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Configure organizations

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In Phoenix, an organization is an access-based control mechanism to configure the servers for backup and restore. Organizations create a logical partitioning of the entities, such as servers, backup policies, and so on. Whereas, organizations share the storage, cloud administrators, and customer license. Based on the requirements, you can create one or more organizations or perform backup and restore using the default site provided by Phoenix.

You can perform the following tasks:

Select the Default site

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations and select Default Site from the drop-down list.

View the Organizations page

The Organizations page provides the details of all the organizations configured in the environment. The details also include the backup status of the File servers, MS-SQL servers, and virtual machines configured for each organization.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, select All Organizations from the drop-down list.
  3. On the menu bar, click Organizations.
    The Organizations page displays.  The following table lists the fields displayed on the Organizations page.
Field Description

Organization Name

The name of the organization.

Click the organization name to display the dashboard of that organization.
Description A short description of the organization.

# Admins

The number of administrators created for each organization.

Click the integer to display the Manage Administrators page that lists organization administrators and group administrators.
Workload The configured servers and virtual machines for each organization. The virtual machines are further group according to the registered vCenter/ESXi.

# Configured

The number of physical and virtual servers configured for backup for each organization.

Click the integer to view the corresponding configured server details.

Latest Backup Status

For each server, the following columns display the backup status:

  • Backup Successful (): Displays the number of the recent "Successful" backups for the servers or virtual machines in the selected organization.
  • Backup With Errors (): Displays the number of latest  "Successful with error" backup for the servers or virtual machines in the selected organization.
  • Backup Failed (): Displays the number of latest "Failed" backup for the servers or virtual machines in the selected organization.
  • Backup Window Expired (): Displays the number of servers or virtual machines in the selected organization with the last backup status as "Backup Window Expired."
  • Never Backed Up (): Displays the number of servers and virtual machines that were never backed up by the selected organization.

Click the integer to list the filtered view of the configured servers or virtual machines for that particular organization. For example, for a File server, if you click the number under Last Backup Successful , the system displays the Configured Server page with the details of the File servers and the Last Backup status as Successful. Similarly, for a virtual machine, if you click the number under Last Backup Failed , the system displays the Configured Virtual Machine page with the details of virtual machines and the Last Backup status as Failed. 

Add a new organization

If you are a cloud or a cloud-derived administrator, you can create a new organization to manage your servers. An organization or organization-derived administrator is created using the All Organizations menu option.

Prerequisites

  • Only Enterprise and Elite customers can create new organizations.
  • Only a cloud administrator can add new organizations.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, select All Organizations from the drop-down list.
  3. On the menu bar, click Organizations. 
  4. Click Add New Organization and provide the following details:
    Field Description
    Organization Name The unique name of the organization.
    Description The description of the organization. The Description field is an optional field.
  5. Click Ok. 

Delete an organization

If you are a cloud or a cloud-derived administrator, you can delete an organization. Before deleting an organization, ensure that you select the correct organization name.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, select All Organizations from the drop-down list.
  3. On the menu bar, click Organizations. 
  4. Select the organization you want to delete.
  5. Click Delete.
  6. Click Yes to confirm the deletion.