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Creating an Auto-Configuration Rule for Copilot Agents

License Editions: For license details, see Plans & Pricing.

📝NOTE: The availability of this feature may be limited based on the license type, region, and other criteria. To access this feature, contact support.

An auto-configuration rule configures agents for backup automatically. The rule selects agents by their attributes and assigns them a storage region and a backup profile. When Cloud Platform discovers a new agent that matches the rule, it configures the agent for backup.

Prerequisites

Important: You can assign a storage region to an agent only once. You cannot change it afterward.

Create a rule

  1. Go to All Services > Copilot Agents > Auto Configuration Rules.

  2. Select + Auto Configuration Rule. The New Auto Configuration Rule wizard opens on the Overview step.

Step 1: Overview

  1. In Name, enter a name for the rule.

  2. Optional: In Description, enter a description.

  3. Set the rule priority, where 1 represents the highest priority.

  4. Optional: Select Auto-disable unmatched resources. If you leave it clear, agents that no longer match the rule (un-matched) continue to back up with the rule settings.

  5. Select Next.

Step 2: Resources

  1. Select one of these options:

    • All discovered resources: Applies the rule to all discovered agents

    • Specify resources using conditions: Applies the rule only to agents that match the conditions.

  2. If you selected Specify resources using conditions, select Add Conditions.

  3. In Select resources when, select All conditions are met or Any condition is met .

  4. In Agent Attribute, select an attribute.

  5. In Operator, select an operator.

  6. In Value, enter or select a value and click refresh icon. Matching Agents shows the number of agents that match the condition.

  7. To add another condition, select + Add, and then repeat steps 4 through 6.

  8. Select Save.

  9. Review the Matching Resources counts.

  10. Select Next.

You can build conditions with these attributes:

Agent attribute

Example operator

Agent Name

Equals, Not Equal To, Contains, Does Not Contain, Starts With

Last Modified Date

Before, After, On, Older Than, Within

📝 Note: The Agent Attribute list might also show Platform. The platform is scheduled for removal in a future release. For details, see Known issues.

The Matching Resources section groups the matching agents into the following categories.

  • Not Configured: Lists agents that the rule configures for backup.

  • Auto configured: Lists agents that another rule configured. This rule overrides their settings.

  • Manually configured: Lists agents that an administrator configured manually.

The rule does not override agents in a backup profile that has Data Lock enabled.

Step 3: Backup Settings

  1. In the Storage Region, select the storage region for the backup data.

  2. In Backup Profile, select a backup profile. The wizard displays the backup frequency, retention, and Data Lock setting of the profile.

  3. Select Save.

The rule appears on the Auto Configuration Rules page with its Rule Name, Priority, and Backup Profile.

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