SIRIS, ALTO, and NAS: Booting a Target Machine with Datto Utilities

Topic

This article provides the steps required to boot a target machine into the Datto Utilities environment from a USB drive.

Environment

Datto Utilities

Description

Prerequisites

This article assumes that you have already imaged a USB stick with Datto Utilities. If you have not already done this, see the article Imaging a USB Drive with Datto Utilities.
If the Datto appliance is using a second NIC to communicate to another subnet specifically or another network, they both must meet the networking requirements in the Troubleshooting Network Issues section, below.
To avoid networking and transport issues, Datto recommends ensuring that only one NIC on the target hardware has a connection to the Datto device.

Procedure

On the target machine:

Plug the USB drive into the target machine.

If you are imaging or restoring physical hardware, Datto recommends using the USB ports that have a direct connection to the motherboard. You can often find these ports on the back of the machine. For best performance, use a USB 2.0 port or better.
If you are imaging or restoring a virtual machine, you will need to enable USB passthrough or attach the Datto Utilities ISO to the virtual machine as a logical drive.

If the target machine cannot natively boot from USB, you can use Plop Boot Manager (external link) to enable USB support. While Datto cannot provide support for the use of Plop Boot Manager, the application has historically produced reliable results.

Boot the target machine into its BIOS or Motherboard Firmware (UEFI) settings. Configure it to boot from the USB drive. Depending on your motherboard and how the BIOS handles the boot process, you may need to disable the UEFI Secure Boot feature as well. After configuring your settings, reboot the production machine.

If you imaged the Datto Utilities USB drive with UNetbootin (external link), you might need to select Default Mode when the production machine boots.

When the target machine finishes booting, you will see the prompt shown in Figure 1. Select Boot and persist changes.

Figure 1: Boot and persist changes (click to enlarge)

The Datto Utilities environment will attempt to autoconfigure networking via DHCP. If the environment cannot obtain an IP address, you will see a prompt to configure networking manually, as shown in Figure 2.

When you finish configuring networking, click Connect. To save the configuration changes and return to the main menu, click Next.

Figure 2: Network Configuration (click to enlarge)

Following a successful network check, you will see the Checking for Updates message shown in Figure 3. Allow the environment to download and apply updates.

Figure 3: Datto Utilities updater (click to enlarge)

If the updater is unable to complete and exits with a failure state of "Error during stick update: Unable to determine if stick is out of date," it means the imager was unable to reach Datto's servers to check for updates. You will need to resolve any issues in the production environment, which may be preventing the target machine from configuring networking. Make sure that the target machine's environment meets the Datto Business Continuity & Disaster Recovery Networking and Bandwidth Requirements. Then, click Retry.

Bypassing the update process may cause the imaging process to fail.

When the updates complete, the page will redirect to the Datto Utilities application menu. Select the application you would like to launch.

Figure 4: Datto Utilities application menu - standard version (click to enlarge)

Figure 5: Datto Utilities application menu - Cloud Continuity version (click to enlarge)

Next Steps

Select the process you are performing to continue:

Troubleshooting Network Issues

If the Datto device does not appear when booting:

Make sure the Datto device is on the same IP scheme as the target hardware.
Make sure the network has proper routing.
Make sure the Datto device is using the same public IP address as the target hardware.