Deployment Process for Self-Service Deployments

Complete the tasks in each section of this page to create a self-service deployment. Perform the tasks in the sequence shown here, because some tasks cannot be performed unless the preceding tasks are complete.

Step 1: Software Planning and Installation

1. Review the infrastructure requirements:

   • Requirements for Small Shared Services Environments

   • Requirements for Large Shared Services Environments

2. Registering the Software

Step 2: Initial Setup

1. Performing Guided Setup for Commvault

2. Configuring Email Notifications

3. Downloading Software Updates

4. Running a Disaster Recovery Backup

5. Configuring Offsite Storage for Disaster Recovery Backups

Step 3: Service Catalog Configuration

1. Add storage for backup data:

   • Adding Disk Storage

   • Adding Cloud Storage

2. Adding Plans for Your Service Catalog

3. Customizing Tenant Views

Step 4: Tenant Configuration

1. Creating a Company

2. Identifying Solutions for Tenants

3. Activating an Authorization Code for Tenant Software Installation

4. Selecting a Default Plan

5. Access Node (VSA Proxy) Requirements

6. Configuring One-Way Network Communication from Tenants

7. Creating a Custom Installation Package for Tenants

8. Installing the Virtual Server Agent

9. Enabling Security Roles for Tenant Users

Step 5: Hypervisor Configuration

1. Configure the Virtualization solution:

   • Adding a VMware Hypervisor

   • Adding a Hyper-V Hypervisor

2. Identify virtual machines to back up:

   • Adding a VM Group

   • Setting the Backup Type

3. Assigning Virtual Machines to Tenant Users

4. Associating Users with Roles

5. Performing VM Backups

Step 6: Optional Configuration

You can perform the following additional tasks after completing the basic deployment:

• Registering Your Commvault Cloud Services Account

• Enabling Guest File and Folder Restores for Linux VMs

• Enabling Automatic Software Installations for VMs

• Installing the MediaAgent

• Configuring Access Nodes to Install Software Packages

• Installing Application Agents on VMs

• Agent-Based Onboarding

• Enabling Single Sign-On for Tenants

• Adding a Tenant User with Single Sign-On Access

• Upgrading SQL Server Express to SQL Server Standard

• Generating Usage Reports for Each Tenant

• Enabling Full Private Metrics

• Generating a Chargeback Report

• Generating a Chargeback Details Report