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Druva Documentation

Manually configure virtual machines for backup

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

Before you begin

  • 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 new 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.

  • The discovered virtual machine list is refreshed every 24 hours. You can also manually refresh the list by clicking the Refresh button. 

  • Ensure that you provide the VM credentials to Phoenix when you configure application-aware backups on virtual machines. Go to All Virtual Machines > Manage Credentials

Procedure 

  1. Log in to the Phoenix Management Console
  2. Under Product & Services > Phoenix, click VMware.
  3. Select your organization.
  4. The All vCenters.ESXi Hosts page appears that lists all the registered vCenter/hypervisors. 
  5. You can either select the registered vCenter/hypervisors from the list or select it from the vCenter/ESXi host list in the left navigation pane. 
  6. Select the virtual machines you want to configure.
    Select_Configure_VM.png
    For ease of operation, you can filter the virtual machines according to their configuration status and select the ones with Not Configured status.
  7. Click Configure VM.
  8. In the Configure for Backup page, enter the following details: 

    Configure for backup.png
  9. Field Description
    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.

    You can either:

    Choose an existing or the default administrative group. 

    Create a new administrative group. See Manage administrative groups.
    Backup settings

    Cloud Storage: Region where you want to store the backups of backup snapshots. You cannot change storage later.

    Backup Policy:
    You can:

    Choose an existing or the default backup policy.

    • Create a new backup policy. See Manage backup policy.
    • If you want to configure MS-SQL servers for application-aware backups select a policy accordingly. 

    From here, you can review the following information specified in the backup policy :

    Backup Details

    • Ignore backup duration for the first backup
      Defines whether Phoenix should ignore backup duration for the first job. Typically, a lot of data is scanned and uploaded in the first job, and it lasts longer than the subsequent incremental backup jobs. The default and recommended setting for this option is Yes.
    • Retention
      The period for which Phoenix retains a snapshot in the cloud.
    • Automatic Retry
      The number of retries and the interval after which Phoenix retries triggering the backup job. 
    • Auto-enable CBT
      Phoenix uses VMware Changed Block Tracking (CBT) capabilities to optimize data scanning. Phoenix can attempt to turn on CBT if the Auto-enable CBT setting is enabled. Yes is the default and recommended setting. See, Changed Block Tracking. 
    • Enable VMware tools quiecing
      VMware tools quiescing brings a virtual machine to a backup ready state. Phoenix can attempt to turn on VMware tools quiescing if the setting is enabled. Yes is the default and recommended setting. See, VMware Tools Quiescing.
    • Enable application-aware processing
      Phoenix provides you an option to run application-aware backups. You can use this feature to backup and restore data that an application generates, as long as Phoenix can detect the application running inside the guest OS. At the moment, Phoenix provides SQL Server aware backups. However, leave this field disabled if you don't plan on running an application-aware backup at the moment.
    • Transaction log backup frequency
      Interval for the log backups.
    Backup Content

    You can leave the Backup Content field empty to include all virtual disks for backup.

    Or, enter the virtual disks that you don't want Phoenix to backup.  Phoenix does not list the virtual disks automatically. Manually enter the virtual disks you want to exclude. 

    To exclude virtual disks, provide:

    The entire path to the virtual disk location if you want to exclude a specific virtual disk. For example:
    [datastore] virtual_machine_name/folder/virtual_disk.vmdk
    To exclude a virtual disk, Phoenix recommends that you copy the virtual disk name or path from the vSphere web client. For more information, see VMware backup and restore FAQs.

    A wildcard with a string. For example, enter *test* to exclude virtual disks that contain the string test in the path of the virtual disk. 

    For more information on how to use the wildcard character, see VMware backup and restore FAQs.

    Backup Proxy Pool

    You can select the default backup proxy pool, or you can select a user-created pool. 

    The backup of virtual machines mapped to this pool is triggered in this time zone.

    For more details on backup proxy pools, see Backup Proxy Load Balancing.
  10. Click Save. The status of the virtual machines is updated to Configured and they are also listed on the Configured VMs page.
    Configure_VM.png

Note: MS-SQL servers that are available for app-aware backups can be identified with icon next to them after the first backup is run.

  1. You can click on the configured machine to view its details.
    VM_details.png

Next steps 

View jobs