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 SQL server instance(s) with Phoenix agent installed. The server is registered under the organization that you select.
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 organizationtogether based on similarities (such as geographies, 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:
- Backup Polices
Specifying when a backup job is executed for a server, and bandwidth available to the agent. In SQL servers, Backup policies define:
- Databases excluded from backup
- When a full or differential backup job is triggered
- When a transaction log 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 full or differential backup job successfully completes, a snapshot of the database is created. After a log backup job successfully completes, the log file is backed up. Retention policy specifies the period for which a snapshot or log file 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.
If you are configuring your first server, you have to:
- Create a server group
- Create policies
- Apply policies to the server group
- Attach the registered server to the server group.
The server groups, backup polices, 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 groups, backup policies and retention policies in advance and use them when you configure servers for backup.