1. Choose the test scope
Select a test VM or application that will not affect production. Record the recovery point, acceptable data loss and the files or application data to check after recovery.
USER GUIDE
Before the first backup,
plan your recovery.
This guide helps you prepare the first protection scenario in an installed EraBackup environment. Screen names and available options may differ by deployment version.
STEP-BY-STEP GUIDES
From installation to recovery.
01
0203040506070809010011012013014015016017018019020021022023024025026027028029030031032033034035036037038039040041042043044045046047048049050051052053054055056057058059060061062063064065066067068069070071072073074075076077078079080081082083084085086087088089090091092093094095096097
Installation Guide
Install EraBackup Master: operating system readiness, package integrity, terminal installer, TLS, licensing, repository and service validation.
Open guide02First Backup
Use EraBackup Create Policy to select source, storage, clients, retention and schedule, then validate the first full backup and recovery point.
Open guide03Restore
Select a recovery point in EraBackup, use the RESTORE wizard, review target mappings and Summary, and validate data in an isolated target.
Open guide04VMware Backup
Prepare VMware backup step by step, from vCenter connectivity and test VM selection to HotAdd prerequisites and the full/CBT chain.
Open guide05VMware Restore
Plan VMware recovery point selection, target vSphere resources and datastore checks, then validate recovery in a new isolated VM.
Open guide06OpenShift Backup
Plan OpenShift Virtualization/KubeVirt VM backups with namespace, CSI, RBAC and repository prerequisites; assess database profiles separately.
Open guide07OpenShift Restore
Plan the OpenShift recovery point, target namespace, new VM name and StorageClass; distinguish VM/PVC recovery from database restore.
Open guide08Database Backup
Prepare agent-based database policies and OpenShift PostgreSQL/MySQL logical streaming separately; check source, method, retention and initial backup acceptance.
Open guide09Database Restore
Prepare recovery point, target database, credential reference and final acceptance checks according to the engine and backup method.
Open guide010Exchange Backup
Prepare the Exchange agent, registered instance, database selection and backup acceptance plan. Check which release validates DAG, database and mailbox objectives.
Open guide011Exchange Restore
Inspect the Exchange catalog item, recovery point and mailbox selection screen; distinguish a UI preview from an actually completed recovery operation.
Open guide012Active Directory Backup
Prepare the AD agent, domain controller source, policy selection and catalog acceptance; distinguish object recovery from System State and forest recovery objectives.
Open guide013Active Directory Restore
Prepare the AD catalog point, object identity, attribute difference and scoped restore delegation; assess Recycle Bin and System State objectives separately.
Open guide014Kubernetes Backup Guide
Prepare EraBackup Kubernetes agent policies, PVC/Pod selection and node/control-plane methods for your distribution; plan catalog and isolated restore acceptance together.
Open guide015Kubernetes Restore Guide
Inspect Kubernetes catalog records, PVC targets and control-plane recovery limits separately; verify source/namespace mapping and application acceptance.
Open guide016Rancher Backup Preparation Guide
Separate Rancher local management, RKE2/K3s and downstream application scope; distinguish the EraBackup agent method from Rancher’s own backup operator.
Open guide017Rancher Restore Preparation Guide
Prepare separate source, target and acceptance checks for Rancher management restore, RKE2/K3s cluster recovery and downstream application recovery.
Open guide018OpenStack Backup
Prepare OpenStack backup from VM, Cinder disk, project and consistency profile through the Full/incremental chain.
Open guide019OpenStack Restore
Plan OpenStack VM restore with recovery point, disk chain, metadata and target project/network mappings.
Open guide020Safir Bulut Backup
Prepare Safir Bulut backup from VM, Cinder disk, project and consistency profile through the Full/incremental chain.
Open guide021Safir Bulut Restore
Plan Safir Bulut VM restore with recovery point, disk chain, metadata and target project/network mappings.
Open guide022Hyper-V Backup Guide
Prepare Hyper-V backup with source connection, VM/disk selection, retention and initial acceptance checks.
Open guide023Hyper-V Restore Guide
Plan recovery point, disk chain and Hyper-V targets within the scope exposed by the source template.
Open guide024Proxmox Backup Guide
Prepare Proxmox backup with source connection, VM/disk selection, retention and initial acceptance checks.
Open guide025Proxmox Restore Guide
Plan recovery point, disk chain and Proxmox targets within the scope exposed by the source template.
Open guide026KVM Backup Preparation Guide
KVM Backup Preparation Guide: assess releases, source access and validated target scope.
Open guide027KVM Restore Preparation Guide
KVM Restore Preparation Guide: assess releases, source access and validated target scope.
Open guide028Sangfor Backup Preparation Guide
Sangfor Backup Preparation Guide: assess releases, source access and validated target scope.
Open guide029Sangfor Restore Preparation Guide
Sangfor Restore Preparation Guide: assess releases, source access and validated target scope.
Open guide030Windows File Backup
Prepare file and folder selection, agent access, repository, retention and initial acceptance for Windows servers step by step.
Open guide031Windows File Restore
Prepare recovery points, file selection, target paths and data acceptance for Windows servers step by step.
Open guide032Linux File Backup
Prepare file and folder selection, agent access, repository, retention and initial acceptance for Linux servers step by step.
Open guide033Linux File Restore
Prepare recovery points, file selection, target paths and data acceptance for Linux servers step by step.
Open guide034Windows Bare Metal Image Backup
Prepare Windows Bare Metal image backup with agent access, disk scope, boot dependencies and a recovery test.
Open guide035Windows Bare Metal Image Restore
Prepare Windows Bare Metal image recovery points, destination disks, recovery environment and boot/data acceptance.
Open guide036Linux Bare Metal Image Backup
Prepare Linux Bare Metal image backup with agent access, disk scope, boot dependencies and a recovery test.
Open guide037Linux Bare Metal Image Restore
Prepare Linux Bare Metal image recovery points, destination disks, recovery environment and boot/data acceptance.
Open guide038Replication Guide
Prepare replication acceptance with site mappings, the first Full seed, incremental generations and a verified checkpoint.
Open guide039Disaster Recovery Guide
Prepare service recovery with checkpoint selection, isolated testing, fencing, controlled failover and failback planning.
Open guide040NAS Backup
Prepare source/destination roles, Storage Policy scope and data acceptance for NAS.
Open guide041NAS Restore
Prepare catalogs, recovery chains, destination effects and file acceptance for NAS.
Open guide042S3-Compatible Object Storage Backup
Prepare source/destination roles, Storage Policy scope and data acceptance for S3-Compatible Object Storage.
Open guide043S3-Compatible Object Storage Restore
Prepare catalogs, recovery chains, destination effects and file acceptance for S3-Compatible Object Storage.
Open guide044SQL Server Backup
Prepare SQL Server agent access, instance/database selection, method and initial backup acceptance.
Open guide045SQL Server Restore
Prepare SQL Server recovery points, chains, destination instances and application acceptance step by step.
Open guide046Oracle Backup
Prepare Oracle agent access, instance/database selection, method and initial backup acceptance.
Open guide047Oracle Restore
Prepare Oracle recovery points, chains, destination instances and application acceptance step by step.
Open guide048PostgreSQL Backup
Validate PostgreSQL methods, instance/database scope and initial data acceptance.
Open guide049PostgreSQL Restore
Validate PostgreSQL methods, instance/database scope and destination chains.
Open guide050MySQL Backup
Validate MySQL methods, instance/database scope and initial data acceptance.
Open guide051MySQL Restore
Validate MySQL methods, instance/database scope and destination chains.
Open guide052MariaDB Backup
Prepare MariaDB instances, methods, data scope and initial acceptance.
Open guide053MariaDB Restore
Prepare MariaDB recovery points, log chains and validated destination effects.
Open guide054MongoDB Backup
Prepare MongoDB instances, methods, data scope and initial acceptance.
Open guide055MongoDB Restore
Prepare MongoDB recovery points, log chains and validated destination effects.
Open guide056DB2 Backup
Prepare DB2 instance, database/tablespace, methods and initial backup acceptance.
Open guide057DB2 Restore
Prepare DB2 instance, database/tablespace, recovery chains and destination acceptance.
Open guide058Repository Installation Guide
Use repository identity, HTTPS access, capacity and verified data acceptance to prepare installation.
Open guide059Storage Management Guide
Use repository identity, HTTPS access, capacity and verified data acceptance to manage storage operations.
Open guide060Monitoring Guide
Prepare scope, state verification and operational acceptance for monitoring step by step.
Open guide061Reporting Guide
Prepare scope, state verification and operational acceptance for reporting step by step.
Open guide062Notification Management Guide
Prepare scope, state verification and operational acceptance for notification management step by step.
Open guide063User Management Guide
Validate identity, role/group and tenant/resource boundaries for user management.
Open guide064Role Management Guide
Validate identity, role/group and tenant/resource boundaries for role management.
Open guide065Permission Management Guide
Validate identity, role/group and tenant/resource boundaries for permission management.
Open guide066LDAP / Active Directory Integration Guide
Validate LDAP connectivity, directory users and tenant/role mappings separately.
Open guide067Two-Factor Authentication Guide
Assess email OTP, expiry and sign-in-path exceptions through an acceptance plan.
Open guide068Troubleshooting Guide
Assess symptoms, job identity, services and data acceptance step by step to diagnose issues.
Open guide069Log Analysis Guide
Assess symptoms, job identity, services and data acceptance using timelines and redacted logs.
Open guide070License Management Guide
Prepare identity, package/scope and post-action acceptance for license management.
Open guide071Version Upgrade Guide
Prepare identity, package/scope and post-action acceptance for version upgrade.
Open guide072Backup Scheduling Guide
Plan source, method, capacity and data acceptance together for backup scheduling.
Open guide073Retention Policies Guide
Plan source, method, capacity and data acceptance together for retention policies.
Open guide074Deduplication Guide
Assess deduplication layers, policy selections and measured data acceptance separately.
Open guide075Compression Guide
Assess compression layers, policy selections and measured data acceptance separately.
Open guide076Encryption Guide
Assess encryption layers, release support, key ownership and restore acceptance step by step.
Open guide077WORM Protection Guide
Validate the WORM option, repository requirements, protection period and catalog evidence separately.
Open guide078Backup Validation Guide
Assess job records, recovery chains and isolated restores using measurable acceptance steps.
Open guide079Integrity Check Guide
Review hash comparisons, repository chains and backend verification limits step by step.
Open guide080Bandwidth Management Guide
Manage transfer scheduling, concurrency and network impact through measurable steps.
Open guide081Performance Optimization Guide
Assess source, network, repository and concurrency effects through controlled comparisons.
Open guide082Agent Installation Guide
Prepare Windows and Linux components, secure enrollment requirements and initial connectivity acceptance step by step.
Open guide083Agent Management Guide
Manage agent inventory, connectivity health, updates and retirement conditions through controlled steps.
Open guide084API Usage Guide
Prepare integration requirements, the support process and secure test acceptance without exposing technical secrets.
Open guide085Automation Guide
Combine scheduled jobs, error behavior, monitoring and rollback in a secure automation plan.
Open guide086Audit Records Guide
Prepare event scope, time correlation and secure evidence sharing step by step.
Open guide087Security Management Guide
Assess access, updates, data protection and incident handling without publishing sensitive configuration.
Open guide088Multi-Site Guide
Plan site roles, data copies, connectivity impact and recovery acceptance through controlled steps.
Open guide089Centralized Management Guide
Assess inventory, access boundaries, job tracking and centralized operational acceptance step by step.
Open guide090Archiving Guide
Assess archival needs, target support, data scope and recovery requirements step by step.
Open guide091Long-Term Retention Guide
Plan retention needs, chain dependencies, continued access and periodic recovery acceptance.
Open guide092Multi-Tenancy Guide
Assess tenant separation, resource ownership and access boundaries through controlled acceptance.
Open guide093Tenant Management Guide
Plan tenant onboarding, user/resource mappings and retirement acceptance safely.
Open guide094Capacity Planning Guide
Assess data volume, change rate, retention chains and safe capacity headroom together.
Open guide095Scaling Guide
Measure storage and processing load separately to prepare supported expansion and acceptance plans.
Open guide096High Availability Guide
Assess service dependencies, support scope and controlled failover acceptance separately.
Open guide097Load Balancing Guide
Assess access traffic, health checks and job concurrency against the supported architecture.
Open guideDEFINE YOUR SCENARIO
2. Validate the source connection
Check platform connectivity and required account permissions. Verify that the virtualization or cluster inventory shows the correct resources. Proxy, node and Job access must match your installation guide.
3. Check the repository target
Select the correct storage record. Validate repository identity, HTTPS endpoint, certificate trust and available capacity. Access to the management interface does not establish that the transfer path is ready.
4. Prepare the first policy
Define source workloads, target storage, schedule and retention. If using an application-consistent profile, confirm guest and hook prerequisites with the technical team.
5. Monitor the full backup
Start the initial run and follow progress in task and notification details. Check job success, selected resources and the resulting recovery point. If an error occurs, record details before retrying.
6. Restore to an isolated target
Use a new, isolated target supported by your platform. Check target name, storage and network mappings. Do not make overwriting existing production data the default choice for a test.
7. Document the result
Verify files or database data, application startup and required services. Record the result, product/platform versions and steps taken. Schedule another restore test when the environment changes.
COMMON QUESTIONS
Start with
the right questions.
Is the test complete when the first backup succeeds?
A successful job is the first step. Complete the scenario by restoring and validating application data.
What should I share for a connectivity or capacity error?
Share product/platform versions, approximate error time, task ID and error text with passwords and tokens removed. Do not include credentials in support messages.
START WITH YOUR INFRASTRUCTURE
Let’s validate your first scenario together.
Share your workloads and recovery objectives. Let’s define the technical scope together.
