Viewing and Modifying the Backup Policy

View the Backup Policy

Update the Backup Policy

View Configuration Information for Backup Sources

View the Backup Policy

To view the current backup policy, select Policy from the drop-down menu. The Policy page displays the following:

Diagram (Source View and Machine View)

displays a tree diagram of the currently defined backup sources. To see a different view of the diagram:

Click the Source View icon in the toolbar to display a node for each backup source. Under each backup source, a child node is displayed for each host machine for that source.
Click the Machine View icon in the toolbar to display a node for each host machine. Under each machine, child nodes are displayed for the backup sources that are on the machine.

When a diagram is displayed, you can do the following:

Zoom in or out by clicking the diagram to select it and then pressing Ctrl while scrolling the mouse wheel.
If parts of the diagram are not visible, use the mouse to drag the entire diagram right, left, upward, or downward.
Click a node to collapse its child nodes.
Click the node again to expand it so that its child nodes reappear.

Configuration Details

displays details about the current backup configuration.

Tip

You can also use the sas-display-backup-config command to display the backup policy. See “Deployment Backup Command Reference” in the SAS Intelligence Platform: System Administration Guide.

Update the Backup Policy

To update the backup policy:

On the Policy page, click the Edit icon in the toolbar.
While the Configuration Details pane is in Edit mode, you can specify the following:
Schedule Allowed

Select YES or NO to indicate whether scheduled backups are to run. If you select NO, the backup schedule is ignored.
Vault Location (optional)
If you have a homogeneous operating system environment, use this field to specify the path to a central, network-accessible location to store backups. If a vault location is specified, backups are automatically copied from the various host machines to the vault following each backup operation. A vault is highly recommended to avoid the loss of backup files in the event that a host machine fails.

The path that you specify must meet these requirements:

The path must already exist.

All of the host machines that are included in the backup must be able to access the vault location using the specified path.

You cannot specify a path that is currently used to store a host machine’s local backups.

On Windows machines, specify a UNC path.

On Windows systems, make sure that the backup user has Read and Write access to the vault location. See “Specifying a Backup User to Access a Central Vault Location or a Clustered Metadata Server (Windows Only)” in the SAS Intelligence Platform: System Administration Guide.

On UNIX, make sure the SAS Installer user for each server and middle-tier machine has Read and Write access to the central vault location. After granting permissions on UNIX, you must restart the SAS Deployment Agent.

Note: You can use this field to specify or change a vault location only if you have a homogeneous operating system environment. A homogeneous environment is one in which all of the host machines that are included in the backup are in the same operating system family. For example, Solaris and HP-UX machines are both considered to be in the UNIX operating system family.

Note: In heterogeneous (mixed) operating system environments, you must leave the Vault Location blank and use manual steps to specify the central vault. See “Specifying a Central Vault Location in a Heterogeneous Operating System Environment” in the SAS Intelligence Platform: System Administration Guide.
Days to retain backup (optional)

Enter the number of days that backup files are to be retained in the central vault location (if specified) and in the local backup location on each machine. Backups directories and their contents will be deleted automatically after this number of days. If no retention period is specified, backups are retained for 30 days by default.

Email List (optional)

Specify one or more email addresses to which alert messages are to be sent when a backup or a recovery is unsuccessful. After you enter an address, click the Add icon next to your entry.

Note: The following special characters are not supported in email addresses: ( ) : \ ; < > [ }

To delete an address, click next to the address.

If you do not specify any email addresses, alert messages are sent to the system administrator email address that was specified in the SAS Deployment Wizard.
When you are finished, click the Save icon in the toolbar.

Tip

You can also use the sas-update-backup-config command to modify the backup policy. The command provides additional options including filtering physical data, adding or removing tiers or database instances, and reorganizing metadata repositories. See “Deployment Backup Command Reference” in the SAS Intelligence Platform: System Administration Guide.

View Configuration Information for Backup Sources

Backup sources are discovered automatically. The sources are displayed in the Source View and Machine View diagrams, and they are also listed at the bottom of the Configuration Details pane. To view additional information about a source, click the Collapsed arrow

to the left of the source name. The following information is displayed:

Host

the host name of the machine where the source is located.

Included

indicates whether the source is currently included or excluded from backups.

Note: This setting cannot be changed in the SAS Backup Manager user interface. To include or exclude a backup source, use the command sas-update-backup-config.

Operating System

the host name of the machine where the source is located.

Configurable Path

the path to the configuration directory for this source. This field is not applicable to all source types.

SAS Config

the path to the Levn directory that is associated with this backup source.

Includes and Excludes

lists any filters that are associated with this backup source.

The source information is for display only. To filter physical data or add or remove tiers, servers, or database instances from the backup configuration, use the sas-update-backup-config command. See “Deployment Backup Command Reference” in the SAS Intelligence Platform: System Administration Guide.