NetVault 13.0.2 - Administration Guide for Managed Service Providers

Role-based access to manage policy

Table 55. Manage policy role-based access
Policy actions	MSP administrator	Tenant administrator	Tenant user
Manage Policy	X	X
Manage Policy - Add	X	X
Manage Policy - Quiesce	X	X
Manage Policy - Remove	X	X
Manage Policy - View Status	X	X
Manage Policy - Edit Jobs	X	X
Manage Policy - Edit Clients	X	X
Manage Policy - Edit Events	X	X

Creating a policy

A policy can be used to submit one or more jobs that target one or more similar clients. You can create and submit policy-based backups from the Manage Policies page.

To create a policy:

In the Navigation pane, click Manage Policies, and then click Add to open the Edit Policy page.

In Policy Name, type a name for the policy.

To add a policy job, click Add Job.

On the Create Policy Job page, configure the following settings.

Table 56. Policy job definition
Option	Description
Job Name	Type a name for the job. Assign a descriptive name that allows you to easily identify the job for monitoring its progress or restoring data. The job name can contain alphanumeric and non-alphanumeric characters, but it cannot contain non‑Latin characters. There is no length restriction. However, a maximum of 40 characters is recommended on all platforms.
Selections	Select an existing Backup Selection Set, or click the + icon, and select the items that you want to back up. The selection tree is specific to a plug-in; it depends on the type of data that you are backing up. For more information about selecting data for backups, see the relevant plug-in user's guide.
Plugin Options	Select an existing Backup Options Set, or click the + icon, and configure the options that you want to use. The backup options are specific to a plug-in; the options depend on the type of data that you are backing up. For more information about these options, see the relevant plug-in user's guide.
Schedule	Select an existing Schedule Set, or click the + icon, and configure the schedule type and schedule method. For more information, see Creating Schedule Sets. The predefined set “Immediate” is selected by default. To run the job as soon as it is submitted, use this set.
Source Storage	Select an existing Source Set, or click the + icon, and configure the source device options for the job. For more information, see Creating Source Sets for backup jobs. This option is only available to Plug-in for Consolidation and Plug-in for Data Copy jobs.
Target Storage	Select an existing Target Set, or click the + icon, and configure the target device and media options for the job. For more information, see Creating Target Sets. The predefined set “Default Backup Target Options” is selected by default.
Advanced Options	Select an existing Backup Advanced Options Set, or click the + icon, and configure the options that you want to use. For more information, see Creating Backup Advanced Options Sets. The predefined set “Default Advance Backup Options” is selected by default.

Click Save to save the job definition.

The table on Edit Policy page shows the following information:

•

Active: By default, the check box is selected and the policy job is saved and submitted in the policy. To save the policy job without scheduling it, clear the check box.

•

Job Name: Name of the job.

•

Selection Set: Backup selection set.

•

Plugin: Name of the plug-in used to perform the job.

•

Next Run Time: Date and time when the next instance is scheduled to run OR ‘Never’ for non-scheduled policy jobs. This field shows the information only after the policy is saved.

To add more jobs, repeat Step 3.

Click Add Clients.

To apply the policy to one or more clients or client groups, do the following:

Table 57. Client and client group selection for backup policy
Option	Description
Add clients or client groups	In the Available table, select the clients and client groups that you want to add, and click Add. To select consecutive items, hold down the Shift key while clicking with the mouse button; to select non-consecutive items, hold down the Ctrl key while clicking with the mouse button. The selected items are moved to the Selected table. NOTE: The client status icons are displayed, which indicate whether the client is online of offline. The policy jobs are successful only if the selected client is online. For more information about client status icons, see Table 16.
Remove clients or client groups	In the Selected table, select the clients and client groups that you want to remove, and click Remove. The selected items are moved to the Selected table.

To save the policy definition without configuring the events for Policy warnings and failures, click Save Policy, else Click Add Events.

When creating a backup policy, NetVault lets you configure user-defined events that can be raised when one or more policy jobs complete with warnings or fail.

You can use these options when you want to be notified about the completion status of a policy.


	NOTE: NetVault includes several predefined events, which are raised for significant occurrences within the system. For more information, see About NetVault events and Events types. You can also raise user-defined events for individual backup jobs, restore jobs, report jobs, policies, and log messages. You can use various notification methods to receive notifications when the predefined or user‑defined events occur in NetVault.

To raise a user-defined event for the policy, configure the following settings. Once you create a user‑defined event, you can raise it for any policy. NetVault adds these events to the event class Policy — User defined.

Table 58. User-defined events for backup policy
Option	Description
Raise event if policy has warnings	Type or select the event that you want to raise when one or more policy jobs complete with warnings.
Raise event if policy has errors	Type or select the event that you want to raise when one or more policy jobs fail.

To receive a notification when an event occurs, set up a notification method for the event.

Click Save Policy to save the policy definition.

Viewing existing backup policies

You can view information about the existing policies from the Manage Policies page. The page displays the status, policy name, number of active jobs, state, total clients, scheduled jobs, job status, and total jobs.

To view the existing backup policies:

In the Navigation pane, click Manage Policies.

On the Manage Policies page, the Available Policies table is displayed.

•

Status: Displays the status of the policy using the following icons. Click the icon to display Job Status page showing the Job Activity table of all the jobs in the corresponding policy.

Table 59. Policy status icons
Icon	Description
	The corresponding policy has completed successfully. It indicates that all jobs have completed successfully.
	The corresponding policy has completed with warnings. It indicates that one or more jobs have completed with warnings.
	The corresponding policy has failed. It indicates that one or more jobs have failed.

•

Policy Name: Displays the name of the backup policy.

•

Number of active jobs: Displays the number of jobs that are currently active in the policy. To preview the job name and job ID of all the active jobs in the policy, move the pointer over the count.

•

State: Displays the policy state. The policy state can be Active, Dormant, Quiescing, or Quiesced.

•

Total Clients: Displays the total number of clients in the policy. To preview the client name, move the pointer over the count.

•

Scheduled Jobs: Displays the total number of scheduled jobs in the policy. To preview the job name and job ID of all the scheduled jobs in the policy, move the pointer over the count.

•

Job Status: Displays the last exit status and count of the policy jobs using the following icons. Click the corresponding icon to display Job Status page showing the Job Activity table of all the policy jobs that have ‘completed’, ‘completed with warnings’, or ‘failed’.

Table 60. Policy jobs status icons and counts
Icon	Description
	The corresponding policy jobs have completed successfully. The count below the icon shows the number of healthy policy jobs. To preview the job name and job ID of all the ‘completed’ jobs in the policy, move the pointer over the count.
	The corresponding policy jobs have completed with warnings. The count below the icon shows the number of completed policy jobs with warning. To preview the job name and job ID of all the ‘completed jobs with warnings’ in the policy, move the pointer over the count.
	The corresponding policy jobs have failed. The count below the icon shows the number of failed policy jobs. To preview the job name and job ID of all the ‘failed jobs’ in the policy, move the pointer over the count.

•

Total Jobs: Displays the total number of jobs in the policy. To preview the job name and job ID of all the jobs in the policy, move the pointer over the count.

By default, the table is sorted by Policy Name.

You can sort the table by one or more columns, as required. For more information, see Sorting records in NetVault WebUI.

To set the filter options (For more information on table filter options for Manage Policies page, see Table 11), view the page size setting, column sort order, applied filters in the table, export the records, or edit table settings, click the icons at the lower- right corner of the table.

For more information, see Customizing tables in NetVault WebUI.

You can use the Search option to filter the table data and quickly find entries that contain the specified string in any column values. You can also include wildcards (“?” or “*”) in the search filter string.

To perform a policy-related task, click the corresponding button in the Operations pane. Alternatively, click a link in the Navigation pane to open a different page.