Data Service Policies Window

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The Data Service Policies window is divided into two main panes. The left pane provides an overview of all of the Data Service Policies in the Information Repository noting the policy name, type and description. The right pane consists of the Source, Criteria, Destination, Scheduling, and Advanced tabs to populate when creating a policy.

Use the Data Service Policies toolbar to create a new policy by clicking the Add button. The toolbar consists of the following buttons:

- Save all policy settings.

- Add a new policy.

- Delete the selected policy.

- Refresh the view for the latest version of each policy to display. Since Data Service Policies are implemented across the whole Information Repository, refreshing is important to do to get the latest updates for the Data Service Policies view.  Also, it refreshes for changes that could affect contents of Vaults, media names, and storage pools. Before you refresh, save. If you do not save, any changes made or added policies will be lost.

The Data Service Policies window is described below:

Data Service Policies - main window

The triangular caution symbol on the policy icon in the left pane of the window indicates that the policy is not active.

From the left pane, you can edit the Active setting of a policy. Setting a policy to Active allows the policy to run. You can edit the active setting of policies by right-clicking on an individual policy or multiple selected policies (select multiple policies by holding theShift key or the Control key and clicking on the desired policies), choosing Change Active Setting from the shortcut menu, either selecting or de-selecting the Active option in the dialog box, and then clicking OK. Click the Save button in the toolbar to implement any changes immediately.

When multiple policies are selected with different current active settings, the checkbox will be shaded to indicate the selected policies have different Active Settings.

Data Service Policy Menu Items

Menu Items


File > Save All Policy Settings

Save settings for policies created or modified.

File > Import from

Open an Import from window to select a Data Services Service configuration file that contains values for a policy.

File > Export to

Open an Export to window to select where a Data Services Service configuration file saves to.

File > Exit

Close the application. If changes have been made a Confirmation dialog box appears for saving changes, click Yes, No, or Cancel.

Edit > Create a Policy

Open the Create a Policy window. Assign a new policy name, description of policy, and the type of policy. Also indicate if you want the policy to be active or not.

Edit > Modify Selected Policy

Select a policy listed in the left pane, then select this menu item to modify the existing policy.

Edit > Delete Selected Policy

Select a policy listed in the left pane, then select this menu item to remove the policy from Data Services.

Edit > Delete All Policies

Delete all the policies from the configuration file, and removes policies listed in the left pane.

View > Refresh Policy View

Refresh the view in the left pane for the latest list of policies.

View > Enable Tool Tips

Check mark by this menu item indicates that tool tips for the window will display. The tips are brief descriptions of window controls if the mouse pointer is moved over a control. De-select to turn tool tips off.

View > Enable Policy Tips

Check mark by this menu item indicates that policy tips display in the left pane. Policy tips provide details of the policy as set using the right pane tabs. De-select to turn policy tips off.

Help > Current Page

Open online help to the Data Services Policies webpage.

Help > Data Service Policies Overview

Open online help with focus on Data Services Policies.

Help > Contents

Open the local version of online help.

Help > Online Help

Open the web-based version of online help.

Help > Online Support

Open the support webpage.

Help > About Data Services Policies

Open the About Data Services Policies window.