Getting Started

To configure Veeam Service Provider Console and quickly get started with it, keep to the following sequence of steps:

1. Configure Veeam Service Provider Console.

1. Connect Veeam Cloud Connect server to Veeam Service Provider Console.

Connect a Veeam Cloud Connect server that will be used to enable cloud functionality for Veeam Service Provider Console.

2. Configure notification settings.

Configure SMTP and notification settings that Veeam Service Provider Console will use to send out email notifications, such as alarm notifications, billing notifications and so on.

2. Configure your company profile.

1. Provide company contact information.

Fill out information about the company that provides managed backup services.

2. Customize the portal branding.

Customize portal, invoice and report appearance in accordance with your corporate branding.

3. Create subscription plans.

Configure subscription plans that will be used to calculate the cost of managed backup services provided to companies.

4. Create portal users.

Create users that will have access to the Veeam Service Provider Console portal, to delegate billing, reporting and monitoring tasks.

3. Enable Veeam Service Provider Console integrations.

1. Configure Veeam Service Provider Console plugins.

Configure required plugins to manage Veeam products and combine Veeam Service Provider Console functionality with 3rd party solutions.

2. Configure integration with VCSP Pulse.

Configure VCSP Pulse integration to create, manage and assign license keys internally and to managed companies.

4. Add companies and systems to manage.

1. Register company accounts.

Create accounts for companies that will act as consumers of managed backup services.

2. Create company locations.

For companies that run multiple offices or business units, create locations to differentiate backup services and resources consumed by each office.

3. (Optional) Register reseller accounts.

Create accounts for resellers to which you can delegate management of companies.

4. Deploy Veeam Service Provider Console management agents.

Deploy Veeam Service Provider Console management agents on computers hosting Veeam products.

5. Deploy Veeam Backup Agents and configure backup jobs.

Deploy Veeam backup agents on computers in client and hosted infrastructures, and configure backup job settings.

6. Connect Veeam Backup & Replication servers or install Veeam Backup & Replication on managed computers.

Connect Veeam Backup & Replication servers that you plan to manage in Veeam Service Provider Console or install Veeam Backup & Replication on computers in client and hosted infrastructures.

7. Configure backup jobs or policies for managed Veeam products:

• Configure Veeam Backup & Replication jobs for client companies.
• Configure Veeam Backup for Microsoft 365 backup and backup copy jobs.
• Configure Veeam Backup for Public Clouds policies.

5. Configure and schedule invoices.

Configure invoices, billing notifications, choose what types of invoices must be sent to companies, and specify invoice schedules.

6. Configure backup reports.

Configure and run backup reports to check the efficiency of data protection, and make sure that you meet established RPO and SLA requirements.

7. Configure alarm settings:

1. Configure Veeam Service Provider Console alarms.

Check alarm settings, alarm assignment, and configure alarm email notifications.

2. Synchronize alarms with Veeam ONE.

Enable alarms data collection to manage in Veeam Service Provider Console alarms triggered in Veeam ONE.

You can get a prompt about required configuration steps in Veeam Service Provider Console. Log in to Veeam Service Provider Console as a Portal Administrator, at the top right corner of the Veeam Service Provider Console window, click Configuration and choose Getting Started. The welcome dashboard will display information about tasks that you must perform to configure Veeam Service Provider Console.

For your convenience, steps that you have already completed are marked with the done check icon. Steps that you still should complete, are displayed as gray and tagged as 'To do'.