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Druva Documentation

Configure registered servers for backup

After you register a server, you can see it in the Registered tab on the Servers page on the Phoenix Management Console. However, your server is not yet ready for backup. To backup your servers, you have to configure it by attaching it to a server group with policies. When you configure a server, Phoenix lets you:

Attach your server to an existing server group

When you attach your server to an existing server group, the policies applied to that server group are applicable to the server.

To attach your server to an existing server group:

  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 backup policy details, server group, storage, and click Finish

Attach your server to a new server group with existing policies

When you configure your server, Phoenix lets you create a new server group and attach your server to it. When you apply policies to a server group, Phoenix lets you apply policies that are already created and present within the organization.

To create a new server group at the time of configuring a server, and applying existing policies to it:

  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 a new server group and click Next.
  4. In Create New Server Group section, provide the following details. 

    Field

    Description

    Server Group Name

    The name of the server group that you want to create.

    Storage

    Select the storage that you want to associate with the server group. You cannot change the storage later. 

    Backup Policy

    The type of backup policy that you want to associate with the server group.

    Select the MS-SQL Server backup policy for MS-SQL Server. The drop-down menu lets you select existing MS-SQL Server backup policies.

    You can select File Server and MS-SQL Server backup policies for servers that run mix workloads of File Server and MS-SQL Server. However, you cannot attach a server to a server group with incompatible agent version. For example, you cannot attach a server with agent version 1.x with a server group having MS-SQL Server policies. Similarly, you cannot attach a server to a server group with unsupported operating system. For example, you cannot configure or reconfigure a Linux server to a server group having MS-SQL policies. 

    Retention Policy

    The retention policy that you want to associate with the server group. For more information, see Add Retention Policy.

    Click Next.

  5. Under Configuration Summary, verify the backup policy details, server group, storage, and click Finish

Attach your server to a new server group with new policies

When you configure your server, Phoenix lets you:

  • Create a new server group,
  • Create new policies for the server group, and
  • Attach your server to it.

To create a new server group at the time of configuring a server, creating new policies for the server, and applying existing policies to it:

  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 a new server group and click Next
  4. In the Configure Server(s) for Backup section, provide a name for the server group and select a storage. 
  5. To create and apply a new backup policy, under Backup Policy, select the MS-SQL Server check box, and click Create New.
  6. Under General Information, provide the following details.
    • Name: The name for the backup policy that you want to create.
    • Description: A short description of the backup policy. 

      Note: Policy Type is set to MS-SQL Server. You cannot change this value. 

      Click Next.
  7. On the Add Backup Policy page, under Backup Content, type the database names that you do not want to back up in the Exclude databases box.
    Use a comma to separate consecutive entries. 

    By default, Phoenix backs up all instances and the databases within the instances except for tempDB. If you provide database names in the Exclude databases box, Phoenix excludes databases whose names are a partial or an exact match with the strings that you provided. The database names are case-sensitive. 
    If you have mirrored or encrypted databases, as well as databases with an apostrophe or a comma in their names, exclude these databases. 
    Click Next

  8. On the Add Backup Policy page, under Backup Schedule, provide the following details to set the backup schedules. 
     

    Field Description

    Backup Type

    Select Full backupDifferential backup, or Transaction Logs.  

    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. 

    Duration      

    The duration after which you want backup operations to stop. For example, if you set Start at to 5 AM and you set the duration to 5 hours, backups from your server start at 5 AM and stop at 10 AM, even if they do not complete. 

    Bandwidth

    The maximum bandwidth that each SQL servers 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.

    For transaction log backups, you can specify an interval of 5, 10, 15, 30, 45, 60, or 120 minutes. Log backups are triggered as soon as a full or differential backup completes. 

    Note: Log backups are not applicable for databases in simple recovery mode.

  9. Click Add More to create more schedules.

  10. To add multiple schedules, repeat steps 7 through 8 as many times as the number of schedules that you want to create. To delete a schedule, click the delete icon  next to the schedule. If you have only one schedule defined, you cannot delete it.

  11. By default, the Ignore backup duration for first backup option is enabled. When this option is enabled, it ignores the specified backup duration for the first backup job. First backup job is complete when the first restore point is created. You can disable this option to enforce backup duration for the first backup job. 
  12. By default, the Automatic Retry check box is enabled. If you do not want to define the automatic retrial options, clear the Automatic Retry check box.
    Provide the following details for automatic retrial options:

    Field

    Description

    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.


    Automatic retry is not applicable for transaction log backups. For more details, see Backup Retry.

    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. The first backup according to the schedule is a full backup. 

  13. Click Finish to confirm the schedule. The Configure Server(s) for Backup page appears.
    The SQL backup policy created now appears in the MS-SQL Server drop-down list. Select the backup policy from the drop-down list to attach to your server.
  14. To create and apply a new retention policy, click Create New.
  15. On the Add Retention Policy page, under Policy Details, provide the following details for your new retention policy.

    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.

    Click Save. The Configure Server(s) for Backup page appears.

    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.

  16. Under Configuration Summary, verify the policy details, server group, storage, and click Finish.

The Configured server appears under the Configured tab.

Next step

After your server is configured, Phoenix backs up databases automatically. If a restore is required, you can trigger it from the Phoenix management console. For more information on restore jobs, see:

If you want to modify backup policies, or reconfigure your servers, see:

On a Windows computer that runs MS-SQL server, you can install Phoenix agent to back up databases, and files and folders on the machine. For more information on servers running mixed workloads, see Backup servers with mixed workloads (Backup Sets).