Creating a Server Plan

Updated

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

Before You Begin

Configure storage. For more information, see Storage.

Procedure

  1. From the navigation pane, go to Manage > Plans.

    The Plans page appears.

  2. Click Create plan, and then click Server backup.

    The Create server backup plan dialog box appears.

  3. In the Plan name box, enter the name of the plan.

  4. Under Backup destinations, click Add.

    The Add backup destination dialog box appears.

  5. In the Name box, enter a unique name for the backup destination.

  6. From the Storage list, select the storage to use.

    If you selected storage that uses Hedvig Storage Clusters, the Optimize for instant clone toggle key appears. By default, this option is turned on to allow the associated Hedvig Storage Cluster to optimize backups for clones, using Copy Data Management. To turn the option off, move the Optimize for instant clone toggle key to the left.

    Note: The Optimize for instant clone option does not apply to Hyperscale solutions that use Hedvig Storage Clusters.

  7. Optional: In the Retention period box, enter the information for how long the software retains the data.

  8. Optional: To define rules to retain backups beyond the retention period, move the Extended Retention rules toggle key to the right, and then define the types and periods for extended retention.

  9. Click Save.

  10. Optional: Under RPO (recovery point objective), update the RPO options:

    1. In the Backup frequency box, specify how often incremental backup jobs are run. You can specify the frequency in number of hours or days. In the Backup frequency box, specify how often incremental backup jobs are run. You can specify the frequency in number of minutes (0 to 59), hours (0 to 23), days (0 to 6), or weeks. If you specify the frequency in days, then specify the start time for the jobs. The time is according to the time zone of the client. If you specify the frequency in weeks, select the day of the week, and then specify the start time for the jobs.

    2. To enable full backup jobs, move the Add full backup toggle key to the right.

    3. If you enabled full backup jobs, specify the frequency at which the system should start the jobs in Full backup frequency. You can select the frequency to run the jobs daily, weekly or monthly.

      For a weekly frequency, specify the days of the week.

      For a monthly frequency, specify the week and the day of the month.

    4. If you enabled full backup jobs, specify the time of day to start the job in Start time. The time is according to the time zone of the client.

    5. 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.

    6. To update the 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.

  11. Optional: Under Folders to backup, add the content for file system agents:

    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.

  12. Optional: Under Snapshot options, specify the options for file system agents:

    1. To specify the snapshot retention method, click Number of snap recovery points or Retention period, and then enter the criteria for the selection.

    2. To use the plan for file indexing, move the Enable backup copy toggle key to the left to turn it off. If you leave the option turned on, specify the Backup copy frequency.

  13. Optional: Under Database options, specify options for database agents:

    1. In the Log Backup RPO field, enter how often the log backup jobs will run.

    2. To activate disk caching of the logs to the MediaAgent for backups, move the Use disk cache for log backups toggle key to the right and in the Commit every field enter the interval of time between each log commit operation to the CommServe computer.

      Disk caching of database logs applies to the following agents: Informix, Microsoft SQL Server on Windows, Oracle (but not Oracle RAC), and SAP HANA

  14. Optional: To allow the derived plans that use this plan as the base plan to override the settings, under Override restrictions, select Allow plan to be overridden, and then select one of the following options for Storage pool, RPO and Folders to backup:

    • Override required: Plans derived from this base plan do not inherit the base plan values.

    • Override optional: Plans derived from this base plan can either inherit the base plan values or have different values.

    • Override not allowed: Plans derived from this base plan must inherit the base plan values.

  15. Click Save.

Result

The software creates a server plan.

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 server plan to subclients.