Getting started with backups

Last published : Apr 02, 2026
After you install Backup Exec, you can run a backup job. The following table describes the recommended process for getting started.
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Table: Getting started with backups

Step Description
1. Configure storage You must have a configured storage device before you can run any backup jobs.
If no storage devices are already configured, such as tape drives or robotic libraries, then you can use the Configure Storage wizard to set up storage devices in Backup Exec. The wizard guides you through configuring all of the storage that Backup Exec supports.
To start the wizard, on the Storage tab, in the Configure group, click Configure Storage . The wizard guides you through the rest of the process.
See Using the Configure Storage wizard .
2. Configure Backup Exec logon accounts You can use the default Backup Exec logon account, which is the system logon account for the Backup Exec server.
Backup Exec uses the system logon account by default for most backups. The system logon account contains the credentials of the Backup Exec service account. If the service account does not have rights to access the data that you select for backup, you can use the Logon Account Wizard . Use this wizard to create additional logon accounts that do contain the necessary credentials for accessing that data.
To start the Logon Account Wizard , click the Backup Exec button. Select Configuration and Settings > Logon Accounts > Logon Account Wizard .
See Backup Exec logon accounts .
3. Run a backup job You can back up any of the computers on which you installed the appropriate Backup Exec agent, such the Agent for Windows.
If you didn't install a Backup Exec agent on a computer, you can do so now. On the Backup and Restore tab, in the Servers group, click Add , and then click the appropriate selection. The wizard guides you through the rest of the process.
To start a backup job, on the Backup and Restore tab, select the computer that you want to back up and then in the Backups group, click Backup . Click a menu item, such as Back Up to Disk . You can click Edit to change any of the defaults, or you can click OK to accept all of the defaults and let Backup Exec schedule the job.
See Backing up data .
4. Create the Simplified Disaster Recovery disk image By default, Backup Exec selects all the data on a computer for backup, including the critical system components that you need to perform a full system restore by using SDR. SDR-enabled backups are those backups for which all of the critical system components are selected for backup. You must have SDR-enabled backups to use Backup Exec to rebuild a computer and restore it to a functional state.
See How to ensure that backups are enabled for Simplified Disaster Recovery .
After you have run SDR-enabled backups for all of the computers that you want to protect, you should create a Simplified Disaster Recovery (SDR) disk image.
On the Backup and Restore tab, in the Restores group, click Create Disaster Recovery Disk . The wizard guides you through the rest of the process.
See Creating a Simplified Disaster Recovery disk image .