Configuring Backups for Azure VMs Using the Custom Configuration Wizard

To give the Commvault Cloud software access to the Azure VMs that you want to back up, you need an Azure application. If you want to create an Azure application manually or if you already have an Azure application that you use for Commvault Cloud, use the custom configuration wizard.

If you want the Commvault Cloud software to create an Azure application for you, use the express configuration wizard.

The custom configuration wizard provides Bash and PowerShell commands for creating the Azure application, and a button to open Azure Cloud Shell for running the commands. (You can also create the Azure application in the Azure portal. For instructions, see Quickstart: Register an application with the Microsoft identity platform.)

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > Virtual machines.

   The Overview page appears.

2. In the upper-right area of the page, click Add Hypervisors.

   The Configure Hypervisor page appears.

3. Select Microsoft Azure.

4. Click Next.

   The Azure configuration overview page of the Configure Microsoft Azure Subscription wizard appears.

5. Click Custom configuration.

6. Click Next.

   The Configure Azure IAM page of the configuration wizard appears.

Configure Azure IAM

The Azure Application page provides Bash and PowerShell commands for creating an Azure application, and a button to open Azure Cloud Shell for running the commands. (For other ways to create an Azure application, see .

Using an Existing Azure Application

If you already have an Azure application that you use for the Commvault Cloud software, do the following:

1. Select Use an existing application.

2. From the Credential list, select an existing Azure credential, and then specify your Azure credentials.

3. To assign roles, do the following:

   1. Move the Assign required roles to the selected application toggle key to the right.

   2. Click Open Azure Cloud Shell.

      Azure Cloud Shell appears.

   3. In Subscription ID, enter your Azure subscription ID.

   4. At the Azure Cloud Shell command prompt, paste and run the commands to assign required roles to the selected application.

4. Click Next.

   The Access Nodes page of the configuration wizard appears.

Using a New Azure Application

If you want to create a new Azure application, do the following:

1. Select Deploy a new application.

2. In the Application name box, enter a name for the Azure application.

   The commands are updated with the value that you enter.

3. In the Subscription ID box, enter your Azure subscription ID.

   The commands are updated with the value that you enter.

4. Under Deploy the application in the selected subscription and get the application details, copy the commands, and then paste them into a text editor.

5. In the text editor, do the following:

   1. To use a custom role, for --role "Contributor", replace Contributor with the name of your custom role.

      The Storage Blob Data Contributor role is required. Don't remove this role from the commands unless you are certain that your custom role includes Storage Blob Data Contributor.

      For more information about custom roles, see Role and Permission Requirements for Protecting Azure Resources.

   2. Copy the commands.

6. Click Open Azure Cloud Shell.

   Azure Cloud Shell appears.

7. At the Azure Cloud Shell command prompt, paste the commands.

   The commands run to create the Azure application, and then the Tenant ID, Application ID, and Application secret for the application are displayed.

8. In the Commvault Cloud configuration wizard, add a new credential.

   Steps to add a new credential

   1. Beside Credential, click the add button .

   The Add credential dialog box appears.

   2. From the Account type list, verify that Cloud Account is selected.

   3. From the Vendor type list, verify that Microsoft Azure is selected.

   4. In Credential name, enter a descriptive name for the credentials.

   5. In Tenant ID, enter the tenant ID for the Azure account.

   6. In Application ID, enter application ID for the tenant.

   7. In Application secret, enter the secret key value that is generated for the application.

   Copy the values for Tenant ID, Application ID, and Application secret from Azure Cloud Shell.

   8. From the Environment list, verify that AzureCloud is selected.

   9. In Description, enter a description of the credentials.

   10. Click Save.

9. Click Next.

   The Access Nodes page of the configuration wizard appears.

Access Nodes

1. From the Region list, select the region that the VMs reside in.

2. Click Next.

   The Add Subscription page of the configuration wizard appears.

Add Subscription

An Azure subscription allows you to create a new Azure hypervisor.

1. In the Name box, enter a name for the hypervisor.

2. In the Subscription ID box, enter your Azure subscription ID.

3. Click Next.

   The Add VM Group page of the configuration wizard appears.

Add VM Group

A VM group is a set of VMs that you want to back up with the same settings.

You can add content to the VM group by using rules that auto-discover content, by selecting specific VMs, and by other ways. When you first create the VM group, you can add a VM that is relatively small, and then later you can update the VM group by adding more content.

1. In Name, enter a descriptive name for the VM group.

2. To create rules that auto-discover and select VMs to back up, do the following:

   1. Click Add, and then select Rules.

      The Add rule dialog box appears.

   2. From the list, select the type of rule to create, and then specify the rule:

      • Browse: Select specific VMs. (Selecting this option changes the Add rule dialog box to the Add content dialog box.)

      • Power state: Select VMs based on whether they are powered on or off.

      • Region: Select VMs based on the region that they reside in.

      • Resource group: Select VMs based on the Azure resource group they are in.

      • Tag name: Select VMs based on the names of tags that are assigned to them. For example, to select VMs that have a tag name of "Department", enter Tag name | Equals | Department.

      • Tag value: Select VMs based on the values of tags that are assigned to them. For example, to select VMs that have a tag value of "Finance", enter Tag value | Equals | Finance.

      • Virtual machine name or pattern: Select VMs based on their names. For example, to select VMs that have a name that includes "east", enter Virtual machine name or pattern | Contains | east.

   3. Click Save.

3. To select VMs in other ways, do the following:

   1. Click Add, and then select Content.

      The Add content dialog box appears.

   2. From the Browse and select VMs list, select one of the following:

      • Tags: Backs up the VMs that contain the tags you select.

      • VMs: Select specific VMs.

      • Resource groups: Backs up the VMs that are in the resource groups you select.

      • Regions: Backs up the VMs that are in the regions you select.

   3. Click Save.

4. To see the VMs that are selected for the VM group, click the Preview button.

5. Click Next.

   The Plan page appears.

Plan

A backup plan specifies the storage to back up the data to and other settings such as recovery point objective (RPO) settings.

1. Select an existing backup plan or create a new backup plan.

   Steps to create a backup plan.

   1. Click the add button .

      The Create backup plan dialog box appears.

   2. In the Plan name box, enter a descriptive name for the backup plan.

   3. From the Storage region list, select the storage region.

      Note

      The option to select a Storage region is part of the Commvault Early Adopter program. The Commvault Early Adopter program was created to engage customer feedback on specific features. Commvault works with select customers to discuss, plan, and help deploy the feature release, and to proactively assist with any issues. If you are interested in becoming part of the Commvault Early Adopter program, please contact us at earlyadopter@commvault.com.

   4. If you have your own storage, move the Bring your own storage toggle key to the right, and then add any of the following storage:

      • Air Gap Protect

      • Cloud

   5. For the backup plan settings, select pre-defined settings or create custom settings:

      • To select pre-defined settings, under Retention rules, select one of the following:

        • Select Standard retention to retain the incremental backups for 1 month.

      • To create custom settings, select Custom plan, and then specify the following:

        • For Retention, specify the amount of time to retain the backup jobs.

        • For Backups run every, specify how often to run backups.

   6. Click Done.

2. Click Next.

   The Summary page of the configuration wizard appears.

Summary

1. Review the summary.

2. Click Finish.