Modifying a Backup Plan in Advanced View

In a backup plan, you can modify the data retention period, RPO settings that specify how the data is backed up automatically, IntelliSnap settings, and associated entities. However, you cannot modify or delete the storage pool, and you cannot delete the primary storage copy.

Before You Begin

You can define backup content for Mac file servers at the backup plan level for new plans while creating them and for existing backup plans that do not have any backup content defined. You cannot modify the backup content that is already defined for a backup plan.

Procedure

1. From the navigation pane, go to Manage > Plans.

   The Plans page appears.

2. In the Plans section, click the backup plan that you want to modify.

   The backup plan page appears.

3. Move the Advance view toogle key to the right.

4. On the Overview tab, specify the following:

   Section	Steps
   Backup content	To modify the backup content, move the Define backup content toggle key to the right. The Define backup content dialog box appears. Note You can edit the backup content on an existing backup plan. To back up only some content, in Content to back up, click Add and select either Content or Custom Path. By default, all content is backed up. If you selected Content, in the Add content dialog box, browse for content to back up. If you selected Custom Path, type a path or pattern, for example, *.docx. To exclude folders or files from the backup, move the Define exclude content toggle key to the right. In Exclude - files/folders/patterns, click Add and select either Content or Custom Path. If you selected Content, in the Add exclusions dialog box, browse for content to exclude. If you selected Custom Path, type a path or pattern, for example, *.docx to exclude. To add exception for the excluded folder, move the Define exceptions toggle key to the right. In Exception for these files/folders, click Add and select either Content or Custom Path. 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.
   RPO	To modify an existing schedule, click Edit for the schedule. The Edit schedule dialog box appears. To change the schedule, modify the Job type and the frequency for the backups. To delete the schedule, click DELETE. Note You can choose to delete all backup schedules from a backup plan if you run the backups manually. To add a new schedule, click Add. The Add schedule dialog box appears. Specify the backup type and the frequency for backups. Under Advanced, configure the Repeat every, Time zone, and Exceptions information. To modify the Run transaction log for databases with automatic disk utilization rules, click Edit . The Edit schedule dialog box appears. To change the frequency of transaction log backups, modify the Runs every information. To trigger the conversion from an automatic schedule to a continuous schedule for database log backups and/or to enable disk caching of log backups, move the Enable automatic disk utilization rules toggle key to the right. To configure the transaction log frequency parameters, modify the Disk space and Log files count values. To automatically back up the database transaction logs to cache, do the following: Move the Use disk cache for log backups toggle key to the right. For Commit every, enter the frequency for how often to commit the database transaction logs.
   Backup destinations	To create a secondary storage from Add > Copy, and then fill the details in the Add copy dialog box. To delete a secondary storage copy, in the row for the secondary storage copy that you want to delete, click the action button , and then select Delete. A confirmation dialog box appears. Click Yes. To edit a primary copy or snap copy, in the row for the primary copy or snap copy that you want to delete, click the action button , and then select Edit.
   Tags	To associate a tag with the backup plan, click Edit . The Manage tags dialog box appears. Enter a tag name and a tag value, and then click Add. Click Save.
   Snapshot options	If you want to run scheduled backup copies, move the Enable Backup copy toggle key to the right. To modify how often the backup copies run, in the Backup copy RPO field, click Edit .
   Security	To associate users and user groups with the backup plan, click Edit . The Security dialog box appears. By default, the Master user group with a Plan Creator role is associated with the backup plan. In the Enter users, user groups box, enter the users and users groups. From the Roles list, select the role to associate with the users and user groups. Click Add. Click Save.

5. To modify the backup destinations that are associated with the backup plan, click the Backup Destinations tab.

   1. To add additional regions to the backup destination, complete the following steps:

      1. Click Add region.

         The Add new region dialog box appears.

      2. Click Add copy.

         The Add copy dialog box appears.

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

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

      If you selected storage that uses Distributed Storage, the Optimize for instant clone toggle key appears. By default, this setting is turned on to allow the associated Distributed Storage to optimize backups for clones, using Copy Data Management. To turn off the setting, move the Optimize for instant clone toggle key to the left.

      The setting does not apply to HyperScale solutions that use Distributed Storage.

      You can use the Air Gap Protect cool storage class for creating secondary copies, but not for creating primary copies.

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

      2. To retain a specific full backup for an additional time period, move the Extended retention rules toggle key to the right, and then add rules.

      3. Click Save.

      4. In the Add new region dialog box, click Save.

   2. To modify the properties for a copy, complete the following steps:

      1. Under the Backup destinations section, click the copy that you want to modify.

         The copy page appears.

      2. Modify the copy properties.

   3. To view the jobs for a copy, complete the following steps:

      1. Under the Backup destinations section, for the copy that you want to view jobs, click the Actions button and then click View jobs.

         The Jobs page appears with the list of jobs.

   4. To view the snapshots for a snap copy, complete the following steps:

      1. Under the Backup destinations section, for the snap copy that you want to view snapshots, click the Actions button and then click View snapshots.

         The Snapshots created during IntelliSnap operation page appears with the list of snapshots.

   5. To run backup copy for a snap copy, complete the following steps:

      1. Under the Backup destinations section, for the snap copy that you want to run backup copy, click the Actions button and then click Run backup copy.

         The Confirm dialog box appears.

      2. Click Yes.

6. To modify the entities that are associated with the backup plan, do the following:

   1. On the Associated entities tab, in the row for the associated entity, click the action button , and then select Edit association.

      The Edit plan dialog box appears.

   2. In the Plan box, select None or a different backup plan.

   3. Click Save.

7. To modify the companies that are associated with the backup plan, click the Companies tab.

   1. To associate a new company with the backup plan:

      1. Click Add company.

         The Associate to company dialog box appears.

      2. Under Company name, click the company to associate with the backup plan.

      3. Click Save.

   2. To delete a company that is associated with the backup plan:

      1. In the Associated companies table, in the row for the associated company, click the action button , and then select Remove association.

         The Remove association dialog box appears.

8. Click Yes.

Results

The backup plan uses the modified settings when the next backup runs.

Related Topics

• Extended Retention Rules

• Data Aging

• Disk Caching for Frequent Database Log Backups