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About credential management

Credentials are used to establish a trust relationship between the backup system and its clients. Once you apply a credential to a client, the backup system can only access the client using the associated administrative username and password. If the username and password are not valid, access is denied.

Credentials can be set at either the client or instance level. Client-level credentials are used for agent push and backup operations. Instance-level credentials are used to perform a backup of a particular application instance, such as a virtual machine or an Oracle database. Credentials are required for VMware, Cisco UCS, NDMP, and Oracle protection; credentials are recommended for Windows clients, and optional for other client types.

For details on creating client-level credentials, see Client trust credentials.
For VMware, client-level credentials are required for the vCenter or ESX server, but instance-level credentials are optional for individual VMs. See Setting VM credentials for application-aware protection for details on when to use instance-level credentials.
For Cisco UCS, the Cisco UCS manager client must be registered to the backup system with administrative trust credentials. See Adding Cisco UCS Manager clients to the Unitrends appliance for details.
For Oracle databases, instance-level credentials are required to perform backup operations. See Oracle client and instance requirements for details.
For Windows clients, client-level credentials are required to push install agents and agent updates. For more on push installation, see Push installing the Windows agents.

Use the procedures in this section to manage both client-level and instance-level credentials from a centralized location. The Credential Management page displays each credential along with its associated clients, VMware instances, and/or Oracle instances. To collapse the view, click the arrow to the left of a credential. Perform the following tasks using the Credential Management page: