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Druva Documentation

Manage backup policy

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

Overview

A backup policy is a set of rules that defines the schedule for automatic backups which occur on virtual machines configured for backup. You can create a backup policy and assign it to one or more server groups. After you assign backup policy to a server group, data from the servers is backed up according to the schedule defined in the associated backup policy.

Configuring a backup policy helps Phoenix administrators simplify management of data backups across multiple virtual machines.

Note: Backup operations follow the time zone of the backup proxy.

Backup policy defines parameters such as,

  • The start time of the automatic backup.
  • Duration for which the automatic backup should continue.
  • The bandwidth at which the automatic backup should transfer data from virtual machines to Phoenix Cloud.
  • Preference for auto-enabling Changed Block Tracking (CBT) and VMware tools quiescing.
  • Maximum number of retries for a failed backup and the duration between each retry.

In this section

Best practices

Best practices provide you an idea on how you can design or create a backup policy that shall fulfill your requirement.

Follow these best practices when creating a new backup policy to backup virtual machines in your environment.

  • Phoenix supports backup of SQL server, File server, and VMware server. Backup policies are configured and assigned to server groups. Phoenix administrators must create separate backup policy for each server type, that is, separate backup policy for SQL server groups, separate backup policy for File server groups, and separate backup policy for VMware server groups.
  • It is recommended that Phoenix administrators should create separate backup policies depending on criteria like number of virtual machines and the frequency of data change on those virtual machines. You can create as many backup policies as required.
  • The schedule in a backup policy can depend on the following:
    • Volume of data on virtual machines.
    • Availability of bandwidth for data transmission to Phoenix Cloud.
      Examples
      • If the data change in a server group containing virtual machines is infrequent, you can create a backup policy that includes bi-monthly backups and assign it to this server group.
      • For server groups, where the virtual machines have high volumes of data activity, you can create a backup policy that includes weekly backups.
  • If you expect a large dataset during backups, you can schedule longer backups to run during off-peak hours, such as weekends, while allowing for small-sized backups during off-peak hours within the work day.
    Example
    You can create a backup policy that defines a schedule of an 8-hour long backup to run at night time, or on weekends. Or you can also configure a backup policy that defines short-burst backups to run in between, after every third day.
  • You can also consider changing a backup policy configuration at regular intervals.
    Example
    You might create a backup policy to include three automatic backups. You can update this policy later, to include more backups, depending on the virtual machine data needs.

Note: The exact backup policy configuration depends on the data needs of your virtual machines and your organization's policies. If you must, you can update backup policies frequently. To create backup policies that are best-suited for your environment, ensure that you are aware of your data needs and organizational policies. If you require assistance, contact Druva Support

Add a backup policy

Add or create new VMware backup policy based on your organization needs to backup virtual machines based on different schedules.

Note: Alternatively, you can copy an existing VMware backup policy and modify it to suit your needs. For more information, see Copy a VMware backup policy.

Procedure

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click Manage > Backup Policies. Manage Backup Policies page with existing list of backup policies appears.
  3. Click Add Backup Policy, located at the top-right corner of the page. Add Backup Policy wizard appears.
  4. Provide the following general information for the new VMware backup policy,
    Field Description
    Name Type a name for this backup policy.
    Description Type a description for this backup policy.
    Policy Type Select ‘VMware’ as the policy type.
  5. Click Next.
  6. Under VMware Settings, specify the following preference,
    1. Select Auto-enable CBT check box. Druva recommends that you enable Changed Block Tracking (CBT) for VMware backups. For more information about CBT, see Changed Block Tracking.
    2. Select Enable VMware tools quiescing check box. VMware tools quiesces applications using Microsoft VSS to ensure application consistency. For more information, see VMware tools Quiescing.
      Note: By default, the Auto-enable CBT and VMware tools quiescing options are enabled.
  7. Click Next.
  8. Under Backup Schedule, specify the following settings, keeping in mind to minimize the end-user impact of the backup.
    Field Description

    Start at

    Select the off-peak time, in 12 hour format, when you want backups to start.

    Note: Backup operations follow the time zone of the backup proxy.

    Duration

    Set the duration for how long the backup should run. Type the number of hours.

    Example

    If you set Start at to 01:00 AM and you set duration to 6 hours, backups from your server start at 01:00 AM and stop at 07:00 AM, even if they do not complete.

    Bandwidth

    The maximum bandwidth that each virtual machines can consume while backing up data to Phoenix.
    • For scheduled backup, the job will consume the assigned bandwidth.
    • However, for manually triggered backup, the job will consume the available bandwidth on your network.
    Repeat on Select the days on which the automatic backups should occur at the specified time.
  9. Click Add More to add multiple schedules. Repeat Step 8 as many times as the number of schedules that you want to create.
  10. By default, the Ignore backup duration for first backup option is enabled. When this option is enabled, it ignores the specified backup duration until the first backup job is complete. First backup job is complete when the first restore point is created.  You can disable this option to enforce backup duration for the first backup job.
  11. By default, Automatic Retry check box is enabled. Keep it selected, if you want Phoenix to automatically retry failed backup attempts. Automatic backup retries will occur only between the scheduled duration specified in Step 8.
    1. Specify Max. number of retries, in number, that Phoenix should attempt for failed backups. By default, the maximum number of retries is set to 2 attempts.
    2. Specify Wait interval before each retry, in Minutes, that Phoenix should wait for automatic retries for failed backup. By default, the wait interval before each retry is set to 10 minutes.
  12. Click Finish to add or create this backup policy.

Backup policy is created and listed on Manage Backup Policies page.  Click the name of VMware backup policy to view its details. The backup policy can now be assigned to a server group, which defines the backup schedules for the VMware servers part of that server group.

Update a backup policy

You can update an existing VMware backup policy anytime as per your requirements. You can update details such as the backup schedule and preferences for VMware settings such as Auto-enable CBT and VMware tools quiescing.

Update backup schedule in a VMware backup policy

To update backup schedule,

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click Manage > Backup Policies. Manage Backup Policies page with existing list of backup policies appears.
  3. Click the VMware backup policy for which you want to update the schedule. Backup policy details appear.
  4. In the Schedule area, click Edit. The Update Server Backup Schedule page appears.
  5. On the Update Server Backup Schedule page, update the following details as per your requirement,
    Field Description

    Start at

    Select the off-peak time, in 12 hour format, when you want backups to start.

    Note: Backup operations follow the time zone of the backup proxy.

    Duration

    The duration after which the automatic backup should stop. Type the number of hours.

    Example

    If you set Start at to 01:00 AM and you set duration to 6 hours, backups from your server start at 01:00 AM and stop at 07:00 AM, even if they do not complete.

    Bandwidth The maximum bandwidth that each virtual machines can consume while backing up data to Phoenix.
    • For scheduled backup, the job will consume the assigned bandwidth.
    • However, for manually triggered backup, the job will consume the available bandwidth on your network.
    Repeat on Select the days on which the automatic backups should occur at the specified time.
  6. Click Add More to add multiple schedules. Repeat Step 5 as many times as the number of schedules that you want to create. To delete a schedule, click the delete icon next to the schedule. If you have only one schedule defined, you cannot delete it.
  7. By default, the Ignore backup duration for first backup option is enabled. When this option is enabled, it ignores the specified backup duration until the first backup job is complete. First backup job is complete when the first restore point is created.  You can disable this option to enforce backup duration for the first backup job.
  8. By default, Automatic Retry check box is enabled. Keep it selected, if you want Phoenix to automatically retry failed backup attempts. Automatic backup retries will occur only between the scheduled duration specified in Step 5.
    1. Specify Max. number of retries, in number, that Phoenix should attempt for failed backups. By default, the maximum number of retries is set to 2 attempts.
    2. Specify Wait interval before each retry, in Minutes, that Phoenix should wait for automatic retries for failed backup. By default, the wait interval before each retry is set to 10 minutes.
  9. Click Save, to preserve the modifications made to this backup policy.

Backup policy is saved with the modified settings.  The server groups to which this policy is associated, now will run backups based on the updated schedule.

Update VMware settings

You can update the following VMware settings as per your preference,

  • Auto-enable CBT - By default, the Changed Block Tracking (CBT) is enabled in the backup policy. The Auto-enable CBT feature provides a way to automatically enable Changed Block Tracking (CBT) for configured virtual machines through Phoenix instead of an administrator doing it manually. For more information, see Changed Block Tracking.
  • VMware tools quiescing - By default, the VMware tools quiescing is enabled in the backup policy. VMware Tools is an optional set of drivers and utilities provided by VMware to enhance the performance of the guest operating system on a virtual machine and improve interaction between the guest and the host server. For more information, see VMware tools Quiescing.

Note: By default, the Auto-enable CBT and VMware tools quiescing options are enabled.

Update auto-enable CBT setting

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click Manage > Backup Policies. Manage Backup Policies page with existing list of backup policies appears.
  3. Click the VMware backup policy for which you want to update VMware settings. Backup policy details appear.
  4. In the VMware settings are, click Edit. Edit VMware settings page appears.
  5. Select or clear the Auto-enable CBT check box based on your preference.
    Note: It is recommended to have CBT enabled.
  6. Click Save to preserve your changes to the backup policy.

Backup policy is saved with the modified settings.  The server groups to which this policy is associated, now will run backups based on the updated VMware settings.

Update VMware Tools Quiescing setting

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click Manage > Backup Policies. Manage Backup Policies page with existing list of backup policies appears.
  3. Click the VMware backup policy for which you want to update VMware settings. Backup policy details appear.
  4. In the VMware settings area, click Edit. Edit VMware settings page appears.
  5. Select or clear the Enable VMware tools quiescing check box, based on your preference.
  6. Click Save to preserve your changes to the backup policy.

Backup policy is saved with the modified settings.  The server groups to which this policy is associated, now will run backups based on the updated VMware settings.

Copy VMware backup policy

Instead of creating a new VMware backup policy and defining each and every setting again, you can copy an existing VMware backup policy, and update only the required parameters according to your requirements. When you copy a backup policy, the newly-created backup policy details are identical to the policy that it was copied from.

Prerequisites

There must be at least one existing VMware backup policy defined in your Phoenix environment.

Procedure

  1. On the Phoenix Management Console menu bar, click Manage > Backup PoliciesManage Backup Policies page with existing list of backup policies appears.
  2. Select an existing VMware backup policy, which you want to make a copy of, from the listed backup policies.
  3. Click Copy, located at the bottom of the Manage Backup Policies page. The Copy Backup Policy window appears.
  4. Under New Backup Policy Details,
    1. Selected backup policy displays the name of the backup policy selected for copy.
    2. In the New backup policy name, type a name for this new backup policy.
    3. In the Description area, type a description for this backup policy.
  5. Click Copy.

Backup policy is created with settings similar to the original backup policy and listed on Manage Backup Policies page. Click the name of the backup policy to view its details. You can edit the settings as per your requirement and save it. You can then assign the backup policy to a server group, which defines the backup schedules for the VMware servers part of that server group.

View list of server groups associated to a backup policy

To view list of server groups associated to a backup policy,

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.
  2. On the Phoenix Management Console menu bar, click Manage > Backup PoliciesManage Backup Policies page with existing list of backup policies appears.
  3. Click the VMware backup policy for which you want to view the list of associated server groups. Backup policy details appear.
  4. In the Server Groups area, you can see the list of associated server groups.
  5. Click on the server group name to view its details.

Remove a backup policy

Only a cloud administrator can remove or delete a VMware backup policy from the Phoenix environment based on the following criteria,

  • The VMware backup policy you intend to remove must not be associated with any of the server groups.
  • If the VMware backup policy you intend to remove is associated with any of the server groups, then you must update the server groups and associate them to a new backup policy. To update a server group, see Update a server group.

Prerequisites 

  • You must be a cloud administrator.
  • The VMware backup policy you intend to remove must not be associated with any of the server groups. 

Procedure

  1. On the Phoenix Management Console menu bar, click All Organizations, and then select the required organization from the drop-down list.

  2. On the Phoenix Management Console menu bar, click Manage > Backup PoliciesManage Backup Policies page with existing list of backup policies appears.
  3. Click the VMware backup policy that you want to remove. Backup policy details appear.
  4. Click Remove Backup Policy. A dialog box appears asking for your confirmation.
  5. Click Yes.

If the prerequisites mentioned earlier are satisfied, backup policy is removed from Phoenix. Else, you must take appropriate steps to satisfy the criteria and then try again.