Creating Plans from a Base Plan

Applies to: Laptop plans, server plans

You can create a plan using a base plan as a template. The plans created from base plans are called derived plans.

When a plan is derived from a base plan, changes to the base plan also change the derived plan for options that are inherited. For example, if you change the RPO (recovery point objective) from 4 hours to 10 hours in a base plan, the RPOs for all of the plans inheriting RPO from that base plan are changed to 10 hours.

Before You Begin

Procedure

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

    The Plans page appears.

  2. In the Plan name column, click the base plan you want to use as the template for your new plan.

    The plan page appears.

  3. In the upper-right area of the page, click Derive and create new.

    The Create server backup plan dialog box appears.

  4. In the Plan name box, enter a name for the derived plan.

  5. Review the plan options that were inherited from the base plan.

    Depending on the plan type, the following options are available: Storage pool, RPO, Backup content, and Retention.

  6. Update the plan options:

    • If the Inherit backup destinations from plan toggle key is available, the derived plan can either inherit the base plan values or override the settings.

    • If the Inherit backup destinations from plan toggle key is moved to the right and unavailable (appears dimmed), the derived plan inherits the base plan values and it's not allowed to override the settings.

    • If the Inherit backup destinations from plan toggle key is moved to the left and unavailable (appears dimmed), the derived plan overrides the base plan values and it's not allowed to inherit the settings.

    Note

    The toggle key is available or appears dimmed based on the base plan override settings.

  7. Click Save.

Result

On the plan page, under Inherit settings, the base plan that you used as a template is listed. For each option, the relationship between the base plan and the derived plan is listed. For example, beside Storage pool, Inheriting from base plan is displayed.

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