The Acronis Install Review Checklist can answer quick questions.
Note: This checklist is for installing the AMS at your customer’s site and configuring it, deploying agents, and configuring backup plans.
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Management Server Installation
□ On the installer, check the following boxes: Centrally monitor and configure the backing up of physical and virtual machines, Store the backups of other machines on this machine, and Connect to remote machines.
□ For local backups, we recommend not using deduplication locally unless you have extremely fast disks and a minimum of 32GB of RAM available to dedicate to Acronis.
□ If you do choose to setup deduplication locally, please ensure that the dedup indexing database is on a separate volume.
License Provisioning and Installation
□ Ensure that you provision add-on keys for Exchange, AD, SQL, and SharePoint as needed.
Agent Installation and Configuration
□ On the installer, check the following box: Backup this machine’s data.
□ Configure notifications in the AMS both locally at your customer’s site and on the remote AMS in the eFolder Cloud.
□ Under Options, Default backup options, select E-mail notifications.
□ Specify the things for which you want to be notified and enter in your SMTP information.
□ Note: Backup Plans should be setup by connecting to the local AMS—not the agent itself.
□ Recommended: Create a custom backup plan with incrementals throughout the day, a differential once a week, and a new full backup once a month.
□ Ensure that you enable chain cleanup by deleting images older than a set period of time.
□ IMPORTANT: You must create a separate Exchange Information Store backup to execute granular recoveries from Exchange.
□ Create a remote backup plan or seed drive backup plan if you need to seed the data to eFolder using a drive; after the seed drive has reached the datacenter, convert the seed backup plan to a remote backup plan.
□ Recommended: Create a custom backup plan with incrementals once a day, differentials once a week, and a new full backup once a month (because of deduplication, the full backup will not be transferred in full).
□ IMPORTANT: Please pick a random arbitrary date for your full images to ensure that all your customers do not send full backups to the data center at the same time.
□ IMPORTANT: Do not set retention to less than 60 days.
□ Note: We do not support granular Exchange recoveries in our cloud. Do not setup Information Store backups to the cloud. In the event of a disaster, Exchange will work in a virtual export with the standard image-based backups.
Create Bootable Media:
□ Select the Bootable Media Builder under the Tools menu.
□ Select a media type of Windows PE; you will likely have to download the Windows AIK (~3GB).
□ Select ISO as the media type.