The Effects of Converting Storage Policies to Plans

Converting storage policies to plans has various effects that are important for you to understand.

General Effects

  • After you convert a storage policy to a backup plan, the storage policy remains active in the CommCell Console.

  • After the conversion, you can use the Command Center and the CommCell Console together. But do not create new storage policies or new schedule policies in the CommCell Console.

  • To configure advanced options for storage policies, subclient policies, and schedule policies, use the CommCell Console. backup plans in the Command Center include only the most common settings.

  • The plan created from a converted storage policy will have no data schedule policies. The association between the workloads and their existing schedule policies will remain intact after the conversion and will continue to trigger backups based on their schedule patterns.

  • You can choose to manage your schedule policies from the Command Center after converting your storage policies to plans, see Managing Schedule Policies in Command Center However, it is recommended that you add schedules to the converted plan so that you can operate the storage and schedules using a single entity.

  • Any deconfigured subclients that are associated with the storage policy are not associated with the plan but will continue to remain associated with the storage policy.

Effects on Storage Policy Copies That Are Associated with a Storage Policy

The effects of conversion on storage policy copies that are associated with a storage policy are as follows:

  • Storage policy copies that are not associated with a global policy are converted to network storage pools. For more information about network storage pools, see Network Storage Pool.

  • Storage policy copies are converted as follows:

    • Storage policy copies that have deduplication enabled are associated with global deduplication storage policies and converted to global deduplication storage policy copies.

    • Storage policy copies that do not have deduplication enabled are associated with global storage policies and converted to global storage policy copies.

    The name of the copy changes to the format Global_StoragePolicyName_CopyName. The libraries, the mount paths, and the MediaAgents of the storage policy copies do not change. If you want to change those settings after the conversion, you must change them in the global storage policies that the copies are associated with.

Effects on Storage Policies That Are Associated with a Subclient Policy

The effects of conversion on storage policies that are associated with a subclient policy are as follows:

  • The software creates a base plan for each agent type that the subclient policies are associated with.

    For example, if the storage policy is associated with subclient policies of the agent types Windows, Unix, and Mac, then the software creates three base plans, one for each agent type.

  • For each agent type, the subclient policy that has the highest number of associated entities gets associated with the base plan. The other subclient policies converted to the derived plans that are created from the base plan. For more information, see Base Plans.

  • The base plan name is same as the storage policy name.

  • The subclient policy name follows the format Storage_Policy_Name Agent_Type Subclient policy. The derived plan name follows the format Storage_Policy_Name_Derived_nth of derived plan.

    For example, the storage policy SP1 is associated with three Windows subclient policies SubPolicy1, SubPolicy2 and SubPolicy3, which are associated with 250, 200 and 150 entities, respectively. After conversion, the software creates a base plan with the name SP1 that has a subclient policy with the name SP1 Windows Subclient policy (for SubPolicy1). From the base plan, two derived plans are created with the names SP1_Derived_1 (for SubPolicy2) and SP1_Derived_2 (for SubPolicy3).

  • The subclients that are associated with the storage policy and not associated with any subclient policy are associated with the base plan.

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