Step 1

Disable circular logging for all databases.

Step 2

Review the configuration and the licensing requirements for snapshot backups.

See Snapshot Client configuration and licensing requirements for Exchange snapshot backups.

Step 3

Review the installation requirements for Instant Recovery backups.

See Requirements for Exchange Instant Recovery backups.

Step 4

Review the general configuration requirements for snapshot operations.

See Configuration requirements and recommendations for the Exchange Server when performing snapshot operations.

See About Storage Foundations for Windows (SFW) and Exchange Instant Recovery.

See About Exchange Instant Recovery with the Microsoft VSS Provider.

Step 5

Review the configuration requirements for Exchange Server for Instant Recovery operations.

See About configuration requirements for the Exchange Server when you use Instant Recovery.

Step 6

Choose which transaction logs to back up.

See About backing up all or only uncommitted Exchange transaction log files with snapshot backups.

Step 7

Review the backup policy recommendations for Instant Recovery backups.

See Policy recommendations for Exchange Instant Recovery.

Step 8

Configure an MS-Exchange-Server policy that has the Instant Recovery attribute selected and the Snapshot Client options that you want.

See Configuring an Exchange snapshot policy with Instant Recovery.

Step 9

Configure one snapshot volume for each backup image that you need to retain on disk.