Creating backup policies for Windows file systems

You can create a new backup policy for resources before you use SnapCenter to back up Windows file systems, or you can create a new backup policy at the time you create a resource group or when you back up a resource.

Before you begin

About this task

Most of the fields on these wizard pages are self-explanatory. The following information describes some of the fields for which you might require guidance.


  1. In the left navigation pane, click Settings.
  2. In the Settings page, click Policies.
  3. To determine if you can use an existing policy, select the policy name and click Details.
    After reviewing the existing policies, you can perform one of the following:
    • Use an existing policy.
    • Copy an existing policy and modify the policy configuration.
    • Create a new policy.
  4. To create a new policy, click New.
  5. In the Name page, enter the policy name and a description.
  6. In the Backup Options page, perform the following tasks:
    1. Select a backup setting.
      Option Description
      File System Consistent Backup Choose this option if you want SnapCenter to quiesce the disk drive on which the file system resides before the backup operation begins and then resume the disk drive after the backup operation ends.
      File System Crash-consistent Backup Choose this option if you do not want SnapCenter to quiesce the disk drive on which the file system resides.
    2. Select a schedule frequency (also called a policy type).
      The policy specifies the backup frequency only. The specific protection schedule for backing up is defined in the resource group. Therefore, two or more resource groups can share the same policy and backup frequency but have different backup schedules.
  7. In the Retention page, specify the retention settings for on-demand backups and for each schedule frequency you selected.
    Option Description
    Total Snapshot copies to retain Choose this option if you want to specify the number of Snapshot copies SnapCenter stores before automatically deleting them.
    Delete Snapshot copies older than Choose this option if you want to specify the number of days SnapCenter retains a backup copy before deleting it.
    Important: You should set the retention count to 2 or higher if you plan to enable SnapVault replication. If you set the replication count to 1, the retention operation can fail. This is because the first Snapshot copy is the reference Snapshot copy for the SnapVault relationship until the newer Snapshot copy is replicated to the target.
    Note: The maximum retention value is 1018 for resources on ONTAP 9.4 or later, and 254 for resources on ONTAP 9.3 or earlier. Backups will fail if retention is set to a value higher than what the underlying ONTAP version supports.
  8. In the Replication page, specify replication to the secondary storage system:
    For this field… Do this…
    Update SnapMirror after creating a local Snapshot copy Select this option to create mirror copies of backup sets on another volume (SnapMirror).
    Update SnapVault after creating a Snapshot copy Select this option to perform disk-to-disk backup replication.
    Secondary policy label Enter the frequency label for the secondary storage Snapshot copy.

    Every Snapshot copy has this label to distinguish it from the different groups on the secondary storage system. For example, Snapmirror Label: weekly is a frequency label.

    Error retry count Enter the number of replication attempts that should occur before the process halts.
  9. Optional: In the Script page, enter the path of the prescript or postscript that you want the SnapCenter Server to run before or after the backup operation, respectively and a time limit that SnapCenter waits for the script to execute before timing out.
    For example, you can run a script to update SNMP traps, automate alerts, and send logs.
  10. Review the summary, and then click Finish.