Creating a Plan for SQL Server Backups Running On-Premises

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

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

    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 of 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, move the Custom plan toggle key to the right, and then specify the following:

      • Under Primary, in the Retention box, specify the amount of time to retain the backup jobs.

      • Under Secondary, enter the following:

        • In the Retention box, specify the amount of time to retain the backup jobs.

        • For Retention monthly full (Secondary copy), specify the amount of time to retain the monthly full backup on secondary copy.

        • For Retention yearly full (Secondary copy), specify the amount of time to retain the yearly full backup on secondary copy.

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

  4. Click Done.

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