# How to Backup Finmars

# Doing VM Backup in AWS

<span style="white-space: pre-wrap;">Here is guide to automate backups of your </span>****finmars-platform-vm****, including both its EC2 settings (AMI) and its disk (EBS volumes), all in one place:

1. ****Sign in to AWS****
    - <span style="white-space: pre-wrap;">Open your browser and go to </span>[console.aws.amazon.com](https://console.aws.amazon.com).
    - Enter your AWS username and password.
2. ****Open AWS Backup****
    - <span style="white-space: pre-wrap;">In the top search box, type </span>****Backup****.
    - <span style="white-space: pre-wrap;">Click </span>****AWS Backup****<span style="white-space: pre-wrap;"> when it appears.</span>
3. ****Create a new backup plan****
    1. <span style="white-space: pre-wrap;">In the left menu, click </span>****Backup plans****.
    2. <span style="white-space: pre-wrap;">Click </span>****Create backup plan****.
    3. <span style="white-space: pre-wrap;">Choose </span>****Build a new plan****.
    4. <span style="white-space: pre-wrap;">Give the plan a name, for example </span>****finmars-daily****.
    5. <span style="white-space: pre-wrap;">Under </span>****Backup rule****, set:
        - ****Frequency****: Daily
        - ****Time****: 01:00
        - ****Retention****: e.g. keep for 7 days
    6. <span style="white-space: pre-wrap;">Click </span>****Create plan****.
4. ****Edit the rule to back up both EC2 and EBS****
    1. <span style="white-space: pre-wrap;">Under your new plan, find the </span>****Backup rule****<span style="white-space: pre-wrap;"> you just made.</span>
    2. <span style="white-space: pre-wrap;">Click the three-dot menu next to it and choose </span>****Edit rule****.
    3. <span style="white-space: pre-wrap;">Scroll to </span>****Resource selection****.
    4. <span style="white-space: pre-wrap;">For </span>****Resource type****<span style="white-space: pre-wrap;">, pick </span>****Amazon EC2****.
        - This makes AWS Backup create an AMI of your instance.
    5. <span style="white-space: pre-wrap;">Click </span>****Add another resource type****.
    6. <span style="white-space: pre-wrap;">Pick </span>****Amazon EBS****.
        - This makes AWS Backup snapshot your volumes.
    7. <span style="white-space: pre-wrap;">Click </span>****Update rule****.
5. ****Assign your VM and its volumes****
    1. <span style="white-space: pre-wrap;">In your plan, click </span>****Assign resources****.
    2. <span style="white-space: pre-wrap;">Give the assignment a name, like </span>****finmars-vm-and-volumes****.
    3. <span style="white-space: pre-wrap;">Under </span>****Select resource IDs****, choose:
        - <span style="white-space: pre-wrap;">Your </span>****finmars-platform-vm****<span style="white-space: pre-wrap;"> instance ID</span>
        - The IDs of its EBS volumes (usually listed under the instance)
    4. <span style="white-space: pre-wrap;">Click </span>****Assign backup****.
6. ****Check your automated backups****
    - <span style="white-space: pre-wrap;">In the left menu, click </span>****Backup vaults****<span style="white-space: pre-wrap;"> to see where backups are stored.</span>
    - <span style="white-space: pre-wrap;">Click </span>****Protected resources****<span style="white-space: pre-wrap;"> to confirm your VM and volumes are listed.</span>
7. ****Change or stop the plan****
    - <span style="white-space: pre-wrap;">To change schedule or retention, go to </span>****Backup plans****<span style="white-space: pre-wrap;">, select </span>****finmars-daily****, then edit the rule.
    - <span style="white-space: pre-wrap;">To stop backups, select the plan and click </span>****Delete****.

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🎉 Now AWS Backup will run every day at 01:00. It will:

- ****Create an AMI****<span style="white-space: pre-wrap;"> of your EC2 instance (so you can launch a new server with all settings intact)</span>
- ****Snapshot your EBS volumes****<span style="white-space: pre-wrap;"> (so your data and files are safe)</span>

# Restore VM backup in AWS

<span style="white-space: pre-wrap;">Here is guide to restore your </span>****finmars-platform-vm****<span style="white-space: pre-wrap;"> from an AWS Backup AMI. We skip the EBS volume step:</span>

1. ****Sign in and open AWS Backup****
    - <span style="white-space: pre-wrap;">Go to </span>`<span class="editor-theme-code">console.aws.amazon.com</span>`<span style="white-space: pre-wrap;"> and log in.</span>
    - <span style="white-space: pre-wrap;">In the top search box, type </span>****Backup****<span style="white-space: pre-wrap;"> and click </span>****AWS Backup****.
2. ****Go to your backup vault****
    - <span style="white-space: pre-wrap;">In the left menu, click </span>****Backup vaults****.
    - <span style="white-space: pre-wrap;">Click the vault you used for </span>****finmars-daily****<span style="white-space: pre-wrap;"> (often </span>****default****).
3. ****Find the right recovery point****
    - <span style="white-space: pre-wrap;">You’ll see a list of </span>****Recovery points****<span style="white-space: pre-wrap;"> (one per day).</span>
    - Pick the date you want to restore from.
4. ****Restore the EC2 instance (AMI)****
    1. <span style="white-space: pre-wrap;">Click the recovery point whose </span>****Resource type****<span style="white-space: pre-wrap;"> is </span>****Amazon EC2****.
    2. <span style="white-space: pre-wrap;">Click </span>****Actions → Restore****.
    3. <span style="white-space: pre-wrap;">For </span>****Restore as****<span style="white-space: pre-wrap;">, choose </span>****Amazon EC2****.
    4. <span style="white-space: pre-wrap;">Give the new instance a name, e.g. </span>****finmars-platform-vm-restored****.
    5. <span style="white-space: pre-wrap;">Pick the same </span>****Instance type****<span style="white-space: pre-wrap;"> (t3.xlarge).</span>
    6. <span style="white-space: pre-wrap;">Choose the same </span>****VPC****<span style="white-space: pre-wrap;"> and </span>****Subnet****.
    7. <span style="white-space: pre-wrap;">Enable </span>****Auto-assign Public IP****<span style="white-space: pre-wrap;"> if you want it.</span>
    8. <span style="white-space: pre-wrap;">Click </span>****Restore****.
5. ****Verify your restore****
    - <span style="white-space: pre-wrap;">In </span>****EC2 → Instances****<span style="white-space: pre-wrap;">, you’ll see </span>****finmars-platform-vm-restored****<span style="white-space: pre-wrap;"> launching.</span>
    - <span style="white-space: pre-wrap;">Wait until it shows </span>****running****<span style="white-space: pre-wrap;"> and </span>****2/2 checks passed****.
    - SSH into it to check your OS and settings.

🎉 You’ve now restored your server using its AMI!

# Using the Setup web interface

We allow backup and restore through setup web interface

# Doing Backup

1. **Open Finmars Setup web interface in your Web Browser**  
      
    Go to http://**Your\_Public\_IP**<span style="white-space: pre-wrap;">:8888 (for example </span>[http://127.0.0.1:8888](http://127.0.0.1:8888)<span style="white-space: pre-wrap;"> for local instalation)</span>  
      
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/image.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/image.png)
2. **Open "Backup &amp; Restore" page**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/ft3image.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/ft3image.png)
3. **Create Backup**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/HKHimage.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/HKHimage.png)

# Restore Backup

1. **Open Finmars Setup web interface in your Web Browser**  
      
    Go to http://**Your\_Public\_IP**<span style="white-space: pre-wrap;">:8888 (for example </span>[http://127.0.0.1:8888](http://127.0.0.1:8888)<span style="white-space: pre-wrap;"> for local instalation)</span>  
      
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/image.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/image.png)
2. **Open "Backup &amp; Restore" page**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/POYimage.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/POYimage.png)
3. **Restore certain Backup**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/zavimage.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/zavimage.png)

# Restore Backup from external file

1. **Open Finmars Setup web interface in your Web Browser**  
      
    Go to http://**Your\_Public\_IP**<span style="white-space: pre-wrap;">:8888 (for example </span>[http://127.0.0.1:8888](http://127.0.0.1:8888)<span style="white-space: pre-wrap;"> for local instalation)</span>  
      
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/image.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/image.png)
2. **Open "Backup &amp; Restore" page**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/op0image.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/op0image.png)
3. **Choose File for backup and Restore**  
    [![image.png](https://docs.finmars.com/uploads/images/gallery/2026-01/scaled-1680-/SCLimage.png)](https://docs.finmars.com/uploads/images/gallery/2026-01/SCLimage.png)