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ShadowProtect User Guide Product version 5.2.7 StorageCraft Copyright Declarati

ShadowProtect User Guide Product version 5.2.7 StorageCraft Copyright Declaration StorageCraft ImageManager, StorageCraft ShadowProtect, StorageCraft Cloud, and StorageCraft Cloud Services, together with any associated logos, are trademarks of StorageCraft Technology Corporation in the United States and elsewhere. All other brands and product names are or may be trademarks or registered trademarks of their respective owners. 2 3 6 6 6 7 7 8 9 10 10 10 11 12 13 13 14 15 16 17 17 17 18 18 18 18 19 20 20 21 21 22 22 23 23 25 26 26 27 28 29 30 31 32 33 34 35 37 37 37 40 41 41 42 43 43 43 44 44 44 44 45 46 47 47 47 48 Table of Contents StorageCraft Copyright Declaration Table of Contents 1 ShadowProtect Overview 1.1 Features and Components 1.2 ShadowProtect Usage Scenarios ShadowProtect Console Scenarios VirtualBoot Scenarios 2 How ShadowProtect Works 2.1 Create a Backup Image 2.2 Restore a Backup Image 2.3 Backup Image Files File Naming Conventions File Dependencies 3 Installing ShadowProtect 3.1 Requirements Hardware Requirements Supported Operating Systems Supported File Systems Supported Storage Media MSP Requirements Multi-Boot Environments 3.2 License and Install Options ShadowProtect Virtual ShadowProtect for Managed Service Providers 3.3 Starting ShadowProtect 3.4 Activating ShadowProtect Automatic Activation Manual Activation Deactivating ShadowProtect 3.5 Uninstalling ShadowProtect 3.6 Upgrading ShadowProtect 4 Understanding ShadowProtect Console 4.1 Menu Bar Client Options Agent Options 4.2 Navigation Panel 4.3 Tabs Wizards Tab Management View Tab Disk Map Tab Backup Jobs Tab Destinations Tab Backup History Tab 4.4 Network View 5 Creating Backup Image Files 5.1 Backup Image File Storage Locations 5.2 Destinations Editing Destinations Deleting Destinations 5.3 Configuring a Continuous Incremental Backup Job Using VSS Configuring a Scheduled VSS Backup Job Configuring a Non-VSS Backup Job 5.4 Configuring a Weekly/Monthly Backup Job 5.5 Options Compression Method File Protection Split Image File Backup Job Name Backup Comment Advanced Options Backup Image Commands Encryption Retention 5.6 Deleting Backup Image Files © 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 78 48 50 50 51 52 53 54 56 57 58 60 60 61 61 62 62 63 63 63 64 64 65 65 66 67 67 69 70 71 71 72 72 72 72 74 75 75 76 77 6 Mounting Backup Image Files 6.1 Recover Files and Folders 6.2 Backup Image Mount Options 6.3 Dismounting Backup Image Files Dismounting Images in Windows 7 Restoring a Volume 8 Image Conversion Tool 8.1 2TB Limit using the Image Conversion Tool 9 Using ISOTool 10 Using ImageReady 11 Remote Management 11.1 Management View Remote Install of Backup Agents Adding and Deleting Remote Nodes Modifying Remote Node Properties Connecting and Disconnecting Remote Nodes 11.2 Network View Adding and Deleting Remote Nodes Modifying Remote Node Properties Connecting and Disconnecting Remote Nodes Exporting and Importing Node Settings 11.3 Using an Install Setup Package 12 Using VirtualBoot 12.1 VirtualBoot Requirements 12.2 Limitations 12.3 Creating a VM Continuing Incremental Backups Mounting a VM Manually Configuring a VM Manually Configuring a Network Adapter Configuring Drivers Installing Guest Additions 13 Other Operations 13.1 Verifying Backup Image Files 13.2 Configuring Email Notifications 13.3 Log Files 13.4 Creating Key Files 13.5 Creating a Recovery CD 14 Best Practices © 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 4 of 78 ShadowProtect User Guide Welcome to the StorageCraft® Shadow Protect® User Guide. This edition covers ShadowProtect versions up to v5.2.7 of these products: Desktop Server Small Business Virtual and related sections for the ShadowProtect IT Edition and the StorageCraft Recovery Environment. This version supports Windows 10 systems. This Guide describes the ShadowProtect technology, how to use the product, and how to get the most out of ShadowProtect. While ShadowProtect comes in multiple editions, most of the differences between these editions relate to the associated user license. When there is specfic information for an edition, this Guide notes this. Edition Description ShadowProtect Desktop Provides volume backup and restore options for a single desktop system. This edition is most suitable for home use. ShadowProtect Server Provides backup and restore options for server operating systems. ShadowProtect Server requires a separate license for each installed OS. ShadowProtect for Small Business Provides backup and restore options for Microsoft Small Business Server (SBS). ShadowProtect SBS requires a separate license for each installed OS. ShadowProtect MSP Provides a subscription-based licensing model for Managed Service Providers (MSP) that want to provide disaster recovery solutions for their clients. ShadowProtect Virtual Provides a VM-based licensing model for disaster recovery in a virtualized environment. This Guide includes the following major sections: ShadowProtect Overview How ShadowProtect Works Installing ShadowProtect Understanding ShadowProtect Console Create a Backup Image Mounting Backup Image Files Restoring a Volume Image Conversion Tool Using ISOTool Using ImageReady Remote Management Using VirtualBoot Other Operations Best Practices Additional Information For emerging issues and other resources, see the following: The ShadowProtect ReadMe file available online. The StorageCraft technical support Web site at www.storagecraft.com/support.html . This User Guide is also available in the ShadowProtect user interface from the Help menu. The StorageCraft Glossary of technical terms. Documentation Conventions This symbol designates Note or Warning text that highlights important information about the configuration and/or use of ShadowProtect. 1 ShadowProtect Overview ShadowProtect User Guide © 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 78 1 ShadowProtect Overview Review these topics as you prepare to install and use ShadowProtect: Features and Components Usage Scenarios 1.1 Features and Components For a complete version history of product updates, refer to the online ShadowProtect ReadMe document. Component Features ShadowProtect Console This console manages the disaster recovery configuration on your Windows system. The console can: Configure backup jobs that run unobtrusively in the background using Microsoft VSS (Volume Shadow Copy Service). Store backups on any accessible media including network storage (SAN, NAS, iSCSI), removable drives (USB, FireWire), and optical media (CD, DVD, Blu-Ray). Verify backup images to ensure data integrity. Create compressed and encrypted backup image files for efficiency and security. Run wizard-based recovery of files, folders, or a complete data volume, to an exact point in time. View backup images for quick file and folder recovery. Mount any backup image file as a virtual disk using VirtualBoot. Remotely manage system backup and recovery operations. ShadowProtect Backup Agent The engine that creates a system's point-in-time backup images. The ShadowProtect console manages the operation of this backup agent. StorageCraft Recovery Environment A bootable environment for disaster recovery which doesn't require installing software. StorageCraft offers both a recovery environment based on Windows and the new Recovery Environment-CrossPlatform based on Linux which also restores all supported Windows systems. Either environment can: Access all critical features of the ShadowProtect Console from a standalone disaster recovery environment. Load from a bootable CD or USB drive. Restore a system (bootable) volume quickly and easily. Back up a non-bootable system before attempting a restore operation. Use Hardware Independent Restore (HIR) to restore to different hardware, or to virtual environments (P2P, P2V, V2P). For more information about the Recovery Environment, see the StorageCraft Recovery Environment User Guide. ImageManager StorageCraft also offers ImageManager which provides policy-driven services for managing backup image files. These include: Consolidation of Incremental backup image files into daily, weekly, and monthly consolidated image files that greatly reduce the number of files in an image chain. Verification and re-verification of backup image files, including consolidated files. Replication of backup image files to a local drive, a network share, or an off-site location (using FTP, intelligentFTP, or ShadowStream). Head Start Restore (HSR) lets you restore a backup image while ShadowProtect continues to add incremental backup images to it. This lets you greatly reduce the downtime associated with hardware failure or hardware migration tasks. For more information about ImageManager features, see the ImageManager User Guide. 1.2 ShadowProtect Usage Scenarios ShadowProtect User Guide © 2017 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 78 ShadowProtect supports a variety of backup and recovery scenarios, depending on your needs. These include: ShadowProtect Console Scenarios VirtualBoot Scenarios ShadowProtect Console Scenarios Here are several common use cases for ShadowProtect: Live Backup Problem: I don't want to shutdown a system every time I want to create a system backup image. ShadowProtect Solution: By leveraging disk imaging with existing Windows snapshot technology, ShadowProtect lets you create live system backups without any system downtime. ShadowProtect creates live backup images that include a system's operating system, critical data and configuration settings. Create Full and Incremental Backup Images Problem: Making a full backup image every time I backup a system is very time consuming. I need to be able to make incremental backup images to save time and space. ShadowProtect Solution: ShadowProtect uses a sector-based backup strategy that lets it backup just the changes to a file in an Incremental backup image. Sector-based incremental backup is the quickest and most efficient way to take an incremental backup. Once you have an initial full backup, you can create regular incremental backup images from that point forward to support an accurate restoration. Individual Folder and File Restore Problem: Restoring individual files and folders traditional uploads/Litterature/ shadow-protect-user-guide.pdf