Salesforce - Deploying Veeam Backup for Salesforce

Deployment of Veeam Backup for Salesforce

Veeam Backup for Salesforce can be installed on a virtual or physical machine with one of the following operating systems:

• RedHat Linux

• Oracle Linux

• AlmaLinux

• Rocky Linux

• Ubuntu 20.04 (24.04.x LTS supported experimentally)

It is recommended that you create databases that will be used to protect production and sandbox Salesforce organizations on dedicated PostgreSQL servers. However, if you plan to install PostgreSQL locally on the management server, you must take into consideration all the CPU and RAM requirements specified for the management server, PostgreSQL server and file storage to avoid performance issues.

Before embarking on the deployment process of Veeam Backup for Salesforce, it is crucial to carefully consider and ensure that your hardware setup meets the following requirements. These requirements include server specifications, storage capacity, network connectivity, and other essential elements necessary to successfully implement and operate Veeam Backup for Salesforce.

Management Server

Initial Management Server 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.

• 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.

Configuring the Management Server

Step 1: Create the default administrator 

This is the only local user account that can perform all operations in Veeam Backup for Salesforce including configuration of IdP and SSO settings. Consider that you will not be able to remove or change this account using the Web UI. After you finish the initial configuration, you will be able to add other users and assign them granular permissions. 

Step 2: Connect to Database 

To configure connection settings, do the following at the Connect to PostgreSQL step of the wizard:

• In the PostgreSQL address field, specify the DNS name or IP address of a PostgreSQL server that will host the databases.

• In the Port field, choose a network port that will be used by Veeam Backup for Salesforce to connect to the PostgreSQL server. The default port number is 5432.

• Use the Username and Password fields to provide credentials of the PostgreSQL user that will be used to access the configuration and backup databases.

In the case of the PostgreSQL server being deployed locally this page will be filled out for you.

Step 3: Provide License File

At the Provide license file step of the wizard, select the Install a license file option and browse to the license file supplied to you by Veeam. After you install the license file, Veeam Backup for Salesforce will connect to the Veeam License Server and start the license validation process. As soon as validation completes, you will be able to proceed to the next step of the wizard.

There is also the option to proceed without a license with the Community Edition.

Step 4: Create Connected App

At the Create Connected App step of the wizard, you must configure a Connected App in Salesforce. Security credentials of the Connected App will be used to authorize access to all Salesforce organizations protected by this Veeam Backup for Salesforce installation. Salesforce Connected App allows Veeam Backup for Salesforce to authenticate with Salesforce and get access to resources that will be protected. You can create the Connected App in any Salesforce organization.

Step 5: Connect to Salesforce

At the Connect to Salesforce step of the wizard, connect to a Salesforce organization that will be automatically added to Veeam Backup for Salesforce and protected by the default backup policy. 

Step 6: Set Backup Policy Schedule

At the Set backup schedule step of the wizard, choose one of the built-in schedules that will be used to run the backup policy:

• Hourly — select this schedule if you want the backup policy session to be launched at the beginning of every hour.

• Daily — select this schedule if you want the backup policy session to be launched every day at 00:00 UTC.

• Weekly — select this schedule if you want the backup policy session to be launched every Sunday at 00:00 UTC.

Step 7: Finishing Working with Wizard

At the last step of the wizard, click Go to Application. After the initial configuration process completes, Veeam Backup for Salesforce will open the product Web UI.

Continue to Lesson 3: Veeam Backup for Salesforce Administration

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