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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.

The policies table

Before

After

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.

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. Assignment is unchanged in this release, so see Assign a backup policy.

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