Skip to main content


Druva Documentation

About servers, server groups, and policies

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

 Before you configure registered servers, it is important to understand the steps of configuration. When you configure a server, you:

  • Attach a server to a server group, and
  • Assign policies to the server group.


The server (or the registered server), is the computer that hosts your files and folders with Phoenix agent installed. The server is registered under the organization that you select.

Server groups

Configuring a server practically means that you assign policies to it. However, you cannot directly assign policies to a server. Phoenix requires you to:

  • Create a server group in the organization, bringing all the servers under the organization together based on similarities such as server types, and
  • Assign policies to the server group.

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


Policies in Phoenix are categorized as follows:

  • Backup policies
  • Retention policies

Backup policies 

Specifying when a backup job is executed for a server, and bandwidth available to the agent. In file servers, backup policies define:

  • Files and folders included or excluded from backup
  • When a backup job is triggered
  • Bandwidth available for the agent to execute a backup job

Retention policies 

Specifying for how long a snapshot or log backup is retained. After a backup job successfully completes, a snapshot of the data is created. Retention policy specifies the period for which a snapshot is retained. 
Essentially, when you configure a registered server for backup,

  • You attach the server to a server group, and
  • The policies applied to the server group are applicable for your server.

Configure a server

If you are configuring your first server, you have to:

  1. Create a server group
  2. Create policies
  3. Apply policies to the server group
  4. Attach the registered server to the server group.

The server groups, backup policies, 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 servers for backup.

  • Was this article helpful?