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Protection plans
Protection plans group workloads with their sites, replication schedule, recovery configuration, and boot order — the unit of replication and recovery.
- Product
- Easy Hybrid DR
- Version
- v2.0.3
- Last updated
- Updated
- Reading time
- 1 min read
Protection plans are the logical groups for protecting workloads. A plan defines the source and target sites, the VMs to protect, their boot order, the replication schedule, and the per-VM recovery configuration. Replication, test recovery, failover, migration, and failback all run against a named plan.
Plans are created through an eight-step wizard — the full walkthrough is in Create a plan. This page covers what a plan contains, the plan dashboard, and the actions available on a configured plan.
What a plan defines
| Element | Purpose |
|---|---|
| General | Plan name, protection (source) site, and recovery (target) site. |
| Virtual machines | The VMs to protect. On VMware sources, CBT is enabled automatically on selection. |
| Recovery configuration | Per-VM instance type, storage, network, and platform-specific options used to create the recovered instance. |
| Boot order | Recovery order and per-step boot delay for dependent workloads. |
| Replication configuration | Start time, replication interval (RPO), encryption on wire, compression, dedupe, and reverse-replication options. |
| Scripts | Pre/post replication and recovery scripts at plan and VM level. |
| Point-in-time checkpoints | Optional checkpoint schedule and retention for point-in-time recovery. |
Plan dashboard
Click a plan's name to open its dashboard. It surfaces:
- Protection and recovery site details.
- Virtual machines — protected machines (size, disks, OS, last run time, recovery status) and their recovery configurations, with per-VM edit actions.
- Configuration — the settings chosen during plan creation.
- Point-in-time checkpoints — available and preserved checkpoints. On the target site, checkpoints can be preserved (protected from expiry) or deleted.
- Replication jobs and point-in-time jobs — per plan, per VM, and per disk. See Jobs.
Plan actions
Actions are context-sensitive: they depend on the plan's state and on whether you are viewing the plan on the protected or the recovery site.
On the source site
| Action | Behavior |
|---|---|
| Start | Starts replication for selected VMs. Requires a reason for the audit trail. |
| Stop | Stops replication — either allow running replications to complete, or stop immediately. Stopping a subset of VMs sets the plan to Partially Running. |
| Edit | Add or remove VMs (removal completes on the next successful iteration), modify recovery/boot/replication/checkpoint/script configuration, or resync disk replication to re-replicate entire disks. |
| Download Playbook | Exports the plan configuration and current state as a playbook file. |
| Remove | Deletes the plan (must be stopped, with no running jobs). Optionally also deletes associated recovery instances and checkpoints from the target infrastructure. |
On the target site
| Action | Behavior |
|---|---|
| Test Recovery | Non-disruptive recovery into an isolated environment. See Recovery testing. |
| Recover | Full recovery (failover) of protected VMs. See Failover. |
| Migrate | Final cutover migration of workloads. See Easy Migrate. |
| Reverse | Reverse replication back to the original source (failback). Enabled after a full recovery. See Failback. |
| Cleanup Recoveries | Lists test-recovered and recovered copies eligible for cleanup and deletes them from the infrastructure. Cleanup runs as jobs visible under Recovery jobs. |
| Refresh Recovery Status | Re-validates recovery job status against the actual instance state in the platform. See Status check. |
Replication and RPO behavior
The replication interval defines the RPO target. Each iteration replicates changed blocks; the jobs view shows whether each VM is in-sync within the configured interval. The dashboard RPO widget aggregates plan health. Sizing the interval against bandwidth and change rate is covered in the Scale and performance guide.
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