Complete the File Server Guided Setup for Qumulo Files Exported to NFS

The file server guided setup guides you through creating a backup plan and adding the file server for Qumulo File Storage for NFS.

When you add a file server, a backup set, and a default subclient are automatically created.

Before You Begin

To complete the setup wizard for the File Servers application, you will need the following information:
- The host name of the Qumulo cluster
- Credentials the access node will use to access the Qumulo cluster and create snapshots
- Access node group or access node that will be used for backup
  - An access node group is a server group containing one or more access node.
The required package can be installed on the access node as part of the setup.

Start the Configuration Wizard

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

The Overview page appears.
Go to the Files tab.
In the upper-right area of the page, click Add server.

The Configure File Server page appears.
Select Qumulo file storage as the server type and click Next.

The Add Qumulo File Storage dialog box appears.

Server Configuration

In the Name box, enter a name for the server.
In the Qumulo cluster box, enter the fully qualified domain name (FQDN) of the host.
For Qumulo account, enter credentials or use saved credentials for a local Qumulo cluster user.
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 permissions that the Qumulo cluster user must have, see Permissions for Qumulo File Storage.
Click Next.

The Plan page of the configuration wizard appears.

Plan

From the Plan list, select the backup plan to use for the server.
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.
Click Next.

The Backup method page of the configuration wizard appears.

Backup Content

Move the NFS toggle key to the right.
From the Access nodes list, select one or more access node groups or access nodes that will be used to protect the Qumulo file server.

If you do not have an existing access node that can be used to protect your Qumulo file server, create a new one.
Steps to create an 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.
By default, all NFS exports will be selected for backup. To modify the backup content, move the All NFS exports toggle key to the left and follow these steps:
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 button.
  - To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to include in backups.
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 button.
  - To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to exclude from backups.
3. 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.
Click Add.