Configure & Apply Policies
An administrator can apply restrictions and default settings to user accounts. A policy can be assigned during user account creation or applied to existing users.
Policies pair well with Zmanda's bulk deployment and enrollment scripts, allowing you to configure and start backups for many devices at once.
Available Policy Settings
Summary Section
The Summary section shows a quick view of enforced settings.

Storage Vaults
Prevent Storage Vault Actions Activating these options makes the following actions unavailable to both admin and end users. This is handy if you want to prevent end users from executing certain actions.

Protected Items
Default Protected Item You can either apply Default Protected Items to new devices only, or you may apply them to previously registered devices by selecting “Update existing devices.” Default Protected Items can only be edited in the main policy and not in the individual user's policy.
Prior to Zmanda Pro 23.6.x, changes will not be applied retroactively to Protected Items created by this policy. Once applied, they are unlinked from the policy.

Default Settings
‘Skip if Already Running’ Setting on Backup Schedules
System default: Optional, OFF
Optional, default ON: System default is ON but can be turned OFF
Optional, default OFF: System default is OFF but can be turned ON
Always ON: Cannot be turned OFF unless the Policy is changed
Always OFF: Cannot be turned ON unless the Policy is changed
‘Allow Administrator to Reset Password’ Setting on User Accounts
System default: Optional, ON
Optional, default ON: System default is ON but can be turned OFF
Optional, default OFF: System default is OFF but can be turned ON
Always ON: Cannot be turned OFF unless the Policy is changed
Always OFF: Cannot be turned ON unless the Policy is changed. If you choose this option and would like to reverse it, you must first change the Policy option to either Always or Optional ON, and then the end user must re-enable it within the app.
‘Allow Administrator to View File Names Remotely’ Setting on Devices
System default: Optional, ON
Optional, default ON: System default is ON but can be turned OFF
Optional, default OFF: System default is OFF but can be turned ON
Always ON: Cannot be turned OFF unless the Policy is changed
Always OFF: Cannot be turned ON unless the Policy is changed.
‘Require User to Change Password at Next Login’ Setting on User Accounts:
System default: Optional, ON
Optional, default ON: System default is ON but can be turned OFF
Optional, default OFF: System default is OFF but can be turned ON
Always ON: Cannot be turned OFF unless the Policy is changed
Always OFF: Cannot be turned ON unless the Policy is changed
Random Job Delay To spread out CPU load when backups run at the same time, a 'Random job delay' can be utilized. This adds a random delay (in minutes) to a scheduled backup job before it finally executes, thus spreading out the start time of the affected jobs (maximum 300 minutes/5 hours).
Mandatory File and Folder Exclusions
This allows you to automatically exclude certain files and folders. This is handy for excluding files that cause errors and disruptions to backups. These apply to all File and Folder backups run under this policy.

Default Email Reports
You can set up a default job report for all users through Policies. To enforce Default Email Reports, you must add an email address in the User profile under Reporting.
This email report will be named ‘Policy Default.’ If another email report is configured in the Profile tab, the Policy default will be added to it instead of overwriting it, and two email reports will then be sent.
Default Backup Schedules
Default backup schedules are applied to all new Protected Items and are not applied retroactively to existing Protected Items.
Once a default backup schedule is applied to a Protected Item, it will be unlinked from the Policy and will have to be manually edited or removed within the Protected Item configuration.
Retention policies can also be enforced.

How to Create a Policy
Policies can be created in two different ways:
Via the Policies Tab: Create a policy and apply it across different users or make it a default policy to be applied to new users.
Via Policies under the Users Tab: Create custom policies based on individual user requirements.
Sample Policy Recipes
Use Case 1 A sysadmin of an IT team with a few hundred Windows laptops wants to apply the same backup settings to all endpoints.
Requirements:
File and folder backup and a bare metal backup for all end users.
The end users do not need to access the software.
Receive all reports of the backups.
Suggested Policy Settings:
Set up Default Protected Items (Files and Folders & Disk Image) with configured backup schedules.
Tick Prevent opening the application interface under Default settings.
Set up default reports.
Set up retention rules to delete unnecessary backups and optimize storage.
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