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Druva Documentation

Manage Retention policies

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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

About log backup retention policy

Transaction logs in SQL servers record updates to a database. A backup of transaction log provides a lightweight solution to backup and restore for databases that are updated frequently. Phoenix backs up transaction logs at regular specified intervals, after a full or differential backup job is successfully completed. Log backups are retained based on the specified daily retention policy. Since log backups are dependent on restore points created by full or differential backups, a restore point is retained if a log backup exists that has a dependency on a restore point that falls outside of daily retention policy.

For example, daily retention policy specifies that backups are retained for 30 days. A scheduled differential backup job is executed on Nov 21st, 2016, 12:00:00PM which completes on Nov 21st, 2016, 12:30:00 PM, and a restore point is created. Transaction log backups are triggered every 15 minutes until Nov 22nd, 2016 11:59:59 AM. At this point in time, the latest log backup that exists bears the time stamp Nov 22nd, 2016, 11:45:00 AM. On Nov 22nd, 2016, 12:00:00 PM, the scheduled differential backup job kicks in, and another restore point is created at Nov 22nd, 2016, 12:30:00 PM. 

On Dec 21st, 2016, 12:30:00 PM, based on the daily retention policy, the restore point created Nov 21st, 2016, 12:30:00 PM is on schedule to be purged. Since the log backup created on Nov 22nd, 2016, 11:45:00 AM exists that is dependent on the restore point created on Dec 21st, 2016, 12:30:00 PM, the restore point is retained. This restore point is purged when the log created on Nov 22nd, 2016, 11:45:00 AM is purged when it expires based on the retention policy.

Log backups are retained based on daily retention policy. If a log backup falls out of daily retention policy it is truncated. Weekly, monthly, and yearly retention policies are not applicable for log backups. 

Add a retention policy

You can create a retention policy while configuring the MS-SQL Server. You can also create a retention policy before configuring the MS-SQL Server. For more information, see Retention policies.

To attach server to an existing retention policy 

  1. On the Configure Server(s) for Backup page, under Create New Server Group, select the policy from the Retention Policy drop-down list.
  2. Click Next.
  3. Under Configuration Summary, verify the details and click Finish
  4. The configured server appears under the Configured tab.

To attach server to a new retention policy 

  1. On the Configure Server(s) for Backup page, under Create New Server Group, click the Create New button corresponding to the Retention Policy drop-down list. The Policy Details page appears.
  2. On the Add Retention Policy page, under Policy Details, provide the following details for your new retention policy.

    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.

  3. Click Save.
    After configuration, the MS-SQL Server appears under the Configured tab. 

Update retention policy details

Overview

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.

Procedure

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click Manage > Retention Policies.
  3. Click the retention policy that you want to update. 
  4. Under Summary, click Edit.
  5. Provide the following details:

    Field

    Description

    Keep all snapshots for

    The duration for which you want to retain the 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 Update.

View server groups associated with a retention policy

  1. Log on to Phoenix Management Console.
  2. On the menu bar, click Manage > Retention Policies.
  3. 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 the list under the Server Groups area.

Delete a retention policy

Overview

You can only delete a retention policy that is not attached to any server group. When you delete a retention policy, the retention rules no longer apply to the server groups that it was assigned to. Phoenix stops retaining snapshots following the rules defined by the retention policy that you delete.

Note: You cannot delete retention policies that you have assigned to server groups. Before performing a delete operation, ensure that you changed the retention policy for those server groups. 

Procedure

  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 backup policy that you want to delete.
  5. Click Remove Retention Policy.
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