Veeam Service Provider Console 5.0
Guide for Service Providers

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Veeam Service Provider Console 5.0
Guide for Service Providers

About Veeam Service Provider Console
Accessing Veeam Service Provider Console
Getting Started
Configuring Veeam Service Provider Console Settings

Installing Security Certificates
Managing Veeam Cloud Connect Servers
Filling Company Profile
Customizing Portal Branding
Configuring Notification Settings
Configuring API Keys

Modifying API Keys
Disabling and Enabling API Keys
Deleting API Keys

Configuring Multi-Factor Authentication

Enabling and Disabling MFA for Administrator Portal Users
Enabling and Disabling MFA using REST API
MFA Policies

Advanced Configuration

Configuring SQL Server Connection Settings
Enabling and Disabling Maintenance Mode for Veeam Service Provider Console
Enabling and Disabling Maintenance Mode for Veeam Cloud Connect
Configuring Retention Settings

Managing Companies

Creating Companies

Creating Companies in Veeam Service Provider Console

Step 1. Launch New Company Wizard
Step 2. Specify Company Details
Step 3. Select Company Type
Step 4. Specify User Credentials
Step 5. Allocate Service Quota
Step 6. Allocate Cloud Backup Resources
Step 7. Allocate Cloud Replication Resources
Step 8. Specify Network Extension Settings
Step 9. Choose Subscription Plan
Step 10. Configure Bandwidth Settings
Step 11. Configure Multi-Factor Authentication
Step 12. Configure Notification Settings
Step 13. Review Settings
Step 14. Provide Connection Details to Company
Step 13. Create Company Locations

Creating Company Accounts in Veeam Cloud Connect

Sending Welcome Email Message
Disabling and Enabling Companies
Modifying Company Settings
Enabling and Disabling MFA for Companies
Removing Companies
Viewing and Exporting Company Details

Managing Resellers

Creating Resellers

Step 1. Launch New Reseller Wizard
Step 2. Specify Reseller Details
Step 3. Specify User Credentials
Step 4. Specify Site Scope
Step 5. Allocate Service Quota
Step 6. Allocate Cloud Backup Resources
Step 7. Allocate Cloud Replication Resources
Step 8. Allocate vCloud Director Resources
Step 9. Configure Multi-Factor Authentication
Step 9. Review Settings
Step 10. Provide Connection Details to Reseller
Step 11. Assign Companies

Sending Welcome Email Message
Disabling and Enabling Resellers
Modifying Reseller Settings
Enabling and Disabling MFA for Resellers
Removing Resellers
Viewing and Exporting Reseller Details

Managing Veeam Backup Agents

Installing Veeam Backup Agents

Installing Veeam Backup Agents with Discovery Rules (Recommended)

Step 1. Install and Configure Master Agent

Installing and Configuring Windows Master Agent
Installing and Configuring Linux Master Agent
How to Obtain Management Agent Setup File

Step 2. Perform Discovery of Client Computers

Configuring Widows Discovery Rules

Configuring Network-Based Discovery Rules
Configuring Active Directory Discovery Rules
Configuring Import-Based Discovery Rules

Configuring Linux Discovery Rules

Configuring Network-Based Discovery Rules
Configuring Import-Based Discovery Rules

Running Discovery
Resetting Discovered Computers
Configuring Email Notifications About Discovery Results
Viewing and Exporting Discovery Results

Step 3. Initiate Installation Procedure

Installing Veeam Agent for Microsoft Windows with 3rd Party Automation Tools (GPO Example)

Step 1. Deploy Management Agents Using Group Policy
Step 2. Install Veeam Agent for Microsoft Windows

Installing Veeam Backup Agents Manually

Step 1. Deploy Management Agents

Deploying Windows Management Agents
Deploying Linux Management Agents
Deploying Mac Management Agents

Step 2. Install Veeam Backup Agents

Configuring Auto Deployment Settings

Activating Veeam Backup Agents
Configuring Backup Job Settings

Configuring Backup Policies

Creating Windows Backup Policies

Before You Begin
Step 1. Launch New Backup Policy Wizard
Step 2. Select Backup Policy Access Type
Step 3. Specify Backup Policy Name and Description
Step 4. Choose Backup Agent Operation Mode
Step 5. Choose Backup Mode
Step 6. Choose Volumes to Back Up
Step 7. Choose Folders to Back Up
Step 8. Choose Backup Destination
Step 9. Specify Local Storage Settings
Step 10. Specify Shared Folder Settings
Step 11. Specify Backup Server Settings
Step 12. Specify Backup Repository Settings
Step 13. Specify Cloud Backup Settings
Step 14. Specify Cloud Repository Quota
Step 15. Specify Advanced Job Settings
Step 16. Choose Local Backup Cache Location
Step 17. Specify Guest OS Processing Options
Step 18. Configure Backup Schedule
Step 19. Review Backup Job Settings

Creating Linux Backup Policies

Before You Begin
Step 1. Launch New Backup Policy Wizard
Step 2. Select Backup Policy Access Type
Step 3. Specify Backup Policy Name and Description
Step 4. Choose Backup Agent Operation Mode
Step 5. Choose Backup Mode
Step 6. Choose Volumes to Back Up
Step 7. Choose Directories to Back Up
Step 8. Choose Backup Destination
Step 9. Specify Local Storage Settings
Step 10. Specify Shared Folder Settings
Step 11. Specify Backup Server Settings
Step 12. Specify Backup Repository Settings
Step 13. Specify Cloud Backup Settings
Step 14. Specify Cloud Repository Quota
Step 15. Specify Advanced Job Settings
Step 16. Specify Guest OS Processing Options
Step 17. Configure Backup Schedule
Step 18. Review Backup Job Settings

Creating Mac Backup Policies

Before You Begin
Step 1. Launch New Backup Policy Wizard
Step 2. Select Backup Policy Access Type
Step 3. Specify Backup Policy Name and Description
Step 4. Choose Backup Agent Operation Mode
Step 5. Choose Backup Mode
Step 6. Choose Folders to Back Up
Step 7. Choose Backup Destination
Step 8. Specify Local Storage Settings
Step 9. Specify Shared Folder Settings
Step 10. Specify Backup Server Settings
Step 11. Specify Backup Repository Settings
Step 12. Specify Cloud Backup Settings
Step 13. Specify Cloud Repository Quota
Step 14. Specify Advanced Job Settings
Step 15. Configure Backup Schedule
Step 16. Review Backup Job Settings

Creating Backup Policies from Backup Job Configurations
Assigning Backup Policies
Modifying Backup Policies
Updating Backup Job Configuration
Copying Backup Policies
Removing Backup Policies

Configuring Backup Job Settings for Individual Computers

Managing Veeam Backup Agent Jobs

Starting and Stopping Veeam Backup Agent Jobs
Disabling and Enabling Veeam Backup Agent Jobs
Modifying Veeam Backup Agent Jobs
Removing Veeam Backup Agent Jobs
Viewing and Exporting Managed Veeam Backup Agent Job Details

Enabling Read-Only Access Mode
Configuring Global Settings for Veeam Agent for Microsoft Windows
Updating Veeam Backup Agents

Updating Veeam Backup Agents from Veeam Installation Server
Updating Veeam Backup Agents in Offline Mode

Applying Patches to Veeam Backup Agents
Assigning Custom Tags to Veeam Backup Agents
Managing CBT Driver
Uninstalling Veeam Backup Agents
Viewing and Exporting Veeam Backup Agent Details
Viewing and Exporting Protected Computer Details

Managing Veeam Backup & Replication

Connecting Veeam Backup & Replication Servers
Applying Patches to Veeam Backup & Replication Servers
Assigning Custom Tags to Veeam Backup & Replication Servers
Managing Veeam Backup & Replication Jobs

Starting, Stopping and Retrying Jobs
Disabling and Enabling Jobs
Downloading Job Logs and Session Report
Viewing and Exporting Veeam Backup & Replication Job Details

Virtual Machines
File Shares
Computers Protected by Veeam Backup & Replication

Viewing and Exporting Protected Workload Details

Virtual Machines
File Shares
Computers Protected by Veeam Backup & Replication

Managing Failover Plans

Starting Failover Plans
Undoing Failover Plans
Viewing and Exporting Failover Plan Details

Managing Veeam Service Provider Console Agents

Upgrading Management Agents
Setting Master Agent for Discovery
Modifying Management Agent Connection Account
Accepting and Rejecting Management Agent Connections
Rebooting Remote Computers
Rebooting Veeam Backup & Replication Servers
Rebooting Veeam Cloud Connect Servers
Restarting Management Agent Service
Collecting Data
Uninstalling Management Agents

Billing

Services
Managing Subscription Plans

Creating Subscription Plans

Step 1. Launch New Plan Wizard
Step 2. Specify Subscription Plan Name and Description
Step 3. Specify Currency, Tax and Discount
Step 4. Specify Rates for Managed Backup Services
Step 5. Specify Rates for File Share Backup
Step 6. Specify Rates for Cloud Backup Services
Step 7. Specify Rates for Cloud Replication Services
Step 8. Review Subscription Plan Settings

Assigning Subscription Plans
Modifying Subscription Plans
Copying Subscription Plans
Removing Subscription Plans
Viewing and Exporting Subscription Plan Details

Managing Invoices

Configuring Invoice Appearance and Billing Notifications
Choosing Invoice Type
Scheduling Invoices
Creating Invoices Manually
Sending Invoices
Marking Invoices as Paid and Unpaid
Deleting Invoices
Viewing and Exporting Invoice Details

How Cost of Services is Calculated
Measuring Amount of Consumed Services
Billing Summary

Working with Alarms

Managing Alarms

Modifying Alarm Settings

Modifying Multiple Alarms

Copying Alarms
Changing Alarm Assignment Scope
Enabling and Disabling Alarms
Exporting Alarm Configuration
Configuring Alarm Email Notifications

Working with Triggered Alarms

Viewing and Exporting Triggered Alarms
Resolving Alarms
Acknowledging Alarms
Deleting Alarms

Monitoring

Overview
Top Companies
Dashboards

Job Overview
Clients Infrastructure
Cloud Connect Infrastructure

Backup Reporting

Customizing Report Logo and Report Notifications
Configuring Backup Reports

Modifying Backup Report Configuration
Deleting Backup Report Configuration

Running Backup Reports
Viewing Backup Reports
Sending Backup Reports
Deleting Backup Reports

Managing Portal Users

Managing Administrator Portal Users

Managing Portal Administrators
Managing Site Administrators
Managing Portal Operators
Managing Read-Only Users

Managing Company Users

Company User Roles and Permissions
Creating Company Users

Creating Company Administrators
Creating Location Administrators
Creating Location Users
Creating Subtenants
Creating Company Invoice Auditors

Managing Company Owners
Modifying Company Users
Enabling, Disabling and Resetting MFA for Company Users
Removing Company Users
Disabling and Enabling Company Users

Filling User Profile

Managing Locations

Creating Locations
Setting Locations
Modifying Locations
Removing Locations

Plugins and Integration

Integration with ConnectWise Manage

Enabling ConnectWise Manage Integration

Step 1. Obtain ConnectWise Manage API Keys
Step 2. Configure Plugin Connection
Step 3. Enable Integration Features

Configuring Companies Integration

Creating New Companies
Mapping Companies
Removing Mapping

Configuring Consolidated Billing
Configuring Automated Ticketing
Refreshing Data

Integration with ConnectWise Automate

Enabling ConnectWise Automate Integration

Step 1. Install Veeam Service Provider Console Plugin for ConnectWise Automate
Step 2. Connect Veeam Service Provider Console Server

Updating ConnectWise Automate Plugin
Configuring Companies Integration

Creating New Companies
Mapping Companies
Removing Mapping

Configuring ConnectWise Automate Internal Monitors
Configuring Locations Integration

Creating New Locations
Mapping Locations
Removing Mapping

Managing Veeam Backup Agents

Installing Veeam Backup Agents
Activating Veeam Backup Agents
Assigning Backup Policies
Managing Veeam Backup Agents Jobs

Starting and Stopping Veeam Backup Agents Jobs
Disabling and Enabling Veeam Backup Agents Jobs
Removing Veeam Backup Agents Jobs

Enabling and Disabling Read-Only Access Mode
Configuring Veeam Backup Agents Global Settings
Updating Veeam Backup Agents
Uninstalling Veeam Backup Agents

Managing Veeam Backup & Replication Jobs

Starting, Stopping and Retrying Jobs
Disabling and Enabling Jobs
Viewing Veeam Backup & Replication Job Details

Virtual Machines
File Shares
Computers Protected by Veeam Backup & Replication

Synchronizing Data
Managing Maintenance Mode for Veeam Service Provider Console Plugin

Scheduling Maintenance Mode for Veeam Service Provider Console Plugin

Licensing

Licensed Objects
License Types
Managing License

Installing License

Installing Veeam Service Provider Console License
Installing Veeam Cloud Connect License
Installing Veeam Backup & Replication License

Deleting License

Deleting Veeam Cloud Connect License
Deleting Veeam Backup & Replication License
Revoking Veeam Backup Agent Licenses

Updating License

Updating Veeam Service Provider Console License

Updating License Manually
Updating License Automatically

Updating Veeam Cloud Connect License
Updating Veeam Backup & Replication License

Viewing License Details

Veeam Service Provider Console License Key Details
Overview
Cloud Connect Servers
Backup Servers
Backup Agents

Submitting License Usage Report

Step 1. Open License Usage Report
Step 2. Adjust and Approve Cloud Services Report
Step 3. Adjust and Approve Managed Services Report
Step 4. Submit Report

Viewing License Usage Reports
Automatic Usage Reporting
License Expiration
Exceeding License Limit

Audit and Logs

Downloading Logs from Veeam Cloud Connect Server
Downloading Veeam Backup Agent Logs
Downloading Logs from Veeam Backup & Replication Servers
Downloading Veeam Service Provider Console Logs
Downloading Veeam Service Provider Console Management Agent Logs
Downloading ConnectWise Manage Plugin Logs
Downloading ConnectWise Automate Plugin Logs
Viewing and Exporting Task and Activity Logs
Checking for Updates

Appendix A. Advanced Installation and Configuration Procedures

How to Upload Veeam Agent for Microsoft Windows Setup File to Client Computers with GPO

Appendix B. Alarms
Appendix C. Task Reference
Appendix D. Certificate Validation Errors

>Guide for Service Providers>Managing Veeam Backup Agents>Configuring Backup Job Settings>Configuring Backup Policies>Creating Linux Backup Policies>Step 3. Specify Backup Policy Name and Description

Step 3. Specify Backup Policy Name and Description

In this article

At the Backup Policy Name step of the wizard, specify name and description of the backup policy.

Page updated 3/22/2021

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