How to prepare for your first backup with Backup Exec

Last published : Apr 02, 2026
Before you back up data, you should develop a backup strategy that includes the backup method, frequency, and data retention methods that are appropriate for your organization. A backup strategy is the collection of procedures you implement as a solution for backing up your environment. You may have different strategies for different areas of the organization.
You may need to analyze your backup environment to determine the following:
  • How much data needs to be backed up?
  • How long will the backups take?
  • How much storage is required?
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Before you run a backup job, you should ensure that you have the proper user rights.
You must also configure storage before creating backup jobs. You can set up Backup Exec to use specific storage devices or logical groupings of devices, such as storage pools.
Specifically, you might want to perform the following tasks to help you manage storage hardware and media most effectively:
  • Create disk-based storage so that Backup Exec can automatically manage backup data retention.
  • Set up storage device pools to load-balance jobs.
  • Create media sets to manage data retention for tape cartridge media.
  • Configure deduplication disk storage to optimize storage and network bandwidth.
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