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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.

Quick steps to setup Phoenix for SQL backups.png

Steps to set up Phoenix to back up databases

Task # Task Description
From Register New Server under Protect > MS-SQL servers
1 Check prerequisites Check prerequisites for installing the Phoenix agent on the MS-SQL server.
2 Download the agent Download the Phoenix agent and copy the installable to the MS-SQL server.
On the MS-SQL server
3 Install and activate the agent

Install the Phoenix agent on the server that hosts the MS-SQL server instance(s). Activate the agent using the activation token from the Register New Server wizard in the Phoenix Management Console. 

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.
4 Phoenix agent discovers instances and AGs The Phoenix agent discovers instances and AGs running on the MS-SQL server. After agent discovery is complete, you can see the instances and AGs in the All SQL Resources page under Protect > MS-SQL Servers.
5 Phoenix agent registers the MS-SQL server After the discovery is complete, the MS-SQL server is visible under the Protect > Windows/Linux servers and under the Servers column on the All SQL Resources page.
From Protect > MS-SQL servers
6 Configure instances/AGs for backup

Select the instance or AG and Create Backup Set. 

  1. Select or create an administrative group.
  2. Define backup settings like storage and backup policy. A backup policy defines the type of backup (Full, Differential, or Transaction Log), the backup schedule, and the retention periods for the backup snapshots.
  3. Select the databases on the instance or AG to be backed up.
Backup and Restore databases
7 Backup The Phoenix agent triggers a backup job based on the schedule specified in the backup policy. The full and differential backups perform a full or differential backup of the databases selected in the backup set. The transaction log backup backs up the transaction logs associated with the selected databases.
  Restore

You can initiate a restore from the Phoenix Management Console. The following types of restores are supported: