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Level 6
Partner    VIP    Accredited Certified


Using Backup Exec to backup virtual environments that use Hyper-V 2 (Windows Server 2008 R2) as hypervisor may be not as simple as it first looks.

In this paper I want to cover some of the reasons why partners and customers struggle getting reliable backups in those environments, especially when using clustered Hyper-V installations.


Clustered Shared Volume (CSV)

When you use Hyper-V in a clustered environment you will, in almost every environment, use Clustered Shared Volumes (CSVs) to mount your virtual machines.

Without going into deep detail, CSV is an add-on to NTFS that allows the access from multiple computers to the same storage volume, at the same time. This means, that multiple hypervisors can host their virtual machines on the same volume.

To prevent conflicts every CSV has an owner assigned who decides which computer may access which block on the volume at a given time.

In Windows Server 2008 R2 CSVs are only supported in Hyper-V environments and may not hold any other data, than those used for virtualization.


Snapshotting a virtual machine in Hyper-V 2 means that the machine’s memory is dumped on the hard drive of the hypervisor and that the virtual hard drive (VHD) of the machine is set to read only. In addition, a new hard drive file with the extension .AVHD is created and any future changes to the hard drive are written to that file.
If you take a second snapshot from that machine, the memory is dumped once again, the first .AVHD file is set to read only and a second .AVHD file is created.

So far there should be no issues; the process is similar to the way other hypervisors, like VMware behave. The difference (and the problematic part) is during the snapshot removal:

When you remove a snapshot via the Hyper-V management console, the snapshot is deleted from the console, but the .AVHD files remain on the disk. They are only removed, when you shut down the virtual machine. And when I say shutdown, I mean shutdown – powered down/off, a simple reboot/restart of the machine does not remove the files.

Only when the machine is really powered off, Hyper-V is able to merge the .AVHD file(s) into the VHD file and remove the .AVHD files.

With this caveat in mind it’s easy to understand that it might me not a good idea to use VM snapshots for backup purposes. (Unless you want to allow your backup software to shut down your virtual machines right after the backup has finished…)

So, what Backup Exec has to do to circumvent this caveat, is to do the snapshots not per VM but instead per volume, which means per CSV by using VSS technologies on the hypervisor itself.

Redirected Access

Redirected access means, that traffic to a CSV is not written directly to it by the use of Fiber Channel or whatever link the servers have to the storage, but is instead forwarded to the CSV’s owner via LAN and then written by the owner to the disc on behalf of the original server.

This technology is used if a server loses its entire connection to the storage, i.e. because someone pulls all the Fiber Channel cables at the same time. Instead of having all the VMs hosted on the crashing server, the server just redirects the data stream via LAN to the owner of the CSV.

There is another situation where Redirected Access is used by Hyper-V. This is when there is the need to take a snapshot from one of the CSVs. When the command for taking a snapshot is received by the CSV’s owner, the server sets the CSV into Redirected Access, blocking all other servers from directly accessing the Volume. When this is done, the snapshot is taken.
When the snapshot is deleted again, the server automatically removes the flag Redirected Access from the CSV allowing the other servers to access the volume again in a direct way.

Backup Example 1 (simple)


In this example, there is a VM named A that is hosted on Hyper-V node A and has its VHDs laying on CSV 2.

When the backup is started Backup Exec contacts the Cluster to find out which node is responsible for the VM. Backup Exec then contacts the node and asks for a snapshot of the volume(s) that host the files belonging to that particular VM.

In this example, Server A would be asked to do a snapshot of CSV 2.
To be able to do so, Server A needs to be the owner of CSV 2, so the first step is to move CSV 2 to Server A. This is done without the need for a downtime, so the VMs will not be impacted.
After the ownership is corrected Server A sets CSV 2 to Redirected Access taking the snapshot and forwarding the data for the backup to Backup Exec.
When the backup job is finished the snapshot is cleaned up and the Redirected Access mode is removed from the volume.

Backup Example 2 (still simple)


In this second example we also have two VMs on our cluster. We also have a backup strategy that forces us to backup both VMs at the same time in two different jobs. (Remember, this is just an example to show you some potential problems)

The backup of Hyper-V A will run the same way as in the first example and the backup of Hyper-V B is even more simple, since Server B is already the owner of the CSV that holds the data to be backed up.

So in this example, there shouldn’t be any real problems.

Let’s move on to the next one…

Backup Example 3 (getting more difficult)


We have the same amount of VMs, as with example 2. The difference is that someone created a second hard drive for Hyper-V B and put it on CSV 2.

So, the backup of Hyper-V A is running the same way, as it did before and all the time.

But, when we’re trying to backup Hyper-V B, Server B needs to move the ownership for CSV 2 to himself to be able to create the snapshot. Since the backup of Hyper-V A is running and therefore CSV 2 is in Redirected Access, this move cannot be done. So Server B has to wait that the backup of Hyper-V A finishes and Server A is removing the Redirected Access for CSV 2, before the backup of Hyper-V B can be started…

Backup Example 4 (real life)


In real life, we do find multiple VMs per host and quite some of those VMs have multiple VHDs on the CSVs.

Without going into details, have a look at the picture above and imagine, how you would need to setup your backup jobs to assure, they are not affecting each other.

Solution (or at least a way to get it running)

After trying lots of ideas and monitoring quite a lot of jobs, the best (and only) solution I found to solve the dependency problem in Hyper-V is to strictly sort the machines and their resources.

So try to put the files for all machines that are hosted on Server A to a dedicated CSV, set Server A as the owner of that volume and create a backup job for all machines on that CSV. Do the same with the machines hosted on Server B and so on:


This will prevent the servers from the need to wait for other servers to finish their backups and will allow you to successfully run multiple backup jobs at the same time (one per CSV).


The newly released Version of Windows Server, Windows Server 2012 also brings a new version of Hyper-V with it: Hyper-V 3.0.

In Hyper-V 3 one the most important feature (at least from a backup perspective) is the ability to do online merge of snapshots. This means, that the AVHD files created at the time where the snapshot is taken, are removed from the disk, when the snapshot is deleted from the virtual machine.

Level 2
Partner Accredited

Excellent article Oliver!

Hope we'll get support for Hyper-V 3.0 soon, no more redirections with CSV backups...


MCP, are you using invisible writing? cool

Employee Accredited Certified

Great article Oliver - please register for our beta and you'll get a chance to update the article for Hyper-V3!


And yes JTOL - my original comment was written in invisible ink. Great gag. :)



Level 3

+1. Very impressive Oliver.

I want to get more into Hyper-V but have delayed it until BE supports Hyper-V 3. I have one in production but am currently doing Symantec System Recovery 2013 inside the guest. Can't wait for the beta. 

Level 6
Partner    VIP    Accredited Certified

Hi Mikko,
of course did we register for the beta program and can't wait to start testing the new features.

All the best to Florida :)


Level 3
many thanx to u friend for spending time in sharing these... excellent and is resourceful
Level 3

glad to know backupexec2012 supports newer hyper-v... it is gud that wejust need to upgrade from 11d to protect our virtualized dc.

we assumed Backeupexec might not able to protect hyperv... but this article makes our presumtion false.

thank u oliver for ur kind help

Level 3
rrokkz backup exec newer version is amazing... you can check on gogle or youtube. or symantec tv. on whats new.. newer interface is just like office ribbon style... bit of unformtable for 2-3 days.. but after that u wud get used to it... it should be best backup product in it's class....
Level 2
Partner Accredited


At the moment, Backup Exec does not support Windows Server 2012 Hyper-V. You still have to wait some time if you're going to use BE to backup newer Hyper-V. Of course, you have option to backup virtual machines running on 2012 Hyper-V using Backup Exec agent, if you're running supported operating systems.

2008 R2 Hyper-V is supported, 2012 Hyper-V is not supported yet.

Not applicable

Will Backup Exec Work on Windows 8  running File History, or must File History be disabled before using Backup Exec?



Level 6
Partner    VIP    Accredited Certified

Hi Dave,

right now, there's no support for Windows 8 in Backup Exec. But you can already register for the Beta program to see the new features as soon, as they arrive.

Just go to and register there.


Level 5

Good article,
for good luck I'm in an implementation of Hyper-V and had many doubts.

A move on!

Level 4

Hi Oliver

The article is very useful for backup administration. It help me more understand about snapshot of Hyper-V on cluster environment. To optimize backup not easy. You need monitoring, modify policy, and especially when you troubleshoot or fix problem, you must know about operation principle.

I hope that You will post more article in next time.


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Last update:
‎01-09-2017 05:07 AM
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