During this lesson, you can learn how to install and configure the Azure Backup Service to protect system files and folders on a server or client system.
- [Instructor] In this lesson, we are going to back up files and folders that happen to be sitting on a server. You can also use the same procedure for your client's systems as long as the operating system is running Windows 7, 64 bit and above. For our demo, I'm actually going to be using an Azure virtual machine. And we can see that here. We can see this is a virtual machine, and the files and folders that we want to back up for this demonstration are in the documents folder and its marketing. We have our marketing plan and our secret docs.
Nothing fancy, and the procedure isn't that fancy either. The first thing we need to do is pop in to Azure. I already have that loaded for us. I'm going to go ahead, click F11 to maximize the screen. I'm going to go ahead and select the Azure Recovery Solutions Resource Group. And this is the resource group that we created the recovery services vault in. So I'm going to go ahead and select that recovery services vault that we created a few lessons ago.
And we can see we have one backup item. And that happens to be our virtual machine backup that we created in the last lesson. Our next step is to add a backup to the server. I'm going to go ahead, scroll up to the top and click add backup or plus backup. I've already stated that this virtual machine is running in Azure. But if I leave the default setting here of Azure for where is your work load running, you'll notice the only option I have here is virtual machine. In a previous lesson, we backed up the virtual machine.
Here we want to do the files and folders. I'm going to go ahead and select on premise. And now we can select what we want to back up. And again, we're going to go ahead and take files and folders. But you'll notice that we do have other options here and we will be exploring some of these in the following lessons. Next we can go ahead and click on prepare infrastructure. And you'll notice that we have five steps that we have to follow here, and they're nicely laid out for us. The first thing we need to do is download the agent for Windows server or Windows client.
And you can see that agent is now downloaded and is ready for us to install. Before I do that though, I would like to download the vault credentials. These vault credentials are required during the installation process to register this server with their Azure Recovery Services vault. And you'll notice here that they're only valid for two days. I'm going to go ahead and download those and then they're ready to go when we need them. Now that they're downloaded, let's go ahead and run the installer.
If you have a security warning, go ahead and click run. Our first step is to select the installation folder and the cache location. Now in this case I'm going to go ahead and leave the installation folder where it is. But I am going to change the cache location. And the reason is it states right here the location specified must have free space which is at least 5% of the backup data. And because I am running this on an actual Azure VM, I'm going to follow the recommendation that is stated below.
The recommendation is to have this cache location on a non OS disc. I have already added a data disc to this virtual machine. So I'm going to go ahead, browse to that and create a new folder for our cache location. There were are, we're ready to go. I'm going to go ahead and click next. If I had a proxy I would go ahead and enter the proxy settings here. Because I don't I'm going to leave it. Your situation may be different.
And finally our last step is to actually go ahead and install the Azure Recovery Services agent. And we can see some additional software will be required. Go ahead and click install and this will take a few minutes. Once the Azure Recovery Services agent has been installed, we can go ahead and proceed to registration, which we'll do right now. And the first thing we need to do is register this server with the Azure Recovery Services Vault. And this is where those vault credentials come into play.
By default, those were downloaded to the downloads folder. I'll go ahead and select it. Next we need to generate a pass phrase. And this will be used to encrypt and decrypt our backups from this server. Now you can go ahead and use a pass phrase that you'd like. For demonstration, I'm going to go ahead and generate a pass phrase. Next we need to enter a location to save the pass phrase to. And a word of warning here. You will need this pass phrase to recover data.
Therefore you will need access to this pass phrase. The last thing you want to do is save this pass phrase to a folder that is being backed up to Azure. If you do not have this pass phrase, you will not be able to recover your data, end of story, no if's and's or but's. For our demonstration, I'm just going to go ahead and put it on the desktop. But you will notice here that Microsoft recommends that you save your pass phrase to an external location such as a USB drive or a network drive.
Go ahead, click finish. This server will now be registered with the Azure Backup Recovery Services Vault. And this will take a few moments. Our backup is now ready to be configured. And I can go ahead and click close, and the Microsoft Azure Recovery Services Agent will launch because the box is checkmarked by default. For those of you have been using server for some time, this will look pretty familiar. Next all we need to do is go ahead and schedule a backup. You'll find that under options.
Schedule backup. We have our getting started page which will give us a little bit of information about the backup procedure. I'm going to go ahead and click next. First thing we need to do is add our items. And as I've said, I'm only looking to back up those two folders. So I'm just going to go ahead, select the documents folder and click okay.
I do have the option to remove items or exclude items as well. Go ahead, click next. When we back up our files and folders we do have the option to back up three times a day. That is the maximum. So you'll go ahead and set this up. So I'm going to do it first thing in the morning. I'm going to do it mid day, and let's say near the end of the day as well. Next you can set up the retention policies. I'm going to leave it as default, but you can set this up to best meet your needs.
Our next step is to choose the initial backup type. We can do it automatically over the network or we can create an offline backup. And we would use an offline backup if we had a huge backup that we did not want to push over the network. What we'd actually do is prepare a hard drive, shift that to the data center. The data would then be uploaded to the servers at the data center. And then your backups would proceed at that point. We're going to go ahead and do it automatically over the network.
We have a confirmation page. And you can go ahead and click finish. Our backup schedule has now been completed. I can go ahead and click close. And for this demonstration, I'm going to go ahead and click on back up now. But I could just leave this and this would kick in at the next appropriate time. We're going to go ahead and back up now. I'm choosing files and folders. We have a confirmation screen, and then we can click backup.
And that's all there is to it. That backup will now start, and will run on this schedule. To quickly recap, we can back up files and folders on our servers or our client's machines as long as they're Windows 7 64-bit and above.
- Creating a Recovery Services vault for Azure Backup
- Protecting virtual machines, files and folders, databases, workloads, and file shares
- Restoring virtual machines, files and folders, databases, workloads, and file shares
- Azure Site Recovery scenarios
- Running failover and failback tests
- Replicating an Azure virtual machine