System requirements

  • OBRM BareMetal Backup supports operating systems starting from Windows Vista SP2 / Windows Server 2008 SP2
  • The Online Backup application must be installed on the same machine where which volumes are backed up;
  • The person who sets up the BareMetal backup must know Windows OS account credentials or NAS (network share) credentials that are granted with read/write/delete/append permissions to the folder where BareMetal backup images will be created for subsequent storing in the cloud;

Installation and Configuration

Prerequisites 

  1. Installed Online Backup and Recovery Manager version 6.8.0 and newer https://dashboard.backup2cloud.net
    Dashboard > Apps menu

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  2. On the Windows Vista SP2 / Windows Server 2008 SP2, the BareMetal installation will not work with the default PowerShell version 1.0. PowerShell update will be required (check related Microsoft articles: https://www.microsoft.com/en-us/download/details.aspx?id=9864)
  3. A chosen Backup Account must be located under the Entity for which BareMetal backup functionality is enabled.

BareMetal Backup Installation

  1. Log into the Online Backup and Recovery Manager with the Backup Account under the entity for which BareMetal option is enabled.
  2. Skip Easy Backup page if it appears:
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      3. On the main application page, click “Go to Web Portal” link:

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        The Dashboard is opened: https://dashboard.backup2cloud.net

     4. Navigate to Devices page:
         - screenshot for a Backup Account:
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     - for a Company Admin

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     5. Locate the Device for which Baremetal Backup should be installed and make sure that it is online “green” (wait for 1 – 2 minutes after logging in):

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       In case the Device is not becoming online (green), consult the Troubleshooting article section: "Device is offline"

      6. Start installation of Baremetal backup by clicking Manage button > "Install Baremetal Backup":

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       7. Make sure that the Baremetal SDK download and installation started successfully. The green notice should appear on a successful start of the installation:

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        Hereafter the notice appears, the Baremetal Backup module download (approximately 200 MB) is started. The download/installation time depends on the network bandwidth and the network route to the backup2cloud server my.managedoffsitebackup.net that is located in Softlayer datacenter. Please, refer to the corresponding Troubleshooting article "BareMetal Backup Installation Progress" if the installation seems to be slow (BareMetal Backup option is not appearing during 10 - 20 minutes).

        After BareMetal Backup module is successfully installed, the application “BareMetal Backup” is presented:
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       9. When Baremetal Backup option appears, Click “wrench” icon to configure Baremetal Backup.
           The Dashboard is opened in the Default web browser where the following job settings are configured:

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               a) enter the volume letter of the Source Volume(s) that should be backed up. A semicolon is a separator. In the case of a typo in the input, the notification will appear:

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               b) “Folder for disk Images” must be located on the volume that is not backed up with Baremetal Backup. It may be on a separate local volume, USB drive or a network share (SMB). Online Backup does not check the available free space in advance so it must be considered whether there is enough free space on the destination folder to store the images. Practically, one Full backup of a volume will need minimum 75% - 80% of its used space to be free on the destination folder.
              
  c) "PC or domain user" must have full permissions (read/write/append/delete) to the Folder for disk images. In case local user is used, set it up as .\UserName to avoid permission issue in case of renaming the machine.
                d) For Full and Incremental backups, the following periodicities are available: Hourly, Daily, Weekly, Monthly.

       10. After the backup job is configured, click “Apply” and make sure that the Baremetal Backup settings are successfully saved:

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   11. The first backup is FULL and starts at scheduled time under NT AUTHORITY\SYSTEM account according to the tasks in Task Scheduler:

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     “Started” event will be displayed in Dashboard > Reporting

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      Dashboard > Monitoring will display the ongoing status of the backup job:
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     As the scheduled backup is started under NT AUTHORITY\SYSTEM account, the OBRM backup progress does not appear on the backed up machine. In case the current transfer speed is the concern, it can be checked according to the topic "Check Upload Speed".

  12. Backup report should be sent to email addresses configured in Menu > Advanced Options > Email Backup Reports:

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Restoration of BareMetal Images

The restoration process of BareMetal images has following steps:
  1. Download your BareMetal backup to local/shared folder or USB drive
  2. Create bootable ISO and burn it to CD/DVD/Blu-ray/USB drive
  3. Boot new/fixed machine with burned ISO and go through Recovery Wizard

Download your BareMetal backup to local/shared folder or USB drive

 In order restore BareMetal images on the local/shared folder or USB drive, process the following steps:
  • click View/Restore button: 
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  • select the folder where Baremetal images are stored, right-click on it and click on “Recover” menu entry:
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  • after the download is finished, make sure that the images are stored either on USB drive or on a network share accessible via SMB or on local drive.

Fast restore is available from the Temporary folder where the BareMetal images are stored before the backup. Make sure that this folder can be accessible the same way as it is considered for recovered images. Prior to providing the restore from Temp folder, stop "BareMetal Backup" service as it locks the images from reading: 

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Create bootable ISO and burn it to CD/DVD/Blu-ray/USB drive

  •   click “Create ISO” button to build WinPE-based bootable environment in an ISO image format
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   The ISO file contains a set of utilities that allow startup of the computer for maintenance or recovery purposes when OS is corrupted or cannot be used.
Creation of WinPE-based ISO images is not available if there is no Windows Assessment and Deployment Kit (Windows ADK) installed in the system. ADK is a Microsoft’s proprietary tool and can be obtained from its Download Center for free.
  • click "Download Windows ADK"
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       A genuine Windows installation is required to be able to download this tool.
     Both ADK downloads are suitable for Windows OS newer than Vista / 2008:
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  • during the installation, make sure that Deployment tools and Windows Pre-installation Environment (WindowsPE) checkboxes are selected. Everything else is optional:   
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     There is no option to choose whether to build a 32-bit (BIOS mode) or 64-bit (UEFI mode) WinPE environment. For 64-bit systems, 64-bit WinPE is created, while for 32-bit systems – 32-bit WinPE.
  • click "Browse..." button to select a destination folder and a name of the bootable ISO:
  • click Create Bootable ISO:
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  • it takes several minutes to create the Bootable ISO:
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When the ISO file is ready, burn it to CD/DVD/Blu-ray or create a bootable USB drive and boot the machine with it.
The steps for burning ISO to CD/DVD/Blu-Ray:
  • insert a recordable CD, DVD, or Blu‑ray Disk into your disk burner. Make sure you use media that is compatible with your burner;
  • locate the ISO file. In Windows Explorer, find the disk image file, and then right-click it to select 'Burn Disk Image'';
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  • select your disk burner. If there are more than one disk burner, click on the burner that you want to use;
  • verify the burn (optional).
  • to verify that the image was burned correctly to the disk, select the "Verify Disk" after burning check box.
  • click Burn to burn the disk;

Refer the below links to create bootable USB (various tools are available)

 

Boot new/fixed machine with burned ISO and go through Recovery Wizard

Boot the ISO and when the "Baremetal Backup" menu appears, select Recovery > "Bare Metal Recovery" and follow the recovery wizard steps:

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Note: automatical network configuration is used by default when performing "BareMetal Recovery". In case it is required to perform manual network configuration before the recovery, navigate to "Support&Tools" > "Configure Network"

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After clicking "Bare Metal Recovery", the Recovery Wizard is opened:
  • the system configuration is validated with regards to the possibility of processing the Restore, for example, the below warning on the RAM amount appears but it does not block the recovery: 
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  • specify storage location which may be either local or network (UNC) path: 
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Note: choose directly the folder where BareMetal Backup files are located, not its parent folder:

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In the following case of choosing a parent folder, the error will appear "Path {path} does not contain any storages or invalid network share credentials was provided":

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  • if the storage is chosen correctly, select a storage to attach. One folder may be a target for several BareMetal backups.  The bottom section of the window shows names of the backed up machines, their backup dates and the number of stored backups or restore points (Session count);
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  • choose the storage and click "Next", choose the computer to recover:
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  •  the next step will prompt to choose a recovery point to restore the machine to. It is not possible to distinguish whether the points generated by Full or Full plus Incremental backups. It is recommended to use "Thorough integrity check" option:
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  • choose the way how to utilize target hard drive volumes when restoring the Baremetal backup: 
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      These options are self-explanatory the attention should be paid to the fact that some of them delete the existing data from hard drives.
  • select volumes to restore and the available destinations:
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    In case the destinations do not appear in the automatic mode (no unallocated space available), use "Manually select destination" but note that the existing data will be deleted on it:
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  • review the disk partitioning scheme of the machine that will be applied after the restore operation is finished (no changes were commited to the disk yet):
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  • after clicking "Apply", the Recovery progress starts:
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  • after the recovery process is finished, check the "Recovery details" and click "Finish"
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  • the wizard returns to the main page. Click "Restart" or "Shutdown" buttons to finish the work with the wizard.  From this point, it is possible to boot the recovered operating system from the hard drive (amend boot sequence in BIOS or Startup Configuration to make the system boot from the hard drive firstly);
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Note:  it may happen that the recovered OS remains non-bootable due to compatibility issues and lack of drivers for the hardware. In these cases, "P2P adjust wizard" on the BareMetal Restore disk is used:

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  •    click "Next" and choose the installed OS:
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  • choose either automatic or manual approach to adjust OS (inject drivers):
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  • pay attention to warnings appearing on these steps and click "Yes" after the required operations are done (if manual injection was needed): 
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  • pay attention to the following manual adjustment options: 
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After finishing the P2P Adjust OS Wizard, the Restore application returns to the main page from where the system can be restarted or shut down.
 

How to configure network manually during BareMetal Recovery?

Navigate to "Support&Tools" > "Configure Network"
  • "Network adapters" tab is used to configure parameters of the network adapter
  • "Network drives" tab is used to map a network drive;
  • "Network identification" tab is used to change a Computer Name and Workgroup;
  • "Network utilities" tab helps to check the network connectivity with other hosts using "ping" or "tracert" commands
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