virtualizing your client computer using Hyper-V:
    1. Select an Hyper-V instance from the Hyper-V instance list.
    2. Select the Hyper-V host from the Hyper-V Host list.
    3. Click the ellipses and select a location for storage. The path appears in the Storage box.
    4. Click the ellipses for the ISO Path box and browse to the location of the Boot CD image on the Hyper-V Server.
    5. Enter the name of the virtual machine in the VM Name box. By default, the name of the client computer will be used as the name of the virtual machine.
    6. If a virtual machine with the same name already exists, click the Overwrite VM check box. The existing virtual machine will be deleted during the virtualization operation.
    7. Click Next.
  4. By default, the user account which you have used to login to CommCell console will be used to perform the virtualization job.
    • If you are using Active Directory User account to login to the CommCell console, enter the password for the user account.
    • If you have logged in as CommCell console administrator, the password is not required to perform the virtualization job.
    • Click Next.

  5. Click Configuration tab and review the following configuration:
    • Number of CPUs
    • Memory in (MB)
    • Network Configuration

    The virtual machine will be created with this configuration.

  6. Click Disk Configuration tab and review the available disk configuration. The virtual machine will be created with the available disk configuration.

  7. Click Finish to start the virtualization job.

  8. You can track the progress of the Virtualization job from the Job Controller window of the CommCell Console. The virtualization operation includes the following three phases:
    • Provision VM
    • Configuration Restore
    • Full System Restore

    After Virtualize Me Job completes if you power on the original client computer, it will no longer be authenticated by the CommServe. The newly created virtual machine will become the active client.

  9. Once the job is complete, view the job details from the Admin Job History. From the CommCell Browser, right-click <CommServe> and select View | Admin Job History.

  10. Select Virtualize Me under Job Type.

    Click OK.

  11. You can view the following options about the job by right-clicking the job:
    • Details of the job
    • Events of the job
    • Log files of the job
    • Resubmit the job to run it again

Create a Virtual Clone of the Client Computer

Cloning is the process of creating a virtual replica of a client computer from its backup. You can clone a physical or virtual machine. This is useful in these cases:

  • You want to create a virtual replica of a client computer and still retain the original client computer as the active client on the CommServe.
  • You have configured a client computer with all the required software, and you want to create multiple replicas with the exact same configuration.
  • You want to migrate from a physical environment to a virtual environment.

Follow these steps to create the virtual replica of the client computer and still retain the original client computer:

  1. Open the CommCell Console and go to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, click Hyper-V.
  3. Click Next.

    By default, the latest data and configuration of the client computer, backed up by the default backup set, will be used to create the virtual machine.

  4. If you are virtualizing your client computer using Hyper-V:
    1. Select an Hyper-V instance from the Hyper-V instance list.
    2. Select the Hyper-V host from the Hyper-V Host list.
    3. Click the ellipses and select a location for storage. The path appears in the Storage box.
    4. Click the ellipses for the ISO Path box and browse to the location of the Boot CD image on the Hyper-V Server.
    5. Enter the name of the virtual machine in the VM Name box. By default, the name of the client computer will be used as the name of the virtual machine.
    6. If a virtual machine with the same name already exists, click the Overwrite VM check box. The existing virtual machine will be deleted during the virtualization operation.
    7. Click Next.
  5. By default, the user account which you have used to login to CommCell console will be used to perform the virtualization job.
    • If you are using Active Directory User account to login to the CommCell console, enter the password for the user account.
    • If you have logged in as CommCell console administrator, the password is not required to perform the virtualization job.
    • Click Next.

  6. Click Configuration tab and review the following configuration:
    • Number of CPUs
    • Memory in (MB)
    • Network Configuration

    The virtual machine will be created with this configuration.

  7. Click Disk Configuration tab and review the available disk configuration. The virtual machine will be created with the available disk configuration.

  8. Click Advanced tab and perform the following:
    • Select the Clone Machine check box.
    • Type the client name for the clone machine  in the New Client Name box.

      The Client Name is the name of the client which will be created for the clone computer in the CommServe. Ensure that the client name is not used by any other client in the CommServe.

      You can type the same name which you entered in the VM Name box in step 3 or you can specify any other client name. The VM Name is the name of the virtual machine which is created on the ESX server.

    • Type the name of the clone machine in the New Hostname box. Do not enter the fully qualified domain name or the IP  address of the virtual machine.

  9. Click Finish to start the virtualization job.

  10. You can track the progress of the Virtualization job from the Job Controller window of the CommCell Console. The virtualization operation includes the following three phases:
    • Provision VM
    • Configuration Restore
    • Full System Restore

    After the VirtualizeMe job completes, the original client computer will be retained as the active client on the CommServe.

  11. Once the job is complete, view the job details from the Admin Job History. From the CommCell Browser, right-click <CommServe> and select View | Admin Job History.

  12. Select Virtualize Me under Job Type.

    Click OK.

  13. You can view the following options about the job by right-clicking the job:
    • Details of the job
    • Events of the job
    • Log files of the job
    • Resubmit the job to run it again

Limitations

  • 1-Touch recovery and Virtualize Me for Hyper-V is not supported if the virtual machine is generated using the Generation 2 specification.
  • 1-Touch recovery using Hyper-V is not supported if the Windows operating system is installed on a Disk 2 partition.
  • Virtualize Me for Hyper-V is not supported for computers configured with UEFI (Unified Extensible Firmware Interface) or EFI.

VMWare

Create a VMware vCenter Client

You must create a virtualization client for the vCenter in which you want to create the virtual machine. Use the Virtual Server iDataAgent to create the virtualization client in the same CommCell where you have the client computer. Follow these steps to create a virtualization client:

  1. From the CommCell Browser, right-click Client Computers node and select New Client | Virtualization | VMware vCenter.

  2. In the vCenter Server Name box, type a vCenter server name.

    Enter the username and password associated with the Virtual Center.

    Click Add to select a proxy for backup.

  3. Select a proxy from the Exclude list.

    The list displays all of the computers that have the Virtual Server iDataAgent installed.

    You can select one or more proxies.

    Click Include or Include All.

    Click OK.

  4. Click OK.

    Once you create the virtualization client, the information about the ESX sever, vCenter and the Data Store is pre-populated in the Virtualize Me dialog box.

Refresh Datacenters

  1. Right-click VMware under the newly created virtual client, and point to All Tasks | Refresh Data centers.

  2. In the Refresh Datacenters dialog box, click OK.

Create the Boot CD Image

The Boot CD image is used to install the WinPE and NetApp on the client computer. 1-Touch Live CD image can be used as a Boot CD image.

You can create a Live CD image using 1-Touch Wizard on 1-Touch server. Before creating a Live CD image, consider the following prerequisites:

  • All the software updates for  1-Touch Server software, Windows File System iDataAgent and WinPE are downloaded to remote cache on 1-Touch server and applied to 1-Touch Live CD. For more information refer to Download and Install Updates on 1-Touch Server.
  • Client computers may have different types of operating systems and processors. You must create a Live CD for each type of processor.

Follow these steps to create a Live CD:

  1. Login to 1-Touch Server.
  2. Click Start | Programs |NetApp | SnapProtect | 1-Touch.
  3. Click 1-Touch Boot CD Wizard.

  4. Click Next.

  5. Select the processor type from the list. The processor type must match with the processor of the computer where you are restoring the client.

  6. Click Next.

    By default the Mass Storage drivers from WinPE package for Windows 7 are automatically added to the Live CD.

    If the target computer has any drivers which are not included in the WinPE package for Windows 7, click Add to manually add the drivers to the Live CD.

    Click Select All to select all the drivers in the list.

    For more information about how to add driver, refer to Add Mass Storage Drivers to Live CD.

    The list of all the added drivers appears in the 1-Touch Boot CD Wizard. You can select multiple drivers from the list.

  7. Click Next.

    By default the NIC drivers from WinPE package for Windows 7 are automatically added to the Live CD.

    If the target computer has any drivers which are not included in the WinPE package for Windows 7, click Add to manually add the drivers to the Live CD.

    Click Select All to add all the drivers listed to the Live CD.

    For more information about how to add driver, refer to Add NIC Drivers to Live CD.

    The list of all the added drivers appears in the 1-Touch Boot CD Wizard. You can select multiple drivers from the list.

  8. Click ... to browse and select the location where you want to save the 1-Touch_<processor type>.iso file.

    Do not select the Skip mounting image check box if you have manually added any drivers to the Live CD.

    Click Done.

    The 1-Touch_<processor type>.iso will be stored at the selected location. You can use this ISO image to create a Live CD.

Copy the Boot CD Image to an ESX Server

You must copy the boot CD image to any one ESX server in the vCenter.

  1. Verify the connectivity between the CommServe and the vCenter in which you want to create the virtual machine.
  2. Copy the ISO file of the boot CD Image to any datastore on the ESX server in which you want to create the virtual machine.

Perform a System State Backup of the Client Computer

Follow these steps to perform a system state backup of the client computer:

  • If you are performing backup of a Windows 7 client, make sure that the Administrator account is enabled. You cannot perform virtualization of the client if administrator account is not enabled while performing the backup.
  • Do not add filters to your subclient content before you start a backup job.

  1. From the CommCell Console, navigate to <Client> | File System iDataAgent | defaultBackupSet.

    Right-click a <subclient>, and click Properties.

  2. Click the Content tab.

    Click the Backup System State check box.

    Ensure that the entire C drive is included in the content of the subclient.

    Click OK.

    SQL, Exchange, or Oracle databases are not backed up if they reside in the subclient content. To back up and restore the databases, use the corresponding Agent software.

  3. On the Filters tab, from the Include Global Filters list, select OFF.

    Do not filter system state components, files or directories that are required to turn on the computer.

  4. Click the Storage Device tab.

    In the Storage Policy box, select a Storage Policy name.

    Click OK.

  5. From the CommCell Console, navigate to <Client> | File System iDataAgent | defaultBackupSet.

    Right-click the subclient which you have configured for the system state backup, and click Backup.

  6. Select Full.

    Select Immediate.

    Click OK.

  7. You can track the progress of the backup job from the Job Controller window. When the backup job has completed, the Job Controller displays the status as Completed.

Create a Virtual Machine

It is recommended that you create a virtual machine immediately after the first full backup of a client computer to understand the process. You can create the virtual machine in the following scenario:

  • Convert the client computer to a virtual machine

    Follow this procedure if you want to convert a client computer into a virtual machine.

    In this scenario, the original client computer will no longer be authenticated by the CommServe. The newly created virtual machine will become the active client.

  • Create a virtual clone of the client computer

    A virtual clone is the virtual replica of the client computer. You can create a clone of a physical computer or a virtual machine.

    In this scenario, the original client computer will be retained as the active client on the CommServe.

Convert the Client Computer to a Virtual Machine

Follow these steps to convert a physical computer into a virtual machine:

  1. Disable the network connection for the client computer. From the CommCell Console, navigate to Client Computers.

    Right-click the <Client>, point to All Tasks | Virtualize Me, click VMware.

  2. Click Next.

    By default, the latest data and configuration of the client computer, backed up by the default backup set, will be used to create the virtual machine.

  3. If you are virtualizing your client computer using VMware:
    1. Select a vCenter from the vCenter list.
    2. Click the ... button and browse to select an ESX Server and a Data Store.
    3. The selected data store will be the default data store for the virtual machine and all the disks will be created in it.
    4. Click the ... button for the ISO Path box and browse to the location of the Boot CD image on the ESX Server.
    5. Enter the name of the virtual machine in the VM Name box. By default, the name of the client computer will be used as the name of the virtual machine.
    6. If a virtual machine with the same name already exists, select the Overwrite VM check box. The existing virtual machine will be deleted during the virtualization operation.
    7. Click Next.

  4. By default, the user account which you have used to login to CommCell console will be used to perform the virtualization job.
    • If you are using Active Directory User account to login to the CommCell console, enter the password for the user account.
    • If you have logged in as CommCell console administrator, the password is not required to perform the virtualization job.
    • Click Next.

  5. Click Configuration tab and review the following configuration:
    • Number of CPUs
    • Memory in (MB)
    • Network Configuration

    The virtual machine will be created with this configuration.

  6. Click Disk Configuration tab and review the available disk configuration. The virtual machine will be created with the available disk configuration.

  7. Click Finish to start the virtualization job.

  8. You can track the progress of the Virtualization job from the Job Controller window of the CommCell Console. The virtualization operation includes the following three phases:
    • Provision VM
    • Configuration Restore
    • Full System Restore

    After Virtualize Me Job completes if you power on the original client computer, it will no longer be authenticated by the CommServe. The newly created virtual machine will become the active client.

  9. Once the job is complete, view the job details from the Admin Job History. From the CommCell Browser, right-click <CommServe> and select View | Admin Job History.

  10. Select Virtualize Me under Job Type.

    Click OK.

  11. You can view the following options about the job by right-clicking the job:
    • Details of the job
    • Events of the job
    • Log files of the job
    • Resubmit the job to run it again

Congratulations - Your Client Machine has been successfully Converted into a Virtual Machine.

If you want to further explore additional options read the Advanced section of this documentation.

If you want to create a virtual clone, read the following section.

Create a Virtual Clone of the Client Computer

Cloning is the process of creating a virtual replica of a client computer from its backup. You can clone a physical or virtual machine. This is useful in these cases:

  • You want to create a virtual replica of a client computer and still retain the original client computer as the active client on the CommServe.
  • You have configured a client computer with all the required software, and you want to create multiple replicas with the exact same configuration.
  • You want to migrate from a physical environment to a virtual environment.

Follow these steps to create the virtual replica of the client computer and still retain the original client computer:

  1. Open the CommCell Console and go to Client Computers.
  2. Right-click the <Client>, point to All Tasks | Virtualize Me, click VMware.
  3. Click Next.

    By default, the latest data and configuration of the client computer, backed up by the default backup set, will be used to create the virtual machine.

  4. If you are virtualizing your client computer using VMware:
    1. Select a vCenter from the vCenter list.
    2. Click the ... button and browse to select an ESX Server and a Data Store.
    3. The selected data store will be the default data store for the virtual machine and all the disks will be created in it.
    4. Click the ... button for the ISO Path box and browse to the location of the Boot CD image on the ESX Server.
    5. Enter the name of the virtual machine in the VM Name box. By default, the name of the client computer will be used as the name of the virtual machine.
    6. If a virtual machine with the same name already exists, select the Overwrite VM check box. The existing virtual machine will be deleted during the virtualization operation.
    7. Click Next.

  5. By default, the user account which you have used to login to CommCell console will be used to perform the virtualization job.
    • If you are using Active Directory User account to login to the CommCell console, enter the password for the user account.
    • If you have logged in as CommCell console administrator, the password is not required to perform the virtualization job.
    • Click Next.

  6. Click Configuration tab and review the following configuration:
    • Number of CPUs
    • Memory in (MB)
    • Network Configuration

    The virtual machine will be created with this configuration.

  7. Click Disk Configuration tab and review the available disk configuration. The virtual machine will be created with the available disk configuration.

  8. Click Advanced tab and perform the following:

    • Select the Clone Machine check box.
    • Type the client name for the clone machine  in the New Client Name box.

      The Client Name is the name of the client which will be created for the clone computer in the CommServe. Ensure that the client name is not used by any other client in the CommServe.

      You can type the same name which you entered in the VM Name box in step 3 or you can specify any other client name. The VM Name is the name of the virtual machine which is created on the ESX server.

    • Type the name of the clone machine in the New Hostname box. Do not enter the fully qualified domain name or the IP  address of the virtual machine.

  9. Click Finish to start the virtualization job.

  10. You can track the progress of the Virtualization job from the Job Controller window of the CommCell Console. The virtualization operation includes the following three phases:
    • Provision VM
    • Configuration Restore
    • Full System Restore

    After the VirtualizeMe job completes, the original client computer will be retained as the active client on the CommServe.

  11. Once the job is complete, view the job details from the Admin Job History. From the CommCell Browser, right-click <CommServe> and select View | Admin Job History.

  12. Select Virtualize Me under Job Type.

    Click OK.

  13. You can view the following options about the job by right-clicking the job:
    • Details of the job
    • Events of the job
    • Log files of the job
    • Resubmit the job to run it again

Congratulations - Your have successfully created a virtual clone of the Client Computer.

If you want to further explore additional options read the Advanced section of this documentation.