> Commvault Cloud > Virtualization > Amazon EC2 > Configuration

Configuring Backups for Amazon EC2 Instances Using the Commvault Cloud Infrastructure

You can back up your Amazon EC2 instances directly to the cloud, without configuring or installing backup gateways, using the Commvault Cloud infrastructure.

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 Amazon Web Services.

  4. Click Next.

    The Amazon EC2 Backup Overview page of the configuration wizard appears.

Select "Back up using Commvault Cloud Infrastructure"

  1. Select Back up using Commvault Cloud Infrastructure.

  2. Click Next.

    The Configure Permissions page of the configuration wizard appears.

Configure Permissions

  1. Click the Launch CloudFormation Stack link to open the AWS account in the AWS console.

    Note

    If you do not have permission to create a role in the AWS account, copy the Launch CloudFormation Stack link and share it with your AWS IAM administrator.

  2. Log on to the AWS console.

    The Quick create stack page appears.

  3. Under Capabilities, read the information about the template, and then select the acknowledgment check box.

  4. Click Create stack.

    Wait for the CloudFormation Stack to finish creating the CommvaultTenantRole IAM role.

    The CloudFormation Stack creates the following policies, and then attaches the policies to CommvaultTenantRole:

    • CommvaultDynamoDBPolicy

    • CommvaultDocDBPolicy

    • CommvaultEC2Policy

    • CommvaultFSPolicy

    • CommvaultRDSPolicy

    • CommvaultRedshiftPolicy

    • CommvaultS3Policy

    • CommvaultVPCPolicy

  5. After the stack is created, on the Outputs tab of the AWS console, copy the ExternalID and IAMRole key values.

  6. Return to the Commvault Cloud configuration wizard.

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

    Important

    The credentials must have an external ID and an IAM role ARN—the values that you copied from the Outputs tab of the AWS console in a preceding step:

    • If you select existing credentials, to verify that the credentials have an external ID and an IAM role ARN, click the edit button edit button outline grey/gray pencil.

    • If you create new credentials, make sure to enter the external ID and the IAM role ARN.

    • If you create a new IAM role (to use instead of the CommvaultTenantRole IAM role) and you attach the new role to the Commvault Cloud backup gateway that handles your Amazon EC2 backups, make sure to update the credentials with the new external ID.

  8. Click Next.

    The Region page of the configuration wizard appears.

Region

  1. Select the region that the instances reside in.

    Only the regions where Commvault Cloud backup gateways are present are available to select.

  2. Click Next.

    The Select Cloud Storage page of the configuration wizard appears.

Select Cloud Storage

To review the supported combinations of primary and secondary storage, see Primary (Local) and Secondary (Cloud) Storage Options for Commvault Cloud.

Primary Copy

Select existing cloud storage or configure new cloud storage for the primary copy of your backups.

Only cloud storage options that are in the region you selected on the Region page are available to select.

To configure new cloud storage, do the following. Some settings are pre-populated and cannot be changed.

  1. Click the add button add/plus button - gray - no border.

    The Add cloud storage dialog box appears.

  2. In Name, enter a descriptive name for the cloud storage.

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

  4. In Bucket, enter name of the Amazon S3 bucket.

  5. Click Save.

Secondary Copy

To store a secondary copy of the backup data for long-term retention, do the following:

  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.

    Important

    If you select a different region for the secondary copy, you will incur inter-region data transfer costs.

  3. To create a storage location, do the following. Some settings are pre-populated and cannot be changed.

    1. Click the add button add/plus button - gray - no border.

      The Add cloud storage dialog box appears.

    2. In Name, enter a descriptive name for the cloud storage.

    3. In Bucket, enter the name of the Amazon S3 bucket.

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

    5. Click Save.

  4. Click Next.

    The Plan page of the configuration wizard appears.

Plan

Select an existing backup plan or create a new backup plan. A backup plan specifies the storage to back up the data to and other settings such as recovery point objective (RPO) settings.

To create a backup plan, do the following:

  1. Click the add button add/plus button - gray - no border.

    The Create backup plan dialog box appears.

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

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

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

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

      2. 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.

        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:

      1. For Snapshot retention, specify the number of snapshots to retain.

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

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

    • Click Done.

  4. Click Next.

    The Hypervisor page of the configuration wizard appears.

Hypervisor

By default, the Add a new hypervisor option is selected.

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

  2. Click Next.

    The Add VM Group page of the configuration wizard appears.

Add VM Group

A VM group is a set of VMs that you want to back up with the same settings. By default, the VM group is associated with all unprotected VMs that are discovered.

You can add content to the VM group by using rules that auto-discover content, by selecting specific instances, and by other ways. When you first create the VM group, you can add an instance that is relatively small, and then later you can update the VM group by adding more content.

  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, and then specify the rule:

      • Browse: Select specific instances. (Selecting this option changes the Add rule dialog box to the Add content dialog box.)

      • Guest DNS hostname: Select instances based on a hostname or a domain. For example, to select hosts on the "mycompany.com" domain, enter Guest DNS hostname | Ends with | mycompany.com.

      • Guest OS: Select instances based on operating system. For example, to select instances that are not Windows, enter Guest OS | Does not contain | Windows.

      • 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.

      • Power state: Select instances based on a power status of Running or Stopped.

      • Region: Select instances based on the region that they reside in.

      • Tag name: Select instances based on the names of tags that are assigned to them. Enter the tag name in the region\tag_name format. For example, to select instances in the eastern US region that are for a department, enter Tag name | Equals | us-east-1\department.

      • Tag value: Select instances based on the values of tags that are assigned to them. Enter the tag value in the region\tag_name\tag_value format. For example, to select instances in the eastern US region for the human resources department, enter Tag value | Equals | us-east-1\department\HR.

      • Zone: Select instances based on the zone that they reside in. For example, to select instances that reside in any eastern US zone, enter Zone | Contains | us-east. You can enter the zone value by typing or browsing to select.

    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. From the Browse and select VMs list, select one of the following:

      • By region: Select instances based on the region that they reside in.

      • By zone: Select instances based on the zone that they reside in.

      • By tags: Select instances based on tags that are assigned to them.

      • By instance type: Select instances based on their type, such as t2.micro or c5.large.

    3. Select the instances to add to the VM group.

    4. 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.

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