Centrally Managed Backup Policy Tool
Summary
- Note: This feature works with all FullFeatured DS-Clients (Linux / Mac / Windows), and DS-Mobile Client (Windows) and DS-Notebook Client (Mac). The XML policy must conform to the DTD of the target DS-Client (i.e. a FullFeatured Windows DS-Client requires an XML policy written for a Windows DS-Client).
- Note 2: This Tool does not work for DS-Consumer Clients, however you can use the DS-NOC to remotely update a DS-Consumer Client's backup items, schedule and retention.
This tool is enabled at the DS-Client level. When enabled, the DS-Client downloads and applies the Backup Policy configuration from the DS-System (in the same manner as the DS-Client can apply a local "config_update.xml" automatic configuration file).
For DS-Mobile Client (Windows) and DS-Notebook Client (Mac), enabling this option means the DS-System will have control over all of the policies (backup sets, schedules, retention rules, etc.) on the selected DS-Client. The DS-Client will only be able to perform on-demand backups and restores of backup sets created by the DS-System configuration. Any other backup sets (those already created by the end users) will only permit restore and delete.
Details
To enable this option, you must define a Backup Policy for the DS-Client in its corresponding "Edit DS-Client Backup Policy" screen:
1. Edit DS-Client > DS-Client Advanced Tab: DS-Client Backup Policy.
- F1 Help: See "DS-Client - Advanced Tab".
- The "Use Customer's default Backup Policy" option is available if a default XML configuration has been defined at the customer-level. For details, see "Create a default DS-Client Backup Policy XML at customer-level".
2. Check "Define a Backup Policy for this DS-Client". Click "Edit". The "Edit DS-Client Backup Policy" screen appears. You can type or cut-and-paste the desired text here. The text must be valid XML and conform to the document-type-definition (DTD) of the intended DS-Client (Windows DS-Client, Linux DS-Client, Mac DS-Client, DS-Mobile Client, or DS-Notebook Client).
- F1 Help: See "Edit DS-Client Backup Policy".
3. The backup policy is defined in the same manner as you would create a valid "config-update.xml" file. When DS-Client connects to DS-System, it will download this text as an XML file and apply its configurations immediately. Each time you change the Backup Policy, DS-Client will detect the change and apply the new configurations. This is how you can control the DS-Client's configurations and activities from the DS-System.
- (Regular) DS-Clients: You must fill this screen with the text from a valid "config-update.xml" file for the corresponding DS-Client type (Linux / Mac / Windows). For a sample, refer to the DS-Client Mass Deployment & Automatic Configuration Guide's section: "Auto-Configuration XML File Samples".
- DS-Mobile Clients: You must fill this screen with the text from a valid "config-update.xml" file. For a sample, refer to the DS-Mobile Client Installation & User Guide's section: "To update a DS-Mobile Client using 'config-update.xml'".
4. Click "OK". The DS-Client - Advanced Tab returns.
- No validation on this text is performed, therefore you must test it and make sure it works as you intend.
5. Click "Apply" or "OK" to update the DS-Client. The next time this DS-Client connects, it will download the XML file and apply it.
- When the DS-Client connects to DS-System, it will create a file in the DS-Client Installation directory called "backup_policy.xml". This file contains the contents of the backup policy defined in step 2 (above). Once the file is applied, it is renamed to with a number (e.g. backup_policy_001.xml).
- For DS-Mobile Client (Windows) and DS-Notebook Client (Mac), when the option "Define a Backup Policy for this DS-Client" is enabled from DS-System, the auto-configuration feature is disabled for that DS-Client and will not work. The DS-Client will only be able to apply auto-configuration files it obtains directly from the DS-System itself and not files that are manually copied into the DS-Client Installation directory (either with the name "config-update.xml" or "backup_policy.xml").
Create a default DS-Client Backup Policy XML at customer-level
This option is for convenience, since it allows you to make one XML definition at the customer-level, then selectively apply (or edit) that XML configuration at the DS-Client level.
1. Right-click on a Customer and select "Edit Customer".
2. On the "Profile Tab", select "Enable a default Backup Policy for DS-Clients under this Account".
- F1 Help: See "Enter Customer Profile Info".
3. Click "Edit" and the "Edit DS-Client Backup Policy" screen appears. You can type or cut-and-paste the desired XML text here.
- The steps that follow are the same as in the previous section.
- Once a default is defined, any DS-Clients belonging to this customer will initially display the same XML text (which can be edited, as required).
See Also
(Separate document) DS-Client Mass Deployment & Automatic Configuration Guide
(Separate document) DS-Mobile Client Installation & User Guide
The information provided in this document is provided "AS IS", without warranty of any kind. ASIGRA Inc. (ASIGRA) disclaims all warranties, either express or implied. In no event shall ASIGRA or its business partners be liable for any damages whatsoever, including direct, indirect, incidental, consequential, loss of business profits or special damages, even if ASIGRA or its business partners have been advised of the possibility of such damages. © Asigra Inc. All Rights Reserved. Confidential.
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