Storage Policy - Advanced

Table of Contents

Overview

The following tables describes different types of storage policies:

Storage Policy Type Description
Standard This storage policy will be used for following operations:
  • Backup and Restore - All the subclients associated with any iDataAgent will use a standard storage policy to perform backup and restore operations.

    The standard storage policy can be used for full backups, incremental backups, and differential backups.

  • Archiving and Recovery - All the subclients associated with any data archiver will use a standard storage policy to perform archiving and recovery/retrieval of archived data.
Incremental This storage policy will be used for following operations:

Incremental and Differential Backups - All the subclients associated with any iDataAgent can use an incremental storage policy to perform incremental and differential backups.

Disaster Recovery Backup This storage policy will be used for following operations:

Disaster Recovery Backup and CommServe Disaster Recovery

The software stores all information for the CommCell in a SQL database, and in the Windows registries. It is critical to be able to retrieve this information in the case of a disaster or system failure. This metadata and Windows registry data are backed up during a Disaster Recovery Backup.

Creating the Disaster Recovery Backup Storage Policy

A default Disaster Recovery Backup storage policy [CommServeDR (host name)] is automatically created when the first library in the CommCell is configured. It writes the Disaster Recovery Backup data to the media, and its default retention period is defined as 60 days and 60 cycles. You can change the properties of the default  Disaster Recovery Backup storage policy.

You can create as many Disaster Recovery Backup storage policies as needed. Follow the steps given below to create a Disaster Recovery Backup storage policy:

  1. From the CommCell Browser, expand Policies.
  2. Right-click Storage Policies, and then click New Storage Policy.
  3. Select CommServe Disaster Recovery Backup.
  4. Click Next and follow the instructions in the Create Storage Policy page.

Configurable Properties

After creating a storage policy you can configure it. The following sections describe various configurable properties of a storage policy.

Changing the Name of a Storage Policy

After creating a storage policy, you can change it's name as follows:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. In the Storage Policy Name box, type a name for the storage policy.
  4. Click OK.

Specifying the Device Streams

You can specify the number of streams available to perform backup or restore operations for all the subclients which use the storage policy. The number of data streams is the same for all the copies in the storage policy. You cannot change the number of data streams for individual copies. Follow the steps given below to specify the number of streams:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. In the Device Streams box, type the number of available streams.
  4. Click OK.

You can change the number of data streams only if any backup data is not associated with the storage policy. If a subclient associated with a storage policy is configured to use multiple streams, the number of streams for the storage policy must be greater than or equal to number of streams defined for the subclient.

Enabling Stream Randomization

When a storage policy is configured to use more than one data stream, it is important that the data streams are equally used. If you enable the stream randomization feature, the system chooses the data streams randomly. This increases the rate of data transfer by copying data from different streams in parallel.

Follow the steps given below to enable stream randomization:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Select the Enable Stream Randomization check box.
  4. Click OK.

You configure the tuning parameters to evenly distribute the data across all the streams. You can specify the interval to check the data size in the streams and the threshold to decide data distribution among the streams. Refer to Tunable Parameters for more information on tuning stream randomization.

Caching Resource Reservations

In a large CommCell with a high number of daily backup jobs, the CommServe will have many requests to allocate backup resources, which might lead to delays. For example, a SQL subclient might be configured to perform frequent log backups daily, and be delayed while waiting for resources to be allocated. By configuring the associated storage policy to optimize the resource allocations in such scenarios, backups will no longer have to wait to find an available resource, increasing the overall job completion rate.

  1. Locate the storage policies where you want to reserve resources for backup jobs.
  2. From the CommCell Browser, expand Policies | Storage Policies.
  3. Right-click the appropriate storage policy, and then click Properties.
  4. Click the Keep resource reservation cached for jobs on this storage policy check box, to enable resource reservation cache for the backup jobs.

    To disable, clear the Keep resource reservation cached for jobs on this storage policy check box.

  5. Click OK.

Hiding a Storage Policy

You can hide inactive storage policies. This will simplify the storage policy management and report generation in a large CommCell. Storage policies with infinite or long-term retention can be hidden, which reduces the risk of accidentally removing important information.

Before hiding a storage policy, ensure that no subclients are associated with the storage policy. Once a storage policy is hidden, you cannot associate it with a subclient. 

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Select the Hide Storage Policy check box.

    If one or more subclients are associated to this storage policy, a message appears that tells you to re-associate all subclients to another storage policy.

  4. Click OK.

Enabling an Incremental Storage Policy

You can create a standard storage policy for all the Full backups and an incremental storage policy for incremental and differential backups. This configuration has following advantages:
  • You can reduce the backup window
  • You can utilize storage resources efficiently
  • You can perform a synthetic full backup using an alternate MediaAgent (one other than the MediaAgent used for the Primary backup).

The illustration in below image demonstrates this configuration.

For example: Subclient A is backed up using a storage policy A. The storage policy A has the incremental storage policy option enabled and Storage policy B is selected as incremental storage policy. Hence, the full backup uses a storage policy A that backs up to a tape library. The incremental and differential backups use a storage policy B that backs up to disk media.

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Select the Incremental Storage Policy check box, to enable the incremental storage policy.

    If you are enabling the incremental storage policy, select a storage policy from the list of storage policies.

    The selected storage policy will be used for performing incremental and differential backups.

  4. Click OK.

Enabling Legal Hold

Legal Hold is the process used by an organization to identify and segregate relevant data found during a data discovery operation and preserve them for a long term for legal purposes. For example, you can use Legal Hold to preserve relevant information of any pending or anticipated litigation or of any routine investigation for a long retention time.

In order to perform a legal hold, you need to enable legal hold for a storage policy. For more information, refer to Legal Hold.

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Select the Enable this Storage Policy for Legal Holds check box.
  4. Click OK.

Copy Precedence

When a copy is configured, the system automatically assigns it a copy precedence number.

By default, the software attempts browse and restore operations from the storage policy copy with the lowest copy precedence. If the data that you want to restore is not available on the copy with the lowest copy precedence, the software will search for the requested data from a copy with the lowest copy precedence number to copy with the highest copy precedence number.

Changing the Precedence of a Copy

If the media for the copy with the lowest precedence is offsite, damaged, or if hardware resources are unavailable, then you can change the copy precedence of a copy.

To view and change the precedence of a copy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Click the Copy Precedence tab.
  4. Select the copy for which you want to change the precedence.
  5. Click to increase the precedence of the selected copy.

    Click to decrease the precedence of the selected copy.

  6. Click OK.

Restoring Data from a Specific Copy

You can restore data from a specific storage policy copy (Synchronous Copy or Selective Copy). If data does not exist in the specified copy, the restore operation fails even if the data exists in another copy of the same storage policy.

SnapProtect restores data from the snapshot copy, regardless of the precedence order defined in a storage policy. To perform a restore from a backup copy, you must manually select the copy precedence of the backup copy during the browse and restore operation.

To restore the data from a specific storage policy copy:

  1. From the CommCell Browser, click Client Computers | File System.
  2. Right-click the <Backup set> that contains the data you want to restore, point to All Tasks and then click Browse and Restore.
  3. In the Browse and Restore Options dialog box, click View Content.
  4. In the  Client: client name window, select the data to be restored and click Recover all Selected.
  5. In the Restore Options for All Selected Items dialog box, select the appropriate settings, and then click Advanced.
  6. In the Advanced Restore Options dialog box, select the Copy Precedence tab, and select the appropriate settings:
    1. Select the Restore from copy precedence check box.
    2. In the Copy Precedence box, type the appropriate copy precedence value.
    3. Click OK.
  7. Click OK.

Associating Subclients to a Different Storage Policy

You can view all the subclients associated with a storage policy and re-associate required subclients to a different storage policy.

You must re-associate all the subclients for a storage policy to a different storage policy in the following scenarios:

  • You want to hide a storage policy
  • You want to delete a storage policy

Follow the steps give below to view the list of all the subclients associated with a storage policy and then re-associate them to a different storage policy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Click the Associated Subclients tab.

    The list of all the subclients associated with the storage policy is displayed.

  4. Select a subclient and click Re-Associate.

    If you want to re-associate all the subclients to the same storage policy, click Re-Associate All.

    The Storage Policy List dialog box appears.
  5. From the Select storage policy to which all the subclients will be associated list, select a storage policy that you want to assign to the selected subclient(s).
  6. Click OK.
  7. In the Storage Policy Properties: <Storage Policy Name> dialog box, click OK.

    A message appears that tells you to convert the next backup operation to full.

  8. Click OK.

Viewing Clients and Subclients That Are Associated with a Storage Policy

To view clients and subclients associated with a storage policy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, and then click Properties.
  3. Click the Associated Subclients tab.

    The Clients, Subclients, Backup Sets, and so on, associated with a Storage policy is displayed.

  4. Click OK.

Associating Users to a Storage Policy

You can associate specific users or user groups to a storage policy. The associated users can view and use the storage policy for backup and restore operations. The storage policy will not be available for other users. Follow the steps given below to associates users to a storage policy:

  1. Ensure you have a User Group configured with Storage Policy Management capability.

    To configure user group and assign capabilities, see Managing User Groups for instructions.

  2. From the CommCell Browser, expand Policies | Storage Policies.
  3. Right-click the appropriate storage policy, and then click Properties.
  4. Click the Security tab.

    The list of all the available groups is displayed.

  5. From the Available Groups list box, select the Group(s) you want to associate with the Storage Policy.
  6. Click Add to move the Group(s) to the Associated Groups list box.
  7. Click OK.

Enabling Passwords for Media That Are Associated with the Storage Policy

By default, the CommServe Level Media Password is used to access the data residing on media used by the system for a storage policy. You can prevent unauthorized access to this data by enabling a password for a Media Associated with the Storage Policy.

If you password protect the media associated with a Disaster Recovery Backup storage policy, it is essential that you record this password. In certain disaster recovery scenarios, it may be necessary to read your backup data directly from the media.

  1. From the CommCell Browser, navigate to Policies | Storage Policies.
  2. Right-click the <Storage Policy> and select Properties.
  3. Click the Advanced tab.
  4. Click the Enable Storage Policy Level Media Password check box and then click the Change Media Password check box.
  5. Type the new media password in the Enter New Media Password box and the Confirm New Media Password box.
  6. Type the CommServe media password in the Enter Old Media Password dialog box.
  7. Click OK.

Designating a Time Zone for a Storage Policy

Storage policies, and all subsequent storage policy copies, automatically inherit the CommServe's defined time zone. If your environment has a storage policy for clients in a different time zone than the CommServe, you should define a specific time zone for the storage policy.

You can designate the following time zones for a storage policy; they are:

  • CommServe's Time Zone (default setting)
  • Client Computers' Time Zones
  • Storage Policy Time Zone

Data aging operations prune data according to the time zone of the associated storage policy. Changing the time zone can cause a data aging job to prune data at an earlier or later time.

For example: A storage policy's designated time zone is defined as Eastern Standard Time (US and Canada), and several backup jobs are set to be pruned on October 31st. If the storage policy's time zone is changed to Eastern Standard Time (Australia), the jobs will still be pruned on October 31st; however, they will be pruned a day earlier.

Follow the steps given below to designate a time zone for a storage policy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy and then click Properties.
  3. Click the Advanced tab.
  4. Select a time zone from the Time Zone list.
  5. Click OK.

Viewing Jobs That Are Associated with a Storage Policy

You can view all the backup jobs associated with a storage policy as follows:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, point to View, and then click Jobs.
  3. Click OK on the Job Filter for Storage Policy: <Storage Policy> dialog box.

    The list of jobs, associated with the storage policy, appears in the right-pane of the CommCell Browser.

    You can perform following operation or view following details by right-clicking any job from the list.

    • Browse the data backed up during the job
    • Find a specific data from the job
    • Items that failed during the job
    • Items that succeeded during the job
    • Details of the job
    • Events of the job
    • Log files of the job
    • Media associated with the job

Viewing Schedules That Are Associated with a Storage Policy

You can view the jobs scheduled for the copy as follows:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy and select View | Schedules.
  3. A list of jobs scheduled for the copy is listed in the right pane of the CommCell browser.

Running an Auxiliary Copy to Make Copies

A primary copy is created by default when you create a storage policy. All the backup data is stored in the primary copy by default. You can create additional copies of the backup data by performing an Auxiliary Copy operation.

For more information about the Auxiliary Copy operation, refer to Auxiliary Copy - Getting Started.

Enabling Content Indexing for a Storage Policy

If the Content Indexing engine is installed in the CommCell, you can enable and configure content indexing for a storage policy. For more information, refer to Configuration - Search Engine.

Enabling Backup Copy

Backup copy is the process of moving snapshots to backup media. It is useful for creating standby copies of data. In order to perform a backup copy operation, you must enable backup copy for the storage policy. For more information, refer to SnapProtect - Backup Copy Advanced.

Enabling Media Refresh

The media refresh operation is performed to consolidate data on a media and/or replace existing old media. You can set the criteria for performing Media Refresh operation for media associated with a storage policy. For more information, refer to Media Refresh.

Erasing Data from a Storage Policy

Data that has been backed up or archived can be permanently erased. The erased data will not be available for browsing and recovery. You can allow users to erase data from a storage policy if the Erase Data license is activated for the CommCell.

For more information, refer to Erase Backup/Archived Data.

Cloning a Storage Policy

Cloning enables you to create an exact duplicate of an existing policy. A cloned storage policy is identical to the original policy, except it does not retain the original associated subclients. This saves you the time of creating a new policy manually.

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the appropriate storage policy, point to All Tasks and click Clone.
  3. In the Clone Storage Policy test dialog box, type a name for the new storage policy, and then click OK.

    A new storage policy is created. It has all the properties of the existing storage policy. However, you must manually associate the subclients with the new storage policy.

Deleting a Storage Policy

You may decide to delete a storage policy in the following scenarios:

  • The data that was backed up through that storage policy is no longer required.
  • Data no longer exists on the storage policy and you have no plans to use it for future backup operations.

When you delete a storage policy, the associated data is logically deleted and you can no longer access the corresponding data from CommCell Console for recovery purposes.

Refer to the troubleshooting article on Recovering Data Associated with Deleted Clients and Storage Policies for information on how to recover data if you accidentally delete a storage policy.

Before deleting a storage policy, you must perform the following:

  • Re-associate all subclients of the storage policy to another storage policy.
  • Re-associate all the DDB subclients of the storage policy to another storage policy and perform the DDB backup job.
  • Ensure that any data aging, restore or auxiliary copy jobs are not running for the storage policy.

Deleting a Backup or Archive Storage Policy

Follow the steps given below to delete a standard storage policy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the <Storage Policy> and select All Tasks | Delete.
  3. Click Yes to the confirmation message.
  4. Type erase and reuse media.
  5. Click OK.

Deleting a Disaster Recovery Backup Storage Policy

A CommCell must have at least one Disaster Recovery storage policy. Before deleting a Disaster Recovery storage policy, perform the following:

  1. If the CommCell has only one Disaster Recovery storage policy, you must create a new Disaster Recovery storage policy.
  2. Update the DR Backup Settings.

Updating DR Backup Settings

If the CommCell has only one Disaster Recovery storage policy, you must create a new Disaster Recovery storage policy and then delete the existing Disaster Recovery storage policy.

After creating a new Disaster Recovery storage policy, you can update the Disaster Recovery Backup Settings for the CommCell as follows:

  1. From the CommCell Browser, right-click the CommServe icon, click Control Panel, and select DR Backup Settings.
  2. In the Back Up Metadata to this DR Storage Policy dropdown list, select the newly-created storage policy.
  3. Click OK.

Deleting a Disaster Recovery Backup Storage Policy

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the <Disaster Recovery Backup Storage Policy> and select All Tasks | Delete.
  3. Click Yes to the confirmation message.
  4. Click OK.

Deleting a Storage Policy That Has an Incremental Storage Policy Enabled

If you have enabled the Incremental Storage Policy option for a storage policy, perform the following:

  1. Disable the Incremental Storage Policy option.

    Keep in mind that when an incremental storage policy is de-associated from a storage policy, the most recent incremental backup may be pruned before the next full backup occurs.

  2. Re-associate all subclients of the storage policy to another storage policy
  3. Delete the Storage Policy

Disabling Incremental Storage Policy option

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the <Storage Policy> and select Properties.
  3. Clear the Incremental Storage Policy check box.
  4. Click OK.
  5. Click OK on the Force Full Backup - Confirmation dialog box.

The next backup for all the subclients associated with the storage policy will be a full backup.

You must re-associate all subclients of the storage policy to another storage policy.

Deleting the Storage Policy

Follow the steps given below to delete a standard storage policy:

  1. From the CommCell Browser, expand Policies | Storage Policies.
  2. Right-click the <Storage Policy> and select All Tasks | Delete.
  3. Click Yes to the confirmation message.
  4. Type erase and reuse media.
  5. Click OK.

Related Reports

Storage Policy Report

The Storage Policy Report displays information about storage policies in the CommCell, including properties for the storage policy, subclient associations, and source media. You can use the Storage Policy Report to review information related to storage policies that are available in the CommCell and their associated subclients. This report is useful if you need to know:

  • Properties and settings for a storage policy
  • Application and client information that is associated with each storage policy
  • User groups with rights to change retention periods
  • A list of hidden storage policies
  • Data retention definition information
  • A list of attributes for the media used by the secondary copy

Follow the steps given below to generate the storage policy report:

  1. On the CommCell Console menu bar, select the Reports tab, and then click the button for the report that you want to run.

    The Report Selection dialog box appears.

  2. From the Reports pane, select Storage Policy, and then click Run.

    The report appears in your default Web browser.

For more information, refer to Storage Policy Report.

Related Alerts

You can generate a 'Storage Policy' alert when the properties of a storage policy are modified or if there is an unauthorized attempt to alter the properties of a storage policy. Refer to Storage Policy for a list of Available Alerts.

Refer to Alerts and Notifications for comprehensive information on setting up Alerts.