Manage Custom Retention Policies in Management Console

Management of existing retention policies allows you to edit, rename and delete those policies that are created at your customer level.

The default retention policy and any custom policies created at a parent customer level cannot be edited.

The locked retention policies cannot be edited or deleted. You can view or copy them.

Edit or Rename Custom Retention Policy

It is possible to change the name or any of the settings of an existing custom retention policy by:

  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. Select the policy you wish to edit

    The edit icon displays

  4. Click Edit icon
    1. For Enhanced Retention Policy, make any required changes to policy, including changing the name or updates to backup session retention:
      • 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
    2. For Classic Retention Policy, make any changes to Retention per data source
  5. Save all changes

You can also edit the policies by clicking a specific retention policy. Alternatively, you can also edit a specific policy through:

You cannot edit the Customer.

You can only edit Retention Policies created by your own company and your customers. All other products are locked.

Delete Custom Retention Policy

If you no longer need a custom policy, it can be removed:

  1. Select the policy on the Retention Policies page, you wish to delete

    The Delete icon displays

  2. Click the Delete icon to delete the policy

You can also delete a specific policy through:

If the Delete icon is replaced by a padlock, this means the retention policy has been created by a user at a higher level than yourself. Policies can only be removed by the user level it was created at or higher.