Controlling Backups with Policies in Polarbackup

Policy Definition

Polarbackup policies provide a centralized means for account administrators to manage all backup operations for users within the account via the Polarbackup web console. This approach prevents users from directly controlling backup settings through the Polarbackup desktop application installed on their computers and servers.

Policy Advantages

1. Centralized Management: Polarbackup policies offer a centralized platform for account administrators to oversee all backup operations for users within the account. This centralized approach streamlines management tasks, ensuring efficient and consistent backup configurations across all users.

2. Controlled Access: By preventing users from directly controlling backup settings through the Polarbackup desktop application installed on their devices, administrators can maintain greater control over data backup procedures. This reduces the likelihood of inadvertent modifications to backup configurations by individual users.

3. Simplified Assignment: The process of assigning policies to specific users is straightforward, requiring only a few steps within the Polarbackup web console. This simplicity enhances administrative efficiency and reduces the likelihood of errors during policy assignment.

4. Automated Backup Activation: With policies in place, the Polarbackup desktop application can automatically initiate backups according to predefined settings. This automation ensures that backups occur promptly and consistently, without relying on manual intervention from users.

5. Flexibility for New Installations: For users without the Polarbackup desktop application installed on their devices, policy implementation facilitates seamless onboarding. Administrators can simply instruct users to install the Polarbackup application and enter their login credentials, allowing for quick integration into the centralized backup system.

Policy Creation

You can discover all the information regarding the creation of a Polarbackup backup policy in this article.

Policy Edit

You can discover all the information regarding editing a Polarbackup backup policy in this article.

Policy Assignment

To assign a backup policy to a user within your Polarbackup account, follow these steps:

1. Sign in to your Polarbackup web console as an admin user.
2. Refer to the Users/Servers tab.
3. Select the Users option from the left-hand menu.
4. Click on the Action icon next to the user who would like their policy changed, and select the Change Policy option.
5. Select the policy assigned to the user(s), or create a new one.
6. Click OK to confirm the changes.

Policy Unassignment

In addition to assigning backup policies, administrators may sometimes need to remove or unassign policies from users within the Polarbackup account. Here is how to unassign a policy:

1. Sign in to your Polarbackup web console as an admin user
2. Refer to the Users / Servers page.
3. To remove the added policy for a user, select the target user from the All Users list and click the Actions icon () → Manage Policies → Remove Policy → Confirm the action by clicking OK.
4. To remove the added policy for a server, select the target server from the Servers list and click the Actions icon () → Manage Policies → Remove Policy → Confirm the action by clicking OK.

Once the policy is unassigned, the user/server will no longer be subject to its backup configurations.