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How to back up VMs with in-guest iSCSI mounted volumes?

#1
06-20-2023, 01:52 AM
Backing up VMs that have in-guest iSCSI mounted volumes can be a bit tricky, but I’ve had enough experience with it to know how to make it straightforward. You see, iSCSI volumes act like standard disks to the operating system within the VM, which can complicate backup processes since traditional approaches may not account for data consistency.

First, I’ve learned that one of the common solutions involves making sure your backup software can handle application-consistent backups, especially if you’re working with databases or other critical applications. Not all backup software manages this well, so it’s crucial to pick one that understands how to work with the state of the VM and the data in those iSCSI volumes.

For instance, let’s say you are using BackupChain, an established Hyper-V backup solution, as part of your toolset. Although it mainly focuses on Hyper-V and VMware backups, it has mechanisms for ensuring that the in-guest volumes are treated carefully during the backup process. It can automatically take care of snapshotting VMs, but the in-guest state needs to be consistent, which you can achieve through various strategies.

One thing I’ve implemented is using VSS (Volume Shadow Copy Service) to ensure the data is queued correctly. If you have an application like SQL Server running on that VM, you’d want to make sure SQL Server backs up data without interrupting transactions. I’ve often configured the SQL Server databases to use VSS for their snapshots. This way, even though the iSCSI volumes may contain active data, the VSS creates a point-in-time snapshot, making sure that what’s being backed up is valid and usable.

In practice, when I backup a VM with iSCSI mounted volumes, I’ll typically configure a backup job that includes pre-backup scripts. For example, on a VM running a web application that writes data to an iSCSI volume, I can create a script that pauses the application or services tied to that data. This task eliminates the chances of noting incomplete transactions during a backup. After invoking that script to pause the services, I can trigger the backup job, ensuring data integrity throughout the process.

Once the backup is done, I execute a secondary script that resumes the services to bring everything back to normal operation. This flow has been particularly useful for businesses that can’t afford downtime but still require reliable backups of their systems, allowing me to achieve consistent backups without disrupting workflow excessively.

In addition to using VSS, I learned that being aware of the underlying storage configuration is very important. If you’re using a storage area network (SAN) for your iSCSI storage, ensure that backups from the SAN side are not neglected. When configuring the backup, I’ve found that capturing the state of the entire storage architecture works best, especially for larger organizations where data can exist on multiple volumes.

Back on the VM side, if you skip a step or misconfigure how your in-guest iSCSI mounts are captured, you risk losing not just files but key application data, which can be a nightmare. I learned the hard way that taking shortcuts during backup configuration can lead to a corrupted restore later. This lesson pushed me to always plan out the backup architecture well ahead of any disaster.

Another area I’ve become conscious of is the use of incremental backups. While full backups are essential, I found that relying solely on them can quickly lead to storage bloat. Incremental backups save time and only capture data that has changed since the last backup. To implement this, I configure the backup job using BackupChain to run full backups weekly and incrementals daily. This combination allows me to keep a comprehensive backup system while managing storage usage effectively.

When it comes to securing those backups, I’ve always placed strong emphasis on encryption, especially if sensitive data resides on your iSCSI volumes. Whether it’s meeting compliance standards or just protecting company secrets, encrypting the backup data prevents unauthorized access. I usually configure encryption options within the backup software I’m using, ensuring that the data is secure at rest and in transit.

Yet, the most significant aspect of backing up VMs with iSCSI volumes is testing the restore process. I’ve met too many IT pros who skip this step—thinking a backup is sufficient without ever validating its integrity. Restoring backups, ensuring data accuracy, and testing the application functionality are as crucial as the backup itself. Creating a separate test environment where I can restore the VM with its iSCSI volume is something I mandate as part of my standard operating procedure. This way, I can ensure that the backup worked as intended.

Documentation has also been vital in this process. I keep records of configurations, schedules, and scripts I’m using for backups. This documentation helps immensely when someone else steps into the role or if I move on to another project. It makes everything clearer and reduces the chances of mistakes when someone needs to restore or reconfigure a backup job. I always recommend that documentation should include everything: from the types of iSCSI volumes in use to the settings of the backup software.

It's also essential to stay educated on updates regarding both the operating systems and backup solutions being used. Sometimes just a patch can introduce new features that would make the backup process easier or more efficient. Regularly checking for updates and improvements ensures that you’re getting the best out of your configurations and technologies at hand.

Finally, when you’re involved in an ever-evolving technology landscape, I can’t stress enough that community engagement—whether through forums, local user groups, or online platforms—provides immense value too. You’ll discover that other IT professionals often share their experiences or challenges, and sometimes their insights can reveal new strategies or tools that can significantly enhance your backup processes.

Being part of this community has allowed me to troubleshoot issues faster and adopt best practices that others have already tested and validated. Plus, it keeps you informed about industry trends and innovations that can directly impact how you handle your backups in the future.

In this journey of backing up VMs with in-guest iSCSI mounted volumes, I’ve learned it’s about ensuring data integrity while managing the complexities of different storage architectures. Taking thoughtful steps, leveraging effective tools, and keeping a proactive mindset can lead to not just reliable backups but also data resilience in any organization.

savas
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Joined: Jun 2018
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