Performing Initial Configuration

To start working with Veeam Backup for Salesforce, you must perform the initial configuration of the management server. To do that, in a web browser, navigate to the web address that has been automatically generated by Veeam Backup for Salesforce during installation. The address must contain a public IPv4 address or DNS name of the server that is available over HTTPS, and a token used to authorize the first user access.

The unique token is not dependent on the host name. If the host is accessible by several IP addresses, or you have configured a proper domain name, you can replace the host address with the more appropriate one.

Important

Consider the following:

  • Internet Explorer is not supported. To access Veeam Backup for Salesforce, use the latest versions of Microsoft Edge, Mozilla Firefox (except Mozilla Firefox for Linux), Safari and Google Chrome.
  • You must be able to access the Salesforce authentication webpage from the machine that you use to log in to Veeam Backup for Salesforce.
  • The management server is using a self-signed SSL certificate for nginx. However, this certificate is not trusted and will trigger a browser certificate warning. You can replace the certificate manually to the trusted one as soon as you finish the configuration, as described in Appendix B. Replacing Security Certificate.

To configure the management server, complete the initial configuration wizard:

  1. Read and accept license agreement.
  2. Create the default administrator.
  3. Connect to a PostgreSQL database.
  4. Provide a Veeam Backup for Salesforce license file.
  5. Create a Salesforce Connected App.
  6. Connect to a Salesforce organization.
  7. Specify backup schedule settings.
  8. Finish working with the wizard.