Getting Started for Commvault Edge Endpoint Solutions

Step 1: Before You Begin

Refer to the following information to learn more about the capabilities and requirements of Commvault Edge:

For Windows

• System Requirements

• License Requirements

• Supported Features

For Mac

• System Requirements

• License Requirements

• Supported Features

Step 2: Prepare the CommCell

Perform the following procedures to prepare your CommCell for laptop backup clients:

1. Review the Prerequisites for Laptop Backup.

2. Configure the location of the physical media where backed up data will be stored.
   See Creating a Storage Policy for Laptop Backup.

3. Optional: Create a Client Group as a staging area to configure additional options on the laptop client before performing the first backup.
   See Creating an Additional Client Group For Laptop Backup.

4. Create a backup scheduling template to apply to the laptop backup clients.
   See Creating a Schedule Policy for Laptop Backup.

5. Schedule Synthetic Full backups.See Scheduling Synthetic Full Backups for Laptop Backup.

6. Create a backup content template to apply to the laptop clients.
   See Creating a Subclient Policy for Laptop Backup.NOTE: Create a separate Subclient Policy for each operating system you support for laptop backup.

7. Allow Active Directory domain users access to access the Command Center.Adding a Domain and Enabling SSO for Laptop Backup

8. Optional: Firewall Configuration.

   See Firewall Configuration for Laptop Backup.

Step 3: Deployment

1. Select a distribution and installation method for the laptop backup installation package.
   See Deployment for Laptop Backup.

2. Create an installation package. See Creating a Laptop Backup Installation Package for

   • Windows or Mac

   • Unix

3. Select one of the following:

   • Distribute the installation package to end-users using the Download Center or third-party software.
     See Distributing the Laptop Backup Installation Package.

   • Install the laptop backup software using the CommCell Console.
     See Installing the Laptop Backup Package from the CommCell Console.

Step 4: Laptop Backup Feature Configuration

Review the functionality of Laptop Backup and configure features appropriately for your environment:

• User Permissions and Administration for Laptop Backups

• Backup Configuration for Laptop Backup

• Edge Monitor for Laptop Backup

• Configuring End-User Operations on Client Computers

• Configuring Sync Folder Options

• Configuring Automatic Software Updates

• Configure End-User Operations Using the Web Console

• Data Aging and Retention for Laptop Backup

Step 5: Data Loss Prevention Configuration

Configure Data Loss Prevention, a file-level security solution that prevents unauthorized access to data on laptop clients:

• Accessing Data Loss Prevention Settings

• Configuring Periodic Document Encryption

• Configuring Secure Erase

Step 6: Edge Drive Configuration

Configure Edge Drive, a cloud-based storage solution that enables users to access files from almost anywhere.

• Configuring the Edge Drive Index Server

• Creating and Configuring an Edge Drive Client

• Controlling File Types Allowed in Edge Drive

Step 7: Additional CommCell Feature Configuration

Decide whether you want to configure the following additional functionality:

• To configure Job Management options, see Configuring Job Restartability.

• To send log files for a job, see Sending Log Files for a Job.

• To be notified of events that require attention, see Alerts and Notifications - Overview.

• To receive reports and analyze critical data about your CommCell operations, see Reports Overview.

• To manage security, see User Account and Password Management - Getting Started.