Configuration checklist

Table: Configuration checklist shows the recommended sequence of steps for configuring Self Service for the first time.

Table: Configuration checklist

Where	Activity
Server	Install NetBackup Self Service Portal (see NetBackup Self Service 10.1 Installation Guide)
	Install NetBackup Self Service Adapter (see NetBackup Self Service 10.1 Installation Guide)
	Configure remote PowerShell for a Windows master server
	Configure SSH for a UNIX master server
Portal	Create at least one backup server
Portal	Create at least one protection type (if needed)
NetBackup master server	Create Template Policies
Portal	Create a Tenant through the user interface
	Register at least one asset through the user interface, the API, NetBackup Import, or through vCloud Director import
	Test each main Self Service operation, where enabled and relevant: Submit a Protect request, then unprotect the computer after protection. Submit a Backup Now request. Submit a Restore File request. Submit a Restore VM request. Submit a Restore Cloud Asset request.