Setting up backup policies

After you create a policy, you can assign them to applications so that application data is backed up in the specified frequency and stored in the defined storage, such as object storage or in place snapshot. You can set up backups for applications of the local cluster from the Applications page. To setup backup for applications of both hub and spoke clusters, go to Backed up applications page.

Set up policies from the Applications page

Before you begin

For backup and restore to work, you must create volume snapshot class.

About this task

The high-level steps to set policies for applications are as follows:
  1. Go to the Applications page.
  2. Select one or more applications for which you want to assign a backup policy.
  3. Assign one or more policies for the selected applications, and click Assign. You can also initiate an immediate backup.

Procedure

  1. Go to Applications from the menu.
    For applications that do not have backup policy set, the Backup status columns of these records show No policy. If a policy is assigned, the name of the policy is displayed in the Policies column. If more than one backup policy is assigned to the application, the number of policies is displayed.
  2. Select the check box from the Name column or click ellipsis menu and select Assign backup policy in the Policies column to assign a backup policy to a single application with no policy assigned.
    Note: If there are no policies assigned before, select the policy provider either Backup & Restore or Backup & Restore (legacy).
    To assign a policy to multiple applications, select the checkboxes in the Name column for the applications to which you want to assign the policy, and click Assign policy. The Assign policies window gets displayed and click Continue.
    The Assign backup policy slide out pane gets displayed.
  3. In the Assign backup policy slide out pane, the Backup & Restore is selected by default as a policy provider and you can assign one or more backup policies to the selected application.

    The details of all available backup policies are displayed, such as location, locationtype, frequency, retention, and time.

  4. Select Run backup now check box.
  5. Click Assign to assign a backup policy.
    In the Applications page, you can observe that the Backup status of the selected application shows as Not backed up for applications that have not got backed up yet. After the backup set up is done, the Backup status of the selected application changes to Completed with a green check mark. Also, the Last backup time shows the backup time.

    Now you can check the status of your job from the Jobs tab.

Set up policies from Backed up applications page

Before you begin

As a prerequisite, you must have created policies.
  • Ensure one or more policies exist.
  • If you want the application VMs to be backed up and restored, then you need to ensure that the following prerequisites are met:
    • Bare Metal cluster is available
    • OpenShift Virtualization feature is installed from the Operator Hub of OpenShift® Container Platform console.
    Note: Support is available VMs based on Filesystem PVCs (PersistentVolume has the volumeMode: Filesystem defined). From 2.8 release, the Block mode volumes (volumeMode: Block) support is available as a technical preview.

    Recipes for VMs are not supported.

Ensure you are aware of the Backup & Restore service related issues before you protect your applications. For more information about issues and how to resolve them, see Troubleshooting Backup & Restore service issues.

Procedure

  1. Go to Backup & Restore > Backed up applications.
  2. Click Protect apps.
    The Protect applications wizard page gets displayed.
  3. In the Select applications page, select a Hub or Spoke cluster on which you want to backup your applications.
    After you select the cluster, the number of unprotected applications on the cluster gets displayed. The applications table populates only unprotected applications and does not display applications that are already protected.
    Note: Applications using remote Global Data Platform storage are not supported for Backup & Restore.
  4. Select your application record(s). You can also select the entire list all together.
  5. Click Next.
    The Assign policies wizard page gets displayed. The table includes Name, Location, Type, Frequency, Time, Retention, and Backup now column headings. The Type indicates the supported providers, such as Microsoft Azure, IBM Cloud®, S3 compliant object storage, Amazon Web Services, and Storage protect.
  6. Select policies to assign to the applications. You can select a single to all policies for assignment.
  7. Optionally, you can turn on the Backup now toggle for a record to immediately start the backup.
  8. Click Assign.
    After the validation is successful, a success notification message is displayed. You can go to the Backed up applications page and search the applications table for the newly selected applications.