Creating a Laptop Plan

You must create a laptop plan to start protecting your end users' devices.

Before You Begin

Configure storage. For information on configuring storage, see Storage.


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

    The Plans page appears.

  2. Click Create plan, and then click Laptop.

    The Laptop Plan page appears.

  3. Fill in the following plan information:

    1. In the Plan name box, type the name of the plan.

    2. Select the check box for the features that the plan covers:

      • DLP (data loss prevention)

      • Edge Drive

      • Archiving

    3. If you selected Edge Drive, under Edge Drive Settings, enter the MediaAgent and index directory to use with Edge Drive.

    4. If you selected Archiving, under Archiving rules, in the Start cleaning up disk when it is less than n% Free box, enter a low watermark value for the volume and in the Stop cleaning up disk when it is up to n% Free box, enter a high watermark volume for the volume.

      For information about available rules for archiving your data, see Configure Rules for Archiving.

    5. To limit the amount of space on your Edge Drive by using this plan, under Edge Drive Settings, set the quota:

      1. Select the Enable quota check box.

      2. In the GB box, type the maximum number of gigabytes that you can store in the Edge Drive.

  4. Click Next.

    The Backup content page appears.

  5. Define the content to back up:

    1. On the Windows, Mac, or Unix tab, beside Content to backup, click Add.


    2. In the Add content dialog box, browse for content to back up, or click Add custom content to type a path or pattern, for example, *.docx.

    3. Click Save.

    4. Repeat these steps until content is added for each operating system that you want the plan to support.

  6. Optional: You can exclude content from being backed up.

  7. To limit the amount of data that can be backed up by using this plan, set the quota:

    1. Select the Enable quota check box.

    2. In the GB box, type the maximum number of gigabytes that can be backed.

  8. Click Next.

    The Storage and schedule page appears.

  9. Select the storage and RPO options:

    1. From the Primary storage list, select the storage pool. For example, if you are backing up data to the cloud, then select a cloud storage.

    2. To have the data stored on a backup copy, select the Enable secondary storage check box, and then from the Secondary storage list, select the pool.

      You can use the MRR cool storage class (Metallic Recovery Reserve) for creating secondary copies, but not for creating primary copies.

    3. Under RPO, in the Backup frequency box, type how often the software backs up the data.

  10. Click Next.

    The Retention page appears.

  11. Determine how long the data is stored:

    1. To change the default minimum time that the software retains the data, select the Minimum retention based on file modification time check box, and then in the Retain objects for box, type the number of days.

    2. To change the default retention for deleted items, under Deleted item retention, in the Retain objects for box, type the number of years.

    3. To change the default retention for file versions, under File versions, select any one of the following:

      • To retain versions for a period of time, select Retain files for, type a number, and then select year(s), month(s) or day(s) from the list.

      • To retain a specific number of versions, select Retain, and then in the File versions box, type the number of versions.

      • To retain versions based on the rules, select Retain versions based on the following rules, and then choose for how long you want to retain daily, weekly, and monthly versions for.

  12. Click Next.

    The Options page appears.

  13. To throttle the transfer speed of data, under Network resources, beside Throttle send and Throttle receive, clear the Infinite check boxes, and in the Kbps boxes, enter the maximum kilobits per second.


    This is not applicable to laptops installed with the Storage Accelerator. To throttle maximum read, write throughputs to cloud storage, configure these additional settings.

  14. Optional: Under Alerts, to disable alerts from sending notifications, clear the check boxes for alerts.

  15. 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 , Folders to backup, and Retention:

    • 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.

  16. To make this plan act as a template when you create more plans, see Creating a Base Plan.

  17. Click Finish.

What to Do Next