Quick steps to set up Phoenix to back up databases



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.
Steps to set up Phoenix to back up databases
Task # | Task | Description |
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Prepare MS-SQL servers for backup | ||
1
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Log in to the Phoenix Management Console and select an organization to register a server.
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Register MS-SQL server and configure databases for backup | ||
2
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Register the server
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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. For more information about when Phoenix discovers databases on the instance/AG, see About discovery on SQL Server. |
3
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Configure instances/AGs for backup
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Back up databases | ||
4 | Agent triggers backup based on a 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: |