Creating Policies

The Endpoints Policies page shows a table with the following information and actions:

Policy Name - Displays the name of the backup policy
Maximum number of Versions Allowed - Displays the number of file versions allowed for backup
Users Mapped to Policy - Displays the number of users mapped to the policy
Actions - Allows you to view, edit, clone, block, and export the policy as PDF.
- Click the View icon to view the policy details. The View Policy page appears and displays the policy details. This is a view-only page, no modifications are permitted on this page.
- Click the Edit icon to modify an existing policy.
- Click the Clone icon to create a copy of the existing policy.
- Click the Block icon to block a policy.
- Click the Export as PDF icon to download a PDF copy of the policy.

Creating Policy

Clicking the Create Policy button in the upper-right corner will bring you to a new page to configure a new policy.

Each policy needs a Policy Name and Description to create. Once you have these policy details, click Save.

Each tab has a set of parameters that can be edited. The tables under the headings below list all the parameters that are available.

General

Backup Information

Name	Description
Schedules	Select one or more schedules from the dropdown list. You can also select Create New Schedule to add a new schedule to the list. If schedules are added to the list, a Schedule Details summary will appear on the right, showing an overview of the schedules selected and providing an action button to edit them.
Maximum number of Versions Allowed	Toggle this parameter on or off. OFF - Versions are unlimited ON - Enter a numeric value for the number of versions you want to allow for this policy. All modifications are merged into a single version that is captured in a backup job.
'No Backup' windows	Time windows during which backups are not allowed to run. Administrators create these windows to prevent backups during periods such as business hours, maintenance, or network-intensive activities. Create New 'No backup' window – Opens the configuration page where you can define a new no-backup window (for example, Monday–Friday, 9:00 AM–6:00 PM). Select 'No backup' windows – Displays all existing no-backup windows that can be associated with the schedule. Checkboxes – Allow you to select one or more no-backup windows. Entries (NBW, NBW1, SC1, SC17, sc1, etc.) – These are the names of previously created no-backup windows. Selected value (sch1) – Indicates the schedule currently being configured or edited.
Maximum Permissible File Size (In MB)	Toggle this parameter on or off. OFF - File size is unlimited ON - Enter a numeric value for the maximum file size (in MB) you want to allow for this policy
Per Asset Backup Storage Limit (In GB)	Toggle this parameter on or off. OFF - Asset Backup Storage is unlimited ON - Enter a numeric value for the maximum asset size (in GB) you want to allow for this policy.
Delete items after	This setting specifies how long deleted backup data is retained before it is permanently removed from storage. UNLIMITED – Deleted items are retained indefinitely. They remain available for restore until they are manually removed or the retention policy is changed. <Number> days – Deleted items are retained for the specified number of days after they are deleted from the source. Once the retention period expires, the items are permanently deleted from the backup and can no longer be restored.
Asset Information	You can configure the folders to include or exclude from backup, specify exceptions to excluded folders, create file inclusion or exclusion filters, and set the maximum number of assets that can use the configuration. These settings help ensure that only the required data is protected while optimizing backup storage and performance.
Maximum Assets Allowed	Specifies the maximum number of assets that can use this backup configuration.
Default Folders to Backup	Specifies the folders that are backed up by default for all assets using this configuration. Enter the full folder path and click Add.
Exclusion Folder Name	Specifies folders to exclude from backup. Enter the full folder path and click Add to add the exclusion.
Exceptions to Exclusions	Specifies folders that should be backed up even if they are located within an excluded folder. Enter the full folder path and click Add.
Excluded Folders	Displays the list of folders currently excluded from backup. You can remove an exclusion using the delete icon.
Exceptions to Exclusions (List)	Displays all folders configured as exceptions to the exclusion list. These folders are included in the backup even when their parent folders are excluded.
Filters	Defines file filters that determine which files are included in or excluded from backup based on file extensions or patterns.
Filter Type	Select whether the filter is an Inclusion filter (backs up only matching files) or an Exclusion filter (excludes matching files from backup).
Create New Filter	Creates a new file filter by specifying file extensions or file name patterns.
Backup files without an extension	Enables or disables backup of files that do not have a file extension.
Filter List	Displays the configured filters. Select Edit to modify an existing filter.
Apply filters to Exceptions To Exclusions	Determines whether configured file filters are also applied to folders listed under Exceptions to Exclusions. When enabled, exception folders follow the same inclusion or exclusion filter rules.
Save	Saves the backup configuration.
Cancel	Discards any unsaved changes and closes the configuration.

Configuring Email Alert Notifications

Use the Email Alert Configurations tab to define notification settings for important user, asset, backup, and restore events.

While creating or editing a Google Mail Policy, select the Email Alert Configurations tab.
Configure email notification preferences for the following events:
- User Created – Enable notifications when a new user is added.
- User Deleted – Enable notifications when a user is removed.
- User Blocked – Enable notifications when a user account is blocked.
- Asset Deleted – Enable notifications when an asset is removed.
- Asset Blocked – Enable notifications when an asset is blocked.
- Asset De-couple - Sends an email notification when an asset is decoupled or disassociated from a user or account.
- Asset Limit Reached - Sends an email notification when the maximum number of allowed assets has been reached.
- Weekly Backup Report – Enable to receive weekly backup activity summaries.
- First Backup Completed – Enable notifications when a user’s first backup finishes successfully.
- Restore Initiated – Enable notifications when a restore operation begins.
- Storage Limit Reached – Enable notifications when the configured backup storage threshold is reached.
For each event, select the required notification state from the drop-down menu.
Review the configured alert settings to ensure they align with your administrative and compliance requirements.
Click Save to apply the alert configuration settings.

These alerts help administrators monitor backup activity, user lifecycle events, and storage usage proactively.

Configuring User Action Preferences

Use the User action preferences tab to control what actions end users can perform within the CrashPlan Platform portal. The UI Action Preferences section allows administrators to control which actions and features are available to users in both the Agent and Portal interfaces. Each setting can be enabled or disabled to restrict access to specific functions based on organizational policies or user roles.

Agent

These settings control the actions available in the desktop backup agent.

Setting	Description
My Backup Files	Allows users to browse and access their backed-up files from the agent.
Settings	Allows users to view and modify agent settings.
Initiate Backup	Allows users to manually start a backup.
Stop Backup	Allows users to stop an active backup operation.
Support	Provides access to support resources or contact information from the agent.
About	Allows users to view agent version and product information.
Systray Icon	Displays the agent icon in the system tray, providing quick access to agent functions.
Restore	Allows users to restore backed-up files from the agent.
Refresh Policy	Allows users to refresh and apply the latest backup policy from the server.
Update Agent	Allows users to check for and install available agent updates.
Decouple	Allows users to decouple or unregister the agent from the associated account or device.
Exit	Allows users to exit the backup agent application.

Portal

These settings control the actions available in the web portal.

Setting	Description
Open	Allows users to open and browse backed-up files from the portal.
View	Allows users to preview supported files directly within the portal.
Versions	Allows users to view and access previous versions of backed-up files.
Restore	Allows users to restore selected files from the portal.
Download	Allows users to download backed-up files to a local device.

Button	Description
Save	Saves the UI action preference settings.
Cancel	Discards any unsaved changes.

These settings allow administrators to control end-user access and actions, helping balance flexibility with data security.

Configuring Advanced Settings

The Advanced section allows administrators to configure advanced backup, security, agent behavior, and performance settings. These options provide greater control over bandwidth usage, CPU utilization, backup retention, agent updates, command execution, authentication, and password enforcement.

Setting	Description
Throttle traffic at endpoint agent	Limits the network bandwidth used by the backup agent during backup and restore operations.
CPU Throttling	Specifies the maximum CPU resources the agent can use while performing backup operations.
Legal Hold	Preserves backup data by preventing it from being permanently deleted, regardless of retention policies.
Block assets which have not been heard from in _ days	Automatically blocks assets that have not communicated with the server for the specified number of days.
Delete users/assets which have not been active for _ days	Automatically deletes inactive users or assets after the configured period. Setting the value to UNLIMITED disables automatic deletion.
Web Based Login	Enables users to authenticate through the web-based login interface.
Can Administrator Restore User Data	Allows administrators to restore data on behalf of users.
Can Administrator Delete User Data	Allows administrators to permanently delete user backup data.
Policy Refresh Frequency (in Hours)	Specifies how frequently the agent checks for and applies updated backup policies.
Endpoint Domain Check	Restricts agent registration or communication to the specified endpoint domains.
Allowed Domains	Lists the domains permitted for endpoint authentication or registration.
Auto Update Agent	Enables automatic updates of the endpoint backup agent.
Agent Uninstallation Password	Requires a password to uninstall the backup agent, preventing unauthorized removal.
Backup Read Retry	Specifies how the agent retries reading files when read errors occur during backup.
Enable Payload AES Encryption	Encrypts backup data payloads using AES encryption before transmission.
Enable Pre Scan Command	Runs a custom command before the backup scan begins.
Pre Scan Command Path	Specifies the executable or script to run before the backup scan.
Continue backup on command failure	Determines whether the backup continues if the pre-scan command fails.
Enable Pre Backup Command	Runs a custom command before the backup process starts.
Pre Backup Command Path	Specifies the executable or script to run before the backup begins.
Enable Post Backup Command	Runs a custom command after the backup completes.
Post Backup Command Path	Specifies the executable or script to run after the backup finishes.
Continue backup on command failure	Determines whether the backup continues if a pre- or post-backup command fails.
Purge deleted files from the catalog after	Specifies how long deleted files remain in the backup catalog before being permanently removed.
Password Enforcement	Configures password policies and determines whether users or administrators can change passwords.
Can User Change Password	Allows users to change their own account password.
Can Admin Change User Password	Allows administrators to change passwords for user accounts.
Save	Saves the advanced configuration settings.
Cancel	Discards any unsaved changes.

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