Add a policy
Use the following procedure to create a backup policy in the NetBackup web UI. Example policies are also available.
See Example policy - Exchange Server DAG backup.
See Example policy - Sharded MongoDB cluster.
For details on policy options, refer to the NetBackup Administrator's Guide, Volume I and to the appropriate workload or database guides.
Note:
To view or manage policies, you must have the RBAC Administrator role or a role with policy permissions.
To add a policy
- On the left, select Protection > Policies.
- Select the Policies tab.
- Click Add.
- On the Attributes tab, do the following:
Specify the Policy name.
Select the Policy type that you want to create.
Select the Policy storage that you want to use.
Select or configure any other policy attributes.
- On the Schedules tab, configure all the necessary schedules. For example, Full and incremental schedules.
- Depending on the policy type that you selected, add the clients, database instances, or virtual machines that you want to protect. Perform this configuration on the Clients or the Instances and databases tab.
For most policy types you configure a list of clients on the Clients tab.
For Oracle and MS-SQL-Server policy types, you select instances or databases on the Instances and databases tab. Or if you use scripts or batch files, you select clients on the Clients tab.
- Depending on the policy type that you selected, add the files, database instances, or other objects that you want to protect. This configuration is performed on the Backup selections tab.
- For the policy types that have additional tabs, review and select the other policy options that are needed to complete the setup.
- Select from one of the following options:
To save the policy and the select the RBAC permissions for the policy, select Create and manage permissions.
To save the policy without selecting the RBAC permissions, select Create. You can manage the policy permissions at any time. More information is available.