Manage backup templates
Templates are composed of backup policies. In policies, you can define when torun a backup, how frequently to run a backup, how long to retain the backupimage for (Days,Weeks,Months,Years), and also additionalconfiguration when the policy is applied to a different application, such as afile system, database, or VM.
Backup policy types include:
- Production to snapshot
- Snapshot to OnVault
- Production to mirror replication (StreamSnap)
- Direct to OnVault
- OnVault replication
Create a backup template
Use these instructions to create a backup template:
Click theBackup Plans tab and selectTemplates fromthe drop-down menu.
TheTemplates page opens.
ClickCreate Templates.
TheCreate Template page opens appears with a new (empty) backup template.
In theTemplate field, enter a name for the backup template. For thetemplate name, enter an alphanumeric text string. Spaces, underscores (_),and dashes (-) are allowed in a name. Don't include special characters.
In theDescription field, enter a brief description about thisbackup template.
To modify theALLOW OVERRIDES ON POLICY SETTINGS:
- ClickYes to allow selectedApp Manager advanced settings tooverride the settings specified in a backup plan policy's advanced settings.You can override policy settings in theApp Manager only if theALLOW OVERRIDES ON POLICY SETTINGS parameter is set toYes.
- ClickNo if you don't want to allow backup plan policy setting overridein theApp Manager.
Click either+(Plus) in the backup plan policy map or+Add in thePolicies section to add a backup policy. Backup policy includes:
- Production to snapshot
- Snapshot to OnVault
- Production to mirror replication (StreamSnap)
- Direct to OnVault
- OnVault replication
Enter aPolicy Name.
If appropriate for the policy type, specify the schedule type,WindowedorContinuous. The default isWindowed.
- Windowed. Defines a discrete snapshot backup schedule adheringto a specific frequency and time window (for example, perform a backup every30 minutes, daily from 09:00 to 17:00 UTC). You can instruct thebackup/recovery appliance to run multiple backup jobs at a specifiedfrequency interval or once during a specified time window.
- Continuous. Defines a continuous snapshot backup schedule (forexample, perform a backup job every eight hours, starting the first job at 01:00UTC). In this policy schedule, jobs run continuously (24/7) at the specifiedtime interval.
Configure the policy frequency settings per the selected scheduletype as outlined in the following lists:
- Windowed
- On These Days. Configures the frequency of the policy by defining aninterval at which snapshot images are captured. Based on this intervalsetting, the snapshot job runs once every specified number of days, weeks,months, or years. Click the link of this parameter and modify theRuninterval. The schedule is displayed in a calendar view. From this view youcan specifyDays,Weeks,Months, orYears. The calendarview changes accordingly based on your selection.
- Except. Defines an exception to theRun schedule. You can specifyanExcept value of daily, weekly, monthly, or yearly. For example, toskip the daily snapshot schedule every Friday, select weekly and selectFriday.Click the link of this parameter and modify the exception. The schedule isdisplayed in a calendar view. From this view you can specifyDays,Weeks,Months, orYears. The calendar view changes accordinglybased on your selection.
- Within This Window. Defines a start and end time window for capturingimages.
- Run Once Per Window. Specifies that the frequency duration forcapturing snapshot images is once during the specifiedRun Between timewindow.
- Every. Specifies a repeat frequency duration (minutes or hours) forcapturing snapshot images during the specified Run Between time window.Example: Every two hours.
- Continuous
- Every. Specifies the time period in which to repeat the snapshot imagecapture.
- Starting At. Specific the time of day at which to run the first job inthe continuous cycle of image captures.
- BothWindowed andContinuous
- Retain For. Specifies the length of time that you intend to retain thesnapshot image. Example: Retain the image for two days.
Optionally, change the application priority from thePrioritydrop-down list. The default job priority is medium, but you canchange the priority to high or low.
- The backup plan scheduler identifies when one or more policies appliedto applications are to run, and then initiates a job that placesthe policy into a queue when the scheduled start time occurs. For eachpolicy type there is a pacing mechanism to ensure that the system isn'toverwhelmed with running jobs. This pacing mechanism uses job slots toachieve this steady state, which means that even if a job is supposedto start at a particular time it will execute only occur when a job slotis available.
- If multiple applications are scheduled to run at the same time with thesame job priority, the selection of the application to run is randomizedto ensure fairness across all of the applications of the same priority.
- Configure theAdvanced Policy Settings. SeeConfigure advanced policy settings for a backup plan policy for details.
When you are finished creating the new policy, clickUpdate Policy toadd it to the template. You return to theTemplates list.
ClickSave Template.
View and filter backup templates
The templates window lists all of the backup templates that are developed onthe management console. From theTemplates window, you can view informationsuch as the template name, description, and allow policy override for allbackup templates in management console. You can modify the display of fieldsthat appear in theTemplates table, and you can also use the filter featureto locate backup templates by these identifiers.
- Click theBackup Plans tab and selectTemplates from thedrop-down menu. TheTemplates page opens.
To modify the display of the properties in this view, you can:
- Adjust Fields. To modify the fields that appear in the table,right-click within the table header row and click the checkboxesfor the fields you want displayed (or those fields you don't want toview).
- Sort Content. To sort the content listed in a table column byalphanumeric order, select a column header and then click the Upor Down arrow to change the order.
- Adjust Column Width. To adjust the width of a table column toshow more content in the table, drag the column divider in acolumn header to the left or right to resize the column width.Column dividers are marked by a pair of thin gray lines.
Filter By. To filter the list, enter one or more filtercriteria as appropriate. (If you don't see theFilter By area,clickshow filter). To clear a filter, click thex tothe right of the applied filter.
- Note: Filters that are of type text, list, and date, persist across different management console sessions for the same user.
To export the policy templates list click the export icon.You can export in PDF format.
Add policies to an existing backup template
To modify an existing backup template to include an additional policy:
Click theBackup Plans tab and selectTemplatesfrom the drop-down menu.
TheTemplates page opens.
Select the backup template that you want to modify, thenselectEdit (bottom right-hand corner of the page).
TheTemplates window appears with the existing backup template.
Note: You can also right-click on the item in the list and selectEdit from the menu.If you want to modify the template name or description, make therequired changes in theTemplate orDescription fields.
Note: For template name, enter an alphanumeric text string. Spaces, underscores (_), and dashes (-) are allowed in a name, but don't include special characters.If you want to modify theALLOW OVERRIDES ON POLICY SETTINGS,complete the following:
- ClickYes to allow selectedApp Manager advanced settingsto override the settings specified in a backup plan policy's advancedsettings.
- ClickNo if you don't want to allow backup plan policy setting overridein theApp Manager.
To add a policy to an existing backup template, click either+(Plus)in the backup plan policy map or+Add in thePolicies area of theTemplates window. Policy types include: snapshot, snapshot toOnVault, and production-to-mirror replication (StreamSnap).
The associated policy configuration panel appears in theTemplate window.
When you are done creating the new policy, clickUpdate Policyto add it to the template. You return to theTemplates window.
ClickSave Template.
Edit an existing backup template
After creating a backup template, you can change the following:
- Template name
- Template description
- Policy settings
To make the changes:
Click theBackup Plans tab and selectTemplates fromthe drop-down menu.
TheTemplates page opens.
Select the backup template that you want to modify, then clickEdit (bottom right-hand corner of the window).
TheTemplates page opens with the existing backup template.
Note: You can also right-click on the item in the list and selectEdit from the menu.If you want to modify the template name or description, make therequired changes in theTemplate orDescription fields.
Note: For template name, enter an alphanumeric text string. Spaces, underscores (_), and dashes (-) are allowed in a name, but don't include special characters.If you want to modify theALLOW OVERRIDES ON POLICY SETTINGS,complete the following:
- ClickYes to allow selectedApp Manager advanced settingsto override the settings specified in a backup plan policy's advancedsettings.
- ClickNo if you don't want to allow backup plan policy setting overridein theApp Manager.
In thePolicies area of theTemplate window, click the arrow to theleft of the backup plan policy you want to edit and review the settings.There might be multiple policies under a specific policy type.Select the backup plan policy that you want to edit, then clickEdit Policy.The associated policy configuration panel appears in theTemplate window.
Edit the backup plan policy as needed.
When you are done making policy edits, clickUpdate Policy.
Clone a backup template
Use these instructions to clone an existing backup template:
Click thebackup Plans tab and selectTemplates fromthe drop-down menu.
TheTemplates page opens.
Select one or more templates that you want to clone.
Right-click and selectClone from the drop-down menu options.(For multiple template selections, you can also go to the bottomright corner of the page and select theClone option.)
You are prompted to confirm that you want to clone the selected templates.
ClickYes to clone the templates. You will see a successmessage at the end of the cloning process.
ClickClose. The cloned template is listed in theTemplateslist and has a prefix of "Copy of ...".
Note: If you had selected multiple templates, a clone is created for each template.
Delete a backup template
Use these instructions to delete a policy template:
Note: You can delete a policy template only when the policy template isn't used in theApp Manager service to manage an application.Click theBackup plans tab and selectTemplates from thedrop-down menu.
TheTemplates page opens.
Select the backup template from the list, then clickDelete(bottom right-hand corner of the window). The backup template isremoved from theTemplates window.
Note: You can also right-click on the item in the list and selectDelete from the menu.
You aren't allowed to delete all replication policies from a templateif any snapshot policy includes database log replication.
What's next
- Get an overview ofbackup plan
- Create abackup template
- Create abackup policy
- Create aresource profile
- Configureadvanced policy settings of an application backed up by the policy
- Apply a backup plan to an application
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Last updated 2026-02-19 UTC.