To configure a policy for Instant Recovery

1. On the primary server, open the NetBackup Administration Console.
2. Click Policies. In the All Policies pane, open a policy or create a new one.
3. For the policy type, select Standard, MS-Windows, FlashBackup-Windows, or the database agent type appropriate for the client(s).

   For the policy type, select Standard or the database agent type appropriate for the client(s).

4. Select a storage unit (disk or tape).

   If you select Snapshots only on the Schedules tab, the storage unit is not used. NetBackup creates a snapshot only.

5. Select Perform snapshot backups.
6. Select Retain snapshots for instant recovery or SLP management.

   NetBackup retains the snapshot so that Instant Recovery can be performed from the snapshot. A normal backup to storage is also performed, if you do not select Snapshots only on the Schedules tab.

7. To save the settings, click Apply.
8. Click the Options option to select the VSO snapshot method.

   Click the Options option to select the VSO snapshot method.

   For a new policy, you can skip this step to let NetBackup select the method (auto is the default method).

   • Select a snapshot method from the pull-down list. For creating an Instant Recovery snapshot, the available methods are:

     auto (UNIX or Windows)	NetBackup selects the snapshot method. If auto is the method, only one snapshot can be retained at a time.
     FlashSnap (UNIX or Windows)	Uses the VxVM FlashSnap feature and VxVM FastResync to create the snapshot. VxVM mirrors must be configured: See About configuring VxVM. This method can also use instant snapshots: See About VxVM instant snapshots. For Windows clients, FlashSnap can use the Fast File Resync feature of Storage Foundation for Windows 4.1.
     NAS_Snapshot (UNIX or Windows)	Uses the NDMP V4 snapshot extension to create the snapshot on the NAS-attached disk. See Setting up a policy for NAS snapshots.
     OST_FIM	The name of the snapshot method that is selected in a policy configured for snapshot replication using Replication Director. The name represents OpenStorage Frozen Image Method. Refer to the NetBackup Replication Director Solutions Guide for more details.
     VSS	VSS selects the actual snapshot method depending on which snapshot provider is configured on the client. For example, if the client data is stored on an EMC CLARiiON disk array, and the array administrator has fully configured the array and its snapshot capability: VSS selects the appropriate EMC CLARiiON snapshot method for the backup.
     VxFS_Checkpoint (UNIX only)	Uses VxFS Storage Checkpoint to create the snapshot. A new Storage Checkpoint is created whenever a backup using the VxFS_Checkpoint method is executed.
     VxVM (UNIX or Windows)	Uses VxVM FastResync to create the snapshot. VxVM mirrors must be configured: See About configuring VxVM. The VxVM method can also use instant snapshots: See About VxVM instant snapshots. For Windows clients, VxVM can use the Fast File Resync feature of Storage Foundation for Windows 4.1.
     VVR (UNIX)	Creates a snapshot of a VxVM volume on a Veritas Volume Replication host.
     The disk array snapshot methods.	See the appropriate topic for your disk array and snapshot method.

   • Change parameter values for the method, if needed.

   • When you are finished, click OK.

9. To configure a schedule, use the Schedule tab.

   • For a snapshot only, select Snapshots only.

     If Snapshots only is selected, the snapshot is not backed up to tape or other storage. NetBackup creates a snapshot on disk only. Note that you must deselect Snapshots only if you want to deselect Retain snapshots for instant recovery and SLP management on the policy Attribute tab.

     If the snapshot uses VxFS_Checkpoint or is a VxVM space-optimized snapshot, it is created on the same device as the device containing the original data. In that case, you may want to create another policy to back up the data to a separate device.

     If Snapshots and copy snapshots to a storage unit is selected, NetBackup creates (and retains) a snapshot and backs up the client's data to the storage unit that is specified in the policy.

   • You can select the retention period for snapshots under Retention.

   • Make other schedule selections as desired, and click OK.

10. To enter the files and folders to be backed up, use the Backup Selections tab.

    • When backing up Oracle database clients, refer to the NetBackup for Oracle System Administrator's Guide for instructions.

    • Snapshot Manager policies do not support the ALL_LOCAL_DRIVES entry in the policy's Backup Selections list, except for the policies that are configured with the VMware method.

    • Snapshot Manager policies do not support the ALL_LOCAL_DRIVES entry in the policy's Backup Selections list.

11. To specify clients to be backed up by this policy, use the Clients tab.
12. On the policy Attributes tab: if you click Apply or OK, a validation process checks the policy and reports any errors. If you click Close, no validation is performed.