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.

Procedure

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

    The Plans page appears.

  2. Click Create plan, and then click Laptop.

    The Create Laptop Plan page appears.

  3. Fill in the following plan information:

    1. Choose whether to create a new plan or use a base plan.

    2. If you selected Create a new plan, in the Plan name box, type the name of the plan.

    3. If you selected Use existing base plan, specify the plan name and select a base plan.

  4. Click Next.

    The Features page appears.

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

      • DLP (data loss prevention)

      • Edge Drive

      • Archiving

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

    3. 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.

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

      1. Select the Edge Drive quota check box.

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

  5. Click Next.

    The Backup content page appears.

  6. Define the content to back up:

    1. On the Windows, Mac, or Unix tab, beside Content to backup, click Add and select either Content or Custom Path.

      Note

    2. If you selected Content, in the Add content dialog box, browse for content to back up.

    3. If you selected Custom Path, type a path or pattern, for example, *.docx.

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

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

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

    1. Select the Enable file system quota check box.

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

  9. Click Next.

    The Storage and Schedule page appears.

  10. 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, move the Enable secondary storage toggle to right, 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.

  11. Click Next.

    The Retention page appears.

  12. Determine how long the data is stored:

    1. To change the default retention for deleted items, under Deleted item retention, select any of the following:

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

      • To completely retain deleted item, select Retain files indefinitely.

    2. 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.

  13. Click Next.

    The Options page appears.

  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, move the Allow plan to be overridden toggle to right, and then select one of the following options for Storage pool, RPO , Backup content, 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 Next.

    The Invite Users or Groups page appears.

  18. You can specify the user, user group or email address to invite the user or user group to install the Laptop package.

  19. Click Submit.

What to Do Next

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