Creating Physical Imaging Standard Backup Sets

To create a Physical Imaging Standard backup set, perform the following steps.

1. Navigate to the Computer page. See Navigating to the Computer Page for instructions.
   The Computer page is displayed.
   
   
2. Click the Backup tab.
   The Backup Selections page is displayed.
   
   
3. In the Backup Type pane, click Physical Imaging Standard.
   The Select page is displayed.
   
   
4. Click the Backup Name to provide a new name for the backup set or accept the default. See Changing Backup Set Names.

5. At the Select Storage Location section, click one of the following options. See Backup Options for more information.

   Physical Imaging backups and their revisions may be stored to a local vault. Valid local vaults are:

   • Direct attached storage
   • Network-attached storage
   • Removable storage

   The following local vault locations cannot be selected for backup:

   Volumes with non-NTFS file systems

   • Local Only  Local Vault must be enabled and a local subscription is required. Data is not backed up to the cloud.)
   • Online Only (An enabled Local Vault disables this option.)
   • Online and Local (Local Vault must be enabled.)

   The selection is highlighted and the volumes are displayed in the Current Selection pane.
   
   

   CAUTION!

   Because you are backing up the full volume, ensure that you have enough local storage space for a full backup of each selected volume (it should be roughly equal to the used size of the volume) and any incremental changes.

6. In the Current Selection pane, select the volumes you would like to back up.
   Clicking the arrow  at the right of the items displays more volumes.
   The selection is displayed in the far right pane. Click the remove icon to remove any selections.
   
   
   
   

   The following volume sets cannot be selected for backup:

   • Volumes with non-NTFS file systems (Unless the System volume is part of the Boot Volumes group.)
   • Remote volumes /mapped network drives
   • Volumes that are already included in a Physical Imaging backup set (grayed-out).
   • Removable media.
   • Volumes that are encrypted and locked.
   • Local Only/Online and Local backup sets, and volumes that include the Local Vault location.

   The boot volumes group allows the selection of any volume required to perform a restore of the physical system as a functional virtual machine or as VHD/X.

   Hovering over an available selection displays its capacity and space used, as shown below.
   
    

   Hovering over an unavailable volume, displays its status, as shown below.
   
    
   This hover message displays because the volume is included in another backup set.
   
   You cannot select removable media for backup. If attempted, the following error message is displayed.
   
   

   

7. After selecting the volumes/revisions, click Next.
   The Schedule page is displayed.
   
   

8. Accept or edit the default schedule. See Backup Schedules for more information.
   
   

   • A once daily backup is the default schedule for a Physical Imaging Standard backup set.
   • Multiple weekly schedules are permitted (as long as they do not overlap).
   • Hourly recurrences cannot be mixed with daily/weekly recurrences.
   • Only one hourly schedule can be configured.
   Adding a New Daily or Weekly Schedule

   1. To add additional daily or weekly schedules, click the Add New button.
   The new Schedule is displayed and the Add New button is highlighted, as shown below.
   
   2. Make your selections.
   The new schedule details are displayed.

   Editing Existing Daily or Weekly Schedules

   1. To edit existing schedules, in the Schedule column, click the schedule details.
   The Schedule is highlighted.
   2. Select your new daily or weekly times.

   
   Your schedule is displayed in the Schedule column. Click the remove icon to delete schedule.

9. After setting the schedule, click Next.
   The Retention page is displayed.
   
   

10. Select the number of versions you wish to archive and the number of days to retain.

    The default retains 4 recoverable versions of backups for 28 days.

11. Optionally, select the Enable Advanced Archiving check box. 
    The Advanced Archiving fields are displayed.
    
    

    Example

    The setting of a daily backup kept for 30 days and no fewer than 10 versions mean that 30 versions are kept. However, a setting of once a week means that after 10 weeks, 10 versions are kept.

12. Make your selections, click Save Rule, and then click Next.
    The Advanced page is displayed.
    
    

13. In the Force Full Backups section, specify how often full backups are performed after incremental backups.

    The range is from 1 to 60 backups. The default is every 21st incremental backup.

14. In the Copy Mode section, select or clear the Take Copy Mode Backups check box.

    Copy Mode backups do not automatically truncate Exchange or SQL transaction logs.
    If you are taking a physical image of an Exchange or SQL server and want the Physical Imaging Standard backup set to truncate the logs, disable Copy Mode. If you already are backing up Exchange or SQL using another method (such as through the IBU Backup Agent or directly via Exchange
    or SQL), keep Copy Mode enabled.

15. Click Next.
    The Summary page is displayed.
    
    

16. After reviewing your selections, click the Create Backup Set button.

    If you did not change the default backup set name when creating a new backup set, the following confirmation pop-up is displayed after clicking the Create Backup button.
    
    

    This feature allows you to create a unique name for the backup set. If you already changed the default backup set name, the pop-up is not displayed.

    Optionally, change the backup set name, and click Confirm.

    Your scheduled backup is displayed on the Backup Selections page.