Configure Portworx Backup for Operations

Applicable to both Classic and Federated modes

After you install Portworx Backup, configure it for operations. This section covers configuring web console access, licensing, authentication, role-based access control, application clusters, observability, and advanced options.

Configuration workflow

Complete the following configuration tasks in order to get your Portworx Backup deployment ready for backup and restore operations. Some steps are optional depending on your environment.

1. Configure access to the web console to retrieve the admin credentials, sign in for the first time, and configure how you access the Portworx Backup web console in your environment.

2. Configure licensing to apply a Portworx Backup license to activate enterprise features. Without a license, Portworx Backup runs in trial mode.

3. (Optional) Configure authentication to integrate an external authentication provider (such as Active Directory, Entra ID, LDAP, or OIDC) and configure kubelogin. Perform this step if you manage identities in an external provider rather than locally.

4. Configure role-based access control to create local users and groups, create and manage roles, map roles to users and groups, and configure super admin access.

5. Prepare application clusters for onboarding to add service accounts, configure the admin namespace, grant namespace access to non-admin users, configure Stork, and set up S3 object store access on each cluster you want to back up.

6. (Optional) Configure observability to set up email alerts through an SMTP server, configure Prometheus monitoring, and enable telemetry.

7. (Optional) Advanced configurations to tune and optimize Portworx Backup using ConfigMaps, configure the REST API, and automate operations with the Portworx Backup CLI and Ansible.

After you complete these configuration tasks, access the Portworx Backup web console and see the Operate module to begin backup and restore operations.