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Creating a Server Plan

You must create a server plan to start protecting your data.

Before You Begin

If you have not already done so, create a storage pool. For information, see Storage Pool.

Procedure

  1. From the navigation pane, expand Configuration, and then click Plans.

    The Plans page appears.

  2. Click Create plan, and then click Server.

    The Create server backup plan dialog box appears.

  3. In the Plan name box, type the name of the plan.
  4. Under Storage, set the storage options:
    1. To change the storage, in the row for the primary storage, click the action button action_button, and then click Edit.

      The Edit storage dialog box appears.

      1. In the Name box, type a unique name for the storage, for example Primary.
      2. From the Storage pool list, select the pool to use.
      3. Optional: In the Retention period box, type the number of days that the software retains the data.
      4. Click Save.
    2. To configure an auxiliary copy, click Add copy.

      The Add Storage dialog box appears.

      1. In the Name box, type a unique name for the storage, for example Primary.
      2. From the Storage pool list, select the pool to use.
      3. Optional: In the Retention period box, type the number of days that the software retains the data.
      4. Click Save.
  5. Optional: Under Folders to backup, add the content:

    By default the software includes all the files, folders and system state.

    1. Based on the operating system of the client computer, click the Windows, Mac, or Unix tab.
    2. To change the content, beside Content to backup, click Add.

      The Add content dialog box appears.

      • Browse for content to back up, or in the Custom folder path box, type the full path or pattern, for example, *.docx.
      • Click Save.
    3. To filter folders or files from the backup, beside Exclude these files/folders/patterns, click Add.

      The Add exclusions dialog box appears.

      • Browse for content to exclude from the backup, or in the Custom folder path box, type the full path or pattern, for example, *.docx.
      • Click Save.
    4. To include the system state in the backup, select the Backup system state check box, and then determine the system state options:
      • To only include the state in full backups, select the Only with full backup check box.
      • To use VSS for the system state, select the Use VSS for system state check box.
  6. Optional: Under RPO (recovery point objective), update the RPO options:
    1. To update how often data is backed up, in the Backup frequency box, enter how often backup jobs will run.
    2. To update the backup window, beside the Backup window, click the text, and then in the Edit backup window dialog box, select the days and times when backup jobs will run.
  7. Optional: Click Snapshot options, and then specify the following options:
    1. In the Number of snap recovery points box, type the number of jobs to retain on a snapshopt copy.
    2. In the Backup copy RPO box, type an interval to schedule the backup copy.

      Note: By default, the backup copy is on and you cannot turn it off when you create a plan. After you create the plan, you can edit it and turn the backup copy off.

  8. Optional: To use the server plan for a database solution, click Database Options, and then in the Log Backup RPO, enter how often the log backup jobs will run.
  9. Optional: To make this plan act as a template when you create more plans, select the Allow plan to be overridden check box. For more information, see Creating a Base Plan.
  10. Click Save.

Result

The software creates a plan and a storage policy.

When you configure secondary storage, the Commvault software automatically runs an auxiliary copy job every 30 minutes.

What to Do Next

You can assign the plan to subclients.

Last modified: 1/28/2019 8:56:55 PM