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

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

  • 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 other RDBMS dSources stay in sync with the source database, see consult

  • VDB Snapshot – How often snapshots are taken of the virtual database (VDB)
  • Retention – How long snapshots and log files are retained for dSources and VDBs
  • 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

    The VDB Refresh process takes several minutes or longer, depending on your environment. Set the policy to allow time for the refresh to complete. For example, if your users need fresh data by 7 AM, you might set the refresh to begin at 6:45.

There can be default, or custom  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. They 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

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.