Backup sets for NAS shares define the data to be backed up, the storage that will store the backups, backup schedule, and so on. Before a backup set can be configured for a NAS share, ensure that you have:
- Added a NAS device
- Discovered or added NAS shares
- Assigned credentials to SMB shares
Configuration of a backup set involves:
- Assigning an administrative group if this is the first backup set for the NAS share.
- Defining backup settings like storage and backup policy.
- Specifying backup content.
- Mapping a NAS proxy to the NAS share
Log in to the Phoenix Management Console.
Click the drop-down next to All Organizations, and select the organization that has the NAS devices.
On the menu bar click Protect > NAS.
In the device-specific navigation pane on the left, select the NAS device from the DEVICE drop-down.
In the right pane, select the share for which a backup set needs to be created, and then click Create Backup Set.
In the Create Backup Set dialog box, perform the following tasks:
This field is available for the first backup set of a NAS share. Subsequent backup sets take the previously assigned administrative group. Select the Default Administrative Group, or click Create a New Administrative Group. To learn how to create a new administrative group, see Manage Administrative Groups for NAS shares
|Backup Set Name||
Enter a unique name for the backup set. You can rename the backup set name if required.
Select the Phoenix storage that will store the data backed up from the NAS share. Phoenix will restore data from the same storage.
Select an existing backup policy, or create a new one. To learn how to create a new backup policy, see Manage backup policies for NAS shares
|Use Content Rule||
Select the Use Content Rule option to use an existing, pre-created content rule to back up files and folders on your NAS share. When you select an existing content rule, the Content Rule Details section displays the folders included and subfolders excluded from backups.
The Content Rule Details section also shows the included/excluded File Types, File extensions, and File Name Patterns. If you have selected the Ignore case sensitive file/folder name match for NFS shares option, the Content Rule Details section, displays it with a green tick. If this option is deselected, the Content Rule Details section displays it with a red cross.
|Specify Custom Content||Select the Specify Custom Content option to select the folders, file types, and file name patterns to be included in or excluded from the NAS share backups. You can save the selected folders, excluded subfolders, and included/excluded file types, extensions, and file patterns as a new content rule.|
|Backup All Folders||Select this option if you want to backup all files and folders, including hidden files and folders. The folders under Subfolder to exclude are excluded from backups.|
|Subfolder to exclude||
Phoenix excludes a few folders from backup by default. For more information, see Folders excluded from NAS share backup. The subfolder exclusions apply whether you choose to backup all folders or specific folders. Enter the relative path (relative to the root share directory) of the subfolders that should be excluded from backups. Type the path of the subfolder, and then press Enter. The path gets added to the list below. To remove a subfolder from this list, click the cross icon next to the path. Consider the following example to understand subfolder exclusions:
Suppose an NFS share vol0 has the folders security/users/groups/adminsTo exclude the groups folder from the backup of the vol0 share, enter the path as security/users/groups and not just groups. Moreover, if you have configured security for backup, Phoenix backs up security and its subfolders if any but excludes groups.
|Backup Specific Folders||
Select this option to backup specific folders on the NAS share. Type the relative path( relative to the root share directory) of the folder in the corresponding box and press Enter. You can also click Add <entered folder path> to add the folder. In folder paths, use backward slash (\) for SMB shares and forward-slash (/) for NFS shares. You can add multiple folder paths.
Use the following formats while entering absolute paths:
Consider the following example to understand subfolder exclusions:
|Specify File Exclusions or Inclusions
If this option isn’t selected all file types, file extensions, and file patterns in the folders selected under Backup Content are backed up.
|Exclude the following files from backup||Exclude the specified file types, file extensions, and file patterns from the folders selected above.|
|Include only the following files in the backup||Include the specified file types, file extensions, and file patterns in the folders selected above.|
Select file types to exclude/include
Select predefined file types that must be excluded from or included in the backup of folders specified under Specify Custom Content.
Add file extensions to exclude/include
This field displays the file extensions associated with the selected file types. You can enter custom extensions if you do not find your extensions under any predefined file types.
|File Name Patterns||
Enter file name patterns that must be excluded from or included in the backup of folders specified under Backup Content. File patterns start with a * and can contain * *.string* or *.*string in the pattern string. Enter patterns like *.ext in the format ext in the file extension field under File Types.
|Ignore case sensitive file/folder name match for NFS shares||By default, this option is deselected. With this option deselected, the file and folder names entered in the Backup Specific Folders, Subfolder Exclusions, File extensions, and File Patterns fields are accepted as is, in whatever case you enter them. For NFS shares, this means that the entered text is case-sensitive. If this option is selected, Phoenix ignores the case of the files and folder names in these fields. For NFS shares, this means that the entered text becomes case-insensitive. Note: This option applies to NFS shares since file and folder names are case-insensitive in SMB shares.|
|NAS Proxy Mapping||
Select a NAS proxy from the list of registered NAS proxies for the backup and restore of data from the NAS share. Map the backup set to a Windows proxy if you want to backup SMB shares or a Linux proxy if you want to backup NFS shares. Phoenix displays the NAS proxies based on the share type (SMB or NFS) you plan to back up.
- Click Save. This completes adding and configuring a NAS share on Phoenix Management Console.
Note: The Save button is disabled if:
You select Specify Custom Content and then Backup Specific Folders but don't enter any relative folder paths.
You enter an unsupported file extension or file pattern.
Correct the error and then click Save.