Changing Policies

Try to make changes to policies only during periods when there is no expected backup activity for the affected policies and clients. Preventing this potential conflict lets you make adjustments before backups begin and ensures an orderly transition from one configuration to another. Regardless of your timing, NetBackup is designed to prevent serious problems or failures from occurring.

  To add or change schedules in a policy

1. If your site has more than one master server, choose the master server that contains the policy you want to modify. See Administering a Remote Master Server.
2. Expand NetBackup Management > Policies.
3. Expand the policy name in the middle pane, then select Schedules.
4. Perform one of the following actions:
   • To add a schedule, select Edit > New. The Add New Schedule dialog appears.
   • To change an existing schedule, double-click the schedule name in the right pane. The Change Schedule dialog appears.
5. Complete the entries in the Attributes tab, Start Window tab, Exclude Dates tab, and Calendar Schedule tab (if Calendar Schedule Type is selected on the Attributes tab). See When Will the Job Run: Schedules Tab.
6. If this is the last schedule, click OK. To add more schedules, click Add and repeat the previous step.

   Click Close to cancel changes that have not been added.

  To add or change clients in a policy

1. In the NetBackup Administration Console, expand NetBackup Management > Policies. If your site has more than one master server, choose the master server that contains the policy you want to modify.
2. Expand the policy name in the middle pane, then select Clients.
3. Perform one of the following actions:
   • To add a new client, select Edit > New. The Add Client dialog appears.
   • To change an existing client, double-click the client name in the right pane. The Change Client dialog appears.
4. Complete the entries in the Add Client or Change Client dialog. See Adding Clients to a Policy

  To add or change backup selections in a policy

1. In the NetBackup Administration Console, expand NetBackup Management > Policies.
2. Expand the policy name in the middle pane, then select Backup Selections.
3. Perform one of the following actions:
   • To add a new backup selection, select Edit > New.
   • To change an existing backup selection, double-click the backup selection in the right pane.
4. Complete the entries in the New Backup Selections or Change Backup Selections dialog.

   If you are unfamiliar with how to specify file paths for your clients, read Rules for Backup File Paths before proceeding.

5. After adding the new backup selection or making changes to an existing selection:
   • In the New Backup Selection dialog, click Add. The new entry appears in the list. After defining all new selections, click OK.
   • In the Change Backup Selection dialog, click OK.

  To delete schedules, backup selections, or clients from a policy

1. In the NetBackup Administration Console, expand NetBackup Management > Policies.

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     Note    Do not confuse Cut and Delete. Cut copies the selected information to the clipboard, from where you can later paste it. Delete does not copy to the clipboard.

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2. Expand the policy name in the middle pane, then select Attributes, Schedules, Backup Selections or Clients.
3. In the right pane, select the item you'd like to delete and click the delete button on the toolbar. A confirmation dialog appears.
4. Click Yes.

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     Note    Deleting a client from the NetBackup configuration does not delete NetBackup client software from the client. Previous backups for that client can also be recovered up until their expiration date.
   
   Also, deleting a file only deletes the file from the list of files designated for automatic backup. It does not delete the actual file from the disk.

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  To copy and paste items

You can copy or cut and paste the following items:

• Copy and paste entire policies
• Copy and paste schedules