To configure a policy for Instant Recovery

1. For SQL Server legacy policies, create a backup script using the NetBackup MS SQL Client interface.
2. Open the policy you want to configure.
3. Click the Attributes tab.
4. From the Policy type list, select MS-SQL-Server.
5. Select the Policy storage.

   If you select an Instant Recovery option on the Schedules tab (see step 10), the storage unit is not used. NetBackup creates only a disk snapshot.

   If database differentials, filegroup differentials, or transaction logs are included in the policy, then NetBackup performs a stream-based backup. This backup uses the selected storage unit. If a storage unit is not provided, then NetBackup uses the default storage unit for the server.

6. Click Perform snapshot backups.
7. Choose to have NetBackup select the snapshot method or select the snapshot method manually.

   Perform one of the following:

   • By default, NetBackup chooses a snapshot method for you. If you have changed this setting and want NetBackup to choose the method automatically, click Snapshot Client Options. In the Snapshot Client Options dialog box, from the Snapshot method list, choose auto.

   • To use a specific snapshot method, click Snapshot Client Options. In the Snapshot Client Options dialog box, from the Snapshot method list, choose the method you want to use for this policy.

   See the NetBackup Snapshot Client Administrator's Guide for details on how to select the snapshot method and automatic snapshot selection.

8. Select Retain snapshots for Instant Recovery.

   NetBackup retains the snapshot on disk, so that Instant Recovery can be performed from the snapshot.

   A normal backup to storage is also performed, if you do not choose to create a snapshot only (see step 10).

9. On the Instances and Databases tab, choose how you want to protect SQL Server:

   • (SQL Server Intelligent Policy) Choose Protect Instances or Protect instance groups.

     If you choose the instances option, you can select either individual instances or databases.

     See Adding instance groups to a backup policy.

   • (SQL Server legacy policies) Choose Clients for use with batch files.

10. To configure schedules, click the Schedules tab.

    • (SQL Server Intelligent Policies) Configure a full backup schedule.

    • (Legacy policies) Follow the instructions to configure an Application and a full backup schedule.

11. (Optional) To create a disk image only, open the Full Backup schedule (Intelligent Policies) or the Application schedule (legacy policies) and select an Instant Recovery option.

    Select one of the following options:

    • If Snapshots and copy snapshots to a storage unit is selected, NetBackup creates a disk snapshot. NetBackup also backs up the client's data to the storage unit that is specified for the policy.

    • If Snapshots only is selected, the image is not backed up to tape or to other storage. NetBackup creates a disk snapshot only. Note that this disk snapshot is not considered a replacement for traditional backup.

12. (SQL Server Intelligent Policy) Add other policy information as follows:

    • (Optional) Select specific filegroups or files that you want to back up. By default, NetBackup backs up an entire database.

    • (Optional) Make changes to any tuning parameters.

      See About tuning parameters for SQL Server backups.

13. (SQL Server legacy policies) Add other policy information as follows:

    • Add clients.

    • Add batch files to the backup selections list.

14. Click OK to save the policy.