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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 All Servers tab on the Windows/Linux Servers page. However, the server is not yet ready for backup. You need to create a backup set to back up the server. A backup set comprises of the content rule and backup policy.

This topic provides instructions to configure the following:

Before you begin

Before configuring your server, 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 to back up your data. Druva recommends that you use the Microsoft Native VSS provider to successfully back up 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 File server, Phoenix agent uses CIFS and SMB.
    • For Linux mounted shares of File server, Phoenix agent uses NFS.
  • If you plan to create a new content rule at the time of configuration, read About File server content rule to know the best practices for creating content rules. 
  • 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. 

Configure a registered File server with one backup set

To configure File server for backup, perform the following steps:

  1. Step 1: Attach server to an administrative group.
  2. Step 2: Create File backup set.
    1. Attach server to a content rule.
    2. Attach server to a backup policy.

Step 1: Attach server to an administrative group

An administrative group allows you to logically categorize the servers for better management. To configure the File server, you must first attach the server to the administrative group before creating a backup set.

You can attach the registered server to an existing administrative group or to a new administrative group.

Attach server to an existing administrative group

If you have already created an administrative group, attach the registered server to the administrative group. 

Procedure

  1. Log on to Phoenix Management Console, select the organization from the menu bar, and click Protect Windows/Linux Servers.  
    The Windows/Linux Servers page opens.
  2. Under the All Servers tab, configure servers as follows:
    • For single-server configuration: Select one server and click Create File Backup Set. The Create a Backup Set: Assign Administrative Group wizard opens.
    • For multi-server configuration: Select multiple servers and click Create File Backup Set. The Create File Backup Set: Assign Administrative Group wizard opens.

SQL_AG_Admin_Group.PNG

  1. From the Administrative Group drop-down list, select the required administrative group, and click Next. For more information about creating a backup set for the server, see Create File backup set.

Note: Phoenix provides the Default Administrative Group without any servers attached to the group.

Attach server to a new administrative group

When you configure the server for backup, Phoenix lets you create a new administrative group to organize servers in your organization for better management.

Procedure

  1. Log on to Phoenix Management Console, select the organization from the menu bar, and click Protect Windows/Linux Servers.
  2. Under the All Servers tab of the Windows/Linux Servers page, configure servers as follows:
    • For single-server configuration: Select one server and click Create File Backup Set. The Create File Backup Set: Assign Administrative Group wizard opens.
    • For multi-server configuration: Select multiple servers and click Create File Backup Set. The Create File Backup Set: Assign Administrative Group wizard opens.
  3. Click Create New Group adjacent to the Administrative Group drop-down list.
    The Create New Administrative Group window opens.
  4. In the Name box, type the name of the administrative group.
  5. In the Description box, type a description for the administrative group.
  6. Click Save.
    The administrative group created now appears in the Administrative Group drop-down list on the Create File Backup Set: Assign Administrative Group wizard.
  7. From the Administrative Group drop-down list, select the new administrative group, and click Next.

Step 2: Create File backup set for server

Backup set allows you to define the backup content and backup policy for the File server. Before creating a backup set, ensure that you have associated the server(s) with the administrative group. For more information, see Attach server to an administrative group.

Procedure

  1. Log on to Phoenix Management Console, select the organization from the menu bar, and click Protect Windows/Linux Servers.
  2. Under the All Servers tab of the Windows/Linux Servers page, select the server(s) to configure for backup, and click Create File Backup Set.
  3. On the Create File Backup Set: Assign Administrative Group wizard, attach the server(s) with the administrative group, and click Next.
    The Create File Backup Set wizard opens.
    FS_Create_Backup_Set.PNG
  4. Attach your server to a content rule.
    1. Under the Storage & Backup Content tab, provide the following information:
      Field Description

      Storage

      Select the Phoenix storage to store the backed up data from your File server.

      Select Content

       

      Click one of the following options to select the backup content for your File server.

      • Use Content Rule: Click the Use Content Rule option to use an existing, predefined content rule to back up files and folders on your File server. When you select an existing content rule, the summary of the selected content rule is displayed under the Select Content section.
      • Custom Content: Click the Custom Content option to define your custom content to back up files and folders on your File server. Provide the following information to create custom content:
        Field Description
        All folders Select this option if you want to backup all folders.

        Specific folders

        Select this option to backup a specific folder. Click the Browse icon.png browse icon to browse the folder on your system or 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 the Add option. 

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

        Note: In case of the multi-server configuration, you cannot browse folder to select folder for backup.

        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

        Use 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

        Click Save as New Content Rule. The custom content rule created now appears in the Use Content Rule drop-down list. Select the content rule from the Use Content Rule drop-down list.

      Note: If you do not save the custom content, you can edit it but cannot reuse it for another backup set.

    2. Click Next.
  5. Under the Backup Policy tab, attach the server to a backup policy. You can attach the File server to an existing backup policy or create a new backup policy and attach it to the server.
  • Attach server to an existing backup policy.
  1. From the Backup Policy drop-down list, select the required backup policy to attach it to the server.
  2. Under the Policy Details section, verify the configuration summary of the selected backup policy, and click Finish. 

Step 1: Provide backup policy details

  1. Under the Summary tab, provide the following information:
    • Name: The name of the backup policy that you want to create.
    • Description: A short description of the backup policy. 
  2. Click Next to define the backup schedule.

Step 2: Define a backup schedule

  1. Under the Backup Schedule tab, provide the following information:
    Field Description

    Ignore backup duration for first backup

    The option to ignore 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 check box.

    Max number of retries

    In an active schedule window, the maximum number of retry attempts for a job. By default, the field is set to 2 attempts.

    Wait interval before each retry

    The wait interval between each retry. 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 time period 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.
  2. Click Next to define the retention period.

Step 3: Define retention period

  1. Under the Retention tab, provide the following information. 
    Default_retention_policy_file.PNG
    Field Description

    All snapshots for

    The duration for which you want to retain all snapshots.

    Weekly revisions for

    The duration for which you want to retain weekly snapshots.

    Monthly revisions for

    The duration for which you want to retain monthly snapshots.

    Yearly revisions for

    The duration for which you want to retain yearly snapshots.

Note: Ensure that you enter a value in at least one of the fields. Phoenix treats the values in the empty fields as zero. 

  1. Click Next to define the pre and post script settings.

Step 4: Define pre and post script settings

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.
Procedure

  1. Under the Pre/Post Script settings tab, provide the following information:

    Pre_post_backup_script.jpg
     
    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 checkbox, 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
    • Pre-script execution fails

    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 script execution if it does not complete in XX Hours/Minutes Specify the time in hours or minutes after which the backup script execution aborts. If the script execution time limit is not specified,  the pre-backup and post-backup scripts run until the script execution is complete or 1 year, whichever is less. 
  2. Click Create.
    The created backup policy is listed in the Backup Policy drop-down list. 
  3. From the Backup Policy drop-down list, select the new backup policy and attach it to the server.
  4. Under the Policy Details section, verify the configuration summary of the new backup policy, and click Finish. 

The backup sets created now appears under the File Backup Sets tab on the Windows/Linux Servers page.

The agent backs up data from the server based on the backup schedule and retains snapshots as defined in the retention period. 

Adding multiple backup sets to a configured File server

Phoenix provides a capability to add multiple backup sets to a File server. This functionality allows each backup set to back up different data with backup schedules and retention periods. For example, you may want to retain financial data residing on the server for five years for compliance reasons and the admin data for only 90 days. To optimize performance, adding multiple backup sets to a server enables you to run multiple backups or restores, or multiple backups and restores simultaneously on the same server.

You cannot add the same content rule to different backup sets for the same File server.

Note: You can create multiple backup sets for only Phoenix agents 4.7 and later.

To configure File server for backup with multiple backup sets, perform the following steps:

Step 1: Configure a registered File server with one backup set

Ensure that you have configured the File server before you add new backup sets. For detailed instructions, see Configure a registered File server with one backup set

Step 2: Select the configured File server and add a new backup set

  1. On the Windows/Linux Servers page, click the All Servers tab.
  2. Select the configured File server for which you want to add a new backup set.
  3. Click Create File Backup Set. The Create File Backup Set: Assign Administrative Group page opens.
  4. Create a new backup set. For detailed instructions, see Create File backup set for the server.

A new backup set of type File is created for the configured File server. Similarly, you can add multiple backup sets to the File server. For more information about adding an MS-SQL backup set, see Add MS-SQL backup set to the configured server.