Policy-Based Data Protection

With NAKIVO Backup & Replication, you can set up custom policy rules to automatically back up or replicate those VMs and physical machines that match your criteria. This feature can simplify and automate complex data protection activities in large infrastructures and dynamically changing environments.



Time saving

Time saving

Automate and streamline your data protection management

Error prevention

Error prevention

Ensure that no critical VM or physical machine is overlooked



Configure new workflows in a few clicks when needed

Policy-Based Data Protection in NAKIVO Backup & Replication


Policy-Based Data Protection allows you to automate backup and replication activities, making them less time-consuming and prone to human errors. The feature is particularly useful in large infrastructures with hundreds of machines or dynamically changing environments where VMs migrate between hosts or datastores.


Once you set the criteria, matching machines are added automatically and those that no longer fulfill the criteria are excluded. The wide variety of criteria and parameters allows you to configure the workflow that fully matches your needs, no matter how complex the infrastructure is.


Policy-Based Data Protection can be helpful in different scenarios. For example, you can use this feature to ensure smooth VM failover to the hosts deployed on a disaster recovery site. Hosts with a limited amount of RAM can fail to run the replicas of large VMs. To avoid this, you can create a policy-based replication workflow and include only those VMs whose amount of RAM is less than 4 GB.


You can create policy rules for backup, replication and backup copy activities for your VMware vSphere VMs, Microsoft Hyper-V VMs, Amazon EC2 instances and physical Windows/Linux machines. Policies can be based on a variety of criteria, including the machine’s name, tag, size, location, RAM amount, power state or network name. Set up to 50 rules and add up to 500 source objects for a single task.


“With NAKIVO Backup & Replication, the university saved time and money, while gaining peace of mind. I now spend the majority of my time not on backup administration, but on other IT-related tasks.”.
Edwardson A. Pedragosa Jr., Network Administrator at the Asia-Pacific International University
“NAKIVO’s fast VM backup and VM replication keep our critical VMs running at all times. If our VMware VMs failed, we would only need a couple of minutes to recover with VM failover and failback.”
Noel Peden, Applications Development Supervisor at Boise Cascade
“With NAKIVO Backup & Replication installed on QNAP NAS, the backup is 2.5X faster! We found a professional solution that covers all our needs, saves money, and provides reliability.”
Mickaël Masquelin, IT Department Manager at the IEMN
“With NAKIVO Backup & Replication, every hour that we save on VM backup administration can be translated into cost savings. NAKIVO Backup & Replication is resource-efficient in terms of installation and configuration. NAKIVO Backup & Replication is just what we needed.”
Samuel Riley, IT Manager at MyoKardia
“In NAKIVO Backup & Replication, we found a stable VM backup solution that lets us back up VMs faster and recover VMs in minutes, which is extremely helpful in order to keep our business operations available at all times.”
Steven Schmidt, System Administrator at One World Direct

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