Backup mainframe data to the cloud

Create policy

To create a new policy, click the “CREATE POLICY” button on the top right. The “CREATE A NEW POLICY” page appears:

Enter the required input as shown in the example above:




Select a name for the policy. If you plan to use the M9SAPI JCL interface for running policies from the mainframe, refer to Running M9SAPI to execute the policy for naming considerations.



Execution type

Indicate the z/OS environment on which this policy runs, either an agent or an agent group. The agent must be pre-defined to the management server. Assigning an agent means this policy will be executed on the LPAR in which the agent is active.

Agent grouping allows you to span work across several agents.


When ENABLED, the policy can be run automatically or manually. When DISABLED, the policy can be run manually only. Before deleting a policy, it must be set to a DISABLED status.

To define a policy to backup data sets, select DATA SET BACKUP in the “Type” field.


For a description of how to use the “Schedule” tab, refer to Schedule.


Use SMS policy: Backup according to SMS settings.

#of generations: This option is available for policies that create multiple backups of data sets or full volume dumps.

Reset change bit: When checking this checkbox, the policy will reset the change bit after backing up the data set. The checkbox is checked by default.

Retention method: Specifies the retention method for backups done by this data set backup policy.

For full description of all the options, refer to Create a new policy for more details.


During activity, the policy uses the filters and policy options to select resources, excluding:

  • Temporary data sets

  • Data set aliases

  • VTOC Indexes and VVDSs

Run backup policy

Run the policy by selecting the “Run now” option from the 3-dot menu:

Confirm the request to run the policy by clicking on the YES, RUN POLICY NOW button.

Manage backup policy and resources

Edit a policy

A policy can be edited after its creation by selecting the "Edit" option from the 3-dot menu:

All of the policy settings can be changed other than the policy type itself.

Restore a backup

Search resources are available on the upper right of any page.

Use a full name or a pattern:

Wildcard Symbol



Replacing one character, e.g. M9RES%


Replacing zero or more characters

A search can be invoked for a data set, volume or Unix object by using the full name or a pattern. Partial matches are returned.

Using the three dot menu button on the left side of the table, select the Restore option.

Within the restore pop-up window, specify the Target data set and Restore volume (if relevant).

Click on RESTORE to perform the action.

Input the credentials in order to validate the restore operation is permitted.

To check the status of the restore operations, a redirect to ACTIVITIES screen will take place. See sample below:

Lifecycle management

Backup resource version that were created as part of a policy with generation settings, will expire during the upcoming runs of a policy.

Another possibility is define a backup policy using a retention period. Using this feature will cause a backup resource version to expire only after its expiration date using the Model9 life cycle process.

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