Policies

In order to enable snapshot management for VM you need to do the following steps:

Go to Snapshot SLAs under the Virtual Environment section and create a new Snapshot Management policy

As well as other types of Policies, you'll also find 4 main sections here.

General

Under this section you can set up:

• Name of policy

• Switch on/off for auto remove non-present virtual environments

• Set priority for tasks

Auto-assignment

In this section you can set up:

• Mode

  • Disabled

  • Assign only

  • Assign and remove

• Include or exclude rules based on hypervisor tag's or regular expression matching VM name:

  • regular expression examples:

    • .* match any character any number of times

    • vm-[0-9][0-9][0-9] - match the name that starts with vm- and 3 digits

    • (prod|uat|dev)-[0-9][0-9][0-9][a-z]? - match the name that starts with prod or uat or dev prefix, then -, then 3 digits and optional lower-case letter (matching is case-sensitive)

  • exclude rules always take precedence over include rules

  • VMs may not be reassigned to the different policies if they already have a matching policy assigned

  • VMs may be reassigned to the different policy only if the mode is Assign and remove, current policy assignment rules don't match, and other's policy rules match

  • rules are joined with OR operator, so

    • if any rule (tag or matched regular expression) excludes VM - it will be excluded

    • if no rule (tag or matched regular expression) excludes VM, and any rule (tag or matched regular expression) includes VM - it will be included

• You can also select clusters to match only VMs that belong to them

Virtual Environments

In this place, you can select virtual machines manually in a simple way.

Rule

Provide retention settings - how many snapshots (created by this policy) will be kept and for how long. If you have already created a schedule, you can also select it.

Note: You can also perform the same action thanks to the CLI interface: CLI Reference