Setting default options for conversion to virtual machine jobs

Last published : Apr 02, 2026
You can set default options for all conversion to virtual machine jobs. However, you can override the default options for individual jobs.
To set default options for conversion to virtual machine jobs
  1. Click the Backup Exec button, and then select Configuration and Settings.
  2. Select Job Defaults, and then selectConvert to Virtual.
  3. Select the default schedule options that you want conversion to virtual jobs to use:
    To schedule conversion to virtual jobs to run at a specific time Do the following\:
    - Select According to schedule .
    - Click the arrow in the Source field to select either all backups or the most recent full backup as the source to initiate the conversion.
    - Select Recurrence , and then select the arrow to set the recurrence pattern.
    To create conversion to virtual jobs without scheduling them Do the following\:
    - Select According to schedule .
    - Click the arrow in the Source field to select either all backups or the most recent full backup as the source to initiate the conversion.
    - Select Create without a schedule . When you use this option, the job does not run at the time of creation and it does not have a recurring schedule. The job remains in a pending state until you choose to run it. You can use a third-party job automation or task scheduling tool to run the job later.
    To run the conversion immediately after the backup job completes Select Convert to virtual immediately after source task completes .
  4. (Optional) In the left pane, select Notification , and then select the recipients who should receive notifications about conversion to virtual jobs.
  5. In the left pane, select Conversion Settings.
  6. In the Convert for field, select either Hyper-VorVMware ESX/vCenter server.
  7. Configure the conversion options:
    If you selected Hyper-V in step 6 Do the following to configure the conversion options\:
    - Click the arrow in the Hyper-V server name field, select the name of the server where you want to create the virtual machines, and then click Add .
    - In the Destination drive or path field, enter the location on the physical computer where the virtual disks should be created. Enter a drive letter and path.
    - If you want to enable Backup Exec to overwrite a virtual machine if a virtual machine with the same name already exists, verify that the Overwrite the virtual machine if it already exists option is selected. If this option is not selected and the virtual machine name already exists, then the job fails.
    - In the Full path of Hyper-V Integration Components ISO image field, enter the location of your Hyper-V Integration Components ISO image. The ISO image is needed to make the virtual machine bootable. Note: This option is not available for Hyper-V servers that run on Windows 2016 or later. Such Hyper-V servers install integration services directly on the virtual machine either through a Windows update or a user-initiated download.
    If you selected VMware ESX/vCenter server in step 6 Do the following to configure the conversion options\:
    - Click the arrow in the ESX/vCenter server name field, and click the name of the server where you want to create the virtual machines.
    - Click the arrow in the Logon account field, and then select the appropriate logon account for the server that you selected.
    - If you want to enable Backup Exec to overwrite a virtual machine if a virtual machine with the same name already exists, verify that the Overwrite the virtual machine if it already exists option is selected. If this option is not selected and the virtual machine name already exists, then the job fails.
    - In the Full path of VMware Tools ISO image field, enter the location of your VMware Tools ISO image. The path should be accessible with the default credentials. The path should also be local to the Backup Exec server. The ISO image is needed to make the virtual machine bootable. Note: In a CAS environment, this path should be local to the managed Backup Exec server to which the job is targeted.
  8. Click OK
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