NetBackup™ Self Service Configuration Guide

Last Published:
Product(s): NetBackup (10.0)
  1. Configuring a Self Service solution
    1.  
      About configuring a Self Service solution
    2.  
      Self Service scheduled backup
    3.  
      Configuration checklist
  2. Configuring a NetBackup master server
    1.  
      About configuring the NetBackup master server
    2.  
      Enabling communication with a Windows NetBackup master server
    3.  
      Enabling communication with a UNIX NetBackup master server
    4.  
      Enabling communication with a NetBackup appliance
    5.  
      Enabling communication with a NetBackup master server using the REST API
    6.  
      Creating NetBackup Template Policies
  3. Configuring Self Service
    1.  
      About Self Service configuration
    2.  
      Configuring backup servers
    3.  
      Configuring protection
    4.  
      Configuring the Backup Now form
    5.  
      Configuring tenants
    6.  
      Access rights
    7.  
      Registering computers
    8. Configuring the home page
      1.  
        Home page integration settings
  4. Customizing Self Service
    1.  
      Language settings
    2.  
      Creating or customizing a request form
    3.  
      Themes
    4.  
      Notices
  5. User authentication methods
    1.  
      About user authentication methods
    2.  
      Forms based authentication
    3.  
      Windows Authentication
    4.  
      Active Directory Import
    5.  
      Configuring Self Service to use Federated Single Sign-On
  6. Troubleshooting
    1.  
      About troubleshooting
    2.  
      Where to find troubleshooting information
    3.  
      Impersonation of a tenant user
    4.  
      Issues with Remote PowerShell to Windows master servers
    5.  
      Issues with HTTPS configuration
  7. Appendix A. NetBackup policy types
    1.  
      List of NetBackup policy types
  8. Appendix B. Dashboard traffic light status and usage
    1.  
      About dashboard traffic light status and usage
    2.  
      Assets with a protection type
    3.  
      Assets without a Protection Type
    4.  
      Usage and Charging
  9. Appendix C. Synchronizing data from NetBackup
    1.  
      About synchronizing data from NetBackup
  10. Appendix D. NetBackup Self Service data caching process
    1.  
      About NetBackup Self Service data caching process
    2.  
      NetBackup Data Synchronization
    3.  
      Backup Now
    4.  
      Protect
    5.  
      Unprotect
  11. Appendix E. Integration settings
    1.  
      About integration settings
    2.  
      NetBackup Adapter
    3.  
      NetBackup Adapter Usage
    4.  
      NetBackup Adapter Access Rights
    5.  
      Action Request Types
    6.  
      vCloud Director import
  12. Appendix F. REST API
    1.  
      About the REST API
  13. Appendix G. Glossary
    1.  
      Glossary

Configuring tenants

A tenant is an organizational unit and at least one tenant must exist. A tenant can be created with the Add Tenant button in the Tenants page. The first (admin level) user of the tenant is created at the same time. If any vCloud Director Import sources are defined, the tenant's credentials can be set. A tenant record, related tenant Integration Settings, and the user record are added to the database when you click OK.

A tenant's details can be edited through Admin > Organization > Tenant. A tenant's Customer Code, which is set when you create a tenant, can be viewed in the Details tab. All users that are associated to the tenant are visible in the Users tab. Tenant level Integration settings are available in the Integration tab. vCloud Director credentials, and also additional vCloud Director imports, can be set here. The tenant administrator can subsequently set the updated vCloud Director password when required, using the change facility on their home page vCloud Director Infrastructure tree view node. Tenant level theming can be carried out in the Theme tab.

You can also use an API to create tenants. A PowerShell script is provided as a starting point for automating the creation of tenants and their users. It makes use of the Front Office SDK to call the public web services.

Further information about the SDK is available in the help files. The help files are found in the install location of the NetBackup Self Service portal. By default, the files are located in C:\Program Files\Biomni\Front Office 9.4\Sdk\. Microsoft developers should use the SDK. Non-Microsoft developers can call the web service directly. The URL is found in Admin > Support > Configuration Check in the Public Web Service section of the Server tab. The web service is DirectaApi.svc.

Caution:

Do not create tenants directly in the portal Admin section (Admin > Organization > Tenant > Add). If you create tenants from this screen, not all of the required Self Service data is created. Create tenants from the Add Tenant form (on the Tenants page) or use the API.

Deactivating a Tenant

To deactivate a tenant:

  1. Go to Admin > Organization > Tenant.
  2. Deactivate the tenant.

    Deactivate the tenant with the Deactivate link on the right of the specific tenant row from the list page. Or deactivate the tenant from the Details tab by deselecting the Active check box in tenant record.

    This action prevents logon from tenant users.

  3. All computers, backup, protection, and usage data is retained in the Self Service database.
  4. Delete all policies for the tenant in NetBackup.

    You can identify the policies by checking for any that start with the deactivated tenant's Customer Code.

Adding users

You can add additional users to the tenant in a number of ways:

  • Manually through the portal from the Admin > Organization > Tenant > Users tab

  • Active Directory (Admin > Organization > User right-click Import Active Directory). The Cost Center Code must be the same as that found in the Tenant record.

  • Base Data import through CSV (Admin > Organization > User right-click Import / Export Users. User tab in the Import File Template). The Cost Center Code must be the same as that found in the Tenant record.

  • Using the API

Note:

Once a user is associated to a tenant this association cannot change.

A user record can be deactivated to prevent access to the system. If using Forms Authentication, password rules can be defined using a number of criteria. These rules can be configured in Admin > Settings > System Configuration.

A tenant user with an Administrator access profile can manage their own user records.