Protected Files policy settings

When you create or edit a policy, you can specify the type of file selection management to be used and configure the backup frequency and schedule.

Each of the settings displays an eye icon to the right of the setting. An eye icon indicates that the setting is visible within the company-level policy and can be modified by a company administrator. An eye icon with a slash through it indicates that the setting is not visible within the company-level policy and cannot be modified by a company administrator.

If a company administrator modifies a setting at the company-level policy, any changes that you make to the partner-level policy setting will not be pushed down and override the company administrator's change. If you want to prevent the company administrator from overriding the partner policy settings, you must hide those settings from the company administrator by making sure the eye icon has a slash through it.

 

The lock icon that displays to the right of some settings is a toggle you can turn on and off. The icon indicates whether end users can modify the policy setting in the client interface. When the icon displays as locked, end users cannot modify the setting. When the icon displays as unlocked, end users can modify the setting.

 

• Protected Files
  • File Selection Management—This setting identifies who defines the files that will be backed up.
    • Self managed by end users—Users define the backup rules.
    • Centrally managed by administrator—Administrators define the backup rules. When this option is selected, you must define the rules the policy will use to identify which files to include or exclude in the backup. See Manage backup rules for centrally managed policies for details.
      • End user can also add file selection rules—Select this option if you want to give users the ability to add their own personal rules, in addition to the centrally-managed administrator defined rules.

    Regardless of whether a policy is self-managed or centrally-managed, some files and folders (including files without an extension) are excluded, by default, from backups. See Default exclusions for details.

    If you are using a centrally-managed policy with or without allowing users to add file selection rules, you should have at least one rule defined.

     

  • Backup frequency—Specify the amount of time between backups. OpenText Core Endpoint Backup scans for changes on this interval and backs up any changes, additions, or deletions.

    The lock icon is a toggle you can turn on and off. The icon indicates whether end users can modify the policy setting in the client interface. When the icon displays as locked, end users cannot modify the setting. When the icon displays as unlocked, end users can modify the setting.

  • Only back up during Backup Schedule—When enabled, a defined backup schedule controls when files are backed up, and files are backed up only within the defined schedule. When disabled, files are backed up at any time.

    The lock icon is a toggle you can turn on and off. The icon indicates whether end users can modify the policy setting in the client interface. When the icon displays as locked, end users cannot modify the setting. When the icon displays as unlocked, end users can modify the setting.

  • Backup schedule—When Only back up during Backup Schedule is enabled, you can configure the schedule when you want files to be backed up. This option is not used when Only back up during Backup Schedule is disabled. The toggle circle will be on the right and blue when enabled and on the left and gray when disabled.
    • Start time—Specify when you want the backup schedule to start. Files will be backed up between this time and the End time.
    • End time—Specify when you want the backup schedule to end. Files will be backed up between the Start time and this time.

    The time is configured using your local machine time.