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SnapCenter Software 5.0

Create policies for custom plug-in resources

Contributors netapp-nsriram netapp-asubhas
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Before you use SnapCenter to back up custom plug-in specific resources, you must create a backup policy for the resource or resource group that you want to back up.

Before you begin

  • You should have defined your backup strategy.

    For details, see the information about defining a data protection strategy for custom plug-ins.

  • You should have prepared for data protection.

    Preparing for data protection includes tasks such as installing SnapCenter, adding hosts, creating storage system connections, and adding resources.

  • The storage virtual machines (SVMs) should be assigned to you for mirror or vault operations.

    The SnapCenter administrator must have assigned the SVMs for both the source and destination volumes to you if you are replicating Snapshots to a mirror or vault.

  • You should have manually added the resources that you want to protect.

About this task

  • A backup policy is a set of rules that governs how you manage, schedule, and retain backups. Additionally, you can specify replication, script, and application settings.

  • Specifying options in a policy saves time when you want to reuse the policy for another resource group.

  • SnapLock

    • If 'Retain the backup copies for a specific number of days' option is selected, then the SnapLock retention period must be lesser than or equal to the mentioned retention days.

    • Specifying a Snapshot locking period prevents deletion of the Snapshots until the retention period expires. This could lead to retaining a larger number of Snapshots than the count specified in the policy.

    • For ONTAP 9.12.1 and below version, the clones created from the SnapLock Vault Snapshots as part of restore will inherit the SnapLock Vault expiry time. Storage admin should manually cleanup the clones post the SnapLock expiry time.

Note Primary SnapLock settings are managed in SnapCenter backup policy and the secondary SnapLock settings are managed by ONTAP.
Steps

  1. In the left navigation pane, click Settings.

  2. In the Settings page, click Policies.

  3. Click New.

  4. In the Name page, enter the policy name and description.

  5. In the Settings page, perform the following steps:

    • Specify the schedule type by selecting On demand, Hourly, Daily, Weekly, or Monthly.

      Note You can specify the schedule (start date, end date, and frequency) for the backup operation while creating a resource group. This enables you to create resource groups that share the same policy and backup frequency, but enables you to assign different backup schedules to each policy.
      Backup settings page
      Note If you have scheduled for 2:00 a.m., the schedule will not be triggered during daylight saving time (DST).

    • In the Custom backup settings section, provide any specific backup settings that has to be passed to the plug-in in key-value format. You can provide multiple key-values to be passed to the plug-in.

  6. In the Retention page, specify the retention settings for the backup type and the schedule type selected in the Backup Type page:

    If you want to…​ Then…​

    Keep a certain number of Snapshots

    Select Total Snapshot copies to keep, and then specify the number of Snapshots that you want to keep.

    If the number of Snapshots exceeds the specified number, the Snapshots are deleted with the oldest copies deleted first.

    Note You must set the retention count to 2 or higher if you plan to enable SnapVault replication. If you set the retention count to 1, the retention operation might fail because the first Snapshot is the reference Snapshot for the SnapVault relationship until a newer Snapshot 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.

    Keep the Snapshots for a certain number of days

    Select Keep Snapshot copies for, and then specify the number of days for which you want to keep the Snapshots before deleting them.

    Snapshot copy locking period

    Select Snapshot locking period, and select days, months, or years.

    SnapLock retention period should be less than 100 years.

  7. In the Replication page, specify the replication settings:

    For this field…​ Do this…​

    Update SnapMirror after creating a local Snapshot copy

    Select this field to create mirror copies of the backup sets on another volume (SnapMirror replication).

    If the protection relationship in ONTAP is of type Mirror and Vault and if you select only this option, Snapshot created on the primary will not be transferred to the destination, but will be listed in the destination. If this Snapshot is selected from the destination to perform a restore operation, then the following error message is displayed: Secondary Location is not available for the selected vaulted/mirrored backup.

    During secondary replication, the SnapLock expiry time loads the primary SnapLock expiry time.

    Clicking the Refresh button in the Topology page refreshes the secondary and primary SnapLock expiry time that are retrieved from ONTAP.

    See View custom plug-in resource related backups and clones in the Topology page.

    Update SnapVault after creating a local Snapshot copy

    Select this option to perform disk-to-disk backup replication (SnapVault backups).

    During secondary replication, the SnapLock expiry time loads the primary SnapLock expiry time. Clicking the Refresh button in the Topology page refreshes the secondary and primary SnapLock expiry time that are retrieved from ONTAP.

    When SnapLock is configured only on the secondary from ONTAP known as SnapLock Vault, clicking the Refresh button in the Topology page refreshes the locking period on the secondary that is retrieved from ONTAP.

    For more information on SnapLock Vault see Commit Snapshots to WORM on a vault destination

    See View custom plug-in resource related backups and clones in the Topology page.

    Secondary policy label

    Select a Snapshot label.

    Depending on the Snapshot label that you select, ONTAP applies the secondary Snapshot retention policy that matches the label.

    Note If you have selected Update SnapMirror after creating a local Snapshot copy, you can optionally specify the secondary policy label. However, if you have selected Update SnapVault after creating a local Snapshot copy, you should specify the secondary policy label.

    Error retry count

    Enter the maximum number of replication attempts that can be allowed before the operation stops.
    Note You should configure SnapMirror retention policy in ONTAP for the secondary storage to avoid reaching the maximum limit of Snapshots on the secondary storage.

  8. Review the summary, and then click Finish.