Importing a template into a policy

Importing templates makes template creation easier. If an existing template contains many of the settings that you want to use again, you can import the existing template into a policy instead of manually creating a new template and duplicating the settings. Backup Exec does not import any template rules that are associated with the imported template.

After you import a template into a policy, you can change the template settings as needed.

To import a template into a policy

  1. On the navigation bar, click Job Setup.

  2. If you want to import a policy into an existing policy, in the Policies section, double-click the policy.

    If you want to create a new policy and then import an existing template into it, in the task pane, under Policy Tasks, click New policy. Enter a policy name and description.

  3. Click Import Template.

  4. Select the templates you want to import.

  5. Click OK.

    Backup Exec copies the templates into the policy and provides the default name of <template name> <number>, where <number> indicates that this is the second copy of this template, or the third copy, etc. To change the template name or other properties, select it from the list and click Edit Template.