Creating an Azure Backup Policy Demo

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In this course, we'll take an introductory look at Azure Backup, where you’ll learn what it is and what it does. You’ll also learn what workloads can be protected with Azure Backup.

After you’ve been introduced to Azure Backup, we’ll take a look at how it works. You’ll learn about Recovery Services vaults, Backup vaults, and about backup data redundancy options. We’ll also cover the different backup types that are available.

Once you’ve learned how Azure Backup works, we’ll take a look at Backup Center, where you’ll learn how to use it to manage Azure Backups. Coming down the home stretch, we’ll take a look at Azure Backup policies, where you’ll learn why you use them and how to configure them. We’ll round things out with a few Azure Backup demonstrations.

Learning Objectives

A good understanding of what Azure Backup is, what it offers, and how to implement it.

Intended Audience

This course is intended for those who wish to learn about Azure Backup.


To get the most from this course, you should have a basic understanding of Microsoft Azure and its offerings.


Hello and welcome back. On the screen here you can see I'm logged into my Azure portal. And what we're going to do here is create a basic backup policy in one of our recovery services vaults. 

Now to do this, from this screen here, I can either select a recovery services vault from my Recent resources list, or I could search for it, or I can select Recovery Services vault. What we'll do here is we'll just select the 'Berk'sBatteriesRecovery' here. And once we're in the Recovery Services vault, if we scroll down here to the bottom, where it says Manage, we can see we have our Backup Policies option here. We'll go ahead and select that, and what this is going to do is bring up any Backup Policies that are configured for this vault. And you'll notice here we already have an hourly log backup on my daily policy for file shares, a default policy for the Azure Virtual Machines, and another policy I've configured called FileShareBackups for Azure file shares. 

What I'm going to do here is just create a new policy called My Policy, just to walk you through the process of creating a Backup Policy in Azure Backup. So, what we'll do here is click 'Add,' and then the very first thing we have to do here is select the policy type that we want to create. We have the SAP HANA, SQL server Azure file share, or Azure Virtual Machine. What we'll do here is we'll select 'Azure Virtual Machine', and then once we do that, we have to provide some information, we need to provide a Policy name, we need to specify the Backup schedule, Recovery Snapshots for instant restore, the retention range, and then any Azure Backup resource groups that uses optional here which we won't use. 

So, what we'll do here is we'll just call this MyPolicy. And then in frequency here we can select daily or weekly. We'll just leave this at daily. And the time here we'll set it to back up at 8:00 PM. And of course you can select the time zone here. See if I can find eastern time here anywhere. There we go, Eastern time. And if we hover over the icon for Instant Restore, what this tells us is this setting allows us to configure how to retain snapshots along with the discs for a faster restore. If we hover over the icon here, we can see what this tells us is when we configure the retained setting for the instant recovery snapshots, it tells us that at the latest snapshot is the only instant restore available. It's going to be retained until the next successful Backup completes, regardless of what the retention setting is here. We'll just change this to three days. So, basically this allows us to get an instant recovery for up to three days using a Recovery Snapshot. And then we have the retention for our daily backup points. We'll leave this at the default for 180 days.

So, basically the daily backups is going to be kept for essentially six months, 180 days. And what we'll do here is we'll change the retention of our weekly backup points. We'll set this to eight weeks, we'll say. And then we can configure the monthly backup retention. And again, what this tells us is it runs on the first Sunday of the month. And it's retained for 60 months. And of course, we have the retention of yearly backups, and we'll just save this for seven years, we'll say. 

Now, you'll notice in this message here tells us that Azure Backup is going to create a separate resource group to store our instant recovery points of our managed VMS. Now, it uses a default naming convention of Azure Backup RG and then the geography with a number appended to it. Down here we can actually change that and specify the Azure Backup resource group. As I mentioned, this is optional. So, we'll just allow this to use the default naming convention. And if we're happy with our settings here, we can go ahead and create the policy. And if we click 'Go to Resource,' go to 'Backup policies.' 

We now have MyPolicy, that's configured for Azure Virtual machine backups. Now, if we select associated items, we can see there's nothing that this is associated with now, because we're not doing any backups yet. We'll go through a demonstration shortly, that will show you how to create a Virtual Machine Backup using this policy.


About the Author
Learning Paths

Tom is a 25+ year veteran of the IT industry, having worked in environments as large as 40k seats and as small as 50 seats. Throughout the course of a long an interesting career, he has built an in-depth skillset that spans numerous IT disciplines. Tom has designed and architected small, large, and global IT solutions.

In addition to the Cloud Platform and Infrastructure MCSE certification, Tom also carries several other Microsoft certifications. His ability to see things from a strategic perspective allows Tom to architect solutions that closely align with business needs.

In his spare time, Tom enjoys camping, fishing, and playing poker.