Step-by-Step Setup: Macrium Reflect Server Plus Edition for Virtual and Physical ServersMacrium Reflect Server Plus Edition is built for businesses that need reliable imaging, rapid recovery, and advanced tools to manage both physical and virtual servers. This guide walks through planning, installation, configuration, imaging, verification, and recovery for both physical and virtual environments, with best practices to ensure your backups are robust and restorations are quick.
1. Overview & Planning
Before installing Macrium Reflect Server Plus Edition, define objectives and constraints:
- Backup objectives: Recovery Time Objective (RTO) and Recovery Point Objective (RPO).
- Scope: number and type of servers (Windows Server versions, physical hardware models, hypervisors).
- Storage targets: local disk, network share (SMB), NAS, SAN, or cloud storage (via mapped drive or third-party connectors).
- Licensing: ensure Server Plus Edition covers the number of servers and virtual machines you plan to protect.
- Networking & security: firewall rules, SMB permissions, service account credentials, and encryption/key management.
- Maintenance window & testing schedule: schedule initial full backups and regular verification.
2. System Requirements
- Supported OS: modern Windows Server editions (check Macrium’s compatibility matrix for specific versions).
- Disk space: enough for images and working space (consider retention policies).
- RAM & CPU: dependent on server workload; imaging is CPU- and I/O-intensive during backups.
- Network: reliable LAN connectivity for backups to network storage.
3. Preparing the Environment
- Create a dedicated backup account with local admin rights (or use an appropriate service account).
- Create target folders on backup storage; set appropriate NTFS and share permissions.
- Disable or configure third-party backup software to avoid conflicts.
- If imaging virtual machines, ensure the hypervisor tools (VM Guest Additions/Integration Services) are updated.
4. Download & Install
- Download Macrium Reflect Server Plus Edition installer from your Macrium account.
- Run the installer as an administrator.
- Follow prompts: accept license, choose installation path, and select features (ensure Reflect Image Guardian if included is enabled for ransomware protection).
- Activate your license after installation using the license key.
5. Initial Configuration
- Launch Macrium Reflect with administrative privileges.
- Set global options: temporary folder location, log retention, and email notifications (SMTP settings).
- Configure Advanced Settings: image verification defaults, backup file naming conventions, and AES encryption passphrases if needed.
- If using Macrium Site Manager, connect the agent to your Site Manager server for centralized management.
6. Creating Rescue Media
Rescue media lets you boot failed servers to restore images.
- Open the Rescue Media wizard.
- Choose WinPE version (compatible with server hardware).
- Add network drivers if necessary (especially for RAID or NICs not supported by default).
- Include Macrium ReDeploy if you plan hardware-independent restores.
- Build ISO and either burn to USB or save to accessible network location.
- Test booting at least one physical and one virtual server using the rescue media.
7. Creating Your First Image (Physical Server)
- Select the server’s disks/partitions in Macrium Reflect.
- Click “Image this disk” and choose target location (local/SMB/NAS).
- Configure backup scheme:
- Full backup schedule (e.g., weekly fulls).
- Incremental/differential between fulls to meet RPO.
- Retention rules to manage storage consumption.
- Enable image verification after creation.
- Enable AES encryption and password if backups contain sensitive data.
- Save the backup definition file and schedule task via Windows Task Scheduler (Macrium will create the scheduled task automatically).
- Run the job and monitor logs for errors.
8. Creating Images for Virtual Machines
For VMs you have two main approaches:
- Agentless snapshot (hypervisor-level) — use hypervisor tools (e.g., VMware snapshots) and export; managed externally.
- In-guest imaging (recommended with Server Plus) — install Macrium inside the guest OS.
Agentless considerations:
- Use hypervisor-native backup or third-party integrations to ensure application-consistent snapshots for databases.
In-guest imaging steps:
- Install Macrium Reflect inside the VM.
- Follow the same Image this disk steps as for physical servers.
- If VMs are hosted on shared storage, store images on a centralized backup share.
For Hyper-V:
- Use VSS-aware backups; ensure Integration Services are functioning for app consistency.
For VMware:
- Ensure VMware Tools are updated; for consistent snapshots, quiescing may be needed.
9. Using Macrium ReDeploy for Hardware/Platform Changes
Macrium ReDeploy allows restoring an image to dissimilar hardware:
- After restoring an image via rescue media, run ReDeploy from the rescue environment.
- Install appropriate mass storage and network drivers.
- Recreate boot configuration if necessary and reboot.
- Test boot and validate device drivers.
10. Verification & Testing
- Always verify images immediately after creation (enable automatic verification).
- Periodically perform full restores to test RTO and ensure integrity.
- Test Active Directory, SQL Server, Exchange restores where application consistency matters.
- Document recovery steps and store them with the backup definition.
11. Automation & Central Management
- Use Macrium Site Manager for centralized scheduling, monitoring, and reporting across multiple servers.
- Configure email alerts for job failures, low disk space, and verification errors.
- Automate retention policies and offsite replication (copy images to a secondary location).
12. Best Practices
- Keep rescue media and encryption keys/passwords securely stored and accessible to authorized staff.
- Use encryption for backups containing sensitive data.
- Keep at least one full backup offsite (physical or cloud) to protect against site-wide disasters.
- Document and version your backup and restore procedures.
- Regularly update Macrium Reflect and rescue environment to include latest drivers and fixes.
- Monitor storage usage and adjust retention as needed.
13. Troubleshooting Common Issues
- Failed jobs: check Windows Event Viewer and Macrium logs; verify permissions to target share.
- Driver issues in rescue environment: add drivers in Rescue Media builder.
- Slow backups: exclude pagefile and hibernation files, ensure network throughput, and schedule backups during low I/O windows.
- Boot problems after restore: run ReDeploy and fix BCD using bootrec if needed.
14. Example Backup Schedule (Small Business)
- Weekly full images (Sunday 2:00 AM).
- Daily incrementals (Mon–Sat 2:00 AM).
- Monthly full kept for 12 months.
- Weekly fulls kept for 3 months.
- Local daily retention: 14 days; Offsite monthly retention: 12 months.
15. Conclusion
Following this step-by-step approach with Macrium Reflect Server Plus Edition ensures reliable backups and fast recoveries for both physical and virtual servers. Regular verification, secure rescue media, clear documentation, and centralized management are key to meeting business RTO/RPO goals and maintaining operational resilience.