Step 1: Review Requirements and Supported Features
Refer to the following information to learn more about the capabilities and requirements of the SharePoint Server Agent:
Step 2: Install the SharePoint Server Agent
Review each of the following topics to prepare for the installation and to select the installation method that is most appropriate for your environment.
On the SharePoint farm, install the software on the Application Server.
After installing the SharePoint agent, perform the post-install tasks before running your first backup operation.
For more information, see Post-Install Considerations for the SharePoint Server Agent.
Step 3: Prepare for Your First Backup and Restore
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Configure a storage device. For more information, see one of the following:
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Create a Storage Policy.
For more information, see Storage Policy - Getting Started.
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You can now create a farm or a document environment.
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Farm backup sets are created by default. The default backup set also contains a default subclient.
To back up specific content, you can also create a user-defined farm backup set and a user-defined subclient.
For more information, see Creating a User-Defined Farm Backup Set and Creating a User-Defined Farm Subclient.
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Document backup sets are created by default. The default backup set also contains a default subclient.
To back up specific content, you can also create a user-defined subclient.
For more information, see Creating a User-Defined Document Subclient.
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Step 4: Run Your First Backup and Restore
Step 5: Where to Go from Here
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To properly plan for rapid recovery of critical data and restoration of business functions in the event of a disaster, review Full System Recovery: SharePoint Server Agent.
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Configure Data Retention and Data Aging for this agent. For more information, see Data Aging - SharePoint Server Agent.