Add a NAS File Server

Add the NAS file server that you want to back up.

You can back up both Common Internet File System (CIFS) shares and Network File System (NFS) exports.

Before You Begin

• Ensure that your access node meets hardware specifications to back up the CIFS shares and NFS exports. For more information, see Hardware Specifications for Access Nodes.

• To back up CIFS shares using Linux access nodes, ensure that cifs-utils and smb_client are installed on the access node.

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Service catalog.

   The Service catalog page appears.

2. On the Files tile, click Configure.

   The Select the Files Application page appears.

3. Click NAS.

4. Click Next.

   The Server Configuration page of the Add NAS Server configuration wizard appears.

Server Configuration

1. In the Name box, enter a name for the NAS server.

2. From the Vendor type list, select any vendor. If the vendor is not listed, select Generic.

   • For NetApp, enter the following information:

     1. In the NetApp management interface box, enter the host name of the NetApp cluster or SVM.

     2. From the Credential list, select existing credentials or create new credentials.

        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.

   • For Dell EMC Isilon, enter the following information:

     1. In the Dell EMC Isilon cluster box, enter the external IP address or the host name of any node in the Isilon cluster.

     2. From the Credential list, select existing credentials or create new credentials.

        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.

   • For Huawei, enter the following information:

     1. In the Serial number box, enter the serial number (SN) of the Huawei storage system.

     2. In the Console interface box, enter the management IP address of the Huawei array.

     3. From the Credential list, select existing credentials or create new credentials.

        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.

3. In the Host name box, enter a host name or fully qualified domain name for the NAS server. This option does not apply to NetApp and Dell EMC Isilon vendors.

4. Click Next.

   The Plan page of the configuration wizard appears.

Plan

1. From the Plan list, select an existing backup plan or create a new backup plan.

   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. Under Network share configuration, specify how you want to back up the file server:

   • To back up CIFS shares, move the CIFS toggle key to the right.

   • To back up NFS exports, move the NFS toggle key to the right.

CIFS

1. From the Access Nodes list, select the access nodes to use for the file server or create a new one. You can back up CIFS shares of the NAS file server using Windows as well as Linux access nodes.

   Note

   • The Linux access nodes that are chosen to backup CIFS shares must be on Service Pack 36.

   • For streaming, CIFS backup using Linux access nodes is supported only with NetApp, Dell EMC Isilon, and Generic vendor types. For other vendors, ensure that a Windows access node is selected. It is not supported with IntelliSnap.

   • Ensure to select an access node which has both FS and MA packages installed.

   • If a client group is selected as an access node, ensure that each client in the group has connectivity to the array.

   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.

2. From the CIFS Credentials list, select existing credentials or create new credentials to access the NAS server.

   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.

3. By default, all CIFS share will be selected for backup. To change the content that is to be backed up, do the following:

   Note

   The CIFS credentials must be added to change the backup content.

   1. Under Backup content, move the All CIFS shares toggle to the left, and then specify the content to back up.

   2. 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, do the following:

        1. Click Browse.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add content dialog box appears.

        4. Select the check boxes for the items that you want to include in the backup and then click SAVE.

   3. 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, do the following:

        1. Click BROWSE.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data to exclude.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add exclusions dialog box appears.

        4. Select the check boxes for the items that you want to exclude in the backup and then click SAVE.

   4. You can add the exceptions on the excluded data. To do so, move the Define exceptions toggle key to the right, and then click Add > Browse or Custom path.

      • To enter paths to items you want to except from the excluded data, 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, do the following:

        1. Click Browse.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data to except.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add exceptions dialog box appears.

        4. Select the check boxes for the items that you want to except from the excluded data and then click SAVE.

   5. 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.

4. To verify the connection between the array and access node, click Test connection. This option applies only to NetApp, Dell EMC Isilon, and Huawei.

NFS

1. To specify the access nodes to use for the file server, from the Access Nodes list, select the access nodes or create a new one.

   Note

   • Ensure to select an access node which has both FS and MA packages installed.

   • If a client group is selected as an access node, ensure that each client in the group has connectivity to the array.

   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.

2. By default, all NFS exports will be selected for backup. To change the content that is to be backed up, do the following:

   1. Under Backup content, move the All NFS exports toggle to the left, and then specify the content to back up.

   2. 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, do the following:

        1. Click Browse.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add content dialog box appears.

        4. Select the check boxes for the items that you want to include in the backup and then click SAVE.

   3. 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, do the following:

        1. Click BROWSE.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data to exclude.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add exclusions dialog box appears.

        4. Select the check boxes for the items that you want to exclude in the backup and then click SAVE.

   4. You can add the exceptions on the excluded data. To do so, move the Define exceptions toggle key to the right, and then click Add > Browse or Custom path.

      • To enter paths to items you want to except from the excluded data, 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, do the following:

        1. Click Browse.

           The Browse Options dialog box appears.

        2. In the Interface path box, provide the path details to browse the data to except.

        3. From the Access nodes list, select the access node, and then click BROWSE.

           The Add exceptions dialog box appears.

        4. Select the check boxes for the items that you want to except from the excluded data and then click SAVE.

   5. 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.

3. To verify the connection between the array and access node, click Test connection. This option applies only to NetApp, Dell EMC Isilon, and Huawei.

4. Click Add.