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How to back up Hyper-V VMs running third-party applications that do not support VSS?

#1
10-12-2020, 02:07 PM
Backing up your Hyper-V VMs, especially when dealing with third-party applications that don't support VSS, can feel overwhelming. It’s easy to get lost in the complexities of different backup methods, but I’m here to break it down for you. Let's get into the details of how I would approach it when managing my Hyper-V setup.

To begin with, you need to understand that VSS isn't always reliable or available for every application. Some applications just don’t have the necessary hooks into the VSS framework, which might leave you with some tough choices when it comes to data protection. That’s the reality I faced when working with SQL applications or legacy software. The first step I usually take is to evaluate the specific application’s data state and how it handles transactions.

One of the solutions I often find effective is to run the application in question during the backup window and apply a methodology called application-aware backup. Even though it’s not VSS, you're still aiming to capture the exact state of the application’s data while ensuring consistency. Setting up a scheduled task to pause or quiesce the application a few moments before the backup can help. For instance, if you’re running a database management system like MySQL, I might typically write a script that triggers a “FLUSH TABLES WITH READ LOCK” command before kicking off my backup. This effectively stalls all write operations temporarily while the backup is running.

The next thing I focus on is how snapshots interact with the application during this freeze. In some cases, you might want to disable the feature if it’s going to interfere with your backup scheme. For instance, if I'm dealing with a Hyper-V VM that has SQL Server, I can take a snapshot after locking the database tables and then create my backup from that snapshot. This allows me to maintain data integrity. Running a snapshot doesn’t take long, but it allows for a safe point in time to grab your VM data.

Once I have that snapshot, I can start the actual backup process. BackupChain, a local and cloud backup solution, is an option that’s been utilized for applications like these, allowing for VM file-level backups without necessarily relying on VSS. The backups can be done at the disk level and captured while the VM is still running. These backups can be scheduled during off-peak hours, which I’ve found to be handy. If you configure it to handle incremental backups, you're not just increasing efficiency, but also saving on storage costs.

As you set this up, consider what storage medium you'd like to utilize. Depending on the size of your VMs, you might decide to back up to a network location or an external drive. If your backups are large, you’ll face the reality of needing considerable disk space for either full or differential backups. That’s where I’ve found methodologies like deduplication invaluable to save storage costs and manage space effectively over time.

Another method that’s proven quite effective is scripting. When I manage VMs not supporting VSS, I often set up PowerShell scripts for automating the backup process. You can script out the shutdown of the application, create snapshots, and then use your backup tools to grab the files you need. An example script could look something like this: first, you would connect to the Hyper-V server, stop the application service, then create a snapshot, and finally start the backup with specific parameters. By automating this whole cycle, you significantly reduce human error.

Speaking of scripts, you need to pay attention to recovery scenarios. Including recovery testing in your strategy is crucial. Just because a backup runs perfectly doesn’t mean it’s usable. I always ensure that I periodically run recovery tests to validate that I can restore an application and use it without hassle. This can often be overlooked, but running a restore of your VM to a non-production environment helps catch issues before they hit your real environment.

If you find yourself in a situation where a different approach is needed, you should consider using third-party tools specifically designed for complex backup environments. For example, tools like Veeam can back up VMs and utilize snapshots intelligently even when VSS isn't available. But these involve additional costs and I’ve noticed varying levels of complexity with their configurations. It’s definitely worth researching based on your exact environment needs.

About frequency, I sometimes opt for nightly backups, but if I'm in an environment where transactions are happening frequently—such as with financial data or e-commerce applications—then I would consider more frequent backups or even transaction log backups. Implementing these will create much finer granularity to your backup strategy.

Let’s not sidestep monitoring. Keeping an eye on your backups post-creation is also a must. I find setting up alerts based on backup statuses to be helpful. If anything goes wrong, like a failure in application calls or snapshots timing out, getting an alert immediately is a valuable strategy.

In summary, when you're dealing with Hyper-V VMs and third-party applications that don’t support VSS, the focus should be on creating consistent states, incorporating scripts for automation, thoroughly testing your recovery, and making good use of storage.

As technology continues to evolve, I’ll keep revisiting these strategies to adapt to any new tools or methods that come along. It's all about finding the right balance for your specific applications and infrastructure. By handling it this way, you're not only bolstering your organization's data reliability but also making sure that you're ahead of potential data integrity issues in an increasingly complex backup landscape.

melissa@backupchain
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Joined: Jun 2018
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How to back up Hyper-V VMs running third-party applications that do not support VSS?

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