Self-Help Onboarding Guide

for Veeam Backup & Replication

Products
Thank you for purchasing one of Veeam’s Backup and Replication products, which includes Veeam Backup
and Replication, Veeam Availability Suite and Veeam Essentials. This document includes our self-help guide
to get you started with your new product and make sure you know how to access Veeam Support, products,
licensing and more!

If you wish to have an engineer or trainer consult with you, please contact your Veeam reseller. They can
assist you with a professional services engagement or refer you to one of our Veeam Accredited Service
Partners.

If you have questions or feedback related to this guide, please contact the Veeam Onboard team at
veeam.customersuccess.onboarding@veeam.com.

Thank you!
The Veeam Onboarding Team

Index:

Step Page(s) Topics

1 2 Getting Set Up – MyAccount, Administrators and Support access

2 3-4 Key Components - Architect, Design, Deploy

3 5 Planning and Managing Backups

4 6 Mastering Restores

5 7 Protecting against data loss

Onboard Guide for Veeam Backup products

Step 1: Getting set up

Step 1 2 3 4 5

The goals for Step 1 are to complete the following:

 Register and log in to My Account at https://my.veeam.com

 Download your software and license key(s)
 Assign Case Administrators if additional team members require access to Veeam Support
 Know how to access Veeam Support

Let’s get started!

1. Log in to My Account, creating your account if it’s your first login. Utilize the menu items
on the left--hand side to access your Veeam products, license keys, Veeam Support, technical
documents and more! Once you have access to “My Account,” you will be able to:
2. Obtain your licensing: Select License Management > Production to manage and obtain your
Veeam licensing (License Administrator only)
3. Download products: Select Products to access and download your product(s)
4. Assign Case Administrators: Under the Support tab, be sure to assign Case Administrators if
additional team members require access to Veeam Support (License Administrator only)
5. Veeam Support: Entitled users (License Administrator and Case Administrators only) can access
Veeam Support by selecting the Support tab to create and view cases.
6. Licensing and Support Guide: Visit here for additional information about Veeam administrators,
licensing and support.

Suggested resources:
• Overview of Veeam’s Important Online Resources
• Frequently Asked Questions list for Veeam Backup & Replication
• VMware vSphere User Guide
• Microsoft Hyper-V User Guide
• Free on-demand training at Veeam University

Pro tip:
The F1 key provides on-demand context-sensitive help within any Veeam software product for quick and easy
answers to questions along the way.

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Onboard Guide for Veeam Backup products

Step 2: Understanding key components

1 Step 2 3 4 5

Your goals in Step 2 are:

• Understand the key components of your Veeam environment

• Architect, size and plan your Veeam environment to meet your business objectives
• Deploy

Let’s get started!

Although there can be plenty of nuances,

Veeam Backup & Replication™ consists
of three main components:

• Veeam Backup & Replication server

• Proxy data movers — these read
source data
• Repositories — a backup target,
or tiered targets, for storing backup
archives

Get these three components right (especially repositories — this is where your valuable backups will
reside after all), and you’ll be well on your way to an awesome Veeam experience.

Common tasks in sequential order:

1. Plan for Veeam Backup & Replication server and database deployment
o Architect and overview
o Size
2. Plan for repositories
o Architect and overview
o Best Practice Guide
o Size / capacity requirements
▪ Calculator

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Onboard Guide for Veeam Backup products

▪ Repository Sizing Best Practice Guide

3. Plan for proxies
o Architect and overview
o Size
4. Deploy
o Be aware of system requirements, ports and permissions ( vSphere, Hyper--V)
o Read the installation instructions ( vSphere, Hyper--V)
o The “Quick Start Guide” provides a written summary of installation ( vSphere, Hyper--V)
o Watch the installation video on Veeam University here. Please make sure you have
logged onto your account, first.

Pro tip:
Have Veeam ONE™ deployed? The Infrastructure Assessment reports can provide useful
information prior to installing Veeam Backup & Replication, such as existing snapshots,
physical raw device mappings and missing VMware Tools. More details here.

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Onboard Guide for Veeam Backup products

Step 3: Planning and managing Veeam backups

1 2 Step 3 4 5

Now that you have deployed Veeam®, let’s make sure you are set up for success!

Your goal in Step 3 is to:

• Organize and schedule backup jobs to meet your objectives

As you are planning how to organize and schedule your backup jobs to best match your business needs,
there are a few things to think about, such as:

• The repository type you have deployed

• Your recovery time objectives
• Your source data type and applications in play

Next, check out Veeam’s resources below to help you make the best decisions regarding job planning
and management:

• The mechanics of running a backup job, as seen in Veeam University’s “How to create a VM
backup job”
• Job types and setup guides here
• Best practice considerations on your backup jobs here

Pro tip: Once your jobs are running, staying updated on their status is key to a healthy
operating environment that meets your recovery objectives. Here are some resources on job
monitoring and status:

• https://helpcenter.veeam.com/docs/backup/vsphere/reporting.html?ver=110
• Veeam University “VM backup job reporting” under the ‘Backup’ tab

If you have Veeam ONE™ deployed, then your backup monitoring can go to a whole new
level. These resources will be of interest:

• https://www.veeam.com/blog/backup-and-monitoring-reports-v11.html
• https://helpcenter.veeam.com/docs/one/reporter/vbr_dashboard.html?ver=110
• https://helpcenter.veeam.com/docs/one/monitor/backup_monitoring.html?ver=110

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Onboard Guide for Veeam Backup products

Step 4: Mastering restores

1 2 3 Step 4 5

Your goals in Step 4 are:

• Learn about the restore types

• Review additional restore considerations and learning resources

Overview of restore types

1. Start here with a summary of common restores:

https://helpcenter.veeam.com/docs/backup/vsphere/data_recovery.html?ver=110
2. Follow recorded walk-throughs of common restores on Veeam® University:
https://www.veeam.com/university-training-list.html
3. Find notes on specific application restores here:
https://bp.veeam.com/vbr/VBP/4_Operations/O_Restores/
4. Make sure your recoveries don’t negatively impact your environment in the face of a malware
attack by leveraging Staged Restores and Secure Restores

Pro tip:
Did you know that Veeam can test the validity of your backup archives by actually restoring
them, testing the restored workload and then powering it down? And do all of this without
impacting your production environment? With automated reporting? All without any
operator hands-on? Check out Veeam SureBackup® to automate your regular restore testing.

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Onboard Guide for Veeam Backup products

Step 5: Protecting against data loss

1 2 3 4 Step 5

Congratulations! This is the final step of your self-guided onboarding. Your goal for this step is:

• Make sure your data is safe!

You may be aware of the 3--2--1 Rule. Well, with Veeam, you can move toward the enhanced 3--2--1--
1--0 formula!

Having off--site, air--gapped backups is a critical step in planning your data availability strategy.
Veeam® provides a plethora of features and processes to help ensure you can get back on your feet
should disaster strike. We’ll start with these four:

• Backup Copy Jobs — ensure backup archives are available in different locations, whether onsite
or offsite.
• Capacity (and Archive) Tier — move and copy backup data to cloud storage, be it in public cloud,
hosted cloud or even on premises object storage.
• Replication — have a warm standby of your workloads to power on quickly just in case.
With Veeam, replication comes in two options: regular and continuous
• SureBackup — ensure the integrity of your backups with recovery verification.

Would you like to know more? Read here.

This concludes the onboarding guide. If you have additional questions or feedback, please feel free
to contact our Onboarding Team at veeam.customersuccess.onboarding@veeam.com.

Pro tip:
Did you know that Veeam can also orchestrate on-site or off-site failovers in the event of a
disaster? This level of automation ensures consistent, widespread recovery, automated
testing and documentation of your disaster recovery plan. You can dip into orchestrated DR
here.

Thank you again for choosing Veeam!

The Veeam Onboarding Team

veeam.customersuccess.onboarding@veeam.com