How to install Nakivo on Hyper-V

how-to-install-nakivo-on-hyper-v-01

To install Nakivo on Hyper-V, you can choose either the supported Windows or Linux platforms based on your business requirements.

Installing Nakivo on a Linux-based virtual machine (Ubuntu Server 24.04 LTS in this example) allows you to save a Windows license, as the product provides the same features.

 

Create a new Virtual Machine

Login to your Hyper-V node and open the Hyper-V Manager. Right click the node name and select New > Virtual Machine.

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Click Next.

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Type the virtual machine Name and click Next.

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Select Generation 2 as the machine generation type.

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Specify the Startup memory and click Next.

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Select the Connection to use for the virtual machine and click Next.

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Select Create a virtual disk and specify the desired Size. Modify the Name and Location if needed then click Next.

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Select Install an operating system from a bootable CD/DVD-ROM option, click Browse, and select the desired Image file (.iso). Click Next.

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Click Finish.

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The VM is being created.

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Configure VM settings

Right click the newly created VM and select Settings.

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In the Firmware section, ensure the DVD Drive is at the top of the boot order list.

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In the Security section, click Enable Secure Boot and select Microsoft UEFI Certificate Authority as the Template.

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In the Processor section, specify the Number of virtual processors to assign to the machine.

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If the configured network uses VLANs, go to the Network Adapter section, thick Enable virtual LAN identification option and specify the VLAN ID. Click OK to apply the configuration.

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Install the Linux OS

Power on the VM by right clicking it and selecting Start.

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Right click the VM and select Connect to open the VM console.

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The Ubuntu installation wizard will appear. Follow the prompts to complete the OS installation.

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When the OS installation is complete, click Reboot Now.

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After the reboot, SSH the Linux VM and ensure all available updates are installed.

# sudo apt update && sudo apt upgrade

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Install Hyper-V Integration Services

To improve performance and functionality, virtual machines running on Hyper-V require Hyper-V Integration Services to be installed.

Integration Services are built into modern versions of Ubuntu Server (since 12.04) and are typically enabled automatically. If needed, you can enable them via Hyper-V Manager.

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Install Nakivo on Hyper-V

SSH the newly created virtual machine to proceed with the installation of Nakivo Backup & Replication.

 

Install the required packages

Nakivo requires the installation of some packages on Linux.

# sudo apt install cifs-utils open-iscsi ntfs-3g tar

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Install the software

Download the Nakivo installer file using the wget command. The installer will be downloaded to the /tmp folder.

# cd /tmp
# wget https://d111xps0uy3x00.cloudfront.net/res/product/NAKIVO_Backup_Replication_v11.1.0.98634_Installer-TRIAL.sh

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Make the file executable.

# chmod +x NAKIVO_Backup_Replication_v11.1.0.98634_Installer-TRIAL.sh

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Run the installer. Select the installer language and press Enter.

# sudo ./NAKIVO_Backup_Replication_v11.1.0.98634_Installer-TRIAL.sh

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Press the key D on your keyboard until you reach the end of the EULA.

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Type 1 then Enter to accept the EULA.

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Select the Nakivo component to install (1 in the example).

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The next step to install Nakivo on Hyper-V is to configure the Director settings. Unless you have specific requirements, the default values are appropriate for most environments.

  • Leave the default install location (/opt/nakivo) - press Enter
  • No custom certificates will be used - press Enter
  • Type 1 to use a self-signed certificate - press Enter
  • Leave the default HTTPS port (4443) - press Enter
  • Type 1 to allow the automatic upload of support bundles - press Enter
  • Leave the default Transporter port (9446) - press Enter
  • Leave the  default data transfer port range (9448-10000) - press Enter
  • Leave the default Backup repository (/opt/nakivo/repository) - press Enter

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Once installation completes, open a browser and navigate to https://<IP_Server_Nakivo>:4443 to access the login page. The first time you access Nakivo you will be asked to create an administrative account. Click Create Account when done.

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Configure Nakivo environment

Once you have logged into Nakivo, you must configure the platform you want to protect. In the Inventory area, click the + (plus) icon to add the environment to backup.

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Select Virtual and click Next.

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Since we want to protect VMs running on Hyper-V, choose Microsoft Hyper-V host or cluster then click Next.

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Enter the required configuration settings. For security best practices, use a dedicated service account (not the Administrator account) to link the Hyper-V cluster.

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Create a custom service account

Create a Domain Account in Active Directory with a strong password. Add this account to the Local Administrator group on each Hyper-V cluster node.

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It is possible that when attempting to add the Hyper-V cluster to Nakivo, you may receive an error similar to the one shown below.

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Here are several potential causes for an error at this stage. Recommended troubleshooting steps include the following.

  • The service account is not Built-In Administrator.
  • Port 5986 is not open on the Hyper-V nodes.
  • The hostname cannot be resolved by DNS.

 

The service account is not Built-In Administrator

On each Hyper-V node, add the following registry key:

Key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System
Value name: LocalAccountTokenFilterPolicy
Type: REG_DWORD (32-bit)
Value data: 1

Open the Registry Editor and navigate to the key path. Right click System and select New > DWORD (32-bit) Value.

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Name the key as LocalAccountTokenFilterPolicy and set the Value data to 1.

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Put the node in Pause then reboot.

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Port 5986 is not open on Hyper-V nodes

Verify the current status of the WinRM listener on each Hyper-V node.

PS C:\> winrm enumerate winrm/config/listener

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If port 5986 is not listed, you must enable WinRM over HTTPS. First, generate a self-signed certificate on each node.

PS C:\> $NewCert = New-SelfSignedCertificate -DnsName "HOSTNAME" -CertStoreLocation Cert:\LocalMachine\My -NotAfter (Get-Date).AddYears(10)

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You can verify the certificate in the Certificate Manager (certlm.msc) under Personal > Certificates.

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Enable the WinRM listener on port 5986 using the certificate's thumbprint.

PS C:\> $Thumbprint = $NewCert.Thumbprint
PS C:\> winrm create winrm/config/listener?Address=*+Transport=HTTPS "@{Hostname=`"HOSTNAME`"; CertificateThumbprint=`"$Thumbprint`"}"

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Verify the listener is active by running the check again. Now port 5986 should now appear.

PS C:\> winrm enumerate winrm/config/listener

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From the Nakivo Linux VM, test connectivity to the Hyper-V node on port 5986.

# nc -vz SERVER IP_ADDRESS 5986

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Check if DNS can resolve hostnames

Use the ping command to verify DNS resolution from the Nakivo server.

# ping HOSTNAME_FQDN

 

Add Hyper-V to the Nakivo Inventory

Return to the Nakivo console, enter the service account credentials, and click Finish. If the Hyper-V cluster fails to add when using its cluster IP or DNS name, try using the IP address or DNS name of an individual node instead.

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The Hyper-V cluster is being added to the Inventory.

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The process is completed successfully.

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Add Transporters

Navigate to the Nodes section to view the configured Transporters. Note that Transporters are automatically installed on all Hyper-V nodes that are members of the cluster.

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Add a Backup Repository

The final configuration step is to create a Backup Repository where backups will be stored. This example adds a Hardened Repository.

In the Nodes section, click the + (plus) icon and select Installed service.

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Enter the Hostname or IP of the Backup Repository Transporter and assign a Node name. For security, set a Master password to secure communication with the Nakivo Server. Click Connect to verify the connection.

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Click Accept to accept the Certificate Thumbprint.

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A success message confirms the connection. Click Add.

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The Transporter has now been successfully added to Nakivo.

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Now navigate to Repositories, click the + (plus) icon and select Create new backup repository.

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Select Local Folder and click Next.

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Enter a Name for the repository, select the previously added Assigned Transporter and specify the correct Path to the local folder. Click Next.

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Click Finish to create the Repository. Keep in mind if you enable Encryption you will lose the Immutability capability.

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The new Hardened Repository has been successfully created in Nakivo.

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Now the infrastructure is configured and you can proceed by creating the required Backup Jobs to protect the workloads running on the Hyper-V cluster.

Nakivo Backup & Replication is available to download as 15-day trial.

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