Importing a template into a policy

Importing templates makes template creation easier. If an existing template contains many of the settings that you want to use again, you can import the existing template into a policy instead of manually creating a new template and duplicating the settings. Backup Exec does not import any template rules that are associated with the imported template.

After you import a template into a policy, you can change the template settings as needed. Backup Exec copies the templates into the policy and provides the default name of <template name> <number>, where <number> indicates that this is the second copy of this template, or the third copy, etc.

See Editing a template in a policy.

To import a template into a policy

  1. On the navigation bar, click Job Setup.

  2. If you want to import a policy into an existing policy, in the Policies section, double-click the policy.

    If you want to create a new policy and then import an existing template into it, in the task pane, under Policy Tasks, click New policy. Enter a policy name and description.

  3. Click Import Template.

    See Import Template options.

  4. Select the templates you want to import.

  5. Click OK.

Importing a template into a policy