Creating and Managing Backup Policies
Policy Interface Overview
The Policy Interface allows you to define, configure, and implement backup policies for Agents.
Creating a Files and Folders Object
In order to create a Backup Policy, a defined Files and Folder Object, Schedule Object, and Backup Task Object are needed.
By default there are three predefined Files and Folders objects:
• Empty Files and Folders – A non-editable empty Files and Folders object.
• Default Folderset Files and Folders – The default object selected in Files and Folders in the Default Policy.
• Default CDP Files and Folders – This is the default object selected in the CDP Backup Task in the Default Policy.
To create a Files and Folders Object, perform the following steps:
Step 1 Navigate to Policy > Files and Folders .
Step 2 Click the + button located in the bottom-right below the Files and Folders table. The Files and Folders window appears.
Step 3 Specify a friendly name for your Files and Folder Object in the Name field.
Step 4 Click the + button located in the lower-left corner of the Files and Folders window. The Add Folder Dialog appears.
Step 5 Two options are available:
• If Predefined Folder is selected, then a complete folder path must be entered. Click OK .
Step 6 Define the rules for your Files and Folders Object by first determining how to apply the rule by choosing Include or Exclude under the Type drop-down menu.
• Include : includes the specified files or extensions.
• Exclude : excludes the specified files or extensions.
Note The rules are applied in descending order, giving the top rules precedence over rules below. You can change the order of the rules by clicking the up and down arrows in the Rules table.
Step 7 Define the File Name by entering a file name, extension, or select from a predefined list.
Step 8 If desired, check the Apply to Subfolders check box to apply the rules to subfolders.
Step 9 Click the + button to add the rule to the Files and Folders Object. If desired, repeat these steps to create more rules.
Step 10 Click OK after Files and Folders Object creation is complete. New Files and Folder Object(s) are visible in the table.
Creating a Schedule Object
A schedule object defines the exact time and calendar scheduling for when backups occur. The same Schedule object can be used in multiple Backup Tasks.
To create a Schedule object, perform the following steps:
Step 1 Navigate to Policy > Schedules .
Step 2 Click the + button located in the bottom-right below the Schedule table. An Add Schedule window appears.
Step 3 Enter a friendly name for the new Schedule Object in the Name field.
Step 4 Specify the type of schedule and time desired. Four options are available and can be combined to form a schedule policy.
1. Day Interval : Schedule a task to run every certain number of days calculated from a particular date.
There are two types of schedules:
• Interval type of schedule - choose the Always On or Interval radio button
• Event type of schedule - choose the Schedule Backup radio button
2. Days of the week : Schedule a task to run a specific day of the respective week.
3. Days of the Month : Schedule a task on a specific day of the month.
4. Specific Dates : Schedule a task on specific dates throughout the year.
Step 5 Click OK after defining the desired schedule. New schedules are visible in the table.
Creating a Backup Task Object
The Backup Task object is created and defined by combining a Schedule object and a File and Folders object, or by combining a Schedule object and an Application object.
To create a Backup Task with a Schedule object and a File and Folders object, perform the following steps:
Step 1 Navigate to Policy > Backup Task .
Step 2 Click the + button located in the bottom-right, below the Policy Backup Tasks table. An Add Back Up Task dialog appears.
Step 3 Define a Backup Task name in the Name field.
Step 4 Select the Data Type from the drop-down menu.
Step 5 Specify the Files and Folders Objects for the Backup Task.
Step 6 Enter a numeric integer to specify the Number of Versions to retain for this backup.
Step 7 Choose a trimming algorithm to determine. Two options are available:
• Delete Oldest : Deletes backup files based on first item in, first item out method. Delete Oldest is only available for a CDP type backup.
• Decay : Deletes backup files based on a configured threshold. If the life of the backup file exceeds the configured threshold, then the backup file is deleted.
Step 8 Specify the desired Offsite option. Two options are available:
Step 9 Select the desired Schedule to apply to this Backup Task.
When a Data Type of CDP is selected, only Interval types of schedule objects will be listed in the Schedule drop-down menu.
When a Data Type of FileSet or Application is selected, only Event types of schedule objects will be listed in the Schedule drop-down menu.
Step 10 Click OK to create the new Backup Task.
Creating a Global Policy
A global policy is pushed out to all agents. Users can view or add to the global policy, but cannot delete it or remove anything from it.
A global policy is created by combining a Backup Task object and a Files and Folders object.
To create a global policy, perform the following steps:
Step 1 Navigate to Policy > Policies .
Step 2 Click the + button located in the bottom-right below the Policy Backup Task table. An Add Policy window appears.
Step 3 Enter a Policy Name , Quota , and Quota Size .
Step 4 Specify the CDP Backup Tasks and the Files and Folders Object associated with the new Policy. Specify any other back up tasks to include in this policy.
Step 5 Click OK to implement the new Policy.