How to: Get started as a customer
Important!
Please keep the following important points in mind:
1. In order to use this portal, you have to have a Microsoft user account already as well as an invitation email with an URL.
2. Please note that your initial login page looks the same for everyone, regardless if you are a reseller or an end-customer.
3. Regarding 2FA: The authentication process for the portal mirrors the one in your company policy in Microsoft, which means that if your company policy requires 2FA, so will the portal.
4. The portal has 2 levels: Resellers and end-customers.
5. Settings, rights and views will vary according to whether you are a reseller or an end-customer.
How you get started as a customer
1. Follow the URL from your invitation email and the instructions that follow.
2. If this is your first login, please accept the terms as you go along.
This will take you to your backup management portal which offers overviews of your available licenses as well as backup jobs.
The overview
In the middle of the frontpage, you see 3 tabs: “Customer”, “Items” and “Log”. Each tab will provide you with valuable information. Please find more about the tabs below.
Customer
This tab offers you a view over your licenses. The licenses are divided into 4 categories:
1 year retention period.
3 years retention period.
5 years retention period.
10 years retention period.
25 years retention period.
To the right of the licenses, you see the amount of consumed data in each retention period.
Just below there is a view of your configurated backup jobs. If you click on the button left to a backup job, you can view details and manage the specific job.
To the right of the backup job name, you see the backup type: Entire organisation or selected groups. Next to that, the frequency and time of when the job will start, as well as the chosen retention period. Next to that the log is shown. The log provides you with information as to whether your job was a success or completed with failures. The last column shows you when the job was last run, and when the next run will start.
Items
Items show you the account in your Microsoft 365 tenant. It provides you with the display name, account (email), type and probably the most important element: Is the user included in your currently configured backup job?
Log
The log offers you information as to whether your job was a success or with failures. Please note that the view will change depending of the chosen job on the frontpage.
The left-hand column
“Log”: Shows you a log with events and who initiated an event. Please use the dropdown menu on the right to apply filters. Its default setting is “Everything”.
“Users”: Shows you users with access to the portal. Here you can add a new user to the portal. The user should be added with name and email. In case you want to deny/delete a user’s access, this is also where you do it. This won't have any influence on your backup jobs and which mailboxes are backed up.
“Update Job list”: Updates the status of your current jobs added in the portal.
“Update Items List”: Updates the tab with items. The items list shows every mailbox within the tenant and gives you a clear view of which mailboxes are backed up, and which aren’t.
“Update consumed”: Updates your consumed licenses and gives you a view of how many licenses are left, before you'll have to buy new ones.
“Set up backup job”. Please see the KB regarding backup jobs below.