Applying backup policies to resources

Apply backup policies by adding user tags to new or existing volumes, virtual server instances, or shares. When these tags match a backup policy tag, a backup is created.

Up to 100 tags can be attached or detached in the same operation. Maintaining a limited quantity of tags can simplify monitoring their usage and your backups.

  1. Create a backup policy and plan, and specify the tags for the target resources.

  2. Find the resources that you want to back up.

  3. Apply backup policy tags to your target volumes, or virtual server instances, or file shares in the console.

    Backup schedules for file shares can be set up only on the source side of a replication pair. Scheduling snapshots of a replica share is not supported. When you fail over operations to the replica share, the source and replica shares switch roles. After a failover, remove backup policies from what was previously the source share and apply them to the current source share. Update the tags on the affected shares.

  4. Apply backup policy tags to your target volumes, or virtual server instances, or file shares from the CLI.

    Backup schedules for file shares can be set up only on the source side of a replication pair. Scheduling snapshots of a replica share is not supported. When you fail over operations to the replica share, the source and replica shares switch roles. After a failover, remove backup policies from what was previously the source share and apply them to the current source share. Update the tags on the affected shares.

  5. Apply backup policy tags to your target volumes, or virtual server instances, or file shares with the API.

    Backup schedules for file shares can be set up only on the source side of a replication pair. Scheduling snapshots of a replica share is not supported. When you fail over operations to the replica share, the source and replica shares switch roles. After a failover, remove backup policies from what was previously the source share and apply them to the current source share. Update the tags on the affected shares.

  6. Apply backup policy tags to your target volumes, or virtual server instances, or file shares with Terraform.

    Backup schedules for file shares can be set up only on the source side of a replication pair. Scheduling snapshots of a replica share is not supported. When you fail over operations to the replica share, the source and replica shares switch roles. After a failover, remove backup policies from what was previously the source share and apply them to the current source share. Update the tags on the affected shares.

  7. Verify that your selected resource is associated with a backup policy. For more information, see View a list of resources that have a backup policy.

    If you add resources to be backed up later, and you have a resource-specific authorization, review and adjust your authorization to include the new resources. New backups can fail if the scope of the resource-specific authorization does not cover the newly tagged resources. For more information about service-to-service authorizations, see Establishing service-to-service authorizations.

Next steps