Using an example policy

Backup Exec provides example policies that contain standard settings for the following policy types: media rotation, duplicate backup, and synthetic backup. You can copy the example policies and then customize them to meet your needs.

To use an example policy

  1. On the navigation bar, click Job Setup.

  2. In the Policies pane, right-click the example policy you want to use, and then click Copy.

    The Synthetic Backup example policy displays only if you have purchased and installed the Advanced Disk-based Backup Option.

    See Creating a synthetic backup by copying the example policy.

  3. Do one of the following:

    To copy the example policy to this media server:

    Click Copy to this media server.

    To copy the example policy to other media servers:

    Do the following in the order listed:

    • Click Copy to other media servers.

    • Select the media server you want to copy to.

    • If the media server doesn't appear on the list, click Add, and then enter the media server name.

  4. To overwrite an existing policy with the same name, check the Overwrite policies with identical names that already exist on the destination media server check box.

    See Copying jobs, selection lists, and policies.

    Backup Exec creates a new policy named "Copy of <example policy>" and places it in the list of policies on the Job Setup view of the media servers that you copied it to.

  5. Customize the policy and templates as necessary.

    For example, you may want to give the policy a new name and description, and change when the templates are scheduled to run.

    See Adding a backup template to a policy.

  6. When finished, click OK.

  7. Create jobs using this policy and a selection list.

More Information

Creating jobs using policies