compared with
Current by Nathan McCoy
on Dec 10, 2015 14:25.

Key
This line was removed.
This word was removed. This word was added.
This line was added.

Changes (35)

View Page History
Follow the instructions below to edit a Policy in Server Backup.

1. Click on "Policy" in the Main Menu to access the "Policies" page.
|| Free Edition || Enterprise Edition || Advanced Edition ||
| !Accessing Policies^Main Menu_Free_Policy_English.png! | !Accessing Policies^Main menu_Policy_English.png! | !Accessing Policies^Main menu_Advanced_Policy_English.png! |

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 [Customizing [ServerBackup:Customize the Policies Llist].
{info}
{info:title=Note}\\
{info:title=Note}You can also use the Bulk Edit function. See [Bulk Editing|#bulk] below.
{info}

3. The "Edit Policy" window will open.

!Edit Policy window_2_2_English.png!

The following tabs are available for editing:
h5. "Policy Settings" Tab

!Edit Policy window_Policy Setting tab_2_2_English.png!


* *Name*
* *Description*
* *Server* ({color:#fd4703}{*}Enterprise Edition{*}{color})
* *Server*
* *Disk Safe*
* *Replication Schedule*
* *Merge Schedule*

The options are described in [Creating Policies]. [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 [Defining [Define the Archive Schedule]. 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 [Excluding Files in [Exclude files and Ffolders].

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 [Excluding Files [Exclude files and Ffolders].

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 [Adding a MySQL Iinstance to a Ppolicy].

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 [Configuring [Configure an Exchange Iinstance].

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 [Adding a MySQL Iinstance to a Ppolicy].

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 [Adding Control Panel Instances]. 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 [Creating Policies]. in [Create policies].

4. Click on "Save" at the bottom of the window to apply the changes.
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:
* *Replication Schedule* \- This option allows you to set the Replication schedule. See [Editing Replication Schedule|#ed1] below.
* *Merge Schedule* \- This option allows you to set the merge schedule. See [Editing Merge Schedule|#ed2] below.
* *Disk Safe Verification Schedule* \- This option allows you to set the Disk Safe Verification schedule. See [Schedule Disk Safe verification].

*Recovery Point Retention*
* *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 [Merging Recovery Points]. [Merge recovery points].

*Archive Point Retention*
!arch.png!

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

*Advanced Policy Settings*
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:
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_English.png!\\ editing_2_English.png!

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

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

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.

!Replication Schedule editing_Edited_English.png!\\ 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_English.png!\\ editing_2_English.png!

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

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

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.

!Merge Schedule editing_Edited_English.png!\\ 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*
* *Monthly*

You can find a detailed description of verification frequencies [here|Schedule Disk Safe verification].

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

!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 [Accessing Servers].{excerpt:hidden=true}Instructions [Access servers].{excerpt:hidden=true}Instructions on how to change properties of Data Protection Policies data protection policies in Server Backup Manager.{excerpt}