Kaseya Unitrends Recovery Series User manual

Quick Start Guide for Recovery Series and MAXS
Appliances
Release 10.6.4 | Document version 1.06022022

Copyright
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Phone: [phone]
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Contents
Quick Start Guide for Recovery Series and Recovery MAXS Appliances 4
Preparing to configure your appliance 4
Inspect the appliance 4
Network requirements 4
Ethernet ports 5
Power button and USB ports 6
Setting up your Recovery Series appliance 6
Step 1: Set up the appliance on the network 7
Step 2: (Recommended) Configure a network port for iDRAC 12
Step 3: Set up the appliance using the Quick Setup Wizard 14
Additional details 17
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Quick Start Guide for Recovery Series and
Recovery MAXS Appliances
The following instructions detail how to configure your appliance, as well as how to prepare it to protect your data.
Preparing to configure your appliance
First, decide on a location for your appliance. Preferably, a clean, dry area containing power supply and networking
capability. For detailed requirements, see the Site Preparation Guide for Recovery Series Appliances.
Inspect the appliance
After unpacking the appliance, check for physical damage that may have occurred during shipping. To report shipping
damage or missing items, please contact Support at one of the following numbers:
Location Number
Unitrends Support North America +1.888.374.6124
Unitrends International +1.855.593.2861
Unitrends Support UK [phone]
Unitrends Support Germany [phone]
Network requirements
There are several addresses you should permit for all deployments. All of these ports are outgoing connections from
the Unitrends Appliance. We do not require incoming NAT of ports or exposing the unit to a public IP, only outgoing
communication from a local source Unitrends appliance is needed.
IMPORTANT! Never expose the appliance Web UI or SSH connections to open external ports. Doing so may void
your support agreement until the appliance can be secured properly. Never deploy the Unitrends
appliance on a public IP. All incoming ports to a Unitrends appliance must be firewall protected.
Privately operated hot backup copy targets should be deployed in such a way as to secure the VPN
connection to only trusted source external IPs.
If DHCP is available in your environment, review these DHCP requirements and considerations before proceeding:
•If your environment goes offline for an extended period of time, your appliance may be assigned a new IP address
from the DHCP server. This may cause a temporary loss of backup and recovery functionality. If this occurs, see
How to resolve recovery issues related to appliance IP address changes for instructions on how to proceed.
•DHCP cannot be a configured for more than one network adapter at any given time.
•A Unitrends appliance intended for use as a backup copy target must be assigned a static IP address.
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If DHCP is not available in your environment, or if you intend to use this appliance as a backup copy target, the
following information is required for network configuration:
•An IP address to assign to the appliance.
•The netmask value for your organization.
•A gateway IP address.
•An IP address for networked DNS servers.
•A network domain name.
Note: You can obtain the above information from your network administrator.
Ethernet ports
Ethernet ports are located on the back of the appliance. Connect Ethernet cables to these ports prior to powering on
the appliance:
•Ethernet port (required) – Connect one cable to an Ethernet port. The primary Ethernet port is configured with
DHCP by default. To use DHCP, you must connect to the primary port. See the images below to locate the primary
Ethernet port on your appliance (outlined in green).
•iDRAC port (recommended) – Connect one cable to the iDRAC port. For increased security, we recommend that
you keep the iDRAC connection inaccessible to the WAN. See the images below to locate the iDRAC Ethernet port
on your appliance (outlined in red).
•Appliance models 9002, 9004, 9006, 9008, 9010, and 9012:
•Appliance models 9016S, 9020S, and 9024S:
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•Appliance models 9032S, 9040S, 9060S, 9080S, 9100S, and 9120S:
•Appliance models MAX9S-232, MAX9S-264, MAX9S-432, MAX9S-464, MAX9S-832, and MAX9S-864:
Power button and USB ports
The right control panel contains the following:
Setting up your Recovery Series appliance
Use the following procedures to set up your appliance. These procedures assume you have attached a monitor,
keyboard, and mouse to the appliance.
•"Step 1: Set up the appliance on the network".
•"Step 2: (Recommended) Configure a network port for iDRAC "
•"Step 3: Set up the appliance using the Quick Setup Wizard"
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Step 1: Set up the appliance on the network
Your appliance ships with the required software already installed. In addition, the appliance is already registered with
the correct license. You do not need to install anything on the appliance. To get started, simply power on the appliance
and configure its network settings. Once you have configured network settings, you can perform all administration
tasks from any workstation by connecting to the appliance User Interface (UI). Depending on the capabilities of your
environment, choose one of the following procedures:
•"To set up the appliance with DHCP "
•"To set up the appliance with a static IP address"
To set up the appliance with DHCP
1Ensure that Ethernet cables are connected to the iDRAC and primary Ethernet ports located on the back of the
appliance. (See "Ethernet ports" for details.)
2Power on the appliance.
•DHCP automatically assigns an IP address to the appliance when you power it on for the first time.
•When the appliance is powered on, you see a list of menu choices in the Unitrends Backup Console Interface.
•Note the appliance IP address. You will need it to connect to the appliance from a workstation or server on
the network.
Note: You can find the appliance IP address at the bottom of the Unitrends Backup Console Interface
screen or by using an IP scanner or looking at the DCHP service in your firewall or router.
3Proceed to one of the following:
•"Step 2: (Recommended) Configure a network port for iDRAC "
•"Step 3: Set up the appliance using the Quick Setup Wizard"
To set up the appliance with a static IP address
1Ensure that Ethernet cables are connected to the iDRAC and primary Ethernet ports located on the back of the
appliance. (See "Ethernet ports" for details.)
2Power on the appliance. When the appliance is powered on, you see a list of menu choices in the Unitrends
Backup Console Interface. You will use the Unitrends Backup Console Interface to configure the appliance
password and network settings.
Notes:
•As you complete each step, you are presented with the next configuration screen.
•You can press Enter to accept the default or current setting.
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3To change the direct console password, enter a new password, then enter the password again to confirm.
Notes:
•This is the root operating system password that accesses the console. This password does not access the
UI. (You will change the UI password in "Step 3: Set up the appliance using the Quick Setup Wizard" on
page 14.)
•The password cannot contain the word Unitrend (case insensitive).
4On the Console Interface screen, enter 2in the Please enter choice field.
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5On the Initial System Setup Menu screen, enter 1in the Please enter choice field.
6Enter a number in the Select a network adapter field. For example, enter 0to select em1.
7Enter Yto configure the IP address, netmask, and gateway. Follow the prompts to enter each setting. Review your
settings, then enter Yto commit the network configuration changes.
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8To configure DNS settings, enter 2, then enter Yto edit. Enter the Primary DNS IP address, a Secondary DNS IP
(optional), and a DNS Domain. Review the settings and enter Yto save.
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9To exit network setup, enter 6.
10 Proceed to one of the following:
•"Step 2: (Recommended) Configure a network port for iDRAC "
•"Step 3: Set up the appliance using the Quick Setup Wizard"
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Step 2: (Recommended) Configure a network port for iDRAC
Configuring a network port for iDRAC ensures timely warranty support and enables Unitrends Support to perform
additional troubleshooting procedures. Unitrends recommends that you set up iDRAC on a port that is inaccessible to
the WAN.
You will configure settings by using the Unitrends Backup Console Interface.
Notes:
•As you complete each step, you are presented with the next configuration screen.
•You can press Enter to accept the default or current setting.
1On the Console Interface screen, enter 2in the Please enter choice field.
2On the Initial System Setup Menu screen, enter 3in the Please enter choice field, then enter Yto edit.
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3Enter the iDRAC IP address,iDRAC Netmask,iDRAC Gateway, and an iDRAC Admin Password. Review the
settings and enter Yto save.
4To exit network setup, enter 6.
5Proceed to "Step 3: Set up the appliance using the Quick Setup Wizard".
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Step 3: Set up the appliance using the Quick Setup Wizard
To start the setup process, you will log in to the appliance UI from any machine on the same network by opening a
browser and entering the appliance’s IP address followed by /ui/. The Quick Setup Wizard launches when you access
the UI for the first time.
To set up the appliance
1Open a browser and connect to your appliance by entering: https://<applianceIP>/ui. For example:
https://10.10.10.1/ui.
2Click Accept to accept the license agreement.
3Set the appliance date and time by doing one of the following, then click Next:
•Select a Timezone. If needed, modify the appliance Date and Time.
OR
•Check the Use an NTP Server box to sync to an NTP server. (Optional) Enter your preferred NTP server
address.
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4Enter a Host Name, a Domain, and a new UIPassword for the appliance. If you configured the network by using
DHCP, enter a new OS Password. Confirm the password(s) by entering it again in the field to the right. Click Next.
Notes:
•The hostname can contain only alphanumeric characters, dashes, and underscores.
•The appliance has a UI root user and an OS root user. These are separate accounts. Changing the
password of one root user account does NOT change the password of the other root user account. The UI
root user is used to log in to the appliance UI. The OS root user is used to log in to the appliance console or
for command line access.
•If you have already set the OS password, these fields are disabled in the Quick Setup Wizard.
•Passwords cannot contain the word Unitrend (case insensitive).
•All appliances are deployed with these default UI credentials: user root, password unitrends1. For
appliance security, you must change this password in the Quick Setup Wizard. For increased security,
ensure that the UI password you enter is different than the operating system password.
•After you finish the deployment procedures in this guide, you can set up additional UI users for the
appliance at any time. For details, see Users and roles in the Administrator Guide for Recovery Series,
Recovery MAX, ION/ION+, and Unitrends Backup,Appliance settings topic.
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5(Optional) To enable email from the appliance, check Enable email reporting and enter the following:
•The fully qualified domain name of the SMTP server.
•(If needed) If the SMTP server requires authentication, select Authentication required and enter a
Username and Password.
•Click + Add Recipients to add a an email recipient. Enter an email address in the Recipient field and select
one or more of the System,Jobs, and Failures options to specify which reports the appliance will send to the
recipient. Repeat as needed to add more recipients.
6Click Finish.
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When the dialog completes, a short tour begins to help you get started.
Additional details
Reference the Administrator Guide for Recovery Series, Recovery MAX, ION/ION+, and Unitrends Backup on the
Unitrends website.
IMPORTANT! Record the appliance asset tag, which is a 10-11 digit string on the appliance. To see the string,
select ? > About in the UI. When you contact support, you may need this information.
Appliance Asset Tag: _____________________________
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