Configure the Hyper-V Agent

After the Hyper-V Agent Management service is installed and registered with Portal, you must configure the Agent by doing the following:

      Provide credentials for authenticating with the Hyper-V environment that you want to protect. The user should be an Active Directory domain user with administrative rights to the Hyper-V cluster or standalone host. 

      Add vault settings. Vault settings provides vault information and credentials so that the Agent can back up data to and restore data from the vault.

Note: In earlier Portal versions, you could specify whether data is encrypted using AES encryption when it is transmitted to and from the vault. Over-the-wire encryption is now automatically enabled when you add vault settings or save existing vault settings.

You can also change Hyper-V credentials and add vault settings after the initial configuration. See Change credentials or the network address for accessing Hyper-V and Add vault settings.

Optionally, you can do the following:

      Add a description for the Agent. The description appears for the Hyper-V environment on the Computers page. See Add a description.

      Add retention types that specify how long backups are kept on the vault. See Add retention types.

      Configure email notifications so that users receive emails when backups complete, fail, or have errors. See Set up email notifications for a computer.

      Specify the amount of bandwidth consumed by backups. See Configure bandwidth throttling.

To configure the Hyper-V Agent:

1.   On the navigation bar, click Computers.

The Computers page shows registered computers.

2.   Find the computer that has the Hyper-V Agent Management service installed, and expand its view by clicking its row.

Before you provide Hyper-V credentials for the Agent, the name of the computer where the Management service is installed appears on the Computers page.

The Configuration mode selection section appears.

3.   Select Configure a new Hyper-V Agent, and then click Continue.

Note: The Recover a previous Hyper-V Agent option will also appear if offline Hyper-V Agents are available. This option is used to recover Hyper-V Agent configuration and all backup jobs from an offline Agent instead of configuring a new Agent. See Recover jobs and settings from an offline Hyper-V Agent.

4.   In the Register agent with Hyper-V environment section, specify the following information:

      In the Address box, type the host name or IP address of the Hyper-V cluster or standalone host that you want to protect. Specifying the host name of the cluster or standalone host is recommended. This will allow DNS to handle IP address changes.  

      In the Domain box, type the domain of the account for authenticating with the Hyper-V cluster or standalone host.

The domain is not required if you specify the domain in the Username box.

      In the Username box, type the domain administrator account that is used to authenticate with the Hyper-V cluster or standalone host. You can type the account as username, domain\username, or username@domain.

      In the Password box, type the password for the specified user.

5.   To validate the credentials, click Verify Information. If the credentials are valid, a message appears. Click Okay.

6.   Click Continue.

7.   In the Vault Configuration section, click Configure Vault.

Note: You can also add vault connections after the initial configuration. See Add vault settings.

8.   On the Vault Settings tab, click Add Vault.

9.   In the Vault Settings dialog box, do one of the following:

      In the Vault Name box, enter a name for the vault connection. In the Address box, enter the vault host name or IP address. In the Account, Username, and Password boxes, enter an account and credentials for backing up data to and restoring data from the vault.

Specifying the host name of the vault is recommended. This will allow DNS to handle IP address changes.

      If a policy with a vault profile is assigned to the computer, click the Vault Profile list. In the list, click the vault profile that you want to add for the computer. Vault information and credentials are then populated in the Vault Settings dialog box.

10.  (Optional) Change one or more of the following Advanced Settings for the vault connection:

      Agent Host Name. Name of the computer on the vault. For a Hyper-V environment, by default, the name is the fully qualified domain name of the cluster or standalone host.

      Port Number. Port used to connect to the vault.

      Attempt to Reconnect Every. Specifies the number of seconds after which the Agent should try to connect to the vault, if the vault becomes unavailable during a backup or restore.

      Abort Reconnect Retries After. Enter the number of minutes after which the Agent should stop trying to reconnect to the vault, if the vault becomes unavailable during a backup or restore. If the Agent cannot connect to the vault successfully in the specified number of tries, the backup or restore fails.

11.  Click Save.

The name of the Hyper-V cluster or standalone host now appears on the Computers page in Portal instead of the Management service computer name.