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NetVault 13.0.1 - Administration Guide for Managed Service Providers

Introduction Getting started Configuring clients Managing catalog search Configuring storage devices
About storage devices SAN considerations Quest DR Series systems Quest QoreStor NetVault SmartDisk EMC Data Domain Systems Snapshot Array Manager Virtual Tape Libraries Virtual standalone drives Shared Virtual Tape Libraries Physical tape devices Storage tiers
Backing up data Managing policies Restoring data Managing NetVault dashboard Managing jobs Monitoring logs Managing storage devices
Role-based access to manage storage devices Monitoring device activity Managing disk-based storage devices in list view Managing disk-based storage devices in tree view Managing the Snapshot Array Manager Managing tape libraries in list view Managing tape libraries in tree view Managing tape drives in list view Managing tape drives in tree view Adding shared devices
Managing storage media Managing user and group accounts Managing Tenant Monitoring events and configuring notifications Reporting in NetVault Working with client clusters Configuring default settings for NetVault
About configuring default settings Configuring encryption settings Configuring plug-in options Configuring default settings for post-scripts Configuring default settings for Verify Plug-in Configuring Deployment Manager Settings Configuring Job Manager settings Configuring Logging Daemon settings Configuring Media Manager settings Configuring Network Manager settings Configuring Process Manager settings Configuring RAS device settings Configuring Schedule Manager settings Configuring Web Service settings Configuring Auditor Daemon settings Configuring firewall settings Configuring general settings Configuring security settings Synchronizing NetVault Time Configuring the reporting utility Configuring NetVault WebUI default settings Configuring NetVault to use a specific VSS provider Configuring default settings using Txtconfig
Diagnostic tracing Managing diagnostic data Using the deviceconfig utility NetVault processes Environment variables Network ports used by NetVault Troubleshooting
Common errors Safe Mode in NetVault

Managing policies

About policies

A policy can be used to submit one or more jobs that target one or more similar clients.

You can use a policy to administer backup strategies such as the following:

The following plug-ins support policy-based backups:

NetVault Plug-in for FileSystem
NetVault Plug-in for Consolidation
NetVault Plug-in for Data Copy
NetVault Plug-in for Databases (plug-in for backing up the NetVault Database)
NetVault Plug-in for SQL Server
NetVault Plug-in for PostgreSQL
NetVault Plug-in for Exchange

MSP administrator and tenant administrator can create and submit backup policies from the Manage Policies page, and monitor the policy jobs from the Job Status page. MSP administrator and tenant administrator cannot view each others policies.

Role-based access to manage policy

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.

1
In the Navigation pane, click Manage Policies, and then click Add to open the Edit Policy page.
2
In Policy Name, type a name for the policy.
On the Create Policy Job page, configure the following settings.

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.
4
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.
6
Click Add Clients.

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.

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.

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.

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.

10
Click Save Policy to save the policy definition.
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