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Druva Documentation

Configure registered servers for backup

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After you register a server, you can see it under the registered tab on the Servers page on the Phoenix Management Console. However, your server is not yet ready for backup. To back up your server, you have to configure it by attaching it to a server group with policies. 

Before you begin

Before configuring, ensure that you read the following checklist:

  • Check the operating system and network shares for your File server.
    • For File servers running on Windows operating system, Phoenix agent interacts with Volume Shadow Copy Service (VSS) to back up your data. We recommend that you use the Microsoft Native VSS provider to successfully backup your data. If you are using any third-party VSS provider, you must configure Phoenix agents to recognize this third-party VSS provider. For more information, see Configure Phoenix agent to recognize a VSS provider.
    • For File server running on Linux operating system, Phoenix agent performs the live files and folder scan.
    • For Windows UNC shares of the File server, Phoenix agent uses CIFS and SMB.
    • For Linux mounted shares of the File server, Phoenix agent uses NFS.
  • If your server runs a mixed workload of the File server and MS-SQL server, you can configure multiple dataset backups for the same server. For more information, see File server with mixed workloads (backup set).
  • If you plan to assign your server to an existing server group, you must first create a server group for a File server. For more information, see Add a server group
  • If you plan to create a server group at the time of configuration, read About servers groups to understand what server groups are. 
  • If you plan to create a new backup policy at the time of configuration, read About file server backup policies to know the best practices for creating backup policies. 
  • Ensure that Local System Account has read and write permissions for all the files and folders you configure for backup. 

This article provides information on how-to:

Attach your server to an existing server group

If you have already created a server group and applied policies to it, attach the registered server to the server group. When you attach your server to a server group with policies applied, you configure your server for backup.

If you are attaching your server to an existing server group, ensure that:

Procedure

  1. Log on to Phoenix Management Console, select your organization from the menu bar at the top, and click Servers.
  2. In the Registered tab of the Servers page, select your server and click Configure Server for Backup. Configure Server(s) for Backup wizard opens.
  3. In the Assign a Server Group section of the wizard, select Attach to an existing server group.
  4. Select a server group from the drop-down against the option you selected in the last step and click Next.
  5. Under Configuration Summary, verify the policy details, server group, storage, and click Finish. 

Attach your server to a new server group with existing policies

When you configure your server for backup, Phoenix lets you create a new server group and backup and retention policies that are already present in your organization. 

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Servers
  4. Click the Registered tab.
  5. Under the Registered tab, select the server you want to configure for backup and click Configure Server for Backup.
  6. On the Configure Server for Backup page, you can either create a new server group or attach the server to an existing server group:
    Select Attach to a new server group and click Next.
  7. On the Create a new server group page, provide the following information:

    Select File Server, and choose a backup policy from the drop-down menu. All the backup policies present in the organization are available in the drop-down.
    Choose a retention policy from the drop-down. All the retention policies present in the organization are available in the drop-down menu.
    After specifying the information click Next.
  8. Under Configuration Summary, verify the policy details, server group, storage, and click Finish. 

Attach your server to a new server group with new policies

When you configure your server for backup, Phoenix lets you create new server group and policies at the time of configuration.

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Servers
  4. Click the Registered tab.
  5. Under the Registered tab, select the server you want to configure for backup and click Configure Server for Backup.
  6. On the Configure Server for Backup page, you can either create a new server group or attach the server to an existing server group:
    Select Attach to a new server group and click Next.
  7. On the Create a new server group page, provide the following information:
  8.  To create a new policy, select File Server and then click Create New
  9. On the General information page, provide the following details.
    Field Description
    Name  The name for the backup policy that you want to create.
    Description

     

    A short description of the backup policy. 
    Policy Type This option is set to the File server. You cannot change this value. 
  10. Click Next.
  11. On the Backup Content page, provide the following details.
    Field Description
    All folders Select this option if you want to backup all the folders.
    Specific folders

    Select this option to backup a specific folder,  type the absolute path of the folder in the corresponding box, and click Add
    The folder path that you add appears in the box under Add option. 

    Note: To exclude any folder paths that are added for backup, click the delete icon  next to the folder path in the box under Add

    Exclude file types

    Select this option to exclude certain files from the backup.

    In the box below the option, select the file types that you want to exclude. 

    Note: If you selected Exclude file types, click More file extensions to exclude to provide the file extensions that you do not see in the default file type list. Type an extension preceded by an asterisk (*), for example, *.dotm. Separate consecutive entries using a comma.

    Example: Consider you have 100 files (Textdata1.txt to Textdata100.txt) stored on your system. To exclude all the files. click More file extensions to exclude and enter "Text*.txt ".

     Include file types.

    Select this option to backup specific files.
    In the box below the option, select the file types that you want to include for backup. 

    Note: If you selected Include file types, click More file extensions to include to provide the file extensions that you do not see in the default file type list. Type an extension preceded by an asterisk (*), for example, *.dotm. Separate consecutive entries using a comma. 

    Exclude subfolders

    Select this option to exclude subfolders from backup, type the relative or absolute path to the folder in the box under Exclude subfolders option, and then click Add.

    Note: If you are configuring Linux servers, exclude cgroups from backup. 

    To include the folders that are excluded from backup by default, click the delete icon next to the folder name in the box under Exclude subfolders

  12. Click Next.
  13. On the Backup Schedule, provide the following details.
    Field Description
    Start at

    The time when you want backups to start.

    In the adjacent box, select the AM or PM option depending on when you want backups to occur. 

    Note: Backup operations follow the time zone of the servers. For example, if you set a schedule for backups to start at 6 AM backups from servers located in New York and London will start at 6 AM EST and 6 AM UTC, respectively. 

    Duration      

    The duration after which you want backup operations to stop.

    For example, if you set Start at to 9 AM and you set the duration to 2 hours, backups from your server start at 9 AM and stop at 11 AM, even if they do not complete.

    Max Bandwidth (Mbps)

    The maximum bandwidth that each server can consume while backing up data to Phoenix. 

    For scheduled backup, the job will consume the assigned bandwidth. However, for manually triggered backup, the job will consume the available bandwidth on your network.

    Repeat on The days on which you want backups to occur.
    Delete a schedule The delete icon only appears if you have added more than one schedules defined. If you have only one schedule defined, you cannot delete it.
    Add More  To create multiple schedules, click Add More as many times as the number of schedules that you want to create.

    Ignore backup duration for first backup

    Ignores the specified backup duration for the first backup job.

    You can disable this option to enforce backup duration for the first backup job.

    Automatic Retry

    The option to define the automatic retrial options for backup.

    For more information, see  Backup Retry.

    Note: If you do not want to define the automatic retrial options, clear the Automatic Retry checkbox.

    Max number of retries

    In an active schedule window, the maximum number of retry attempts for a job.

    Note: By default, the field is set to 2 attempts.

    Wait interval before each retry

    The wait interval between each retry.

    Note: By default, the field is set to 10 minutes.

    Enable Smart Scan

    Smart scan optimizes the scanning duration for backup. You can enable or disable the Smart scan option for the selected backup schedule. 

    When you enable smart scan, you can use the following options to optimize scan duration:

    • Skip ACL scan for unmodified files
      Scanning Access Control Lists consumes a lot of time. Enable this option to skip ACL scanning for files that are not modified. 
    • Only scan files created/modified in the last <number of> months
      If files are not modified for a long period, enable this option to let Phoenix skip the unmodified files. You can choose: 
      • 3, 6, 9, or 12 months as the term of unmodified or created files. One month here is an equivalent of 30 days. For example, if you select 3 months, Phoenix skips scanning files and folders that were not modified or created in the last 90 days.
    • Full backup schedule
      Even if you enable smart scan, you can still run a full scan. You can choose to run a full scan every 24 weeks or less. We recommend that you run a full scan every 4 weeks. In addition, specify the preferred day, time, duration, and bandwidth.

    See also, File Server FAQs.

    Note:
    • ACL scan is not applicable for Linux servers.
    • Smart scan is not applicable for NTFS.
    • If you change the backup content in the backup policy, the subsequent scan will be a full scan.
  14. Click Next.
    You can optionally define settings for executing the pre-backup and post-backup scripts on Windows or Linux server. For more information about pre-backup and post-backup scripts, see Pre and post backup scripts for File server.
  15. On the Pre/Post Scripts settings, provide the following details:

    Field

    Description

    Enable scripts for Windows servers  

    Select this check box to enable the execution of pre and post backup scripts on Windows server. When you select the check box, the Specify scripts location field gets enabled.

    Specify scripts location

    Specify the folder path containing the pre_script.bat and post_script.bat backup scripts.

    Enable scripts for Linux servers 

    Select the Enable scripts for Linux servers check box to enable the execution of pre and post backup scripts on Linux server. When you select the check box, the Specify scripts location field gets enabled.

    Specify scripts location

    In the Specify scripts location field, specify the folder path containing the pre_script.sh and post_script.sh backup scripts.

    Skip backup if

    Select one of the following options.

    Pre-script is not present at the specified location

    Select this option to skip the backup operation when the pre-backup script is unavailable at the location specified in the Specify scripts location field.

    Pre-script execution fails

    Select this option to skip the backup operation when the pre-backup script execution fails.

    Abort pre/post execution if it does not complete in XX Minutes

    Select the time in minutes after which the backup script execution to abort.

  16. Click Finish.
    The Configure Server(s) for Backup page appears. The File server backup policy created now appears in the File server drop-down list. Select the backup policy from the drop-down list to attach to your server.
  17. To create and apply a new retention policy, click Create New.

    Field

    Description

    Policy Name

    The name of the retention policy.

    Keep all snapshots for

    The duration for which you want to retain all snapshots.

    Keep weekly revisions for

    The duration for which you want to retain weekly snapshots.

    Keep monthly revisions for

    The duration for which you want to retain monthly snapshots.

    Keep yearly revisions for

    The duration for which you want to retain yearly snapshots.

  18. Click Save.
    The retention policy created now appears in the Retention Policy drop-down list. Select the retention policy from the drop-down list, and click Next.
  19. Under Configuration Summary, verify the policy details, server group, storage, and click Finish. 

After the server is attached to a server group, it is configured for backup. The agent backs up data from your server based on the backup policy and retains snapshots as defined in the retention policy.