# Complete the File Server Guided Setup for CIFS Shares of NetApp Files

The file server guided setup guides you through creating a backup plan and adding the file server for NetApp files exported to CIFS.

## Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > Files.

   The file servers Overview page appears.

2. On the Files tab, in the upper-right area of the page, click Add server.

   The Configure File Server page appears.

3. Select 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, NetApp.

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

   Note

   For the NetApp C-Mode system, use individual Storage Virtual Machine (SVM) clients for CIFS / NFS management. Do not use NetApp cluster for CIFS /NFS snapshot management.

4. 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.

5. 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 .

   2. In the Plan name field, enter a name for the backup plan.

   3. From the Storage list, select the storage location for the backups.

   4. Configure the backup plan retention and schedule by choosing one of the following options:

      Use pre-defined settings

      - Under Retention, select Standard retention to retain backups for 1 month.

      Create custom settings

      - Enable the Custom plan toggle.

      - For Retention, specify how long to keep backups (example: 30 days, 1 year).

      - For Backups run every, specify how frequently to run backups (example: daily, weekly).

   5. Click Done.

      The backup plan is created and appears in the backup plan list.

2. Click Next.

   The Backup Content page of the configuration wizard appears.

## Backup Content

1. Under Network share configuration, move the CIFS toggle key to the right.

2. From the Access Nodes list, select the access nodes to use for the file server. You can back up CIFS shares of the NetApp 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.

   - By default, only those access nodes with both File System and MediaAgent packages installed are displayed.

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

   - Starting with Commvault Innovation Release 11.42.60, IntelliSnap backups of CIFS shares using Linux access nodes is supported for NetApp.

   - The deferred cataloging and inline cataloging features are not supported while using Linux access nodes. To use these features, select a Windows access node for snapshot backups of CIFS shares.

3. 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.

4. 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. In the Content area, click Add, and then choose one of the following methods:

   3. Browse: Select items from the file system.

   4. Custom path: Enter one or more paths manually.

5. In the Exclusions area, click Add, and then use Browse or Custom path to specify items to exclude.

6. To create exceptions, enable Define exceptions, click Add, and then use Browse or Custom path to specify items to exempt from the exclusions.

   Browse

   1. Click Browse.

   2. Enter the Interface path.

   3. Select an access node, and then click Browse.

   4. Select the required items, and then click Save.

   Custom path

   1. Enter a path or filter pattern in the Enter custom path field.

   2. Click the add button.

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

   - Off: Applies only subclient exclusions. This option overrides the Use Global Filters on All Subclients setting.

   - On: Applies both global filters and subclient exclusions. This option overrides the Use Global Filters on All Subclients setting.

   - Use cell level policy: Applies global filters only if Use Global Filters on All Subclients is enabled in Global Filters.

8. To verify the connection between the array and access node, click Test connection.

9. Click Add.

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