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Steps for implementing VMware instant recovery

For best results, it is recommended that you plan your strategy for disaster recovery before a client fails. This section provides a high-level overview of the steps you must complete to implement VMware instant recovery. It identifies steps to complete before and after a client fails.

To use VMware instant recovery, you must protect your virtual machines with VMware backups. For Windows clients protected with agent-based backups, 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 client fails

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

Perform the following after a client fails

Step 7: Perform the instant recovery process. See Performing VMware instant recovery.