Activating a policy set

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In the Operations Center, you can activate a policy set for a policy domain. The server uses the rules that are defined in the policy set to manage client data for the policy domain.

About this task

Although you can define multiple policy sets for a policy domain, only one policy set can be active. When you activate a policy set, it replaces the currently active policy set. The rules that are currently in effect for backing up, archiving, and migrating client files are therefore replaced by the new rules.
Important: Differences between the currently active policy set and the new policy set might result in data loss. Before the Operations Center activates a policy set, it shows how the new policy set differs from the currently active policy set. Ensure that you understand the consequences of these differences before you allow the Operations Center to activate the policy set.

Procedure

To activate a policy set for a policy domain, complete the following steps:

  1. On the Services page of the Operations Center, select a policy domain and click Details.
  2. On the Summary page for the policy domain, click the Policy Sets tab.
  3. Click the Configure toggle.
    The policy sets are editable.
  4. Click the forward Forward icon and back Back icon arrows to locate the policy set that you want to activate.
  5. Click Activate.
    Because changing the active policy set might result in data loss, a summary of the differences between the active policy set and the new policy set is displayed.
  6. Ensure that the changes in the new policy set are consistent with your data retention requirements by completing the following steps:
    1. Look at the differences between corresponding management classes in the two policy sets, and consider the consequences on client files.
      Client files that are bound to management classes in the currently active policy set are, after activation, bound to the management classes with the same names in the new policy set.
    2. Identify management classes in the currently active policy set that do not have counterparts in the new policy set, and consider the consequences on client files.
      Client files that are bound to these management classes are, after activation, managed by the default management class in the new policy set.
    3. If the changes implemented by the policy set are acceptable, select the I understand that these updates can cause data loss check box and click Activate.
  7. Click the Configure toggle.
    The policy sets are no longer editable.