Creating an Oracle Intelligent Policy (OIP)

This topic guides you through the steps for setting up an Oracle Intelligent Policy (OIP) using the NetBackup Administration Console. An OIP is used with Oracle CDB and PDB databases, Copilot, and regular Oracle database instance backups. This method precludes the need to create templates and scripts for your Oracle policies.

Table: Steps for creating an OIP

Steps	Task	Instructions
Step 1	Register Oracle instances.	NetBackup automatically discovers Oracle instances and displays them in the instance repository. An instance must be registered in order for that instance to be included in an OIP.
Step 2	(Conditional) Create Oracle instance group.	Instance groups are for instances with common credentials. Add an instance to a group to register that instance. This step is not required to create an OIP.
Step 3	Add new policy and policy name.	In the left pane of the NetBackup Administration Console, expand NetBackup Management > Policies. Select Action > New > Policy or right-click on All Policies in the center pane and click New Policy on the shortcut menu. Enter a unique name in the Policy name: dialog box and click OK.
Step 4	Configure the Attributes tab.	In the Policy Type pull-down menu, select Oracle. This action causes the tabs along the top of the display to change to a unique Oracle tab set. For information on the Attributes tab, see the NetBackup Administrator's Guide, Volume I. The Use Accelerator option has a different function when used with an OIP. This option is automatically selected when certain options in the Backup Selections tab are set during Copilot configuration.
Step 5	Configure the Schedules tab.	The schedules that are defined on the Schedules tab determine when backups occur for an OIP. For information on the Schedules tab, see the NetBackup Administrator's Guide, Volume I.
Step 6	Configure the Instances and Databases tab.	Select the instances or the instance groups that the OIP will back up. An OIP must include either the Protect Instances and Databases or the Protect instance groups option.
Step 7	Configure the Backup Selections tab.	You can backup the Whole database, Partial database - Tablespaces, Partial database - Datafiles, Fast Recovery Area (FRA), Database Backup Shares, or the Whole Database - Datafile Copy Share.
Step 8	Configure the Oracle tab.	The tab contains setup options for databases, tablespaces, data files, archived redo logs, file name formats, and database backup shares.
Step 9	(Optional) Create bpstart_notify and bpend_notify scripts	Create `bpstart_notify` and `bpend_notify` scripts for an OIP. The scripts only work with the Protect Instances and Databases or Protect instance groups selections. For an OIP, the scripts must include the `.policyname` or `.policyname.schedule` suffix or the script does not run at the start or end of the policy. An OIP ignores the generic `bpstart_notify` and `bpend_notify` scripts and the scripts do not work for a non-OIP. The generic bpstart_notify or bpend_notify scripts reside on the server and the location varies by platform: UNIX: `/usr/openv/netbackup/bin/goodies/` Windows: `Install_path/NetBackup/bin/goodies/` The renamed script must be copied from the server and placed in the NetBackup `bin` directory on the client: UNIX: `/usr/openv/netbackup/bin/` Windows: `Install_path\NetBackup\bin\` Examples of renamed scripts: UNIX: `/usr/openv/netbackup/bin/bpstart_notify.oip_instance1` or `/usr/openv/netbackup/bin/bpend_notify.oip_instance2.full` Windows: `install_path\NetBackup\bin\bpstart_notify.oip_instance1.bat` or `install_path\NetBackup\bin\bpend_notify.oip_instance2.full.bat` For more information about the bpstart_notify and bpend_notify scripts, refer to the NetBackup Administrator's Guide, Volume II