Edit policies

{info:title=Tip}You can see the date and time when a Policy was last edited in the "Last Edited On" column in the Policies list.
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Follow the instructions below to edit a Policy in Server Backup.

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

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

!Policies list_Edit icon_2_English.png!
{info:title=Tip}To find a Policy, you can use the Basic and Advanced List Filters. See [ServerBackup:Customize the Policies list].
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{info:title=Note}You can also use the Bulk Edit function. See [Bulk Editing|#bulk] below.
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3. The "Edit Policy" window will open.

!Edit Policy window_2_2_English.png!

The following tabs are available for editing:

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h5. "Policy Settings" Tab

!Edit Policy window_Policy Setting tab_2_2_English.png!


This tab allows you to change the following settings:
* *Name*
* *Description*
* *Server*
* *Disk Safe*
* *Replication Schedule*
* *Merge Schedule*

The options are described in [Create policies].

h5. "Data Retention" Tab

!Edit Policy_Data Retention_English.png!

This tab allows you to set the Retention rules and define the Archiving Schedule. These options are described in [Define the archive schedule].

h5. "File Excludes" Tab

!Edit Policy_File Excludes_English.png!

This tab allows you to select the files you want to include or exclude from the Replication. These options are described in [Exclude files and folders].

h5. "Advanced Excludes" Tab

!Edit Policy_Advanced Excludes_English.png!

This tab allows you to define patterns according to which the files will be excluded from the Replication. These options are described in [Exclude files and folders].

h5. "SQL Server" Tab

!Edit Policy_SQL Server_English.png!

This tab allows you to add Database Instances to the policy. These options are described in [Add a MySQL instance to a policy].

h5. "Exchange" Tab

!Edit Policy_Exchange_English.png!

This tab allows you to configure an Exchange Instance for the Policy. These options are described in [Configure an Exchange instance].

h5. "MySQL" Tab

!Edit Policy_MySQL_English.png!

This tab allows you to add a MySQL Instance to the Policy. These options are described in [Add a MySQL instance to a policy].

h5. "Control Panels" Tab

!Edit Policy_Control Panels_English.png!

This tab allows you to add a Hosting Control Panel Instance to the Policy. These options are described in [Add control panel instance].

h5. "Advanced Policy Settings" Tab

!Edit Policy_Advanced Policy Settings_English.png!

This tab allows you to change advanced Policy settings. These options are described in [Create policies].

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

!Save button.png!\\

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

h4. Bulk Editing {anchor:bulk}

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."

!Policies list_Bulk selection_Edit Selected button_2_English.png!

2. The "Edit Policy" window opens.

!Multiple policy editing_Edit Policy window_English.png!

The following parameters can be edited:

*Scheduling*

* *Recovery Point Limit* \- Enter a value in this field to define the Recovery Points Limit according to the Volume's Maximum Allowed Archive Retention. When the number of created Recovery Points exceeds the limit, they will be merged. For more information, refer to [Merge recovery points].

*Archive Point Retention*
* *Archiving Schedule* \- This option allows you to set the archiving schedule.
Here you can select the following variants from the drop-down menu:
** Add New Schedule - Creates a new archiving schedule. Several different schedules (e.g., hourly, daily, weekly) can be applied at the same time.
** Replace Existing Schedule - Replaces existing schedules with created ones.
** Remove All Schedules - Removes all schedules.
!arch.png!

For more information about archiving schedules, refer to [Define the archive schedule].

*Advanced Policy Settings*
* *Force Full Block Scan* \- A Full Block Scan compares the MD5 sum of all allocated blocks to perform the backup and synchronize Server Backup. Enable this option to start a Full Block Scan each time the Replication is performed.

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

!Multiple policy editing_Edit Policy window_Edited_English.png!

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

!Bulk Edit Results window.png!\\

{info:title=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.

!Bulk Edit Results window_Error.png!
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5. The changed options will be shown in the Policies list.

!Policies list_Bulk edited_2_English.png!

h4. Editing Replication Schedule {anchor:ed1}

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

!Replication Schedule editing_2_English.png!

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


!Edit Replication Schedule window_English.png!

The following options are available:
* *On Demand*
* *Minutely*
* *Hourly*
* *Daily*
* *Weekly*
* *Monthly*
* *Yearly*

You can find a detailed description of Replication frequencies [here|Schedule recovery point replication].

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


!Edit Replication Schedule window_Daily area_English.png!

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

!Replication Schedule editing_Edited_2_English.png!

h4. Editing Merge Schedule {anchor:ed2}

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

!Merge Schedule editing_2_English.png!

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


!Edit Merge Schedule window_English.png!

The following options are available:
* *After successful replication*
* *Hourly*
* *Daily*
* *Weekly*

You can find a detailed description of merge frequencies [here|Schedule recovery point merges].

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


!Edit Merge Schedule window_Daily area_English.png!

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

!Merge Schedule editing_Edited_2_English.png!

h4. Editing Disk Safe Verification Schedule{anchor:ver1}

1. To start editing the "Disk Safe Verification Schedule," select the corresponding checkbox and click "Edit Schedule."

!Disk Safe Verification Schedule editing_English.png!

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

!Edit Verification Schedule window_English.png!

The following options are available:
* *On Demand*
* *Daily*
* *Weekly*

!Edit Verification Schedule window_Days area_English.png!

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

!Disk Safe Verification Schedule editing_Edited_English.png!

You can also edit Policies using the "Policies" tab of the Server "Details" Pane. This screen provides the same functionality as the main "Policies" screen. See more information in [Access servers].{excerpt:hidden=true}Instructions on how to change properties of data protection policies in Server Backup Manager.{excerpt}