Step 1

Review the configuration and the licensing requirements for snapshot backups.

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

Step 2

Additional configuration is required if you want to restore mailbox items from a database backup (using Granular Recovery Technology or GRT).

See Configuring an Exchange backup that uses Granular Recovery Technology (GRT) (non-VMware backups).

Step 3

If you want to perform off-host backups, review the installation requirements for that type of backup.

See Requirements for Exchange off-host 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 Limitations of Exchange snapshot operations.

Step 5

Review the configuration requirements for Exchange Server.

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

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

Configure consistency checks.

See Consistency checks on Exchange snapshot backups.

See About consistency checks options for an Exchange backup.

Step 8

Configure an MS-Exchange-Server policy that has the applicable snapshot attributes selected.

See Configuring a snapshot policy for Exchange Server.

Step 9

For a Database Availability Group (DAG), choose whether to back up the passive or the active copy. You can also define a preferred server list from which to back up the passive copy.

See Backup source for a Database Availability (DAG) backup .

See Configuring a preferred server list for a Database Availability Group (DAG).

Step 10

Configure the snapshot volume that you want to use during the backup process.

Step 11

Disable circular logging for all databases.