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Establishing full-server protection

To establish full-server protection, you will use the Connection Wizard which will guide you through the process of protecting your entire server. It helps you select a source and target, and then it automatically creates the replication set for you.

  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 the type of connection you want to establish.

    Select Protect full server including system state and data. Once you proceed, Double-Take Availability will automatically configure the root file system for replication. In order for the replication changes to be applied, you will have to reboot your server. Ideally, you will want to reboot the server immediately. However, if you have to schedule the reboot for a later time, mirroring will start immediately. Replication will not start until the server is rebooted. Without replication, data integrity cannot be maintained on the target.

    If you need to remove the full server protection configuration, you must use DTSetup.

     

  8. Click Next to continue.
  9. Reboot your source server now if possible. After the source has been rebooted, acknowledge the reboot prompt. Remember, you must reboot your source to start replication.
  10. By default, all volumes are automatically selected for protection. The protection rules have been designed to accurately select the necessary files to complete full-server protection. You should not have to make modifications. If required, you can deselect volumes that you do not want to protect by clearing the checkbox. If any deselected volumes contain application data, the integrity of your installed applications will not be maintained. You cannot clear the checkbox for the root volume because that is where the system state information is stored. A replication set will automatically be created using the volumes you select. Click Next to continue.
  11. Select a location on the target to store the source image and data. In order to distinguish this image from images of other servers, the source name will automatically be appended to the path you select and will be displayed on-screen. Click Next to continue.
  12. 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.

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