Adding a Policy for Agent-Based Windows Backup to RPS

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

Follow these steps:

Go to Protect > Policies.
On the Policies screen, click Add Policy.
The Add Policy screen appears with three tabs.
On the left pane, click Basics and do the following:

Policy Name: Type a Policy Name.
Protection Type: Select Agent-based Windows Backup.
Description (Optional): Type any additional information if required.

(Optional) On the left pane, click Sources and do the following:

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.

From the displayed list of sources, select the sources you want to add to the policy, and then click Add Source(s).
The screen displays a list of added sources.

On the left pane, click Tasks and then do the following:

Add Primary Task

Follow these steps:

On the What to protect tab, select one of the following options as Protection Type:

Backup All Volumes: Prepares a backup snapshot of all the volumes.
Backup Selected Volumes: Prepares a backup snapshot of the selected volumes. From the displayed volumes (from A: Volume to Z: Volume), you can select or unselect volumes as needed.

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 Windows Backup to RPS in Basics, the Activity Type is Agent-based Windows Backup.
On the Where to protect tab, from the Backup Destination Type drop-down list, select one of the following options:

Shared Folder

Follow these steps:

From the Destination path drop-down list, select the destination path as needed, or type the destination path in the following format, and then click Connect:
\\Hostname\
The Connect dialog appears.
On the Connect dialog, do the following, and then click OK:

Site Name: Select a site from the drop-down list as needed.
Note: If you have only one site added, then the Site Name field is disabled.
Username: Specify the user name to connect to the shared folder.
Password: Specify the password for the corresponding user name.

The backup destination is validated successfully, and gets listed under the Shared Folders table.
From the Encryption Algorithm drop-down list, select the type of encryption algorithm that you want to use for backups.
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.
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.

Provide the encryption password, and then retype the encryption password to confirm.
From the Enable Compression drop-down list, select the type of compression such as Standard or Maximum.

On the When to protect tab, do the following:

Add Backup Schedule: To add the Backup schedule, next to the Backup Schedule heading, click Add.
The Backup Schedule section refreshes and displays the following fields:

From the Schedule Type 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.

(optional) Click the Repeat check box to provide the details of the 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.

From the Backup Type 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 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.
For Start Time, from the hour and minute drop-down list, select the start time of the backup job.
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.
Custom / Manual 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.
For Catalogs, provide the following details:

To generate file system catalogs after a day, week, month, or others, select the following options:

Daily Backups
Weekly Backups
Monthly Backups
Custom / Manual Backups

Add Merge Schedule: To add the Merge schedule, next to the Merge Schedule heading, click Add.
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.

Add Network Throttle Schedule:
Note: Network Throttle Schedule appears only for Windows Agent based backup when you define a Deduplication enabled Data Store as a destination for the policy.
To add the Network Throttle schedule, next to the Network Throttle Schedule heading, click Add.
The Network Throttle Schedule section refreshes and displays the following fields:

Throughput Limit: Type the throughput limit in Kbps and Mbps 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.

Add Disk Read Throttle Schedule: To add the Disk Read Throttle schedule, next to the Disk Read Throttle Schedule heading, click Add.
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.

On the Additional Settings tab, do the following:

From the Snapshot Type for Backup drop-down list, select one of the following:

Use Software Snapshot Only: Refers to the backup job that uses the software snapshot.
Use Hardware Snapshot Wherever Possible: Refers to the backup job that uses the hardware snapshot wherever possible.

For MS SQL Server Options:

To truncate the MS SQL server transaction logs after a backup, select the Truncate logs check box, and then from the drop down list, select a frequency for log truncation. The Frequency options are Daily, Weekly, Monthly, and Always.
To enable the option of modifying the database to a specific point of time after backup, select the Enable Point In Time (PIT) for Backup check box.

For Run a command:

Before a Backup is Started: To run a script before the backup job starts, click the Before a Backup is Started check box and type the complete path where the script is stored.
On Exit Code: To type the exit code, click the check box for On Exit Code and type a number , and then select the following:

Run Job: The backup job continues when the script returns exit code.
Fail Job: The backup job stops when the script returns exit code.

After a Snapshot is Taken: To run a script after the backup snapshot is taken, click the After a Snapshot is Taken check box and type the path or location where the script is stored.
After the Backup is Completed: To run a script after the backup job is completed, click the After the Backup is Completed check box and type the path or location where the script is stored.
Run the Command Even when the Job Fails: If you want to run the script even when the job fails, click the Run the Command Even when the Job Fails check box.
Username: Type the username as needed.
Password: Type a password for the corresponding username.
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).

Click Create Policy.

This section contains the following topics: