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knowledge-wiki/workstreams/backup-solution.md
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jarvis-at-skic 68fc65e685 feat(dpvp): add backup-solution architecture notes from 2026-07-17 thread review
- New file: workstreams/backup-solution.md
  - DLM explanation: what it is, how it works, vs AWS Backup
  - EC2/compute backup Q&A: AMI vs EBS snapshot, stateful vs stateless matrix
  - Document gaps checklist (rename, DLM policy spec, golden AMI strategy, etc.)
- Updated vssa-dpvp.md: note linking to backup-solution.md
- Updated README.md: added backup-solution to workstreams index
2026-07-17 10:11:45 +00:00

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AWS Backup Solution — Architecture Notes

Workstream: VSSA — DPVP
Source: Thread #vssa-dpvp-storm (2026-07-17) — Lego review + Q&A
Status: 🔵 In progress — questions answered, doc gaps identified
Last updated: 2026-07-17


Document Rename

aws backup-solutions (plural) → backup-solution (singular)


Q&A — Key Learnings from Thread Review

1. What is AWS DLM and how does it work?

AWS Data Lifecycle Manager (DLM) is a native AWS service that automates creation, retention, and deletion of EBS snapshots and AMIs. No Lambda, no cron jobs — it's built into AWS.

Flow

EC2 / EBS Volume
      │
      ▼
  DLM Policy ──► Tag-based targeting (e.g. tag: backup=true)
      │
      ▼
  Schedule ──► Snapshot/AMI on cron (hourly / daily / weekly)
      │
      ▼
  Retention ──► Count-based (keep last N) or age-based (keep X days)
      │
      ▼
  Cross-Region Copy (optional) ──► DR region replication
      │
      ▼
  Cross-Account Copy (optional) ──► Isolated backup account

DLM vs AWS Backup

DLM AWS Backup
Scope EBS + AMIs only Multi-service (RDS, EFS, EKS, DynamoDB, FSx, EC2…)
Complexity Simple, low-level Central console, Vault Lock, compliance policies
Best for Fine-grained EBS snapshot control Enterprise-wide unified backup strategy
Coexistence ✅ — run alongside each other

Recommendation: Use DLM for granular EBS/AMI control + AWS Backup for everything else.


2. Can compute resources (EC2) be backed up?

Yes. Two approaches:

A — AMI (Full Instance Backup)

Captures the entire EC2 instance: OS, software, config, and all attached EBS volumes.

  • Automate with: DLM (AMI schedule) or AWS Backup (EC2 resource type)
  • Supports cross-region copy for DR

B — EBS Snapshots (Volume-level)

For data volumes only — faster and cheaper than full AMIs.

  • Automate with: DLM snapshot policies or AWS Backup

Compute Backup Decision Matrix

Resource Backup Mechanism RPO Notes
EC2 — stateful AMI via DLM or AWS Backup 1h–24h Schedule determines RPO
EBS data volumes EBS snapshot 1h–24h Faster/cheaper than full AMI
EC2 — stateless (app tier) ⚠️ Skip — redeploy from golden AMI/IaC Minutes Backing up stateless = wasted cost
Auto Scaling Groups Launch template + IaC Minutes (redeploy) No snapshot needed
EC2 user data / config CloudFormation / Terraform N/A IaC is the backup

Key design principle: Stateless/immutable EC2 = redeploy from golden AMI or IaC. Only stateful EC2 needs AMI backup. This is a major cost driver.


Gaps to Address in the Solution Document

Identified during the thread review on 2026-07-17:

  • Rename document from aws backup-solutions → backup-solution
  • DLM policy spec — which EC2/EBS resources are stateful and DLM-targeted
  • AMI vs EBS snapshot decision matrix — per workload type (table above is a starting point)
  • Stateful vs stateless EC2 classification — explicit list of instances by tier
  • Compute rows in RPO/RTO table — ensure EC2/EBS are alongside RDS, EFS, DynamoDB, EKS PVs
  • Golden AMI strategy — how base AMIs are built, versioned, and rotated for stateless tiers
  • Cross-region AMI copy — DR coverage for stateful EC2 workloads

  • DPVP workstream: vssa-dpvp.md
  • Thread: #vssa-dpvp-storm, Discord guild 1518726359512387766, thread 1527604713074458745