Edit policies

Follow the instructions below to edit a policy in Server Backup.{info:title=Tip}

To see the date and time when a Policy was last edited, access the Details pane for the Policy and refer to the Last Edited On column. Click here for more information.


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1. In the Main Menu, click *Settings* and then *Policies* to access the _Policies_ page.

2. Find the policy you want to edit in the list of Policies, click the corresponding _Actions_ icon, and select *Edit Policy*.

!Policies - Edit Policy.png!
3. The _Edit Policy_ window displays.

!Edit Policy.png|border=1!

The following tabs are available for editing:

*Policy Settings tab*


This tab allows you to change the following settings:
* *Enabled*
* *Name*
* *Description*
* *Backup Schedule*
* *Local Archive Points*
* *Replication*

The options are described in [Create policies].

*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 [Exclude 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 [Exclude files and folders].

*SQL Server tab*

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

*MySQL tab*

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

*Control Panels tab*

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

*Advanced Policy Settings tab*

This tab allows you to change advanced policy settings, including the recovery point retention schedules. These options are described in [Create policies].

4. When you are done making changes to the policy, click the *Save* button at the bottom of the _Edit Policy_ window to apply the changes.

The changed options will be shown in the _Policies_ list.

{info:title=Note}
You can also edit Policies directly from the _Protected Machines_ page. Click the corresponding _Actions _icon for the protected machine's policy that you want to edit and select *Edit Policy*. For more information, see [Access Protected Machines].
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h3. Bulk Editing{anchor:bulk}


h3.
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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 click the *Edit Selected* button.

 !Policies - Bulk Edit.png!
2. The _Edit Policy_ window displays.

 !Edit Policy - Bulk Edit.png!


The following parameters can be edited by first selecting the corresponding check box.

*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.
* *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].
* *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].

3. Click the *Save* button to apply the changes to all selected policies at once.

4. If all policies were edited successfully, the following window displays:

!Bulk Edit successful.png|border=1!
{info:title=Note}
You may receive an error message if a policy was not edited successfully. Eliminate all errors and repeat the procedure again.
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5. The changed options will display in the _Policies_ list.

h4. Editing Backup Schedule{anchor:ed1}

1. Select the policies you want to edit by selecting the checkboxes in the first column in the _Policies_ list and click the *Edit Selected* button.

2. To start editing the backup schedules, select the *Backup Schedule* check box and click the *Edit Schedule* button.

 !Edit Policy - Backup Schedule.png!

The _Edit Backup Schedule_ window displays.

3. Select the backup frequency from the *Backup Frequency* drop-down menu.

!Edit Backup Schedule window.png|border=1!
The following options are available:
* *On Demand*
* *Minutely*
* *Hourly*
* *Daily*
* *Weekly*
* *Monthly*
* *Yearly*

4. Specify the exact time of the backup and click *OK*.

The times available will vary based on what you selected in the *Backup Frequency* field. For example, in the following image, you can select the *Starting Minute* and *Hour of Day* that the _Daily_ backups are scheduled. !Edit Backup Schedule - Daily.png|border=1!
5. After you click *OK* in the _Edit Backup Schedule_ window, the window closes and the _Edit Policy_ window displays. When the schedule is defined, the *Edit Schedule* button displays a green indicator. !Edit Policy - Edit Schedule green.png|border=1!
Click the *Save* button in the _Edit Policy_ window to save the changes.

h4. Editing Merge Schedule{anchor:ed2}

1. Select the policies you want to edit by selecting the checkboxes in the first column in the _Policies_ list and click the *Edit Selected* button.

2. To start editing the merge schedules, select the *Merge Schedule* check box and click the *Edit Schedule* button.

!Edit Policy - Merge Schedule.png|border=1!

The _Edit Merge Schedule_ window displays.

3. Select the merge frequency from the *Merge Frequency* drop-down menu.

!Edit Merge Schedule window.png|border=1!


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

4. Specify the exact time of the merge and click *OK*.

The times available will vary based on what you selected in the *Merge Frequency* field. For example, in the following image, you can select the *Starting Minute* and *Hour of Day* that the _Daily _merges are scheduled. !Edit Merge Schedule - Daily.png|border=1!
5. After you click *OK* in the _Edit Merge Schedule_ window, the window closes and the _Edit Policy_ window displays. When the schedule is defined, the *Edit Schedule* button displays a green indicator. !Edit Policy - Edit Merge green.png|border=1!
Click the *Save *button in the _Edit Policy_ window to save the changes.

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


1. Select the policies you want to edit by selecting the check boxes in the first column in the _Policies_ list and click the *Edit Selected* button.

{color:#333333}2. Select the{color} {color:#333333}Disk Safe Verification Schedule{color} {color:#333333}check box and click the{color} {color:#333333}Edit Schedule{color} {color:#333333}button.{color}

!Edit Policy - Disk Safe Verification.png|border=1!

{color:#333333}The{color} {color:#333333}{_}Edit Verification Schedule{_}{color} {color:#333333}window displays.{color}

3. Select the verification frequency from the *Verification Frequency* drop-down menu.

!Edit Verification Schedule window.png|border=1!
The following options are available:
* *On Demand*
* *Daily*
* *Weekly*
* *Monthly*

4. Specify the exact time of the Disk Safe verification and click *OK*.

The times available will vary based on what you selected in the *Verification Frequency* field. For example, in the following image, you can select the *Starting Minute* and *Hour of Day* that the _Daily _verifications are scheduled.

5. The _Edit Verification Schedule_ window closes and the _Edit Policy_ window displays. When the verification schedule is defined, the *Edit Schedule* button displays a green indicator.


{excerpt:hidden=true}Instructions on how to change properties of data protection policies in Server Backup Manager.{excerpt}