To set up a policy for NAS snapshots

1. Open the NetBackup Administration Console on the NetBackup for NDMP server.
2. Click NetBackup Management > Policies in the left pane.
3. In the All Policies pane, double-click an existing policy or right-click and create a new one.
4. For Policy type: select Standard for UNIX clients, MS-Windows for Windows clients, SAP for UNIX clients, or Oracle for UNIX clients that are configured in an Oracle database.
5. For Storage unit, select Any_available if this policy is for a NAS snapshot. Note the following:

   • Although the policy cannot execute without a specified storage unit, NetBackup does not use the storage unit. The snapshot is created on disk regardless of which storage unit you select. Note that the storage unit you select is not reserved, so it is free for use by other policies.

   • For Oracle policies, the policy uses the storage unit you specify, but only for backing up archive logs and control files.

6. Select Perform snapshot backups and Retain snapshot for Instant Recovery or SLP management.
7. Select the Perform off-host backup and Use options.
8. Select Data Mover from the Use list and Network Attached Storage from the Machinelist.

   When the policy executes, NetBackup automatically selects the NAS_Snapshot method for creating the snapshot.

   As an alternative, you can manually select the NAS_Snapshot method from the Options dialog from the policy Attributes display.

9. On the Schedule Attributes tab, select the following:

   • Instant Recovery

     Choose Snapshots only. The other option (Snapshots and copy snapshots to a storage unit) does not apply to NAS_Snapshot.

   • Override policy storage unit

     If the correct storage unit was not selected on the Attributes tab, select it here.

10. For the Backup Selections list, specify the directories, volumes, or files from the client perspective, not from the NDMP host perspective. For example:

    • On a UNIX client, if the data resides in /vol/vol1 on the NDMP host nas1, and is NFS mounted to /mnt2/home on the UNIX client: specify /mnt2/home in the Backup Selections list.

    • On a Windows client, if the data resides in /vol/vol1 on the NDMP host nas1, and is shared by means of CIFS as vol1 on the Windows client, specify \\nas1\vol1.

    • Windows path names must use the Universal Naming Convention (UNC), in the form \\server_name\share_name.

    • The client data must reside on a NAS host. The data must be mounted on the client by means of NFS on UNIX or shared by means of CIFS on Windows. For NFS mounts, the data must be manually mounted by means of the mount command, not auto-mounted.

    • For a client in the policy, all paths must be valid, or the backup fails.

    • The ALL_LOCAL_DRIVES entry is not allowed in the Backup Selections list.

11. 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.