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Creating Derived Server Backup Plans from the Schedule Policies

After you convert the storage policies to base server backup plans, you can create derived server backup plans from the base plans using the schedule policies that were disabled during the creation of the base plans.

A derived plan inherits the backup destination from the storage policy that the base plan is created from. However, a derived plan uses the backup frequencies of a disabled schedule policy that overrides the backup frequencies of the base plan.

Procedure

  1. Run the Policy to Plan Migration application.

    For instructions, see Running a App.

  2. Click Server Plan.

    The Server Plan box expands.

  3. Click the link in the Click here to proceed text.

    The Plan Conversion - Status window appears.

  4. Under Step 2, click the link in the Click here to proceed text.

    The Entity Association details window appears.

    Review the list of subclients that were associated to the storage policies and are now associated to the base server backup plans that are created from conversion. You can also see the schedule policies that the subclients are associated to before and after conversion.

  5. Click Next.

    The Choose a schedule policy to create a derived plan window appears.

    View the schedule policies that are disabled during Step 1 of the conversion process when the base server backup plans were created. For the policies that are already converted to derived plans, the status appears as Conversion completed in the Remarks column. For the policies that are not yet converted, the status appears as Conversion pending.

    Note: To navigate back to the Entity Association details window, click the View Validation Report button.

  6. Select a schedule policy, and then click Next.

    The Storage policies associated... window appears.

    The list of storage policies that are associated to the subclients of the schedule policy that you selected appear.

    Note: To navigate back to the Entity Association details window, click the View Validation Report button.

  7. Select the storage policies that you want to convert to derived server backup plans, and then click Create plan.

    The Message window appears.

  8. Click Submit.

What to Do Next

  • You will get a confirmation email after creation of derived backup plans from the schedule policy and the storage policies that you selected. You can also verify the job progress from the list of active jobs. For instructions, see Viewing Jobs.
  • Review the Effects of Conversion.

Last modified: 3/8/2021 10:26:43 AM