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Quick steps to set up Phoenix to back up files and folders

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Steps to set up Phoenix to back up files and folders

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The following diagram depicts the steps to set up Phoenix to back up files and folders.

ConfigureFileServer.png

The following table summarizes the steps to set up Phoenix to back up your File servers.

Task Number Task Description

1

Log in to the Phoenix Management Console

To begin, log in to the Phoenix Management Console with the credentials that you received in the invitation email.

Note: If this is your first login, the welcome screen appears. Click Get Started to set up Phoenix. 

2

Prerequisites for File Server

The prerequisites for installing Phoenix agent.

3
  1. Install Phoenix agent on the servers that you want to back up.
  2. Activate the agent to establish a connection between the Phoenix Cloud and the agent. This step also registers the new server on Phoenix Management Console.  To complete this step:
    1. Generate the activation token from Phoenix Management Console.
    2. Activate the Phoenix agent on the server using the activation token. This also registers the server on Phoenix Management Console.

4

Configure file servers

After activating Phoenix agents, the activated servers appear as registered servers under Protect > Windows/Linux Servers > All Servers.

Configure these servers to ensure their readiness for backup.