Adding a backup template to a policy

Each policy you create must include at least one template. The templates include the information that Backup Exec needs to run jobs. Creating a backup template is similar to creating a backup job. You select the device and media that you want to use, the settings for the job, and the schedule for the job. However, in templates you do not select resources to back up. After a policy is complete, create a job by combining the policy with the selection list that includes the resources you want to back up.

See About creating jobs using policies and selection lists.

To add a backup template to a policy

  1. Set up a new policy.

    See Creating a new policy.

  2. On the New Policy dialog box, click New Template.

  3. On the Template Selection dialog box, select Backup Template, and then click OK.

  4. In the Properties pane, under Destination, click Device and Media. Complete the Device and Media options.

    See Device and media options for backup jobs and templates.

  5. In the Properties pane, under Settings, click General. Complete the General options for this template.

    See General options for backup jobs and templates.

    If the Advanced Disk-based Backup Option (ADBO) is installed, and you want to create a policy for synthetic backup or true image restore, you must select the option Collect additional information for synthetic backup and for true image restore.

    See Creating a synthetic backup by adding templates to a policy.

  6. In the Properties pane, under Settings, click Advanced. Complete the Advanced options for this template.

    See Advanced options for backup jobs.

  7. In the Properties pane, under Settings, click Pre/Post Commands. Complete the Pre/Post Command options.

    See Pre/post commands for backup or restore jobs.

  8. In the Properties pane, under Settings, click Network and Security.

    See Network and Security backup options.

    If the Central Admin Server Option (CASO) is installed, an option displays to allow managed media servers to use any network interface to access remote agents.

    See Enabling managed media servers to use any available network interface card .

  9. In the Properties pane, under Settings, select additional options for this job as needed:

    • If you are using the Advanced Open File Option, select Advanced Open File and complete the options.

      See Advanced Open File options .

    • If you want to use offhost backup, select Advanced Disk-based Backup and complete the options.

      See Backup options for the Advanced Disk-based Backup Option.

    • If you are backing up other platform types or database agents, such as NetWare, Exchange, SQL, or SharePoint, select the platform type or database agent. Refer to the chapter for that item for instructions on completing the options.

    • If you want Backup Exec to notify someone when the backup job completes, select Notification.

      See Notification options for jobs.

    • If you want to prevent certain files or file types from being included in the backup, select Exclusions.

      See Exclusions options.

  10. Set the schedule for the template.

    See Schedule properties for a template.

  11. Click OK.

Adding a backup template to a policy