To configure a VMware policy to back up Exchange Server using Replication Director to manage snapshot replication

1. Create a new policy or open the policy you want to configure.
2. In the Policy dialog box, click the Attributes tab.
3. In the Policy type list, select VMware.

   For complete details on how to create a policy for VMware backups, see the NetBackup for VMware Administrator's Guide.

4. In the Policy storage list select the storage lifecycle policy (SLP) that you want to use. This SLP must be configured for snapshot replication.

   For complete details on how to configure Replication Director with VMware backups, see the NetBackup Replication Director Solutions Guide.

5. In the Snapshot Client and Replication Director group, click Use Replication Director.
6. Click the Clients tab.
7. Click Select automatically through query.

   If you encounter problems using a query, on the VMware tab try changing the Primary VM identifier from VM hostname to VMware display name.

8. From the NetBackup host to perform automatic virtual machine selection list, select the host you want to use.
9. Use the Query Builder to create a rule(s) that selects the virtual machine(s) you want to back up.

   For more details on the Query Builder, see the NetBackup for VMware Administrator's Guide.

10. Click the Backup Selections tab.

    This tab displays the query you created on the Clients tab.

11. Click the VMware tab.

    For details on the options in this dialog box, see the NetBackup for VMware Administrator's Guide.

12. Select the Primary VM identifier to use to catalog the backups.
13. Select Enable Exchange Recovery.

    This option enables recovery of the Exchange databases or mailbox messages from the virtual machine backups. If this option is disabled, you can recover the entire virtual machine from the backup, but you cannot recover the databases or mailbox messages individually.

14. If you want to truncate logs, do not enable Truncate logs at this time. You must first perform a full backup without log truncation, described later in this procedure.
15. Click OK to save the policy.

    If you do not want to truncate transaction logs, no further action is necessary.

    If you want to truncate transaction logs, continue with step 16.

16. Perform a full backup without log truncation.

    Without this initial full backup, the ASC job fails.

17. When the backup completes, open the policy that you created in step 1.
18. Click the VMware tab.
19. Under Enable Exchange Recovery, select Truncate logs.

    This option truncates the transaction logs when the VMware snapshot of the virtual machine is complete.

20. Click OK to save the policy.
21. Perform a full VMware backup.