›  Dashboard  ›  Manage  ›  Backup and retention policies  ›  Create policy

    Create a backup and retention policy in the Dashboard

    • Summary:Steps to create a backup and retention policy in the Dashboard.

    To create a backup and retention policy:

    1. Sign in to your account in the Dashboard.

    2. Go to Endpoint Backup › New Policies.

      Menu item

      The consolidated policies page opens.

    3. Click New Policy.

      New policy action

      The new policy page opens.

    4. Configure settings and select necessary options of the policy.

      For details, see Configure policy.

      Create policy view

    5. Click Create to save changes and create the policy.

      To apply either the basic or the advanced settings, you have to be on the relevant settings tab (Basic or Advanced) when saving the policy.

      Setting tabs

      The system creates the policy, and now you can view the relevant information and manage the policy on the consolidated policies page.