NetVault 13.0.1 - Administration Guide for Managed Service Providers

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.

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NetVault 13.0.1 - Administration Guide for Managed Service Providers

Managing policies

About policies

Role-based access to manage policy

Creating a policy