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

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

The Plans page appears.
Click Create plan, and then click Server.

The Create server backup plan dialog box appears.
In the Plan name box, enter the name of the plan.
Under Storage, set the storage options:
1. To change the storage, in the row for the primary storage, click the action button , and then click Edit.
  
  The Edit storage dialog box appears.
  1. In the Name box, enter a unique name for the storage.
  2. From the Storage pool list, select the pool to use.
  3. Optional: In the Retention period box, enter the number of days that the software retains the data.
  4. Click Save.
2. To configure an auxiliary copy, click Add.
  
  The Add Storage dialog box appears.
  1. In the Name box, enter a unique name for the storage.
  2. From the Storage pool list, select the pool to use.
  3. Optional: In the Retention period box, enter the number of days that the software retains the data.
  4. Click Save.
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 for incremental jobs, beside Backup window, click the text, and then in the Edit backup window dialog box, select the days and times when backup jobs will run.
3. To update the full backup window for full backup jobs, beside Full backup window, click the text, and then in the Edit full backup window dialog box, select the days and times when backup jobs will run.
  
  For more information, see Full Backups.
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, enter 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, enter 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.
Optional: Click Snapshot options, and then specify the following options:
1. In the Number of snap recovery points field, enter the number of jobs to retain on a snapshot copy.
2. To use the plan for file indexing, turn off the Enable backup copy option.
3. In the Backup copy RPO field, enter an interval to schedule the backup copy.
Optional: To use the server plan for a database solution, click Database Options, and then in the Log Backup RPO field, enter how often the log backup jobs will run.
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.
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.