Creating a policy by copying an existing policy

You can create new policies by copying an existing policy and then updating the parts that you want to change.

You can create a policy by copying a policy domain, updating the management classes, and then assigning clients to the new domain.

1. On the Overview page of the Operations Center, hover over the settings icon and click Command Builder.
2. Copy a policy domain by using the COPY DOMAIN command.
   For example, copy the default policy domain, STANDARD, to a new policy domain, NEWDOMAIN:

   copy domain standard newdomain

   This operation copies the policy domain and all associated policy sets and management classes. In this example, the operation copies the following items into the NEWDOMAIN policy domain:

   • A policy set, named STANDARD.
   • The management class that is named STANDARD, which is in the STANDARD policy set.
   • The copy groups that the STANDARD management class contains:
     • The backup copy group, named STANDARD
     • The archive copy group, named STANDARD
3. On the Overview page of the Operations Center, click the Services menu.
4. Select the new policy domain and click Details. Click Policy Sets.
5. Click the Configure toggle so that you can update the settings.
6. Customize the settings in the management classes.
   1. Make selections for backup services.
      For example, update the following items so that inactive backup versions for the clients are retained for 30 days:

      • Backups: No limit
      • Keep Extra Backups: 30 days
      • Deleted Backups: 1
      • Keep Deleted Backups: No limit
   2. Optional: Make selections for archive services.
      For example, change the Keep Archives setting to 1 year.
   3. Click Save.
7. Optional: Make other updates and additions, such as adding a management class.
   1. Click +Management Class to add a management class. Make selections for the basic settings, and click Add.
   2. Customize more settings in the new management class. For backup services, make selections in the following columns: Backup Destination, Backups, Keep Extra Backups, Deleted Backups, and Keep Deleted Backups. For archive services, make selections in the Archive Destination and Keep Archives columns.
   3. Click Save.
8. Select the default management class that clients use, which is indicated in the Default column. Click Save.
   The retention settings in the default management class are applied when client operations do not specify a management class. A management class can be specified when a client operation is run. A management class can also be specified in a client option file that is on the client system, or in a client option set that is defined on the server.
9. Activate the policy set by clicking Activate.
10. Assign client nodes to the new policy domain by either updating existing client nodes or registering new nodes.
    • 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.
    Data retention for the client that you assign to the policy domain is now controlled by that policy. For example, if you implemented the example in step 6, inactive backup versions for the clients are retained for 30 days by default.

    Requirement: If a client is running when you assign it to a new domain, you must stop and restart the client for the change to take effect.