Configuring Backups for Cloud File Servers

You can configure backups for a cloud 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 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 direct to cloud (for cloud servers).

2. Click Next.

   The Cloud Storage page of the configuration wizard appears.

Cloud Storage

To review the supported combinations of primary and secondary storage, see Metallic Storage Options.

Primary Copy

1. For the primary copy of the backup data, select existing cloud storage or create new cloud storage.

   Steps to create cloud storage for the primary copy

   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
      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.

      1. Click Save.

2. Click Next.

   The Plan page of the guided setup appears.

Secondary Copy

1. Decide whether to store a secondary copy of the backup data for long-term retention.

   Steps to create cloud storage for a secondary copy

   1. Move the Secondary copy toggle key to the right.

   2. For Storage location, select an existing storage location or create a new storage location.

      To create a storage location, do the following:

      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
         Metallic Recovery Reserve	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.

      3. Click Save.

2. Click Next.

   The Plan page of the guided setup 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 Retention, specify the amount of time to retain the primary copy.

        • For Retention (secondary copy), specify the amount of time to retain the secondary copy.

        • 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

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.

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.