Adding a Server Backup policy

You can add a Global or Site policy that provides settings for Server Backup agents, including a schedule for backing up data and retention settings that specify how long to keep each backup. Global policies are available for sites where the Include Global Policies setting is enabled on the site's Details tab. Site policies are only available for one site.

Note: If you are using Business view in the Management Console, Global policies are available for all devices in the Management Console, and there are no Site policies.

You cannot add System policies, which are available for all sites and devices. However, you can copy a System policy and edit settings in the new policy.

To add a Server Backup policy:

In the navigation pane, go to Server Backup > Policies.
Do one of the following:
- To add a policy that is not based on an existing policy, click Add Policy.
- To copy an existing policy, find the policy with settings that you want to copy. In the Actions menu for the policy, click Copy.
In the Name and Description boxes, type a name and description for the new policy.

The policy name must be unique for the scope of the policy. For a global policy, the name must be unique across all sites. For a site policy, the name must be unique for the site.
In the Scope area, do one of the following:
- To make the policy available to all sites that allow Global Policies, click Global.
  
  If you are using Business view in the Management Console, Global policies are available for all devices in the Management Console, and you cannot create Site policies.
- To make the policy available for one site, click Site. In the Select a site list, click the site for the policy.
Note: You cannot add a System policy.
In the Policy Settings area, specify policy settings in the following sections. To hide or show settings in a section, click the arrow beside the section name.

Basic Configuration

Automatically download and upgrade agents

Specifies whether a Server Backup agent is upgraded automatically when a new agent version is available.

If selected, the agent is upgraded automatically when a new agent version is available.

If not selected, the agent is not upgraded automatically. When a new agent version is available, you must download the agent installer from the Management Console and manually upgrade the agent.

Run first backup after agent installation

Specifies whether a Server Backup agent backs up data immediately after it is installed on a device.

If selected, the agent backs up device data immediately after it is installed.

If not selected, the agent backs up device data at the first scheduled backup time.

Backup Content

The Backup Content section specifies which data a Server Backup agent backs up on a device. For the current release, the only available setting is Entire Server. This means that an agent backs up all data on a device, including non-removable volumes that are added after the agent is installed. The agent sequentially backs up all blocks on each volume in a server rather than backing up specific files and folders.

Cloud Backup Schedule

Backup Frequency

Specifies the time each day when an agent backs up device data.

Backups run at the specified time according to the system time on the device where the agent is installed. If the device is not synchronized with an NTP server, the system time could be different than the real local time.

Backup Active Days

Specifies the days of the week when an agent backs up device data at the time specified by the Backup Frequency setting.

Automatically retry failed backups

Specifies whether scheduled backups automatically retry if they do not run successfully.

If selected, scheduled backups retry after a failed backup attempt. The Retry failed backups box specifies the number of times that the backup should retry. The Wait before each retry attempt for [ ] minutes box specifies the number of minutes between backup attempts.

If not selected, scheduled backups do not retry after a failed backup attempt.

Cloud Backup Retention

Cloud Backup Retention settings specify how long to keep each backup before automatically deleting it. This minimizes the amount of storage used and reduces storage costs. For more information, see Retention settings.

Standard Retention	If selected, each backup is kept for 30 days and the first successful backup of each month is kept for 12 months.
Custom Retention	If selected, backups are kept as specified by the Keep Daily backups for, Keep Weekly backups for, Keep Monthly backups for, and Keep Yearly backups for boxes.

Backup Maintenance

Run maintenance every day at

Specifies the time each day when maintenance processes run in Server Backup storage to delete backup data that is no longer required according to the agent's retention settings. Deleting backup data minimizes the amount of storage used and reduces storage costs.

Click Save.