Back up Epic hosted on AWS

Use Commvault software to back up and recover Epic EHR systems hosted on Amazon EC2 instances.

1. Create a VM group for an Amazon EC2 hypervisor.

2. Perform the following steps inside the guest VM before performing a backup:

   1. On the Configuration tab, in the Options section, click the edit button.

   2. For Virtual machine backup type, select Application consistent.

   3. Click Save.

3. Ask Epic for the scripts to freeze and thaw the databases.

   Note

   Epic typically sends these scripts with the initial software delivery of the installation package. The pre-script is called instfreeze and the post-script is called instthaw.

   1. Copy the freeze and thaw scripts to the AWS SSM documents. The SSM document names must follow the CV_SSM_* format.

   2. Add the following tags to the AWS instance:

      • cv-pre-snap-script: Name of the AWS SSM document that runs the freeze script.

      • cv-post-snap-script: Name of the AWS SSM document that runs the thaw script.

      Both tags must be applied for the pre- and post-scripts to run during a backup.

4. Configure IAM roles for the guest VMs and access node.

   1. For each guest EC2 instance, attach an IAM role (for example, AWSSSM_role) with the following policies:

      • AmazonSSMManagedInstanceCore managed policy

      • vsa_SSMInstanceProfileS3Policy.json

   2. Configure the access node's IAM role with all permissions required to run the scripts during backups. For the required permissions, see the amazon_restricted_role_permissions.json file.

5. Perform a backup operation.

6. Perform a restore operation.

   • Restore as EC2 files.

   • Restore to a cleanroom site.