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Druva Documentation

Configure virtual machines for backup

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

After registering your VMware setup with Phoenix, Phoenix discovers the virtual machines that are available in your VMware environment with the help of backup proxy and lists it in the Phoenix Management Console.

It is up to you, the Phoenix Administrator to choose the virtual machines that should be configured for backup.

Configuring a virtual machine for backup involves the following,

  1. Assign virtual machine to a server group.
  2. Assign virtual machine to a backup proxy pool.

You can configure virtual machines for backup in any of the following patterns:

  • A single virtual machine for scheduled backup.
  • A single group of virtual machines that follow the same backup schedule.
  • Multiple groups of virtual machines where each group follows a different backup schedule.

Prerequisites

  • Server group, to which the virtual machine must be assigned, should be pre-created. For more information, see Configure server groups.
  • Backup proxy pool, to which the virtual machines must be assigned, should be pre-created. For more information, see Backup proxy pool.

You can also create a new server group while configuring a virtual machine for backup. However, pre-creating a server group helps you quickly configure virtual machines for backup.

To configure virtual machines for backup using existing server group

  1. On the Phoenix Management Console menu bar, click All Organizations > the required organization from the drop-down list > VMware.
    List of all the registered VMware vCenter Servers and ESXi Hypervisors appear.
  2. Click the desired vCenter Server or ESXi Hypervisor, for which you want to configure virtual machines for backup.
    List of all the virtual machines that are managed under the selected vCenter Server or ESXi hypervisor appear under the All virtual machines tab.
  3. Under All virtual machines tab, search and select the virtual machines that you want to configure for backup.
    You can see the whether a virtual machine is already configured for backup under Configuration Status column.
  4. Click Configure VM for Backup.
  5. Configure VM for Backup wizard appears.
    If you have already created server group to which the selected virtual machines should be assigned, follow these steps:
    • Select Attach to an existing server group option and then select the Server Group from the drop-down list, and click Next.
    • On the Assign Backup Proxy Pool page, select the desired backup proxy pool from the list and then click Next.
    • View the configuration summary and click Finish.
      Selected virtual machines are configured for backup. Virtual machines will be backed up based on the schedule defined in the backup policy associated with the selected server group.

To configure virtual machines for backup using new server groups

  1. On the Phoenix Management Console menu bar, click All Organizations > the required organization from the drop-down list > VMware.
    List of all the registered VMware vCenter Servers and ESXi Hypervisors appear.
  2. Click the desired vCenter Server or ESXi Hypervisor, for which you want to configure virtual machines for backup.
    List of all the virtual machines that are managed under the selected vCenter Server or ESXi hypervisor appear under the All virtual machines tab.
  3. Under All virtual machines tab, search and select the virtual machines that you want to configure for backup.
    You can see the whether a virtual machine is already configured for backup under Configuration Status column.
  4. Click Configure VM for Backup.
  5. Configure VM for Backup wizard appears.
  6. Select Attach to a new server group option and click Next.
  7. On the Add Server Group page, enter the following details:
    Field Description
    Server Group Name Specify a unique name for the server group.

    Storage

    Select the Phoenix storage to which the backed up server data should be saved.

    Note: Once storage is selected, you cannot change the storage assigned to this server group at a later stage.

    Backup Policy

    Select an appropriate backup policy from the drop-down list. Backup policy defines the schedule for backup. For more information, see Configure backup policy.

    If you want to create a new backup policy, click Create New. You are redirected to Add Backup Policy page. Create new backup policy as per the procedure listed in Add a new VMware backup policy.

    Retention Policy

    Select an appropriate retention policy from the drop-down list. Retention policy defines the number of daily/weekly/monthly/yearly snapshots that should be retained for the server group. For more information, see Configure retention policy.

    If you want to create a new Retention policy, click Create New. You are redirected to Add Retention Policy page. Create new retention policy as per the procedure listed in Add a retention policy.

  8. Click Next.
  9. On the Assign Backup Proxy Pool page, select the desired backup proxy pool from the list and then click Next.
  10. View the configuration summary and click Finish.
    Selected virtual machines are configured for backup.

Virtual machines configured for backup are listed under Configured Virtual Machines tab. Virtual machines will be backed up based on the schedule defined in the backup policy associated with the selected server group. Details of the configured virtual machines can be seen on View VMware details page.