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Druva Documentation

Configure backup set for NAS share

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

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:

Create backup set infographic.png

  1. Assigning an administrative group if this is the first backup set for the NAS share.
  2. Defining backup settings like storage and backup policy.
  3. Specifying backup content.
  4. Mapping a NAS proxy to the NAS share


  1. Log in to the Phoenix Management Console.

  2. Click the drop-down next to All Organizations, and select the organization that has the NAS devices.

  3. On the menu bar click Protect > NAS.

  4. In the device-specific navigation pane on the left, select the NAS device from the DEVICE drop-down.

  5. In the right pane, select the share for which a backup set needs to be created, and then click Create Backup Set.

  6. In the Create Backup Set dialog box, perform the following tasks:
    Create Backup Set.png

Field  Description
Administrative Group

This field is available for the first backup set of a NAS share. Subsequent backup sets take the previously assigned administrative group.

Select Admin Group.png

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 Settings
Backup Set Name

Enter a unique name for the backup set. You can rename the backup set name if required. 

Backup Set Name.png

Note:  The characters | ? * : / \ " < > ' cannot be used in a backup set name


Select the Phoenix storage that will store the data backed up from the NAS share. Phoenix will restore data from the same storage. Storage once configured in a backup set cannot be changed later.

Storage Name.png

Backup Policy

Select an existing backup policy, or create a new one.  
Backup Policy.png

To learn how to create a new backup policy, see Manage backup policies for NAS shares

Backup Content
Use Content Rule Select to use existing content rules to back up NAS shares. When you select an existing content, the Content Rule Details section displays all the folders and file types that will be included and excluded from the backup. The Content Rule Details cannot be edited from here. For more information on how to edit a Content Rule, see Edit Content Rule.
Specify Custom Content Select to specify the folders and file types that must be excluded from or included in the NAS share backups. Click Save as New Rule to save the custom content as a new content rule.
Backup All Folders Select if you want to backup all the files and folders on the NAS share excluding those added under excluded file types and excluded subfolders.
Backup All Folders.png
Specify Folders to backup

Select if you want to backup specific folders on the NAS share. 
Specify folders to backup.png

Enter the relative paths of the folder to be backed up and press Enter. You can add multiple folder paths similarly.

In folder paths, use backward slash (\) for SMB shares and forward-slash (/) for NFS shares. 

For example:

SMB share

  • Enter Folder\Subfolder1\Subfolder2 to backup Subfolder2. Do not prefix the share name. 
  • To back up Subfolder2 enter the entire path and not just Subfolder2
  • To backup Subfolder1, enter Folder\Subfolder1

NFS share

  • Enter Folder/Subfolder1/Subfolder2 to backup Subfolder2
  • Enter Folder/Subfolder1 to backup Subfolder1
Subfolders to exclude

Enter the relative path of the subfolders that should be excluded from backups. Type the path of the subfolder, and then press Enter.
Subfolders to exclude.png

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 system folders. 

See the following example to know more about using the exclude filter. 

Example: Suppose an NFS share vol0 has the folders security/users/groups/admins

To 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

File types

Exclude or include file types in backups.


Add files and folders that you want to exclude from the NAS share backup.

File types - Exclude.png

By default, Phoenix excludes Video files, Audio files, Executables, All Executables, and Image files. It also excludes a specific set of subfolders from the backup by default.

 Note: All Executables supersede Executables. We recommend using All Executables.

To exclude more file types, type the file extension, and then press Enter.


Add files and folders that you want to include in the NAS share backup.

File types - Include.png

By default, Phoenix includes Office files, All Office Files, PDF files, and HTML files in the backup.

Note: All Office Files supersede Office Files. We recommend using All Office Files.

To include more file types, type the file extensions, and press Enter.
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. 

NAS Proxy Mapping - Backup Set.png

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.

Note: You can only map to a single proxy in a backup set.

  1. Click Save. This completes adding and configuring a NAS share on Phoenix Management Console. 

If you have deployed CloudCache, you can attach backup sets to the CloudCache. For more information, see Attach a new backup set to CloudCache.