Creating Policies

Follow the instructions below to add a Data Protection Policy in CDP.

1. Click on "Policy" in the Main Menu to open the "Policies" screen.

Standard Edition Enterprise Edition Advanced Edition

2. In the Policy menu, click on "Create New Policy."

3. The "Create New Policy" window will open. It contains the following tabs:


Note
Depending on the limits defined for the Disk Safe to which the current Policy is assigned, some of the tabs might be disabled. See Creating Disk Safes.

4. Define the following settings specific to the new Policy:


"Policy Settings" Tab | "Data Retention" Tab | "File Excludes" Tab | "Advanced Excludes" Tab | "SQL Server" Tab | "Exchange" Tab | "MySQL" Tab | "Control Panels" Tab | "Advanced Policy Settings" Tab

"Policy Settings" Tab

This is the main tab for creating a Policy. The following options are available:

Identification

Disk Safe

Scheduling

"Data Retention" Tab

On this tab, you can set the Recovery Points Limit for the Policy and create an Archiving Schedule. See Creating Archiving Policies.

Note
The Recovery Point limit you set on this tab cannot be greater than the limit defined for the current Disk Safe. See Creating Disk Safes.
"File Excludes" Tab

This tab allows you to manually exclude files and folders from the Replication.
See Excluding Files and Folders.

Note
In our example, the "F:\" disk is selected by default. This is due to the fact that a previously created Disk Safe is located there.
"Advanced Excludes" Tab

This tab allows you to define a pattern (mask) to exclude files from the Replication.
See Excluding Files and Folders.

"SQL Server" Tab

This tab allows you to add Database Instances to the Policy.
See Adding a MySQL Instance to a Policy.

"Exchange" Tab

This tab allows you to configure an Exchange Instance for the Policy.
See Configuring an Exchange Instance.

"MySQL" Tab

This tab allows you to add MySQL Instances to the Policy.
See Adding a MySQL Instance to a Policy.

"Control Panels" Tab

This tab allows you to add a Control Panel Instance to the Policy.
See Adding Control Panel Instances.


"Advanced Policy Settings" Tab
Tip
Once the "Exclude All Volume Shadow Copy Writers" option is checked, the following message will appear. Read the information and click the "OK" button.

Example
Linux system:
Mount Point Disk
/dev/sda1 /boot
/dev/sda3 /
/dev/sda4 /var

When /boot or /var is 99.99% full, the backups fail because there is no free space to maintain the snapshot.
Once the user inputs "/" into the "Backing File Location" field, the /dev/sda3 path will be used as the changed block storage location for all file systems.

Note
If the SQL Server has files across more than one Device, and the "Multi-Volume Snapshot" option is not selected, then the system displays an alert message.


5. Click on "Create" in the bottom of the window to add the Policy to the Policies list.

6. You will receive a notification that the creation of the Policy was successful. Click "OK."


Tip
The Task results can be sent via email as a Report. See Reporting.

7. The new Policy item appears in the Policies list. The properties are shown in the grid.

Tip
Click on an item in the Policies list to see the Policy details in the bottom pane.

You can find more information on how to use the "Policies" screen in Accessing Policies.

You can also create Policies using the "Policies" tab of the Agent "Details" Pane. This screen provides the same functionality as the main "Policies" screen. See more information in Accessing Agents.