How do I back up and restore policies?

You can back up and restore a set of policies if, for example:

  • You want to modify your existing configuration, but do not want to commit the change without first having a backup in case the new configuration does not function as intended.
  • You want a strict policy that has very little tolerance for risk that you can revert to in case of a virus outbreak or if your security infrastructure suddenly changes.

The Zscaler service backs up all policies, including their components, such as time intervals, URL categories and keywords, DLP engines and dictionaries, and all the related configuration settings. You can save up to 200 backup files.

Adding a Backup File

  1. Go to Administration > Authentication > Backup & Restore.
  2. Click Add.
  3. Enter a Restore Point Name to identify the backup and optionally, enter a Description.
  4. Click Save and activate the change.

Viewing and Restoring Policies from a Backup File

When you restore a backup file, it overwrites all your current policies, including all the rules and their components, such as URL categories and time intervals. If your current configuration has a component that is not in the backup file, such as a URL category, that component is removed when the backup file is restored. Therefore, you might want to review the policies in the backed up file before restoring it.

To review and restore a backup file:

  1. Go to Administration > Authentication > Backup & Restore.
  2. Point to the file and click the View icon that appears on the right.

The View Restore Point dialog displays information about the file.

  1. Click View Stored policies.

The service lists all the policies.

  • You can expand a policy to see its rules, or Expand All the policies.
  • Click Back to go back to the list of backup files.