Configuring Backups for On-Premises File Servers

You can configure backups for an on-premises file server. The configuration wizard guides you through the configuration process, which includes creating any new entities that are needed, such as a plan and local and cloud storage.

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > File servers.

   The File servers page appears.

2. In the upper-right area of the page, click Add server.

   The Select Type page of the configuration wizard appears.

3. Select File server.

4. Click Next.

   The Select Your File Server Environment page of the configuration wizard appears.

Specify the File Server Environment

1. Specify whether the file server is in a virtual or physical environment.

   An active trial or an active subscription is required.

2. Click Next.

   The How do you want to deploy your backup? page of the configuration wizard appears.

Specify the Deployment Method

1. Select Backup via backup gateway (for on-premises servers).

2. Click Next.

   The Backup Gateway page of the configuration wizard appears.

Backup Gateway

A backup gateway is required to back up object storage without egress charges.

1. Select an existing backup gateway or create a new backup gateway.

   Steps to create a backup gateway

   1. Click the add button .

      The Add new backup gateway dialog box appears.

   2. Click Download.

      The backup gateway installation file is downloaded.

   3. On the computer that you want to use as the backup gateway, install the software:

      To find the installation authorization code, in the navigation pane, go to Manage > Company, click the company, and in the General section, view the authorization code beside the Requires authcode for installation toggle key.

   Type of installation	Steps
   Interactive	Right-click the installation file, and then select Run as administrator. The Custom Package Manager dialog box appears. Extract the files. The Metallic installer appears. In the Installation Path box, enter a path on the dedicated data disk. For example, enter E:\Program Files\Metallic\ContentStore. Important: Do not install the backup gateway on the C: drive. The backup gateway must be installed on a dedicated data disk. Click the next arrow to start the installation. After the software is installed, the Server Authentication dialog box appears. Select the authentication method that you want to use, and then enter values as necessary. For example, select Authcode, and then enter the authorization code. Click the next arrow. Record the fully qualified domain name (FQDN) of the backup gateway.
   Silent	At the command line, go to the location where you stored the custom package and find the Setup.exe file. If the package consists of only the answer file, find the Setup.exe file from a separate installation package. Run the following command: start /wait Setup.exe /play install.xml /silent /authcode authcode Where authcode is the company authorization code, which is required if you did not enter the installation user's credentials when the package was created

   1. Return to Metallic.

   2. Refresh the list of backup gateways, and then select the backup gateway that you created.

2. Click Next.

   The Local Storage page of the configuration wizard appears.

Local Storage

For optimal performance, store a primary copy locally and a secondary copy in a cloud location. If you back up directly to cloud, without a local copy, you might experience sub-optimal performance.

1. Decide whether to use local storage:

   • To store the primary backup only in the cloud, move the Backup to cloud storage only toggle key to the right.

   • To store the primary backup locally, select existing local storage or create a new local storage location.

     Steps to create local storage

     1. Click the add button .

        The Add local storage dialog box appears.

     2. In Name, enter a descriptive name for the local storage.

     3. Click Add.

        The Add backup location dialog box appears.

     4. From the Access node list, select the backup gateway to use.

     5. For Type, select whether the storage is local or on a network.

     6. If you selected Network, enter the credentials to access the backup location.

     7. For Backup location, enter the path to store the backup in.

     8. Click Add.

     9. Click Save.

2. Click Next.

   The Cloud Storage page of the configuration wizard appears.

Cloud Storage

1. Decide whether to use cloud storage:

   • If you specified local storage, and you don't want to use cloud storage, move the Only use on-premises storage toggle key to the right.

   • Select existing cloud storage or create new cloud storage.

     Steps to create cloud storage

     1. Click the add button .

        The Add cloud storage dialog box appears.

     2. From Type, select the storage provider, and then enter the necessary values.

        Storage provider	Values
        Amazon S3	Name: Enter a descriptive name for the cloud storage. Region: Select the region for the cloud storage. Authentication: Select the type of authentication to use. Bucket: Enter the name of the bucket. Storage class: Select the storage class for the type of access that you want to have for the data.
        Metallic Recovery Reserve	Cloud storage provider: Select Azure Blob Storage or OCI Object Storage. Storage class: Select the storage class for the type of access that you want to have for the data. Region: Select the region for the cloud storage.
        Microsoft Azure Storage	Name: Enter a descriptive name for the cloud storage. Credentials: Select existing credentials or create new credentials. Region: Select the region for the cloud storage. Container: Enter the name of the container. For example, enter bucket_name.
        Oracle Cloud Infrastructure Object Storage	Name: Enter a descriptive name for the cloud storage. Credentials: Select the credentials to use. Region: Select the region for the cloud storage. Compartment name: Enter the name of the compartment. Bucket: Enter the name of the bucket. Storage class: Select the storage class for the type of access that you want to have for the data.

     3. Click Save.

2. Click Next.

   The Plan page of the configuration wizard appears.

Plan

A plan specifies the storage to back up the data to and other settings such as recovery point objective (RPO) settings.

1. Select an existing plan or create a new plan.

   Steps to create a plan

   1. Click the add button .

      The Add plan dialog box appears.

   2. In the Plan name box, enter a descriptive name for the plan.

   3. For the plan settings, select pre-defined settings or create custom settings:

      • To select pre-defined settings, under Retention rules, select one if the following:

        • Select Standard retention to retain the incremental backups for 1 month.

        • Select Extended retention for optimized storage where the incremental backups of primary and secondary copies are retained for 1 month, and extended retention for monthly and yearly full backups.

          Note: The Extended retention option is available only when the secondary copy backup is selected.

      • To create custom settings, select Custom plan, and then specify the following:

        • For Snapshot retention, specify the number of snapshots to retain for IntelliSnap backups.

        • For Retention, specify the amount of time to retain the backups.

        • For Backups run every, specify how often to run backups.

   4. Click Done.

2. Click Next.

   The Server Configuration page of the configuration wizard appears.

Server Configuration

Interactive Installation

1. For OS Type, specify the OS of the file server.

2. Download and install the package.

3. In File server name, enter a descriptive name to create a new file server or search for an existing file server.

Push Installation

1. In Name, enter a descriptive name to create a new file server or search for an existing file server.

2. If you are creating a file server, do the following:

   1. In Host name, enter the hostname.

   2. In User name, Password, and Confirm password, enter the credentials for the file server.

   3. For OS Type, select the OS for the file server.

   4. If you select Unix and Linux as the OS, to use a non-standard SSH port number, move the Use a non-standard SSH port number toggle key to the right.

   5. To specify the path to install the software, in Installation location, enter the path.

3. To restart the file server after the installation, move the Reboot if required toggle key to the right.

4. Click Next.

   The Backup Content page of the configuration wizard appears.

Backup Content

You can add content by browsing, by selecting all the content, and by entering a custom path.

1. To select all content, click Add, and then select Select All.

2. To browse for content, do the following:

   1. Click Add, and then select Browse.

      The Add content dialog box appears.

   2. Select the content.

   3. Click Save.

3. To enter a custom path, do the following:

   1. Click Add, and then select Custom Path.

   2. In Enter custom path, enter the custom path for the content.

      For example, you can enter /bucket_name.

4. To exclude some of the content you selected, move the Specify exclusion toggle key to the right, and then add the exclusion.

5. To include some of the content that you excluded, move the Specify inclusion toggle key to the right, and then add the inclusion.

6. Click Next.

   The Summary page of the configuration wizard appears.

Summary

1. Review the summary.

2. Click Finish.