Use Azure portal to back up multiple virtual machines

When you back up data in Azure, you store that data in an Azure resource called a Recovery Services vault. The Recovery Services vault resource is available from the Settings menu of most Azure services. The benefit of having the Recovery Services vault integrated into the Settings menu of most Azure services is the ease of backing up data. However, working individually with each database or virtual machine in your business is tedious. What if you want to back up the data for all virtual machines in one department, or in one location? It's easy to back up multiple virtual machines by creating a backup policy and applying that policy to the desired virtual machines. This tutorial explains how to:

  • Create a Recovery Services vault
  • Define a backup policy
  • Apply the backup policy to protect multiple virtual machines
  • Trigger an on-demand backup job for the protected virtual machines

Sign in to the Azure portal

Sign in to the Azure portal.

Note

The functionality described in the following sections can also be accessed via Backup center. Backup center is a single unified management experience in Azure. It enables enterprises to govern, monitor, operate, and analyze backups at scale. With this solution, you can perform most of the key backup management operations without being limited to the scope of an individual vault.

Create a Recovery Services vault

A Recovery Services vault is a management entity that stores recovery points created over time and provides an interface to perform backup-related operations. These operations include taking on-demand backups, performing restores, and creating backup policies.

To create a Recovery Services vault:

  1. Sign in to your subscription in the Azure portal.

  2. Search for Backup center in the Azure portal, and go to the Backup Center dashboard.

    Screenshot that shows searching for and selecting Backup Center.

  3. Select +Vault from the Overview tab.

    Screenshot of the button for creating a vault.

  4. Select Recovery Services vault > Continue.

    Screenshot that shows choosing Recovery Services as the vault type.

  5. The Recovery Services vault dialog opens. Provide the following values:

    • Subscription: Choose the subscription to use. If you're a member of only one subscription, you'll see that name. If you're not sure which subscription to use, use the default (suggested) subscription. There are multiple choices only if your work or school account is associated with more than one Azure subscription.

    • Resource group: Use an existing resource group or create a new one. To see the list of available resource groups in your subscription, select Use existing, and then select a resource from the dropdown list. To create a new resource group, select Create new and enter the name. For more information about resource groups, see Azure Resource Manager overview.

    • Vault name: Enter a friendly name to identify the vault. The name must be unique to the Azure subscription. Specify a name that has at least 2 but not more than 50 characters. The name must start with a letter and consist only of letters, numbers, and hyphens.

    • Region: Select the geographic region for the vault. For you to create a vault to help protect any data source, the vault must be in the same region as the data source.

      Important

      If you're not sure of the location of your data source, close the dialog. Go to the list of your resources in the portal. If you have data sources in multiple regions, create a Recovery Services vault for each region. Create the vault in the first location before you create the vault for another location. There's no need to specify storage accounts to store the backup data. The Recovery Services vault and Azure Backup handle that automatically.

    Screenshot that shows boxes for configuring a Recovery Services vault.

  6. After you provide the values, select Review + create.

    Screenshot that shows the Review + create button in the process for creating a Recovery Services vault.

  7. When you're ready to create the Recovery Services vault, select Create.

    Screenshot that shows the final Create button for creating the Recovery Services vault.

  8. It can take a while to create the Recovery Services vault. Monitor the status notifications in the Notifications area at the upper-right corner of the portal. After your vault is created, it's visible in the list of Recovery Services vaults. If you don't see your vault, select Refresh.

    Screenshot that shows the button for refreshing the list of backup vaults.

When you create a Recovery Services vault, by default the vault has geo-redundant storage. To provide data resiliency, geo-redundant storage replicates the data multiple times across two Azure regions.

Set backup policy to protect VMs

After creating the Recovery Services vault, the next step is to configure the vault for the type of data, and to set the backup policy. Backup policy is the schedule for how often and when recovery points are taken. Policy also includes the retention range for the recovery points. For this tutorial, let's assume your business is a sports complex with a hotel, stadium, and restaurants and concessions, and you're protecting the data on the virtual machines. The following steps create a backup policy for the financial data.

To set a backup policy to your Azure VMs, follow these steps:

  1. Go to Backup center and click +Backup from the Overview tab.

    Screenshot showing the Backup button.

  2. Select Azure Virtual machines as the Datasource type and select the vault you have created. Then click Continue.

    Screenshot showing the Backup and Backup Goal panes.

  3. Assign a Backup policy.

    • The default policy backs up the VM once a day. The daily backups are retained for 30 days. Instant recovery snapshots are retained for two days.

      Screenshot showing the default backup policy.

    • If you don't want to use the default policy, select Create New, and create a custom policy as described in the next procedure.

  4. Under Virtual Machines, select Add.

    Screenshot showing to add virtual machines.

  5. The Select virtual machines pane will open. Select the VMs you want to back up using the policy. Then select OK.

    • The selected VMs are validated.

    • You can only select VMs in the same region as the vault.

    • VMs can only be backed up in a single vault.

      Screenshot showing the Select virtual machines pane.

    Note

    All the VMs in the same region and subscription as that of the vault are available to configure backup. When configuring backup, you can browse to the virtual machine name and its resource group, even though you don’t have the required permission on those VMs. If your VM is in soft deleted state, then it won't be visible in this list. If you need to re-protect the VM, then you need to wait for the soft delete period to expire or undelete the VM from the soft deleted list. For more information, see the soft delete for VMs article.

  6. In Backup, select Enable backup. This deploys the policy to the vault and to the VMs, and installs the backup extension on the VM agent running on the Azure VM.

After enabling backup:

  • The Backup service installs the backup extension whether or not the VM is running.
  • An initial backup will run in accordance with your backup schedule.
  • When backups run, note that:
    • A VM that's running has the greatest chance for capturing an application-consistent recovery point.
    • However, even if the VM is turned off, it's backed up. Such a VM is known as an offline VM. In this case, the recovery point will be crash-consistent.
  • Explicit outbound connectivity isn't required to allow backup of Azure VMs.

Initial backup

You've enabled backup for the Recovery Services vaults, but an initial backup hasn't been created. It's a disaster recovery best practice to trigger the first backup, so that your data is protected.

The initial backup will run in accordance with the schedule, but you can run it immediately as follows:

  1. Go to Backup center and select the Backup Instances menu item.
  2. Select Azure Virtual machines as the Datasource type. Then search for the VM that you have configured for backup.
  3. Right-click the relevant row or select the more icon (…), and then click Backup Now.
  4. In Backup Now, use the calendar control to select the last day that the recovery point should be retained. Then select OK.
  5. Monitor the portal notifications. To monitor the job progress, go to Backup center > Backup Jobs and filter the list for In progress jobs. Depending on the size of your VM, creating the initial backup may take a while.

Clean up resources

If you plan to continue on to work with subsequent tutorials, don't clean up the resources created in this tutorial. If you don't plan to continue, use the following steps to delete all resources created by this tutorial in the Azure portal.

  1. On the myRecoveryServicesVault dashboard, select 3 under Backup Items to open the Backup Items menu.

    Screenshot showing to open Backup items menu.

  2. On the Backup Items menu, select Azure Virtual Machine to open the list of virtual machines associated with the vault.

    Screenshot showing the list of virtual machines.

    The Backup Items list opens.

  3. In the Backup Items menu, select the ellipsis to open the Context menu.

    Screenshot showing to open Context menu in Backup Items menu.

  4. On the context menu, select Stop backup to open Stop Backup menu.

    Screenshot showing the Stop backup menu.

  5. In the Stop Backup menu, select the upper drop-down menu and choose Delete Backup Data.

  6. In the Type the name of the Backup item dialog, type myVM.

  7. Once the backup item is verified (a check mark appears), Stop backup button is enabled. Select Stop Backup to stop the policy and delete the restore points.

    Screenshot showing to select Stop backup to delete vault.

    Note

    Deleted items are retained in the soft delete state for 14 days. Only after that period can the vault be deleted. For more information, see Delete an Azure Backup Recovery Services vault.

  8. When there are no more items in the vault, select Delete.

    Screenshot showing to select delete.

    Once the vault is deleted, you'll return to the list of Recovery Services vaults.

Next steps

In this tutorial, you used the Azure portal to:

  • Create a Recovery Services vault
  • Set the vault to protect virtual machines
  • Create a custom backup and retention policy
  • Assign the policy to protect multiple virtual machines
  • Trigger an on-demand back up for virtual machines

Continue to the next tutorial to restore an Azure virtual machine from disk.