How to Perform a VMware Virtual Machine Backup: Best Practices

Today, the potential for hazards such as hardware failures, software glitches, cyber threats, and natural calamities is ever-present. Data loss in such events can cause significant operational disruptions, financial losses, and reputational damage. Implementing a VMware backup strategy is not just a precaution; it’s a critical element of a robust IT strategy, ensuring that businesses can swiftly back up and restore their VMware virtual machines, even in the face of unexpected challenges. 

Selecting the Optimal VMware Backup Software 

Choosing the appropriate backup software is pivotal for safeguarding your VMware environment. Solutions like Catalogic DPX and Veeam provide seamless integration with VMware, efficient virtual machine backup capabilities, and sophisticated restore options. DPX stands out with its blend of performance, scalability, and security, making it a top choice for enterprises looking to bolster their backup server operations. 

Preparing Your Environment for VMware Virtual Machine Backup 

Before initiating a backup, it’s crucial to ensure that your environment is properly set up: 

  • Ensure Compatibility: Confirm that your backup solution supports your VMware version.
  • Secure Administrative Access: Secure the necessary credentials to manage the backup and restore operations.
  • Select a Backup Destination: Opt for a secure backup server location, such as an external drive, network storage, or a cloud service.
  • Optimize Network Configuration: Adjust your network settings to support efficient data transfer to the chosen backup destination. 

Detailed Guide to the VMware Backup Process 

Setting the Stage for Backup 

Begin your backup journey with a simple setup. Install your selected backup software, like DPX or Veeam, and integrate it with your VMware infrastructure. This step ensures seamless communication with essential components like the vCenter Server and ESXi hosts, setting the stage for a smooth VMware backup experience. 

Designing Your VMware Backup Strategy 

With your environment ready, it’s time to design a detailed backup blueprint. Decide which VMware VMs require protection, determine the backup schedule that best suits your data’s importance, and decide on the retention period for your backups. Tailoring these aspects to your organization’s needs guarantees a customized and effective VMware backup strategy. 

Executing the Virtual Machine Backup 

With your blueprint in hand, you’re set to launch the backup. Whether you’re starting a manual backup or relying on an automated schedule, this phase translates your careful planning into action, with the backup software diligently securing your VMs. 

Ensuring the Success of Your VMware Backup 

It’s crucial to monitor the backup process and perform thorough checks to confirm that every file and the state of each VM is accurately captured. This verification step is essential—it confirms that your data is securely backed up and can be completely restored if necessary. 

Best Practices for VMware VM Backup 

Implementing Consistent and Incremental Backups 

Adopt a consistent routine for backing up VMware VMs. Utilize incremental backups to record only the changes since the last backup, reducing disk space requirements and minimizing impact on system performance. This approach ensures your data remains current with minimal resource usage. 

Ensuring VMware Virtual Machine Data Integrity 

For VMs hosting databases or essential applications, it’s vital to stabilize the data before initiating a backup. This precaution ensures that all processes are finalized and the data is coherent, protecting against potential corruption or loss during the restoration process. 

Diversifying Your VMware Backup Storage Options 

Store your backups in multiple, secure locations to mitigate the risks of physical disasters. Leveraging cloud storage or off-site facilities for your VMware backup and restore strategy adds an additional layer of security and reassurance. 

Validating the Reliability of Your VMware Backup 

The effectiveness of a backup system is gauged by its ability to accurately and efficiently restore data. Regularly test your backups to verify their integrity and confirm that data can be retrieved reliably. Make this verification an integral part of your backup routine. 

Advanced VMware Backup Strategies 

While the aforementioned steps lay the groundwork for a robust backup process, delving into advanced considerations can further fortify your backup strategy: 

  • Snapshot Management: Manage and prune old snapshots to prevent excessive consumption of disk space.
  • Backup Automation: Investigate automation options to achieve a more consistent and error-free backup process.
  • Disaster Recovery Integration: Integrate your backup strategy with a comprehensive disaster recovery plan, which should include off-site backups and a detailed restoration plan. 

Catalogic DPX for Streamlined VM Backups 

Catalogic DPX excels in the VMware backup space with its all-encompassing approach to data protection. Its integration with VMware vSphere environments is flawless, ensuring comprehensive and efficient backups. DPX’s features are designed to minimize downtime and maximize resource utilization, presenting a solution that aligns with the current and future needs of IT professionals. 

Simplifying VMware VM Backup with Catalogic DPX 

Backing up VMware virtual machines is a cornerstone of data protection and business continuity. By adhering to best practices and leveraging tools like DPX, organizations can shield their virtual environments from a variety of threats. As technology progresses, our data protection methods must evolve to ensure that our VMware VMs are secure and recoverable. 

For more information on Catalogic DPX and its advantages for your VMware vSphere data protection strategy, reach out to Catalogic Software at or schedule a demo. 

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04/30/2024 0 Comments

Instant VM Recovery on VMware vSphere: A Comprehensive User Guide

Downtime in the IT world is akin to a flat tire on a busy highway; it’s unexpected, inconvenient, and slows down your journey to your destination. For IT professionals, ensuring the wheels of virtual environments keep turning, especially in VMware infrastructures, is paramount. The key to a smooth ride? Instant recovery options that act like a pit crew, getting systems back up to speed with minimal delay. 

The Essentials of Instant Recovery for VMware vSphere

Instant recovery is a non-negotiable feature in the modern IT landscape. It’s the process that allows virtual machines (VMs) to be brought back online rapidly after a failure. By skipping the time-consuming data transfer to primary storage, it is possible to achieve this by running the VM directly from the backup storage. The result? A dramatic reduction in Recovery Time Objectives (RTOs). 

Consider a financial services firm that processes thousands of transactions per hour. A VM failure could mean significant financial loss. With instant VM recovery, the VM can be back online within minutes, ensuring that transactions continue to flow smoothly. 

Snapshots for Instant VM Recovery 

The process begins with the backup application creating a snapshot of the VM, which captures its state and data at a specific point in time. In the event of a failure, the backup software can instantly boot the VM from this snapshot within the backup storage.

Users and applications can access the VM while it’s still running from the backup location. Meanwhile, the backup software works in the background to migrate the VM back to the primary storage. This seamless process ensures that operations can continue with little to no downtime. This solution has a wide range of benefits like: 

  • Reduced Downtime: By enabling rapid restoration of services, instant recovery minimizes the impact of outages on business operations. 
  • Enhanced Flexibility: It allows IT teams to perform system maintenance and updates with less concern about prolonged downtime, knowing that they can quickly revert to a previous state if necessary. 
  • Improved Productivity: Minimizing downtime means less disruption for end-users, maintaining productivity levels across the organization. 

VM Replication and Failover 

Replication involves creating an exact copy of VMs on a secondary host. This replica stands by, ready to take over at a moment’s notice, ensuring that services continue without interruption. Failover is switching from the primary VM to its replica in case of a failure. Replication is a cornerstone of disaster recovery planning, ensuring that a recent copy of critical VMs is always available in a different location. 

Imagine a healthcare provider with critical patient data systems. If the primary VM hosting these systems fails, the replicated VM on a secondary host takes over without skipping a beat, ensuring that patient care remains uninterrupted. 

Beyond the Basics: Advanced Instant Recovery 

While the fundamental principles of instant recovery are straightforward, the technology is anything but basic. Advanced features like Changed Block Tracking (CBT) and application-consistent snapshots ensure that recovery is not only fast but also accurate, preserving the integrity of the data and applications. 

Catalogic DPX: Your VMware Safety Net 

Catalogic DPX fortifies VMware environments with swift, block-level data protection and instant VM recovery, ensuring minimal downtime. Its granular recovery options and replication capabilities provide precise and reliable data restoration, essential for maintaining business continuity.

With added defenses against ransomware and seamless cloud integration, DPX offers a comprehensive, user-friendly solution for safeguarding virtual infrastructures. This robust platform is tailored to meet the demands of dynamic IT ecosystems, delivering peace of mind with its advanced, yet accessible, data protection features. 

Be Always Prepared with Catalogic DPX 

In the world of IT, preparedness is power. Instant recovery options empower organizations to face VM failures with confidence, knowing that their systems can be restored with minimal disruption. By leveraging tools like Catalogic DPX, businesses can ensure that their VMware environments are resilient, responsive, and ready for whatever comes their way. 

Interested in seeing how DPX can fortify your VMware environment? Reach out to Catalogic Software or schedule a demo to witness the resilience in action.

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04/30/2024 0 Comments

How to Backup Your Virtual Server(VM): A Simplified Beginner’s Guide

Swapping out physical servers for their virtual counterparts isn’t just a tech upgrade—it’s a whole new game. Virtual machines (VMs) offer the same flexibility, efficiency, and cost savings you’re used to, but in a sleek, digital package. However, securing this new virtual landscape is another story. This blog cuts through the complexity of data protection, offering clear, actionable steps to fortify your VMs against threats. Get ready to master the art of virtual security with ease.

Understanding Virtual Server

A virtual server is a software-based server that functions on a physical server. This is along with other virtual servers through software commonly referred to as a hypervisor, which shares the physical resources between VMs. This architecture makes it possible for a number of virtual machines to run independently on one physical server; hence, the utilization of resources is done efficiently and at lower costs. 

The Importance of VM Backup 

VM backup is vital for several reasons: 

  • Disaster Recovery: VMs are equally exposed to these threats as the physical servers on which they are hosted, namely hardware failures, cyber security attacks, and errors caused by the human factor. 
  • Efficiency: VM backups offer a more efficient recovery process than traditional backup methods. 
  • Regulatory Compliance: Many sectors require data backups to meet legal and regulatory standards. 
VMware Backup Solution

VMware Backup Solution

VM Backup Methods: Two Principal Approaches 

  1. Treat VMs Like Physical Servers: This is the orthodox way of installing backup software agents within the VMs and treating the VMs just as you would your physical servers. It is simple and, however, has a downside where several virtual machines can be simultaneously backed up, therefore creating a performance hitch. 
  1. Hypervisor-Level Backup: A relatively new way is the backing up of VMs at the hypervisor level. It is more effective in computing and reduces the overhead on VM performance. It uses technologies like Windows’ Volume Shadow Copy Services (VSS) in making consistent backups. 

What is VSS and Why is it Important? 

Windows Volume Shadow Copy Service (VSS) is vital for creating application-consistent backups. It ensures that even if data is being used or changed during the backup process, the backup version will be consistent and reliable, crucial for applications like SQL Server or Exchange. 

Specialized Backups for Hypervisors: The Future of VM Protection 

With the advancement of technology, backup solutions have evolved to offer specialized options for VMs, utilizing APIs provided by hypervisor vendors. These solutions enable efficient, application-consistent backups that are integral for modern data protection strategies. 

Final Thoughts: Making VM Backup Part of Your Data Protection Strategy 

As virtual servers continue to dominate the IT landscape, having a solid backup and recovery strategy is more important than ever. By understanding the basics of VM operation, the significance of hypervisor-level backups, and the role of technologies like VSS, organizations can ensure their data remains secure, compliant, and recoverable, no matter what challenges arise. 

Protecting your virtual servers may seem daunting at first, but by breaking down the process into manageable steps and understanding the key technologies involved, even those without a technical background can ensure their digital assets are well-protected. 

To see more about how Catalogic helps VM users protect their VMs, check this BLOG.

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04/11/2024 0 Comments

Comparing VMware Backup and Replication: Understanding the Differences and Benefits

In our previous blog note titled Exploring VMware Backup Options: Enhancing Data Protection with Catalogic DPX,  we delved into the various backup solutions available for VMware environments and how Catalogic DPX can elevate your data protection strategy. Building on that foundation, let’s now examine the critical differences between replication and backup within VMware vSphere environments and why it’s essential to distinguish between the two for a robust data protection plan.

The Essence of VMware Replication and Backup

At first glance, replication and backup might seem like two sides of the same coin—both are, after all, about safeguarding data in VMware and vSphere environments. However, the devil is in the details, and those details significantly impact how IT professionals approach data protection in VMware vSphere environments.

Replication is akin to having a real-time mirror of your data. It’s about creating an exact copy of your virtual machines (VMs) and keeping that copy in sync within VMware environments. This continuous synchronization ensures that, in the event of a disaster, the system can switch to a replica with minimal downtime. The key characteristics of replication include:

  • Real-time Data Mirroring: Replication ensures that any changes made in the primary VM are immediately reflected in the replica, making it a critical component of VMware disaster recovery strategies.
  • High Availability: It’s the go-to strategy for achieving minimal downtime and ensuring business continuity in VMware and vSphere environments.
  • Rapid Recovery: In case of a failure, the system can quickly switch to the replica, significantly reducing the recovery time objective (RTO), a crucial metric in disaster recovery.

Backup, on the other hand, is the process of creating a historical copy of your data at specific intervals within VMware environments. These snapshots are stored and can be used to restore data to a particular point, should the need arise. Unlike replication, backups are not about real-time mirroring but about safeguarding against data loss over longer periods in VMware vSphere environments. Key aspects of backup include:

  • Point-in-Time Snapshots: Backups capture the state of a VM at a particular moment, providing a historical record of data within VMware environments.
  • Data Recovery: In the event of data corruption or loss, backups can be used to restore data to its original state, an essential aspect of VMware data protection.
  • Flexible Retention Policies: Backup strategies allow for customized retention policies, ensuring that data is kept for as long as necessary, based on compliance requirements or business needs in VMware and vSphere environments.

The Differences between VMware Backup and Replication

Understanding the nuances between replication and backup requires a closer look at their core characteristics in the context of VMware vSphere and disaster recovery:

  • Objective: Replication’s primary aim is to reduce downtime and ensure quick recovery, making it ideal for mission-critical applications in VMware environments. Backup focuses on data preservation, allowing for recovery from data corruption, user errors, and catastrophic failures in vSphere environments.
  • Data Currency: Replicated data is current, often lagging just seconds or minutes behind the live environment in VMware vSphere. Backups, however, can be hours, days, or even weeks old, depending on the backup schedule.
  • Storage Requirements: Replication demands more storage space and resources, as it maintains a ready-to-launch copy of VMs in VMware environments. Backups are more storage-efficient, especially when leveraging deduplication and compression technologies in vSphere environments.
  • Recovery Point Objective (RPO) and Recovery Time Objective (RTO): Replication boasts a low RPO and RTO, making it suitable for applications where data loss and downtime must be minimized in VMware vSphere environments. Backups typically have higher RPOs and RTOs but offer more flexibility in recovery options.

Choosing between replication and backup—or more accurately, finding the right balance between them—is a strategic decision in VMware and vSphere environments. It involves weighing the criticality of applications, data loss tolerance, recovery time requirements, and budget constraints. In many cases, a hybrid approach that employs both replication for critical systems and backup for less critical data strikes the optimal balance in VMware data protection strategies.

Catalogic DPX: A Unified Solution for Replication and Backup in VMware Environments

Catalogic DPX stands out as a solution that appreciates the nuanced needs of VMware vSphere environments. Whether it’s achieving near-zero RTOs with replication or ensuring long-term data retention with backup, Catalogic DPX is the trusted solution for IT professionals navigating VMware backup and replication.

  • Seamless Integration: Effortlessly integrates with VMware vSphere environments, ensuring a smooth data protection journey.
  • Flexible Data Protection: Offers both replication and backup capabilities, allowing businesses to tailor their data protection strategy in VMware environments.
  • Efficient Recovery: Whether it’s rapid recovery with replication or historical data retrieval with backup, Catalogic DPX ensures that your data is always within reach in VMware and vSphere environments.

Build Robust Backup Strategies with DPX

The debate between replication and backup is not about choosing one over the other but understanding how each one fits into a comprehensive data protection strategy in VMware vSphere environments. As we’ve explored, replication and backup serve different, yet complementary, purposes in the quest to safeguard data in VMware environments.

For those navigating the complexities of VMware vSphere data protection, Catalogic DPX offers a versatile and powerful tool. It’s designed to meet the demands of modern IT environments, providing peace of mind through both replication and backup capabilities.

Interested in seeing Catalogic DPX in action? Reach out to Catalogic Software at or schedule a demo to explore how it can enhance your VMware vSphere data protection strategy.

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04/09/2024 0 Comments

Exploring VMware Backup Options: Enhancing Data Protection with Catalogic DPX

In the virtualization world, VMware is one of the key players, offering a robust platform for managing virtual machines (VMs) across various settings. Given the importance of the data and applications housed within these VMs, having a solid backup plan is not just advisable—it’s essential. This note will highlight the array of available VMware backup options, highlighting their distinct features and advantages. We’ll also examine how Catalogic DPX steps in to refine and elevate these backup strategies. 

Best VMware Backup Options for Data Protection 

The spectrum of VMware backup options presents a variety of mechanisms, each with its own set of advantages tailored to maintain data integrity, reduce downtime, and enable rapid recovery in the face of disruptions. Understanding these options is key to developing a robust backup strategy that protects data and aligns with the organization’s operational goals. 

Snapshot-Based Backups 

Snapshot-based backups in VMware are akin to taking a point-in-time photograph of a VM, which includes its current state and data. This method is quick and can be useful for temporary rollback purposes, such as before applying patches or updates. However, snapshots are not full backups; they depend on the existing VM files and can lead to performance degradation over time if not managed properly. Snapshots should be part of a broader backup strategy, as they do not protect against VM file corruption or loss. 

Agent-Based Backups 

Agent-based backups involve installing backup software within the guest operating system of each VM. This method allows for fine-grained control over the backup process and can accommodate specific application requirements. However, it introduces additional overhead, as each VM requires its own backup agent configuration and consumes resources during the backup process. This approach can be resource-intensive and may not scale well in environments with a large number of VMs. 

Agentless Backups 

Agentless backups offer a more streamlined approach by interacting directly with the VMware hypervisor to backup VMs without installing agents within them. This reduces the resource footprint on VMs and simplifies management. Agentless backups use VMware’s APIs to ensure a consistent state capture of VMs, which is crucial for applications that require a consistent backup state, such as databases. 

Incremental and Differential Backups 

Incremental backups capture only the changes made since the last backup, while differential backups capture all changes since the last full backup. Both methods are designed to optimize storage usage and reduce backup time by not copying unchanged data. They require an initial full backup and are particularly useful for environments where data changes are relatively infrequent. 

Cloud-Based and Off-Site Backups 

Cloud-based backups involve storing VM backups in a cloud storage service, providing scalability, flexibility, and off-site data protection. This approach is essential for disaster recovery, as it ensures geographic redundancy. Cloud-based backups can be automated and managed through VMware’s native tools or third-party solutions, ensuring secure and efficient off-site data storage. 

Integrating Catalogic DPX in VMware Backup Strategies 

Catalogic DPX is a standout data protection solution that seamlessly integrates with VMware environments, supporting both agent-based and agentless backups. It offers a flexible deployment according to the specific needs of the VMware infrastructure. 

Key features of Catalogic DPX include: 

  • Application-Aware Backups: A crucial backup tool for consistent backups of applications running within VMware VMs, especially important for databases and transactional systems. 
  • Block-Level Incremental Backups: A best VMware backup practice that minimizes storage requirements and accelerates the backup process by capturing only block-level changes. 
  • Instant Recovery: A key feature for disaster recovery, enabling rapid recovery of VMware VMs directly from backup storage, minimizing downtime. 
  • Global Deduplication: An efficient data protection solution that reduces storage consumption across all backups by eliminating redundant data. 

Catalogic DPX enhances VMware backup strategies by providing a comprehensive, efficient, and scalable backup solution. Its integration with VMware’s APIs and support for both physical and virtual environments make it a versatile backup tool for ensuring data integrity and availability. 

Use Catalogic DPX with VMware for Flexible and Reliable Backups 

Selecting the ideal VMware backup solution must be customized to the distinct needs of your virtual environment, taking into account recovery goals, storage needs, and the intricacies of operation. By integrating Catalogic DPX into your VMware backup and disaster recovery plan, you enhance your data protection strategy. Catalogic DPX’s cutting-edge features ensure efficient and dependable backups, along with rapid restoration.

Opt for DPX and consult our specialists for optimal results.

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03/29/2024 0 Comments

Migration to Proxmox VE from VMware: A Deep Dive into Backup Strategies and Cloud Integration

Selecting the right virtualization platform is a critical decision for IT departments aiming to boost efficiency, reduce costs, and scale operations effectively. With VMware and Proxmox VE leading the pack, each platform offers distinct advantages. Proxmox VE, with its open-source framework, is particularly appealing for its cost-effectiveness and flexibility. This contrasts VMware, a proprietary solution known for its comprehensive support and scalability, though often at a higher cost. Recent changes in VMware’s licensing, influenced by corporate decisions, have led some organizations to consider Proxmox VE as a more customizable and financially accessible option.

The Critical Role of Backup in Migration

Migrating from VMware to Proxmox VE necessitates a strategic approach, with data backup being a cornerstone of the transition. It’s crucial to maintain backups both before and after the migration for both virtualization platforms. Additionally, it’s necessary to retain backup data for a period, as VM administrators need to run test systems to ensure everything operates smoothly. This process highlights the differences in backup methodologies between VMware and Proxmox VE, each tailored to its respective platform’s architecture.

VMware vs Proxmox Backup

VMware vs Proxmox Backup Demo

VMware Backup vs. Proxmox VE Backup

For VMware environments, usually the backup software adopts an agentless approach, streamlining the backup process by eliminating the need for installing backup agents on each VM. This method leverages VMware vCenter and a virtualization proxy server to manage VMware snapshot processing and communication with the storage destination. It enables auto-discovery and protection of new or modified VMs, ensuring comprehensive coverage. Additionally, the backup software offers instant recovery options, including the ability to quickly map Virtual Machine Disk (VMDK) images back to the same or alternate VMs, significantly reducing downtime and enhancing data accessibility. The support for both physical and virtual environments underlines the backup solution’s versatility, catering to a wide range of backup and recovery needs.

In contrast, the approach for Proxmox backup with backup software is similarly agentless but specifically tailored to the Proxmox VE platform. It incorporates hypervisor snapshot management, enabling efficient backup and recovery processes. One of the features for Proxmox VE backups allows for incremental backups after an initial full backup, focusing only on changed data to minimize backup windows and storage requirements. Backup software also provides a disk-exclusion option, enabling users to exclude certain VM disks from backups. This can be particularly advantageous for optimizing backup storage by omitting disks that contain temporary or non-essential data.


The distinction between VMware and Proxmox backup strategies illustrates the tailored functionalities that backup software must provide to effectively cater to each platform. VMware’s solution emphasizes comprehensive coverage, instant recovery, and streamlined integration within a diverse and complex IT infrastructure. Meanwhile, Proxmox’s backup solution focuses on efficiency, flexibility, and the specific virtualization technologies of Proxmox VE, offering scalable and efficient data protection. This highlights the critical role of choosing a backup solution that not only matches the technical framework of the virtualization environment but also supports the strategic goals of the organization’s data protection policies.

Choosing the Right Backup Destination of Cloud

When it comes to selecting a backup destination, options abound, including disk, tape, and cloud storage. Based on our recent experience, many user choose to backup VMs onto the cloud, Wasabi Cloud Storage stands out for its affordability, reliability, and performance, making it an excellent choice for Proxmox VE backups. Its streamlined integration with DPX vPlus backup solutions offers scalability and off-site data protection, without the burden of egress fees or hidden costs.

Securing Proxmox VE Backups with Wasabi Cloud Storage

The process of backing up Proxmox VE to Wasabi Cloud Storage is straightforward, beginning with setting up a Wasabi storage bucket and configuring DPX vPlus to use Wasabi as a backup destination. This approach not only ensures secure and high-performance cloud storage but also leverages DPX vPlus’s reliable backup capabilities, providing a robust data protection strategy for your virtual infrastructure.


The transition from VMware to Proxmox VE, motivated by the desire for a more flexible and cost-effective virtualization solution, highlights the importance of a well-planned backup strategy. The comparison between VMware and Proxmox VE backup methodologies reveals the need for backup solutions that align with the specific requirements of each platform. Integrating Proxmox VE backups with Wasabi Cloud Storage through DPX vPlus offers a compelling solution, combining cost-efficiency with reliable data protection. For organizations contemplating this migration, understanding these differences and options is crucial for ensuring data integrity and system continuity.

For a detailed demonstration on integrating DPX vPlus with Wasabi for Proxmox VE backups, request a demo here.

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03/19/2024 0 Comments

Agent-based vs. Agentless Backup for VMs: Pros and Cons Analysis

Virtualization and Data Protection: Navigating the Advantages and Disadvantages of Agent-Based and Agentless Backups in Modern IT Infrastructures

Against this highly dynamic landscape of contemporary IT infrastructures, virtualization has indeed become the key initiative for businesses to gain flexibility, scalability, and efficiency. This paradigm shift has accentuated effective data protection strategies. From among the myriad of options available, two major methods of safeguarding virtual machines (VMs) stand out, which include agent-based and agentless backups. Each of the two has its pros and cons unique to them, and for that reason, businesses should always make sure they comprehend the differences for their decisions to be enlightened.

This synthesis attempts to make an encompassing view of both the advantages and disadvantages of the approaches helpful toward making the best-tailored strategy for data protection.

Agent-based Backup: Granular Control but Expensive

Agent backup solutions are the types of backups that require the installation of a dedicated software agent on every VM, giving control over the backup process.


  • Granular backup and recovery let the users take control of fine-grained objects that are being backed up—ranging from single files to full systems—so that they can design their backup strategy according to their needs.
  • Application-Specific Support: Best for critical, complex applications and databases, with a guarantee of application-consistent backups for important systems.
  • Enhanced Security: The security of data is improved by built-in security measures with VM deployments, adding one more layer of security to the agent-based backups.


  • Resource Heavy: The requirements by individual agents in each VM require an enormous amount of resources and could affect the performance of the system.
  • Management Complexity: Managing a huge number of agents across many VMs gives rise to administrative overheads.
  • Compatibility and Scalability Issues: This makes it difficult to maintain the scale since, to match the agents installed for any VM operating system, in addition to scaling up with the growing infrastructure requirements.

Agentless Backup: Simplifying Scalability and Management

Agentless backup solutions communicate directly with the hypervisor interface and do not need any software to be installed within the specific VMs.


  • Less overhead: Get rid of individually, inefficiently, with easy-to-manage agents, and reduce resource footprint on VMs.
  • Ease of Deployment and Scalability: The agentless backup deployments are so simple that it become particularly beneficial for large or fluid virtual environments; they easily accommodate new VM additions.
  • Comprehensive VM Coverage: Auto-discovery for new or modified VMs helps in automating the ensuring process of all parts of the virtual environment being protected without manual interventions.


  • Granularity at Risk: May not give an equal level of granular backup choices as agent-based solutions—potentially adding complexity to specific file or application recoveries.
  • Application Consistency Challenges: Applications running within VMs risk data integrity since it’s harder to get consistent backups of such applications in case of recoveries.
  • Dependent on Hypervisor Compatibility: The efficiency and capability of agentless backup solutions may greatly depend on the virtualization platform being used.

Hybrid Approach: Combining Strengths for Enhanced VMware Protection

For VMware environments, a hybrid strategy deploying both agent-based and agentless backups offers a complete solution. The first one undertakes an agentless approach to data protection for wide coverage with a minimum overhead, while the second approach brings in the use of agents for backup with the facility of granular control and application consistency. Features of instant VM recovery, support of complex applications, and resource efficiency are features that, in fact, should make such a flexible combination of methodologies stand out in features and general versatility.

Conclusion: Matching Backup Strategy to Business Case

It means the users would have to use the proper choice to navigate such complexities and understand all the details within the pros and cons of both these strategies regarding VM backup. While agent-based solutions offer detailed control and security, they come with higher resource and management costs. Agentless backups bring simplicity and scalability with the compromise of level of granularity and application-specific support. In businesses based on VMware, the above integrations with the two afford the respective strengths to have a well-rounded, all-inclusive, and flexible data protection solution in place. In conclusion, the choice between agent-based, agentless, or integrating both really should be in line with an organization’s specific needs, priorities, and their IT infrastructure, resulting in the best protection of their virtual environment.

Explore Both Approaches with Catalogic DPX

Catalogic DPX provides robust solutions for both agent-based and agentless VM backup approaches, enabling you to tailor your data protection strategy to your organization’s specific needs. To see these solutions in action and discover how they can enhance your data protection strategy, request a demo here.

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03/18/2024 0 Comments

Seizing Transformation in 2024: Masterfully Navigating VMware’s Licensing Evolution Post-Broadcom Acquisition

Broadcom’s Strategic Acquisition of VMware: Navigating the Evolving Technology Landscape 

Broadcom’s acquisition of VMware signifies a major shift in the tech industry, focusing on streamlined products, subscription models, revised pricing, and improved customer support. This strategy, emblematic of Broadcom’s adaptability, emphasizes flexibility in the changing market. CEO Hock Tan’s decision to divest VMware’s non-core units including EUC (end-user computing),  further aligns with this approach, prioritizing their core cloud services. 

From Perpetual to Subscription: A New Era for VMware 

Transitioning from traditional perpetual licenses to subscription models, Broadcom confronts customer and partner concerns regarding predictability and financial implications. To ease this transition, Broadcom is offering robust support and incentives, aligning with broader industry trends. However, this shift also raises questions about future pricing and support strategies, highlighting Broadcom’s strategy to establish predictable revenue streams through subscription licensing. 

Exploring Alternatives: Hyper-V, Nutanix, and Proxmox 

Amidst VMware‘s licensing model change, users are actively evaluating alternatives such as Hyper-V, Nutanix, and Proxmox. Hyper-V, a Windows-based hypervisor tightly integrated with Microsoft Azure Cloud, provides cost-effective and scalable solutions. Nutanix stands out for its hyperconverged infrastructure, offering ease of management and cloud-like capabilities. On the other hand, Proxmox VE, an open-source platform, is renowned for its scalability, flexibility, and cost-efficiency. 

Hyper-V is a Windows-based hypervisor that offers integration with Microsoft Azure Cloud. It is a cost-effective option, as it is a bare-metal hypervisor that does not require new hardware. Hyper-V also provides high availability and scalability.

Nutanix is a hyperconverged infrastructure (HCI) platform that offers simplified management and cloud-like capabilities. It also provides financial incentives for migration, such as discounts on its software and hardware. Nutanix Cloud Clusters facilitate the migration of apps and workloads to the cloud without the need for re-architecting or replatforming.

Proxmox VE is an open-source hypervisor that provides scalability and flexibility. It can support up to 32 nodes and 16,000 virtual machines in a single cluster. Proxmox VE also offers licensing cost savings.

The choice of platform depends on the specific needs and existing infrastructure of the organization. Organizations that need tight integration with Microsoft Azure Cloud should consider Hyper-V. Organizations that want simplified management and cloud-like capabilities, and that are willing to pay for these features, should consider Nutanix. Organizations that need scalability and flexibility, and that are budget-conscious, should consider Proxmox VE.

Catalogic’s Role in Seamless Migration 

As a data protection leader with over 30 years of experience, Catalogic has helped numerous customers navigate the migration process. While there are various third-party and vendor-provided migration tools available, backup remains a critical step in ensuring data integrity and business continuity during the migration journey. Catalogic’s DPX solution offers a streamlined approach for VMware backup through its Agentless VMware Backup feature, eliminating the need for agent installation and management on individual virtual machines. For Microsoft Hyper-V environments, Catalogic provides both DPX Block and Agentless options, simplifying backup processes and minimizing impact on production systems. DPX vPlus, an agentless backup and snapshot-management solution, caters to virtual environments and cloud, enhancing backup performance and automation, enabling efficient recovery testing, and delivering significant resource, time, and cost savings. With its agentless design and ability to integrate into Nutanix clusters, DPX vPlus optimizes backup performance and seamlessly integrates with Nutanix’s Changed Region Tracking feature, ensuring comprehensive data protection throughout the migration process.


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12/21/2023 0 Comments

Catalogic DPX 4.7.0 Introduces Hyper-V Agentless Backup and Much More

Catalogic DPX 4.7 release is full of exciting new DPX enhancements with the key new features being:

  • Hyper-V backup and recovery
  • Continued improvements to new HTML UI – With VMware Backup and Recovery now accessible in the new UI
  • Archive to Cloud for Block Level backups on vStor

Hyper-V Backup in the new UI

DPX now introduces a reliable native Hyper-V backup, offering backup and restore features to help you meet your recovery objectives. To maximize the success of your Hyper-V backups, Catalogic DPX offers key capabilities to ensure that your backups and restores are successfully completed the first time:

Fast backup and restore
Increase the speed and reduce the Hyper-V backup footprint by protecting only what has changed since the last backup.


Point in time restore
DPX Hyper-V full VM restore allows you to restore a VM from any point in time that it was backed up. The VM will be restored in the same state as it was during the backup and will appear on the Hyper-V host you selected for restore.


Hyper-V cluster support
If you have a Hyper-V cluster with multiple Hyper-V hosts, Catalogic DPX is able to properly back up all Guest VMs within your cluster, so that you don’t need to purchase the pricey Datacenter license of Microsoft System Center for Hyper-V cluster backup purpose.


Retention / versioning
Catalogic DPX allows you to set flexible retention policies, including daily, weekly, monthly, yearly policies to suit your IT audit and compliance needs.


Application-consistent backups
Provides application-aware processing, all in a single-pass, applications consistent snapshot backup of VSS-aware applications. This is the level of protection that you need to gain the flexible recovery your application needs.

VMware Backup in new UI

With DPX 4.7 we have started moving key user functionality to the new HTML5 User Interface beginning with VMware Agentless backup. The experience of creating VMware Agentless backup and recovery jobs has been redesigned to be a simpler more intuitive process. The new UI allows for creating backup and recovery jobs including setting retention time, schedule, and job options. The status of run jobs is also available in the new job monitor.

Archive to Cloud for Block Backups
Cloud archive from vStor now supports Block Backup as well as Agentless VMware backup.
The new Block archive from vStor supports incremental and differential transfers thereby eliminating the need to send the full data set to tape, disk directory or cloud every time.


vStor at rest volume encryption support
vStor Volume Encryption is based on ZFS technology for encrypting data at rest on a volume in vStor Server, ensuring that if the underlying device is repurposed, returned, misplaced, or stolen the data cannot be accessed without the encryption key.


vStor configuration backup and restore
vStor volume and pool configuration is backed up daily in a special configuration volume that can be replicated or archived further. In an event of a loss of the virtual appliance or a replacement of physical hardware, vStor configuration can be restored. Backup retention can be configured and be default lasts 14 days.


vStor performance improvements
UI is more responsive and snapshot creation is considerably quicker. Data deduplication can be enabled for a wider variety of data without significant performance degradation:

  • Pools with degraded performance can be treated with the deduplication table cleaning procedure
  • Ongoing deduplication table cleaning is enabled for all new pools with deduplication
  • System startup performance is improved by deduplication table preloading


Additional Features in this Release

  • Improved reporting in the new Management Interface
  • Adds multi-language support in the new Management Interface
  • CHAP authentication support for NetApp CDOT
  • Backup and recovery of vStor configuration in case of migration or disaster.


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01/05/2021 0 Comments