Modifying a Server Plan in Advanced View

In a 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.

Procedure

1. From the navigation pane, go to Service Catalog.

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

   The server plan page appears.

3. 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 server 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	For Backup frequency: To add a new backup frequency, click Add. The Add backup frequency dialog box appears. Specify the backup type and the frequency for backups. To modify an existing backup frequency, click an existing backup frequency. The Edit backup frequency dialog box appears. Modify the backup type and the frequency for backups. To delete a backup frequency, click Delete. Note You can choose to delete all backup schedules from a server plan if you run the backups manually. Full schedules can be created only for database solutions.
   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.
   Database options	To modify the RPO frequency, full backup frequency, or enable disk cache for log backups, do the following: For Log backup RPO, specify how often to run log backups. For Full backup frequency, specify how often to run full backups. To automatically back up the database logs to the Backup Gateway cache, do the following: Move the Use disk cache for log backups toggle key to the right. For Commit every, enter how often to commit the logs to the CommServe computer. Disk caching of database logs applies to the following databases: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, and SAP HANA.
   Tags	To associate a tag with the server plan, Click Edit . The Manage tags dialog box appears. Enter a tag name and a tag value, and then click Add. Click Save.
   Settings	To enable indexing for file search, move the File search toggle key to the right.
   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 server plan, click Edit . The Security dialog box appears. By default, the Master user group with a Plan Creator role is associated with the server 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.

4. To modify the backup destinations that are associated with the server 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 specify additional backups, such as weekly full backups, 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.

5. To modify the entities that are associated with the server 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 plan.

   3. Click Save.

6. To modify the companies that are associated with the server plan, click the Companies tab.

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

      1. Click Add company.

         The Associate to company dialog box appears.

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

      3. Click Save.

   2. To delete a company that is associated with the server 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.

7. Click Yes.

Results

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

Related Topics

• Extended Retention Rules

• Data Aging