To configure a Snapshot Client policy

1. On the master server, open the NetBackup Administration Console.
2. Click Policies and select the policy to edit.
   

3. Select the policy type:

   • For VMware virtual machines, select FlashBackup-Windows VMware or MS-Windows. For Hyper-V, select FlashBackup-Windows or Hyper-V.

     Refer to the appropriate NetBackup guide for your virtual environment.

   • If client data is in a database, select the database type (DB2, Oracle, MS-Exchange-Server, MS-SQL-Server, or SAP).

     NetBackup 9.0 supports off-host backup of Oracle database in the SFRAC (Storage Foundation Real Application Clusters) environment. For more details, refer to the NetBackup for Oracle System Administrator's Guide:

     https://www.veritas.com/docs/DOC5332

   • To use FlashBackup, select FlashBackup for UNIX clients or FlashBackup-Windows for Windows clients.

     Note:

     FlashBackup-Windows supports the backup and restore of NTFS files that are compressed.

     The files are backed up and restored as compressed files (they are not uncompressed).

   • For all other cases, select Standard for UNIX clients and MS-Windows for Windows clients.

4. Select a storage unit, storage unit group, or a storage lifecycle policy as the Policy storage.
5. Make sure Perform snapshot backups is selected.

   Note:

   When you select Perform snapshot backups, the Bare Metal Restore option is disabled.

   Note:

   Perform snapshot backups must be selected for the policy to reference any storage lifecycle policy with a Snapshot destination.

6. Optional: select the snapshot method manually.

   See Selecting the snapshot method.

   Skip this step if you want NetBackup to select the snapshot method.

   See Automatic snapshot selection.

7. To create a backup that enables Instant Recovery, select the Retain snapshots for instant recovery or SLP management attribute.

   This attribute is required for block-level restore, file promotion, and rollback.

   See Instant Recovery restore features.

   Help for creating a policy for instant recovery backups is available.

   See Configuring a policy for Instant Recovery.

8. To reduce the processing load on the client, select Perform off-host backup.

   See Off-host backup configuration options .

9. To save these settings, click Apply.
10. To define a schedule, use the Schedules tab, and to specify the clients, use the Clients tab .

    Regarding clients: only one snapshot method can be configured per policy. To select one snapshot method for clients a, b, and c, and a different method for clients d, e, and f: create a separate policy for each group of clients and select one method per policy. You may be able to avoid this restriction using the auto method.

11. To specify the files to be backed up, use the Backup Selections tab .

    See Backup Selections tab options when configuring a policy.

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.