Product Documentation

Last Published:
Product(s): Resiliency Platform (10.3)
  1. Section I. Overview and planning
    1. Introduction to Resiliency Platform
      1.  
        About Veritas Resiliency Platform
      2. About Resiliency Platform features and components
        1.  
          About Resiliency Domain
        2.  
          About Resiliency Manager
        3.  
          About Infrastructure Management Server (IMS)
        4.  
          About Replication Gateways
        5.  
          About Data Gateway
        6.  
          About networking in Resiliency Platform
        7.  
          Resiliency Platform deployment infrastructure
      3.  
        About Resiliency Platform capabilities
      4. Replication in a Resiliency Platform deployment
        1.  
          About Direct mode replication
        2.  
          About Object Storage mode replication
      5. About Veritas Resiliency Platform Data Mover
        1.  
          How Resiliency Platform Data Mover works
        2.  
          Architecture of Resiliency Platform Data Mover
        3.  
          How Veritas Resiliency Platform Data Mover handles virtual machine writes
        4.  
          About replication tunables
        5. About synchronization used by Resiliency Platform Data Mover
          1.  
            About full synchronization of data
          2.  
            About incremental synchronization
      6.  
        About managing VMware Storage vMotion in Resiliency Platform
      7.  
        About managing VMware snapshots in Resiliency Platform
      8.  
        About IPv6 network support in Resiliency Platform
      9.  
        About Continuous Data Protection (CDP)
      10. About Elastic Networking Adapter (ENA) support in Resiliency Platform
        1.  
          Manually installing the ENA drivers
      11.  
        Planning a resiliency domain for efficiency and fault tolerance
      12.  
        On-boarding with Resiliency Platform
      13.  
        About Resiliency Platform APIs
    2. Recovery to cloud data center
      1. Recovering virtual machines to AWS
        1.  
          Recovering VMware virtual machines to AWS
        2.  
          Recovering Hyper-V virtual machines to AWS
        3.  
          Recovering virtual machines from VMware to AWS using NetBackup Image Sharing
        4.  
          Recovering virtual machines from AWS region to AWS region
      2. Recovering virtual machines to Azure
        1.  
          Recovering VMware virtual machines to Azure
        2.  
          Recovering Hyper-V virtual machines to Azure
        3.  
          Recovering virtual machines from Azure / Azure Stack to Azure / Azure Stack
        4.  
          Recovering virtual machines to Azure using NetBackup MSDP-C
      3. Recovering virtual machines to Google Cloud Platform
        1.  
          Recovering VMware virtual machines to Google Cloud Platform
        2.  
          Recovering Hyper-V virtual machines to Google Cloud Platform
      4. Recovering virtual machines to vCloud Director
        1.  
          Recovering VMware virtual machines to vCloud Director
        2.  
          Recovering Hyper-V virtual machines to vCloud Director
        3.  
          Recovering VMware virtual machines to vCloud Director without adding vCenter server
        4.  
          Recovering Hyper-V virtual machines to vCloud Director without adding Hyper-V server
        5.  
          Recovering virtual machines from vCloud Director to vCloud Director
      5. Recovering virtual machines to Orange Recovery Engine
        1.  
          Recovering VMware virtual machines to Orange Recovery Engine
      6. Recovering physical machines using Resiliency Platform
        1.  
          Recovering physical machines to AWS using Resiliency Platform Data Mover
        2.  
          Recovering physical machines to Azure using Resiliency Platform Data Mover
        3.  
          Recovering physical machines to vCloud Director using Resiliency Platform Data Mover
        4.  
          Recovering physical machines to Orange Recovery Engine using Resiliency Platform Data Mover
    3. Recovery to on-premises data center
      1.  
        Recovering InfoScale applications
      2.  
        Recovering Applications using third-party replication technology
      3.  
        Recovering Hyper-V virtual machines using third-party replication technology
      4.  
        Recovering VMware virtual machines using third-party replication technology
      5.  
        Recovering VMware virtual machines from VMware to VMware using NetBackup
      6.  
        Recovering VMware virtual machines to on-premises data center using Resiliency Platform Data Mover
      7.  
        Recovering physical machines to VMware virtual machines on an on-premises data center using Resiliency Platform Data Mover
    4. Deployment checklist
      1. Checklist for recovery of virtual machines to AWS
        1.  
          Checklist for recovery of VMware virtual machines to AWS
        2.  
          Checklist for recovery of physical machines to AWS using Resiliency Platform Data Mover
        3.  
          Checklist for recovery of Hyper-V virtual machines to AWS
        4.  
          Checklist of virtual machines for recovery from AWS to AWS
        5.  
          Checklist for recovery of VMware virtual machines to AWS cloud using NetBackup
      2. Checklist for recovery of virtual machines to Azure
        1.  
          Checklist for recovery of VMware virtual machines to Azure
        2.  
          Checklist for recovery of Hyper-V virtual machines to Azure
        3.  
          Checklist of Azure virtual machines for recovery from Azure to Azure
        4.  
          Checklist for recovery of physical machines to Azure using Resiliency Platform Data Mover
      3. Checklist for recovery of virtual machines to Orange Recovery Engine
        1.  
          Checklist for recovery of VMware virtual machines to Orange Recovery Engine
        2.  
          Checklist for recovery of physical machines to Orange Recovery Engine using Resiliency Platform Data Mover
      4. Checklist for recovery of virtual machines to Google Cloud Platform
        1.  
          Checklist for recovery of VMware virtual machines to Google Cloud Platform
        2.  
          Checklist for recovery of Hyper-V virtual machines to Google Cloud Platform
      5. Checklist for recovery of virtual machines to vCloud Director
        1.  
          Checklist for recovery of VMware virtual machines from on-premises data center to vCloud Director
        2.  
          Checklist for recovery of Hyper-V virtual machines from on-premises data center to vCloud Director
        3.  
          Checklist for recovery of virtual machines from vCloud Director to vCloud Director
        4.  
          Checklist for recovery of physical machines to vCloud Director using Resiliency Platform Data Mover
      6. Checklist for recovery to on-premises data center using Resiliency Platform Data Mover
        1.  
          Checklist for recovery of physical machines to on-premises data center using Resiliency Platform Data Mover
        2.  
          Checklist for recovery of VMware virtual machines to on-premises data center using Resiliency Platform Data Mover
      7. Checklist for recovery of virtual machines using NetBackup
        1.  
          Checklist for recovery of VMware virtual machines using NetBackup
        2.  
          Checklist for recovery of VMware virtual machines to AWS cloud using NetBackup
      8. Checklist for recovery of virtual machines using third-party replication technology
        1.  
          Checklist for recovery of VMware virtual machines to on-premises data center using third-party replication technology
        2.  
          Checklist for recovery of Hyper-V virtual machines to on-premises data center using third-party replication technology
      9. Checklist for recovery of application using third-party replication technology
        1.  
          Checklist for recovery of applications to on-premises data center using third-party replication technology
        2.  
          Checklist for recovery of InfoScale applications
      10.  
        Prerequisites for vCenter server
      11.  
        Prerequisites for ESXi cluster nodes
      12.  
        Support matrix for RDM disk support (VMware)
      13.  
        Support matrix for Pass-through disk and shared disks in Hyper-V
    5. System requirements
      1.  
        System resource requirements for Resiliency Platform
      2.  
        Network and firewall requirements
      3.  
        Ports required for Resiliency Manager
      4.  
        Ports required for IMS
      5.  
        Ports required for recovery of assets using NetBackup
      6.  
        Ports required for hosts
      7.  
        Ports required for recovery of assets to AWS or VMware in Cloud (VMC)
      8.  
        Ports required for recovery of assets to Azure or Azure VMware Solution (AVS)
      9.  
        Ports required for recovery of assets where both (source- target) data centers are cloud
      10.  
        Ports required for recovery of assets to Orange Recovery Engine
      11.  
        Ports required for recovery of assets to vCloud Director
      12.  
        Ports required for recovery of assets to Google Cloud Platform
      13.  
        Ports required for recovery of physical machines to on-premises data center
      14.  
        Ports required for recovery of assets to on-premises data center using Resiliency Platform Data Mover
      15.  
        Ports required for Replication Gateway used for recovery to cloud data center
      16.  
        Ports required for Replication Gateway for recovery to vCloud Director without adding the vCenter or Hyper-V server
      17.  
        Ports required for Replication Gateway used for recovery of physical machines
      18.  
        Ports required for Replication Gateway used for recovery of VMware virtual machines to on-premises data center
      19.  
        Ports required for recovery of assets to on-premises data center using third-party replication technology
      20.  
        Ports required for recovery of InfoScale applications
    6. Manage licenses
      1.  
        Managing licenses
      2.  
        About licenses
      3.  
        Viewing and installing licenses
      4.  
        Replacing a license
      5.  
        Removing a license
      6.  
        Viewing the License Entitlement report
    7. Using the Web Console
      1.  
        About the web console
      2. Tour of the Resiliency Platform web console screen
        1.  
          Menu bar options
        2.  
          Navigation pane options
        3.  
          About the Resiliency Platform Dashboard
      3.  
        Using Quick Actions for shortcuts to common tasks
      4.  
        Filtering and searching for objects in the web console
      5.  
        About settings in the web console
      6.  
        About permissions for operations in the console
  2. Section II. Deploying and configuring the virtual appliances
    1. Deploy and configure
      1. Deploy and download the Resiliency Platform virtual appliances
        1. About deploying the Resiliency Platform virtual appliances
          1.  
            Deployment workflows
        2. Downloading the Veritas Resiliency Platform virtual appliances
          1.  
            Downloading the virtual appliances for AWS
          2.  
            Downloading the virtual appliances for Azure
          3.  
            Downloading the virtual appliances for vCloud Director
          4.  
            Downloading the virtual appliances for Orange Recovery Engine
          5.  
            Downloading the virtual appliances for Google Cloud Platform
          6.  
            Downloading the virtual appliances for recovery using NetBackup
          7.  
            Downloading virtual appliances for recovery using InfoScale applications
          8.  
            Downloading virtual appliances using Resiliency Platform Data Mover
          9.  
            Downloading the virtual appliances using third - party replications
          10.  
            Downloading virtual appliances for recovery of physical machines to VMware virtual machines
        3.  
          Downloading the Resiliency Platform virtual appliances for recovery to vCloud
      2.  
        Deploying the virtual appliance through VMware vSphere Client
      3.  
        Deploying the virtual appliance through Hyper-V Manager
      4. Deploying virtual appliances in AWS
        1. Deploying the virtual appliances in AWS using OVA files
          1.  
            Permissions required for IAM roles for Resiliency Manager, IMS, and Replication Gateway
          2.  
            Uploading the OVA file using web-based method
          3.  
            Uploading the OVA file using command-line method
          4.  
            Creating Amazon Machine Image
          5.  
            Launching the instances of virtual appliances
        2. Deploying the Data Gateway in AWS
          1.  
            Prerequisites for deploying the Data Gateway in AWS
          2.  
            Permissions for deploying Data Gateway in AWS
          3.  
            Example IAM policies
          4.  
            About Data Gateway monitoring through CloudWatch alarms
          5.  
            Resources created after Data Gateway deployment
          6.  
            Creating a role to deploy the Data Gateway in AWS
      5. Deploying virtual appliances in Azure
        1. Deploying the virtual appliances in Azure using PowerShell script
          1.  
            Prerequisites for deploying the virtual appliances in Azure and Azure Stack
          2.  
            Installing Azure PowerShell module
          3.  
            Constraints when you deploy the virtual appliances in Azure
        2. Deploying the virtual appliances in Azure Stack using PowerShell script
          1.  
            Prerequisites for deploying the virtual appliances in Azure and Azure Stack
          2.  
            Installing Azure Stack PowerShell module
          3.  
            Constraints when you deploy the virtual appliances in Azure Stack
      6. Deploying virtual appliances in Google Cloud Platform
        1. Deploying the virtual appliances in Google Cloud Platform using OVA files
          1. Prerequisites for deploying the virtual appliances in Google Cloud Platform
            1.  
              Ports required for recovery of assets to Google Cloud Platform
          2.  
            API permissions required for Google Cloud Platform
          3.  
            Uploading the OVA file using web-based method
          4.  
            Uploading the OVA file using command-line method
          5.  
            Creating Image using web-based method
          6.  
            Creating Image using command-based method
          7.  
            Launching the instances of virtual appliances
      7. Deploying virtual appliances in vCloud Director
        1. Deploying the virtual appliances in vCloud
          1.  
            Prerequisites for deploying the virtual appliances in vCloud Director
          2.  
            Uploading OVA files to catalog
      8. Deploying the virtual appliances in Orange Recovery Engine
        1.  
          Prerequisites for deploying the virtual appliances in Orange Recovery Engine
        2.  
          Uploading image files to OBS
        3.  
          Registering the disk image as a private image
        4.  
          Launching the system disk image instance
      9. About configuring the Resiliency Platform components
        1.  
          Prerequisites for configuring Resiliency Platform components
        2. Configuring the Resiliency Manager or IMS
          1.  
            Configuring network settings for Resiliency Manager
          2.  
            Configuring network settings for IMS
        3. Configuring the Replication Gateways
          1.  
            Configuring network settings for Replication Gateway
          2.  
            About FIPS enablement for Replication Gateway appliance
        4.  
          Password policies for Resiliency Platform virtual appliance
        5.  
          About NAT support in Veritas Resiliency Platform
      10. Virtual appliance security features
        1.  
          Physical security
        2.  
          Operating system security
        3.  
          Management Security
        4.  
          Network security
        5.  
          Access control security
      11. About hotfixes
        1.  
          Downloading the Resiliency Platform hotfix
        2.  
          Applying and uninstalling the hotfix to the virtual appliance
      12.  
        References
    2. Depoly virtual appliances through Marketplace
      1. Deploying the virtual appliances in AWS through AWS Marketplace
        1.  
          Permissions required in AWS Marketplace for IAM roles RM, IMS and Replication Gateway
        2. Prerequisites for deploying the virtual appliances in AWS
          1.  
            Prerequisites for configuring VMware virtual machines for recovery using NetBackup images
          2. Prerequisites for configuring VMware virtual machines for recovery to AWS
            1.  
              Example of a policy statement for AWS
            2.  
              Example of trust relationship for AWS
        3.  
          Configuring Amazon VPC for deployment using CloudFormation Templates
        4.  
          Providing inputs for Resiliency Platform CloudFormation Templates
        5.  
          Uninstalling Resiliency Platform components when deployed through AWS Marketplace
      2. Deploying the virtual appliances in Azure through Azure Marketplace
        1.  
          Providing inputs for deploying virtual appliances through Azure Marketplace
      3.  
        Deploy virtual appliances in Azure Stack using Azure Stack Marketplace
    3. Apply Updates
      1. About applying updates to Resiliency Platform
        1.  
          Pre-upgrade tasks
        2. Step 1: Prepare for upgrade
          1.  
            Pre-upgrade checklist
        3. Step 2: Upgrading the Resiliency Platform (Detach / attach the disk)
          1.  
            Upgrading Resiliency Platform in VMware environment
          2.  
            Upgrading Resiliency Platform in Hyper-V environment
          3.  
            Upgrading Resiliency Platform in AWS environment
          4.  
            Upgrading Resiliency Platform in Azure environment
        4.  
          Step 3: Start the automatic bootstrap process
        5.  
          Steps to replace the Replication Gateway appliance
        6.  
          Rollback steps in AWS environment
        7.  
          Rollback steps in Azure environment
        8.  
          Rollback steps in VMware environment
        9.  
          Rollback steps in Hyper-V environment
      2.  
        Applying upgrade to Resiliency Platform for managing InfoScale clusters
      3.  
        Applying updates to the hosts
      4.  
        Applying update on Resiliency Managers
      5.  
        Applying updates to the Veritas Data Gateway
  3. Section III. Setting up and managing the resiliency domain
    1. Managing the resiliency domain
      1.  
        Setting up the resiliency domain
      2.  
        Connecting to the Resiliency Platform web console
      3. Getting started with a new Resiliency Platform configuration
        1.  
          Options for authentication domain configuration
        2.  
          Getting started wizard - adding AWS data center
        3.  
          Getting started wizard - adding Azure data center
        4.  
          Getting started wizard - adding vCloud Director data center
        5.  
          Getting started wizard - adding Orange Recovery Engine data center
        6.  
          Getting started wizard - adding Google Cloud Platform data center
      4. Managing Resiliency Managers
        1.  
          Adding a Resiliency Manager to an existing resiliency domain
        2.  
          Viewing the status of a Resiliency Manager in a data center
        3.  
          Performing data resync on a Resiliency Manager
        4.  
          Renaming a Resiliency Manager
        5.  
          Removing a Resiliency Manager from a resiliency domain
        6.  
          Resiliency Manager outage impact on configuration and operations
      5. Managing Infrastructure Management Servers
        1.  
          How Infrastructure Management Servers relate to data centers
        2.  
          Adding an IMS
        3.  
          Regenerating registration URL for an IMS
        4.  
          Removing an IMS
        5.  
          Modifying an IMS
        6.  
          Reconnecting the IMS to a Resiliency Manager
      6. Managing on-premises data centers
        1.  
          Adding on-premises data centers
        2.  
          Editing on-premises data centers
        3.  
          Removing on-premises data centers
        4.  
          Viewing data centers
      7.  
        Adding Azure Stack private cloud configuration
      8. Managing cloud configurations
        1.  
          Adding AWS cloud data center
        2.  
          Adding Azure cloud data center
        3. Adding Orange Recovery Engine data center
          1.  
            API permissions required for Orange Recovery Engine
          2.  
            Example of a policy statement for Orange Recovery Engine
        4. Adding Google Cloud Platform data center
          1.  
            API permissions required for Google Cloud Platform
        5.  
          Adding vCloud Director cloud data center
        6.  
          Editing cloud configuration
        7.  
          Refreshing cloud data center
        8.  
          Removing the cloud configuration
      9. Managing private cloud configurations
        1.  
          Adding Azure Stack private cloud configuration
        2.  
          Editing the private cloud configuration
        3.  
          Edit Intent for resiliency group when source and target data centers are cloud or private cloud
        4.  
          Refreshing the private cloud configuration
        5.  
          Removing the private cloud configuration
    2. Integrating with NetBackup
      1.  
        About NetBackup and NetBackup Appliances
      2.  
        About protecting assets with NetBackup using Resiliency Platform
      3.  
        Prerequisites for integrating NetBackup with Resiliency Platform
      4. Recovering virtual machines to premises target data center
        1. Adding NetBackup primary server
          1.  
            NetBackup primary privileges
        2.  
          Adding Resiliency Manager to NetBackup using a URL
        3.  
          Editing the NetBackup primary server
        4.  
          Removing the NetBackup primary server
        5.  
          Refreshing the NetBackup primary server
      5. Recovering virtual machines to cloud target data center
        1. Adding NetBackup Cloud Recovery Server (CRS)
          1.  
            NetBackup primary privileges
          2.  
            Non-root user permissions required for Cloud Recovery Server (CRS)
        2.  
          Editing the NetBackup Cloud Recovery Server
        3.  
          Removing the NetBackup Cloud Recovery Server
        4.  
          Refreshing the NetBackup Cloud Recovery Server
      6.  
        Fetch Resiliency Platform certificates
      7. Support for NetBackup Cloud Recovery Server configured with Veritas Alta Recovery Vault as storage account
        1.  
          Configuring NetBackup Cloud Recovery Server (CRS) with Veritas Alta Recovery Vault storage account in Resiliency Platform
        2.  
          Editing the NetBackup Cloud Recovery Server (CRS) configured with Veritas Alta Recovery Vault storage account
        3.  
          Removing the NetBackup Cloud Recovery Server configured with Veritas Alta Recovery Vault storage account
        4.  
          Refreshing the NetBackup Cloud Recovery Server configured with Veritas Alta Recovery Vault storage account
    3. Integrating with InfoScale clusters
      1.  
        Support matrix for InfoScale applications
      2. Prerequisites for supporting InfoScale cluster node in Veritas Resiliency Platform
        1.  
          Configuring password-less sudo privileges for InfoScale cluster configuration
      3. Configuring InfoScale clusters in Resiliency Platform
        1.  
          Structure of the csv file
        2.  
          Rules to configure each cluster in the csv file
      4.  
        Reconfiguring InfoScale clusters in Resiliency Platform
      5.  
        Removing the InfoScale clusters in Resiliency Platform
      6.  
        Refreshing InfoScale clusters in Resiliency Platform
      7. Managing the custom application or replication type in Resiliency Platform
        1.  
          Adding custom application or replication type in Resiliency Platform
        2.  
          Editing the custom application or replication type in Resiliency Platform
        3.  
          Deleting the custom application or replication type in Resiliency Platform
  4. Section IV. Adding the asset infrastructure
    1. Manage Resiliency Platform host assets
      1.  
        Adding the asset infrastructure
      2.  
        Managing host assets
      3.  
        About adding host assets
      4. Prerequisites for adding hosts
        1.  
          User account required for adding a Windows host
        2.  
          UAC settings required for adding a Windows host
      5.  
        Adding application hosts
      6.  
        Refreshing host discovery information
      7. Removing hosts
        1.  
          Removing Windows Install Hosts
      8.  
        Uninstalling the host package from a Linux host
      9.  
        Uninstalling the host package from a Windows host
      10.  
        Reasons for add host operation failure
      11. Preparing host for replication
        1.  
          Downloading Resiliency Platform host agent packages from IMS
        2.  
          Configuring Resiliency Platform host agent packages manually
        3.  
          Configuring password-less sudo privileges for user account on Linux host
      12.  
        Refreshing the replication host
      13.  
        Moving the replication host to another IMS
      14.  
        Removing the replication host
    2. Manage VMware assets
      1. Managing VMware virtualization servers
        1. Prerequisites for adding VMware virtualization servers
          1.  
            VMware vCenter Server privileges: configuring ESX servers
          2.  
            VMware vCenter Server privileges: basic monitoring of assets
          3.  
            VMware vCenter Server privileges: using third party replication
          4.  
            VMware vCenter Server privileges: replication using Resiliency Platform Data Mover in Hypervisor mode
          5.  
            VMware vCenter Server privileges: replication to cloud data center
          6.  
            VMware vCenter Server privileges: replication using in-guest mode of Resiliency Platform Data Mover
          7.  
            VMware vCenter Server privileges: using NetBackup
          8.  
            VMware vCenter Server privileges: for recovery of physical machines to VMware
      2.  
        Adding VMware virtualization servers
      3.  
        Editing a VMware virtualization discovery configuration
      4.  
        Viewing the details of a VMware virtualization discovery configuration
      5.  
        Removing a VMware vCenter Server discovery configuration
      6.  
        Refreshing VMware vCenter Server discovery information
    3. Manage Veritas Replication VIB
      1.  
        Managing Veritas Replication VIB
      2. Installing Veritas Replication VIB
        1.  
          Prerequisites for installing Veritas Replication VIB
      3.  
        Validating Veritas Replication VIB installation
      4.  
        Upgrading Veritas Replication VIB
      5.  
        Uninstalling Veritas Replication VIB installation
    4. Manage Hyper-V assets
      1.  
        Managing Hyper-V assets
      2.  
        About Microsoft Hyper-V virtualization discovery
      3. Adding Hyper-V virtualization servers
        1.  
          Prerequisites for Microsoft Hyper-V virtualization discovery
      4.  
        Refreshing Hyper-V virtualization servers
      5.  
        Removing Hyper-V virtualization servers
      6.  
        Moving Hyper-V virtualization servers to another IMS
    5. Manage Gateways
      1.  
        Managing Replication Gateways
      2.  
        Adding a Replication Gateway
      3.  
        Refreshing a Replication Gateway
      4.  
        Removing a Replication Gateway
      5.  
        Moving a Replication Gateway to another IMS
      6.  
        Viewing Replication Gateways
      7. About Replication Gateway pair
        1.  
          Migrating virtual machines to different availability zones of AWS
      8.  
        Creating a Replication Gateway pair
      9.  
        Modifying encryption for a Replication Gateway pair
      10.  
        Replacing a Replication Gateway from a gateway pair
      11.  
        Removing a Replication Gateway pair
      12.  
        Viewing Replication Gateway pairs
      13.  
        Configuring PXE on Replication Gateway
      14.  
        Configuring the Replication Gateway as a DHCP Server
      15.  
        Unconfiguring PXE boot server from a Replication Gateway
      16.  
        Unconfiguring DHCP server from a Replication Gateway
      17. Managing Data Gateway
        1.  
          Adding a Data Gateway
        2.  
          Removing a Data Gateway
        3.  
          Editing a Data Gateway
    6. Manage enclosure assets
      1.  
        About the discovery host for enclosures
      2. Adding a discovery host
        1.  
          Add Discovery host panel options
      3.  
        Refreshing a discovery host
      4.  
        Removing a discovery host
      5. Configuration prerequisites for adding storage enclosures to an IMS
        1.  
          EMC SRDF configuration prerequisites
        2.  
          NetApp configuration prerequisites
        3.  
          Hitachi TrueCopy/HUR Discovery Host prerequisites
        4.  
          HPE 3PAR configuration prerequisites
        5.  
          IBM SVC configuration prerequisites
        6.  
          IBM XIV configuration prerequisites
        7.  
          Infinidat array configuration prerequisites
      6. Adding storage enclosures
        1.  
          Configure Server panel options
        2.  
          Manage SSH host keys panel
        3.  
          Select Enclosure panel options to enable discovery for selected enclosures
      7. Adding RecoverPoint appliance for replication
        1.  
          Add RecoverPoint panel options for configuration details for RecoverPoint
        2.  
          Manage SSH host keys panel
      8.  
        Editing the discovery configuration for an enclosure
      9.  
        Removing the discovery configuration for an enclosure
      10.  
        Refreshing enclosure discovery information
      11.  
        Manage SSH host keys panel
    7. Manage NetBackup primary pairing
      1.  
        Manage NetBackup primary pairing
      2.  
        Adding NetBackup primary pair
      3.  
        Removing the NetBackup primary pair
    8. Manage Recovery Readiness Bundle
      1.  
        Permissions required for non-root user for installing bundle
      2.  
        Installing the Recovery Readiness Bundle for Azure manually
      3.  
        Uninstalling the Netbackup Recovery Readiness Bundle for Azure
  5. Section V. Managing networks
    1. Manage networks
      1. Managing network objects in Resiliency Platform
        1. About network objects
          1.  
            About Purpose
        2.  
          Editing network objects
        3.  
          Viewing network objects
        4.  
          Removing network objects
        5. About network groups
          1.  
            Adding a network group
      2. Network objects in Resiliency Platform
        1.  
          Adding a subnet
        2.  
          Adding a Hyper-V VLAN
        3.  
          Adding a network group
      3. DNS server configuration settings
        1.  
          Configuring DNS server settings for a data center
        2.  
          Network customization options
      4. Managing network pairs
        1.  
          Creating network pairs between source and target data centers
        2. Mapping network objects (Production and Rehearsal mapping)
          1.  
            Network pairs for recovering virtual machines to AWS
          2.  
            Network pairs for recovering virtual machines from AWS region to AWS region
          3.  
            Network pairs for recovering virtual machines to Azure
          4.  
            Network pairs for recovering virtual machines from Azure to Azure
          5.  
            Network pairs for recovering virtual machines to Orange Recovery Engine
          6.  
            Network pairs for recovering virtual machines to Google Cloud Platform (GCP)
          7.  
            Network pairs for recovering virtual machines to vCloud Director
          8.  
            Network pairs for recovering virtual machines to vCloud Director without adding hypervisor server
          9.  
            Network pairs for recovering virtual machines from vCloud Director to vCloud Director
          10.  
            Network pairs for recovering machines to on-premises data center (For NetBackup, third-party replication or Resiliency Platform Data Mover)
          11.  
            Network pairs for recovering physical machines to VMware
          12.  
            Network pairs for recovering physical machines to AWS
          13.  
            Network pairs for recovering physical machines to Azure
          14.  
            Network pairs for recovering physical machines to vCloud Director
        3.  
          Deleting a network pair
      5.  
        Support for NIC teaming / bonding for physical machines
      6.  
        Example of command for Windows keytab file
  6. Section VI. Managing settings
    1. Manage settings
      1. Managing settings for alerts and notifications and miscellaneous product settings
        1.  
          Adding, modifying, or deleting email settings
        2.  
          Adding, modifying, or deleting SNMP settings
        3. Throttling the notifications
          1.  
            Add throttle notification
          2.  
            Edit throttle notification
          3.  
            Remove throttle notification
        4.  
          Downloading the MIB file
        5.  
          Setting up rules for event notifications
        6.  
          Adding, modifying, or removing Syslog server
        7.  
          Modifying the purge setting for logs and SNMP traps
        8.  
          Enabling or disabling telemetry collection
        9.  
          Showing domains on login screen
        10.  
          Downloading log files
      2. Managing user authentication and permissions
        1.  
          About user authentication in the web console
        2.  
          About user permissions in the web console
        3.  
          Predefined personas
        4. Configuring authentication domains
          1.  
            Options for authentication domain configuration
        5.  
          Unconfiguring authentication domains
        6.  
          Editing authentication domains
        7.  
          Configuring user groups and users
        8.  
          Assigning permissions to user groups and users
        9.  
          Adding custom personas
        10.  
          Predefined jobs that can be used for custom personas
        11.  
          About limiting object scope for personas
        12.  
          Configuring Windows global user
  7. Section VII. Working with resiliency groups
    1. Organize assets
      1.  
        Viewing your assets
      2.  
        Managing resiliency groups
      3.  
        About resiliency groups with assets
      4.  
        Configuring a resiliency group for basic monitoring
      5. Editing a resiliency group
        1.  
          To grow disk as part of configuration drift edit
      6. Deleting a resiliency group
        1.  
          Uninstalling the Netbackup Recovery Readiness Bundle for Azure
      7.  
        Starting a resiliency group
      8.  
        Stopping a resiliency group
      9.  
        Placing a resiliency group in maintenance mode
      10.  
        Editing a resiliency group in maintenance mode
      11. Viewing resiliency group details
        1.  
          Viewing resiliency group configuration details
        2.  
          Viewing resiliency group details configured with multiple recovery points
        3.  
          Verifying the replication status for Veritas Resiliency Platform Data Mover
    2. Manage virtual business services
      1.  
        Managing virtual business services
      2. About virtual business services
        1.  
          Various configuration states of virtual business services
      3.  
        Creating a virtual business service
      4.  
        Editing a virtual business service
      5.  
        Deleting a virtual business service
      6.  
        Refreshing a virtual business service
      7.  
        Displaying virtual business service details
      8.  
        Starting and stopping a virtual business service
    3. Organize applications
      1.  
        Managing applications using Resiliency Platform
      2.  
        About resiliency groups with applications
      3.  
        Providing inputs for partially discovered applications
      4.  
        About application bundles
      5.  
        Installing an application bundle on selected application hosts
      6.  
        Enabling and disabling application bundle on selected application hosts
      7.  
        Managing auto-deploy for an application bundle
      8.  
        Uninstalling an application bundle from selected hosts
      9.  
        Removing an application bundle
      10.  
        Editing the discovery schedule for an application type
      11.  
        Viewing the details of application types
      12.  
        Viewing the applicable host details
      13.  
        About resiliency groups with InfoScale applications
      14.  
        Viewing InfoScale applications details
      15.  
        Managing applications for basic monitoring
    4. Managing service objectives
      1.  
        About service objectives
      2.  
        About multi Service Level Objective (multi-SLO) in Resiliency Platform
      3.  
        Altering the service objectives
      4.  
        Viewing or customizing service objectives
      5.  
        Deleting activated service objectives
  8. Section VIII. Configuring for disaster recovery
    1. Configure using Resiliency Platform Data Mover
      1.  
        Understanding the role of resiliency groups in disaster recovery operations
      2.  
        About ensuring the disaster recovery readiness of your assets
      3.  
        How Resiliency Platform configures disaster recovery protection for virtual machines
      4.  
        How Resiliency Platform Data Mover handles DR operations
      5.  
        Support for 128 SCSI disks for Replication Gateway of hardware version 14
      6.  
        About manual intervention
      7.  
        Limitations for virtual machine disaster recovery
      8. Managing virtual machines for remote recovery (DR) in Amazon Web Services
        1. Prerequisites for configuring VMware virtual machines for recovery to AWS
          1.  
            Example of a policy statement for AWS
          2.  
            Example of trust relationship for AWS
        2.  
          Prerequisites for configuring Hyper-V virtual machines for recovery to AWS
        3.  
          Replication Gateway pair selection options
        4.  
          Volume type selection options
        5.  
          Enable reverse replication option
        6. AWS Customization options panel
          1.  
            Support for Instance Metadata Service v2 in Resiliency Platform
          2.  
            Known issues: Recovery from physical environment to virtual machines
          3.  
            Manually installing the ENA drivers
          4.  
            UEFI boot mode support in Resiliency Platform
        7.  
          Network customization options
        8.  
          Prerequisites for network customization
      9. Managing virtual machines for remote recovery (DR) from AWS region to AWS region
        1.  
          Prerequisites for configuring virtual machines where source and target data centers is AWS
        2.  
          Volume type selection options
        3.  
          Enable reverse replication option
        4. AWS Customization options panel
          1.  
            Support for Instance Metadata Service v2 in Resiliency Platform
          2.  
            Known issues: Recovery from physical environment to virtual machines
          3.  
            Manually installing the ENA drivers
        5.  
          Network customization options
        6.  
          Prerequisites for network customization
      10. Managing virtual machines for remote recovery (DR) to Azure
        1.  
          Prerequisites for configuring VMware virtual machines for recovery to Azure
        2.  
          Prerequisites for configuring Hyper-V virtual machines for recovery to Azure
        3.  
          Azure Customization options panel
      11. Managing virtual machines for remote recovery (DR) from Azure to Azure
        1.  
          Prerequisites for configuring virtual machines where source and target data centers are cloud or private cloud
        2.  
          Azure Customization options panel
      12. Managing virtual machines for remote recovery (DR) to Orange Recovery Engine
        1.  
          Prerequisites for configuring VMware virtual machines for recovery to Orange Recovery Engine
        2.  
          Orange Recovery Engine Customization options panel
      13. Managing virtual machines for remote recovery (DR) in vCloud Director
        1.  
          Prerequisites for configuring VMware virtual machines for recovery to vCloud Director
        2.  
          Prerequisites for configuring Hyper-V virtual machines for recovery to vCloud Director
        3.  
          Prerequisites for configuring virtual machines for recovery from vCloud Director to vCloud Director
      14. Managing virtual machines for remote recovery (DR) to Google Cloud Platform
        1.  
          Prerequisites for configuring VMware virtual machines for recovery to Google Cloud Platform
        2.  
          Prerequisites for configuring Hyper-V virtual machines for recovery to Google Cloud Platform
        3.  
          Volume type selection options
        4.  
          Customize panel for Google Cloud Platform
        5.  
          Network customization options
      15. Managing virtual machines for remote recovery (DR) using Resiliency Platform Data Mover
        1.  
          Prerequisites for recovering VMware virtual machines using Resiliency Platform Data Mover in Hypervisor mode
        2.  
          Prerequisites for recovering VMware virtual machines using Resiliency Platform Data Mover in In-guest mode
        3.  
          Replication Gateway pair selection options for on-premises data center
        4.  
          Target Infrastructure Selection options
      16. Managing physical machines for remote recovery (DR) using Resiliency Platform Data Mover
        1.  
          Prerequisites for recovering physical machines using Resiliency Platform Data Mover
        2.  
          Physical to VMware virtual machines Customization options panel
    2. Configure using NetBackup
      1.  
        Prerequisites for configuring VMware virtual machines for recovery using NetBackup images
      2.  
        Support for NetBackup Classic AIR configurations
      3.  
        Support for NetBackup Instant Access to recover a resiliency group
      4.  
        Managing VMware virtual machines for remote recovery using NetBackup images
      5.  
        Managing VMware virtual machines for remote recovery to AWS cloud using NetBackup images
      6. Managing the virtual machines for recovery to Azure using NetBackup MSDP-C.
        1.  
          Permissions required for non-root user for installing bundle
        2.  
          Azure Customization options panel
        3.  
          Prerequisites for configuring virtual machines for recovery to Azure using Resiliency Platform and NetBackup MSDP-C
      7.  
        Support for NetBackup MSDP-C and Resiliency Platform Data Mover for configuring resiliency group
    3. Configure using 3rd party replication technology
      1. Preparing VMware virtual machines for using array-based replication
        1.  
          Configuring VMware virtual machines for disaster recovery using EMC SRDF replication
        2.  
          Configuring VMware virtual machines for disaster recovery using EMC RecoverPoint replication
        3.  
          Configuring VMware virtual machines for disaster recovery using NetApp SnapMirror
        4.  
          Configuring VMware virtual machines for disaster recovery using Hitachi True Copy replication
        5.  
          Configuring VMware virtual machines for disaster recovery using HPE 3PAR Remote Copy replication
        6.  
          Configuring VMware virtual machines for disaster recovery using IBM SVC Global Mirror replication
        7.  
          Configuring VMware virtual machines for disaster recovery using IBM XIV Remote Mirror replication
      2. Preparing Hyper-V virtual machines for using array-based replication
        1.  
          Configuring Hyper-V virtual machines for disaster recovery using Hyper-V Replica
        2.  
          Configuring Hyper-V virtual machines for disaster recovery using EMC RecoverPoint
        3.  
          Configuring Hyper-V virtual machines for disaster recovery using EMC SRDF
        4.  
          Configuring Hyper-V virtual machines for disaster recovery using Hitachi TrueCopy Universal Replicator
        5.  
          Configuring Hyper-V virtual machines for disaster recovery using HPE 3PAR Remote Copy
        6.  
          Configuring Hyper-V virtual machines for disaster recovery using IBM SVC Global Mirror
        7.  
          Configuring Hyper-V virtual machines for disaster recovery using IBM XIV Remote Mirror
        8.  
          Configuring Hyper-V virtual machines for disaster recovery using Infinidat replication
      3. Managing virtual machines for remote recovery (DR) using 3rd party replication technology
        1.  
          Prerequisites for configuring VMware virtual machines for recovery using 3rd party replication technology
        2.  
          Prerequisites for configuring Hyper-V virtual machines for recovery using 3rd party replication technology
      4. Managing applications for remote recovery (DR)
        1.  
          Prerequisites for configuring applications for disaster recovery
        2.  
          Prerequisites for configuring InfoScale applications for disaster recovery
        3.  
          Prerequisites for creating a remote recovery resiliency group for Oracle database replicated by Data Guard
        4.  
          Configuring applications for disaster recovery using EMC RecoverPoint replication
        5.  
          Configuring applications for disaster recovery using NetApp SnapMirror replication
  9. Section IX. Managing disaster recovery
    1. Perform DR operations for virtual machines
      1. About Rehearse operation
        1.  
          Rehearse operations for VMware virtual machines - array-based replication
        2.  
          Rehearse operations for Hyper-V virtual machines - array-based replication
        3. Performing the rehearsal operation for virtual machines
          1.  
            Prerequisites for rehearsal operation for virtual machines
        4.  
          Performing the rehearsal operation using NetBackup images
        5.  
          Performing the rehearsal operation on virtual machines from VMware to AWS using NetBackup Image Sharing
        6.  
          Performing rehearsal operation on resiliency groups configured with multiple recovery points
      2.  
        Performing cleanup rehearsal for virtual machines
      3.  
        Migrating a resiliency group
      4.  
        Performing the resync operation for virtual machines
      5. Performing the recover operation for resiliency group
        1.  
          Recovering a resiliency group using replication-based recovery
        2.  
          Recovering data using NetBackup to on-premises data center
        3. Recovering virtual machines with multiple recovery points
          1.  
            Impact of recover operation (IA and non-IA) from Resiliency Platform and NetBackup console
        4.  
          Recovering virtual machines to cloud (AWS) using NetBackup Image Sharing
        5.  
          Recovering virtual machines to cloud (Azure) using NetBackup MSDP-C
      6.  
        Clearing outage
    2. Perform DR operations on a VBS
      1.  
        Performing rehearsal on a virtual business service
      2.  
        Performing cleanup rehearsal on a virtual business service
      3.  
        Migrating a virtual business service
      4.  
        Performing resync for a virtual business service
      5.  
        Recovering a virtual business service
    3. Perform DR operations for applications
      1.  
        Performing the rehearsal operation for applications
      2.  
        Performing cleanup rehearsal for applications
      3.  
        Migrating a resiliency group of applications
      4.  
        Recovering a resiliency group of applications
      5.  
        Performing the resync operation for applications
    4. Evacuate assets
      1.  
        About evacuation plan
      2.  
        Generating an evacuation plan
      3.  
        Regenerating an evacuation plan
      4.  
        Performing rehearse evacuation
      5.  
        Performing cleanup evacuation rehearsal
      6.  
        Performing evacuation
    5. Manage Resiliency Plans
      1.  
        Managing resiliency plans
      2.  
        About resiliency plans
      3.  
        Creating a new resiliency plan template
      4.  
        Editing a resiliency plan template
      5.  
        Deleting a resiliency plan template
      6.  
        Viewing a resiliency plan template
      7.  
        Creating a new resiliency plan
      8.  
        Editing a resiliency plan
      9.  
        Deleting a resiliency plan
      10.  
        Executing a resiliency plan
      11.  
        Viewing a resiliency plan
      12.  
        Instances to invalidate the R-Plan
      13.  
        Creating a schedule for a resiliency plan
      14.  
        Editing a schedule for a resiliency plan
      15.  
        Deleting a schedule for a resiliency plan
      16.  
        Viewing a schedule for a resiliency plan
      17.  
        About manual task
      18.  
        Using manual tasks in resiliency plans
      19. About custom script
        1.  
          Using custom scripts in resiliency plans
  10. Section X. Managing certificates
    1. Managing security certificates
      1. Managing security
        1.  
          Add root and intermediate CA certificate
        2.  
          Uninstall certificate
        3. Enable trusted communication with external entities
          1.  
            About root CA certificates of NetBackup primary server and NetBackup Cloud Recovery Server
          2.  
            About root CA certificates of vCenter server
          3.  
            About root CA certificates of vCloud Director
          4.  
            About root CA certificates of NetApp enclosure
          5.  
            About root CA certificates of Azure Stack
      2. About configuring SSH host keys
        1.  
          Manage SSH host keys panel
  11. Section XI. Product settings
    1. View activities
      1.  
        Managing activities
      2.  
        Viewing activities
      3.  
        Managing a running activity
    2. Manage reports
      1.  
        Managing reports
      2.  
        About reports
      3.  
        Managing report preferences
      4.  
        Scheduling a report
      5.  
        Running a report
      6.  
        Viewing reports
      7.  
        Viewing and managing report schedules
    3. View logs
      1.  
        Viewing events and logs in the console
      2.  
        Events in Hyper-V virtual machines disaster discovery
      3.  
        Events in VMware virtual machines disaster discovery
      4.  
        Log files to troubleshoot Veritas Resiliency Platform Data Mover
      5. Gather support logs from Resiliency Platform user interface
        1.  
          Viewing support logs
        2.  
          Collecting support logs
        3.  
          Downloading support logs
        4.  
          Deleting support logs
        5.  
          Required permissions for support logs
    4. Manage Risk Notifications
      1.  
        About risks
      2.  
        Managing risks
      3.  
        Displaying risk information
      4. Predefined risks in Resiliency Platform
        1.  
          Admin Wait state codes
      5.  
        Viewing the current risk report
      6.  
        Viewing the historical risk report
    5. Managing settings for alerts and notifications and miscellaneous product settings
      1.  
        Adding, modifying, or deleting email settings
      2.  
        Adding, modifying, or deleting SNMP settings
      3. Throttling the notifications
        1.  
          Add throttle notification
        2.  
          Edit throttle notification
        3.  
          Remove throttle notification
      4.  
        Downloading the MIB file
      5.  
        Setting up rules for event notifications
      6.  
        Adding, modifying, or removing Syslog server
      7.  
        Modifying the purge setting for logs and SNMP traps
      8.  
        Modifying the purge setting for reports
      9.  
        Modifying the purge setting for activities
      10.  
        Enabling or disabling telemetry collection
      11.  
        Showing domains on login screen
  12. Section XII. Using Resiliency Platform APIs
    1. Using Resiliency Platform APIs
      1. Security and user model
        1.  
          Accessing APIs
        2.  
          API access key
        3.  
          API user permissions
      2.  
        Versioning
      3.  
        API specifications
      4. Accessing the API browser
        1.  
          Invoking API from the API browser
      5. Examples of running the Resiliency Platform APIs using the cURL syntax
        1.  
          Running the Resiliency Platform APIs
    2. List of Resiliency Platform APIs
      1.  
        Monitoring APIs
      2.  
        Configuration APIs
      3.  
        Operation API
  13. Section XIII. Troubleshooting and Using command line interface
    1. Troubleshoot
      1.  
        Troubleshooting: Google Cloud Platform issues
      2.  
        Troubleshooting: Disaster recovery from AWS region to AWS region
      3.  
        Troubleshooting: Automated disaster recovery to Azure using NetBackup MSDP-C
      4. Recovery of Resiliency Platform components from disaster scenarios
        1.  
          Recovering Resiliency Manager
        2. Recovering IMS
          1.  
            Steps to recover an IMS
        3.  
          Recovering Replication Gateway
      5.  
        Troubleshooting : Issues occurred while prepare host for replication or while configuring resiliency group.
      6.  
        Troubleshooting: Resync/repair replication issues for resiliency group configured using Multi-RPO recovery of hosts service objective
      7. Troubleshooting: NetBackup issues
        1.  
          Troubleshooting: Secure communication issues
        2.  
          How to recover the VMware virtual machine using NetBackup when virtual machines are protected by Resiliency Platform
      8.  
        Troubleshooting: Removing a Resiliency Manager from a resiliency domain
      9. Resolving the Admin Wait state
        1.  
          Admin Wait state codes
      10.  
        Troubleshooting: Delete resiliency group operation
      11.  
        Troubleshooting: Deployment of virtual appliances in Azure
      12.  
        Troubleshooting: Copy file into the virtual appliance
      13.  
        Troubleshooting: Copy file from the virtual appliance
      14.  
        Manually cleaning up virtual machines
      15. Troubleshooting: IP customization
        1.  
          Network customization options
      16.  
        Configure DR operation fails with an integration services error
      17.  
        Resiliency Platform fails to attach storage policy to virtual machines
      18.  
        Resiliency Platform fails to create storage policy
      19.  
        Troubleshooting: Discovery of assets
      20.  
        Troubleshooting: Hosts not added to IMS after migration to cloud data center
      21.  
        Troubleshooting: Connection between Resiliency Managers in a resiliency domain
      22.  
        Troubleshooting: DR operation failure with error message cannot change host configuration at VMware detach disk(s) subtask
      23.  
        Troubleshooting: If datastores are renamed
      24.  
        Troubleshooting: Migrate operation
      25.  
        Troubleshooting: Recover operation
      26.  
        Troubleshooting: Recover operation in case of add/remove disks
      27.  
        Troubleshooting: Failure to add IMS
      28.  
        Troubleshooting: Replace Replication Gateway operation
      29.  
        Troubleshooting: klish commands for Resiliency Manager, IMS, or Replication Gateway
      30.  
        Troubleshooting: In Hyper-V guest environment writeable disk is shown as Read-only
      31.  
        Troubleshooting: Steps to manually remove addon from hosts managed under Resiliency Platform
      32.  
        Troubleshooting: Aborting the on-going activities / tasks
      33.  
        Troubleshooting: AWS marketplace deployment with Data Gateway
      34.  
        Troubleshooting: Cleaning up of stale Resiliency Platform configurations
      35.  
        Troubleshooting: Preparing appliance for upgrade
      36.  
        Troubleshooting : Issues while detaching and attaching data disk
      37.  
        Troubleshooting: Issue while uploading the correct root certificate in vCloud Director
      38.  
        Troubleshooting: Replication Gateway appliance
      39.  
        Troubleshooting: Evacuation plan failed with exceptions raised by ERS.
    2. Use klish menu
      1.  
        About klish
      2.  
        Klish menu options for Resiliency Manager
      3.  
        Klish menu options for IMS
      4.  
        Klish menu options for Replication Gateway
    3. Use Application Enablement SDK
      1.  
        Introduction to Application Enablement SDK
      2.  
        About Perl APIs
      3. Using Perl APIs
        1.  
          Define an application
        2.  
          Logging
        3.  
          Application objects
        4.  
          Application inputs
        5.  
          Application properties
        6.  
          Finish
      4.  
        Managing clustered applications
      5.  
        Unit testing of your application module script
      6.  
        Testing a script using CLI
      7.  
        Sample script
      8.  
        Sample script output
      9.  
        About the manifest file
  14.  
    Glossary

Managing report preferences

Using the Veritas Resiliency Platform console, you can create, update, and view your preferences for generating and receiving reports.

To create report preferences

  1. Navigate

    Reports (navigation pane)

    Click Settings.

  2. In the Report preferences wizard panel, specify the following information and click Save.

    Scope

    Select the scope of the report such as Global or specific data center.

    Duration

    Select the duration for which you want to receive the report.

    Format

    Select the delivery format as HTML or CSV.

    Email

    Enter an email address at which you want to send the report.

    You can enter multiple email addresses that are separated by a comma (,) or a semicolon (;).

    Frequency

    Select the start and the end date and the time at which you want to generate and receive the report.

    Select Daily to generate the report on a daily basis.

    Select Weekly to avail the following options:

    • Select Every Weekday to receive the report on all week days.

    • Select Recur every week on and select one or more week days on which you want to receive the report.

    Select Monthly to avail the following options:

    • Set the monthly recurrence. For example every one month, or every 3 months.

    • Select the day of the month on which you want to receive the report.

    • Or select every weekday of the month on which you want to receive the report. For example every first Monday of the month or every fourth Saturday of the month.

    Select Yearly to avail the following options:

    • Set the yearly recurrence. For example every one year, or every 3 years.

    • Select the day of the month on which you want to receive the report.

    • Or select every weekday of a month on which you want to receive the report. For example every first Monday of January or every fourth Saturday of April.

    Select Once to generate the report only one time.

More Information

Managing reports