Policy Editor Page

Use the Policy Editor Page to view and edit various settings for a Policy, including:

  • What types of data are backed up and protected
  • What locations are backed up and protected
  • What email is backed up and protected
  • What data is not backed up and protected
  • When automatic back ups will take place
  • What data loss prevention features are used
  • What data migration features are used.

To display the Policy Editor Page, click Policies.



If you create a new Policy, the Policy Editor Page is displayed automatically. It contains several tabs:

  • Protected Data
  • Backup & Restore
  • DLP (Data Loss Prevention)
  • Migration.


Protected Data

Use the Protected Data settings to choose what file types and file locations will be backed up or excluded from your back ups. 



Setting Description See Article
Global Files

Global files are groups of file types, for example, there is a global files group for Microsoft Office files.

You can add, edit, or delete groups of global file types.

Choose which file types are "global files"


Choose which volumes and folders Endpoint Cloud will backup and protect. For each location, you can choose which files are backed up (all, global, and custom).

Choose which locations are protected

Cloud Drives Choose which cloud drives Endpoint Cloud will backup and protect. For each cloud drive, you can choose which files are backed up (all, global, and custom). Choose which cloud drives are protected
Emails Choose which email files Endpoint Cloud will backup and protect. Email backup and protection
Global Excludes Use to define any file types or locations that Endpoint Cloud should not back up and protect. Exclude files and folders from backup and protection



Backup & Restore

Use the Backup & Restore settings to schedule automatic backups.


You can choose to run backups every:

  • 1 hour
  • 2 hours
  • 4 hours
  • 8 hours.

To learn about the automatic backup feature, see Schedule the Automatic Backups.

DLP (Data Loss Prevention)

Use the DLP settings to choose which data loss prevention features you want the Policy to use.




Setting Description See Article

You can enable local encryption to encrypt data on each device. Unauthorized users will not be able to view the encrypted files.

Enable local encryption

Data Theft Prevention

If a device fails to connect to Endpoint Cloud within a certain time period, Endpoint Cloud can revoke access to the files on the device. While revoked, the user cannot access protected data.

Use Data Theft Prevention to turn this feature on or off.

Enable Data Theft Prevention

Geolocation You can enable geolocation for devices. If you enable geolocation, you can use Endpoint Cloud to see a map of a device's last known location. Enable Geolocation



Use the Migration settings to enable or disable user profile settings migration for a Policy.



The user profile Migration feature is designed for use when you are replacing a device. Instead of setting up the new device from scratch, you can use Restore to load it with the user profile and settings from another device.