You create plans to protect your data. In the plan you define what to back up, where to back up your data, and how often to run the backup job. You can create base plans that can be used as templates to create derived plans.

There are plan types that include the data protection parameters that apply to the type of data you want to protect.

Plan type

Applies to

Data Classification



End-user devices such as laptops

Exchange Plans

Exchange Mailbox


Database agents

File System agents

Exchange applications

IntelliSnap backups

Virtualization (streaming): All hypervisors


To create plans, users must have the following security permissions. For information about creating users and user groups and assigning permissions, see Users and User Groups.



Associated CommCell entities

Create a plan

Create Plan


Edit a plan

Edit Plan

The entity that uses the plan

Delete a plan

Delete Plan

The entity that uses the plan

Add a plan to or remove a plan from an entity

Use Plan

The entity that uses the plan


In a multi-tenant environment, tenant administrators can create and edit plans in a rented dedicated storage configuration. For more information on storage configurations, see Storage Configurations for Companies.