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Backup policies

The Backup interface has been rebuilt to match the rest of Automate. Your policies, your data and your schedules are unchanged. This is a change to the interface, not to how Backup works.

From Backup V1.17 (11 November 2026), each policy also says which storage bucket its backups go to, and assigning policies has moved into the new interface.

The policies table

Before

The previous policies table

After

The rebuilt policies table

Column Shows
Active A toggle for whether the policy is running
Policy name The name you gave it
Policy type User or Shared Drive
Description The description you gave it
Coverage What the policy applies to
Actions Edit policy, View assignments, Delete policy

A policy count is shown in the top right of the table.

Searching and sorting

Search across policy names and descriptions. Sort by newest first, oldest first, A to Z, Z to A, active or inactive.

Opening a policy

Select the row, or choose Edit policy from the actions menu. Both open the policy details.

Deleting a policy

Choose Delete policy from the actions menu and confirm at the dialog.

When a policy changes

  • Adding a data type, for example adding Drive to a mail-only policy, starts a bulk backup of the new type. Existing types carry on incrementally.
  • Removing a data type means that data is purged once the previous policy's retention period expires.
  • Changing the storage bucket does not restart backups. Data already backed up stays in the bucket it was written to, and restoration reads the bucket from the backup itself. See Creating and editing a backup policy.

Common questions

I cannot save a policy

See Troubleshooting Backup Policy Errors.

Assigning a policy

Creating a policy does not protect anything on its own. It has to be assigned. Assigning Backup policies to organisational units, Smart Teams and shared drives has moved into the modern Automate interface, on the Assign policies page. It works the same as before. See Assign a backup policy.

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