Creating a policy domain

You might want to create a new policy domain for each type of client that is protected by the server. You might also want to divide responsibilities for clients among several administrators by giving them authority for specific policy domains.

About this task

Creating a new policy domain can be useful in the following circumstances:
  • Applications, systems, or virtual machines require different data-retention settings. You can create a policy domain for each type of client, with a default policy that is appropriate for that type.
  • Administrators are responsible for different groups of clients. For each administrator, you can create a policy domain to which you assign the clients to be managed by that administrator.

Procedure

The following steps summarize how to create a policy domain.

  1. On the Overview page of the Operations Center, hover over the globe icon and click Command Builder.
  2. Define a policy domain by using the DEFINE DOMAIN command.
  3. Define a policy set for the domain by using the DEFINE POLICYSET command.
  4. On the Overview page of the Operations Center, click the Services menu.
  5. Select the policy domain and click Details. Click Policy Sets.
  6. Click the Configure toggle so that you can update the settings.
  7. Click +Management Class to add a management class. Make selections for the basic settings, and click Add.
  8. Optional: Customize more settings in the new management class:
    1. For backup services, make selections in the following columns: Backup Destination, Backups, Keep Extra Backups, Deleted Backups, and Keep Deleted Backups.
    2. For archive services, make selections in the Archive Destination and Keep Archives columns.
    3. Click Save.
  9. Optional: Click +Management Class to add more management classes.
  10. In the Default column, ensure that a default management class is selected.
  11. Activate the policy set by clicking Activate.
  12. Assign clients to the new policy domain. From the Operations Center menu bar, click Clients.
    • To add new clients to the policy domain, click +Client.
    • To move an existing client to the policy domain, select the client, click Details, and then click the Properties tab. Select the new policy domain and click Save.
Related reference:
DEFINE DOMAIN (Define a new policy domain)
DEFINE POLICYSET (Define a policy set)