Kaseya UNITRENDS User manual

Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | Document Version 1.08102021

Copyright
Copyright © 2021 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
the part of Unitrends.
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
claim these names or trademarks as our own.
The following applies to U.S. Government End Users: The Software and Documentation are “Commercial Items,” as that term is
defined at 48 C.F.R.2.101, consisting of “Commercial Computer Software” and “Commercial Computer Software Documentation,”
as such terms are used in 48 C.F.R.12.212 or 48 C.F.R.227.7202, as applicable. Consistent with 48 C.F.R.12.212 or 48
C.F.R.227.7202‐1 through 227.7202‐4, as applicable, the Commercial Computer Software and Commercial Computer Software
Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights as
are granted to all other end users pursuant to the terms and conditions herein. Unpublished‐rights reserved under the copyright
laws of the United States. Unitrends agrees to comply with all applicable equal opportunity laws including, if appropriate, the
provisions of Executive Order 11246, as amended, Section 402 of the Vietnam Era Veterans Readjustment Assistance Act of 1974
(38 USC 4212), and Section 503 of the Rehabilitation Act of 1973, as amended, and the regulations at 41 CFR Parts 60‐1 through
60‐60, 60‐250, and 60‐741. The affirmative action clause and regulations contained in the preceding sentence shall be
incorporated by reference.
The following applies to all contracts and subcontracts governed by the Rights in Technical Data and Computer Software Clause of
the United States Department of Defense Federal Acquisition Regulations Supplement:
RESTRICTED RIGHTS LEGEND: USE, DUPLICATION OR DISCLOSURE BY THE UNITED STATES GOVERNMENT IS SUBJECT TO
RESTRICTIONS AS SET FORTH IN SUBDIVISION (C)(1)(II) OF THE RIGHTS AND TECHNICAL DATA AND COMPUTER SOFTWARE
CLAUSE AT DFAR 252‐227‐7013. UNITRENDS CORPORATION IS THE CONTRACTOR AND IS LOCATED AT 200 WHEELER ROAD,
NORTH TOWER, 2ND FLOOR, BURLINGTON, MASSACHUSETTS 01803.
Unitrends, Inc
200 Wheeler Road
North Tower, 2nd Floor
Burlington, MA 01803, USA
Phone: [phone]
2 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

Contents
Quick Start Guide for Unitrends MSP Recovery MAX Appliances 4
Preparing to configure your Recovery MAX appliance 4
Appliance network requirements 4
Requirements and considerations for DHCP 7
Inspect the appliance 7
Setting up your Recovery MAX appliance 7
Step 1: Set up the appliance on the network 7
Step 2: Set up the appliance using the Quick Setup Wizard 13
Additional details 16
3
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
The following instructions detail how to configure your Recovery Max appliance, as well as how to prepare it to protect
your data.
Preparing to configure your Recovery MAX 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 Unitrends MSP Recovery MAX appliances.
Next, review the "Appliance network requirements" and determine whether you will configure appliance network settings
by using DHCP or manually.
Appliance network requirements
There are several addresses you should permit for all deployments (described in "Additional ports" below). 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
Additional ports
Additional ports must be open if there is a firewall between your appliance and its protected assets, for connectivity to
the Internet, and for connectivity to any hot backup copy target. See the following for details:
•"Connectivity between the appliance and its protected assets"
•"Connectivity between the appliance and the Internet"
•"Connectivity between the appliance and a hot backup copy target"
4 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

Connectivity between the appliance and its protected assets
Task Port, Protocol, and
Rule
Hostname and IP
Address Notes
Protect assets
that are
separated from
the appliance
by a firewall.
1743:
•TCP
•Outbound from
appliance
•Inbound from
protected asset
1745:
•TCP
•Outbound from
protected asset
•Inbound from
appliance
Appliance hostname
and IP
Asset hostname and IP
If a firewall exists between the appliance and
the assets (machines) you wish to protect, open
these ports to enable communication and data
transfer between the appliance and assets.
You must also enter 1745 in the appliance
master ini file.
To do this:
1In the appliance UI, select Configure >
Appliances > Edit > Advanced > General
Configuration.
2In the Configuration Options Section, select
data in the Name column.
3In the Edit Settings dialog, enter 1745 in
the Value field and click Save.
Windows
assets
protected with
image-level
backups
443:
•TCP
•Inbound from
protected asset
Appliance hostname
and IP
Asset hostname and IP
Connectivity between the appliance and the Internet
Task Port, Protocol, and
Rule Hostname and IP Address Notes
Product
Updates
20 and 21:
•FTP
•Outbound
80:
•HTTP
•Outbound
repo.unitrends.com
ftp.unitrends.com
•repo.unitrends.com is used by
the Unitrends appliance to
perform software updates.
•ftp.unitrends.com is used by
Support to install patches and
updates.
5
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

Task Port, Protocol, and
Rule Hostname and IP Address Notes
Remote
Support
443:
•HTTPS
•Outbound
support-itivity.unitrends.com
74.202.224.68
Used for opening a remote tunnel to
the Unitrends support team.
Proactive
Monitoring
161 and 162:
•TCP and UDP
•Outbound
notifications.unitrends.com
104.130.228.89
Used for SNMP trap collection for all
proactive monitoring.
Connectivity between the appliance and a hot backup copy target
Task Port, Protocol, and Rule Hostname and IP
Address Notes
Backup copy to
the Unitrends
Cloud or your
Unitrends target
appliance.
The OpenVPN port provided by Unitrends
Or
The port number you have configured for the
secure tunnel connection to the backup copy
target appliance.
•TCP and UDP
•Outbound
443:
•TCP
•Outbound
Target appliance
hostname and IP
For Unitrends Cloud,
the public-facing IP
address provided by
Unitrends.
Used for copying data to
the Unitrends Cloud or
your Unitrends target
appliance.
If DHCP is available in your environment, review the "Requirements and considerations for DHCP" before proceeding.
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.
6 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

Note: You can obtain the above information from your network administrator.
Requirements and considerations for DHCP
•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.
•The eno1 adapter is, by default, configured for DHCP.
•DHCP cannot be a configured for more than one network adapter at any given time.
•A network adapter configured for DHCP cannot be managed via the appliance user interface (UI) described in the
Administrator Guide for Recovery Series, Recovery MAX, and Unitrends Backup unless you intend to assign it a
static IP address.
•Unitrends appliances intended for use as backup copy targets must be assigned static IP addresses.
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 [e-mail] or 1-866-881-4766.
Setting up your Recovery MAX appliance
There are two basic steps to setting up your appliance:
•"Step 1: Set up the appliance on the network".
•"Step 2: Set up the appliance using the Quick Setup Wizard" on page 13
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 right from the console. 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 " on page 9
To set up the appliance with DHCP
CAUTION! Ensure that you reviewed the "Requirements and considerations for DHCP" on page 7 before proceeding.
1Attach a monitor, keyboard, and mouse to the appliance.
2Connect your network cable to the eno1 adapter located on the front of the appliance:
7
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

3Power 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.
Notes:
•As you complete each step in the Unitrends Backup Console Interface, you are presented with the next
configuration screen.
•You can press Enter to accept the default or current setting.
4On the Console Interface screen, enter 1in the Please Configure Console Access Password... field.
5To 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 2: Set up the appliance using the Quick Setup Wizard" on page
13.)
•All appliances are deployed with these default operating systems credentials: user root, password
unitrends1. For appliance security, you must change this password.
8 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

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 2: Set up the appliance using the Quick Setup Wizard".
To set up the appliance with a static IP address
1Attach a monitor, keyboard, and mouse to the appliance.
2Connect your network cable to one of the four ports located on the front of the appliance and note your chosen
adapter. (See the image below.)
3Power on the appliance.
When the appliance is powered on, you see a list of menu choices in the Unitrends Backup Console Interface.
Notes:
•As you complete each step in the Unitrends Backup Console Interface, you are presented with the next
configuration screen.
•You can press Enter to accept the default or current setting.
4On the Console Interface screen, enter 1in the Please Configure Console Access Password... field.
9
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

5To 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 2: Set up the appliance using the Quick Setup Wizard" on page
13.)
•All appliances are deployed with these default operating systems credentials: user root, password
unitrends1. For appliance security, you must change this password.
6On the Console Interface screen, enter 2in the Please enter choice field.
10 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

7On the Initial System Setup Menu screen, enter 1in the Please enter choice field.
8Enter a number in the Select a network adapter field. For example, enter 0to select eno1.
Note: On some appliances, the first Ethernet port (eno1) is also configured for IPMI with DHCP. You can use
IPMI for advanced troubleshooting. The default IPMI credentials are user ADMIN and password ADMIN.
Change this password for security reasons. See the KB 360013151657 for details.
9Enter 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.
11
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

10 To 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.
12 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

11 To exit network setup, enter 6.
You 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 2: Set up the appliance using the Quick Setup Wizard".
Step 2: 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
13
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

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.
14 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances

4Enter a Host Name, a Domain, and a new UIPassword 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. For increased security, ensure that the
OS password you enter is different than the UI user password you entered in Step 1: .
•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.
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.
15
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances
Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021

6Click Finish.
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: _____________________________
16 Quick Start Guide for Unitrends MSP
Recovery MAX Appliances
Release 10.5.5 | August 2021
Quick Start Guide for Unitrends MSP Recovery MAX
Appliances