Plans for Protecting, Archiving, and Classifying Data

You create plans to protect your data. In the plan, you define what data to back up, where to back up the data, and how often to run the backup. You can create base plans that can be used as templates for other plans.

Plan Types

There are different plan types that apply to different types of data. Use the Guided Setup to first configure the type of data to protect. Based on your configurations you may see the following plan types.

Plan type

Applies to

Laptop plans

End-user devices such as laptops

Server plans

  • Database agents data

  • File system agents data

  • Exchange applications data

  • IntelliSnap backups

  • Virtualization (streaming): All hypervisor data

Exchange plans

Exchange Mailbox data

Office 365 plans

Office 365 data

For information about using Office 365 plans, see the documentation for the Office 365 product that you want to back up. For example, for information about using an Office 365 plan for Exchange Online, see Create an Office 365 Plan for Exchange Online.

Data classification plans

Data Insights data

Permissions for Plans

To create plans, users must have certain security permissions. For information about creating users and user groups and assigning permissions, see Users and User Groups.



Associated CommCell entities

Create a plan

Create Plan


Edit a plan

Edit Plan

The entity that uses the plan

Delete a plan

Delete Plan

The entity that uses the plan

Add a plan to or remove a plan from an entity

Use Plan

The entity that uses the plan


In a multi-tenant environment, tenant administrators can create and edit plans in a rented dedicated storage configuration. For more information, see Storage Configurations for Companies.