About policies and templates

Policies provide a method for managing backup jobs and strategies. Policies contain job templates, which are job attributes that define how and when Backup Exec processes a job. Templates specify the devices, settings, and schedule for a job, but do not include the selections to be backed up. To create jobs, combine a policy with a selection list.

Policies are useful in a number of situations.

For example, you can set up policies for the following:

After you combine a selection list with a policy, Backup Exec automatically creates a job for each template in the policy. For example, if a policy contains three templates, Backup Exec will create one job for each template, for a total of three jobs. Polices are reusable, so you can create a single policy and combine it with several different selection lists.

More Information

Policy Jobs Summary Report

Backup Set Details by Resource Report

Policy Protected Resources

About the synthetic backup feature

About true image restore

Resource Backup Policy Performance Report