# Test restore

## Creating & running a test restore backup plan

{% stepper %}
{% step %}
Log in to [**XMS**](#user-content-fn-1)[^1], go to the **Restore** tab (**Plans** > **Restore**) and click the **+ Add plan** button in the top toolbar.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FJRHXgUmrCCCIo8xOc2Ov%2Fimage.png?alt=media&#x26;token=8a368199-d7cc-4aab-b107-0ea89305d88c" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Define the name of the backup plan, then click **Select storage** and choose the storage containing the **VMware** backup.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FENyO4gLbJ572FogbZaZJ%2Fimage.png?alt=media&#x26;token=7718bf87-0e25-4f9c-96f8-5cb67d05eb5e" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
In the **Choose item** section, select the resource to restore data from.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2F2HxbVZLz6VlA5V1IoQdb%2Fimage.png?alt=media&#x26;token=ae25a32c-db9a-4fa1-8db2-3ed4a2219fb0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Next, choose a **backup plan** from the list (the system will automatically select the latest backup). Then, select one of the two restore type options:

1. **Whole machine** — this option restores the entire machine’s data to **VMware** from the backup. Selecting this option lets you choose the [transport method](https://helpcenter.xopero.com/xopero-one-en/backup-and-recovery/virtual-machines/vmware/recovery/broken-reference): **Automatic (recommended)**, **HotAdd**, or **LAN**. You can also reduce network bandwidth for the restore operation.

{% hint style="warning" %}
This method sends all data to the **VMware** host, so ensure there is enough space to perform the test restore.
{% endhint %}

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FwLsFnR6l6JxUMSMVBlsu%2Fimage.png?alt=media&#x26;token=c2ef85d6-11fa-40c5-8550-cdeeddaa8101" alt=""><figcaption></figcaption></figure>

2. **Instant restore** — restores the machine using mounted disks that run directly from the backup (via **iSCSI**). This method skips sending data, making it much faster. Specify the device and port to expose the resource through the **iSCSI** target.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FCtUrD0mwp0fB6iXFNi9l%2Fimage.png?alt=media&#x26;token=9db30c3b-f29a-4592-8d02-aa16a459c00a" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Make sure the selected **agent** has access to the chosen storage. If it doesn’t, or you need to change it, click the **Change** button at the bottom.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2F3P6LnNSEzSv5nl3aCEWi%2Fimage.png?alt=media&#x26;token=b65f8e5d-c4a2-4e16-bd21-68b5f4214e90" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
After selecting the restore type, the restore options aside will appear. You can restore the virtual machine to its original location or connect it to a different one:

{% hint style="danger" %}
When defining the machine name, make sure it doesn’t duplicate an existing name, or check the **Create copy if the machine already exists** option.&#x20;
{% endhint %}

1. **Original location** — the **original location** option automatically applies all settings from the backup, restoring the virtual machine to the same **ESXi**/**vCenter**, datastore, compute resource, and VM folder, with the same virtual network configuration. The only setting you can modify is the VM name.
2. **New location** — this option allows you to manually choose the location to which the VM will be restored and adjust additional settings:
   1. **VMware environment** — this field allows you to select the **ESXi** host or **vCenter** where the data will be restored (the list displays only servers that are connected to **Xopero ONE**).&#x20;
   2. **Compute resource** — lets you choose the compute resource infrastructure to process the recovered data.
   3. **Datastore** — the location where the virtual machine files will be stored. **Xopero ONE** operates within the selected **VMware** environment.
   4. **VM folder** — lets you select the specific directory on the datastore where the VM will be restored.
   5. **Virtual network** — allows you to select your virtual network resource.
      {% endstep %}

{% step %}
In the verification section, you can define how long the system should wait while restoring and booting the virtual machine (the process of starting the computer and loading the operating system after restoration). You can also enable options to power on the virtual machine, take a screenshot after startup for verification, and delete the machine after a successful restore.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FOYSwFRu1EnTFGIZJm0zS%2Fimage.png?alt=media&#x26;token=f63c65c4-6f20-4cc2-b79f-79a7366ff5b5" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Define when the plan should be executed. You can also exclude specific hours using the backup window and enable the option to not suspend the plan during the restore process.
{% endstep %}

{% step %}
In **Advanced settings**, you can configure error handling and set the number of task retries in case of an error.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FRC8PPUwe5hYAqVV8K5Tu%2Fimage.png?alt=media&#x26;token=f8af8381-aabc-4bcb-91f3-5af2f213ad59" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}
Save the plan and wait for it to run on schedule, or click **Save & run** to start it immediately. You can monitor active test restore tasks in the **Tasks** tab.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FBOOQVoUIuhUOwFvXTn66%2Fimage.png?alt=media&#x26;token=63b59a4f-5daa-4c0c-983f-dc9c9e554914" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

***

## Task results

You can verify the correctness of the completed test restore task in the **Tasks** tab.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2Fij6lC3TpSvAB4hUds9aS%2Fimage.png?alt=media&#x26;token=f2ee609b-9781-46b5-8b3d-c3872f2b16f6" alt=""><figcaption></figcaption></figure>

Click the **task details** <img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2F5WMOkRsHQiiURCoVyYYf%2Fimage.png?alt=media&#x26;token=7c712e2f-9163-4e3f-85c9-f8f4287a49f7" alt="" data-size="original"> button on the right to view additional information, such as a screenshot of the restored machine.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FrnGm7jiQoF4cfPIPAeNS%2Fimage.png?alt=media&#x26;token=9e474deb-5ac5-4fdd-b41c-88a5cb277c32" alt=""><figcaption></figcaption></figure>

***

## Email notifications

In addition to the task summary, you can enable email notifications with the recovery task summary. To receive them, go to ⚙ **Settings**, open **Email notifications**, and then select the **Restore verification summary** option.

<figure><img src="https://319733277-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0CBTl43C3OO6ySL1DJ6k%2Fuploads%2FLqPTNSSqzJO8eDoJvtSc%2Fimage.png?alt=media&#x26;token=1bfa3a39-7669-442c-9604-7ed849586248" alt=""><figcaption></figcaption></figure>

[^1]: Xopero ONE Management Service