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Druva Documentation

Manage content rules

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

This topic describes the following sections:

Overview

Content rules define the data to be backed up. You can create a custom rule and attach it to one or more servers. After you assign the servers to backup sets, data from these servers is backed up according to the content rule and backup policy defined in the backup set. 

Phoenix creates a default content rule for your setup. The default content rule is configured to back up all file types. You can assign the default content rule to one or more server. You can also update or delete this content rule.

Note: The Manage Content Rules page do not list the custom content.

Best practices to create content rule

  • Create a content rule when you have multiple backup sets on different servers, which need to backup the same content. 
  • Save the content rule based on its backup content. For example, you can save the content rule that backs up files at the C:/Docs and D:/ locations, as C_docs_D.
  • Do not apply overlapping backup content to different backup sets of the same server. This will unnecessarily back up the same content as a part of the different backup sets.

Add a content rule

You can create a content rule for a File server. You cannot configure a server with multiple backup sets having the same backup content.

Before you begin

Before adding a content rule for File servers, ensure you have read:

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.In the menu bar, click Protect > Windows/Linux Servers.
  3. In the left pane, click Content Rules
  4. Click Create Content Rule. This brings up the Create Content Rule window. 
  5. In the Overview section, in the Name field, enter a name for this content rule.
  6. Under the Backup Content section, perform the following tasks:
Field Description
Backup All Folders Select this option if you want to backup all the folders.

Specify Folders to Backup

Select this option to backup specific folders. Type the absolute path of the folder in the corresponding box and press Enter.

File Types: Exclude

Select this option to exclude certain file types from the backup.

Click the dropdown below the radio buttons to select pre-defined file types that you want to exclude from the backup.

Note:  If you select Exclude and want to exclude a file type that you don't see in the dropdown list, click the empty space in the exclusion field , type an extension preceded by an asterisk(*) and then press Enter. For Example *.dotm. You can also click Add  *.extension to add the exclusion. 

Example: Consider you have 100 files (Textdata1.txt to Textdata100.txt) stored on your system. To exclude all the files, in the field below the  Exclude radio button, type  Text*.txt and then press Enter.

File Types: Include

Select this option to backup specific file types.
Click the dropdown below the radio buttons to select pre-defined file types that you want to include in the backup.

Note: If you select Include and want to include a file type that you don't see in the dropdown list, click the empty space in the inclusion field, type an extension preceded by an asterisk (*) and then press Enter. For Example *.dotm. You can also click Add  *.extension to add the inclusion. 

Subfolders to exclude

Use this option to exclude subfolders from backup. Type the relative or absolute path to the folder in the box under the Exclude subfolders option, and then press Enter.

The following wildcard support is available in the folder exclusion policy:

  • Wildcards without existing paths
    • Prefix (*abc): It excludes all the folders that end with “abc”.
    • Infix (*abc*): It excludes all the folders that contain the substring “abc”.
    • Postfix (abc*): It excludes all the folders that begin with “abc”.
  • Wildcards with existing paths
    • Prefix (Test/XYZ/*abc): The path must exist on the backup drive; otherwise, this wildcard exclusion is ignored. It excludes the folders that exist in the “Test/XYZ” folder and their names end with “abc”. This rule is applied only at given folder level.
    • Infix (Test/XYZ/*abc*): The path must exist on the backup drive; otherwise, this wildcard exclusion is ignored. It excludes the folders that exist in the “Test/XYZ” folder and their names contain “abc” as a substring. This rule is applied only at the given folder level.
    • Postfix (Test/XYZ/abc*): The path must exist on the backup drive; otherwise, this wildcard exclusion is ignored. It excludes the folders that exist in the “Test/XYZ” folder and their names begin with “abc”.  This rule is applied only at the given folder level.

 The file extension is considered as part of the filename.

Notes

  • If you are configuring Linux servers, exclude cgroups from the backup. 
  • To include the folders that are excluded from backup by default, click the delete icon next to the folder name in the box under Exclude subfolders
  1. Click Create.

The created content rule now appears under the Manage Content Rules page.

View content rule

You can view the list of content rules created for the File server.

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar click Protect > Windows/Linux servers. In the left pane, click Content Rules. The right pane displays the available content rules.
  4. Click the content rule to view its details. 
    The content rule details page provides the summary and server details of the content rule. For more information about the details, see Manage Content Rules details page.

Edit a content rule

When you edit a content rule, the updated configurations apply to all backup sets associated with that content rule. The updates are effective from the next backup of the corresponding backup sets. However, you can edit a custom content applied to a certain server, and the updated configurations apply only to the associated backup set. The updates are effective from the next backup of the backup set.

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar click Protect > Windows/Linux servers. In the left pane, click Content Rules. The right pane displays the available content rules.
  4. Click the content rule that you want to modify.  The content rule details page opens.
  5. In the Content Rules details page, click Edit. The Edit Content Rule dialog opens.
  6. In the Edit Content Rule window, you can edit the Content rule name, the backup content and file types.
  7. Click Edit in the Backup Content section to modify the folder details for backup.  

​​​​Edit Content Rule 2.png

  1. Modify the required details. For more information about each field, see Backup Content.
  2. Click Save.

Delete a content rule

You can delete a File server content rule that you no longer need. You cannot delete a content rule mapped to one or more backup sets. 

Procedure

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. In the menu bar click Protect > Windows/Linux servers. In the left pane, click Content Rules. The Manage Content Rules page opens.
  4. Click the content rule that you want to delete.  The content rule details page opens.
  5.  In the Content Rules details page, click Delete.