Create Policies

Quest Backup Reporter allows you to create policies that specify how backups should be run. Quest Backup Reporter then reports any violation of these policies.

Note: Quest Backup Reporter is a reporting utility only. It does not run backups, change data source parameters, change RMAN parameters, or otherwise affect the behavior of RMAN. You must perform your backups outside of the Quest Backup Reporter.

Quest Backup Reporter comes with a default policy called “Default”. The default policy cannot be modified. Although the Default policy provides an adequate default, we recommend you create additional policies to meet your needs.

You can create multiple policies. For example, you may have production data sources that are critical and require daily incremental and weekly full backups while having test data sources that require only monthly full backups. You can create two policies, such as “Production” and “Test,” with different parameters. Assign your data sources to the appropriate policy.

Each data source is assigned to a single policy. Quest Backup Reporter reports violations of the selected policy.

Note: You can change policy assignments as needed. See Change Policy Assignments for more information.

To create new policies

1. Select the Policies tab.
2. Select Policy | Create New Policy.
3. Customize the display settings:

Name	Enter a user-identified name. Note: We suggest you use a policy name that reflects your backup strategy.
Retention	Enter the frequency and number of backups.
Full Backups	Select appropriate checkboxes and enter parameters. You can enable or disable any parameter.
(Full) Incremental Backups	Select appropriate checkboxes and enter parameters. You can enable or disable any parameter
Other Incremental Backups	Select appropriate checkboxes and enter parameters. You can enable or disable any parameter
Archived Log Backups	Select appropriate checkboxes and enter parameters. You can enable or disable any parameter
Performance	Enter performance-related parameter.

4. Click Create.

Tips:

• To edit a policy, select it and click Edit. You cannot edit the default policy.

• To delete a policy, select it and click Delete.

  Note: You cannot delete policies that have assigned data sources. Reassign the data source to another policy prior to deleting the policy.