Adding a New Plan

  1. From the left navigation panel, click Plans.

  2. From the top toolbar, click New.

    The Create New Plan Wizard opens.

    1. Enter the applicable information:

      • Name

      • Description (optional)

    2. Optional - Select Copy settings from existing plan, and then select a Plan from the pulldown menu. This optional step enables you to use this Plan and its settings as a starting point for your new Plan. You can update the new Plan's settings in the next steps.

    3. Click Next to proceed to the next step of the Wizard.

  4. In this step you can configure a periodic backup of your Plan to the cloud. This step is optional, but highly recommended. If you do not wish to use this option, move the toggle to the Off position.

    1. Enter a password to restore your backup in the applicable fields. You are required to enter the same password in both fields.

    2. Schedule how often you want to back up your Plan.

      • Daily

      • Weekly (Default, Recommended) - Select a day of the week from the pulldown menu.

      • Monthly - Select a day of the month from the pulldown menu.

      For all options, you must select a time to export the backup (default is 00:00-01:00).

      You can store a maximum of 12 backups. If you exceed this number, the oldest backup is deleted. For more information on backups, see Backing Up a Gateway.

      Note - From the New Plan wizard, back up only to the cloud is supported for the Gateway assigned to this Plan.

    3. Click Next to proceed to the next step of the Wizard.

  5. You see a preview of the new Plan's settings including the Software Blades and their status:

    • Enabled - Configured in Spark Management and managed by Spark Management.

    • Disabled - Disable a Blade.

    • Locally Managed - The Blade is Locally Managed in the Appliance WebUI.

    1. If you did not copy settings from an existing Plan, the preview shows the Recommended set in the Selection is based on field.

      Note - You can also select to copy settings from another plan at this stage from this same menu.

    2. If you copied settings from another Plan, the Selection is based on field displays the name of that Plan. You see a preview of this Plan's settings.

    3. Click Customize preset to change the settings. Click the buttons next to each Software Blade to change the status to Enabled, Disabled, or Locally Managed.

      Alternatively, in the Selection is based on menu options, select Customize preset.

      Notes:

      • These are the only changes you can make within the New Plan Wizard. To make major configuration changes, see Editing a Plan.

      • In the Selection is based on field you can also select Locally Managed, which sets all the Blades to Locally Managed. This option is not recommended. Optimally, Quantum Spark Management manages all the Software Blades for you.

    4. Click Next to proceed to the next step of the Wizard.

  6. This page shows a summary of your actions in the New Plan Wizard:

    • Plan Name

    • Description

    • Backup to cloud - Active or Not Active.

    • Software Blades and their status.

    1. Click Back to return to an earlier step in the Wizard.

    2. Click Finish to exit the Wizard.

    3. Your Plan is created successfully and ready for you to assign Gateways. You are automatically directed to your new Plan object and can continue configuring your Plan there.

      For information about editing your Plan, see Editing a Plan.