When you create a protection group, you select a snapshot frequency, decide if you want to quiesce VMs before taking snapshots, define group membership (VMs) using dynamic queries, set the snapshot schedule, and configure the snapshot retention policy.

When you save the protection group, it begins taking snapshots of group members according to its snapshot schedule, with each snapshot replicating to a cloud file system. You can then use snapshots in recovery plans for disaster recovery, test recovery, and ransomware operations.

A protection group only supports one snapshot type: standard-frequency OR high-frequency. You cannot mix snapshot frequency types in a protection group. Once a VM has a high-frequency snapshot taken of it, all subsequent snapshots for that VM are high-frequency, even if the protection group is configured to standard-frequency.
Note: Do not configure a protection group for any VMs that reside on a shared disk in a shared disk cluster.

For more information, see Configure Protection Groups.

Before you can create a protection group, you must first:

Procedure

  1. From the left navigation, select Protection groups.
  2. From the upper-right, click the Create protection group button.
  3. On the first page under Protection group name, enter a name for the protection group.
  4. Next, select a protected site and a vCenter instance you want to take snapshots from.
  5. After you select a protected site and vCenter, the protection group automatically checks the protected site for compatibility with the high-frequency snapshot feature. The compatibility check has three possible outcomes:
    • If the protected site vCenter and hosts are compatible, then the Use high-frequency snapshots option is selected and you can start defining protection group membership (step 6).
    • If the protected site vCenter and hosts are not compatible, then this protection group cannot take high-frequency snapshots. In this case, you can leave the Use high-frequency snapshot option deselected. Or, you can upgrade the vCenter Server and ESXi hosts on the protected site.
    • If the protected site you select is "mixed," it means some hosts are compatible with high-frequency snapshots and some are not. In this case, you can run a host compatibility check to find hosts and VMs that are not compatible.
  6. To use quiesced snapshots, deselect the High-frequency snapshots option and then select the Quiesce option. If you are not sure if your protected site VMs are compatible, you can run a quiesce compatibility check.
  7. Next, define the dynamic membership of the protection group using VM name patterns, tags and/or VM folders in a vCenter query. The protection groups will contain all VMs that match the queries.
  8. Under Group membership, click the VM name pattern, Tags, or Folder buttons.
  9. For a VM name pattern query, enter a VM name pattern that is evaluated before a snapshot is taken. You can also enter a name pattern in the query in the Excluding text box for exclusion. (If there is already one vCenter query, then from the Add vCenter query drop-down menu select VM name pattern.)
  10. For a folder query, click the Select folders button. In the vCenter folders dialog box, search the list of folders in your vCenter and click one to add it. (If there is already one vCenter query, then use the Add vCenter query drop-down menu and select Folders.) Folder selection does not include sub folders, so you must select subfolders specifically. 
    Note: Protection groups do not support folder-based snapshots for VMs that are a part of vApp.
  11. For a tag query, click the Tags button. In the vSphere tags dialog box, select tags to define protection group membership. Any VMs with selected tags are included in the protection group snapshots. Click OK when you finish.
  12. Click Preview VMs to see VMs that match the queries.
  13. Click Next.
  14. To set the snapshot schedule, click New Schedule.
  15. On the Schedule page, edit the snapshot schedule. A protection group can have a maximum of 10 schedules associated with it. Select snapshot frequency based on the following intervals:
    • Standard-frequency snapshots allow you to set snapshots schedules every hour, 4, 6, 8, or 12 hours, daily, weekly, or monthly.
    • With high-frequency snapshots, you can set snapshots schedules every 30 minutes, every hour, 2, 4, 8, and 12 hours, and daily, weekly, or monthly.
    Note: Protection group snapshots can exhibit errors if your environment is running other VM backup software that runs at the same time as the VMware Cloud DR snapshot schedule. If a VM is currently being backed up by VMware Cloud DR by a protection group snapshot, and the same VM is also being backed up by other software that uses vSphere Storage APIs for Data Protection (VADP), the snapshot is still taken, but that VM is not included in the snapshot.
  16. Next, set the snapshot retention for this protection group. You can select any number and then select the duration (hours, days, weeks, months, years).
    For effective ransomware recovery, create a snapshot retention schedule that is at least 60 days. A 60 day retention schedule might result in higher storage capacity consumption, which is charged as described on the VMware Cloud DR pricing page.
  17. Optionally, you can add a custom name for the snapshot schedule. Click once in the default schedule name field above the schedule, type a custom a name, and then press Enter on your keyboard.
  18. When you have finished adding snapshot scheduled and retention, click Finish. When the protection group appears in the Protection groups list, you can add it to a DR Plan for testing and execution.

What to do next

After you create a protection group, you can now check the protection group's health status and make sure the replication schedule is active.