NetBackup™ for VMware Administrator's Guide

Last Published:
Product(s): NetBackup & Alta Data Protection (10.5)
  1. Introduction
    1.  
      About NetBackup for VMware
    2.  
      About the virtual machine backups that include database data
    3.  
      About the NetBackup appliance as a VMware backup host
    4.  
      NetBackup for VMware components
    5.  
      Appliance as backup host: component overview
    6.  
      Media servers as backup or discovery hosts
    7.  
      Overview of the VMware backup process
    8.  
      NetBackup for VMware terminology
  2. Required tasks: overview
    1.  
      Overview of VMware tasks
    2.  
      Overview of NetBackup tasks
  3. Configuring RBAC roles for VMware administrators
    1.  
      RBAC roles for the VMware administrator
    2.  
      Assigning permissions at specific VMware object levels
    3.  
      Create a custom role for a VMware server or datacenter
    4.  
      Create a custom role for an Organization VDC administrator
    5.  
      Create a custom role to manage specific VMs
    6.  
      Manage permissions for a datacenter
    7.  
      Manage permissions for a single VM
    8.  
      Apply RBAC role permissions for a VM to other VMs
  4. Notes and prerequisites
    1.  
      NetBackup for VMware: notes and restrictions
    2.  
      Notes on VMware Virtual Volumes (VVols)
    3.  
      NetBackup IPv6 parameter required for backups in VMware IPv6 environments
    4.  
      NetBackup for VMware: notes on Linux virtual machines
    5.  
      Notes on the NetBackup appliance as a VMware backup host
    6.  
      NetBackup for VMware support for SAN multi-pathing
    7.  
      NetBackup for VMware support for fault tolerant VMs
    8.  
      NetBackup character restrictions for the Primary VM identifier
    9.  
      In the policy Query Builder, display names, resource pool names, and vApp names are case-sensitive
    10.  
      Notes on the hotadd transport mode
    11.  
      Notes and limitations for tag usage in VMware Intelligent Policy queries
    12.  
      Notes and limitations for the backup and restore of VMware tag associations
    13.  
      Notes and limitations for the backup and restore of VMware storage policies
    14.  
      Support for LVM thin pool based volumes
  5. VMware vSphere privileges
    1.  
      About VMware vSphere privileges
    2.  
      VMware vSphere privileges for virtual machine backups
    3.  
      VMware vSphere privileges for a full VM restore
    4.  
      VMware vSphere privileges to create an instant access VM
    5.  
      VMware vSphere privileges for NetBackup plug-in operations
    6.  
      VMware vSphere privileges for instant rollback
    7.  
      VMware vSphere privileges for agentless SFR privileges
    8.  
      VMware vSphere privileges for individual vmdk restore privileges
    9.  
      VMware vSphere privileges for vApp restore and vApp restore to template
    10.  
      Optional permissions for better integration with VMware vSphere
  6. Managing VMware servers
    1. About VMware discovery
      1.  
        Change the autodiscovery frequency of VMware assets
      2.  
        Discover VMware server assets manually
    2. Add VMware servers
      1.  
        Using the VMware Managed Object Browser to verify the server name
    3.  
      Validate and update VMware server credentials
    4.  
      Browse VMware servers
    5.  
      Remove VMware servers
    6.  
      Create an intelligent VM group
    7.  
      Remove an intelligent VM group
    8.  
      Add a VMware access host
    9.  
      Remove a VMware access host
    10. Change resource limits for VMware resource types
      1.  
        VMware resource types and limits
    11.  
      Setting privileges for posting events to vCenter
    12.  
      Authentication token for the NetBackup vSphere plug-ins
    13.  
      Validating VMware virtualization server certificates in NetBackup
  7. Configuring backup policies for VMware
    1.  
      Configure a VMware policy
    2.  
      Limit jobs per policy on the Attributes tab (for VMware)
    3. Backup options on the VMware tab
      1.  
        VMware backup host
      2.  
        Optimizations options (VMware)
      3.  
        Primary VM identifier options (VMware)
      4.  
        Existing snapshot handling options (VMware)
      5.  
        Transport modes options (VMware)
      6.  
        Application protection options (VMware)
      7.  
        VMware - Advanced attributes
      8.  
        Post vCenter events option (VMware advanced attributes)
    4. Exclude disks tab
      1.  
        About the exclude disk options for virtual disk selection
      2.  
        Exclude disks from backups: an example to avoid
      3.  
        Restoring data from the backups that excluded the boot disk or data disks
    5.  
      Browse for VMware virtual machines
    6.  
      Limiting the VMware servers that NetBackup searches when browsing for virtual machines
    7.  
      Virtual machine host names and display names should be unique if VMs are selected manually in the policy
    8.  
      Primary VM identifier option and manual selection of virtual machines
    9.  
      About incremental backups of virtual machines
    10.  
      Configuring incremental backups
    11.  
      Storage Foundation Volume Manager volumes in the virtual machine
  8. Configuring a VMware Intelligent Policy
    1.  
      About automatic virtual machine selection for NetBackup for VMware
    2.  
      Support and use of VMware tag associations
    3.  
      The basics of a NetBackup query rule
    4.  
      Important notes on automatic virtual machine selection
    5.  
      NetBackup requirements for automatic virtual machine selection
    6.  
      Automatic virtual machine selection: Task overview
    7.  
      Options for selecting VMware virtual machines
    8. About the Reuse VM selection query results option
      1.  
        The effect of virtual machine discovery on vCenter
    9.  
      Configure automatic virtual machine selection
    10.  
      Editing an existing query in Basic mode
    11.  
      Using the Query Builder in Advanced mode
    12.  
      AND vs. OR in queries
    13.  
      Examples for the NetBackup Query Builder
    14.  
      The IsSet operator in queries
    15.  
      About selecting virtual machines by means of multiple policies
    16.  
      Order of operations in queries (precedence rules)
    17.  
      Parentheses in compound queries
    18.  
      Query rules for resource pools
    19.  
      Query rules for datacenter folders (host folder)
    20.  
      Query rules for duplicate names
    21.  
      Query rules for tags
    22.  
      Query Builder field reference
    23.  
      Test Query screen for VMware
    24.  
      Test Query: Failed virtual machines
    25.  
      Effect of Primary VM identifier parameter on Selection column in Test Query results
    26.  
      Effect of Primary VM identifier parameter on VM Name column in Test query results
    27.  
      Refreshing the display of virtual environment changes in the Query Builder
    28.  
      Reducing the time required for VM discovery in a large VMware environment
  9. Use Accelerator to back up virtual machines
    1.  
      About the NetBackup Accelerator for virtual machines
    2.  
      Accelerator: full vs. incremental schedules
    3.  
      How the NetBackup Accelerator works with virtual machines
    4.  
      Accelerator notes and requirements for virtual machines
    5.  
      Accelerator forced rescan for virtual machines (schedule attribute)
    6.  
      Accelerator requires the OptimizedImage attribute
    7.  
      Accelerator backups and the NetBackup catalog
    8.  
      Accelerator messages in the backup job details log
    9.  
      About reporting the amount of Accelerator backup data that was transferred over the network
    10.  
      Replacing the Accelerator image size with the network-transferred data in NetBackup command output
  10. Configuring protection plans for VMware
    1. Protect VMs or intelligent VM groups
      1.  
        Schedules
      2.  
        Backup options and Advanced options
      3.  
        Exclude disks from backups
      4.  
        Snapshot retry options
    2.  
      Customize protection settings for a VMware asset
    3.  
      Remove protection from VMs or intelligent VM groups
    4.  
      View the protection status of VMs or intelligent VM groups
  11. Malware scan
    1.  
      Assets by workload type
  12. Instant access
    1.  
      Prerequisites of instant access
    2.  
      Things to consider before you use the instant access feature
    3.  
      Create an instant access VM
    4.  
      Restore files and folders from a VM backup image
    5.  
      Download files and folders from a VM backup image
    6. Instant access Build Your Own (BYO)
      1.  
        Prerequisites of Instant Access Build Your Own (BYO)
      2.  
        Hardware configuration requirement of Instant Access Build Your Own (BYO)
      3.  
        Frequently asked questions
    7.  
      VM malware scan
  13. Instant rollback
    1.  
      Prerequisites of instant rollback
    2.  
      Things to consider before you use the instant rollback feature
    3.  
      Instant rollback from a VM backup image
  14. Continuous data protection
    1.  
      About continuous data protection
    2.  
      CDP terminology
    3.  
      CDP architecture
    4.  
      Prerequisites
    5.  
      Capacity-based licensing for CDP
    6.  
      Steps to configure CDP
    7.  
      Removing VMs from the CDP gateway
    8.  
      Defining the CDP gateway
    9.  
      Sizing considerations
    10.  
      Limiting concurrent CDP backup jobs
    11.  
      Controlling full sync
    12.  
      Monitoring CDP jobs
    13.  
      Using accelerators with CDP
    14.  
      Recovering CDP protected VMs
    15.  
      Some limitations of CDP
    16.  
      Troubleshooting for CDP
  15. Backing up virtual machines
    1.  
      Manually back up virtual machines
    2.  
      Trial backup for VMware
    3.  
      Using the Activity monitor to monitor virtual machine backups
    4.  
      Restarting jobs individually in the Activity monitor
    5.  
      Viewing NetBackup activity in vSphere Client (HTML5)
  16. VM recovery
    1.  
      Restore notes and restrictions
    2.  
      Restore notes and restrictions on Linux
    3. Recover a full VMware virtual machine
      1.  
        Recovery options
      2.  
        Storage policy
      3.  
        Advanced recovery options
      4.  
        Advanced recovery options: Format of restored virtual disks
      5.  
        Advanced recovery options: Transport mode
    4. Restoring VMware virtual machine disks
      1.  
        About VMware virtual machine disk restore
      2.  
        Selecting virtual disks or file systems
      3.  
        Recovery options for virtual machine disks
      4.  
        Storage target restore options
  17. VMware agentless restore
    1.  
      About VMware agentless restore
    2.  
      Prerequisites and limitations of VMware agentless restores
    3. Provide access to a credential for agentless single file recovery to a guest VM
      1.  
        Add a credential for a VMware guest VM
      2.  
        Create a custom role for agentless single file recovery to a guest VM, with a credential
    4.  
      Recover files and folders with VMware agentless restore
    5.  
      About restricted restore mode
  18. Restoring Individual files and folders from VMware backups
    1.  
      About restoring individual VMware files and folders
    2.  
      Restore individual files and folders
    3.  
      Recovery options for restore of VMware files
    4.  
      Setting up NetBackup Client Service for VMware restores to a Windows shared virtual machine drive
  19. Using NetBackup to back up Cloud Director environments
    1.  
      About NetBackup for vCloud Director
    2.  
      Notes on creating a NetBackup policy for vCloud
    3.  
      Notes on restoring virtual machines into vCloud Director
    4. Recover VMware Cloud Director virtual machines
      1.  
        Recovery target
      2.  
        vApp options
      3.  
        Recovery options
    5.  
      Restore a vApp template that has multiple virtual machines
    6.  
      Reducing the time required for VM discovery in a large vCloud environment
  20. Restore virtual machines with Instant Recovery
    1.  
      About Instant Recovery for VMware
    2.  
      Task overview for Instant Recovery for VMware
    3.  
      Performance recommendations for Instant Recovery for VMware
    4.  
      Requirements for Instant Recovery for VMware
    5.  
      Notes on Instant Recovery for VMware
    6.  
      Restarting the Client for NFS service on a Windows restore host
    7.  
      Instant Recovery options on the nbrestorevm command
    8.  
      Restoring a virtual machine with Instant Recovery for VMware
    9.  
      Restoring a virtual machine to a different location with Instant Recovery for VMware
    10.  
      Restoring individual files with Instant Recovery for VMware while the current virtual machine is running
    11.  
      Job types for Instant Recovery for VMware
    12.  
      Reactivating a restored virtual machine with Instant Recovery for VMware
  21. Protecting VMs using hardware snapshots and replication
    1.  
      About virtual machines and hardware snapshots
    2.  
      Deployment and architecture
    3.  
      Features and applications supported
    4.  
      Prerequisites for hardware snapshot and replication
    5.  
      Operations supported with hardware snapshot
    6.  
      Configuring a VMware policy to use hardware snapshots
    7.  
      Configuring a VMware policy to use NetBackup snapshot manager replication
    8.  
      Jobs in the Activity Monitor that use hardware snapshot for VMs
    9.  
      Notes and limitations
    10.  
      Troubleshooting with VMware hardware snapshot and replication operations
  22. Best practices and more information
    1. NetBackup for VMware best practices
      1.  
        NetBackup for VMware with deduplication
    2.  
      How NetBackup handles VMware tag associations at restore
    3.  
      Best practices for VMware tag usage
    4. About reducing the size of VMware backups
      1.  
        Block-level backup (BLIB): full vs incremental
      2.  
        Deleting a vSphere Client snapshot
    5.  
      Further assistance with NetBackup for VMware
  23. Troubleshooting VMware operations
    1. NetBackup logging for VMware
      1.  
        NetBackup logs for Accelerator with virtual machines
      2.  
        Configuring VxMS logging
      3.  
        Format of the VxMS core.log and provider.log file names
      4.  
        Configuring the VDDK logging level
    2.  
      Troubleshooting VMware backups
    3.  
      Troubleshooting the restore of VMware and restores of files
    4.  
      Troubleshooting the adding of VMware servers
    5.  
      Troubleshooting the browsing of VMware servers
    6.  
      Troubleshooting the status for a newly discovered VM
    7.  
      Troubleshooting policy configuration
    8.  
      Troubleshooting the download of files from an instant access VM
    9.  
      Troubleshooting backups and restores of excluded virtual disks
    10.  
      How to determine the ESX network that NetBackup used for the backup or restore
    11.  
      Preventing browsing delays caused by DNS problems
    12.  
      Changing the browsing timeout for virtual machine discovery
    13.  
      Changing timeout and logging values for vSphere
    14.  
      Credentials for VMware server are not valid
    15. Snapshot error encountered (status code 156)
      1.  
        The origin of the snapshot failure: NetBackup or VMware?
    16.  
      Conflict between NetBackup and VMware Storage vMotion with vSphere 5.0 or later
    17.  
      Backup or restore job hangs
    18.  
      VMware SCSI requirements for application quiesce on Windows
    19.  
      VMware virtual machine does not restart after restore
    20.  
      A restored VM may not start or its file system(s) may not be accessible
    21.  
      NetBackup job fails due to update tasks on the VMware server
    22.  
      The vSphere interface reports that virtual machine consolidation is needed
    23.  
      Linux VMs and persistent device naming
    24.  
      For a VMware virtual machine with Windows dynamic disks, a restore from incremental backup fails with a Windows restore host and the hotadd transport mode
    25.  
      Simultaneous hotadd backups (from the same VMware backup host) fail with status 13
    26.  
      Troubleshooting VMware tag usage
    27.  
      Ensuring that guest customizations can be restored in vCloud Director
    28.  
      Troubleshooting vmdk restore to existing VM
    29.  
      Troubleshooting backups of virtual machines on Virtual Volumes (VVols)
    30.  
      Issues with the CA certificate during installation of the NetBackup client on VMware Cloud (VMC)
  24. Appendix A. Configuring services for NFS on Windows
    1.  
      About installing and configuring Network File System (NFS) for Granular Recovery Technology (GRT)
    2. About configuring services for NFS on Windows 2012 or 2016 (NetBackup for VMware)
      1.  
        Enabling Services for Network File System (NFS) on a Windows 2012 or 2016 media server (NetBackup for VMware)
      2.  
        Enabling Services for Network File System (NFS) on a Windows 2012 or 2016 restore host (NetBackup for VMware)
    3.  
      Disabling the Server for NFS (NetBackup for VMware)
    4.  
      Disabling the Client for NFS on the media server (NetBackup for VMware)
    5.  
      Configuring a UNIX media server and Windows backup or restore host for Granular Recovery Technology (NetBackup for VMware)
    6.  
      Configuring a different network port for NBFSD (NetBackup for VMware)
  25. Appendix B. Backups of VMware raw devices (RDM)
    1.  
      About VMware raw device mapping (RDM)
    2.  
      Configurations for backing up RDMs
    3.  
      About alternate client backup of RDMs
    4.  
      Requirements for alternate client backup of RDMs
    5.  
      Configure an alternate client backup of RDMs

Create an intelligent VM group

You can create an intelligent VM group based on a set of filters called queries. NetBackup automatically selects virtual machines based on the queries and adds them to the group. You can then apply protection to the group. Note that an intelligent group automatically reflects changes in the VM environment and eliminates the need to manually revise the list of VMs in the group.

Note:

The web UI must discover the VMs on each server before the query can select from them. If a VMware server was recently added in the web UI, its VMs may not have been discovered.

See Change the autodiscovery frequency of VMware assets.

To discover the VMs immediately:

See Discover VMware server assets manually.

Note:

Intelligent VM groups are not supported for VMware Cloud Director VMs.

To create an intelligent VM group

  1. On the left, click Workloads > VMware.
  2. Click the Intelligent VM groups tab and then click Add.
  3. Enter a name and description for the group.
  4. Select the appropriate VMware server.
  5. Perform one of the following:

    • Select Include all VMs.

      This option uses a default query to select all VMs that currently reside in the vCenter or ESXi for backup when the protection plan runs.

    • To select only the VMs that meet specific conditions, create your own query: Click Add condition.

  6. To add a condition, use the drop-downs to select a keyword and operator and then enter a value.

    The options are described after this procedure: Query options for creating intelligent VM groups.

    Examples are also available: Example queries

    To change the effect of the query, click Condition and click AND or OR, then select the keyword, operator, and value for the condition. For example:

    You can also add sub-queries to a condition, if necessary. Click Sub-query and click AND or OR, then select the keyword, operator, and value for the sub-query condition. For example:

  7. To test the query, click Preview.

    The query-based selection process is dynamic. Changes in the virtual environment can affect which VMs the query selects when the protection plan runs. As a result, the VMs that the query selects later when the protection plan runs may not be identical to those currently listed in the preview.

  8. To save the group without adding it to a protection plan, click Add.

    To save and add it to a protection plan, click Add and protect, select the plan, and click Protect.

    Note:

    When you click Preview or you save the group, the query options are treated as case-sensitive when the VMs are selected for the group. Under Virtual machines, if you click on a VM that was not selected for the group, the Member of virtual machine groups field reads none.

    However, when you add the group to a protection plan, some of the query options are treated as case-insensitive when the protection plan's backup runs. As a result, the same VM may now be included in the group and is backed up.

    For the case behavior of each option, see Query options for creating intelligent VM groups.

 

Query options for creating intelligent VM groups

Note the following for intelligent VM groups

  • When using queries in Intelligent VM groups, the NetBackup web UI might not display an accurate list of VMs that match the query if the query condition has non-English characters. However, during the backup, the correct VMs are selected even though the VM attributes are non-English.

  • Using the not equals filter condition on any attribute returns assets including those that have no value (null) present for the attribute. For multi-value attributes such as tag, the assets that do not match at least one of the values of the attribute are not returned

  • When the server of an Intelligent VM group is updated, all existing access definitions configured for that Intelligent group are removed because the intelligent group is now registered with the new server namespace. You need to add new access definitions for the updated Intelligent group.

 

Table: Query keywords

Keyword

Description

Case-sensitive when protection plan runs

annotation

The text that is added to VM annotations in a vSphere client.

Yes

connectionState

The status of the VM connection to the ESX server. For example, if a virtual machine's ESX server is down, that virtual machine is not connected.

No

cluster

The name of the cluster (group of ESXi servers) where the VMs reside.

No

datacenter

The name of the datacenter.

No

datacenterPath

The folder structure that defines the path to a datacenter. Use this option if the datacenter name that you want to filter on is not unique in your environment.

Yes

datastore

The name of the datastore.

Yes

displayName

The VM's display name.

Yes

host

The name of the ESXi server. The ESXi host name must match the name as defined in the vCenter server.

No

dnsName

The VM's DNS name in vSphere Client.

No

guestOS

The VM guest OS type that is recorded in the vSphere client.

Yes

hostName

The VM name that is derived from a reverse lookup of its IP address.

No

instanceUuid

The VM's instance UUID.

For example: 501b13c3-52de-9a06-cd9a-ecb23aa975d1

No

networkName

The name of the network switch (on an ESX server) or distributed switch.

No

powerState

The power state of the VM.

No

tag

The name of the VM's tag.

Yes

template

Indicates if the VM is a virtual machine template.

No

version

The VMware version of the virtual machine. For example, vmx-04, vmx-07, vmx-08.

Yes

vmFolder

The name of the VM folder (within a datacenter), which includes the path to the folder that contains the VMs.

See VMFolder examples.

No

vmxDatastore

The name of the VMX datastore (sometimes called the vmx directory or configuration datastore).

Yes

vmxDatastoreType

The type of the VMX datastore. Values are NFS or VMFS.

No

 

Query operators

Table: Query operators

Operator

Description

Starts with

Matches the value when it occurs at the start of a string.

For example: If the value you enter is box, this option matches the string box_car but not flatbox.

Ends with

Matches the value when it occurs at the end of a string.

For example: If the value you enter is dev, this option matches the string 01dev but not 01dev99 or devOP.

Contains

Matches the value you enter wherever that value occurs in the string.

For example: If the value you enter is dev, this option matches strings such as 01dev, 01dev99, devOP, and development_machine.

=

Matches only the value that you enter.

For example: If the value you enter is VMtest27, this option matches VMTest27 (same case), but not vmtest27, vmTEST27, or VMtest28.

!=

Matches any value that is not equal to the value that you enter.

 

Example queries

In this example, the query adds to the group any VM that has prod in its display name.

 

To change the effect of the query, click Condition and click AND or OR, then select the keyword, operator, and value for the condition. For example:

This example uses AND to narrow the scope of the query: it selects only the VMs that have prod in their display name and that also have a tag named eng. If a VM does not have prod in its display name as well as a tag named eng, that VM is not added to the group.

 

To broaden the scope of the query, use OR:

In this example, OR causes the query to add the following to the group:

  • The VMs that have prod in their display name (regardless of any tags).

  • The VMs that have a tag named eng (regardless of the display name).

 

You can also add sub-queries to a condition, if necessary. Click Sub-query and click AND or OR, then select the keyword, operator, and value for the sub-query condition. For example:

In this example, the sub-query causes the query to narrow the scope further. From the VMs that have both prod in their display name and a tag named eng, only the VMs in clusters that start with clust are selected.

 

VMFolder examples

For example, assume the following VM folders containing a total of 65 VMs:

vm\VM_backup_prod1 (contains 5 VMs)

vm\VM_backup_prod1\cluster1(contains 10 VMs)

vm\VM_backup_prod2 (contains 50 VMs)

 

To include the VMs in vm\VM_backup_prod1 but not the VMs in cluster1 or in any other folder:

VMFolder Equal "vm\VM_backup_prod1"

 

To include the VMs in vm\VM_backup_prod1 and in its subfolder cluster1:

VMFolder Equal "vm\VM_backup_prod1"

OR

VMFolder StartsWith "vm\VM_backup_prod1"

Note: The first backslash is an escape character that causes the following backslash to be interpreted as a literal character.

 

To include all 65 VMs: VMFolder StartsWith "vm\VM_backup_prod"

Note: Any VM that is in a path that begins with vm\VM_backup_prod is included.