The General tab of the Backup Policy wizard allows you to specify the basic properties of the backup policy.

Why should I specify a name or description?

You are required to enter a unique name for each policy.

Both the name and description will appear in the status messages for your policies. Using a meaningful name and description will allow you to more easily identify problems when they occur. For example, consider specifying a description that will help you later choose the correct backup to restore during a disaster recovery situation.

Which policy action should I choose?

Choose the action that best reflects how you want to use this policy. You have two options in this section:

  • Monitor and automatically create backup jobs
  • Monitor only

The first option allows you to create the policy for monitoring database backups and configure SQLsafe to create jobs that perform routine backup operations on your SQL Server instances. Creating jobs allows you to enforce consistent backup settings across your environment.

The second option creates the policy only to monitor database backups and no jobs are created. By default, SQLsafe will monitor the status of any backup operation that meets the criteria of your policy.

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