Editing Policies

Tip
You can see the date and time when a Policy was last edited in the "Last Edited On" column in the Policies list.

Follow the instructions below to edit a Policy in CDP.

1. Click on "Policy" in the Main Menu to access the "Policies" page.

Standard Edition Enterprise Edition Advanced Edition

2. Find the necessary Policy in the list of Policies and click on the "Edit" icon in the actions column for this Policy.

Tip
To find a Policy, you can use the Basic and Advanced List Filters. See Customizing the Policies List.
Note

You can also use the Bulk Edit function. See Bulk Editing below.

3. The "Edit Policy" window will open.

The following tabs are available for editing:


"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 tab allows you to change the following settings:

The options are described in Creating Policies.

"Data Retention" Tab

This tab allows you to set the Retention rules and define the Archiving Schedule. These options are described in Defining the Archive Schedule.

"File Excludes" Tab

This tab allows you to select the files you want to include or exclude from the Replication. These options are described in Excluding Files and Folders.

"Advanced Excludes" Tab

This tab allows you to define patterns according to which the files will be excluded from the Replication. These options are described in Excluding Files and Folders.

"SQL Server" Tab

This tab allows you to add Database Instances to the policy. These options are described in Adding a MySQL Instance to a Policy.

"Exchange" Tab

This tab allows you to configure an Exchange Instance for the Policy. These options are described in Configuring an Exchange Instance.

"MySQL" Tab

This tab allows you to add a MySQL Instance to the Policy. These options are described in Adding a MySQL Instance to a Policy.

"Control Panels" Tab

This tab allows you to add a Hosting Control Panel Instance to the Policy. These options are described in Adding Control Panel Instances.

"Advanced Policy Settings" Tab

This tab allows you to change advanced Policy settings. These options are described in Creating Policies.

4. Click on "Save" at the bottom of the window to apply the changes.


5. The changed options will be shown in the Policies list.

Bulk Editing

Using the Bulk Editing option, you can edit multiple Policies at once. The same values will be set for all selected items. You can use Bulk Editing even if the Policies have different properties. Follow the instructions below to edit several Policies at once.

1. Select several Policies by selecting the checkboxes in the first column in the "Policies" list and clicking "Edit Selected."

2. The "Edit Policy" window opens.

The following parameters can be edited:

Scheduling

Recovery Point Retention

Archive Point Retention

For more information about archiving schedules, refer to Defining the Archive Schedule.

Advanced Policy Settings

3. Click "Save" to apply the changes to all selected Policies at once.

4. If all Policies were edited successfully, the following window will appear:


Note
You may receive an error message if a Policy was not edited successfully. For example, if you entered the incorrect "Recovery Point Limit" value, the following window and message will appear. Eliminate all errors and repeat the procedure again.

5. The changed options will be shown in the Policies list.

Editing Replication Schedule

1. To start editing the "Replication Schedule," select the corresponding checkbox and click "Edit Schedule."


2. Select the Replication frequency from the drop-down menu.

The following options are available:

You can find a detailed description of Replication frequencies here.

3. Specify the exact time of the Replication and click "OK."

4. The schedule is defined (if the indicator turns green). Click "Save" to save the changes.


Editing Merge Schedule

1. To start editing the "Merge Schedule," select the corresponding checkbox and click "Edit Schedule."


2. Select the merge frequency from the drop-down menu.

The following options are available:

You can find a detailed description of merge frequencies here.

3. Specify the exact time of the merge and click "OK."

4. The schedule is defined (if the indicator turns green). Click "Save" to save the changes.


You can also edit 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.