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Steps for implementing Hyper-V instant recovery

Instant recovery for Hyper-V can be performed before or after your virtual machine fails, as long as there is a valid recovery point for the virtual machine on your Unitrends appliance. For best results, it is recommended that you plan your strategy for instant recovery before a virtual machine fails. This section provides an overview of the steps you must complete before and after a failure to implement Hyper-V instant recovery.

To use Hyper-V instant recovery, you must protect your virtual machines with Hyper-V backups. For Windows clients protected at the guest-OS level, you can use Windows instant recovery as a temporary solution (see Windows Instant Recovery) and bare metal recovery as a more permanent solution (see Bare Metal Protection Overview).

Perform the following before a virtual machine fails

Step 1: Review the Prerequisites and considerations for Hyper-V instant recovery.
Step 2: Run Hyper-V backups for the clients you wish to protect with instant recovery. See Executing Hyper-V backups.
Step 3: Allocate storage for instant recovery on your Unitrends appliance. See Allocating storage for Hyper-V instant recovery.
Step 4: Configure port security to no security. See Configuring port security for Hyper-V instant recovery.
Step 5: Verify that you have enough space for the recovery on your Hyper-V server.
Step 6: Perform the audit process to verify that a recovery point can be used to create a new virtual machine. Repeat this step as needed to test new recovery points. For instructions, see Performing the audit process for Hyper-V instant recovery.

Perform the following after a virtual machine fails

Step 7: Perform the instant recovery process. See Performing Hyper-V instant recovery.