The configuration of a backup set comprises of :
- Assigning storage where Phoenix backs up the NAS share data.
- Specifying the types of files and folders to back up
- Assigning a backup policy
- Assigning a NAS proxy
You can perform this procedure provided you have already added a NAS share on the Phoenix Management Console.
To configure backup sets for NAS share:
- Log on to Phoenix Management Console.
- Click the All Organizations list and select the organization with registered NAS devices.
- Click Protect > NAS.
- Click the NAS device containing the NAS share. The server page opens with shares and NAS proxies tabs.
- Select the NAS share for which you want to configure the backup sets.
- Click Create a Backup Set. The Add New Backup Set window is displayed.
- Under Storage & Backup Content tab, enter the details described in the table below and click Next.
Field Description Backup Set Name A unique name for the backup set. You can rename the backup set name as required. Storage Select the Phoenix storage from the list which will store the data backed up from the NAS share. Phoenix uses the same storage during restore. After you configure a storage in a backup set, you cannot change it later. All folders Select to enable backup of all files and folders from the NAS share, excluding those added under Exclude file types.
- Select to enable backup of specific files and folders.
- Enter the relative paths of the folders that you want to back up and click Add. You can add multiple folder paths in this manner.
Important: In folder paths, use backward slash (\) for SMB shares and forward slash (/) for NFS shares. Therefore, the relative folder path for SMB shares must look like custname\custid\zip and for NFS shares appears as custname/custid/zip.
See the following examples to know more about the relative paths.
Example: Suppose a share EC_Account has the folders custname\custid\zip.
- To back up just the zip folder, enter the relative path as custname\custid\zip and not EC_Account\custname\custid\zip or just zip.
- To back up the custid folder, enter the relative path as custname\custid.
Exclude file types
Add files and folders that you want to exclude from the NAS share backup.
By default, Phoenix excludes video files, audio files, executables, and image files. It also excludes a specific set of subfolders from the backup by default.
- To exclude more file types, enter the file extensions separated by commas under More file extensions to exclude.
- To exclude specific subfolders, enter the subfolder path under Exclude subfolders.
Include file types
Add files and folders that you want to include in the NAS share backup.
By default, Phoenix includes Office files, PDF files, and HTML files in the backup.To include more file types, enter the file extensions separated by commas under More file extensions to include.
Enter the relative path of the folders that you want to exclude from the backup and click Add.
The path gets added to the list below. The field also contains a list of folders excluded by default from the backup. These mostly include the system folders.
See the following example to know more about using the exclude filter.
Example: Suppose a share EC_Account has the folders custname/custid/zip.
To exclude the custid folder from the backup of the share EC_Account, enter the path as custname/custid and not just custid. Moreover, if you have configured custname for backup, Phoenix backs up custname and its subfolders if any but excludes custid.
- Assign an appropriate Backup policy from the list and click Next. The Backup Policy tab displays the details of the backup policy that you choose to assign to the backup set.
You can also use Create New Backup Policy to create and assign a new backup policy. For information on creating a backup policy, see Manage backup policies for NAS shares.
- Assign a NAS proxy to handle the backup and restore from the NAS share.
Phoenix displays the NAS proxies based on the share type (SMB or NFS) you plan to back up.
The tab appears blank if you have not configured an appropriate NAS proxy and mapped it to the NAS share.
- Click Finish.
This competes adding and configuring a NAS share on Phoenix Management Console.