To create a Veritas Account on the SORT page

1. In your web browser, navigate to:

   https://sort.veritas.com/cohesity/netbackup

2. In the upper right corner, click Login, then click Register now.
3. Enter the requested login and contact information:

   Email address	Enter and verify your email address
   Password	Enter and verify your password
   First name	Enter your first name
   Last name	Enter your last name
   Company name	Enter your company name
   Country	Enter your country
   Preferred language	Select your preferred language
   CAPTCHA text	Enter the displayed CAPTCHA text. If necessary, refresh the image.

4. Click Submit.
5. When you receive your login information, you can log into SORT and begin uploading your customized information.

To create a generic installation checklist

1. In your web browser, navigate to:

   https://sort.veritas.com/cohesity/netbackup

2. Find and select the Installation and Upgrade Checklist widget.
3. Specify the requested information

   Product	Select the appropriate product from the drop-down menu. For NetBackup select NetBackup Enterprise Server or NetBackup Server.
   Product version you are installing or upgraded to	Select the correct version of NetBackup. The most current version is always shown at the top of the list.
   Platform	Select the operating system that corresponds to the checklist you want generated.
   Processor	Select the correct processor type for your checklist.
   Product version you are upgrading from (optional)	For new installations, do not make any selections. For upgrades, you can select the currently installed version of NetBackup.

4. Click Generate Checklist.
5. A checklist corresponding to your choices is created. You can modify your selections from this screen, and click Generate Checklist to create a new checklist.

   You can save the resulting information as a PDF. Numerous options are available for NetBackup and many of them are covered in the generated checklist. Please spend time reviewing each section to determine if it applies to your environment.

To create a system-specific installation report for Windows

1. Go to the SORT website:

   https://sort.veritas.com/cohesity/netbackup

2. In the Installation and Upgrade section, select Installation and Upgrade custom reports by SORT data collectors.
3. Select the Data Collectors tab
4. Select the radio button for Graphical user interface and download the correct data collector for your platform.

   The data collector is OS-specific. To collect information about Windows computers, you need the Windows data collector. To collect information about UNIX or Linux computers, you need the UNIX or Linux data collector.

5. Launch the data collector after it finishes downloading.
6. On the Welcome screen, select NetBackup from the product family section and click Next.
7. On the System Selection screen, add all computers you want analyzed. Click Browse to see a list of computers you can add to the analysis. Veritas recommends starting the tool with an administrator or a root account.
8. When all systems are selected, review the System names section and click Next.
9. In the Validation Options screen, under Validation options, select the version to which you plan to upgrade.
10. Click Next to continue
11. The utility performs the requested checks and displays the results. You can upload the report to My SORT, print the results, or save them. Veritas recommends that you upload the results to the My SORT website for ease of centralized analysis. Click Upload and enter your My SORT login information to upload the data to My SORT.
12. When you are finished, click Finish to close the utility.

To create a system-specific installation report for UNIX or Linux

1. Go to the SORT website:

   https://sort.veritas.com/cohesity/netbackup

2. In the Installation and Upgrade section, select Installation and Upgrade custom reports by SORT data collectors.
3. Select the Data Collector tab.
4. Download the appropriate data collector for your platform.

   The data collector is OS-specific. To collect information about Windows computers, you need the Windows data collector. To collect information about UNIX or Linux computers, you need the UNIX or Linux data collector.

5. Change to directory that contains downloaded utility.
6. Run ./sortdc

   The utility performs checks to confirm the latest version of the utility is installed. In addition, the utility checks to see it has the latest data. The utility then lists the location of the log file for this session.

7. If requested, press Enter to continue.
8. Select the NetBackup Family at the Main Menu.
9. Select Installation/Upgrade report when prompted What task do you want to accomplish?

   You can select multiple options by separating your response with commas.

10. Specify the system or systems you want included in the report.

    If you previously ran a report on the specified system, you may be prompted to run the report again. Select Yes to re-run the report.

    The utility again lists the location of the log files for the session.

    The progress of the utility is displayed to the screen.

11. Specify NetBackup when prompted for the product you want installation or upgrade reports.
12. Enter the number that corresponds to the version of NetBackup you want to install.

    The utility again lists the location of the log files for the session.

    The progress of the utility is displayed to the screen.

13. The utility prompts you to upload the report to the SORT website if you want to review the report online. The online report provides more detailed information than the text-based on-system report.
14. When your tasks are finished, you can exit the utility. You have the option to provide feedback on the tool, which Veritas uses to make improvements to the tool.