Policies

Navigate to Data  > Policies within the DCT UI to see sub-sections corresponding with the policy types found in DCT-connected Continuous Data Engines.

Policy Types

  • Replication: Defines how and when data objects are replicated between engines, supporting disaster recovery, migration, or multi‑site topologies.

  • Replica Retention: Controls how long replicated copies are kept on target engines for storage efficiency while meeting retention requirements.

  • Retention: Governs the lifecycle of snapshots and dataset versions, automatically cleaning up older points‑in‑time based on defined retention windows.

  • SnapSync: Specifies how frequently source data is synchronized into Delphix, determining the cadence of snapshot capture for datasets.

  • VDB Refresh: Automates refresh intervals for VDBs to stay up‑to‑date without requiring manual intervention.

  • VDB Snapshot: Establishes rules for capturing and retaining snapshots of VDBs, supporting versioning, backups, and rollback workflows.

DCT-Managed policies

DCT-managed policies are centrally managed within DCT for deployment on multiple Delphix Continuous Data or Compliance Engines. These policies are identified by a DCT_Managed prefix in their name on the Delphix Engine itself, but the name in DCT will remain the same.

Accessing policies

To view policy data in DCT:

  1. Navigate to Data > Policies.

  2. Expand the Policies tab to see the list of all available policies by type with key column details:

    • DCT Managed: Indicates whether this is a DCT Managed policy.

    • Engine: Specifies which Delphix Engine the policy applies to.

      • Note, since DCT Managed policies can be applied to multiple engines, results for them are not shown in this column.

    • Tags: Lists any tags associated with the policy.

    • More Details: Provides additional policy information.

Viewing policy details

Click on a policy to view its detailed information in the Overview tab, which includes:

  • Created By: The user who created the policy.

    • Engine-managed policies will only show the engine name.

    • DCT-managed policies will show the user who created it.

  • Created At: A timestamp of when the policy was created.

  • Configuration: Additional information about the policy's configuration.

  • Tags: Lists any tags associated with the policy.

The Policy Assignments tab at the top lists the dSources and/or VDBs to which the policy is applied.

Converting a Delphix Engine policy to DCT Managed

To convert an existing Delphix Engine policy into a DCT Managed policy:

  1. Navigate to the Data >Policies list.

  2. Select the desired policy and click View.

  3. Expand the Actions dropdown in the top-right corner and choose Convert to DCT Managed (shown in the image above).

  4. A popup will confirm that converting the policy enables updates within DCT and allows application to objects across different engines.

dSource/VDB policy management

To access the details page of a dSource/VDB with a policy, click the aforementioned Policy Assignments tab of a policy and select an associated dSource/VDB where its assigned. The general dSource list can be found by navigating to Data > Data Management > dSources [or] VDBs.

In the dSource/VDB details page, a new Policies tab has been added likewise, which all policies associated with the selected dSource/VDB.

To apply or remove policies in the Policies tab on a dSource/VDB:

  1. Select the Change Policy button on the desired policy.

  2. Select or deselect policies in the list that appears to apply or unapply them from the dSource/VDB.

Policy improvements

Version 2025.2.0

New improvements have been made to virtualization policies, including support for quota customized policies, applicable replica retention policies, and the auto-selection of DCT-managed default policies in wizards, and when DCT-managed policies are deleted.

  • Quota customized policies

    Quota policies are flexible, allowing you to edit them directly rather than picking from preset options; if no policy exists, entering a value creates a new DCT-managed policy, and if an engine-managed policy is in place, your edit replaces it with a new DCT-managed policy.

  • Application of Replica Retention policies

    In previous release there was read-only support for replica retention policies. Starting with 2025.2.0, users will be able to set replica retention policies on replicas (namespaces) and replicated dSources and VDBs.

  • Auto-selection of DCT-managed default policies in wizards and when DCT-managed polices are deleted

    With 2025.2.0, dSource linking wizards and VDB provisioning wizards will auto-select DCT-managed default policies. Moreover, if a DCT managed policy was applied to an object and it is deleted from DCT, DCT will automatically set the DCT managed default policy in its place.