Create a Server Plan for Case Manager

Plan name

1. Choose whether to create a new plan or use a base plan.

2. In Plan name, enter a name for the server plan.

Backup destinations

1. Click Add copy.

   The Add copy dialog box appears.

2. In Name, enter a name for the backup destination.

3. From the Storage list, select the storage to use for the backups.

   You can use the MRR cool storage class (Metallic Recovery Reserve) for creating secondary copies, but not for creating primary copies.

4. To specify the start time for backups on a specific date and later, move the Backups On and After toggle key to the right.

5. For Retention rules, enter the amount of time to retain the backups.

6. To specify additional backups, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

7. Click Save.

8. To add additional regions to the backup destination, move the Multi-region toggle key to the right, and then select the regions.

   You can also add more regions and associate the storage copy to the region.

RPO

1. For Backup frequency, click Add.

   The Add backup frequency dialog box appears.

   1. From the Backup type list, select the backup type, and from the for list, select All agents or Databases.

   2. Specify the frequency of the backup.

   3. To specify the client time zone or to add exceptions, move the Advanced toggle key to the right.

      • From the time zone list, select the time zone according to which the backups must run.

      • To add exceptions when backups must not run, click Exceptions and add exceptions for any day or week of a month.

        These exceptions will repeat every month.

2. For Backup window (if incremental and differential backups are supported for the workload), specify when you want incremental and differential backups to run.

3. For Full backup window, specify when you want full backups to run.

Folders to back up

1. To back up only some content, in Content to back up, enter the content to back up.

   By default, all content is backed up.

2. To exclude folders or files from the backup, in Exclude - files/folders/patterns, enter the content to exclude.

3. Specify whether to include the system state in backups:

   • To include the system state in all backups, move the Back up system state toggle key to the right.

   • To include the system state only in full backups, select the Back up system state check box and the Only with full backup check box.

   • To use Windows Server's VSS (Volume Shadow Copy Service) to back up the system state, select the Use VSS for system state check box.

Snapshot options

1. Under Snapshot options, do the following:

   1. Specify how to retain snapshots:

      • To specify a number of jobs to retain on a snapshot copy, select Number of snap recovery points, and then enter the number of jobs to retain.

      • To specify a retention period, select Retention period, and then enter the amount of time to retain the jobs.

   2. If you don't want to create backup copies, move the Enable backup copy toggle key to the left to turn it off.

   3. For Backup copy frequency, enter how often to run backup copy jobs.

Database options

1. Under Database options, do the following:

   1. For Log backup RPO, enter how often to run log backups.

   2. To automatically back up the database logs to the MediaAgent cache, do the following:

      1. Move the Use disk cache for log backups toggle key to the right.

      2. For Commit, enter how often to commit the logs to the CommServe computer.

         Disk caching of database logs applies to the following: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, and SAP HANA.

Override restrictions

• Leave the Allow plan to be overridden check box cleared.