Establishing a data protection environment

After you sign in to HYCU for Azure, you must establish a data protection environment in which data will be effectively protected.

Consideration

Keep in mind that the role you have assigned determines what kind of actions you can perform. For details on roles, see “Managing roles”.

Establishing the data protection environment involves the following tasks:

Task	Instructions
Recommended. Configure service principals.	“Configuring service principals”
Determine the scope of data protection.	“Determining the scope of data protection”
Only if you plan to use manually created storage accounts. Add an Azure storage account to HYCU for Azure as a target.	“Setting up targets”
Decide for predefined policies or create custom ones.	“Defining your backup strategy”
Only if you plan to run the pre-snapshot and post-snapshot scripts, to exclude individual disks from the backup, or to restore individual files. Configure virtual machine backup options.	“Configuring backup options”
Only if you plan to run the pre-snapshot and post-snapshot scripts, or to restore individual files. Assign credential groups to virtual machines.	“Enabling access to virtual machines”

The following flowchart shows the tasks that you need to perform to establish your data protection environment:

Figure: Establishing a data protection environment

After the data protection environment is established, data protection can be accomplished in several ways to fulfill your particular business needs.