Creating a Server Backup Plan

You must create a server backup plan to start protecting your data.

Before You Begin

Configure Storage. For more information about configuring storage, see Storage.

Procedure

1. From the navigation pane, go to Manage > Plans.

   The Plans page appears.

2. Click Create plan, and then click Server backup.

   The Create server backup plan dialog box appears.

3. In the Plan name box, enter the name of the plan.

4. To enable indexing for the file system agent client computers and the virtual server agent client computers, move the Enable indexing toggle key to the right.

5. Under Storage, set the storage options:

   1. To change the storage, in the row for the primary storage, click the action button , and then click Edit.

      The Edit storage dialog box appears.

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

      2. From the Storage pool list, select the pool to use.

      3. Optional: In the Retention period box, enter the number of days that the software retains the data.

      4. Click Save.

   2. To configure an auxiliary copy, click Add.

      The Add Storage dialog box appears.

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

      2. From the Storage pool list, select the pool to use.

      3. Optional: In the Retention period box, enter the number of days that the software retains the data.

      4. Click Save.

6. Optional: Under RPO (recovery point objective), update the RPO options:

   1. In the Backup frequency box, specify how often incremental backup jobs are run. You can specify the frequency in number of hours or days. If you specify the frequency in days, then specify the start time for the jobs. The time is according to the time zone of the client.

   2. To enable full backup job, move the Add full backup toggle key to the right.

   3. If you enabled full backup job, specify the frequency at which the system should start the job in Full backup frequency. You can select the frequency to run the job daily, weekly or monthly.

      For weekly frequency, specify the days of the week.

      For monthly frequency, specify the week and the day of the month.

   4. If you enabled full backup job, specify the time in a day to start the job in Start time. The time is according to the time zone of the client.

   5. To update the backup window for incremental jobs, beside Backup window, click the text, and then in the Edit backup window dialog box, select the days and times when backup jobs will run.

   6. To update the backup window for full backup jobs, beside Full backup window, click the text, and then in the Edit full backup window dialog box, select the days and times when backup jobs will run.

7. Optional: Under Folders to backup, add the content:

   By default the software includes all the files, folders and system state.

   1. Based on the operating system of the client computer, click the Windows, Mac, or Unix tab.

   2. To change the content, beside Content to backup, click Add.

      The Add content dialog box appears.

      • Browse for content to back up, or in the Custom folder path box, enter the full path or pattern, for example, *.docx.

      • Click Save.

   3. To filter folders or files from the backup, beside Exclude these files/folders/patterns, click Add.

      The Add exclusions dialog box appears.

      • Browse for content to exclude from the backup, or in the Custom folder path box, enter the full path or pattern, for example, *.docx.

      • Click Save.

   4. To include the system state in the backup, select the Backup system state check box, and then determine the system state options:

      • To only include the state in full backups, select the Only with full backup check box.

      • To use VSS for the system state, select the Use VSS for system state check box.

8. Optional: Click Snapshot options, and then specify the following options:

   1. In the Number of snap recovery points field, enter the number of jobs to retain on a snapshot copy.

   2. To use the plan for file indexing, turn off the Enable backup copy option.

   3. In the Backup copy RPO field, enter an interval to schedule the backup copy.

9. Optional: To use the server plan for a database solution, click Database options, and then specify the following options:

   1. In the Log Backup RPO field, enter how often the log backup jobs will run.

   2. To activate disk caching of the logs to the MediaAgent for backups, move the Use disk cache for log backups toggle key to the right and in the Commit every field enter the interval of time between each log commit operation to the CommServe computer.

      Disk caching of database logs applies to the following agents: Microsoft SQL Server on Windows, Oracle (but not Oracle RAC), and SAP HANA

10. Optional: To allow the derived plans that use this plan as the base plan to override the settings, under Override restrictions, select Allow plan to be overridden, and then select one of the following options for Storage pool, RPO and Folders to backup:

    • Override required: Plans derived from this base plan do not inherit the base plan values.

    • Override optional: Plans derived from this base plan can either inherit the base plan values or have different values.

    • Override not allowed: Plans derived from this base plan must inherit the base plan values.

11. Click Save.

Result

The software creates a server backup plan.

When you configure secondary storage, the Commvault software automatically runs an auxiliary copy job every 30 minutes.

What to Do Next

You can assign the plan to subclients.