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Druva Documentation

Configure registered servers for mixed workload backup

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

Phoenix allows you to back up servers that run mixed workloads. This feature provides the ability to configure multiple dataset backups of the File server and MS-SQL server on a single server. These backup sets can be independently configured, backed up, and restored.

After you register a server, you can see it under the Registered tab on the Servers page. However, your server is not yet ready for backup. To configure your servers to back up mixed workloads, you should first configure your server with one backup set and then add one or more backup sets of different types to the server. The backup set comprises of the content rule and backup policy and is applied to the server.

To configure a server running mixed workloads for backup, perform the following steps:

  1. Configure a registered server with one backup set.
  2. Add backup sets to the configured server.

Configure a registered server with one backup set

To configure your server, perform the following steps:

Step 1: Attach your server to an administrative group

An administrative group allows you to logically categorize your servers for better management. To configure your 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 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 your organization from the menu bar at the top, and click Servers.
  2. Under the Registered tab on the Servers page, configure servers as follows:
    • For single-server configuration: Select your server and click Configure Server(s) for Backup. The Configure 1 Server(s) for Backup wizard opens.
    • For multi-server configuration: Select your servers and click Configure Server(s) for Backup. The Configure x Server(s) for Backup wizard opens.
  3. From the Administrative Group drop-down list, select the required administrative group, and click Next:Create Backup Set. For more information about creating a backup set for your server, see Create backup set for your server.

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

Attach server to a new administrative group

When you configure your 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 your organization from the menu bar at the top, and click Servers.
  2. Under the Registered tab of the Servers page, configure servers as follows:
    • For single-server configuration: Select your server and click Configure Server(s) for Backup. The Configure 1 Server(s) for Backup wizard opens.
    • For multi-server configuration: Select your servers and click Configure Server(s) for Backup. The Configure x Server(s) for Backup 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 Configure x Server(s) for Backup wizard.
  7. From the Administrative Group drop-down list, select the new administrative group, and click Next:Create Backup Set.

Step 2: Create backup set for File server

Backup set allows you to define the content to back up and backup schedule for the server. In case of File servers, you must create content rules to define the backup content. For MS-SQL servers, you must select the databases for backup. 

Before creating a backup set, ensure that you have associated the server(s) with the administrative group. For more information, see Attach your server to an administrative group.

Procedure

  1. Log on to Phoenix Management Console, select your organization from the menu bar at the top and click Servers.
  2. Under the Registered tab of the Servers page, select the server(s) to configure for backup, and click Configure Server for Backup.
  3. On the Configure x Server(s) for Backup wizard, attach the server(s) with the administrative group, and click Next:Create Backup Set.
    The Configure x Server(s) for Backup: Create Backup Set wizard opens.
  4. Define backup content for your File or MS-SQL server as follows:
    • For File server: Attach your server to a content rule.
      1. Under the Storage & Backup Content tab, provide the following information:
        Field Description

        Backup Set Type

         

        The type of the backup set created for the server, such as Files or MS-SQL.

        Select the Files option to create a backup set for File servers.

        Storage The Phoenix storage where the backed up data of the File server is stored.

        Select Content

         

        Click one of the following options to select the content rule 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 create a new content rule 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 the 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.

      2. Click Next to attach the backup policy to your File server.
    • For MS-SQL server: Select databases for backup.
      1. Under the Storage & Backup Content tab, provide the following information:
        Field Description

        Backup Set Type

         

        The type of the backup set created for the server, such as MS-SQL or Files.

        Select the MS-SQL option to create a backup set for MS-SQL servers.

        Storage The Phoenix storage where the backed up data of the MS-SQL server is stored.

        Select Content

         

        Under the Select instance(s) to backup section, click one of the following options to select the content of your MS-SQL server to backup.

        • All instances: Click the All instances option to back up all instances and the databases within the instances, except for tempDB.
        • Specific instances: Click the Specific instances option to backup particular instances and databases within those instances. 

        Note: This option is available only for Phoenix agents deployed with Phoenix backup proxy 4.7 and later.

        • Exclude database(s): 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. 
      2. Click Next to attach a backup policy to your MS-SQL server.
  5. Under the Backup Policy tab, attach the backup policy to your server. It is possible to create backup policies for File server and MS-SQL server with the same name. You can attach your File or MS-SQL server to an existing backup policy or create a new backup policy and attach it to the server as follows:

To attach backup policy to a File server

Step 1: Provide backup policy summary details

  1. Under the Summary tab, provide the following information:
    • Name: The name for 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, all subsequent scans will be full scans.
  2. Click Next to define the retention details.

Step 3: Define retention

  1. Under the Retention tab, provide the following information.
    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.

  2. 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:
    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
    • 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 execution if it does not complete in XX Minutes

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

  2. Click Create.
    The created backup policy is listed in the Backup Policy drop-down list. 
  3. Under the Policy Details section, verify the configuration summary of the new backup policy, and click Finish. 

The server(s) configured for backup now appears under the Configured tab on the Servers page.

To attach backup policy to MS-SQL 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.
      By default, the Default Files Backup Policy is selected in the list.
    2. Under the Policy Details section, verify the configuration summary of the selected backup policy, and click Finish. 
  • Attach server to a new backup policy.
    1. Click Create New Backup Policy to define a new backup policy. The Create New Backup Policy: MS-SQL page opens.
      Perform the following steps:

Step 1: Provide backup policy summary details 

  1. Under the Summary tab, provide the following information:
    • Name: The name for 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

    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 (Hrs)

    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. 

    Max Bandwidth (Mbps)

    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.

  1. Click Add More to create more schedules.

  2. To add multiple schedules, repeat step 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.

  3. 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. The 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. 

  4. 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. 

  1. Click Next to define the retention details.

Step 3: Define retention 

  1. Under the Retention tab, provide the following information.
    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.
  2. Click Finish to create the backup policy.
    The created backup policy is listed in the Backup Policy drop-down list. 

  3. From the Backup Policy list, select the created backup policy.
    Under the Policy Details section, verify the configuration summary of the new backup policy, and click Finish. 

The server(s) configured for backup now appears under the Configured tab on the Servers page.

Add multiple backup sets to the configured server

After you have followed the previous procedure and configured your File or MS-SQL server with one backup set, you can add multiple backup sets to the configured server.  You cannot configure a server with multiple backup sets having the same backup content.

Procedure

  1. Under the Configured tab on the Servers page, select the configured server for which you want to add a new backup set.
  2. Click Add New Backup Set.
    The Add New Backup Set page opens.
  3. Create and add backup set depending upon the server. For more information, see Create backup set for your server.

You can create and add multiple backup sets to your configured server following the above procedure.