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Quick steps to set up Phoenix to back up databases

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Initial configuration

You can set up MS-SQL server for backup after you have completed the initial configuration. Initial configuration includes:

  • Creating or selecting an organization: In Phoenix, Organization is an access-based control mechanism to configure the servers for backup and restore. Organizations create a logical partitioning of the entities, such as servers, content rules, backup policies, and so on. Phoenix provides a default organization that you can select and register the servers. 
  • Creating administrators: Administrators are users that control server registration and configuration for backup and restore.

For the details on setting up Phoenix to back up databases to Failover Cluster Instance (FCI), refer to Configure Phoenix for the backup of node-based SQL failover cluster.

After the initial configuration is complete, perform the following steps to let Phoenix back up databases created and managed using MS-SQL server.

SQL workflow-1.png

Steps to set up Phoenix to back up databases

Task Number Task Description
Prepare MS-SQL servers for backup
1 Log on to Phoenix Management Console and select an organization to register a server.  From the Phoenix Management Console, select an organization in which you want to register an MS- SQL server.

Use the Register New Server option from the MS-SQL Servers tab of the selected organization to download the Phoenix agent and generate the activation token.
Register MS-SQL server and configure databases for backup
2 Register the server

Go through the prerequisites, install the Phoenix agent on the system that hosts MS-SQL server instance(s), and activate the agent using the activation token. When you activate the agent, you provide a server name for the system on which the agent is installed. Your system is registered with the server name you provide.

Phoenix agent discovers the instances and AGs running on the server. To see the instances and AGs, log on to Phoenix Management Console, select the organization, and then click Protect > MS-SQL Servers. You can see the instances and AGs under the Instances/AGs tab.
3 Configure instances/AGs for backup
  1. Select the instance or AG and attach it to an administrative group.
  2.  Create a backup set.
    1. Define backup content for the instance or AG: You can back up the instances and the databases within the instances and databases across an availability group.
    2. Attach the instance or AG to an existing backup policy or to a new backup policy: Backup policy specifies the backup schedule, which defines when a backup job should get triggered, and the bandwidth available to the agent to execute a job. It also specifies the duration for which the snapshots and backed up transaction log are retained.
Back up databases
4 Agent triggers backup based on backup set Phoenix agent triggers a backup job based on the schedule you specify in the backup policy. When a full or differential backup job is triggered, Phoenix backs up the selected database based on the content rule, and its snapshot is created. When a log backup is triggered, the transaction log of the database is backed up based on the backup policy.
Restore databases
5 Trigger restore from the Phoenix Management Console When you require a recovery, you trigger a restore job from the Phoenix Management Console. Phoenix lets you perform the following restore jobs: