Protecting Policies

Notes:

• Only Super Admin, Admin, and Tenant Admin can add, view, and manage policies.
• Direct Recovery and Tenant Recovery can only view policies.

A policy refers to the set of rules created to protect the data. Adding a policy requires a destination and configuring schedule to protect data.

Using the Policies feature in the Console, you can view the policies assigned to a source. On the Policies screen, you can do the following:

• Search and Save: Allows you to search for specific policies. You can also apply filters to search policies. To search, do one of the following:
• In the Search box, type a policy name and then click the search icon.
• On the Search box, click the drop-down list, select one or more filters, and then click Search.
• You can also save the search results. For more information, see Save Search.
• View Policy Details: Allows you to view a list of available policies with the following details:
• Status: Refers to the status of the policy such as Deploying, Deployed successfully, Deployment failed, or Disabled.
• Protected Sources: Refers to the number of protected sources using the policy.
• Unprotected Sources: Refers to the number of unprotected sources using the policy.
• Source Group: Refers to the name or number of source groups using the policy.
• Latest Job: Refers to the type of latest job. You can click the job type to view job details.
• Policy Type: Refers to the field, which displays the type of policy created such as Cloud Direct BaaS, Cloud Direct DRaaS, Cloud Direct Agentless, Files on UNC path, Windows-Agent Based, Linux Agent-Based, Copy From a Remotely Managed RPS, or Agentless VM Backup.
• Description: Refers to the field displaying related details.
• Modify: To modify a policy, click Modify from the Action drop-down list or click the name of a policy. You can modify all the available policies of any protection type.
• Delete: To remove a policy, click Delete from the Action drop-down list. When the confirmation dialog appears, click Delete to confirm.
• Deploy: To deploy policy configuration for the selected source, click Deploy from the Action drop-down list. When the confirmation dialog appears, click Confirm to deploy.
• Add a Policy: Allows you to add a new policy.
• Enable: To enable a policy, click Enable from the Action drop-down list of a policy. For more information, see Enable Policy.
• Disable: To disable a policy, click Disable from the Action drop-down list of a policy. When the confirmation dialog appears, click Confirm to disable. For more information, see Disable Policy.
• Refresh: To refresh a policy, click Refresh from the Action drop-down list. When the conformation dialog appears, click Confirm to refresh a policy.
• Backup: To backup the sources added in a policy, click Backup from the Action drop-down list.
• Global Action: From the list of policies, select multiple policies as needed, and then click the Actions drop-down list on the top-right corner. From the displayed options, click any one of the options to perform an action on the selected policies. For example, click Delete to remove all the selected policies.
• Individual Action: From the list of policies, click the Action drop-down list of a policy, and then click any one of the options to perform an action on the selected policy. For example, click Delete to remove a policy or click Edit to modify the details of existing policy.

This section contains the following topics: