Create a legal hold preservation policy

Before you begin

The steps in this tutorial require one of the following roles:

• Org Legal Admin
• Cross Org Legal Admin

Step 1: Create a preservation policy

1. Sign in to the CrashPlan console.
2. Select Legal Hold > Preservation Policies.
3. From All Preservation Policies, click the create preservation policy icon (+) .
4. Enter the preservation policy's name in the Create Preservation Policy dialog.
   The new preservation policy is created and appears in the list of policies.
   

Step 2: Configure general backup schedule

To choose the backup schedule for this preservation policy:

1. From the list of all preservation policies, click the name of the policy.
2. In the General Backup section, click Edit.
3. Set backups to run always or between specified times.
4. Change the schedule for file verification scans if necessary.
5. Click Save.

Step 3: Configure file selection

1. In the File Selection section, click Edit.
2. Under Included files, click Select file path.
   Choose substitution variables corresponding to the folders and files you wish to include.
3. (Optional) Under Excluded files, click Select file path.
   Choose substitution variables corresponding to the folders and files you wish to exclude.
4. Click Save after updating the settings.

Step 4: Configure filename exclusions (optional)

1. In the Filename Exclusions section, click Edit.
2. Enter the file extension or regular expression to exclude. A regular expression allows you to search for particular patterns of text. Talk to your system administrator if you require help creating regular expressions.
   • Choose the Regular Expression option to enter a regular expression rather than a file extension.
   • You can also import filename exclusions:
     1. Choose the operating system that the exclusion applies to.
     2. Click Import.
        The Import dialog appears.
     3. Insert the filename exclusions from a text file into the dialog.
3. Click Add.
4. Repeat steps 1 - 4 for each file exclusion or regular expression.
5. Click Save after you have added all filename exclusions.

Step 5: Configure frequency and versions

1. In the Frequency and Versions section, click Edit.
2. Select a value for Backup changes every to set the frequency at which versions are saved.
3. Select values for each version retention interval:
   • For one week, keep a version: Indicates which versions to keep from last week (not including today).
   • After one week, keep a version: Indicates which versions to keep from last 90 days (not including last week).
   • After 90 days, keep a version: Indicates which versions to keep from last year (not including the last 90 days).
   • After one year, keep a version: Indicates which versions to keep from previous years (not including last year).
   • Remove deleted files: Period after which deleted files are removed from the archive.
4. Click Save.

Step 6: Configure advanced settings (optional)

1. In the Advanced Settings section, click Edit to change the Back up open files setting. This setting defines if files that are open (in use) at the time of back up will be backed up or not.
2. Click Save.

Step 7: Test your preservation policy

To test your preservation policy, create a matter and use a test device to make sure your preservation policy is adding files to legal hold as expected.