Creating a Backup Policy

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As the move to the cloud continues at a record pace, understanding how to properly backup and recover Azure virtual machines is becoming a key skill, one that every IT professional should possess.

In this course, you will learn how to plan and deploy Azure Backup and how to manage backups on a day-to-day basis. You will learn how to create the Recovery Services Vault that stores backed-up data, how to create backup policies, and how to perform backup operations. You’ll also learn how to perform VM restores.

The topics covered in this Azure course map very closely to the learning objectives covered in the Microsoft Azure certification exams. By mastering the topics covered in this course, you will not only learn the skills necessary for day-to-day Azure Backup management, but also learn the skills necessary to become Azure certified.

Learning Objectives

  • Learn how to configure and review backup reports
  • Understand how to perform backup operations
  • Create a Recovery Services Vault
  • Be able to create and configure backup policies
  • Know how to assign backup policies
  • Execute and perform restore operations

Intended Audience

  • IT Professionals interested in becoming Azure cloud architects
  • IT Professionals preparing for Microsoft’s Azure certification exams


  • General knowledge of IT infrastructure
  • General knowledge of the Azure environment


In this demonstration we'll set up a backup policy that includes daily backups that are retained for 90 days. We'll also set up weekly backups that are retained for 52 weeks and monthlies that are retained for 36 months. To create the backup policy, browse to the new recovery vault and click backup policies under policies on the left menu. To create the policy, click the add button at the top.

Since this new policy will backup an Azure VM, we'll select the Azure virtual machine policy type. Provide a policy name in the backup policy menu and begin building the schedule for the policy. For our policy here, we will call the policy, MyPolicy. Since we are operating out of the eastern time zone, we'll set the timezone for backup frequency to Eastern Time. Since we are configuring dailies at this point, we'll leave the backup frequency set to daily. 

Our requirements call for daily backup retention to be 90 days. So for retention of daily backups, we'll set the retention range to 90 days. 

Because our requirements call for a 52-week retention for weekly backups, we'll set the retention of weekly backup points to 52 weeks. 

To ensure weekly backups are performed just prior to the new week, we'll keep the Sunday restore point. Our monthlies need to be retained for 36 months. So for retention of monthly backup, we'll configure the restore point from first Sunday of the month and retain it for 36 months. Since we aren't concerned about yearly backups, we can deselect the retention of yearly backup option. To complete the policy configuration, we just need to click create to create the backup 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.