To configure a snapshot policy with Instant Recovery for Exchange Server

1. Open the NetBackup web UI.
2. Create a new policy.
3. Click the Attributes tab.
4. In the Policy type list, select MS-Exchange-Server.
5. Select the Policy storage.
6. Click Perform snapshot backups.
7. Click Retain snapshots for Instant Recovery or SLP management.

   NetBackup retains the snapshot on disk, so that Instant Recovery can be performed from the snapshot. A normal backup to storage is also performed when the backup schedule specifies Snapshot and copy to storage unit.

8. Click Snapshot options.
9. In the Snapshot method for this policy list click VSS.
10. Adjust the configuration parameters.

11. Click Save.
12. Optional: If you selected that you want to divide backups into multiple jobs and you selected Snapshot and copy to storage unit, click Allow multiple data streams.

13. (Optional) To perform off-host Instant Recovery backups do the following:

    • Click Perform off-host backup.

    • In the Use box, select Alternate client.

    • In the Machine box, type the name of the alternate client.

    If you use the SFW VSS provider, review the additional installation requirements and configuration that exist.

14. Add other policy information as follows:

    • Add clients to the policy.

    • Add backup selections to the policy.

15. After you add all the clients, schedules, and backup selections you need, click Save.