Create a policy

Use this procedure to create a policy.

To create a new partner policy, you start by making a copy of an existing policy.

1. Go to the Partner page and click the Policies tab.
2. Locate in the table an existing policy you want to copy. See View available policies for details on searching the table.
3. Click the policy name.
4. In the Edit policy details page, edit the following policy settings as required:

   • General policy settings

   • Protected Files policy settings

   • Device Settings

   • Retention and Storage policy settings

   • Bandwidth Management settings

5. When you are satisfied with the policy settings, select one of following options:
   • Done—Click this button if you have not made any changes to the policy settings. No new policy will be added.
   • Save as—Click this button if you have specified a different, unique policy name. One new policy will be added using the name you specified. If you have not changed the policy name, one new policy will be added by appending a number to the existing policy name.
   • Save policy—You will not be able to click this button unless you have made a policy setting change. If you have specified a different, unique policy name, one new policy will be added using the name you specified. If you have not changed the policy name, one new policy will be added by appending a number to the existing policy name.

   If you selected either save option, click Done to return to the Policies tab, or click Continue editing to remain on the Edit policy details page.

If you want to add a policy to a company, go the Companies page and select a company. See the Administrator Guide for details.

Note that adding a new policy to a company that is based on a non-base partner policy is an option that is available to partners only. See Company actions for details.

See the Administrator Guide for other company policy details. The Administrator Guide can be found at https://support.carbonite.com/guides/Endpoint/Admin/EndpointAdminGuide.htm.