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Druva Documentation

About servers, virtual machines, server groups, and policies

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

 This article provides information about the different aspects of server configuration. To configure virtual machines for backup, you:

  • Register your vCenter server or your ESXi host
  • Let Phoenix detect all virtual machines in your server
  • Select your virtual machines and attach them to a server group, and then apply backup and retention policies to the server group.


The server or the registered server, is the system that hosts your virtual machines with Phoenix backup proxy deployed. The server is registered under the organization that you select.

Virtual machines

When your server is registered, the backup proxy detects all the virtual machines hosted on your server. To access your virtual machines, in the Phoenix Management Console, from the top menu bar, select your organization > Servers > VMWare > Your registered vCenter or ESXi host using IP or domain name. The Servers page opens listing all the virtual machines hosted on your server. 

Note: You register your vCenter/ESXi server, and you configure your virtual machines for backup.

Server groups

Configuring a virtual machine for backup means that you assign policies to it. However, you cannot directly assign policies to a virtual machine. Phoenix requires you to:

  • Create a server group in the organization,
  • Attach virtual machines to the server group,
  • Assign policies to the server group.

When you assign policies to a server group, the policies are applied to all the virtual machines in the group. Creating server groups enables better management of virtual machines and policies.


Policies in Phoenix are categorized as:

  • Backup polices 
    Specifying when a backup job is executed for a server, and bandwidth available to the agent. Backup policies define:
    • Virtual machines excluded from backup,
    • When a backup job is triggered,
    • Bandwidth available for the proxy to execute a backup job.
  • Retention policies 
    Specifying for how long a snapshot is retained. After a backup job successfully completes, a snapshot of the virtual machine is created. Retention policy specifies the period for which a snapshot is retained. 
    Essentially, when you configure a virtual machine for backup,
    • You attach the virtual machine to a server group, and
    • The policies applied to the server group are applicable for your virtual machine.

If you are configuring your first virtual machine, you have to:

  1. Create a server group,
  2. Create backup and retention policies,
  3. Apply policies to the server group,
  4. Attach the registered virtual machine to the server group.

The server groups, backup polices, and retention policies that you create are specific to the organization under which you register your server. When you configure a server, Phoenix lets you create a new server group and new policies. In addition, you can create server groupsbackup policies and retention policies in advance, and use them when you configure virtual machines for backup.

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