Complete the File Servers Guided Setup for CIFS Shares of Azure NetApp Files

The file server guided setup guides you through adding a file server and creating a backup plan to back up CIFS shares of Azure NetApp Files.

Before You Begin

You must have the following information about the access node:

  • The access node name

  • The host name

  • The credentials that you use for the access node

Go to the File Server Guided Setup

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

    The Welcome page appears.

  2. On the Protect tab, click the Files tile.

    The Add File server page of the configuration wizard appears.

    If you already completed the guided setup, the Files dashboard appears.

Server Configuration

If you do not have an access node configured already, you can create a file server which will be used as access node for the Azure NetApp Files client. When you add a file server, a backup set, and a default subclient are automatically created.

  1. In the Name box, specify a name, and select the Add new server option or select an existing server.

  2. In the Host name box, enter a fully qualified hostname or IP address for the access node.

    You can enter more than one host name.

  3. In the User name and Password boxes, enter the credentials for an administrator account that has access to the access node.

    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 Managing File System Subclients (1) 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. From the Access nodes list, select the access node, and then click Browse.

          The Add content dialog box appears.

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

    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 Managing File System Subclients (2) 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.

    3. 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 exempt from the excluded data, in the Enter custom path field, enter a filter pattern, and then click the add Managing File System Subclients (2) 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. From the Access nodes list, select the access node, and then click Browse.

          The Add exceptions dialog box appears.

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

    4. 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. For OS Type, select Windows.

  5. To restart the access node, move the Reboot if required toggle key to the right.

  6. Click Next.

Create a Backup Plan

  1. In the Plan section, move the Configure plan toggle key to the right and select the backup plan to use for the access node.

    To create a backup plan, click + and specify the following in the Create server backup plan window.

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

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

    • In the Retention rules section, select the retention plan based on the amount of time to retain the backups.

  2. Click Next.

Backup Content

  1. In the Backup Content section, move the Define your own backup content toggle key to the right to specify the content you want to back up.

    By default, all content is backed up.

  2. To exclude folders or files from the backup, in the Exclusions section, add the content to exclude.

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

    • Off: Disables global exclusions for the subclient.

    • On: Enables global exclusions for the subclient.

    • Use cell level policy: Inherits exclusions depending on the settings at the CommCell Console, company, or client group level.

  4. To include the system state in all backups, select the Back up system state check box.

  5. Click Add.

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