Creating a Policy (Backup) in R1Soft’s CDP 3.0 Enterprise Edition

In the CDP 3.0 version, the Backup Scheduler is familiar as “Policy”. The policy feature permits you to schedule policy in 2 other ways. you’ll be able to either schedule recurring policies or create one-time policy. So as to schedule a policy (backup) in CDP 3.0 follow the instruction given below:

There are 3 vital things (Agent, Volume and Disk Safe) that should be already created before you proceed with the steps below. If you don’t know to how to create them, inspect the subsequent CDP 3.0 tutorials:

Let’s proceed. We assume that you have already logged in to the CDP 3.0 server.

Step 1: Click on the “Policy” option listed in the Dashboard menu.

Step 2: Next, click on the “Create New Policy” located in the top left pane.

Step 3: When you click on “Create New Policy” a new popup window will appear.

Step 4: Here you will need to define the following settings:

Identification:

Enabled – Select the checkbox to enable the policy
Name – Enter a name to keep a track
Description – Enter a description to keep a track

Disk Safe:

Agent – Select an agent added for the client’s server
Disk Safe – Select a disk safe created for client’s server

Frequency:

Frequency Type – Specify the schedule and recurrence for the policy (On Demand, Hourly, Daily, Weekly, Monthly or Yearly).

Step 5: Now, click on the “Create” button in the bottom of the window in order to create the policy.

Step 6: You will see a notification window appearing on your screen showing a message “Successfully created policy”.

Step 7: Hit the “OK” button to add the policy in the policies list.