Configuring File Server Backups Using Cloud Storage

To back up file servers directly to cloud, configure backups for file servers using cloud storage.

Start the Configuration Wizard

1. Log on to metallic.io.

   The Service Catalog page appears.

2. On the File Server tile, click Configure, and then click File server.

   The Configure File Server Backup page appears.

If you have already completed the initial setup, follow these steps:

1. From the navigation pane, go to Protect > File Servers.

   The file servers Overview page appears.

2. On the File Servers tab, in the upper-right area of the page, click Add Server.

   The Configure File Server page appears.

3. Select File server and click Next.

   The Configure File Server Backup page appears.

Specify the File Server Environment

1. Select File server running on-premises.

2. From the Infrastructure list, select the type of infrastructure to specify whether the file server is in a virtual or physical environment.

   • Select Virtual machine to configure backups for Windows and UNIX or Linux type file servers.

   • Select Physical client to configure backups for Windows, UNIX or Linux, and Mac type file servers.

3. Click Next.

   The How do you want to deploy your backup? page appears.

Specify the Deployment Method

1. Select Direct to cloud.

2. Click Next.

   The Cloud Storage page appears.

Cloud Storage

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

Primary Copy

1. To review the supported combinations of primary and secondary storage, see Storage Options for In-Guest Agent Based Backups.

2. For the primary copy of the backup data, select existing cloud storage from the Storage location list or create new cloud storage.

   Steps to create cloud storage for the primary copy

   1. Click +.

      The Add cloud storage dialog box appears.

   2. From the Type list, select Air Gap Protect or Microsoft Azure Storage.

   3. If you select Air Gap Protect, do the following:

      1. From the Cloud storage provider list, select the provider.

      2. From the Region list, select the region.

   4. If you select Microsoft Azure Storage, do the following:

      1. In the Name box, enter a name for the cloud storage.

      2. From the Credentials list, select the credentials.

      3. From the Region list, select the region.

      4. In the Container box, enter a name for the container.

   5. Click Save.

Secondary Copy

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

   1. To enable backup of a secondary copy, slide the Secondary copy toggle key to the right.

   2. Select existing cloud storage from the Storage location list or create new cloud storage.

   Steps to create cloud storage for the secondary copy

   1. Click +.

      The Add cloud storage dialog box appears.

   2. From the Type list, select Air Gap Protect or Microsoft Azure Storage.

   3. If you select Air Gap Protect, then do the following:

      1. From the Cloud storage provider list, select the provider.

      2. From the Region list, select the region.

   4. If you select Microsoft Azure Storage, then do the following:

      1. In the Name box, enter a name for the cloud storage.

      2. From the Credentials list, select the credentials.

      3. From the Region list, select the region.

      4. In the Container box, enter a name for the container.

   5. Click Save.

2. Click Next.

   The Plan page 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 of 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 backup jobs.

        • For Retention monthly full (Secondary copy), specify the amount of time to retain the monthly full backup on secondary copy.

        • For Retention yearly full (Secondary copy), specify the amount of time to retain the yearly full backup on secondary copy.

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

   4. Click Done.

2. Click Next.

   The Install Packages page appears.

Install Packages

1. Download the backup client package and install it on the server you want to back up.

   To install the Windows and UNIX packages, you can use the respective silent install commands.

   To install the Mac packages, you can use the silent install command for UNIX.

   Note

   • Only Windows (64-bit), Linux (64-bit), Mac Silicon, and Mac are available for direct to cloud method.

   • If the package is in a .tar file (for example, LinuxFileServer64.tar), the tar file must be extracted using the GNU TAR utility.

2. Enter your Commvault Cloud credentials in the installer to authenticate the package on the server.

3. Select the OS Type of the server that you want to back up.

4. From the File servers list, select the file server that you installed.

   Tip

   Click the refresh button if the list does not display the required file server.

5. Click Next.

   The Backup Content page appears.

Backup Content

1. If the selected plan has backup content defined, then the same content is automatically selected. If not, all content is selected for backup, by default.

   Note

   You can define backup content for Mac at the plan level only for newly created plans and existing plans that do not have any backup content defined.

2. To browse for specific 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 C:\Temp\abc (for Windows) or /dir1/abc (for Linux or Mac).

4. To exclude some of the content you selected, click Add and then, browse or enter custom paths for the content to be excluded.

5. Click Next.

   The Summary page appears.

Summary

1. Review the summary.

2. Click Finish.