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Creating a full server job

Use these instructions to create a full server job.

If you are creating a full server job in order to revert back to your original configuration after failing over a full server to ESX or full server to Hyper-V, you will need to perform a few additional tasks before creating the full server job. Contact technical support if you need assistance with these steps.

  1. On either the source or target, stop the Double-Take and Double-Take Management Service services.
  2. Remove the GUID value from HKEY_LOCAL_MACHINE\ SOFTWARE\NSI Software\Double-Take\CurrentVersion\Communication\UniqueId. Do not delete the UniqueId key. Only delete the GUI value within the key.
  3. Restart the the Double-Take and Double-Take Management Service services.
  4. Remove and then add your servers back into the Double-Take Console.
  5. Install a different license on the original source and complete a host transfer if necessary.

 

  1. Review these best practices before you create your job.
  2. Click Get Started from the toolbar.

  3. Select Double-Take Availability and click Next.

  4. Select Protect files and folders, an application, or an entire Windows server and click Next.

  5. Choose your source server. This is the physical or virtual server that you want to protect.

    If you enter the source server's fully-qualified domain name, the Double-Take Console will resolve the entry to the server short name. If that short name resides in two different domains, this could result in name resolution issues. In this case, enter the IP address of the server.

    When specifying credentials for a new server, specify a user that is a member of the local Double-Take Admin and local administrator security groups. If the source is a domain controller, Double-Take will add the security groups to the users OU, therefore permissions must be located there. If your source is the only domain controller in your network, the account must also be a local account in the local administrators group on the target. If you want Double-Take to update DNS during failover, the account must be a member of the Domain Admins group. If your security policies do not allow use of this group, see DNS and use the instructions under the Double-Take DFO utility to use a non-Domain Admins account.

     

  6. Click Next to continue.

  7. Choose the type of workload that you want to protect. Under Server Workloads, in the Workload types pane, select Full Server. In the Workload items pane, select the volumes on the source that you want to protect.

    If the workload you are looking for is not displayed, enable Show all workload types. The workload types in gray text are not available for the source server you have selected. Hover your mouse over an unavailable workload type to see a reason why this workload type is unavailable for the selected source.

  8. By default, Double-Take selects your entire source for protection. If desired, click the Replication Rules heading and expand the volumes under Folders. You will see that Double-Take automatically excludes particular files that cannot be used during the protection. If desired, you can exclude other files that you do not want to protect, but be careful when excluding data. Excluded volumes, folders, and/or files may compromise the integrity of your installed applications. There are some volumes, folders, and files (identified in italics text) that you will be unable to exclude, because they are required for protection. For example, the boot files cannot be excluded because that is where the system state information is stored.

    Volumes and folders with a green highlight are included in their entirety in the protection. Volumes and folders highlighted in light yellow have individual files included in the protection. If there is no highlight, no part of the volume or folder is included in the protection. To modify the items selected, 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. 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 Recursive, 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 may create multiple rules when you are adding directories. For example, if you add E:\Data to be included in protection, then E:\ will be excluded. If you remove the E:\ exclusion rule, then the E:\Data rule will be removed also.

    If you return to this page using the Back button in the job creation workflow, your Workload Types selection will be rebuilt, potentially overwriting any manual replication rules that you specified. If you do return to this page, confirm your Workload Types and Replication Rules are set to your desired settings before proceeding forward again.

    If IIS is being used as a hardware platform manager by your hardware vendor on both the source and target, you need to remove the INetPub directory from replication under the Replication Rules heading. If IIS is being used as a software application on your source but as a hardware platform manager by your hardware vendor on your target, you need to add the INetPub directory to the Staged Folders Options list on the Set Options page later in this workflow.

     

  9. Click Next to continue.

  10. Choose your target server. This is the server that will store the replica data from the source.

    If you enter the target server's fully-qualified domain name, the Double-Take Console will resolve the entry to the server short name. If that short name resides in two different domains, this could result in name resolution issues. In this case, enter the IP address of the server.

    When specifying credentials for a new server, specify a user that is a member of the local Double-Take Admin and local administrator security groups. If the source is a domain controller, Double-Take will add the security groups to the users OU, therefore permissions must be located there. If your source is the only domain controller in your network, the account must also be a local account in the local administrators group on the target. If you want Double-Take to update DNS during failover, the account must be a member of the Domain Admins group. If your security policies do not allow use of this group, see DNS and use the instructions under the Double-Take DFO utility to use a non-Domain Admins account.

     

  11. Click Next to continue.

  12. You have many options available for your full server job. Configure those options that are applicable to your environment.

    Click a link below to see the options available for that section of the Set Options page.

  13. Click Next to continue.

  14. Double-Take validates that your source and target are compatible. The Summary page displays your options and 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. You can sort the list by the icon to see errors, warnings, or successful validations together. 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 correct the problem for you. For those errors that Double-Take 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.

    Before a job is created, the results of the validation checks are logged to the Double-Take Management Service log on the target.

  15. 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.

Jobs in a NAT environment may take longer to start.

 

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