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Druva Documentation

Configure registered servers for backup

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

Overview

After you register a server, you can see it in the Registered Servers screen on the Windows/Linux Servers page. However, the server is not yet ready for backup. You need to create a backup set to back up the server. A backup set comprises of the content rule and backup policy.

Prerequisites

Before you begin configuring the server, ensure that you go through this checklist:

  • Ensure that your server meets the system requirements for file server backups. 
  • Windows File servers:
    • The Phoenix agent interacts with Volume Shadow Copy Service to backup your data. Druva recommends that you use the Microsoft Native VSS provider to back up your data. If you use a third-party VSS provider, you must configure the Phoenix agent to recognize this third-party VSS provider. For more information, see Configure Phoenix agent to recognize a VSS provider.
    • The Phoenix agent uses CIFS and SMB protocol to backup UNC shares
  • Linux File Servers:
    • The Phoenix agent performs a live file and folder scan.
    • The Phoenix agent uses the NFS protocol to backup Linux mounted shares.
  • Ensure that the Local System Account has read and write permissions for all the files and folders you configure for backup.

Configuring a backup for selected servers

Configuring a backup for selected servers involves the following steps:

Step 1: Attaching the server to an administrative group

You can either choose to attach the server to a pre-existing administrative group or create a new administrative group. Administrative groups help to organize the servers in the environment for better management.

Procedure
  1. Sign in to the Phoenix Management Console.
  2. In the menu bar, click All Organizations, and then select the required organization from the drop-down list.
  3. In the menu bar, click Protect > Windows/Linux servers. The Registered Servers page is displayed.
  4. In the Registered Servers page, select one or more unconfigured servers whose backup needs to be configured and then click Configure for Backup. The Configure Backup for Selected Servers page is displayed.
  5. On the Configure Backup for Selected Servers page, in the Administrative Group section, perform the following tasks:
  • Select a pre-existing administrative group from the dropdown or,
  • Create a new administrative group

Administrative Group.png

Create a new administrative group: To create a new administrative group:

  1. In the Administrative Group section, click New Administrative Group.  In the Create New Administrative Group dialog box, enter the following details:

    • Name: Enter a name for the administrative group.

    • Description: Enter a description of the administrative group.

  2. Click Save

  3. Select the newly created administrative group from the drop-down next to Administrative Group.

Step 2: Configuring backup settings

Backup settings define the storage and backup policy for the file server.

Procedure
  1. In the Backup Set Name field, enter a name for the backup set. The backup set name must be unique. By default, each backup set has a name. This field is not available if you select multiple servers and create backup sets.
  2. In the Storage field, select the storage that will store the backup data. Note that the assigned storage cannot be changed later.
  3. In the Backup Policy field, perform the following tasks:
    • Select a pre-existing backup policy from the dropdown, or
    • Create a new backup policy.

Create a new backup policy.png

Create a New Backup Policy: To create a new backup policy, see the Add a Backup Policy section in the Manage backup policies article.

Step 3: Configuring backup content

This section defines the content to backup. Select one of the following, and then click Save.

  • Use Content Rule 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 Select Content section shows the selected content rule or
  • Specify Custom Content to define your custom content to back up files and folders on your file server. For more details, see the Add a content rule section in the Manage Content Rules article.