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Backup Retention Policies and Versioning in MSP360 Backup

Backup Retention Policies and Versioning in MSP360 Backup

The Retention Policy feature in MSP360 Backup (formerly CloudBerry Backup) allows you to create and delete copies of your files automatically. This article explains how to configure different options of the retention policy feature in MSP360 Backup.

Table of Contents

    Retention Policy and Versioning

    In MSP360 Backup we call each copy of a single file a version. You can create several versions of a file during its lifespan accordingly to your security settings. We track each version of each file that were created and give you full control over it. All user files are accompanied by a list of their previous versions in the backup system.

    All of the Retention Policy options are available in the backup plan settings you choose. To get a clear understanding of those choices, select any backup plan, click Edit Backup Plan and enable Advanced Backup Mode to configure custom retention policy settings on the corresponding step of the backup plan wizard.

    Delete Versions Older Than

    This parameter of the retention policy settings allows you to delete all file versions that were created before a certain date (day, week, month and year can be chosen), based on the initial backup or last modification date of your files.

    You can check the box Always keep the last version. It acts as a safety lock and prevents the loss of the last version of your data, even if that version is out-of-date according to the policy settings

    Keep Number of Versions

    This option allows you to set a limit on the number of versions of a file that you retain. This setting is useful when you need to configure a policy without a specific date. It is especially convenient for data that is rarely updated. For example, information on a website might be rarely updated, but you still want to track its history to prevent data loss, or a sudden malware attack. You can do so by simply choosing Keep number of versions and setting the desired number of copies.

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    Use the Delay purge for option to give yourself extra time to review files that are scheduled to be purged. It’s another safety lock for your backup strategy.

    Further reading Delay Purge – What Is It and Should I Use It?

    Delete Files That Have Been Deleted Locally

    This option allows MSP360 Backup to purge unneeded files from the backup storage. If a file was deleted from the dataset, it will be deleted from your cloud backup storage location automatically during the next run of the MSP360 Backup. This option helps free up storage space and simplifies the management of large backup datasets.

    We recommend using this option in conjunction with the parameter Delay purge for (described above), just to add extra protection.

    Create Default Retention Policy

    If your retention policy can be standardized and you want it to be enabled for all backup plans by default, go to Tools - Options - Retention Policy. You can also enable and manage default retention policies directly from the Backup Wizard.

    Block-Level Backup and Retention Policy

    Block-level backup feature allows you to upload only the parts of files that have changed since the last backup, instead of uploading whole files.

    Further reading Block-Level Backup Explained

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    In MSP360 Backup, a single incremental block is not considered a version. Thus, if you configure MSP360 Backup to keep 3 versions of a file, the backup will only start purging data beginning with the fourth full version of the file. Here’s how it works:

    Block-level retention policy example

    Due to this architecture, it is necessary to schedule full backups periodically. Doing so will ensure that the purge feature works properly.

    Full-backup-schedule-retention-policy

    • Schedule full backup with the following settings — If you check this box, you will see an additional window with a timetable where you can choose certain periods of full backup copy creation.
    • Run full only if the total size of previous block level backups larger than — Here, you can set a percentage ratio that cannot be exceeded by increment copies in relation to the full version. If their size exceeds the limit, a new full copy containing its own chain of backup copies is created. All other copies of the earlier chain can then be deleted safely.

    Conclusion

    If you have any questions regarding versioning or retention policies, let us know in the comments below, or on our official MSP360 Forum.

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    • Backup best practices for different IT systems
    • A quick summary of backup best practices for virtually all backup scenarios
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