Access policies

Follow the instructions below to access the "Policies" window via Server Backup interface.

Click "Policy" in the Main Menu to open the "Policies" window.

{info:title=Tip}You can access the "Policies" window by manually appending the {{/Policy/}} folder to the Backup Manager address in the browser address bar. Example [http://10.61.200.31/Policy/]. Note that the address is case sensitive.
!policy-address.png!
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The "Policies" window is divided into the following areas:

* *Policy Menu* \- Provides access to the actions which relate to managing Policies and customizing the "Policies" list.
* *Policies List* \- The Policies created within the system are displayed in this area.
* *Details Pane* \- After you select an item in the list, its details are displayed in this area.

!Policies window_callouts_English.png!


You can also access the "Policies" list associated with the selected Server using the "Policies" tab of the Server "Details" Pane. This screen provides the same functionality as the main "Policies" screen, including policy creation. See more information in [Access servers].

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h3. Policy Menu


The following "Policy" menu buttons are available:
* *Create New Policy* \- Allows you to add a new Policy to the system. After clicking on this button, you will be able to define the new Policy settings and exclude files and folders. See [Create policies] and [Exclude files and folders].
* *Basic List Filter* \- Allows you to customize the view of the "Policies" list by applying the minimum range (most commonly used range) of filter criteria. See [Customize the Policies list].
* *Advanced List Filter -* Allows you to customize the view of the "Policies" list by applying any filter criteria. See [Customize the Policies list].
* *Reset Filter* \- Cancels filter settings and shows all records in the "Policies" list. See [Customize the Policies list].

!p-menua.png!

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h3. Policies List

The "Policies" list provides information about Policies in the grid.
{info:title=Tip}You have the option to organize information, such as by filtering out the items you do not need to see. You can also sort items, limit the number of items displayed per page, and specify which columns you want to display. See [ServerBackup:Customize the Policies list].
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{info:title=Tip}To find out the title of the column heading, hover the mouse pointer over the column heading, without clicking it. The title will be displayed in a yellow tooltip.


!Column heading_English.png!
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!Policies list_callouts_English.png!

h4. Columns:

- *Enabled* \- Graphically indicates the Policy status ("Enabled" or "Disabled"). If the icon is green, then the Policy is enabled. The red icon is used for disabled Policies.
- *Status* \- Graphically indicates the Policy state. The green icon indicates the Policies that run without errors; the yellow icon indicates the Policies that have warnings while processing; the red icon indicates the Policies that run with errors; the blue icon indicates the Policies with an unknown status.
- *Name -* The unique name of the Policy.
- *Description -* Additional information about the Policy. This field is also unique.
- *Disk Safe -* The selected Disk Safe to save the replicated data in.
- *Server Name* *\-* Shows the name of the Server.
- *Server Name/IP* *\-* Shows the IP address of the Server.
- *Last Edited On -* The date and time when the Policy was created or last edited.
- *Frequency -* Recurrence selected for running the Policy (On Demand, Minutely, Hourly, Daily, Weekly, Monthly, or Yearly).
- *Last Run Time -* Date and time when the Policy was started last time.
- *Next RunTime -* Date and time when the Policy will run next, according to the schedule.
- *Actions -* Provides access to actions available for the Policy.
-* *Edit* \- See [Edit policies].

h4. List Buttons

The buttons provide you control over one or several items selected in the "Policies" list.

- *Edit Selected* \- Allows you to edit the settings of several selected Policies simultaneously. See [Edit policies].
- *Run Selected* \- Allows you to run several selected Policies simultaneously. See [Run policies].
- *Disable Selected* \- Once one or several enabled Policies are checked in the list, this button allows you to disable them simultaneously. See [Disable policies].
- *Enable Selected* \- Once one or several disabled Policies are checked in the list, this button allows you to enable them simultaneously. 
- *Delete Selected* \- Once one or several Policies are checked in the list, this button allows you to permanently remove them from the system. See [Delete policies].

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h4. Pages Navigation

The "Pages Navigation" pane allows you to divide the "Policies" list into pages by specifying a number of items per page. Pages Navigation provides you with buttons to navigate from one page to another.
* *Arrows* *\-* Turns pages.
** *First* \- Opens the fist page.
** *Previous* \- Opens the previous page.
** *Next* \- Opens the next page.
** *Last* \- Opens the last page.
* *Page Number* \- Field to type in the page number. Hit &nbsp;<Enter> to go to the required page. The total number of the existing pages is shown on the pane.
* *Items Per Page* \- Used to define how many items to display per page in the "Policies" list. The system remembers your settings. Unless you change this setting, you see 10 items per page. But if you want to see more/fewer items per page, you can change the number and hit <Enter>. The maximum number of items that can be displayed per page is 25.

h4. Errors

If one or more Policies run with errors, the "Error" icon is displayed in the upper area in the table of Policy statuses.

!Policies list_Errors area_English.png!

The "Errors" tab displays each type of Policy status as an icon. All possible states are listed in the following table.
| !red-status.png! | Indicates the Policies that are not OK. |
| !yellow-status.png! | Indicates the Policies that have warnings. |
| !green-status.png! | Indicates the Policies that are OK. |
The "Errors" tab displays the number of all Policies and the number of Policies that are in a particular state.

!pol_num.png!

Click on the "Detail" icon to sort the Policies list according to the Policy state.

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Click on "Show All" to show the list of all Policies.

!pol_all.png!

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h3. Details Pane

This pane provides you with detailed information about the Policy selected in the list. The following tabs are available:
* *Policy Settings*
* *Data Retention*
* *File Excludes*
* *MySQL*
* *SQL Server*
* *Exchange*
* *Control Panels*
* *Advanced Policy Settings*

!Policy Details_header.png|width=775,height=56!

h4. &nbsp;Policy Settings Tab

Most of the presented data is the same as the data shown in the "Policies" list columns. The following information is available:


!Policy Details_Policy Settings tab.png!


h6. Policy

* *Name* \- The unique name of the Policy.
* *Description* \- Additional information about the Policy. This field is also unique.
* *Server* \- The name of the Server.
* *Disk Safe* \- The name of the assigned Disk Safe.
* *Last Edited On* \- The date and time when the Policy was created or last edited.
* *Errors&nbsp;*\- Displays a message if&nbsp;any&nbsp;errors appear.
* *GUID&nbsp;*\- Identification number.

h6. Schedule

* *Replication Schedule* \- Displays the Replication Schedule of the Policy. See [Schedule recovery point replication].
* *Merge Schedule* \- Displays the Merge Schedule of the Policy. See [Schedule recovery point merges].
{info:title=Tip}You can collapse/expand the details of a Disk Safe or Server by clicking on the "Details" icon.

!Policy Details_Policy area_Disk Safe icon.png!{info}
* *Disk Safe Verification Schedule* \-&nbsp;{color:#35383d}Displays the Disk Safe Verification Schedule. See{color} {color:#35383d}[Schedule Disk Safe verification]{color}{color:#35383d}.{color}

h4. Data Retention Tab

!Policy Details_Data Retention tab.png!
* *Recovery Point Retention* \- Shows the Recovery Point Limit, which is the maximum number of stored Recovery Points. When the number is exceeded, the Recovery Points will be merged. See [Merge recovery points].
* *Archive Point Retention* \- Shows the Archiving Schedule. See [Create archiving policies].

h4. File Excludes Tab

Displays the "Files Excludes" rules for the selected Policy.

!Policy Details_File Excludes tab.png!\\

h6. Columns:

* *Exclude Type -* Graphically shows the type of Exclude rule:
** *Selected -* This type means files and folders were selected to exclude in the "File and Folder Excludes" tab of the "Policy" window. See more in [Exclude files and folders].
** *Advanced* \- This type means advanced Exclude rules are defined in the "Advanced Excludes" tab of the "Policy" window to exclude files and folders on the basis of the mask ("pattern"). See more in [Exclude files and folders].
* *Recursive* \- If enabled, the Exclude rule will be applied not only to the root folder files, but also to the files from sub-folders. Used only for advanced Excludes.
* *Exclude Pattern* \- Depending on the type, in this column you can see files and folders to exclude or exclude mask.

See also: [Exclude files and folders].
{info:title=Tip}You can filter the items shown on the tab by Exclude Type. Use the check-boxes at the top of the tab.
!Policy Details_File Excludes tab_Exclude Type.png!
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h4. MySQL&nbsp;Tab

Displays the MySQL instances that are being replicated.

!Policy Details_Policy MySQL tab.png|width=778,height=100!\\
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h4. SQL Server Tab

!Policy Details_SQL Server tab.png!
* *Backup All Database* \- You may see here&nbsp;whether you have chosen&nbsp;to perform a backup or not.

h4. Exchange&nbsp;Tab


!Policy Details_Exchange tab.png!
* *Backup All Exchange Instances&nbsp;*\- You may see here whether you have chosen to perform an Exchange backup or not.
* *Verify Exchange&nbsp;*\- There are three options available:

!Policy Details_Exchange tab_Verify Exchange options.png!

* *Verify Exchange Frequency* \- Appears if you have chosen the "Verify after every X successful backup"&nbsp;option before.
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h4. Control Panels Tab

Displays the "Control Panel Instances" of the selected Policy.

!Policy Details_Control Panels tab_English.png!


h6. Columns:

* *State -* Current state of the Control Panel Instance. It can be defined as one of the following:
** *Enabled -* To display only enabled Instances.
** *Disabled -* To display only disabled Instances.
* *Type -* The type of the Control Panel Instance, which specifies what kind of control panel is being configured. It can be defined as one of the following:
** *cPanel -* To display Control Panel Instances of cPanel type.
** *Plesk -* To display Control Panel Instances of Plesk type.
** *Virtuozzo -* To display Control Panel Instances of Virtuozzo type.
** *Parallels Pro -* To display Control Panel Instances of Parallels Pro type.
** *Interworx -* To display Control Panel Instances of Interworx type.
** *DirectAdmin -* To display Control Panel Instances of DirectAdmin type.
* *Name -* The unique name of the Control Panel Instance.
* *Control Panel Instance ID* \- The unique identification number of the Instance.
* *Login -* Contains the link to the page to log in and gain access to certain Control Panel data.

h4. Advanced Policy Settings Tab

Displays the advanced settings of the selected Policy.

!Policy Details_Advanced Policy Settings tab.png!

See [Create policies].

{excerpt:hidden=true}Instructions on how to access and use the Policies window in Server Backup Manager.{excerpt}