Creating a Subclient for Archiving

You can create a user-defined archiving subclient for data that has the same archiving requirements.

When you create an archive set, a default subclient is automatically created. The default subclient contains the data, archive plan, filters, and exceptions that are specified in the archive set.

Start the Configuration Wizard

1. From the Command Center navigation pane, go to Protect > Archiving.

   The Archive file servers page appears.

2. Click the file server.

   The Overview page appears.

3. Go to the Subclients tab and click Add subclient.

   The Add subclient wizard appears.

4. In the Subclient name box, enter a name for the subclient.

5. From the Archive sets list, select an existing archive set.

6. Click Next.

   The Plan page of the configuration wizard appears.

Plan

1. Add a new archive plan and then, provide information about storage, retention, and archive schedules.

   For more information, see Create An Archive Plan.

   If you have created an archive plan already, select the plan from the list.

   Note

   When you associate an archive plan with a subclient, the archiving rules that are specified in the archive plan are applied to the subclient. You cannot associate an archive plan with older subclients that were created using the object-based retention criteria.

2. Click Next.

   The Access Nodes page of the configuration wizard appears.

Access Node

1. For NAS clients, from the Access nodes list, select the access nodes to use for the subclient.

2. Click Next.

   The Content page of the configuration wizard appears.

Archive Content

1. On the Content tab, specify the data to include in the subclient:

   Caution

   You must specify the data to be archived in all instances. Do not define your archiving content as is defined as All or /.

   • To enter paths to items you want to include in backups, in the Enter custom path box, enter a path, and then click the add button.

   • To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to include in backups.

2. For NAS clients, you must use user credentials to access the CIFS shares.

   • Click Edit against Impersonation account.

     The Impersonate user dialog box appears.

   • From the Credential list, select existing credentials or create new credentials.

     Steps to add new credentials

     To add credentials to the Credential Manager, click the plus button (+), and then specify the following in the Add Credential dialog box.

     1. In the Credential name box, enter the name of the credential.

     2. In the User account box, enter the name of the user account.

     3. In the Password box, enter the password.

     4. In the Description box, you can enter a description of the credentials.

     5. Click Save.

3. To exclude items from backups, in the Exclusions tab, do the following:

   • To enter paths to items you want to exclude from backups, in the Enter custom path box, enter a filter pattern, and then click the add button.

   • To select items from a file system view of the server, click Browse, and then select the check boxes for the items that you want to exclude from backups.

   • To configure how global exclusions are applied to the subclient, from the Include global exclusions list, select one of the following:

     • Use cell level policy (default): Enables or disables the global exclusions for the subclient depending on whether the Use global exclusions on all subclients option is enabled for the environment.

     • On: Enables the global exclusions for the default subclient.

     • Off: Disables the global exclusions for the default subclient.

4. Click Submit.