Adding a Policy for Agent-Based Linux Backup

Adding a policy for Agent-based Linux Backup involves multiple steps.

Follow these steps:

  1. Go to Protect > Policies.
  2. On the Policies screen, click Add Policy.
  3. The Add Policy screen appears with three tabs.
  4. On the left pane, click Basics and do the following:
  5. (Optional) On the left pane, click Sources and do the following:
    1. To add the available sources, do one of the following:
      • Search for sources: Allows you to search for existing sources. To search, type the name of the source and click the search icon or from the Search drop-down list, apply filters such OS and Source Group, and then click Search.
      • Select Source(s): Allows you to view the available sources. To view, click the Select Source(s) button.
    2. From the displayed list of sources, select the sources you want to add to the policy, and then click Add Source(s).
    3. The screen displays a list of added sources.
  6. On the left pane, click Tasks and do the following:

    7. Follow these steps:

    1. On the What to protect tab, do the following:
    2. Note: Based on your previous selection in Basics, by default, the Activity Type shows the corresponding activity type. For example, if you have selected Agent-based Linux Backup to RPS in Basics, the Activity Type is Backup Agent-based Linux.
      1. From the Linux Backup Server drop-down list, select the Linux backup server as needed.
      2. If the Linux Backup Server does not exist, click Add to add a new Linux backup server to the list. For more information about how to add Linux Backup server, see Add Linux Backup Server.
      3. (Optional) Provide the details for the following options:
      4. Filter Volumes From Backup
      5. From the drop-down list, select one of the following:
        • Include: Specifies that only the specified volumes are included for backup. Any volume that is not specified will not be backed up.
        • Exclude: Specifies that the volumes are excluded from the backup.
      6. Files/folders to be Excluded
      7. Specify the files and folders that you do not want to backup for all the listed source. If you do not want to backup multiple files and folders, separate each file and folder using a colon (:). Provide the full path of the file and folder that you want to exclude. Specify the path and then click Add.
      8. Notes:
        • The wildcard characters, asterisk (*), and question mark (?) after the last slash of the absolute path name are supported.
        • If the files/folders name after the last slash is enclosed in parenthesis, these files/folders are excluded recursively, otherwise the files/folders are excluded directly.
      9. For Designate Backup Network, to enable the communication between Linux Backup Server (LBS) and the Source, select the Use selected network for backup traffic check box, and then select the network from the drop-down list.
      10. Note: If the selected backup network is not accessible and to continue the job with the available network or the default network, select the Start the job even if unable to connect to the selected destination network check box.
    3. On the Where to protect tab, perform one of the following steps depending on the backup destination type that you have selected:
    4. For Recovery Point Server
      1. From the Recovery Point Server drop-down list, select one of the available recovery point servers.
      2. From the Data Store drop-down list, select one of the available data stores.
      3. The Password Protection check box is selected by default. Provide the session password, and then retype the session password to confirm.
      4. For Designate Backup Network, to enable the communication between Linux Backup Server (LBS) and Recovery Point Server, select the Use selected network for backup traffic check box, and then select the network from the drop-down list.
      5. Note: If you want to continue to run job even when the selected network is unavailable, select the Start the job even if unable to connect to the selected destination network check box.
    5. For Shared Folder
      1. From the Destination Path drop-down list, select CIFS share or NFS share as the destination type.
      2. Type the backup destination path in the following format, and then click Connect:
      3. For CIFS share 
      4. //hostname/share_folder
      5. Note: Use the following format if you want to backup to Amazon S3:
      6. s3://<Region ID>/<Bucket Name>
      7. Shortcut for Amazon S3 Global: s3://./<Bucket Name>
      8. Shortcut for Amazon S3 China: s3://China/<Bucket Name>
      9. For NFS share 
      10. IP address of the NFS Share:/full path of the storage location
      11. If the backup destination is invalid, an error message is displayed.
      12. Note: Make sure the shared folder name does not have any spaces.
      13. From the Encryption Algorithm drop-down list, select the type of encryption algorithm that you want to use for backups.
      14. Provide the encryption password and then retype the encryption password to confirm.
      15. Notes:
        • A full backup and all its related incremental backups must use the same encryption algorithm.
        • If the encryption algorithm for an incremental backup has changed, you must perform a full backup.
      16. For example, if you change the algorithm format and then you run an incremental backup, then the backup type automatically converts to a full backup.
      17. From the Enable Compression drop-down list, select the type of compression such as Standard or Maximum.
    6. On the When to protect tab, do the following:
    7. To add Backup schedule, next to the Backup Schedule heading, click Add.
    8. The Backup Schedule section refreshes and displays the following fields:
      • Schedule Type: From the drop-down list, select one of the following types:
        • Daily: Refers to the backup schedule that occurs once a day. For Daily Backups, provide the following details:
          • Run Schedule Days: By default, all the days of the week are selected. If you do not want to run the backup job on a specific day, click the day of the week to clear the selected day.
          • Start time: From the hour and minute drop-down list, select the start time for the backup job.
        • Weekly: Refers to the backup schedule that occurs once a week. For Weekly Backups, provide the following details:
          • Run Schedule Day: From the drop-down list, select a day of the week.
          • Start time: From the hour and minute drop-down list, select the start time for the backup job.
        • Monthly: Refers to the backup schedule that occurs once a month.
          • Start Day/Week: From the drop-down list, select a day or week of the month.
          • Start time: From the hour and minute drop-down list, select the start time for the backup job.
        • Custom: Refers to the backup schedule that repeats multiple times a day.
          • Run Schedule Days: By default, all the days of the week are selected. If you do not want to run the backup job on a specific day, click the day of the week to clear the selected day.
          • Start time: From the hour and minute drop-down list, select the start time of the backup job.
          • (optional) Click the Repeat check box to provide the details of repeat schedule.
            • Every: Type the time in minutes or hours. For example, if you enter 30 minutes, the backup schedule repeats every 30 minutes until the specified end-time.
            • End Time: From the hour and minute drop-down list, select the end time for the backup job.
      • Backup Type: From the drop-down list, select one of the following types:
        • Full: Determines the backup schedule for Full Backups.
        • Incremental: Determines the backup schedule for Incremental Backups.
        • Verify: Determines the backup schedule for Verify Backups.
      • For Retention Policy, provide the following details:
        • Daily Backups: Type the number of backups that you want to retain in a day.
        • Weekly Backups: Type the number of backups that you want to retain in a week.
        • Monthly Backups: Type the number of backups that you want to retain in a month.
        • Other Backups: Type the number of backups that you want to retain in custom/manual.
      • Note: The above options are automatically enabled if you add the corresponding backup schedule.
    9. To add the Merge schedule, next to the Merge Schedule heading, click Add.
    10. The Merge Schedule section refreshes and displays the following fields:
      • Run Schedule Days: By default, all the days of the week are selected. If you do not want to merge jobs on a specific day, click the day of the week to clear the selected day.
      • Start Time: From the hour and minute drop-down list, select the start time for the merge job.
      • End Time: From the hour and minute drop-down list, select the end time for the merge job.
    11. To add the Disk Read Throttle schedule, next to the Disk Read Throttle Schedule heading, click Add.
    12. The Disk Read Throttle Schedule section refreshes and displays the following fields:
      • Throughput Limit: Type the throughput limit in MB/min and GB/min unit.
      • Run Schedule Days: By default, all the days of the week are selected. If you do not want to run the backup throughput job on a specific day, click the day of the week to clear the selected day.
      • Start Time: From the hour and minute drop-down list, select the start time for the backup throughput job.
      • End Time: From the hour and minute drop-down list, select the end time for the backup throughput job.
    13. On the Additional Settings tab, do the following:
      • Pre/Post Scripts to Run on Linux Backup Server:
        • Before Job is Started: Lets you run a script before the backup job starts.
        • After Job is Over: Lets you run a script after the backup job is over.
      • Pre/Post Scripts to Run on Source:
        • Before Job is Started: Lets you run a script before the backup job starts.
        • After Job is Over: Lets you run a script after the backup job is completed.
        • Before Snapshot is Taken: Lets you run a script before the backup snapshot is taken.
        • After Snapshot is Taken: Lets you run a script after the backup snapshot is taken.
        • Execute all copy jobs using this task as the source of copy in parallel: Select this check box if you want to execute all the copy jobs using this task as the source of copy in parallel. If you do not select this check box, all the copy jobs run in series (one after the other).
  7. Add one of the following secondary tasks based on the requirement:
  8. Click Create Policy.

This section contains the following topics: