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.

See Adding a backup template to a policy.

See Adding an export media template to a policy.

See Adding a duplicate backup template to a policy.

See Importing a template into a policy.

You can set up the policy manually or use the policy wizard.

See Creating a new policy using the Policy Wizard.

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. Complete the appropriate fields.

    See Policy properties.

  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.

Creating a new policy