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Druva Documentation

Getting started with configuring virtual machines for backup

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


After registering your VMware setup with Phoenix, Phoenix discovers the virtual machines that are available in your VMware environment with the help of a backup proxy and lists them in the Phoenix Management Console.


Step 1: Decide the backup scope

It is up to you, the Phoenix Administrator, to choose the virtual machines you want to configure for backup. You can:

  • Configure a virtual machine backup.
  • For a virtual machine, you can configure an application-aware backup. (Currently, Phoenix supports SQL Server application-aware backups.)

Note: The type of backup needs to be specified in the backup policy. The default backup policy is configured for non-application-aware backup.  

Step 2: Prepare

Before you configure your virtual machines for backup, you have to:

  • Decide the virtual machines you want to backup.

  • Decide the region where you want to store the backups. You cannot change storage later.

  • Decide to use the default or create a new administrative group.
    Administrative groups are formed to simplify server management. It is a logical categorization of servers and virtual machines that share similar attributes. Servers can be grouped based on similar attributes like server type, server location, and operating system.
    See, Manage administrative groups.

  • Decide to use the default or create a backup policy.
    A backup policy is a set of rules that defines the schedule for automatic backups that occur on virtual machines configured for backup.
    See, Manage backup policy.

  • Review the prerequisites for configuring virtual machines for backup.

Step 3: Configure VMs for backup

You can configure the virtual machines for backup using one of the following methods:

  • Manually 
    For more information, see Manually configure virtual machines for backup

  • Automatically
    You can automatically configure virtual machines for backup by creating rules in the Phoenix Management Console. 
    An auto-configuration rule maps to a view or object in the vCenter to the specified storage (Phoenix storage in the AWS region), an administrative group, a backup policy, and a backup proxy pool.
    Based on the auto-configuration rule, any object that is not configured in the view gets automatically configured as per the rule definition.
    For more information, see Auto configure virtual machines for backup

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