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Backup Strategy Management

In XLServer, you can take a snapshot of a live database on demand, or automatically based on a predefined backup strategy.

A Backup Strategy defines how database snapshots are created, retained, and managed in order to protect live databases and comply with your Service Level Agreements (SLA).

A live database is considered protected only if it has a backup strategy attached.

View All Backup Strategies​

To view all existing backup strategies:

  • Navigate to System > Backup Strategy

Backup Strategy List

Create Backup Strategy​

  1. Click on CREATE NEW BACKUP STRATEGY.
  2. The Backup Strategy Creation Wizard appears.
  3. Fill in the Generic Information:
    • Name – strategy name
    • Description – short description
    • Default Retention – default retention policy for snapshots created by this strategy

Backup Strategy Generic Information

Click Next.

Scheduler Configuration​

In the Scheduler page, you define the frequency of snapshot creation.
XLServer supports Hourly, Daily, Weekly, and Monthly schedules.
Each frequency can be enabled/disabled independently.

1. Hourly​

  • Enable the frequency using the Status switch.
  • Define every X hours when the snapshot should run.
  • Set the snapshot retention for this frequency.
  • Choose on which days of the week this frequency applies.

Backup Strategy Hourly

2. Daily​

  • Enable the frequency using the Status switch.
  • Define the start hour and minute for the snapshot.
  • Set the snapshot retention for this frequency.
  • Choose on which days of the week this frequency applies.

Backup Strategy Daily

3. Weekly​

  • Enable the frequency using the Status switch.
  • Choose the day of the week to run the snapshot.
  • Define the start hour and minute.
  • Set the snapshot retention for this frequency.

Backup Strategy Weekly

4. Monthly​

  • Enable the frequency using the Status switch.
  • Choose when in the month the snapshot runs. Options:
    • Specific day of the month
    • First day of the month
    • Last day of the month
    • First occurrence of a specific weekday
    • Last occurrence of a specific weekday
  • Depending on the option chosen:
    • Selected Day – specify the day of month (e.g., 15)
    • First/Last Occurrence – specify the weekday (e.g., Monday)
  • Define the start hour and minute.
  • Set the snapshot retention for this frequency.

Backup Strategy Monthly

Click FINISH to create the backup strategy.

Edit Backup Strategy​

  1. Click the pencil icon next to the backup strategy.
  2. The Modify Backup Strategy Wizard appears.
  3. From the Generic Information page, you can change:
    • Name
    • Description
    • Default snapshot retention

Edit Backup Strategy Generic Information

  1. Click Next.
  2. In the Frequency page, add or modify frequency rules (same options as during creation).

Edit Backup Strategy Scheduler

  1. Click FINISH to validate changes.

Delete Backup Strategy​

  1. Click the trash icon next to the strategy.
  2. Confirm deletion.

Delete Backup Strategy

⚠️ Important
You cannot delete a backup strategy that is already attached to a live database.

Permissions​

  • To create a backup strategy, the user must have privilege: CREATE_BACKUP_STRATEGY.
  • To edit or delete a backup strategy, the user must have privilege: MANAGE_ANY_BACKUP_STRATEGY.
  • Administrator users can always create, edit, and delete backup strategies.

Recommendations​

  • Reuse existing backup strategies when possible, or create custom strategies to match your SLA.
  • Use meaningful names and descriptions to make strategies easier to identify.
  • Choose the right frequency based on your RPO (Recovery Point Objective) and RTO (Recovery Time Objective).

💡 Tip

  • Low frequency → Poorer RPO/RTO (more data loss possible).
  • High frequency → Better RPO/RTO, but may introduce performance overhead on the live database.

Examples:

  • If your RPO = 2 hours, configure an Hourly strategy running every 2 hours.
  • If your RPO = 24 hours and RTO = 2 hours, use a Daily backup strategy + log backup every 2 hours.