Veritas NetBackup™ Self Service Configuration Guide

Last Published:
Product(s): NetBackup (8.3.0.1, 8.3)
  1. Licensing
    1.  
      Applying the full License
  2. Configuring a Self Service solution
    1.  
      About configuring a Self Service solution
    2.  
      Self Service scheduled backup
    3.  
      Configuration checklist
  3. 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
  4. 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
  5. Customizing Self Service
    1.  
      Language settings
    2.  
      Creating or customizing a request form
    3.  
      Themes
    4.  
      Notices
  6. 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
  7. 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
  8. Appendix A. NetBackup policy types
    1.  
      List of NetBackup policy types
  9. 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
  10. Appendix C. Synchronizing data from NetBackup
    1.  
      About synchronizing data from NetBackup
  11. 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
  12. 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
  13. Appendix F. REST API
    1.  
      About the REST API
  14. Appendix G. Glossary
    1.  
      Glossary

Creating or customizing a request form

You can customize a request type but normal operation does not require this customization. All shipped request types are implementation-ready.

Note:

If changes to a shipped request form are essential, it should be copied first, then you can edit the copy as required.

NetBackup Self Service is shipped with fully preconfigured request forms (request types). These forms are launched when a backup or restore option is selected from the home page dashboard. If additional data or integration is required, you can override the default request form with an association to a customized form. This override takes effect at the system-wide level.

You should be aware that a customization may be overwritten on upgrade and any customizations must be reapplied.

The shipped request form should be selected from the list and then copied. Access the form through Admin > Request and Approval > Request Type. Additional request fields, approval stages, or workflow can then be added and the Request Type Active check box enabled. Ensure that the Request Type Name is amended to text suitable for viewing in the Request List.

Note:

No shipped request fields or workflow steps should be removed. This facility is available as a means of adding fulfillment steps or an approval process.

You should edit the relevant Action Request Type setting from the Integration Settings section.

  1. Access the setting through Admin > Settings > Integration Settings.
  2. Edit it by replacing the existing value with the new Request Type Code.
  3. You can then deactivate the shipped request form.

Note:

The Service Catalog and a full list of shipped request types is available if a restore to default values is required. They can be found in the MsBuild\RequestTypes folder, under the Installation location.

Note:

You can enable replacement Protect and Backup Now forms by linking them to the appropriate Protection Level. This option is found under the Protection tab on the administrator home page dashboard.