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Protecting an entire server

Use these instructions to protect an entire server.

  1. Click Get Started from the toolbar.
  2. Select Double-Take Availability and click Next.
  3. Select Protect files and folders or an entire server and click Next.
  4. Choose your source server. This is the server that you want to protect.

  5. Click Next to continue.
  6. On the Choose Data page, under Server Workloads, select Full-Server Failover.
  7. If you want to specifically include or exclude data to be protected, click the Replication Rules heading and expand the volumes under Folders. Items with a green highlight are included in the protection. Items highlighted in yellow have a subset of the items included in the protection. If there is no highlight, the item is not included for protection. To modify the items selected for protection, highlight a volume, folder, or file and click Add Rule. You can also enter a rule, including a wildcard specification, manually. Specify if you want to Include or Exclude the item from protection. Also, specify if you want the rule to be recursive, which indicates the rule should automatically be applied to the subdirectories of the specified path. If you do not select Recurse, the rule will not be applied to subdirectories.

    If you need to remove a rule, highlight it in the list at the bottom and click Remove Rule. Be careful when removing rules. Double-Take Availability may create multiple rules when you are adding directories. For example, if you add C:\Data to be included in protection, then C:\ will be excluded. If you remove the C:\ exclusion rule, then C:\Data rule will be removed also. Items in italics text cannot be removed because they are part of the system state.

  8. Click Next to continue.
  9. Choose your target server. This is the server that will store the replica data from the source.

  10. Click Next to continue.
  11. You have many options available for your full-server job. Click a link below to see the options available for that section of the Set Options page.

  12. After you have configured your options, click Next to continue.
  13. Double-Take Availability validates that your source and target are compatible for your job type. The Summary page displays the options you selected in your workflow and any additional validation items.

    Errors are designated by a white X inside a red circle. Warnings are designated by a black exclamation point (!) inside a yellow triangle. A successful validation is designated by a white checkmark inside a green circle. Click on any of the validation items to see details. You must correct any errors before you can enable protection. Depending on the error, you may be able to click Fix or Fix All and let Double-Take Availability correct the problem for you. For those errors that Double-Take Availability cannot correct automatically, you will need to modify the source or target to correct the error, or you can select a different target. You must revalidate the selected servers, by clicking Recheck, until the validation check passes without errors.

  14. Once your servers have passed validation and you are ready to establish protection, click Finish, and you will automatically be taken to the Manage Jobs page.

Do not create any other full-server jobs from your source or to your target. You can create files and folders jobs, but full-server jobs must be used in a one-to-one configuration only.