Configuring File Server Backups Using Local (On-Premises) and Cloud Storage

To back up file servers running on-premises, configure backups for file server using local and cloud storage copies with a backup gateway.

Start the Configuration Wizard

Log on to metallic.io.

The Service Catalog page appears.
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:

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

The file servers Overview page appears.
On the File Servers tab, in the upper-right area of the page, click Add Server.

The Configure File Server page appears.
Select File server and click Next.

The Configure File Server Backup page appears.

Specify the File Server Environment

Select File server running on-premises.
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.
Click Next.

The How do you want to deploy your backup? page appears.
Select Backup via gateway (Recommended).
Click Next.

The Backup Gateway page appears.

Backup Gateway

Select an existing backup gateway or create a new backup gateway.
Steps to create a backup gateway
1. Click the add button .
  
  The Add a new backup gateway dialog box appears.
2. Download and install the backup gateway package, following the instructions in the dialog box to create and configure a new backup gateway.
  
  You can download a backup gateway package for either Linux or Windows. Copy the authcode using the copy icon and authenticate using the authcode.
Click Next.

The Local Storage page appears.

Local Storage

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.
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

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. If you select Oracle Cloud Infrastructure Object 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 storage region.
  4. In the Compartment name box, enter a name for the compartment.
  5. In the Bucket box, enter the bucket name.
  6. From the Storage class list, select the storage class for the type of access that you want to have for the data.
6. If you select Amazon S3, do the following:
  1. In the Name box, enter a name for the cloud storage.
  2. From the Region list, select the storage region.
  3. For Access and secret keys authentication, enter the following:
    - Access key ID: Enter the access key ID.
    - Secret access key: Enter the secret access key.
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
  4. For IAM role authentication, enter the following:
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
  5. For STS assume role with IAM role authentication, enter the following:
    - ARN role: Enter the ARN role.
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
7. Click Save.
Click Next.

Secondary Copy

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, 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. If you select Oracle Cloud Infrastructure Object 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 storage region.
  4. In the Compartment name box, enter a name for the compartment.
  5. In the Bucket box, enter the bucket name.
  6. From the Storage class list, select the storage class for the type of access that you want to have for the data.
6. If you select Amazon S3, do the following:
  1. In the Name box, enter a name for the cloud storage.
  2. From the Region list, select the storage region.
  3. For Access and secret keys authentication, enter the following:
    - Access key ID: Enter the access key ID.
    - Secret access key: Enter the secret access key.
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
  4. For IAM role authentication, enter the following:
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
  5. For STS assume role with IAM role authentication, enter the following:
    - ARN role: Enter the ARN role.
    - Bucket: Enter the Amazon S3 bucket name.
    - Storage Class: Select the storage class for the type of access that you want to have for the data.
7. Click Save.
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.

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.
Click Next.

The Install Packages page of the configuration wizard appears. You must select the installation method for the package.

Install Packages

Interactive Installation

To perform an interactive installation, select Interactive installation.
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

If the package is in a .tar file (for example, LinuxFileServer64.tar), the tar file must be extracted using the GNU TAR utility.
Enter your Commvault Cloud credentials in the installer to authenticate the package on the server.
For OS Type, specify the OS of the file server that you want to back up.
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.

Push Installation

To perform a push installation, select Push Installation.
Select a file server from the list of servers or create a new one.
Steps to create a file server
1. In the Name box, enter the name of the file server on which the push installation needs to be performed.
2. In the Username box, enter the username.
3. In the Password box, enter the password, and then re-enter the password to confirm it.
4. Select the OS Type of the file server.
5. If you select Unix 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.
6. Optional: To specify the path to install the software, in Installation location, enter the path.
7. To restart the file server after the installation, move the Reboot if required toggle key to the right.
8. Click Save.
Click Next.

The Backup Content page appears.

Backup Content

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

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

The Summary page of the configuration wizard appears.

Summary

Review the summary.
Click Finish.