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Druva Documentation

Manage retention policies

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

Overview

A retention policy defines the rules for retaining your backed-up snapshots within storage. Use retention policies to define the duration for which you want to retain your historic snapshots.

The main objective of using a retention policy is to keep important data for future access, depending on how critical it is, and how often it will be required. A retention policy also ensures that snapshots that are no longer required are cleaned from your storage periodically, resulting in less storage utilization and costs.

A retention policy should consider the value of your data, as well as the legal requirements that you might need to adhere to. This means that different types of data will be retained for different durations. For example, a bank's retention period for customers' financial records and facilities inventory records will be different.

Main factors to consider while defining a retention policy are,

  • Legal requirements
  • Storage costs
  • Type of data

Add a retention policy

  1. Log on to Phoenix Management Console. 
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Retention Policies.
  4. On the Manage Retention Policies page, click Add Retention Policy.
  5. On the Add Retention Policy page, enter following details:
    Field Description
    Policy Name The name of the retention policy.
    Keep all snapshots for

    The duration for which you want to retain all snapshots. 

    Keep weekly revisions for

    The duration for which you want to retain weekly snapshots.

    Keep monthly revisions for

    The duration for which you want to retain monthly snapshots.

    Keep yearly revisions for The duration for which you want to retain yearly snapshots.
  6. Click Save.

Update retention policy details

If you are a cloud administrator or a group administrator, you can update existing retention policies. While updating a retention policy, you can specify the duration for which you want Phoenix to retain daily, weekly, monthly, and yearly snapshots. 

When you edit a retention policy, any changes made in the retention policy get applied to the snapshots that are created after updating the retention policy.

To update a retention policy

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Retention Policies.
  4. Click the retention policy that you want to update.
  5. On the retention policy summary page, click Edit.
  6. On the Edit Retention Policy page, update the values in the required fields.
    Fields are described in the last procedure.
  7. Click Update.

View associated server groups

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Retention Policies.
  4. On the Manage Retention Policies page, click the retention policy for which you want to see a list of associated server groups. 
    The server groups associated with this retention policy appear in this list.

Remove a retention policy

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click All Organizations, and select the required organization from the drop-down list.
  3. On the menu bar, click Manage > Retention Policies
  4. Click the retention policy that you want to delete.
  5. Click Remove Retention Policy.

Note: You cannot remove retention policies that you have assigned to server groups. Before removing, ensure that you changed the retention policy for those server groups. 

 

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