The Infrascale service module includes two default configuration policies:
- The Server Backup Configuration Policy is the default Infrascale - Baremetal Backup policy, and defines the default settings for bare metal backups.
- The Workstation Backup Configuration Policy is the default Infrascale - File and Folder Backup policy, and defines the default settings for file and folder backups.
You can use these default configuration policies, or you can customize the settings to suit your needs. You can also create your own Infrascale service module configuration policies.
To apply Infrascale Configuration Policies, you can create automatic inclusion rules or manual inclusion rules to define the criteria a device must meet to be included. For more information on automatic inclusion rules, see Creating Automatic Inclusion Rules for Monitoring Policies. For more information on manual inclusion, see Applying a Monitoring Policy to a Group or Device.
Customizing the Default Infrascale - Baremetal Backup Policy
The Server Backup Configuration Policy is the default Infrascale - Baremetal Backup policy, and specifies settings such as which disk volumes to protect, the schedule for creating local images and where to store them, and options for protecting disk images.
- In Service Center, click Configuration > Service Modules.
- Click the Infrascale link.
- In the Policies section, click the Server Backup Configuration Policy link.
- Click the Settings tab.
- Click Modify.
- In the General area, select the disk volumes to protect by selecting one of the following from the drop list:
- System drive
- All drives
- Other drive letters. If you select this option, type the drive letters in the Other drive letters box. When adding multiple drive letters, separate them with a semi-colon.
- In the Local Image Creation Schedule area, select the day of the week and the time. To select from a list of hourly times, click the clock icon.
In the Max Image Split Size box, specify the maximum size, in MBs, in which to break up the local image.
Next, specify where to save disk images once they are created. You can’t save on the same computer. Specify another computer on the network.
- In the Folder for disk images box, specify the folder on which to save the disk images.
- In the PC or domain user box, specify the computer or domain user on which to save the disk images.
In the User password box, type the computer password.
- From the Encryption algorithm list, select the type of encryption to apply.
- In the Password for disk images box, type the password, and then retype in the Confirm disk image password box.
- In the Frequency Timing area, select whether disk images are backed up to the cloud on an hourly, daily, weekly, or monthly basis.
- Depending on your frequency selection, specify the number of hours for the hourly frequency, the time, day of week, or day of month. For example, selecting an hourly frequency, and then selecting 2 from the Every list results in the cloud backups occurring every 2 hours. Selecting a monthly frequency, and then selecting 15 from the Day number list results in cloud backups occurring on the 15th of every month.
- In the End Time box, enter the time or click the clock icon to select a time for the backup to complete.
From the Retention Category list, select one of the following retention policies:
- Replicate — Any changes in a folder, including when files are added, modified, or deleted, are reflected in the cloud backup.
- Forever Save — Everything is saved forever, with no automated or scheduled deletion of data.
- Archive — Used for archival situations as when documents are scanned and moved into specific folders for the sake of compliance.
- Time-Limited Backup — Files are backed up to the cloud, but they are only kept for a specified number of days before being deleted from local machine storage. The timer resets if a new version of the file is backed up.
- Cloud Time-Limited Backup — Files are backed up to the cloud, but they are only kept for a specified number of days before being deleted from the server. This timer resets if a new version of the file is backed up.
The next step is Applying the Infrascale Configuration policies.
Customizing the Default Infrascale - File and Folder Backup Policy
Before adding this policy to a device, the device needs to have the Infrascale Data Protection Cloud (DPC) for Service Module policy applied. If the device doesn’t have the DPC policy applied, the information about the device may not be correct.
The Workstation Backup Configuration policy is the default Infrascale - File and Folder Backup policy, and defines the settings for file and folder backups on managed workstations or servers, including which files and folders to back up, the types of files to scan, whether to email a report after backup completes, and the schedule for sending disk images to the cloud.
The following folders are not scanned for files to back up:
- C:\$Recycle.Bin
- C:\Program Files
- C:\Program Files (x86)
- C:\Program Files (x86)\Online Backup and Recovery Manager
- C:\ProgramData\Microsoft
- C:\ProgramData\Microsoft\Windows
- C:\ProgramData\Online Backup and Recovery Manager
- C:\Temp
- C:\Temp\Online Backup and Recovery Manager
- C:\Windows
- all hidden files
The following locations, which are all in the C:\Users folder, are not backed up:
- C:\Users\[user name]
- C:\Users\[user name]\AppData\Local\Microsoft\Internet Explorer\DOMStore
- C:\Users\[user name]\AppData\Local\Microsoft\Windows Mail\Stationery
- C:\Users\[user name]\AppData\LocalLow\Microsoft
- C:\Users\[user name]\AppData\Roaming\Microsoft
- In Service Center, click Configuration > Service Modules.
- Click the Infrascale link.
- In the Policies section, click the Workstation Backup Configuration Policy.
- Click the Settings tab.
- Click Modify.
- In the Global Settings area, specify the files to back up, by setting the following:
- To prevent backups to files that were modified before a specific date, select the Do not backup files modified before checkbox, and then either type the date or click the calendar icon to select a date.
- To set a maximum size limit to file backups, select the Do not backup files larger than, MB checkbox, and then type the maximum file size, in MBs, in the box.
- To set a minimum size limit to file backups, select the Do not backup files smaller than, KB checkbox, and then type the minimum file size, in KBs, in the box.
In the Scan Type list, hold down the Ctrl key and click each file type you want to scan.
- To specify a type of file to include in the scan, select the Custom checkbox and type the file extension in the box. Do not include an asterisk or a period before the file type. For example, to include .zip files, type “zip”. You can separate file types using a space( ), a comma(,), or a semi-colon (;).
- In the Frequency Timing area, select whether disk images are backed up to the cloud on an hourly, daily, weekly, or monthly basis.
- Depending on your frequency selection, specify the number of hours for the hourly frequency, the time, day of week, or day of month. For example, selecting an hourly frequency, then selecting 2 from the Every list results in the cloud backups occurring every 2 hours. Selecting a monthly frequency, and then selecting 15 from the Day number list results in cloud backups occurring on the 15th of every month.
- In the End Time box, enter the time or click the clock icon to select a time for the backup to complete.
- To specify folders that you always want to scan, select the Included folders checkbox, and type the folder path in the box.
- To specify files that you always want to scan, select the Included files checkbox, and type the file names in the box.
- To specify folders that you always want to exclude, select the Excluded folders checkbox, and type the folder path in the box.
To specify files that you always want to exclude, select the Excluded Files checkbox, and type the file names in the box.
The next step is Applying the Infrascale Configuration policies.
Creating an Infrascale Service Module Configuration Policy
You can create your own Infrascale configuration policies in addition to the two that are provided with the service module. This can be helpful if you offer varying service level agreements to your customers, and you want to create policies for each SLA. It can also be helpful if you want to back up certain files or folders for one client that don’t need to be backed up for another.
- In Service Center, click Configuration > Service Modules.
- Click the Infrascale link.
- Scroll down to the Policies section, and click Add.
- From the list that appears, do one of the following:
- To create a file and folder backup configuration policy for workstations, click Infrascale - File and Folder Backup.
- To create a bare metal backup configuration policy for servers, click Infrascale - Bare metal.
The next step is Applying the Infrascale Configuration policies.