Transfer policy tasks to another set of databases/servers

There are several ways to transfer policy tasks from one set of databases/servers to another. The way chosen depends on whether the policy was created on a solution or not and on tasks and steps count in a policy.

A policy was created on a solution with databases/servers

1. If a policy includes a big number of tasks (steps) then do the following:

• create a template based on this policy (without saving selected databases) by choosing the Create Template from Policy its context menu item;
• create a new solution and add needed databases/servers to it;
• create policy on this solution based on the created template by choosing the Maintenance Policies | Create from Templates of the solution context menu item.

2. If a policy includes several tasks (steps) then it is recommended to open every step editor and check needed databases/servers on a Selection tab.

A policy was created on separate databases/servers

1. If a policy includes a big number of tasks (steps) then it is recommended to do the following:

• unite databases/servers on which you want to transfer policy into a solution;
• create a template based on this policy (without saving selected databases) by choosing the Create Template from Policy its context menu item;
• create a policy based on this template on the created solution by using the Maintenance Policies | Create from Templates solution context menu item.

2. If a policy includes several tasks (steps) then it is recommended to open every step editor and check needed databases/servers on a Selection tab.