How to create a backup policy

Create backup policies to be assigned to your Users and Shared Drives. 

  1. Select Backup from the main navigation menu and then select Create and Edit Policies in the sub menu,
  2. Select Create New Policy,
  3. On the Create Backup Policy screen, choose Policy Type to determine if the policy will be applicable to Users or Shared Drives 
  4. Enter a Policy Name,
    • Using an easy to understand name is recommended as it will make assigning and searching easier later. For example, “Backup Drive Only” gives you more information at a glance than “Backup 1”.
  5. You can also enter an optional Description,
    • Adding a description is recommended, especially to add extra information such as a custom retention period or if the policy is to be added to specific teams or departments (e.g. All Marketing).  
  6. Next, set whether the policy is enabled or not by enabling (orange pill box) or disabling (transparent pill box) the Backup Enabled setting.
    • Setting the policy as disabled will allow you to assign the policy to all the Organizational Units, Smart Teams and Shared Drives you want, and enable the policy at a later date.
    • On the Create and Edit Policies screen, you will see a green icon in front of enabled policies and a red icon in front of disabled policies.
  7. If you’re creating a policy for User backup, under Item Types, place a check in the Mail and / or Drive checkboxes to specify that you only want the enabled data types to be backed up for the relevant users.
  8. If you want to specify a custom retention policy for the specific Backup policy, enable the Set a custom retention period setting and set the new retention periods. 
    • These values will overwrite the default retention periods set as part of configuring the storage bucket.
  9. If you're creating a policy for Shared Drives, you can set the policy to be the default backup policy for all future Shared Drives by enabling the Set as default policy for new Shared Drives pill box.
  10. Select Save to confirm.
  11. The new policy will now appear on the Create and Edit Policies screen.
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