Is there a way to define Plans in a workflow?

Hello @HNICsolan !  Thanks for the post.

We do have a Workflow you can download to move all Clients in a Client Group to an Existing Plan:

https://cloud.commvault.com/webconsole/softwarestore/#!/136/671/24154

If you create a WF that adds a new client and assigns it to a Staging “New clienbts” group, you can then trigger the above WF to move them as you wish.

If you use a custom install package you should be able to pick a plan which is auto selected upon install. Another option is region based data protection, and finally, on the properties of a client group you should be able to select a default plan or storage policy - any client assigned to that group should inherit the storage policy / plan.

Hi @HNICsolan 

From SP28 onwards, we have a simpler way to achieve this directly from Plans page in Command Center for few solutions (Databases, FileServers, Virtualization)


Please refer below link and see if suits the requirements -

https://documentation.commvault.com/2022e/essential/145981_server_plan_rules.html

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1. Navigate to Plans page → Select “Plan Rules”

2. Add a new Plan Assignment Rule

 

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I tried this out but ran into a permissions issue during the select plan phase. I checked and I believe I have the appropriate permissions to run this. 

“All Permissions” checkbox is checked 

@HNICsolan are you running FR24 or higher?

Yes, I’m on FR24

I vote for the customized installer. 

No need to do anything but run the installer.