Veritas Alta™ SaaS Protection Administrator's Guide

To add or update the At-Rest WORM retention policies

1. Open a web browser and access the Administration portal URL. The home page of the Administration portal is displayed.
2. Click Retention.
3. On the left, click At-Rest WORM retention policies.
4. Do one of the following:

   • To add a new policy, click New policy.

   • To update an existing policy, click the name of the policy.

5. On the Create policy page, perform the following steps:

   • Enter an appropriate name for the policy.

   • From the Stor drop-down list, select the Stor for which the policy has to be added.

   • Select one of the following schedules to run the policy:

     • One time: This option runs the policy once, and after it has run, the schedule changes to Never.

     • Continuous: This option runs the policy every time the policy evaluation runs.

     • Date range: To schedule the policy, specify a From and To date range to run.

     • Never: Use this option if you are not ready to run the policy or want to stop the policy from running. The time-scheduled policies are converted to Never after they have run.

   • Select one of the following modes as required:

     • Preview: Lists the items for retention. To ensure that you understand fully the scope of data that will be retained, run the policy in Preview mode initially.

     • Production: Retains the items as per policy.

   • By default, the policy is disabled; it is saved but will not run. Toggle the Status option to enable the policy.

     As soon as the policy is enabled, it runs as per the schedule that is set in the Schedule section.

   • Configure the policy based on one of the following criteria:

     • Last modified date: Select the option to create a policy based on the item's last modified date.

     • Archived date: Select the option to create a policy based on the item's archived date.

     • Date item: Select this option to retain the item for a certain period from when it starts meeting the policy.

     • Exact date: Select this option to set a specific date for the retention period. For times when you do not want the retention calculated, and you want items to expire on a specific date.

     • Metadata: Select the required metadata.

       When this option is selected, the available datetime or smalldatetime fields in the Stors metadata are displayed in the Metadata drop-down. To retain the item version, you can then specify the period beyond that given date.

   • From the Retention period drop-down list, set the required retention period (in days, months, or years).

   • To filter data, do the following:

     • Click Add a filter.

     • From the drop-down list, select the required criteria, such as Last accessed date, Data owner, and so on.

     • Select the operator from the drop-down list.

     • Enter values based on which policy you want to apply.

       You can add multiple filters as required. The <Remove filter> icon next to the added filter helps remove the filter from this policy.

     • Click Create to add a policy.

       While you editing the policy, the Update option is displayed. Click it to save the changes.

       The policy is displayed on the At-Rest WORM retention policies page under the Stor for which you have added the policy.