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Druva Documentation

Manage Content Rules in NAS

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Overview

Content rules in NAS define the content to be backed up from NAS shares. A content rule can be saved for reuse by other NAS shares. After a backup set is created for a NAS share, data from the share is backed up according to the backup policy and content rule defined in the backup set. For new NAS configurations, Phoenix creates a default content rule. The default content rule is configured to backup all folders with some file types excluded by default.  The default content rule can be assigned to one or more NAS shares. This rule can be updated or deleted. The default content rule is not available for existing NAS users.

Best practices for creating content rules

  • Create a content rule when you have backup sets on different NAS shares that backup the same content.
  • Ensure that content rules do not overlap in terms of backup content. This ensures that the same content is not backed up as part of different backup sets.

Add a Content Rule

Content rules can be added while creating a backup set for the NAS share or from the Content Rules page.

From the Content Rules page

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click the drop-down next to All Organizations and select the organization that has the NAS device.

  3. On the menu bar, click Protect > NAS.

  4. In the generic navigation pane on the left, click Content Rules.

    create content rule from Content Rules.png

  5. In the right pane, click Create Content Rule.

  6. In the Create Content Rule dialog box, enter the following details:

    Create Content Rule.png

     
    Field Description
    Overview
    Name Enter a unique name for the content rule.
    Backup Content
    Backup All Folders Select if you want to backup all the files and folders on the NAS share excluding those added under excluded subfolders and excluded file types.
    Specify Folders to backup

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

    Enter the relative paths (relative to the root share directory) 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

    • To backup Subfolder1, enter Folder\Subfolder1.
    • 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

    NFS 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
    • Enter Folder/Subfolder1 to backup Subfolder1

     

    Subfolders to exclude

    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. 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 following folder path:
    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. In this example, if you have configured security for backup, Phoenix backs up security and its subfolders but excludes groups.

    Files Types

    Exclude or Include: Exclude or include file types in backups.

    Exclude

    Add file types that you want to exclude from the NAS share backup.
    By default, Phoenix excludes Video files, Audio files, Executables, All Executables, and Image files. 

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

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

    Include

    Add file types that you want to include in the NAS share backup.

    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.

  7. In the Create Content Rule page, click Create. The Content Rules page displays the newly added content rule. 

While creating a backup set for a NAS share

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click the drop-down next to All Organizations and select the organization that has the NAS device.
  3. On the menu bar, click Protect > NAS.
  4. In the DEVICE drop-down, select the NAS device that has the NAS share that you want to backup.
  5. In the NAS shares page, select the NAS share and click Create Backup Set

  6. In the Create Backup Set page, enter the details as described in the Configure backup set for NAS share article.

  7. In the Backup Content section, you can either use an existing content rule or specify custom content and save it as a new content rule.

    • To use an existing content rule click Use Content Rule and select an existing content rule from the drop-down. The selected content rule cannot be edited here.

    • To specify custom content, click Specify Custom Content, and perform the following tasks:


      Save as new rule.png

       
      Field Description
      Backup All Folders Select if you want to backup all the files and folders on the NAS share excluding those added under excluded subfolders and excluded file types.
      Specify Folders to backup

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

      Enter the relative paths of the folder (relative to the root share directory) 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. Do not prefix the share name
      • To back up Subfolder2 enter the entire path and not just Subfolder2
      • Enter Folder/Subfolder1 to backup Subfolder1
      Subfolders to exclude

      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. 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 following folder path:
      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. In this example, if you have configured security for backup, Phoenix backs up security and its subfolders but excludes groups.

      Files Types

      Exclude or Include: Exclude or include file types in backups.

      Exclude

      Add file types that you want to exclude from the NAS share backup.
      By default, Phoenix excludes Video files, Audio files, Executables, All Executables, and Image files. 

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

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

      Include

      Add file types that you want to include in the NAS share backup.

      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.


      Note: To save the custom content as a new rule, click Save as New Rule.
  8. In the Create Backup Set dialog box, click Save.

View a content rule

To view content rules, perform the following tasks:

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click the drop-down next to All Organizations and select the organization that has the NAS device.

  3. On the menu bar, click Protect > NAS.

  4. In the navigation pane on the left, click Content Rules. The right pane lists all content rules created for NAS.

  5. Click a content rule to view content rule details. The Summary tab lists all the included and excluded folders. It also lists all the included and excluded file types.

    Content Rule summary.png
    The Shares tab lists all the NAS shares that use the content rule.
    Content Rules shares.png

To edit a content rule, perform the following tasks:

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click the drop-down next to All Organizations and select the organization that has the NAS device.
  3. On the menu bar, click Protect > NAS.
  4. In the navigation pane on the left, click Content Rules.
  5. Click the content rule that needs to be edited. In the content rule details page, in the top click Edit.

    Edit a content rule.png
  6. Change the name of the content rule, or the folders to be included or excluded. You can also change the file types and extensions to be included or excluded from the backup.  For more detailed field descriptions, see the Add Content Rule section.
  7. Click Save.

Delete a content rule

To delete a content rule, perform the following tasks:

  1. Log in to the Phoenix Management Console.
  2. On the menu bar, click the drop-down next to All Organizations and select the organization that has the NAS device.
  3. On the menu bar, click Protect > NAS.
  4. In the navigation pane on the left, click Content Rules. You cannot delete a content rule associated with one or more backup sets. To delete the content rule, associate the backup sets with other content rules. Click the Shares tab to see if any shares use this content rule.

    Shares tab.png
    If there are shares that use this content rule, click the share Name to view the NAS share details. From the NAS share details page, edit every backup set that uses this content rule and associate it with a different content rule.
    Edit a backup set to delete it.png
    For more information on editing a backup set, see Edit a backup set.
  5. In the generic navigation pane on the left, click Content Rules. Click the content rule that needs to be deleted, and in the top right corner click Delete.
    Delete a content rule.png

 

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