====== Create Backup Set for Non-Cluster Hyper-V Environment ======
----
{{INLINETOC}} \\

===== Run Direct Backup Set =====
----

1. Click the Backup Sets icon on the main interface of CloudBacko Pro. \\ {{public:module:hyper-v:hyperv-014.png?200}}

2. Create a new backup set by clicking the "+" icon or Add button to created new backup set.

3. Select the Backup set type and name your new backup set then click Next to proceed. \\ {{public:module:hyper-v:hyperv-015.png}}

4. In the Backup Source menu, select the guest virtual machines you would like to backup. Click Next to proceed. \\ {{public:module:hyper-v:hyperv-016.png}}

5. In the Schedule menu, you can configure a backup schedule for backup job to run automatically at your specified time interval. \\ {{public:module:hyper-v:hyperv-017.png}}

Click Add to add a new schedule or double click on the existing schedule to change the values.  Click Next to proceed when you are done setting. \\ {{public:module:hyper-v:hyperv-018.png}}
<WRAP info>
The default backup schedule is daily backup at 22:00, the backup job will run until completion and the retention policy job will be run immediately after the backup job.
</WRAP>

6. Select the backup storage destination. \\ {{public:module:hyper-v:hyperv-019.png}}

<WRAP info>1. For Hyper-V backup sets by the default the Run Direct feature is enabled. \\ 2. For Run Direct enabled backup sets, the storage destination is restricted to Local, Mapped Drive, or Removable Drive.</WRAP>

<WRAP indent>
  * Click on Change to select the storage destination a Local, Mapped Drive, or Removable Drive.  \\ {{public:module:hyper-v:hyperv-020.png}}
  * After selecting the storage destination click on the Test button to verify if CloudBacko Pro has permission to access the folder on the storage destination. \\ {{public:module:hyper-v:hyperv-021.png}}
  * Once the test is finished CloudBacko Pro will display “Test completed successfully” message. Click OK to proceed. \\ {{public:module:hyper-v:hyperv-022.png}}
  * To add extra storage destination click Add, otherwise Click Next to proceed.  \\ {{public:module:hyper-v:hyperv-023.png}}
</WRAP>

7. If you wish to enable the granular restore feature, make sure you turn on the Granular Restore switch in this menu. Click Next to proceed. \\ {{public:module:hyper-v:hyperv-024.png}}

<WRAP info>
1. Once the Granular Restore feature is enabled and the backup set is saved, it is NOT possible to disable it afterwards, and vice versa. If you wish to change the Granular Restore settings, a new backup set will have to be created. \\ 
2. It is possible to enable both Granular Restore and Run Direct restore on the same backup set. However, CloudBacko Pro will only allow either Granular Restore or Run Direct restore to run, but not both to run concurrently. \\
3. Granular Restore requires an additional OpenDirect / Granular Restore add-on module license to work. Contact your backup service provider for further details.
</WRAP>

<WRAP important>If you have enabled the Granular Restore or Run Direct restore feature, the backup data will not be compressed and encrypted to optimize the restore performance, therefore you can skip to step 10.</WRAP>

8. In the Encryption window, the default Encrypt Backup Data option is enabled with an encryption key preset by the system which provides the most secure protection. \\ {{public:module:hyper-v:hyperv-025.png}}

You can choose from one of the following 2 Encryption Type options:
  * **Default** – an encryption key with 44 alpha numeric characters will be randomly generated by the system
  * **Custom** – you can customize your encryption key, where you can set your own algorithm, encryption key, method and key length. \\ {{public:module:hyper-v:hyperv-026.png}}
<WRAP info>For local, mapped drive, or removable drive storage destinations with Run Direct enabled the compression type will a be set No Compression and data encryption is disabled to ensure optimal backup and restore performance. The backup set compression type and data encryption settings will only be applied to CBS, SFTP/FTP, or Cloud storage destinations for the backup set.</WRAP>

9. If you have enabled the Encryption Key feature in the previous step, the following pop-up window shows, no matter which encryption type you have selected.  \\ {{public:module:hyper-v:hyperv-027.png}}

The pop-up window has the following three options to choose from:

  * **Unmask encryption key** – The encryption key is masked by default. Click this option to show the encryption key.  \\ {{public:module:hyper-v:hyperv-028.png}}
  * **Copy to clipboard** – Click to copy the encryption key, then you can paste it in another location of your choice.
  * **Confirm** – Click to exit this pop-up window and proceed to the next step.
    Enter the Windows login credentials used by CloudBacko Pro to authenticate the scheduled or continuous backup job.

<WRAP info>If the backup schedule is turned off for the backup set the Windows User Authentication screen will be automatically skipped. The Windows User Authentication login credentials can be added or updated post backup set creation.</WRAP>

11. Backup set created:

<WRAP indent>
  * To start a manual backup job click on Backup now.
  * To verify the backup set settings click on Close and then click on the Hyper-V backup set to complete the setup.
</WRAP>

\\

===== Non Run Direct Backup Set =====
----

1. Click the Backup Sets icon on the main interface of CloudBacko Pro. \\ {{public:module:hyper-v:hyperv-033.png?200}}

2. Create a new backup set by clicking the "+" icon next to Add new backup set.

3. Select the Backup set type and name your new backup set then click Next to proceed. \\ {{public:module:hyper-v:hyperv-034.png}}

<WRAP info>
CloudBacko Pro will automatically detect the Hyper-V version installed on the host.
</WRAP>

4. In the Backup Source menu, select the guest virtual machines you would like to backup. Click Next to proceed.  \\ {{public:module:hyper-v:hyperv-035.png}}

5. In the Schedule menu, you can configure a backup schedule for backup job to run automatically at your specified time interval.  \\ {{public:module:hyper-v:hyperv-036.png}}

Click Add to add a new schedule or double click on the existing schedule to change the values.  Click Next to proceed when you are done setting.  \\ {{public:module:hyper-v:hyperv-037.png}}

<WRAP info>The default backup schedule is daily backup at 22:00 with the backup job will run until completion and the retention policy job will be run immediately after the backup job.</WRAP>

6. Select the backup storage destination.  \\ {{public:module:hyper-v:hyperv-038.png}}

<WRAP info>For Hyper-V backup sets, the default setting is for Run Direct to be enabled and the storage destination is either a Local, Mapped Drive, or Removable Drive.</WRAP>

To select a cloud, sftp/ftp, or CBS as a storage destination un-select Run Direct setting and select your desired cloud, sftp/ftp, or CBS as a storage destination. Click OK to proceed when you are done.  \\ {{public:module:hyper-v:hyperv-039.png}}

7. Click Add to an additional storage destination or click Next to proceed when you are done.   \\ {{public:module:hyper-v:hyperv-040.png}}

8. If you wish to enable the Granular Restore feature, make sure you turn on the Granular Restore switch in this menu. Click Next to proceed.  \\ {{public:module:hyper-v:hyperv-041.png}}

<WRAP info>Once the Granular Restore feature is enabled and the backup set is saved, it is NOT possible to disable it afterwards, and vice versa. If you wish to change the Granular Restore settings, a new backup set will have to be created. \\ \\ It is possible to enable both Granular Restore and Run Direct restore on the same backup set. However, CloudBacko Pro will only allow either Granular Restore or Run Direct restore to run, but not both to run concurrently. \\ \\ Granular Restore requires an additional OpenDirect / Granular Restore add-on module license to work. Contact your backup service provider for further details. </WRAP>

<WRAP important>If you have enabled the Granular Restore or Run Direct restore feature, backup data will not be compressed and encrypted to optimize the restore performance, therefore you can skip to step 11. </WRAP>

9. In the Encryption window, the default Encrypt Backup Data option is enabled with an encryption key preset by the system which provides the most secure protection.  \\ {{public:module:hyper-v:hyperv-025.png}}

You can choose from one of the following 2 Encryption Type options:
  * **Default** – an encryption key with 44 alpha numeric characters will be randomly generated by the system
  * **Custom** – you can customize your encryption key, where you can set your own algorithm, encryption key, method and key length.  \\ {{public:module:hyper-v:hyperv-043.png}}

<WRAP info>For local, mapped drive, or removable drive storage destinations with Run Direct enabled the compression type will be set No Compression and data encryption is disabled to ensure optimal backup and restore performance. The backup set compression type and data encryption settings will only be applied to CBS, SFTP/FTP, or Cloud storage destinations for the backup set. </WRAP>

Click Next when you are done setting. 

10. If you have enabled the Encryption Key feature in the previous step, the following pop-up window shows, no matter which encryption type you have selected.  \\ {{public:module:hyper-v:hyperv-044.png}}

The pop-up window has the following three options to choose from:

  * **Unmask encryption key** – The encryption key is masked by default. Click this option to show the encryption key.   \\ {{public:module:hyper-v:hyperv-045.png}}

  * **Copy to clipboard** – Click to copy the encryption key, then you can paste it in another location of your choice.
  * **Confirm** – Click to exit this pop-up window and proceed to the next step.

11. Enter the Windows login credentials used by CloudBacko Pro to authenticate the scheduled backup job.  \\ {{public:module:hyper-v:hyperv-046.png}}

<WRAP info>If the backup schedule is turned off for the backup set the Windows User  Authentication screen will be automatically skipped. The Windows User Authentication login credentials can be added or update post backup set creation.</WRAP>

12. Backup set created.
<WRAP indent>
  * To start a manual backup job click on Backup now.  \\ {{public:module:hyper-v:hyperv-047.png}}
  * To verify the backup set settings click on Close and then click on the Hyper-V backup set to complete the setup.  \\ {{public:module:hyper-v:hyperv-048.png}}   \\ {{public:module:hyper-v:hyperv-049.png}}