Kaseya Unitrends Recovery Series User manual

Quick Start Guide for Recovery Series
Appliances
Release 10.4.8 | Document version 1.10012020

Copyright
Copyright © 2020 Unitrends Incorporated. All rights reserved.
Content in this publication is copyright material and may not be copied or duplicated in any form without prior written permission
from Unitrends, Inc (“Unitrends”). This information is subject to change without notice and does not represent a commitment on
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The software described in this publication is furnished under a license agreement or nondisclosure agreement. The software may
be used or copied only in accordance with the terms of the license agreement. See the End User License Agreement before using
the software.
The software described contains certain open source components that are copyrighted. For open source licenses, see the
UnitrendsOpen Source Compliance section of the product Administrator Guide.
Because of the nature of this material, numerous hardware and software products are mentioned by name. In most, if not all,
cases these product names are claimed as trademarks by the companies that manufacture the products. It is not our intent to
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NORTH TOWER, 2ND FLOOR, BURLINGTON, MASSACHUSETTS 01803.
Unitrends, Inc
200 Wheeler Road
North Tower, 2nd Floor
Burlington, MA 01803, USA
Phone: 1.866.359.5411
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Contents
Quick Start Guide for Recovery Series Appliances 4
Preparing to configure your Recovery Series appliance 4
Inspect the appliance 4
Network requirements 4
Ethernet ports 5
Setting up your Recovery Series appliance 5
Step 1: Set up the appliance on the network 6
Step 2: (Recommended) Configure a network port for iDRAC 10
Step 3: Configure the appliance console password 12
Step 4: Set up the appliance using the Quick Setup Wizard 13
Additional details 16
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Quick Start Guide for Recovery Series
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The following instructions detail how to configure your Recovery Series appliance, as well as how to prepare it to protect
your data.
Preparing to configure your Recovery Series 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 +44 (0)808 101 7687
Unitrends Support Germany +49 (0)080 0723 8445
Network requirements
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 KB
360013261398 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.
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.
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•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:
•Primary Ethernet port (required) – Connect one cable to the primary Ethernet port. The primary Ethernet port is
configured with DHCP by default. 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:
•Appliance models 9032S, 9040S, 9060S, 9080S, 9100S, and 9120S:
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 "
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•"Step 3: Configure the appliance console password"
•"Step 4: Set up the appliance using the Quick Setup Wizard"
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
IMPORTANT! Ensure that you reviewed the "Network requirements" before proceeding.
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: Configure the appliance console password"
To set up the appliance with a static IP address
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.
1When the appliance is powered on, you see a list of menu choices in the Unitrends Backup Console Interface. On the
Console Interface screen, enter 2in the Please enter choice field.
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2On the Initial System Setup Menu screen, enter 1in the Please enter choice field.
3Enter a number in the Select a network adapter field. For example, enter 0to select em1.
4Enter 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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5To 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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6To exit network setup, enter 6.
7Proceed to one of the following:
•"Step 2: (Recommended) Configure a network port for iDRAC "
•"Step 3: Configure the appliance console password"
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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: Configure the appliance console password".
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Step 3: Configure the appliance console password
IMPORTANT! All appliances are deployed with these default operating systems credentials: user root, password
unitrends1. For appliance security, you must use this procedure to change this password.
1On the Console Interface screen, enter 1in the Please Configure Console Access Password... field.
2To 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 4: Set up the appliance using the Quick Setup Wizard" on page
13.)
•The password cannot contain the word Unitrend (case insensitive).
3You have finished configuring network settings. You can complete the setup remotely from any workstation or
server on the network by accessing the appliance at https://<appliance IP address>. You can find the IP address at
the bottom of the Unitrends Backup Console Interface screen. Proceed to "Step 4: Set up the appliance using the
Quick Setup Wizard".
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Step 4: 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 UIPassword for the appliance. Confirm the UI password 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.
•Because 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.
•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,
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, 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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