Complete the File Server Guided Setup for Nutanix Files Exported to CIFS

The file server guided setup guides you through creating a backup plan and adding the file server for the Nutanix files exported to CIFS.

Before You Begin

• To complete the setup wizard for the File Servers application, you will need the following information:

  • The host name of the Nutanix cluster

  • Credentials the access node will use to access the Nutanix cluster and create snapshots

  • Access node group or access node that will be used for backup

    • An access node group is a server group containing one or more access node.

  • Credentials the access node will use to access the Nutanix cluster data via CIFS

• The required package can be installed on the access node(s) as part of the setup.

Start the Configuration Wizard

1. Log on to metallic.io.

   The Service Catalog page appears.

2. From the navigation pane, go to Protect > Files.

   The Overview page appears.

3. Go to the Files tab.

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

   The Configure File Server page appears.

5. Select Nutanix Files as the server type and click Next.

   The Add Nutanix Files page of the configuration wizard appears.

Server Configuration

1. In the Name box, enter the file server name.

2. From the Nutanix Files server list, select the host.

3. Click Next.

   The Plan page of the configuration wizard appears.

Plan

1. From the Plan list, select the backup plan to use for the file server.

   Steps to create a new backup plan

   1. Click the add button .

   The Create backup plan dialog box appears.

   1. In the Plan name, enter a name for the backup plan.

   2. From the Storage list, select the storage to use for the backups.

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

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

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

      • To create custom settings, move the Custom plan toggle key to the right, and then specify the following:

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

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

   4. Click Done.

2. Click Next.

   The Backup Content page of the configuration wizard appears.

Backup Content

1. Move the CIFS toggle key to the right.

2. From the Access nodes list, select one or more access node groups or access nodes that will be used to protect the Nutanix file server.

   An access node is a machine with Commvault Cloud software installed to manage communication to and from the protected system. To access your Nutanix file server via CIFS, the access node(s) requires the Windows File System software.

   If you do not have an existing access node that can be used to protect your Nutanix file server, create a new one.

   Steps to create a new access node

   1. Click the add button .

      The Add a new Access node dialog box appears.

   2. Download the backup gateway package and install it on your access node.

   3. Install the access node and authenticate using the authcode provided in the instructions.

3. From the Credentials list, select existing credentials or create new credentials that will be used to access the CIFS shares.

   You must configure CIFS credentials to change the backup content.

   Steps to add new credentials

   To add credentials to the Credential Manager, click the plus button (+), and then specify the following in the Add Credential dialog box.

   1. In the Credential name box, enter the name of the credential.

   2. In the User account box, enter the name of the user account.

   3. In the Password box, enter the password.

   4. In the Description box, you can enter a description of the credentials.

   5. Click Save.

4. By default, all CIFS shares will be selected for backup. To modify the backup content, move the All CIFS shares toggle key to the left and follow these steps:

   1. To add the content to back up, in the Content area, click Add > Browse or Custom path.

      • To enter paths to items you want to include in backups, in the Enter custom path field, enter a path, and then click the add button.

      • To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to include in backups.

   2. To add filters to exclude items from backups, in the Exclusions area, click Add > Browse or Custom path.

      • To enter paths to items you want to exclude from backups, in the Enter custom path field, enter a filter pattern, and then click the add button.

      • To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to exclude from backups.

   3. From the Include global exclusions list, select one the following:

      • Off: To disable global filters for this subclient; only subclient exclusions are applied. This value overrides the Use Global Filters on All Subclients global filters setting.

      • On: To enable global filters for this subclient; both global and subclient exclusions are applied. This value overrides the Use Global Filters on All Subclients global filters setting.

      • Use cell level policy: To include global filters for this subclient only if the Use Global Filters on All Subclients option is selected in the Global Filters.

5. Click Add.