Backup service instances

The IBM Cloud® Backup and Recovery UI provides access to a list of available service instances, and detailed views from the backup policy management dashboard.

Details of an instance

  1. You must be logged in to your IBM cloud account and have an active IBM Cloud® Backup and Recovery instance.
  2. View the details of an instance by either:
    • clicking on it to launch into the backup policy management dashboard, and clicking launch dashboard, or
    • click the overflow menu to the right of your instance, and select launch dashboard.
      • the overflow menu also includes the option to rename the instance, edit tags, and delete the instance
  3. The dashboard displays a quick glance of getting started, health, protection, compliance, data source connections, and recoveries.

Summary

View Description Action
Getting started - Connect Sources
- Create backup policies
- Setup a connection
- Register a source, and create backup policies and protect your sources.
Health Displays active alerts within the last 24 hours Click the panel to open a new page that displays the Alerts, Alert Analytics, Notifications Settings, and Resolution Summary
Protection Percentage of objects protected
Compliance Last run status that met BCO and missed BCO ?
Data Source Connections and Connectors Create data source connections to establish connectivity between your sources and this data source.
A connection consists of one or more virtual servers that move data between your data sources and IBM Cloud Backup.
Click New Connection
Recoveries Displays recoveries within 24 hours Indicates recoveries that:
- Succeeded
- have a Warning
- Failed
- are Running
- have been Canceled

Health

View Description Action
Alerts Displays the number of critical, warning, and healthy alerts Alerts can be filtered by Severity: Critical, Info, Warning
Active +1: Active, Note, Resolved
Date Range: Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days, Custom(Start Date - End Date)
Alert Analytics Displays recent alerts and resolutions - Filter by Open Alerts or Resolved Alerts
- Open Alerts by Category
Notification Settings blank Add Alert notification Rule:
1. Create a rule name
2. When by Alert Category, Alert Severities, Alert Name
Select to send an Alert notification with a webhook: Include URL (POST request is sent on the URL by using cURL command) and (Add parameters to be sent with cURL command )
Resolution Summary Provides a summary of the resolution

Each alert has a severity rating that indicates the seriousness of the problem:

  • Critical – Immediate action is required because it detects a severe problem that might be imminent or major functionality is not working, such as a missing VM backup.
  • Warning – Action is required, but the affected functionality is still working, such as the restore task failed due to some external target connectivity, some credentials issues or both.
  • Healthy – No action is required.

For more information, see Alerts.

Protection

Displays protection groups that are found by group type, groups, policy, BCO, status. Indicates number that succeeded, have a warning, failed, running, canceled, met BCO, missed BCO.

View Description Action
Group Type Select by Databases or Physical Servers Databases: Select Oracle, Microsoft SQL, SAP HANA x86-x64
Physical Servers(file based)
Deleted Deleted
Failover Ready
Local
Paused
Policy Type Bronze
Gold
Silver
BCO Type Met BCO
Missed BCO
Status Running
Succeeded
Warning
Failed
Canceled
Canceling
Paused
Backup, Replication, Archival, CloudSpin
" "
" "
" "
" "
" "
" "

Protection status can be sorted by group, start time, duration, success/error, BCO.

Add New protection from the drop-down for databases and physical server.

  1. Click Protect and choose databases or physical server
  2. Select MS SQL server, Oracle database, or SAP HANA:
    • MS SQL server options: add objects, protection group, policy, backup type, and more options to add a registered source to protect
    • Oracle database options: add objects, protection group, policy, and more options to add a registered source to protect
    • SAP/HANA options: add objects, protection group, policy, and more options to add a registered source to protect
  3. Select Physical server:
    • File-based: add objects, protection group, policy, and more options to add a registered source to protect

New Protection

  1. Complete the required input for the fields in the table.
  2. Click Protect to create a new protection.
Protect Type Description Action
Add objects Database: MS SQL Server, Oracle DB, or SAP HANA
Physical Server: File-based
Register source Search or click to add a registered source by creating a Data Source connection. Click to Continue.
Protection group Database: MS SQL Server, Oracle DB, or SAP HANA
Physical Server: File-based
Name the Protection Group Add a name of your choice
Policy Database: MS SQL Server, Oracle DB, or SAP HANA
Physical Server: File-based
Add or create a policy Bronze, Gold, Silver
Create Policy: Name the policy, Determine backup every minute, hour, day, week, month and determine data retention
Backup Type (VDI-based) Database: MS SQL Server For VDI backups, the backup and restore retention requirements are identical to SQL native dumps.
This means that you need to perform a full backup, incremental backup (equivalent to SQL
Server Differential backup), and T-log backups for PIT recoveries.

For example, if you have a retention requirement of 7 days for an SQL Server DB backup, your VDI
protection job policy should can ensure that the retention period that encompasses the full and
incremental retention period is greater than 7 days. Similar to SQL native dumps, a full and
incremental backup is required for restore. Setting the retention period for longer than 7 days to
encompass the full, incremental, and even t-log backups will can ensure that there is no hole in the recovery when using VDI.
Click Protect
More options Database: MS SQL Server, Oracle DB, or SAP HANA
Physical Server: File-based
Source: Db SQL, Db Oracle, Db SAP HANA?
Physical Server: File-based
Search or click to add a registered source by creating a Data Source connection. Click to Continue.

Compliance

Last run status that met BCO and missed BCO. PENDING: missing page showing compliance status, currently defaults to the same page as protection.

Recoveries

Displays recoveries that succeeded, have a warning, failed, are running, or have been canceled.

View Description Action Sort
Succeeded Select by Recovered From, Recovery Type, Succeeded or Days Select Recovered From: Cloud Archive, Local or Tape Archive
Select Recovery Type: Files and Folders, Instant Volume Mount, Kubernetes, Microsoft SQL, Oracle or Physical Server
Select from Succeeded: Choose all that apply by Status, Migration Status, or VM Migration Status
Select Days: Choose and apply by Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days or Custom
Sort by Recovery Task, Start Time, Status and Duration
Warning Select by Recovered From, Recovery Type, Warning or Days Select Recovered From: Cloud Archive, Local or Tape Archive
Select Recovery Type: Files and Folders, Instant Volume Mount, Kubernetes, Microsoft SQL, Oracle or Physical Server
Select from Warning: Choose all that apply by Status, Migration Status, or VM Migration Status
Select Days: Choose and apply by Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days or Custom
Sort by Recovery Task, Start Time, Status and Duration
Failed Select by Recovered From, Recovery Type, Failed or Days Select Recovered From: Cloud Archive, Local or Tape Archive
Select Recovery Type: Files and Folders, Instant Volume Mount, Kubernetes, Microsoft SQL, Oracle or Physical Server
Select from Failed: Choose all that apply by Status, Migration Status, or VM Migration Status
Select Days: Choose and apply by Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days or Custom
Sort by Recovery Task, Start Time, Status and Duration
Running Select by Recovered From, Recovery Type, Running or Days Select Recovered From: Cloud Archive, Local or Tape Archive
Select Recovery Type: Files and Folders, Instant Volume Mount, Kubernetes, Microsoft SQL, Oracle or Physical Server
Select from Running: Choose all that apply by Status, Migration Status, or VM Migration Status
Select Days: Choose and apply by Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days or Custom
Sort by Recovery Task, Start Time, Status and Duration
Failed Select by Recovered From, Recovery Type, Canceled or Days Select Recovered From: Cloud Archive, Local or Tape Archive
Select Recovery Type: Files and Folders, Instant Volume Mount, Kubernetes, Microsoft SQL, Oracle or Physical Server
Select from Canceled: Choose all that apply by Status, Migration Status, or VM Migration Status
Select Days: Choose and apply by Past Hour, Past 12 Hours, Past 24 Hours, Past 7 Days, Past 30 Days or Custom
Sort by Recovery Task, Start Time, Status and Duration

Data protection

The Data Protection lists the Protection, Recoveries, Sources and Policies that you can add and monitor for your service instance.

Protection

Use the protection configuration window to create a Protection Group.

  1. From the Protect drop-down list, select the type of Databases, Physical Server, or Kubernetes Cluster for which you want to create a protection group.
  2. Choose the Objects (with Source), enter a Protection Group Name, configure a standard Protection Policy (Gold, Silver, or Bronze) or create a new custom Protection Policy.
  3. Click Protect to finalize your configurations; the protection group is created.

Recover

IBM Cloud Backup and Recovery provides the ability to recover files and folders from a Snapshot created earlier by a Protection Group. Files and folders can be recovered to their original location (limitations apply to physical Servers and specific operating systems) or to a newly specified location, which can be within the original source or a different one. For more information, see Recover Physical Server Files or Folders.

  1. From the Recover drop-down list, select the type of Databases, Physical Server, or Kubernetes Cluster for which you want to create a new recovery.
  2. You can search for a partial name by clicking and entering text. Note: Wildcard* is supported in this search.
  3. Choose the Objects (with Source), enter a Protection Group Name, select a Storage Domain, and set a Date Range. Select all that apply for each category, and click to Clear your entries, or click to Apply your selections.
  4. Click Next: Recover Options to create a New Recovery if your search results are valid, or adjust your query and try again.
View Description Action
Group Type Select by Databases, Physical Servers or Kubernetes Cluster Databases: Select DB2, Microsoft SQL, Oracle, SAP HANA x86-x64
Physical Servers(file based)
Kubernetes Cluster

Sources

Register and view sources that you'd like to back up.

  1. First download and install the agent on the source.
  2. Register the source.
View Description Action
Unprotected, Protected
Details
Agents
- objects and data
-applications and sources
-errors,upgradeable,deployed
Source Type: Select by Databases, Physical Servers or Kubernetes Cluster
- Select DB2, Microsoft SQL, Oracle, SAP HANA x86-x64
- Physical Servers(file based)
- Kubernetes Cluster
Maintenance: Select by Scheduled or Under Maintenance

Policies

Protection policies are a collection of reusable settings that define when and how sources, such as physical hosts, VMs, and databases are protected. For more information, see Policy Creation.

  1. Create a Protection Policy for your service instance.
  2. Add a policy name.
  3. Establish when to backup: minutes, hours, days, week or month.
  4. Determine data retention:
    • Retain for Days, Weeks, Months or Years
    • Lock for Days, Weeks, Months or Years
  5. More options:
    • Create policy name for build and determine if DataLock should be set: NOTE - If you enable DataLock, snapshots are retained for the duration specified in the Lock Field
    • Summary displays the Backup choices and Retry Options
  6. Backup options:
    • Preiodic full backup: Set for Day(s), Week, Month or Year (Click + to add more entries)
    • Quiet Times: Set for a Start Time, End Time and Day(s) of the Week (Click + to add more entries)
    • Retry Options: Number of retries, and number of minutes to wait
    • Log Backup (Databases): Every minute or hours, retain for day(s), week(s), month(s) or year(s), and lock for day(s), week(s), month(s) or year(s) that has a max number based on retained value.
  7. Click Create to save or Cancel
Policy Description Action
Bronze Backup 1d, Retain 30d, DataLock 30d
Protection Groups
Protected Objects
Backup
Click policy to see summary of Backup and Extended Retention
Gold Backup 4h, Retain 1w, DataLock 1w
Protection Groups
Protected Objects
Backup
Click policy to see summary of Backup and Extended Retention
Silver Backup 12h, Retain 2w, DataLock 2w
Protection Groups
Protected Objects
Backup
Click policy to see summary of Backup and Extended Retention

System

The System lists the Data Source Connections where you can create new connections, and the system health for a service instance.

Data source connections

Create data source connections to establish connectivity between your sources and this data source. A connection consists of one or more virtual servers that move data between your data sources and IBM Cloud Backup. For more information, see Deploy data source connector.

For Kubernetes and OpenShift clusters, data source connections with Deployment Platform options (ROKS VPC, IKS VPC, ROKS classic, IKS classic) must be created from this instance dashboard. These options are not available when creating connections from the Backup Recovery Manager. For detailed instructions, see Register Kubernetes or OpenShift as a data source.

System health

To view the health of the system for a service instance, see [Health](: #dashboard-summary-health)

Viewing reports

View reports for a single instance to analyze and improve the user experience.

Choosing a report type

From the Select Report drop-down list, choose a report type to identify the information that you need. Currently, six built-in reports are available for a single instance for IBM Cloud® Backup and Recovery.

Backup Summary - This report shows an overview of the Protection Groups that are run on the data source Instance for the specified filter criteria. For each Protection Group, this report shows how many times the Protection Group has run, total bytes read and statistics about the last time the Protection Group ran.

Failed Objects - This report lists all the Objects for which an error occurred during the last runs and prevented the Objects from being backed up.

Protected Objects Heatmap - This is a visual report that displays the status of the backup tasks of Objects that are associated with a Protection Group.

Protection Runs Summary - This report provides a summary and list of all backup activities per object per run.

Protection Summary by Object Type - This report shows the protection status of Objects as of the last runs that occurred in the specified date range.

Unprotected/Protected VMs - This report provides lists of VMs protected and not protected by IBM Cloud Backup.

You can complete the following tasks for each of the report type:

The report that you download inherits the filters that you applied.

Filtering report data

Each report type helps you view, visualize, and analyze data. You have full control over the data that you choose to include and view in your reports. Use the filters to pare down your report until it shows only the data that you want in the report. The filter options change depending on the type of report.

Downloading reports

Download reports in CSV format from the single instance reports page.

  • On any report type, click the Download icon and the report gets downloaded to your system.

The time taken to generate a report depends on multiple factors such as the number of clusters selected, other filters applied on the report, and the amount of data. If the report is large, it might take a few moments to download the report.

Next steps

Now that you are familiar with your IBM Cloud Backup and Recovery backup policy management dashboard, you might be interested in accessing the Backup and Recovery Manager for an aggregate view of the system. Check out Backup and Recovery Manager and the Backup and Recovery Reporting API operations to get started.