How To Create Protection Policies In Powerprotect Data Manager Step By Guide

Learn how to create effective protection policies in PowerProtect Data Manager (PPDM) with this comprehensive step-by-step guide. Discover how to configure backup objectives, schedule backups, and optimize protection mechanisms.

• This guide explains how to create a Protection Policy in PowerProtect Data Manager (PPDM) using the GUI.
• Protection policies in PPDM define backup objectives for specific time periods and asset selections.
• The guide covers policy creation, objectives configuration, and manual policy execution.

In this step-by-step guide, you'll learn how to create a Protection Policy in PowerProtect Data Manager (PPDM) using the graphical user interface (GUI). Protection policies in PPDM are essential for defining backup objectives for specific time periods and asset selections. Follow these instructions to set up your policies effectively and ensure the safety of your critical data.

• Navigate to the Dashboard and select "Protection" and then "Protection Policies" to begin the policy creation process.
• Name your new policy, add an optional description, and select the type of backup the policy will perform.
• Review the available purposes and select the one that suits your needs.
• Select the assets to be included in the policy and proceed to configure objectives such as storage devices, backup frequency, retention, and other options.
• Make your selections and move to the Options configuration page, where you can fine-tune settings related to backup optimization, exclusion of swap files, indexing, quiescing, and the protection mechanism.
• Review the summary page and click "Finish" to create your new policy.
• Your new policy will be visible under "Protection" and "Protection Policies."
• Navigate to "Jobs" and "System Jobs" to monitor the configuration tasks' progress.
• To test the policy manually, return to "Protection" and "Protection Policies," select the policy, and click "Protect Now."
• You can choose to protect all assets or customize your selection before initiating the process.
• Monitor the progress of the task you started by navigating to "Jobs" and "Protection Jobs."

This guide provides a clear and concise path to creating protection policies, ensuring the safety of your data and efficient backup processes in PowerProtect Data Manager.

Now, let's delve into the details of creating a Protection Policy in PowerProtect Data Manager.

1. Access the Dashboard

   • To initiate the process of creating a Protection Policy, access the PowerProtect Data Manager Dashboard.
   • Click on "Protection" and then select "Protection Policies."

2. Policy Creation

   • Click the "Add" button to begin the policy creation process.
   • Provide a name for your new policy and add an optional description if necessary.
   • Select the type of backup that this policy will perform.
   • Click "Next" to proceed.

3. Select a Purpose

   • Review the three available purposes and choose the one that aligns with your specific needs.
   • Click "Next" to continue.

4. Asset Selection

   • Select the assets that you want to include in this policy.
   • Click "Next" to proceed.

5. Objective Configuration

   • In the Objectives screen, you can configure various aspects of your policy, including
     • Storage device
     • Backup frequency
     • Backup retention
     • And other options
   • For detailed information on these options, consult the administration guide, which can be found in the video description.
   • Make your selections and click "Next."

6. Options Configuration

   • In the Options configuration page, you can fine-tune several settings related to the backup process, including
     • Backup optimization type
     • Exclusion of swap files
     • Indexing
     • Quiescing
     • Protection mechanism
   • For comprehensive details about these options, refer to the administration guide.
   • Configure the options according to your requirements and click "Next."

7. Review and Finish

   • Review the summary page to ensure that all your configurations are accurate.
   • Once you are satisfied, click "Finish" to create the new policy.

8. Viewing Your Policy

   • After successfully creating the policy, it will be visible under "Protection" and "Protection Policies" on the dashboard.

9. Monitoring Configuration Tasks

   • Navigate to "Jobs" and select "System Jobs" to monitor the progress of the configuration tasks.

10. Manual Policy Execution

    • To test the policy manually, return to "Protection" and "Protection Policies."
    • Select the policy you want to run and click "Protect Now."
    • You can choose to protect all assets or customize your selection according to your needs.
    • Leave the configuration as it is if it suits your requirements and click "Next."
    • On the summary screen, click "Protect Now" to initiate the process.

11. Monitoring the Progress

    • To monitor the progress of the task you just started, navigate to "Jobs" and then select "Protection Jobs."

By following these steps, you can efficiently create protection policies in PowerProtect Data Manager, ensuring the safety of your data and enabling effective backup processes.

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