Creating a new policy

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.

See About true image restore.

To create a new policy manually

  1. On the navigation bar, click Job Setup.

  2. In the task pane, under Policy Tasks, click New policy.

  3. In the New Policy dialog box, enter the following information:

    Policy name

    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.

    Policy description

    Type a description of this policy.

  4. Do one of the following:

    To create a new template:

    • Click New Template.

    • Select the type of template that you want to add.

    To import an existing template:

    • Click Import Template.

    • Select the templates that you want to import.

  5. Click OK to start editing the template that you selected.

To create a policy using the Policy Wizard

  1. On the navigation bar, click Job Setup.

  2. In the task pane, under Policy Tasks, click New policy using wizard.

  3. Follow the instructions in the wizard to create a policy.

More Information

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

About true image restore