Creating a proposed ILM policy

You can create a proposed ILM policy from scratch, or you can clone the current active policy if you want to start with the same set of rules.

Before you begin

About this task

Typical reasons for creating a proposed ILM policy include:
  • You made changes to a storage pool.
  • You added an Archive Node to the StorageGRID Webscale grid.
  • New storage retention requirements were defined. For example, there was a change in regulatory requirements.
The proposed ILM policy must include at least one ILM rule.

Steps

  1. Select ILM > Policies.

    The ILM Policies page appears. The Baseline 2 Copies Policy is the system's default policy. This policy includes the stock ILM rule (Make 2 Copies), and it applies if no other policy has been activated.

    From this page, you can review the proposed, active, and historical policies; create, edit, or remove a proposed policy; clone the active policy; or view the details for any policy.


    ILM Policies page

    Note: If the global Compliance setting is enabled, the ILM Policies page indicates which ILM rules are compliant. See "Managing S3 buckets and objects for compliance."
  2. Determine how you want to create the proposed ILM policy.
    Option Steps
    Create a new proposed policy that has no rules already selected
    1. If a proposed ILM policy currently exists, select that policy, and click Remove.

      You cannot create a new proposed policy if a proposed policy already exists.

    2. Click Create Proposed Policy.
    Create a proposed policy based on the active policy
    1. If a proposed ILM policy currently exists, select that policy, and click Remove.

      You cannot clone the active policy if a proposed policy already exists.

    2. Select the active policy from the table.
    3. Click Clone.
    Edit the existing proposed policy
    1. Select the proposed policy from the table.
    2. Click Edit.
    The Configure ILM Policy dialog box appears.

    If you are creating a new proposed policy, all fields are blank and no rules are selected.


    Configure ILM Policy page

    If you are cloning the active policy, the Name field shows the name of the active policy, appended by a version number ("v2" in the example). The rules used in the active policy are selected and shown in their current order.

    Policy name field with v2 appended

  3. Enter a unique name for the proposed policy in the Name field.
    You must enter between 1 and 64 characters. If you are cloning the active policy, you can use the current name with the appended version number or you can enter a new name.
  4. Enter the reason you are creating a new proposed policy in the Reason for change field.
    You must enter between 1 and 128 characters.
  5. To add rules to the policy, click Select Rules.
    The Select Rules for Policy dialog box appears, with all defined rules listed. If you are cloning the active policy, any rules that are currently in use are selected.


    Select Rules for Policy dialog box

  6. Select and unselect the check boxes to choose the rules you want to add to the proposed policy.
    You can click the rule name or the more details icon more details icon to view the settings for each rule. Click Close when you are done viewing rule details.


    Make 2 Copies rule

  7. When you are done selecting rules for the proposed policy, click Apply.
  8. Drag the rows to reorder the rules in the proposed policy.
    CAUTION:
    You must confirm that the ILM rules are in the correct order. When the policy is applied to an object, object metadata is evaluated by the rules in the order listed, starting at the top.
  9. Select the radio button to specify which rule you want to be the default rule for this policy.
    Every ILM policy must contain one default ILM rule. The placement instructions for the default rule are applied to any objects that are not matched by the other rules in the policy.


    Select Rules for policy

    Note: If the global Compliance setting is enabled, the default rule must be a compliant rule. See "Managing S3 buckets and objects for compliance."
  10. As required, click the delete icon delete icon to delete any rules that you do not want in the policy, or click Select Rules to add more rules.
  11. When you are done, click Save.
    The ILM Policy page updates, and the policy you saved is shown as Proposed. Proposed policies do not have start and end dates. The Simulate and Activate buttons are now enabled.


    Simulate ILM Policy