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This topic describes the types of policies that you can use to to manage database objects in the Delphix Engine.

There are four categories of policies that the Delphix Engine uses in conjunction with database objects:

  1. SnapSync - how often snapshots of a source database are taken for a dSource.

    SnapSync and SQL Server Databases

    SnapSync policies only apply to Oracle databases and dSources. For information on how Microsoft SQL Server dSources stay in sync with the source database, see Setting Up SQL Server Environments: An Overview.

  2. VDB Snapshot - how often snapshots are taken of the VDB.
  3. Retention - how long snapshots and log files are retained for dSources and VDBs.
  4. VDB Refresh - a destructive process that is used only if you need to re-provision VDBs from their sources at regular intervals. The default setting for this policy is None.

    Setting the VDB Refresh Policy Interval

    Since VDB Refresh is a re-provisioning process, it is important to set the policy interval for an amount of time that will allow the VDB to fully re-provision before another refresh takes place. For example, if you set the VDB Refresh policy to initiate a refresh every 15 minutes, it is possible that the VDB will not fully re-provision in that amount of time, and your refresh process will fail.

There can additionally be default, custom, or template policies for each of these categories.   

Policy TypeDescriptionWho Can Set
DefaultDefault policies exist at the domain level and are applied across all objects in a category. You can modify the settings for a default policy in a a category, but you cannot change the name default.
  • Users with Delphix Admin credentials
CustomCustom policies can only be applied to a specific database object. These cannot be saved to be used with other objects. You can create custom policies for dSources during the dSource linking process, as described in the Linking and Advanced Data Management Settings topics for each database platform type. See also Creating Custom Policies.
  • Users with Delphix Admin credentials
  • Group and object owners
TemplateTemplate policies are named policies that can be saved and applied to other database objects and to groups. These are created on the Policy Management screen.See Creating Policy Templates for more information.
  • Users with Delphix Admin credentials
  • Group and object owners

Setting Different Policies for Objects in a Group

Policies applied at the group level will affect all objects in that group. If you want to set different policies for objects in a group, apply the policies at the group level first, then apply policies at the object level.