This page provides the following topics:
Policies and Services
Getting Started with Policies
Service plans are collections of services, which are, in turn, collections of policies. Service plans and services are containers for policies, which include all of the settings and application rules for the level of service you provide to each of your customers. You can create services containing the policies you require, and then group those services into a service plan.
Policies and Services
Services and policies are defined as:
Service
A collection of policies that together provide a specific service for your customer. For example, you may have a Windows Server service that provides patch management, monitoring, reporting, and maintenance tasks for Windows Servers.
Policy
A collection of settings and automatic application rules that perform an action, such as baseline monitoring for Windows workstations, or critical and security patching for servers. The following are the policy types: monitoring, automation, patching, reporting, Support Assistant, Avast Antivirus, Intronis Backup, Microsoft Defender AV, Advanced Software Management, and Barracuda Content Shield. Barracuda RMM includes default policies for each policy type.
If you choose to create a service plan or modify an existing one, you should first understand each policy type in Barracuda RMM. The following table lists the six types of policies available, with a description and example of each.
Policy Type | Description | Example |
Automation | A script or script package that runs an automated task. | The Microsoft Exchange Server Maintenance policy reports on server database stats and health, determines if any messages are stuck queueing, and provides a warning if an SSL is due to expire or has expired. |
Avast Antivirus | A group of settings that determine which aspects of Avast Antivirus are enabled. | The Server AV Policy prevents automatic updates and reboots on servers and includes automatic application rules to deploy the policy to both member and standalone servers. |
Content Shield | A group of settings that alerts you when Barracuda Content Shield thresholds are met. | |
Intronis Backup | A group of settings that determines how Intronis backups are performed and what is included. You can also add alerts, similar to monitoring policies. Two types of policies are available: File and Folder and Physical Imaging. | The Windows Server Files and Folders policy defines default settings for files and folders backup operations on Windows Servers. |
Microsoft Defender AV | A group of settings that defines certain behavior for Microsoft Defender. | The Default Microsoft Defender AV policy defines default settings for virus and threat protection, scans and virus definition updates, and alerts for Microsoft Defender incidents. |
Monitoring | A collection of monitors and associated alert rules for a specific application, operating system, or hardware device. | The Microsoft Windows Servers (Enhanced) policy provides core Windows server monitoring on Windows Update, service failures, disk failures, file system failures, network failures, and event log issues. |
Advanced Software Management | A group of patch management settings for third party applications, including scan frequency, execution schedule options, and the approval groups to which the patching policy will be assigned. | The Default Advanced Software Management policy downloads and installs third party application patches that have been approved. |
Patching | A group of patch management settings, including detection frequency, automatic update options, and the approval groups to which the patching policy will be assigned. | The Microsoft Windows Server Patching policy downloads and installs all Windows Server critical and security patches. |
Reporting | A collection of reports (both default and custom), the schedule on which the reports will run, and email and formatting options. | The Monthly Report policy includes a list of common reports, such as Executive Summary and Work Completed Summary, as well as a report execution schedule and recipient information. |
Support Assistant | A collection of Support Assistant customizations, including the context menu items, branded mes- sages, notification area icons. | The Microsoft Windows Workstation Tray Profile policy deploys and configures the Support Assistant Tray Profile to each Windows desktop and laptop. |
Getting Started with Policies
You can browse the policies available in Barracuda RMM to gain an understanding as to what is currently available. You can modify these policies by copying them and modifying the copy, or you can create policies that reflect your unique service offerings.
The following table provides more help for creating each policy type:
For more information about viewing, modifying, and creating: | go to: | or click: |
|---|---|---|
Automation policies | Service Delivery > Policies > Automation | |
Avast Antivirus policies | Service Delivery > Policies > Avast Antivirus | |
Barracuda Content Shield policies | Service Delivery > Policies > Content Shield | |
Microsoft Defender AV policies | Service Delivery > Policies > Microsoft Defender AV | |
Intronis Backup policies | Service Delivery > Policies > Intronis Backup > Files and Folders Service Delivery > Policies > Intronis Backup > Physical Imaging Standard | |
Monitoring policies | Service Delivery > Policies > Monitoring | |
Patching policies | Service Delivery > Policies > Patching | |
Support Assistant policies | Service Delivery > Policies > Support Assistant |
For more information about reporting policies, go to Service Delivery > Policies > Reporting , or see Creating Report Policies .