> For the complete documentation index, see [llms.txt](https://docs.trilio.io/kubernetes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trilio.io/kubernetes/5.0.x/getting-started/using-trilio/getting-started-with-management-console/navigating-intro/backup-and-recovery/backupplans/create-backup-plans.md).

# Create Backup Plans

## Create Backup Plans

1. Log in to the T4K **Management Console**.
2. From the left panel menu, click **Backup & Recovery**.
3. Select one of your clusters from the left panel menu, which displays a dropdown menu for you to select from.<br>

   <figure><img src="/files/cTNQMcGzcImqKQDKA1o5" alt="" width="563"><figcaption><p>Backup Plan Listing</p></figcaption></figure>
4. From this dropdown menu, select **Backup Plans**.
5. From the page displayed, select **Create New**.
6. Choose from the three types of backup plan that may be created:
   * **Application**
   * **Single-namespace**
   * **Multi-namespace**
7. Follow the separate instruction sets for the backup plan types below.

## Backup Plan - Single Namespace

1. The **CREATE NEW BACKUPPLAN Single Namespace** window \*\*\*\* displayed is arranged into two sections. Left section displays the current step. The right section opens to configuration section which is the first step to create a plan.<br>

   <figure><img src="/files/j2I8vN1xm4nceaPeDYBO" alt="" width="563"><figcaption><p>Create Backup Plan Configuration</p></figcaption></figure>
2. **Namespace -** Choose from the dropdown menu.
3. **Name -** Type a meaningful name for your plan.
4. **Target** - (Mandatory) Target is a storage location where backup/ snapshot will be stored. Select a target from the dropdown.
5. **Encryption Secret** - Choose an encryption secret from the dropdown menu. Which will encrypt  backup/snapshot.
6. **Snapshot Policies -** This opens snapshot policies options which schedules the snapshot based on the policy selected.
7. **Snapshot Scheduling Policy -** This dropdown list all the scheduling policies to select from.
8. **Snapshot Retention Policy -** This dropdown list all the retention  policies to select from.

<figure><img src="/files/7GQiKlLQIHXIxHnF8n6V" alt="" width="563"><figcaption><p>Create Backup Plan Snapshot Policies</p></figcaption></figure>

9. **Backup Policies -** This opens backup policies options.

<figure><img src="/files/k5mpZwUYHxuX11OwrB3V" alt="" width="563"><figcaption><p>Create Backup Plan Backup Policies</p></figcaption></figure>

10. **Scheduling Policy** : **Full Backup** this schedules the backup based on the policy selected, when this plan is part of full backup.
11. &#x20;**Scheduling Policy : Incremental Backup** this schedules the backup based on the policy selected, when this plan is part of an incremental backup process.
12. **Retention Policy** A retention policy specifies the number of backups to retain for different intervals.Select a retention Policy from the dropdown.

<figure><img src="/files/Ajo9Tqb03Uw9UKobBH37" alt="" width="563"><figcaption><p>Create Backup Plan Advanced Section</p></figcaption></figure>

13. **Retain Helm Apps** - Enable this toggle to retain Helm apps during restore operations for backup.
14. **Skip Image Backup** - This toggle is to skip image Backup as it excludes the backup of container image.
15. **Add Hooks**&#x20;
16. Click **Next**.
17. The **Step 2: Resource Selector** tab is now displayed. To **include resources**, click **Add Resources**. Included resources will appear under the **Included Resources** list.<br>

    <figure><img src="/files/l6YjUBXeLiet79E1vMOL" alt="" width="563"><figcaption><p>Create Backup Plan Resource Selector</p></figcaption></figure>
18. To **exclude resources**, click **Add Resources**. Excluded resources will appear under the **Excluded Resources** list.
19. Click **Next**.\ <br>

    <figure><img src="/files/U8806Ai6D6bBqyXM3GK1" alt="" width="563"><figcaption><p>Create Backup Plan Continuous Restore</p></figcaption></figure>
20. &#x20;**Step 3: Continuous Restore** (Optional) \
    **Remote TVK Instance** Select a remote TVK instance from the dropdown menu&#x20;
21. **Continuous Restore Policy** is a dropdown that list all the Continuous Restore Policies, And also provide an option to create a new  Continuous Restore Policy by clicking new  Continuous Restore Policy link provided at the bottom of the dropdown .
22. **Add new transform** [#create-backup-plan-hook-configuration](#create-backup-plan-hook-configuration "mention")
23. **Skip & Create** if Continuous Restore is not required, click on this to skip the step.
24. Click **Create** to create a backup plan with **Continuous Restore.**
25. **The Step 4: Final Step Status Log**<br>

    <figure><img src="/files/hcNrxxa0JyDFgmnblQws" alt="" width="563"><figcaption><p>Status Log</p></figcaption></figure>

## Backup Plan - Application

1. The first step for **Application Backup Plan** is similar to **Single Namespace Backup Plan.**
2. The **Step 2: Component Details** Step is now displayed. There are three optional sub-tabs to choose from:&#x20;

{% tabs %}
{% tab title="Operator" %}

* Click **Add Operator** Then type your operator name or ID into the **Operator** text field.\
  ![](/files/mTBlbpxaF5G50VxBoVKE)
* After clicking **Add Operator** type your operator name or ID into the **Operator** text field, And click on Apply.\
  ![](/files/8x0VWAdw3mqSE4JXglny)
* After clicking **Apply** the operator will be added. Here there are multiple actions.<br>
  1. Click **Add Another** to include an operator.
  2. Use the **Edit icon** to modify the new operator.
  3. Click the **X** icon to remove the operator.
  4. Select **Add Operator Resources** to include resources.
  5. Click\
     ![](/files/KLWYi6VzQOypH4DhnONr)
     {% endtab %}

{% tab title="Helm Release" %}

* Click **Add Helm Release**.\
  ![](/files/lJETzaUHL94UwHHjnIwa)
* &#x20;Then **Select a Helm release** from the dropdown.\
  ![](/files/4Nq0PVgqHkOAGJVaxejd)
* Click **Apply**
  {% endtab %}

{% tab title="Custom" %}

* Click on **Custom** tab.\
  ![](/files/SPv6NCnNb8tjQo6uK0OH)
* To **include resources**, click **Add Resources**. Included resources will appear under the **Included Resources** list.
* To **exclude resources**, click **Add Resources**. Excluded resources will appear under the **Excluded Resources** list.
  {% endtab %}
  {% endtabs %}

3. The **Step 3: Continuous Restore Step** is now displayed. This is same as Backup Plan - Single Namespace.
4. **The Step 4: Final Step Status Log** is same as Single Namespace status log.<br>

## Backup Plan - Multi-namespace

The **CREATE MULTI-NAMESPACE BACKUPPLAN** window \*\*\*\* displayed is arranged into two main sections left one shows the steps/progress and right one shows **Global Configuration**. First to display is **Step 1: Global Configuration.**\
\
Provide parameters like:

<div align="left"><figure><img src="/files/4cPoZOWsJSfyjraWuzIX" alt="" width="563"><figcaption><p>Create Multi-Namespace Backup Plan </p></figcaption></figure></div>

1. **Target** (Mandatory) Target is a storage location where backup/ snapshot will be stored. Select a target from the dropdown.
2. **Encryption Secret** - (Optional) Choose an encryption secret from the dropdown menu. Which will encrypt  backup/snapshot.
3. Click **Next**.
4. &#x20; **Step 2: Resource Selection**  resources can be added  to the **Included Resources** by clicking **Add Resources.**&#x61;nd/or the **Excluded Resources** list by clicking **Add Resources**. In this example, none are added.\
   ![](/files/aM4XtXeIP3TU7rjrdPnM)
5. Resources can be excluded form the **Excluded Resources** list by clicking **Add Resources**.&#x20;
6. Click **Next**
7. **Step 3: Namespace Configuration  By Namespace** is the first sub-tab of the **Step 3: Namespace Configuration**. On this sub-tab, selected namespace are listed. To add namespace-specific configuration like **hooks**, **exclude resources** and **include resources**, click **Add Configuration** beside the relevant namespace. There is also an option to **Add Namespace** if you wish to do that. This step is optional, so if namespace specific-configurations are not specified, global level configurations will be applied.\
   ![](/files/c2pclOdeWZV2YXKRiRIO)
8. &#x20;**Step 3: Namespace Configuration By Namespace Selector** is the second sub-tab of this step. On this sub-tab, you can select **Add Namespace Selector**. This is \*\*\*\* a combination of matching labels and matching expressions and T4K will select the namespaces that match the selected label sets dynamically. This step is optional, so if namespace specific-configurations are not specified, global level configurations will be applied.\
   ![](/files/dj0cM6hmETQbpHi55bPz)
9. Click next.
10. **Step 4: Continuous Restore** (optional) this have two dropdowns first  **Remote TVK Instance** which is a dropdown to select the TVK instance. and second **Continuous Restore Policy** dropdown that list all the Continuous Restore Policies. And also provides option to create a new continuous Restore Policy by clicking new continuous Restore Policy link provided at the bottom of the dropdown.

<figure><img src="/files/u5TGCVeGH7qgEzpAYxsD" alt="" width="375"><figcaption><p>Create Backup Plan Continuous Restore</p></figcaption></figure>

11. **Skip & Create** if Continuous Restore is not required click on this to skip the step.
12. Click **Create** to create a backup plan with **Continuous Restore.**
13. You are now prompted to name your backup plan. Type a meaningful name into the free text field.\
    ![](/files/An0LMmbOEIslA2oyH98g)
14. Select **Done**.
15. **Step 5: Status Log** is same as Single Namespace status log.

## Create Backup Plan - Hook Configuration

This section explains how to add hooks to a backup plan.\
\
In **Create Backup Plan Step 1: Backup Plan Configuration**, click on the **Advanced** section and then click **Add Hook**.\
![](/files/1PzPWq7GKm92CvujSdyS)\
1\. **Select a Hook** from the dropdown menu or create a new hook using the link provided at the very bottom of the dropdown. [Create Hook](/kubernetes/5.0.x/getting-started/using-trilio/getting-started-with-management-console/navigating-intro/backup-and-recovery/hooks/create-hook.md)\
\
![](/files/Imcqy4z4cFHtBSUOR60G)

\
2\. TVK provides the capability for selecting the containers within the pods selected by the pod selector.

* Click on **Add label Set**  to add a Label Set.&#x20;

* There will be two sub-tabs: **Match Labels** and **Match Expressions**.

  \
  \
  ![](/files/QWzPfl4v0oMogaqURxAZ)<br>

* **Match Labels:**

  * Select Labels from the dropdown and click **Apply.**
  * The added labels will be listed under the **Added Labels** section.
  * Click **Add** to add label set to the hook.

* Match Expressions:
  * Match expressions include key-operator-value pairs where the value is optional based on the selected operator.\
    ![](/files/x4Eg9XaFyyucalxbhB6M)
  * Click on **Match Expression** sub tab.
  * Select a Key from the **Keys** dropdown.
  * Select an operator from **In**, **Not In**, **Exists**, or **Does Not Exist**.
  * Select a value (only if **In** or **Not In** is selected in the previous step).
  * Click **Apply** to add this to **ADDED LABELS** list.
  * Click **ADD**

3\. **Pod Selection Using Regex:**

* The pod selection can be done by matching a regex Or provide a **Regex.**&#x20;

4. **Container Name Matching:**

* The expression provided in this field is used to match container names within the pods selected by the pod selector.
