# Modifying a Backup Plan

For backup plans, you can modify the data retention period, RPO settings that specify how the data is backed up automatically, IntelliSnap settings, and associated entities. However, you cannot modify or delete the storage pool, and you cannot delete the primary storage copy.

## Procedure

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

   The Plans page appears.

2. In the Plan name column, click the backup plan.

   The backup plan page appears.

3. On the plan page, specify the following:

   Section | Steps
   --- | ---
   Backup content | On the Configuration tab, to modify the backup content, move the Define backup content toggle key to the right. The Define backup content dialog box appears. Note You can edit the backup content on an existing backup plan. To back up only some content, in Content to backup, click Add and select either Content or Custom Path. By default, all content is backed up. If you selected Content, in the Add content dialog box, browse for content to back up. If you selected Custom Path, type a path or pattern, for example, *.docx. To exclude folders or files from the backup, move the Define exclusions toggle key to the right. In Exclude - files/folders/patterns, click Add and select either Content or Custom Path. If you selected Content, in the Add exclusions dialog box, browse for content to exclude. If you selected Custom Path, type a path or pattern, for example, *.docx to exclude. Specify whether to include the system state in backups: To include the system state in all backups, move the Back up system state toggle key to the right. To include the system state only in full backups, select the Back up system state check box and the Only with full backup check box. To use Windows Server's VSS (Volume Shadow Copy Service) to back up the system state, select the Use VSS for system state check box.
   Security | To associate users and user groups with the backup plan, click Edit . The Security dialog box appears. By default, the Master user group with a Plan Creator role is associated with the backup plan. In the User/Group box, enter the users and users groups. From the Roles list, select the role to associate with the users and user groups. Click Add. Click Save.
   Applicable solutions | To associate a single or multiple solution to the backup plan, you must have the Plan solution permission, then click Edit . The Edit applicable solutions dialog box appears. To select a specific solution, move the Restrict to solutions toggle key to the right. In the applicable solutions box, select one or more solutions. Note You should complete the Commvault deployment steps for the solution which then appears in the list. Click Save. When the applicable solutions is set on a backup plan, then the backup plan is accessible to only to the specified solutions.
   Override restrictions | To make the backup plan a base plan, move the Allow plan to be overridden toggle key to the right. The Edit override options dialog box appears. Important If you select the Allow plan to be overridden toggle key, and then click Save, you cannot disable the key. However, you can click Cancel. Specify how you want the base plan to interact with the plans that are derived from it: 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 inherit the base plan values. Note If you are modifying a setting that was set to Override optional, then you can change it only to Override not allowed. If you are modifying a setting from Override not allowed, you can change it only to Override optional. Click Save.
   Tags | To associate a tag with the backup plan, Click Edit . The Manage tags dialog box appears. Enter a tag name and a tag value, and then click Add. Click Save.
   Options | To enable indexing for file search, move the File search toggle key to the right. Note If file search is enabled at the backup plan level, Commvault will automatically install the required packages on the MediaAgents associated with that backup plan.
   Schedule Policy | On the Schedule policies tab: To add a new schedule policy, click Add. The Add backup frequency dialog box appears. From the Job type list, select the backup type, and from the for list, select All agents or Databases. Specify the frequency of the backup. To specify the client time zone, full backup database frequency, or to add exceptions, click the Advanced drop-down, and do the following: To repeat the backup job for daily, weekly, monthly, or yearly backup frequency, move the Repeat Every toggle key to the right and modify the time frequency. To distribute the workload on the infrastructure machine when multiple jobs start simultaneously, click Stagger Jobs and specify the total staggering time window. This window will be divided into 15-minute intervals, with jobs staggered so that a new batch begins at the start of each interval. The minimum and maximum staggering values are 30 minutes and 1440 minutes, respectively. From the time zone list, select the time zone according to which you want backups to run. Note The time zone option is unavailable if the backup frequency schedule is mentioned in minutes or hours. If you select incremental or differential backup type for all agents or databases, to modify the full backup frequency of the database, specify a value for Run full backup on databases every option. To add exceptions when the backups must not run, click Exceptions, and then add exceptions for any day of a month or week. Or schedule an exception for any week of the month. Exceptions repeat every week or month according to the selected exception. To modify an existing schedule policy, next to the backup schedule, click Edit . The Edit schedule dialog box appears. Modify the job type and the frequency for backups. To specify the client time zone, full backup database frequency, job staggering, or to add exceptions, click the Advanced drop-down and specify the required values. To delete a backup frequency, next to the backup schedule, click Edit , and then click Delete. Note: You can delete all backup job schedules from backup plans, including the default incremental backup job schedule. To repeat the backup job for daily, weekly, monthly, or yearly backup frequency, move the Repeat Every toggle key to the right and modify the time frequency. To modify the transaction log frequency, or enable disk cache for log backups, in the Run transaction log for databases field, click Edit . For Transaction log, specify how often to run log backups. To automatically back up the database logs to the MediaAgent cache, do the following: Move the Serverless log backups toggle key to the right. To modify Commit every, enter how often to commit the logs to the CommServe computer. Serverless log backups applies to the following databases: Informix, Microsoft SQL Server on Windows, Oracle, Oracle RAC, PostgreSQL and SAP HANA. The database schedules are available only if the backup plan is applicable to database solution and only one transaction log schedule can be added to that specific backup plan. Full Schedules apply to database backups. For other agents, each backup job will back up only the new and modified items and create a full recovery image. Therefore, running repeated full backup is not required. For Backup window, specify when you want incremental and differential backups to run. For Full backup window, specify when you want full backups to run. For SLA, click Edit. Note The default SLA is one month, which is inherited from the CommCell. The Edit SLA dialog box appears. To modify the SLA period, select SLA period, and then select a new value. To exclude the backup frequency from the SLA calculation, move the Exclude from SLA toggle key to the right.
   Snapshot options | If you want to run scheduled snapshot backups, move the Enable Backup copy toggle key to the right. To modify how often the snapshot backups run, in the Backup copy RPO field, click Edit .

4. To modify the storage policy that are associated with the backup plan, click the Storage policies tab.

   To add region to the exisiting storage policy copy

   1. Click Add region.

   The Add new region dialog box appears.

   2. Add the region from the drop-down and then click Save.

   To add additional region for the storage policy copy

   1. Click Add region.

   The Add new region dialog box appears.

   2. Click Add copy.

   The Add copy dialog box appears.

   3. In Name, enter a name for the storage policy.

   4. From the Storage list, select the storage to use for the backups.

   If you selected storage that uses Distributed Storage, the Optimize for instant clone toggle key appears. By default, this setting is turned on to allow the associated Distributed Storage to optimize backups for clones, using Copy Data Management. To turn off the setting, move the Optimize for instant clone toggle key to the left.

   The setting does not apply to HyperScale solutions that use Distributed Storage.

   You can use the Air Gap Protect cool storage class for creating secondary copies, but not for creating primary copies.

   5. For Retention rules, enter the amount of time to retain the backups.

   6. To specify additional retention period, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

   7. Click Save.

   8. In the Add new region dialog box, specify the region, and click Save.

   To add a new storage policy copy

   1. Under Regions, beside Copies, click Add, and then select Copy.

   The Add copy dialog box appears.

   2. In Name, enter a name for the storage policy copy.

   3. Under Source, select the source copy.

   4. From the Storage list, select or add the storage to use for the backups.

   If you selected storage that uses Distributed Storage, the Optimize for instant clone toggle key appears. By default, this setting is turned on to allow the associated Distributed Storage to optimize backups for clones, using Copy Data Management. To turn off the setting, move the Optimize for instant clone toggle key to the left.

   The setting does not apply to HyperScale solutions that use Distributed Storage.

   You can use the Air Gap Protect cool storage class for creating secondary copies, but not for creating primary copies.

   5. Under Backups to copy, select the backup type.

   If you select the backup type other than All jobs or All fulls, specify the full backup type to be copied.

   6. To specify the start time for backups on a specific date and later, for What start date should we copy these backup types from?, select a date.

   7. For Retention rules, enter the amount of time to retain the backups.

   6. To specify additional retention period, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

   7. Click Save.

   To add a new snap copy

   1. Under Regions, beside Copies, click Add, and then select Snap Copy.

   The Add snapshot copy window appears.

   6. In the Name box, enter a name for the snapshot copy.

   7. Select the type of snapshot copy to add:

   - To replicate snapshots to cloud, add the SnapMirror Cloud copy by turning ON the NetApp SnapMirror Cloud Target toggle. The Copy type is set to Vault/Replica.

   - Vault/Replica - Select this option if you want to create secondary snap copies or enable Amazon or Azure cross-region snapshot copies or Amazon cross-account snapshot copies. You can maintain the snapshots independently for recovery. A Vault snapshot copy is specific for NetApp, whereas a Replica snapshot copy applies to all other snapshot engines.

   - Mirror - Select this option to create a NetApp snap mirror relationship between the source and destination volume. The option replicates the complete content of the source volume to a destination volume.

   The Snapshot Vendor is listed as Generic by default.

   8. From the Storage list, select a storage pool for the snapshot copy.

   Note: If you select a storage pool on which compliance lock is enabled, you cannot lower the retention for the snapshot copy after creation. For more information about compliance lock, see Configuring WORM Storage Mode on Cloud Storage.

   9. From the Backups to copy list, select the backup jobs that you want to copy.

   10. From the Source list, select a primary snapshot copy or a mirror or vault copy that will be used as the source for snapshot copy.

   11. To specify the start time for backups on a specific date and later, for What start date should we copy these backup types from?, select a date.

   12. In the Retention Rules section, choose one of the following methods of retention of snapshots.

   - Retention period: This is the default method of retention. Use this method if you want to specify retention based on a time period.

   Note: To set the snapshot copy as a spool copy, set the Retention period to 0 days.

   - Number of snap recovery points: Use this method to base retention on a number of snapshot recovery points.

   13. To specify additional retention period, such as weekly full backups, move the Extended retention rules toggle key to the right, and then add rules.

   13. Beside Mappings, SVM mappings, or Configured SVM to SnapMirror Cloud Target mappings, click Add.

   The Add Mappings or Add SVM to SnapMirror Cloud Target mappings dialog box appears.

   1. In the Snapshot Vendor list, select NetApp, Amazon, or Azure.

   2. Do one of the following:

   - For Amazon or Azure, from the Source Region list and from the Target Region list, select the source region and target region.

   For Azure, you cannot create more than one replica copy, and you must map only one source region to one target region.

   - For NetApp, from the Source SVM list and from the Target SVM list, select the source computer and target computer.

   3. Click Add, and then click Save.

   14. Click Save.

   To modify the properties for a copy

   1. Under the Copies section, click the copy that you want to modify.

   The Copy page appears.

   2. Modify the copy properties.

   To view the jobs for a copy

   1. Under the Copies section, for the copy that you want to view jobs, click the Actions button and then click View jobs.

   The Jobs page appears with the list of jobs.

   To view the snapshots for a snap copy

   1. Under the Copies section, for the snap copy that you want to view snapshots, click the Actions button and then click View jobs.

   The Snap copy page appears with the list of snapshots.

   To run backup copy for a snap copy

   1. Under the Copies section, for the snap copy that you want to run backup copy, click the Actions button and then click Run backup copy.

   The Confirm dialog box appears.

   2. Click Yes.

   For more information about backup copy operation, see Create a Backup Copy from a Hardware Snapshot.

5. To modify the entities that are associated with the backup plan, do the following:

   1. On the Associated entities tab, in the row for the associated entity, click the action button , and then select Edit association.

      The Edit plan dialog box appears.

   2. In the Plan box, select None or a different backup plan.

   3. Click Save.

6. To modify the companies that are associated with the backup plan, click the Companies tab.

   1. To associate a new company with the backup plan:

      1. Click Add company.

         The Associate to company dialog box appears.

      2. Under Company name, click the company to associate with the backup plan.

      3. Click Save.

   2. To delete a company that is associated with the backup plan:

      1. In the Associated companies table, in the row for the associated company, click the action button , and then select Remove association.

         The Remove association dialog box appears.

      2. Click Yes.

   Note

   - When you change a client's plan association, the retention settings of the new plan applies only to backups taken after the change.

   - Backups created while the client was associated with the original plan retain the retention settings of that original plan.

   - The new plan’s retention rules apply only to backups created after the plan change. Existing backups are not affected by the new plan.

## Results

The backup plan uses the modified settings when the next backup runs.

## Related Topics

Associating a Server with a Backup Plan

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