#Use the SaaS Infrastructure Mode

To create a new backup scope, follow the steps below:

1. Go to the Backup page on the new UI.

Click on the Virtual Machine service tile or click the More actions button on the upper-right corner of the Virtual Machine service tile and click Configure backup scope from the drop-down list.

In the Configure backup scope for virtual machines page, all the existing backup scopes for Azure virtual machines, Amazon EC2 instances, and Google VM instances are listed in the table. You can use the search box to search for the backup scopes by name and manage the columns to adjust the view of the backup scopes.

1. Click the Create button and select Amazon EC2.

2. In the Choose a mode forAmazon EC2 page, select CAP Gateway mode and click Continue.

3. Then, choose a method. You can choose to manually select the Amazon EC2 instances that you want to add to the backup scope, or you can configure a dynamic scope to use attribute-based rules to include the instances that meet your conditions to the backup.

   • Manually Select – In the Select instances step, select the Amazon EC2 instances that you want to add to this backup scope. You can use the Search box to search for the instances via the keywords in the name or instance ID.

     • The instances are grouped by AWS account ID. Selecting the checkbox in the column header will select all the instances.

     • To search for instances, enter the instance name in the search box and click the Search button.

     • To filter the instances of a specific region, click Filters and select the regions from the Region list.

Dynamic Rules – In the Select instances step, define the rule conditions for the Amazon EC2 instances that you want to include in this backup scope. You can add multiple rules to filter the Tag name, Tag value, Instance name, or Region. Click Apply when you complete the rule configuration, and then the instances that meet your rules will be displayed in the table and included for backup. The dynamic scope will automatically add or remove the instances according to your rules. The new instances that meet the configured rule conditions will also be automatically added to the backup scope.

4. Click Next, and you will go to the Configure storage based on region step to configure a storage profile for each region. You can select a storage type and then select storage profiles. You can use an existing storage profile or create a new storage profile to store the backup data for the instances in the same region. For details on configuring storage location, refer to Manage Your Storage.

   *Note: If you have enabled a firewall for your Amazon EC2, you need to add the AvePoint IP addresses to your Amazon EC2 account firewall or configure the firewall to allow AvePoint agent servers running on a dedicated ARM Vnet subnet to access your storage location. For details, refer to Allow AvePoint Agent Servers to Access Your Storage Account.

5. After you finish the storage configuration for each region, click Next to configure the scope information, schedule, and data retention settings. Refer to the following:

   

   • Scope information – Enter a name and description for the scope you are creating. The description is optional.

   • Schedule – Click hours, days, weeks, or months as the unit of time for the backup interval, enter a number in the text box after Every, and then configure the start time for your first backup job. By default, the backup job will run once a day. Backing up Amazon EC2 instances at the same time may cause traffic jams. You are recommended to configure backup schedules for different backup scopes at different times of the day and make sure the times do not overlap.

   • Notification – Check the notification profiles which will be applied to the backup scope.

   • Retention policy – Configure when to prune the snapshots from AWS and the backup data from the storage location. Note that if you are using AvePoint storage, the retention policy for backup data is subject to your agreement and you can configure a retention period up to the retention policy in your subscription.

     • For snapshots in AWS – You can choose the number of the latest snapshots to retain or choose for how long the snapshots will be retained after generation.

     • For backup data in storage – Configure the retention period to keep the backup data in the storage. If you are using AvePoint default storage with unlimited retention period, the Unlimited option is selected automatically in the list. If you want to use a custom retention period, select Custom from the list, enter a number in the text box, and select weeks, months, or years from the drop-down list. The retention period cannot be less than 2 weeks. Note that if you have a retention policy with a fixed year in your subscription, the maximum retention period that you can configure will be displayed under this field.

     • *Note: When you configure the retention period for backup data using the Year unit, the Configure Full Backup Frequency section will appear. You can then select a number from the drop-down list to set the full backup frequency. If the retention period is set to more than three months using the Month or Week unit, the full backup frequency will automatically be set to three months and cannot be changed. For retention periods of less than three months, the full backup frequency will be adjusted accordingly and cannot be modified.

6. Click Next to review your settings.

7. Click Save to save this backup scope. The backup for the Amazon EC2 instances in this backup scope will roll out as scheduled. For more details about monitoring the backups, refer to Monitor Your Backup.