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Appendix A: Sample Terms of Reference (TOR)

VM (Virtual Machine) Backup Solution

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Managing Information Technology
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Abstract

This appendix shows a practical Terms of Reference which may be used as a framework for tendering IT projects.

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Correspondence to Francisco Castillo .

List of Functional Requirements

List of Functional Requirements

Item

Requirements

Comply (yes/no)

Remarks/Work Around Substitution

1

Backup and replication solution in a single product

  

2

Leverage vSphere API (Application Programming Interface) for Data Protection

  

3

Integrate and leverage on Changed Block Tracking

  

4

Agentless deployment without the need to install individual agents inside each Guest VMs

  

5

Full support for VMWare ESX and ESXi editions

  

6

Ability to backup via vCenter or directly from individual ESX or ESXi servers

  

7

Support for LAN-free data backup

  

8

Support for thin and thick provisioned VMs

  

9

Provide a centralized web-based enterprise console to monitor and manage all the backup servers with dashboard statistics view

  

10

Ability to add datastore object as a dynamic container for backup which will include new VM when it is added into the datastore during backup job run

  

11

Ability to exclude specific virtual disk for backup as per VM selected in a backup job

  

12

User profiling to allow role segregation to perform full administration, backup operations, backup viewing only, or restore operations

  

13

Customizable block size for optimal deduplication across different networks (SAN, LAN, WAN)

  

14

Deduplication and compression bundled in software without additional option to purchase

  

15

Ability to utilize forward and reverse incremental backup methodology

  

16

Ability to utilize full backup methodology

  

17

Ability to provide application-consistent backups (utilizing Microsoft Visual Source Safe or VMware Tools)

  

18

Support for continuous job schedule to immediately start the backup job once upon completion to provide near-Continuous Date Protection (CDP)

  

19

Backup VM can be manually or automatically removed from the backup image file to reduce backup storage space

  

20

Single, consistent method of image-level backup but provides granular full or item-level recovery

  

21

Ability to perform full VM restoration and Guest OS file-level recovery

  

22

Ability to perform application-item level recovery (for MS SQL, MS Exchange, MS Active Directory, and other applications)

  

23

Ability to perform transaction log pruning after successful backup of VM running MS SQL

  

24

Automated verification of backup images by starting up required VMs, checks performed on VM, OS and Application to ensure integrity without the need of human intervention. Verification report to be emailed automatically to administrator can be configured

  

25

Provide near-CDP-level replication bundled in software without additional option to purchase

  

26

Ability to create isolated environment for on-demand Sandbox with required VMs running for testing/troubleshooting. In addition, this isolated environment will be able to interact with the production environment

  

27

Offsite storage of backups with built-in WAN acceleration

  

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Castillo, F. (2016). Appendix A: Sample Terms of Reference (TOR). In: Managing Information Technology. Springer, Cham. https://doi.org/10.1007/978-3-319-38891-5_10

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  • DOI: https://doi.org/10.1007/978-3-319-38891-5_10

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  • Publisher Name: Springer, Cham

  • Print ISBN: 978-3-319-38890-8

  • Online ISBN: 978-3-319-38891-5

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