Before you configure registered servers for backup, it is important to understand the steps of configuration. When you configure a File server, you:
- Attach the server to an administrator group.
- Create a backup set and attach it to the server.
A Registered Server is a system that has the Phoenix agent installed on it and hosts your files and folders. The server is registered with the organization that you select.
An administrative group is a logical categorization of servers that share something in common. For example, servers located in one region can belong to one group. Similarly, servers having the same operating system can belong to a different group.
An administrative group allows you to organize your servers for better management. To manage the servers under a group, you assign a group administrator. It is mandatory that you create an administrative group and attach servers to it.
A backup set defines the following:
- Backup content: What data to back up?
- Backup policy: When to back up the data and for how long to retain the backed up data?
When you configure a server for backup, you create a backup set and attach it to the server. For files and folders as a workload, at the time of creating the backup set you:
- Specify the name of the backup set.
The backup set name must be unique. By default, a name is selected for each backup set. This field is not available if you select multiple servers and create backup sets.
Note: In case of bulk configuration, Phoenix does not display the Backup Set Name field and the backup set name is automatically assigned.
- Select the storage location.
- Create a content rule, which specifies the file and folders on a server you want to back up.
- Specify the backup schedule in the backup policy.
- Define the retention period in the backup policy.
After you add a backup set to the server, the server is configured for backup and the agent automatically backs up files and folders based on the content rule and backup policy. You can create multiple backup sets for a server.
The Backup Content in the backup set specifies what should be backed up. You can define the data to back up as the content rule or custom content. When you create a content rule, you choose file types and folders. By default, Phoenix provides a content rule that already includes certain file types and folders that you can use. The following screenshot depicts a sample content rule created to backup all folders on the server.
In addition, you can create custom content, and save it with a name so that you can use it later in other backup sets that you create. Once a custom content is defined for a server, you cannot reuse it for another server until you save it. The following screenshot depicts a sample content rule created to backup all folders on the server.
A backup policy specifies when a backup job is executed for a server, bandwidth available to the agent, and for how long a snapshot or log backup is retained. For File servers, backup policies define:
- When a backup job is triggered.
- The bandwidth available for the agent to execute a backup job.
- The period for which a snapshot is retained.
- Pre and post custom script settings.
Configure a server
If you are configuring your first server, you have to attach the following entities to the registered server:
- Administrative group
- Backup set
- Content rule
- Backup policy
The administrative groups, backup sets, and backup 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 administrative group and backup policy. You can also create administrative groups, content rules, and backup policies in advance and use them when you configure servers for backup.