Creating a new policy involves choosing a name and description for the policy, adding templates to the policy, and setting up relationships between templates (if necessary). After you set up all of the templates for a policy, you should combine the policy with a selection list to create jobs.
You can set up the policy manually or use the policy wizard.
The policy wizard guides you through the creation of a policy using one of the following backup strategies:
If you have installed the Advanced Disk-based Option, the wizard can also help you create synthetic backups and enable true image restore of backups by collecting additional catalog information.
See About the synthetic backup feature.
To create a new policy manually
In the New Policy dialog box, enter the following information:
Type a unique name for this policy. You can use a name that describes the type of backup or the resources that this policy will protect, such as "Monthly full backup policy" or "My documents daily backup". The policy name that you enter here displays in the Policies list on the Job Setup view.
Type a description of this policy.
Adding a backup template to a policy
Adding an export media template to a policy
Adding a duplicate backup template to a policy
Importing a template into a policy
About the synthetic backup feature