Configuring Backups for Oracle Cloud Infrastructure (OCI) Virtual Machines

You can configure backups for OCI VMs. The configuration wizard guides you through the configuration process, which includes creating any new entities that are needed, such as a plan, a hypervisor, and a VM group.

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > Virtualization.

   The Virtual machines page appears.

2. In the upper-right area of the page, click Add hypervisor.

   The Configure Hypervisor page appears.

3. Select Oracle Cloud Infrastructure.

4. Click Next.

   The Configure Oracle Cloud Infrastructure Hypervisor configuration wizard appears.

5. Review the information.

6. Click Next.

   The Configure IAM Permission page of the configuration wizard appears.

Configure IAM Permission

Configure Oracle IAM permissions for API key-based authentication using Resource Manager template that is provided by Metallic.

1. Click the Launch the CloudFormation Stack link.

   The Create Stack page of the OCI website appears.

2. Select I have reviewed and accept the Oracle terms of use.

   The Resource Manager template creates an IAM user in the IAM group. Then, it creates and assigns an IAM policy to the group.

3. Verify that the Use custom Terraform providers check box is not selected.

4. In the Name box, enter a descriptive name for the stack.

5. From the Create in compartment list, select a compartment.

6. In the Tags section, add a tag to identify the backup gateway stack.

   For example, for Tag namespace, select None (add a free-form tag), for Tag key, enter Reference, and for Tag value, enter IAM stack.

7. Click Next.

   The Configure Variables page appears.

8. In the Email address for User (MetallicServiceAccount) box, enter an email address.

9. Click Next.

   The Review page appears.

10. Click Create.

11. In the search bar at the top of the page, search for MetallicServiceAccount.

12. Select Add API key > Download private key.

13. Under the API key section, click the button with three dots.

14. Copy the Credential Name, Tenancy OCID, User OCID, and Fingerprint values.

15. Return to the Metallic configuration wizard.

16. For Credentials, select existing credentials or create new credentials.

    Steps to create credentials

    1. Click the add button .

       The Add credential dialog box appears.

    2. In Credential name, enter a descriptive name for the credentials.

    3. In Tenancy OCID, enter the OCID for the tenant.

    4. In User OCID, enter OCID for the user for the hypervisor.

    5. In Fingerprint, enter the fingerprint.

    6. For Private key, upload the private key file.

    7. In Private key password, enter the password for the private key.

    8. In Description, enter a description of the credentials.

17. Click Next.

    The Region page of the configuration wizard appears.

Region

1. Select the region that the instances reside in.

2. Click Next.

   The Backup Gateway page of the configuration wizard appears.

Backup Gateway

To avoid egress charges, you must have a backup gateway in the same region as the cloud storage for your backups. Backup gateways are cloud instances that run backups and other operations.

If you create a new backup gateway for OCI, verify that it meets the system requirements for OCI backup gateways.

1. Select an existing backup gateway or create a new backup gateway.

   Steps to create a backup gateway

   1. Click the add button .

      The Add a new backup gateway dialog box appears.

   2. From the Platform list, select the OS for the backup gateway.

   3. Click Generate Link.

   4. When the link is available, click it.

      The Stacks page of the OCI website opens.

   5. Select I have reviewed and accept the Oracle terms of use.

   6. Verify that the Use custom Terraform providers check box is not selected.

   7. In the Name box, enter a descriptive name for the stack.

   8. From the Create in compartment list, select a compartment.

   9. In the Tags section, add a tag to identify the backup gateway stack.

      For example, for Tag namespace, select None (add a free-form tag), for Tag key, enter Reference, and for Tag value, enter Metallic Backup Gateway.

   10. Click Next.

       The Configure Variables page appears.

   11. From the Backup Data Size list, select the backup data size.

   12. From the Compartment for Instance/Volumes list, select the compartment for instances and volumes.

   13. From the Availability Domain list, select a domain.

   14. If your platform is Linux, paste the SSH public key in the SSH public key box.

   15. From the Compartment for VCN/Subnet list, select a compartment for VCN/subnet.

   16. From the Virtual Cloud Network (VCN) list, select a virtual cloud network.

   17. From the Subnet list, select a subnet.

   18. In the Network Security Group section, select a compartment from the Compartment for NSG list.

   19. Click Next.

       The Review page appears.

   20. Click Create.

   21. Return to the Metallic configuration wizard.

   22. Refresh the list of backup gateways.

   23. Select the backup gateway that you created.

2. Click Next.

   The Cloud Storage page of the configuration wizard appears.

Cloud Storage

To review the supported combinations of primary and secondary storage, see Metallic Storage Options.

Primary Copy

1. For the primary copy of the backup data, select existing cloud storage or create new cloud storage.

   Steps to create cloud storage for the primary copy

   1. Click the add button .

      The Add cloud storage dialog box appears.

   2. From Type, select Metallic Recovery Reserve or Oracle Cloud Infrastructure Object Storage.

   3. If you select Oracle Cloud Infrastructure Object Storage, do the following:

      1. In Name, enter a descriptive name for the storage.

      2. For Credentials, select existing credentials or create new credentials.

      3. In Compartment name, enter the compartment name.

      4. In Bucket, enter bucket name.

         For example, enter bucket_name, with no slash.

      5. For Storage Class, select the storage class for the type of access that you want to have for the data.

   4. Click Save.

2. Click Next.

Secondary Copy

1. Decide whether to store a secondary copy of the backup data for long-term retention.

   Steps to create cloud storage for the secondary copy

   1. Move the Secondary copy toggle key to the right.

   2. For Storage location, select an existing storage location or create a new storage location.

      To create a storage location, do the following:

      1. Click the add button .

         The Add cloud storage dialog box appears.

      2. From Type, select Metallic Recovery Reserve or Oracle Cloud Infrastructure Object Storage.

         Storage provider	Values
         Metallic Recovery Reserve	Storage class: Select the storage class for the type of access that you want to have for the data. Region: Select the region for the cloud storage.
         OCI Object Storage	Name: Enter a descriptive name for the storage. Credentials: Select existing credentials or create new credentials. Region: Select the region for the cloud storage. Compartment name: Enter the name of the compartment. Bucket: Enter the name of the bucket. Storage class: Select the storage class for the type of access that you want to have for the data.

      3. Click Save.

2. Click Next.

   The Select Plan page of the configuration wizard appears.

Plan

A plan specifies the storage to back up the data to and other settings such as recovery point objective (RPO) settings.

1. Select an existing plan or create a new plan.

   Steps to create a plan

   1. Click the add button .

      The Add plan dialog box appears.

   2. In the Plan name box, enter a descriptive name for the plan.

   3. For the plan settings, select pre-defined settings or create custom settings:

      • To select pre-defined settings, under Retention rules, select one if the following:

        • Select Standard retention to retain the incremental backups for 1 month.

        • Select Extended retention for optimized storage where the incremental backups of primary and secondary copies are retained for 1 month, and extended retention for monthly and yearly full backups.

          Note: The Extended retention option is available only when the secondary copy backup is selected.

      • To create custom settings, select Custom plan, and then specify the following:

        • For Retention, specify the amount of time to retain the backups.

        • For Backups run every, specify how often to run backups.

   4. Click Done.

2. Click Next.

   The Cloud Account page of the configuration wizard appears.

Cloud Account

The cloud account is used to access the instances for discovery, backups, and other operations.

1. Select an existing cloud account or create a new cloud account.

   Steps to create a cloud account

   1. Click Add a new cloud account.

   2. In Cloud account name, enter a descriptive name for the account.

2. Click Next.

   The Add VM Group page of the configuration wizard appears.

Add a VM Group

A VM group is a set of VMs that you want to back up with the same settings.

You can add content to the VM group by using rules that auto-discover VMs and/or by selecting specific VMs.

1. In Name, enter a descriptive name for the VM group.

2. To create rules that auto-discover and select instances to back up, do the following:

   1. Click Add, and then select Rules.

      The Add rule dialog box appears.

   2. From the list, select the type of rule to create:

      • Compartment: Select instances based on the compartment they are stored in.

      • Instance: Select instances based on their names.

      • Instance name or pattern: Select instances based on their names. For example, to select instances that have a name that includes "east", enter Instance name or pattern | Contains | east.

   3. Click Save.

3. To select instances in other ways, do the following:

   1. Click Add, and then select Content.

      The Add content dialog box appears.

   2. Select the VMs to add to the VM group.

   3. Click Save.

4. To see the instances that are selected for the VM group, click the Preview button.

5. Click Next.

   The Summary page of the configuration wizard appears.

Summary

1. Review the summary.

2. Click Finish.