Penta BaaS Quick Start Guide

Table of Contents

• Adding other administrators
• Installing agents to manage your computers and virtual machines
  • Installing Management Agents
  • Installing Backup Agents
• Default backup policies by Penta
• Setting up your first backup policy
• Managing your backup jobs
• Restoring files from a backup
• Restoring a computer
  • Creating recovery media
  • Restoring a full backup
• Setting up an automation rule

.

Adding other administrators

In the Penta BaaS dashboard go to Configuration on the top right.

Go to Roles and Users and click on +New

Select the role for the new user.

Company Administrator has access to all monitoring, reporting, and billing data and can perform all types of management actions. This role cannot modify or remove the Company Owner account.

Location Administrator has access to all data for the specified company locations and can perform all types of available management operations. Location Administrator cannot create new locations.

Location User has access to the company monitoring data but cannot perform most configuration tasks. Data available to a Location User can be limited to one or more company locations.

Company Invoice Auditor has access to all billing details of a company. This user can view invoices and receive billing notifications.

Enter the new user information follow by the login details.

Multi-Factor Authentication will be enabled by default on your portal. The new user will be asked to configure their MFA on login.

.

Installing agents to manage your computers and virtual machines

There are two types of agents that need to be installed on computers you want to include in your backup and restore operations: the first is a Management Agent which will allow you to control the computer remotely, and the second is a Backup Agent which will allow you to run and manage backup operations remotely. Backup agents are installed through management agents.
.

Installing Management Agents

Go to Managed Computers on the main menu.

Select Download Agent and select the operating system of the computer you want the installer for.

You can specify an expiry date for the download link. This is set by default to 12 months.

You can either download the file by clicking on Download or create a download link to use on other machines. You can use the same download link for multiple installations.

Execute the installation file from the target computer. You need to have Administrator rights on the machine to be able to install.

Follow the installation instructions.

On successful installation you’ll be able to see this icon in your task bar.

Double click on the icon to access the settings window. Make sure the Agent Status shows as Connected. It may take a short while to connect to the server.

.

Installing Backup Agents

Back at the Penta BaaS dashboard, go to Managed Computers and you should be able to see the computers you’ve just installed the Management Agents on. Select the computer and then from select Install Backup Agent.

On the next window for guest OS credentials leave the options as default.

Choose the backup policy you want to use for that computer. You can use any of the default backup policies setup by Penta as a start, or you can select No Policy to set up your backup policy later.

Leave the Read-Only option on. For advanced settings you can click on Configure

The backup agent will then be installed automatically. Once done you can check the status of installation of backup agents through either the Discovery Computers tab or the Backup Agents tab.

.

Default backup policies by Penta

Penta has put together two simple backup policies that you can use right away if you don’t wish to create your own. You can also use these as a base template and change them as needed.

Penta – Complete – Daily

This policy should be used if you want to create a backup of the entire computer image. When you restore data from such backup, you will be able to recover the entire computer image as well as data on specific computer volumes: files, folders, application data and so on.

Penta – Complete – Monthly

This policy should be used if you want to create a backup of the entire computer image. When you restore data from such backup, you will be able to recover the entire computer image as well as data on specific computer volumes: files, folders, application data and so on.

.

Setting up your first backup policy

To set up a backup policy for a computer, go to Managed Computers and then to the Backup Agents tab. Select the computer from the list and then click on Assign.

You can select one of our default policies or click Create New to set up a custom backup policy.

Provide a name for your new backup policy.

In Operation Mode, select between Server and Workstation.

In Backup Mode, select the scope for the backup between entire computer, volume, or file.

In Destination, select where you want the backups to be stored. To save your backups to Penta’s data centers select Veeam Cloud Connect Repository.

In Cloud Repository, select the number of days you want to keep the backups for.

In Backup Quota, you can set a limit to the bandwidth used by the backup agent.

In Schedule, select the schedule for your backup policy by selecting the days and time to run. You can also select what to do in case the computer is powered off, and what to do when the backup job is completed.

Review the summary of your backup policy and hit Finish, then select the new policy from the list to apply to the computer.

.

Managing your backup jobs

You can manage your running or scheduled backup jobs at any time by going to Backup Jobs. There are three tabs showing three types of objects: Computers, Virtual Machines and File Shares. There can be multiple backup jobs running for each object.

Select the objects with backup jobs you want to make changes to. Click on Start or Stop to force start or stop the backup jobs.

You can also enable or disable the scheduling on a specific object temporarily without affecting the backup policy applied. Next to Scheduling click Enable or Disable.

.

Restoring files from a backup

To restore a file from a backup on one of your computers, open the Veeam console from the target computer and from the main menu select Restore file.

Select the restore point from which you want to recover the file.

Click Next then Open to access the contents of the restore point.

Locate the file you want to restore and click Copy To and choose a local destination.

.

Restoring a computer

.

Creating recovery media

Full restoration of a computer is done through recovery media. On the computer you wish to create a recovery media for, look for the Create Recovery Media feature under the Veeam Agent.

Check the options and click Next. If your backup is encrypted, tick the checkbox for Include decryption key.

If you get a warning message to enable Wi-Fi support, enable Wireless LAN connection on the computer.

Save the ISO file and burn it onto a recovery media like CD, DVD or USB.

.

Restoring a full backup

In the Penta BaaS dashboard go to Configuration on the top right.

Go to Roles and Users and click on Subtenant in order to list all your backup agents installed

Find the computer you want to recovery in the list under the Login column. The computer name starts with your company name: Company Name_Computer Name

Note down the complete name as you will need it later during recovery process.

Select the computer and click Edit

Go to Login info, enter the user details and proceed to create a secure password.

Boot the computer or virtual machine you want to recover using the recovery media created in the previous step.

On the Veeam Recovery Media screen click on the Network icon.

Select your network card and click Properties.

Make sure you have the correct IP address information in order to connect to internet, or if you’re using DHCP select the automatic options.

Back on the main screen, select the Bare Metal Recovery option.

Select Network storage and hit Next.

In the Network Storage options select Veeam Cloud Connect repository.

On the Service Provider screen enter the following address: vcg01.penta.ch

You should now be able to see the gateway address at the top and its certificates. Enter the credentials you noted down in previous steps and click Next

On the Restore Point screen select the date back to which you want to restore the computer.

In Restore Mode options select Entire Computer and click Next.

Review all the information once more and click Restore.

.

Setting up an automation rule

Rules can help you scale your backup operations by automating the process of discovering new computers and implementing backup policies.

Go to Rules and click on New, then set a name for your rule.

Select the locations you want to apply the rule to.

In Discovery Method, select how you want to discover new computers to apply backup policies to.

In Network-based discovery method, you can enter a range of IP addresses representing part of or an entire network:

In Active Directory Discovery method, you can pull the new computers from your organization’s Active Directory.

In Computers from CSV File method, you can import a list of computers. The CSV file can include a combination of IP addresses or DNS names for computers, either separated by commas or new lines.

In Access Account, provide credentials with local administrator privileges on the remote computers.

In Email Notifications, select how frequent you want to receive notifications on new computers discovered.

In Backup Agent Deployment, select whether to install backup agents on discovered computers and the backup policy to be applied.

In Schedule, select the day and time schedule you want to run the discovery rule on.

Review the summary of your discovery rule and hit Finish.