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Establishing a data connection using the automated Connection Wizard

The Connection Wizard guides you through the process of protecting your data. It helps you select a source, identify the data from your source that will be included in the replication set, and select a target.

1. Start the Connection Wizard to establish your connection by selecting Tools, Connection Wizard.

   If the Servers root is highlighted in the left pane of the Replication Console, the Connection Wizard menu option will not be available. To access the menu, expand the server tree in the left pane, and highlight a server in the tree.

    

2. The Connection Wizard opens to the Welcome screen. Review this screen and click Next to continue.

   At any time while using the Connection Wizard, click Back to return to previous screens and review your selections.

    

3. If you highlighted a source in the Replication Console, the source will already be selected. If it is not, select the Double-Take Availability source. This is the server that you want to protect.

   Double-Take Availability will automatically attempt to log on to the selected source using previously cached credentials. If the logon is not successful, the Logon dialog box will appear prompting for your security identification.

    

4. Click Next to continue.

5. If you highlighted a target in the Replication Console, the target will already be selected. If it is not, select the Double-Take Availability target. This is your backup server that will protect the source.

   Double-Take Availability will automatically attempt to log on to the selected target using previously cached credentials. If the logon is not successful, the Logon dialog box will appear prompting for your security identification.

    

6. Click Next to continue.
7. Select Protect data and click Next to continue.
8. Choose to create a new replication set or use a replication set that already exists.
• Create a new replication set with this name—If you choose to create a new replication, specify a replication set name.
• Use this replication set—If you choose to use an existing replication set, specify the name of that replication set by selecting it from the pull-down menu.
9. Click Next to continue.
10. If you are creating a new replication set, a tree display appears identifying the volumes and directories available on your selected source server. Mark the check box of the volumes and/or directories you want to protect and click Next to continue.
11. Select the location on the target where the data will be stored.
• Send all data to a single path on the target—This option sends all selected volumes and directories to the same location on the target. The default location is /source_name/replication_set_name/volume_name.
• Send all data to the same path on the target—This option sends all selected volumes and directories to the same directories on the target.
• Custom—To select a custom path, click once in the Target Path field and modify the drive and directory to the desired location.
12. Click Next to continue.
13. Review your selections on the summary screen. If your Connection Wizard settings are correct, establish your connection by completing one of the two options below.
• If you do not want to set advanced options, click Finish. The Connection Wizard will close, the connection will be established, and mirroring and replication will begin.
• If you want to set advanced options, click Advanced Options. The Connection Wizard will close and the Double-Take Availability Connection Manager will open. The Servers tab will be completed.

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