Add Custom Retention Policy

There are two ways to create a custom retention policy. You can either duplicate an existing policy; or by adding a new policy.

Create from duplicate

To create a new policy by duplicating an existing one:

1. Log in to the Management Console under a SuperUser or Administrator account
2. Navigate to Backup > Retention Policies in the left-hand vertical menu
3. Find the policy you wish to copy and either:
   1. Click the three vertical dots to open the Action menu
   2. Select Copy retention policy

   Or

   3. Select Copy from the top bar

   

4. Rename the cloned policy that has opened something recognizable
5. Change the Customer the retention policy belongs to if required
6. Make any required changes to backup retention settings, which can be set using:
   • Keep all intra-daily backup sessions: 1-30 days
   • Last backup session of the day: 14-365 days
   • Last backup session of the week: Up to 52 weeks
   • Last backup session of the month: Up to 36 months
   • Last backup session of the year: Up to 10 years
7. Save all changes

Add a new policy

1. Log in to the Management Console under a SuperUser or Administrator account
2. Navigate to Backup > Retention Policies in the left-hand vertical menu
3. In the top right-hand corner, click Add retention policy

   

4. Give the retention policy a Name

   

5. Select the Customer the policy will belong to
6. Set the retention settings as required, using: 
   • Keep all intra-daily backup sessions: 1-30 days
   • Last backup session of the day: 14-365 days
   • Last backup session of the week: Up to 52 weeks
   • Last backup session of the month: Up to 36 months
   • Last backup session of the year: Up to 10 years
7. Save all changes