About servers and backup sets
Before you configure registered servers for backup, it is important to understand the steps of configuration. When you configure a server, you:
- Attach a server to an administrator group.
- Create a backup set and attach it to the server.
The server (or the registered server), is the system that hosts your databases with Phoenix agent installed. The server is registered with the organization that you select.
An administrative group is a logical categorization of servers that share something in common. For example, servers located in one region can belong to one group. Similarly, servers having the same operating system can belong to a different group.
An administrative group allows you to organize your servers for better management. To manage the servers under a group, you assign a group administrator. It is mandatory that you create an administrative group and attach servers to it.
A backup set is a data set that you can configure for backups by defining the backup content and backup policies for files and databases. A backup set provides configuration options to customize the backup content, backup policy, and retention settings.
A backup set defines the following:
- What is the workload?
- What should be backed up?
- Where the backed up data (snapshots) is stored?
- When should it be backed up?
When you configure a server for backup, you create a backup set and attach it to the server. For SQL as a workload, at the time of creating the backup set you:
- Select the administrative group.
- Select the storage location.
- Define backup content, which specifies the databases you want to backup.
- Specify the backup schedule in the backup policy.
- Define the retention period in the backup policy.
After you add a backup set to the server, the server is configured for backup and the agent automatically backs up databases based on the defined backup content and backup policy. You can create multiple backup sets for a server.
The backup content in a backup set specifies what should be backed up. While configuring an MS-SQL server, you can select databases to backup.
A backup policy specifies when a backup job is executed for a server, bandwidth available to the agent, and for how long a snapshot or log backup is retained. In MS-SQL servers, backup policies define:
- When a backup job is triggered.
- The bandwidth available for the agent to execute a backup job.
- The period for which a snapshot is retained.
Configure a server
If you are configuring your first server, you have to attach the following to the registered server:
- Administrative group
- Backup set
- Backup content
- Backup policy
The administrative groups, backup sets, and backup policies that you create are specific to the organization under which you register your server. When you configure a server, Phoenix lets you create a new administrative group and a new backup policy. In addition, you can create administrative groups and backup policies in advance and use them when you configure servers for backup.