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Create a proposed ILM policy

Contributors netapp-lhalbert netapp-perveilerk netapp-madkat ssantho3
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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 creating your own policy, verify that the default ILM policy does not meet your storage requirements.

Note If the global S3 Object Lock setting has been enabled, you must ensure that the ILM policy is compliant with the requirements of buckets that have S3 Object Lock enabled. In this section, follow the instructions that mention having S3 Object Lock enabled.
Before you begin
S3 Object Lock not enabled

  • You have created the ILM rules you want to add to the proposed policy. As required, you can save a proposed policy, create additional rules, and then edit the proposed policy to add the new rules.

  • You have created a default ILM rule that does not contain any filters.

S3 Object Lock enabled

See also Create an ILM policy: Overview.

About this task

Typical reasons for creating a proposed ILM policy include:

  • You added a new site and need to use new ILM rules to place objects at that site.

  • You are decommissioning a site and you need to remove all ILM rules that refer to the site.

  • You added a new tenant that has special data protection requirements.

  • You started to use a Cloud Storage Pool.

Important Only use the system-provided policy, Baseline 2 copies policy, in test systems. For StorageGRID 11.6 and earlier, the default rule in this policy uses the All Storage Nodes storage pool, which contains all sites. If your StorageGRID system has more than one site, two copies of an object might be placed on the same site.
Steps

  1. Select ILM > Policies.

    If the global S3 Object Lock setting is enabled, the ILM policies page indicates which ILM rules are compliant.

  2. Determine how you want to create the proposed ILM policy.

Start from scratch

  1. If a proposed ILM policy currently exists, select Proposed policy > Actions > Remove.

    You can't create a new proposed policy if a proposed policy already exists.

  2. Select Create proposed policy > Create new policy.

Start with rules from active policy

  1. If a proposed ILM policy currently exists, select Proposed policy > Actions > Remove.

    You can't clone the active policy if a proposed policy already exists.

  2. Select Create proposed policy > Clone active policy.

Edit existing proposed policy

  1. Select Proposed policy > Actions > Edit.

  1. In the Proposed policy name field, enter a unique name for the proposed policy.

  2. In the Reason for change field, enter the reason you are creating a new proposed policy.

  3. To add rules to the policy, select Select rules. Select a rule name to view the settings for that rule.

    Note Periodically, the list of rules is automatically updated to reflect additions or removals. If a rule is removed after you select it, an error message appears.

    If you are cloning a policy:

    • The rules used by the policy you are cloning are selected.

    • If the policy you are cloning used any rules with no filters that were not the default rule, you are prompted to remove all but one of those rules.

    • If the default rule used a filter, you are prompted to select a new default rule.

    • If the default rule was not the last rule, you can move the rule to the end of the new policy.

S3 Object Lock not enabled

  1. Select one default rule for the proposed policy. To create a new default rule, select ILM rules page more details icon.

    The default rule applies to any objects that don't match another rule in the policy. The default rule can't use any filters and is always evaluated last.

    Important Don't use the Make 2 Copies rule as the default rule for a policy. The Make 2 Copies rule uses a single storage pool, All Storage Nodes, which contains all sites. If your StorageGRID system has more than one site, two copies of an object might be placed on the same site.
S3 Object Lock enabled

  1. Select one default rule for the proposed policy. To create a new default rule, select ILM rules page more details icon.

    The list of rules contains only the rules that are compliant and don't use any filters.

    Important Don't use the Make 2 Copies rule as the default rule for a policy. The Make 2 Copies rule uses a single storage pool, All Storage Nodes, which contains all sites. If you use this rule, multiple copies of an object might be placed on the same site.

  2. If you need a different “default” rule for objects in non-compliant S3 buckets, select Include a rule without filters for non-compliant S3 buckets, and select one non-compliant rule that does not use a filter.

    For example, you might want to use a Cloud Storage Pool to store objects in buckets that don't have S3 Object Lock enabled.

    Note You can only select one non-compliant rule that does not use a filter.

See also Example 7: Compliant ILM policy for S3 Object Lock.

  1. When you are done selecting the default rule, select Continue.

  2. For the Other rules step, select any other rules you want to add to the policy. These rules use at least one filter (tenant account, bucket name, advanced filter, or the Noncurrent reference time). Then select Select.

    The Create a proposed policy window now lists the rules you selected. The default rule is at the end, with the other rules above it.

    If S3 Object Lock is enabled and you also selected a non-compliant “default” rule, that rule is added as the second-to-last rule in the policy.

    Note A warning appears if any rule does not retain objects forever. When you activate this policy, you must confirm that you want StorageGRID to delete objects when the placement instructions for the default rule elapse (unless a bucket lifecycle keeps the objects for a longer time period).

  3. Drag the rows for the non-default rules to determine the order in which these rules will be evaluated.

    You can't move the default rule. If S3 Object Lock is enabled, you also can't move the non-compliant “default” rule if one was selected.

    Important You must confirm that the ILM rules are in the correct order. When the policy is activated, new and existing objects are evaluated by the rules in the order listed, starting at the top.

  4. As required, select Select rules to add or remove rules.

  5. When you are done, select Save.

  6. Go to Simulate an ILM policy. You should always simulate a proposed policy before activating it to ensure it works as expected.