Customize the Policies list

Version 2 by Nathan McCoy
on Feb 13, 2017 15:19.

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Current by Nathan McCoy
on Feb 13, 2017 15:21.

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You can reduce the number of visible records in the _Policies_ list using search criteria. Filtered data displays only the records that meet the criteria you specify and hides records that you do not want displayed. Criteria are filter options you use to limit which records are included in the results view. You can use one or more filter options at once.

The *Search* field allows you to search for a specific policy. Enter your search criteria in the *Search* field and press <Enter> or click the *Search* button. !Policies - Search.png!

The *Advanced Filter* allows you to reduce the number of the policies in the list on the basis of all possible filter options. To use the advanced filter, click the *Advanced Filter* link next to the Search bar on the Policies page. The _Advanced List Filter_ window displays. !Policies - Advanced List Filter.png|border=1!

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Set any of the following advanced filter options to filter the policies:

h4. {color:#000000}{*}Identification{*}{color}

* *State* \- Select this check box to define filters on the basis of the Policy state. The following options are available if this box is selected:
** *Enabled* \- Display only enabled Policies.
** *Disabled* \- Display only disabled Policies.{info:title=Tip}By default, both "Enabled" and "Disabled" check boxes are selected to display Policies with any state.
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* *Name* \- Select this check box to filter by Name of the Policy. The following items are in the drop-down list: 
** *Starts with* \- Display Policies with a name beginning with a specific character(s). Type in the beginning characters of the Name.
** *Contains* \- Display Policies with a name that has specific character(s) anywhere in the text. Type in characters that can be contained in the Name.
** *Ends with* \- Display Policies with a name that ends with a specific character(s). Type in the ending characters of the Location.

* *Description* \- Select this check box to filter the list by Policy description. The following items are in the drop-down list:
** *Starts with* \- To display Policies which description begins with a specific character(s). Type in the beginning characters of the description.
** *Contains* \- To display Policies that have specific character(s) anywhere in the Description. Type in characters that can be contained in the description.
** *Ends with* \- To display Policies with descriptions that end with a specific character(s). Type in the ending characters of the description.{info:title=Note}For example, there is a description of a Policy - "Marketing backup John".  You remember that there is "John" in the end of the Policy description. Now you can set the "Description Ends" with "John" to search for the Policy. All Policies ending by the "John" string will be displayed in the list.{info}
* *Status -* Select this check box to filter the list by Policy state.
** *Unknown -* To display Policies in an unknown state.
** *Warning* *\-* To display Policies completed with alerts.
** *OK* *\-* To display Policies which are OK.
** *Not OK* *\-* To display Policies which are not OK.

h4. Protected Machines

*Protected Machines *\- Select this check box to display policies assigned to a specific protected machine. Choose a machine from the drop-down menu and click "Add".

h4. Disk Safe

* *Disk Safe -* Select this check box to display policies associated with the selected Disk Safe.
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{info:title=Tip}In the list box you can select one or more Disk Safes. Use <CTRL> and <SHIFT> keys for multiple selection.
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* *Include policies that do not have a Disk Safe assigned* \- Select this check box to display policies not associated with any Disk Safe.
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h4. Scheduling

h5.

* *Frequency Type -* Select this check box to display policies on the basis of their schedule:
** *On Demand*
** *Minutely*
** *Hourly*
** *Daily*
** *Weekly*
** *Monthly*
** *Yearly*
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{info:title=Note}By default, all Frequency Types are checked and all Policies are displayed.
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* *Last Run Time -* Select this check box to display Policies on the basis of the date when they run last time.
** *Begin* \- Select the first date in the date range. Use the pull-down calendar or type in the required date. The Policies that started on this date and after will be displayed.
** *End* \- Select the last date in the date range. Use the pull-down calendar or type in the required date. The Policies that started on this date and before it will be displayed.
* *Next Run Time -* Select this check box to display Policies on the basis of the scheduled date of the next running. 
** *Begin* \- Select the first time in the time range. Use the pull-down calendar or type in the required date. The Policies started at this time and after it will be displayed.
** *End* \- Select the last time in the time range. Use the pull-down calendar or type in the required date. The Policies started at this time and before it will be displayed.

* *Include policies that have not run yet* \- Select this check box to display Policies that have not been run yet and the "Last Execution Time" is not defined.

* *Include policies without next execution time* \- Select this check box to display Policies where the "Next Execution Time" is not defined, for example, with "On Demand" option selected.
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Click the *Filter* button in the _Advanced List Filter_ window to apply this filter to the Protected Machines list

{info:title=Tip}Once an advanced filter has been applied, click the *Clear Filter* button on the _Policies_ screen to clear all advanced filters and display all policies.
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{excerpt:hidden=true}Instructions on how to sort rows, manage items per page, and filter the Policies list in Server Backup Manager.{excerpt}