UEM: Policies and profiles backup management

Nerdio Manager allows you to backup and restore policies and profiles configurations. You are able to backup policies and profiles to a known-good configuration. You can then restore policies and profiles without the need to document all the settings. You may test policy and profile changes quickly, with the confidence that you can revert to a previous version. You may also recover from policy and profile change mistakes or corruption.

Configure automatic policy and profile backups

Nerdio Manager allows you configure automatic policy and profile backups. This ensures a backup of a policy or profile is taken whenever it is edited, either in the Nerdio console or from the native Intune console.

To configure automatic policy or profile backups:

1. Select from the following options:

   • Classic UI: Navigate to Settings > Integrations and in the Intune tile and from the Automatic policy backup option, select Enabled.

     

   • New UI: Navigate to Settings > Environment, and then select the Integrations tab. Navigate to the Intune section, select the arrow to expand the section, and from the Automatic Policy Backup option, select the cog icon.

     

2. Enter the following information:

   • Automatic scheduled backup: Turn On this option to enable automatic backup of all policies that were modified within the last 3 hours.

   • Automatic on-change backup: Turn On this option to enable automatic backup of an edited policy before the changes are applied.

   • Retention Policy:

     • Max backups count: Type the total number of backups you want to retain.

       Note: The maximum number of backups is 50. Once this limit is reached, older backups are automatically deleted to make room for new ones.

     • Max retention period (in weeks): Type the number of weeks you want to retain backups.

       Note: The maximum number of weeks is 156. Backups older than this period are automatically deleted.

   • Backup Assignments: Select to include a backup of the policy assignments.

3. Once you have entered all the desired information, select Save.

Manage all backups for a policy or profile

Nerdio Manager allows you to manage all the backups for a specific policy or profile.

To manage all backups for a policy and profile:

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Select Manage Backups.

4. Select the desired tab-- Associated or Orphaned.

   

   Note: Orphaned backups are no longer associated with a policy. This can happen because the policy was removed outside of the app or is not compliant with existing Intune settings.

5. Optionally, from the drop-down list at the top, you can filter the list for a specific policy or profile.

   

6. To restore a policy or profile from a specific backup, from the action menu, select Restore.

7. To delete backups:

   1. Select the backup(s) to delete.

   2. Select Delete selected backups.

   3. When prompted, confirm the deletion.

Create a backup for a policy or profile

Nerdio Manager allows you to manually create a backup for a specific policy or profile.

To create a backup of policies and profiles:

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Locate the policy or profile you wish to work with.

4. From the action menu, select Backup.

5. Enter the following information:

   • Change Log: Enter the change log message.

   • Tags: Optionally, select or type any desired tags.

   • Backup Assignments: Select this option to backup the policy assignments as part of the backup process.

     Note: The Backup Assignments options is automatically selected by default.

   • Stop on first failure: Select this option to cancel the remaining operations on the first failure.

6. Once you have entered all the desired information, select Create.

Restore and edit a policy or profile from a backup

Nerdio Manager allows you to restore and edit a specific policy or profile from a backup.

To restore a backup of policies and profiles:

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Locate the policy or profile you wish to work with.

4. From the action menu, select Edit or Restore.

5. Optionally, from the Backups drop-down list, select the backup to restore.

6. Make all the desired changes.

7. Once you have made all the desired changes, select Yes, I'm sure and then select Confirm.

To restore policy and assignments individually

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Select Manage Backups.

4. Select the Associated or Orphaned tab.

5. Locate the policy or profile you wish to work with, and from the action menu, select the restore action from the following:

   • Policy Only: Restores just the policy.

   • Policy and Assignment: Restores both the policy and the assignments.

   • Assignments Only: Restores just the assignments.

     

Delete backups for a policy or profile

Nerdio Manager allows you to delete backups for a specific policy or profile.

To delete backups of policies or profiles:

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Locate the policy or profile you wish to work with.

4. From the action menu, select Manage Backups.

5. Select the desired tab-- Associated or Orphaned.

6. Select the backup(s) to delete.

7. Select Delete selected backups.

8. When prompted, confirm the deletion.

Compare backup versions

Nerdio Manager allows you to view, side-by-side, two different policy or profile backup versions that identify the changes between the versions and the name of the user that made those changes.

To compare backups of policies or profiles:

1. Navigate to Endpoints > Policy Management.

2. Select the desired tab.

3. Locate the policy or profile you wish to work with.

4. From the action menu, select Compare.

5. From each the drop down, select the two backup versions that you want to compare. You can also select whether to compare policies or assignments. Any differences are highlighted, along with the user that made the changes.