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

Creating NetBackup Template Policies

Numerous options are available when you create a NetBackup policy. The NetBackup Administrator's Guide Volume I contains an entire chapter on creating backup policies. Please refer to that manual for details on the creation of backup policies.

Self Service template policies do not use all NetBackup policy options. For scheduled policies, the information that is specified in Table: Required policy information for scheduled and Backup Now policies is the only items that affects Self Service. You should configure all other policy data as you would for any other NetBackup policy. Table: Required policy information for scheduled and Backup Now policies details the relevant tab in the NetBackup policy creation screen and the corresponding information that is required for Self Service template policies. For comprehensive information on how to create NetBackup policies, please see the NetBackup Administrator's Guide Volume 1.

Table: Required policy information for scheduled and Backup Now policies

NetBackup policy tab

Applicable template policy

Additional details

Attributes

Backup Now and scheduled backup

  • The policy must be deactivated.

  • When you specify the storage option, be sure to specify one that is large enough to successfully back up all the data.

Schedules

Backup Now only

  • If you use Retention Levels, you must have a schedule named Default.

  • Self Service does not use the retention value that is set in the NetBackup policy. Self Service updates the retention level of the Default schedule when the policy is created.

  • Do not set the schedule to run automatically.

Clients

Backup Now and scheduled backup

  • NetBackup Self Service adds the client information so leave this field blank.

Template Policies are inactive policies on the master server that need to be specially created for the solution. They are only required if you use Protection Levels or offer Backup Now functionality.

When users perform the actions that require a policy to be created on the master server, the relevant template is copied to create a tenant-specific policy. The policy is modified according to the user's action.

Template Policies must be created on every master server that is configured as a backup server. The naming of these policies is case-sensitive and all should be marked inactive.

Policy Type

The policy type code for NetBackup. For example, 0 for standard, 13 for Windows, 40 for VMware.

More information on NetBackup policy types is available.

See List of NetBackup policy types.

For any type 40 (VMware) template policy:

  • For any vCloud Director template policy on the Client tab Virtual Machine Selection must specify Enable vCloud Director integration.

Backup Now Template Policies

NetBackup Self Service is configured out of the box to use the default NetBackup retention levels for BackupNow policies. If these are changed in NetBackup or different retention levels are offered to users, modifications must be made in the NetBackup Self Service Portal. More information about Backup Now retention levels is available.

See Configuring the Backup Now form.

Type 40 (VMware) Backup Now template policies

Some consideration is needed around the Reuse VM selection query results for value on the Clients tab for Backup Now template policies. If the value is left as the 8-hour default value, backup now actions that are performed on a virtual machine that is created within the last 8 hours could fail. If the value is set lower or to 0 hours, the operation might succeed. This change may, however, have performance implications for connected VMware systems as the whole cache is rebuilt. This value may need changing from the default 8 hours, depending on the expected usage of the system.