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Windows Server 2012 : Backup and Recovery (part 4) - Backing up and recovering your data - Scheduling backups

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7/9/2013 7:17:57 PM

4.3 Scheduling backups

To automate the backup process, you can create a scheduled task that runs Windows Server Backup for you. Task creation and scheduling processes are integrated into Windows Server Backup. You can schedule automated backups using Windows Server Backup. Select the Local Backup node and then tap or click Backup Schedule on the Action menu or in the actions pane to start the Backup Schedule Wizard. After scanning the available disks, Windows Server Backup starts the Backup Schedule Wizard. Tap or click Next.

On the Select Backup Configuration page, shown in Figure 3, note the backup size listed under the Full Server option. This is the storage space required to back up the server data, applications, and the system state. To back up all volumes on the server, choose the Full Server option and then tap or click Next. To back up selected volumes on the server, choose Custom and then tap or click Next.

Select data to be included in the backup.
Figure 3. Select data to be included in the backup.

If you chose Custom, the Select Items For Backup page is displayed. Tap or click Add Items. As shown in Figure 4, select the check boxes for the volumes that you want to back up and clear the check boxes for the volumes that you want to exclude. Only locally attached disks can be included in scheduled backups. Volumes that contain boot files, operating system files, or applications are included in the backup by default and cannot be excluded. Choose the Bare Metal Recovery option if you want to be able to fully recover the operating system. If the server is a Hyper-V host, you can select individual virtual servers to back up using their saved state as well as the host component.

Next, tap or click Advanced Settings to display the Advanced Settings dialog box. You can now do the following:

  • Use the options on the Exclusions tab to exclude files by folder and type. To define an exclusion, tap or click Add Exclusion, use the Select Items To Exclude dialog box to select a folder that should be excluded, and then tap or click OK. This adds the folder to the Excluded File Types list in the Advanced Settings dialog box. By default, all files and subfolders in the specified folder are excluded. To exclude specific types of files in the selected folder, tap or click in the File Type column and enter the file types to exclude in a comma-separated list, such as .tmp, .temp, .htm, and .html. To include only the selected folder and not its subfolders, tap or click in the Subfolders column and then select No.

    Select items to include in the backup.
    Figure 4. Select items to include in the backup.
  • Use the options on the VSS Settings tab to specify the type of backup to create. The default backup type is a copy backup, which retains application log files and doesn’t clear the archive attribute on file to maintain compatibility with other products you might use to back up applications that are on volumes included in the backup. If you don’t use other products to back up applications, you can use a full backup instead, which clears the archive attribute and doesn’t retain application logs.

On the Specify Backup Time page, shown in Figure 5, you can specify how often and when you want to run backups. To perform backups daily at a specific time, choose Once A Day and then select the time to start running the daily backup. To perform backups multiple times each day, choose More Than Once A Day. Next, tap or click a start time under Available Time and then tap or click Add to move the time under Scheduled Time. Repeat for each start time that you want to add. Tap or click Next when you are ready to continue.

Schedule when backups occur.
Figure 5. Schedule when backups occur.

On the Specify Destination Type page, shown in Figure 6, you have these options:

  • Back Up To A Hard Disk That Is Dedicated For Backups Use this option to specify a dedicated hard disk for backups. Each external disk can store up to 512 backups, depending on the amount of data contained in each backup. If you select multiple disks, Windows Server Backup will rotate between them. Any selected disks will be formatted and then dedicated only to backups. This option is recommended because you’ll get the best performance. If you choose this option, tap or click Next, select the disk or disks to use, and then tap or click Next again.

  • Back Up To A Volume Use this option to write backups to individual volumes on a hard disk. Because any volume you select is not dedicated to backups, it can be used for other purposes. However, the performance of any of the selected volumes is reduced while backups are being written. If you choose this option, tap or click Next, use the Add and Remove options to select the volumes to use, and then tap or click Next again.

  • Back Up To A Shared Network Folder Use this option to specify a shared network folder for backups. With this option, you can have only one backup at a time because each new backup overwrites the previous backup. If you choose this option, tap or click Next. When prompted, tap or click OK. Type the UNC path to the network share, such as \\DataServer18\Backups\Servers. If you want the backup to be accessible to everyone who has access to the shared folder, select Inherit under Access Control. If you want to restrict access to the shared folder to the current user and members of the Administrators and Backup Operators groups, select Do Not Inherit under Access Control. Tap or click Next. When prompted to provide access credentials, type the user name and password for an account authorized to access and write to the shared folder. This account should also be an administrator or backup operator on the server you are backing up.

Select a backup target.
Figure 6. Select a backup target.

On the Confirmation page, review the details and then tap or click Finish. With dedicated backup disks, the wizard will then format the disks. The formatting process might take several minutes or considerably longer, depending on the size of the disk. When this process finishes, the Summary page should show that you successfully created the backup schedule. Tap or click Close. Your backups are now scheduled for the selected server. You need to check periodically to ensure that backups are being performed as expected and that the backup schedule meets current needs.

After you configure scheduled backups on a server, you can modify or stop the scheduled backups using the Backup Schedule Wizard. Select Backup Schedule on the Action menu or in the Actions pane. On the Modify Scheduled Backup Settings page, Modify Backup is selected by default. Use this option if you want to add or remove backup items, times, or targets.

If you want to stop the scheduled backups from running, select Stop Backup instead, tap or click Next, and then tap or click Finish. When prompted to confirm, tap or click Yes and then tap or click Close. Keep in mind that stopping backups releases dedicated backup disks for normal use. Backup archives are not deleted from the backup disks and remain available for use in recovery.

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