Schedule Policy - Advanced

Table of Contents

Creating Schedule Policies

When multiple clients or tasks require similar operations to be scheduled you can create a schedule policy as a scheduling template and attach it to the respective client or task in the CommCell. Schedule policies give you the flexibility to modify or alter job schedules from one central location. The modifications are automatically reflected in the associated schedules.

You can create schedule policies for the following:

  • Auxiliary Copy Schedule Policy
  • Backup Copy for Snap Backups Schedule Policy
  • Content Indexing Schedule Policy
  • Data Protection Schedule Policy

Creating Auxiliary Copy, Backup Copy for Snap Backups, or Content Indexing Schedule Policies

  • Auxiliary Copy Schedule Policy

    A scheduling template for auxiliary copy operations to be performed on specific storage policies or storage policy copies within a CommCell. This type of policy is useful when there are many storage policies within the CommCell that require the same schedules for auxiliary copy operations. If you associate a schedule policy with a storage policy, all copies including any future copies will use the same auxiliary copy schedule.

  • Backup Copy for Snap Backups Schedule Policy

    A scheduling template for backup copy operations (snap-to-tape backup) to be performed on specific storage policies within a CommCell. This type of policy is useful when there are many storage policies within the CommCell that require the same schedules for backup copy operations. If you associate a schedule policy with a storage policy, all copies including any future copies will use the same backup copy schedule.

  • Content Indexing Schedule Policy

    A scheduling template for indexing operations to be performed on specific storage policies within a CommCell. This type of policy is useful when there are many storage policies within the CommCell that require the same schedules for content indexing operations.

Prerequisites

Users with limited CommCell capabilities will require the following capabilities:

Auxiliary Copy Schedule Policy Requires the Administrative Management capability configured at the CommCell level.

Steps

  1. From the CommCell Browser, navigate to Policies.
  2. Right-click Schedule Policies and click New Schedule Policy.
  3. Type a name for the schedule policy in the Name box.
  1. From the Type list, select the type of schedule policy to create:
    • To create an auxiliary copy schedule policy, select Auxiliary Copy.
    • To create a backup copy schedule policy, select Backup Copy.
    • To create a content indexing schedule policy, select Content Indexing.
  1. Type an appropriate description in the Description box.
  2. Click Add.
  3. Type a name in the Schedule Name box and select the appropriate scheduling options.
  1. From the <Schedule Policy Type> Options dialog box, set additional options:
    • For an auxiliary copy schedule policy, click the General tab and select the auxiliary copy options that apply to your environment.
    • For a backup copy schedule policy, click the Backup Copy Options tab and select the options that apply to your environment.
    • For a content indexing schedule policy, click the General tab and select the auxiliary copy options that apply to your environment.
  2. Click OK.
  3. From the New Schedule Policy dialog box, click the Associations tab.
  4. Select the storage policies (primary or auxiliary copy) to associate with the schedule policy.
  5. Click OK.

Creating Data Protection Schedule Policies

A data protection schedule policy is a scheduling template for data protection operations which includes both backup and archive operations. This type of policy is useful when there are many clients or subclients within a CommCell that require the same schedules for data protection operations.

By default a system-created data protection schedule policy covering all agents is available in the CommCell. Use this schedule policy to schedule backup operations for all agents. This schedule policy includes the schedules for the following:

  • Full Backup, running every Friday at 6:00 P.M.
  • Incremental/Log Backup, running every Monday, Tuesday, Wednesday and Thursday at 6:00 P.M.

    Transaction Log backups are initiated for Lotus Notes subclients configured with transaction log content but not for other agents.

If necessary you can manually create the following data protection schedule policies:

  • All Agent Type Data Protection Schedule Policy: A generic scheduling template for data protection operations for all agents in a CommCell.
  • Agent-Specific Data Protection Schedule Policy: A scheduling template for data protection operations for one or more agents in a CommCell. Use this type of policy to granularly define advanced data protection options specific to the selected agent.

Prerequisites

Users with limited CommCell capabilities will require the following capabilities:

Data Protection Schedule Policy Requires the Agent Scheduling and Data Protection/Management Operations capabilities configured at the level where the schedules were created.

To associate a schedule policy to a CommCell object, configure the Agent Scheduling capability at the level the schedules were created. However, if you need to associate a schedule policy to a client computer group, the Agent Scheduling capability must be configured at the CommCell level.

Steps

  1. From the CommCell Browser, navigate to Policies.
  2. Right-click Schedule Policies and click New Schedule Policy.
  3. Type a name for the schedule policy in the Name box.
  1. From the Type list, select Data Protection.
  2. From the Agent Type list, select the appropriate agents or agent groups:
    • To create a schedule policy for all agents, select All Agents.
    • To create a schedule policy for some agents, select the appropriate agents or agent groups. For example, select the SQL Server agent under the Database group.
  1. Type an appropriate description in the Description box.
  2. Click Add.
  3. Type a name in the Schedule Name box and select the appropriate scheduling options.
  1. Click the Backup Options tab and select the type of backup and other options that apply to your environment.
  2. Click OK.
  3. From the New Schedule Policy dialog box, click the Associations tab and select the client computer or client computer group to associate with the schedule policy.

    The entities offered in the Associations tab depend on the agents selected in the Agent Type list. Expand the nodes to see additional choices. For example, associate the schedule policy to a specific agent, instance, backup set, or subclient.

  4. Click OK.

Excluding Clients, Backup Sets or Subclients from a Schedule Policy Association

While defining a schedule policy, some CommCell entities may not require to be associated with the schedule policy.

Use the following steps to exclude any particular client/backup set or a subclient from a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. Click the Association tab and then click the Edit tab.
  4. Exclude the entities that are not required from the schedule policy.

    For example in the image below, the default subclient for a client will be excluded from the data protection scheduling operations.

  5. Click OK.

Managing Schedules

Once a schedule policy is created, you can do the following to manage the schedules:

Adding Schedules to a Schedule Policy

Multiple schedules can be added to a schedule policy. This is useful when clients or tasks require the same type of operations but on different schedules.

For example, you may have a data protection schedule policy with a schedule to run full backups once a week on all client computers. You can add another schedule to the same policy to run incremental backups everyday on the same set of client computers.

Use the following steps to add a schedule to an existing schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. Click Add.
  4. From the <Schedule Policy Type> Options dialog box, type a name in the Schedule Name box and select the appropriate scheduling options.
  5. If applicable, click the other tabs to select the operations you want to perform.
  6. Click OK to close the <Schedule Policy Type> Options dialog box.
  7. Click OK.

Setting a Time Zone for the Schedule

When your CommCell is spread across several time zones, a schedule on a schedule policy can run using one of the following time zones:

  • CommServe time zone

    For example, a job schedule configured to run on the first Monday of every month at 4:00 PM on the CommServe computer's time zone will run as follows for the associated clients in 3 different time zones:

    Component Time Zone Local time for the schedule
    CommServe: New York Eastern Standard Time (US & Canada) 4:00 PM EST
    Client Computer A: Chicago Central Standard Time (US & Canada) 3:00 PM CST
    Client Computer B: Salt Lake City Mountain Standard Time (US & Canada) 2:00 PM MST
    Client Computer C: Los Angeles Pacific Standard Time (US & Canada) 1:00 PM PST
  • Client computers time zones

    For example, a job schedule associated with 3 clients, spread across 3 different time zones and configured to run on the first Monday of every month at 4:00 PM will run as follows:

    Component Time Zone Local time for the schedule
    CommServe: New York Eastern Standard Time (US & Canada) 4:00 PM EST
    Client Computer A: Chicago Central Standard Time (US & Canada) 4:00 PM CST
    Client Computer B: Salt Lake City Mountain Standard Time (US & Canada) 4:00 PM MST
    Client Computer C: Los Angeles Pacific Standard Time (US & Canada) 4:00 PM PST
  • Other specific time zone

    For example, a job schedule associated with 3 clients, spread across 3 different time zones and configured to run on the first Monday of every month at 4:00 PM Mountain Standard Time will run as follows:

    Component Time Zone Local time for the schedule
    CommServe: New York Eastern Standard Time (US & Canada) 6:00 PM EST
    Client Computer A: Chicago Central Standard Time (US & Canada) 5:00 PM CST
    Client Computer B: Salt Lake City Mountain Standard Time (US & Canada) 4:00 PM MST
    Client Computer C: Los Angeles Pacific Standard Time (US & Canada) 3:00 PM PST

Steps

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. From the Tasks section of the <Schedule Policy> dialog box, select the schedule and click Edit.
  4. From the <Schedule Policy Type> Options dialog box, click Options.

    You may need to scroll to the bottom of the dialog box to see the Options button.

  5. From the Advanced Schedule Options dialog box, choose the time zone from the Time Zone list:
    • To run schedules based on the CommServe time zone, select CommServe Time Zone.
    • To run schedules based on the time zone associated with the client computers, select Client Time Zone.

      Client Time Zone is available for data protection schedule policies.

    • To run schedules based on a specific time zone, select the desired time zone.
  6. Click OK to close the Advanced Schedule Options dialog box.
  7. Click OK to close the <Schedule Policy Type> Options dialog box.
  8. Click OK.

Deleting a Schedule from a Schedule Policy

Use the following steps to delete a schedule from a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. From the Tasks section of the <Schedule Policy> dialog box, select the schedule and then click Delete.
  4. Click Yes to confirm deletion.
  5. Click OK.

Run a Schedule from a Schedule Policy On Demand

You can run a schedule from a schedule policy on demand. This allows you to immediately run a job on pre-defined settings.

Use the following steps to run a schedule on demand:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and then click Run Immediately.
  3. From the Select a Schedule dialog box, select the schedule to run and click OK.
  4. You can view the scheduled job running immediately in the Job Controller.

Decoupling a Schedule from a Schedule Policy

You can decouple a schedule from a schedule policy. When decoupled, the schedule becomes an independent schedule. If a schedule is decoupled, all of the schedules related to the backup set or subclient associated to that particular schedule policy will also be decoupled.

You cannot decouple a schedule that has an association at the client computer group or client level.

  1. From the CommCell Browser, right-click the <CommServe> and then click View | Schedules.
  2. From the Schedules window on the right pane, right-click the <Schedule Policy> and click Decouple.
  3. Click Yes to confirm decoupling.

Managing Schedule Policies

Viewing a Schedule Policy

View a summarized version of all of the schedule policies created within a CommCell from the Schedule Policies tab.

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. All existing schedule policies are displayed in the right pane in the Schedule Policies tab.

Modifying a Schedule Policy

Once a schedule policy is created, you can modify the following:

  • Schedule policy name
  • Description attached to a schedule policy
  • CommCell entity associations
  • User groups association

Use the following steps to modify an existing schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. From the <Schedule Policy> dialog box, perform the required modifications and then click OK.

Configuring Alerts for a Schedule Policy

Add alerts to a schedule policy to generate automatic notifications when the jobs associated with the schedule policy meet the criteria selected for the alert. For information on the alert criteria available for job types, see Alerts and Notifications - Available Alerts - Job Management.

Use the steps given below to configure alerts for a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. Click the Alert tab and click Add Alert.
  4. From the Add Alert Wizard dialog box, select the required threshold and notification criteria and click Next.
  5. Select the notification types to use and click Next.
  6. Select the recipients and click Next.
  7. Click Finish.
  8. Click OK.

Configuring User Security for a Schedule Policy

By default, schedule policies can be viewed by all CommCell users and managed by users with administrative privileges. You can configure a schedule policy to be available for selected user groups. This mechanism prevents other users from viewing, running or modifying a schedule policy.

For a user to manage a schedule policy, the user must belong to a user group with the required capabilities to access and control these policies. For information on creating a user group with schedule policy associations, see Associating CommCell Objects to a User Group and Capabilities and Permitted Actions (by Feature).

Use the steps below to associate one or more user groups to a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Edit.
  3. From the <Schedule Policy> dialog box, click the Security tab.
  4. From the Available Groups pane, select the user groups to associate with the schedule policy, and then move the user group to the Associated Groups pane.
  5. Click OK.

Deleting a Schedule Policy

Use the following steps to delete a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Delete.
  3. Click Yes to confirm deletion.

Cloning a Schedule Policy

Clone a schedule policy to create an exact duplicate of an existing policy. Once created, you can edit the properties of the policy, as necessary.

  • By default the cloned schedule policy is disabled and can be enabled after making modifications.
  • You must configure new alerts after cloning a schedule policy. The associated alerts are not replicated during the cloning process.

Use the steps given below to clone a data protection schedule policy. You can use similar steps to clone schedule policies.

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Clone.
  3. Type a name for the clone in the Name box.
  4. Type an appropriate description in the Description box.
  5. Click the Associations tab.
  6. Select the client computer or client groups you want to associate with the schedule policy.
  7. Click OK.

Enabling or Disabling a Schedule Policy

New schedule policies are enabled by default. You can disable them at any point. Cloned schedule policies are disabled by default.

Use the following steps to enable or disable a schedule policy:

  1. From the CommCell Browser, navigate to Policies | Schedule Policies.
  2. From the Schedule Policies pane on the right, right-click the <Schedule Policy> and click Enable or Disable.

Viewing Jobs Associated with a Schedule Policy

Use the following steps to view a list of jobs that were run for the schedule:

  1. From the Home tab of the CommCell Console toolbar, click Scheduler.
  2. Double-click a particular day in the Monthly tab to see the schedules.
  3. Right-click the <Schedule Policy> for which you want to see the associated jobs and click View Jobs.
  4. From the Backup History Filter dialog box, click OK.
  5. You can view the jobs associated with the schedule policy in the Backup Job History window.

    Minimize the Scheduled Job window to view the associated jobs in the Backup Job History window on the right pane.

Related Reports

Job Schedule Report

The Job Schedule Report provides a list of all the scheduled operations based on the selected filter conditions.

Use the following steps to run a Job Schedule report:

  1. From the CommCell Console menu bar, select the Reports tab, and then click the Schedule button.
  2. In the Report Selection dialog box, select the options to customize the report from the tabs.
  3. Click Run.

Command Line Operations

Running Schedules

You can schedule jobs from the command line by:

  • Using qcommands

    • Use the qmodify command to associates or dissociates a given schedule from a client, iDataAgent, instance, backup set or subclient. For details, see qmodify schedule policy.
  • Using the Save As Script

    You can select the necessary options from the CommCell Console and save them as a script file, which can later be executed from the command line using the qoperation execute command.

List All Schedule Policies in the CommCell

  1. Download the all_sched_policy_associations.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder:

    qoperation execute –af all_sched_policy_associations.xml

List Schedules and Schedule Policies from Different CommCell Levels

You can send a request to get the schedules and schedule policy details at the following levels:

At the CommCell Level

  1. Download the schedules_commserve_level.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder after substituting the parameter values.

    qoperation execute –af schedules_commserve_level.xml

At the Client Level

  1. Download the schedules_client_level.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder after substituting the parameter values.

    qoperation execute –af schedules_client_level.xml -clientName xxxxx

At the Backup Set Level

  1. Download the schedules_backupset_level.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder after substituting the parameter values.

    qoperation execute –af schedules_backupset_level.xml -appName xxxxx -clientName xxxxx -backupsetName xxxxx

At the Subclient Level

  1. Download the schedules_subclient_level.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder after substituting the parameter values.

    qoperation execute –af schedules_csubclient_level.xml -appName xxxxx -clientName xxxxx -backupsetName xxxxx -subclientName xxxxx

Available Command Parameters

When sending the request for a specific CommCell level, you may need to specify the following parameters:

Parameter Description and Parameter Values
clientName Name of the client computer.
appName Name of the Agent. For example, 'File System' for the Windows or Unix File System Agent.
backupsetName Name of the backup set. If the backup set name is not specified in the command query, the default backup set is used by default.
subclientName Name of the subclient.

You can also set filters in the XML files to display specific schedule/schedule policy details. In the XML files provided above, the schedules, isCalendar and policy filters are provided by default:

<filter schedules="1" isCalendar="0" policy="1">

The following table lists all available filter parameters that you can define in the XML file, which you can enable or disable by setting them to '1' or '0' respectively:

Parameter Description
automaticSchedules Filter to display only automatic schedules.
EZPolicyFilter Filter to display only EZ schedules.
isCalendar Filter to display the schedule details in calendar view.
isSRMReports Filter to display only SRM report schedules.
otherReports Filter to display report schedules other than SRM report schedules.
policy Filter to display schedule policy associations.
savedReports Filter to display only schedules from saved reports.
schedules Filter to display schedule associations.

List the Details for a Schedule or Schedule Policy

  1. Download the schedule_details.xml file and save it on the computer from where the command will be executed.
  2. Execute the following command from the <Software_Installation_Directory>/Base folder after substituting the parameter value.

    qoperation execute –af schedule_details.xml

Available Command Parameters

When sending the request for a specific schedule or schedule policy, you need to specify the following parameter:

Parameter Description and Parameter Values
taskId The task ID for the schedule or schedule policy.