StorageCraft MSP Portal User Guide
Contents
1. StorageCraft MSP Portal User Guide This page contains links to the StorageCraft Cloud Services User Guide e StorageCraft Cloud Overview e Getting Started in the StorageCraft Cloud e Creating a Cloud Services Account 3 ShadowProtect for MSPs Welcome to StorageCraft ShadowProtect for Managed Service Providers This document introduces ShadowProtect for Managed Service Providers SP MSP It does not provide a complete description of ShadowProtect For detailed information about using ShadowProtect see the ShadowProtect User Guide This Guide includes the following major sections e Introduction e The MSP Portal e Installing ShadowProtect for Managed Services Additional Information For emerging issues and other resources see the following e The readme txt file included with the ShadowProtect product files e The StorageCraft technical support Web site at http www storagecraft com support html Documentation Conventions amp Note or Warning text provides important information about the configuration and or use of ShadowProtect MSP 3 1 ShadowProtect for MSP Introduction Welcome to ShadowProtect for Managed Service Providers SP MSP This introduction provides only the basic information needed to get started with SP MSP A complete description for using ShadowProtect is found in the ShadowProtect User Guide SP MSP is intended for Managed Service Providers MSP who want to provide disaster reco2. provide the requested information then click Activate sae The product key that you generated on the StorageCraft MSP Portal see To Generate a Product Key MSP The name of the MSP installing the product key This value should be identical for every SP MSP product key Name that you install Customer The name of the client using this SP MSP product key This value should be identical for every SP MSP product Name key installed for a particular client Optional A machine name or brief description that lets you easily identify the system associated with this SP MSP product key Although not specifically required StorageCraft highly recommends specifying a computer role Doing so makes it much easier to keep track of product key assignments and manage product key deactivation over time Computer Role See the ShadowProtect MSP Version section on the ShadowProtect User Guide Agent Option page or Installing ShadowProtect for MSPs in the MSP Portal User Guide for additional information Clients using Proxy Servers The MSP version of ShadowProtect on a 64 bit OS client uses a proxy server to access the Internet It requires proxy settings for both 32 bit and 64 bit applications or ShadowProtect can t activate its license 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 8 of 10 lt 3 STORAGECRAFT StorageCraft MSP Portal User Guide The proxy read only fields in the MSP version of ShadowProtect see Op
3. Accounts Default Account Note Add your notes here Default Site MSP Demo Site 1 MSP Demo Site 2 MSP Demo Site 3 sradoPrtct TS Product Key Detaits 2000 00OC 4BB0 FD1D MSP Demo Acco MSP Demo A MSP Demo A MSP Demo A MSP Demo A MSP Demo Account 1 MSP Demo Ste 1 MSP Demo Account 1 MSP Demo Ste 1 MSP Demo A 1MSP Demo Ste 1 7183 78CD MSP De sunt MSP Demo Ste 1 XXX T1AB D4C3 MSP Demo Account MSP Demo Ste 1 000 6 000 7158 2838 coount MSP Demo Ste 1 Activation Details x To add an account 1 2 3 4 Account Name Address Notes To add a site In the MSP Portal click the Key Management tab In the Accounts Sites panel click Add Account This will display the New Account Detail panel In the New Account Detail panel type the name of the account you want to add In the Address and Notes fields optional add information as you want it to appear in the MSP portal then click Save The name of the client account you want to add Enter it as you want it to appear in the MSP Portal Optional The client address Optional Any descriptive information that you want to associate with this client account For example primary contact information account number 1 In the MSP Portal select Key Management 2 In the Accounts Sites panel Click Add Site 3 In the New Site Detail panel complete the empty fields and select the account associated with the ne
4. SSS sTORAGECRAFT StorageCraft MSP Portal User Guide StorageCraft Copyright Declaration StorageCraft ImageManager StorageCraft ShadowProtect StorageCraft Cloud and StorageCraft Cloud Services together with any associated logos are trademarks of StorageCraft Technology Corporation in the United States and elsewhere All other brands and product names are or may be trademarks or registered trademarks of their respective owners Table of Content Table of Content 1 MSP Portal Overview 2 StorageCraft Cloud Management 3 ShadowProtect for MSPs 3 1 ShadowProtect for MSP Introduction 3 2 Generating Product Keys 3 3 Managing Product Keys 3 4 Organizing Product Keys 3 5 Installing ShadowProtect for MSPs 4 StorageCraft MSP Portal Reports 2014 StorageCraft Technology Corporation StorageCraft Support Center ON DORA BW WN Page 2 of 10 lt 3 STORAGECRAFT StorageCraft MSP Portal User Guide StorageCraft MSP Portal User Guide Welcome to the StorageCraft MSP Portal User Guide Use the navigation links in the outline menu to find the information you need Note The StorageCraft Cloud is currently only available in North America and Asia Pacific MSPs in other regions can ignore the StorageCraft Cloud Management section of this user guide 1 MSP Portal Overview StorageCraft Managed Service Providers MSPs use the StorageCraft MSP Portal http msp storagecraft com to e Manage ShadowProtect MSP licenses e Creat
5. able pop ups for the MSP Portal URL msp storagecraft com Billing Detail Report The Billing Detail Report displays information about all product keys assigned to a specific MSP e ShadowProtect MSP keys Desktop SBS Server e ImageManager MSP keys e Most importantly the Billing Detail report displays a count of billable licenses for the specified month To generate a billing detail report 1 In the MSP Portal click the Reports tab This displays the Reports panel 2 In the Reports panel click Billing Detail Report This displays the Billing Detail Report panel 3 In the Billing Detail Report panel select the month that you want to view in the report then click View Report Note To view the report in your browser you must enable pop ups for the MSP Portal URL msp storagecraft com 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 9 of 10 on STORAGECRAFT StorageCraft MSP Portal User Guide Saving a Report CSV File You can display both types of reports Activation and Billing Detail on screen or download them as a Comma Separated Values CSV file by clicking Download as CSV file StorageCraft Support Center Page 10 of 10 2014 StorageCraft Technology Corporation
6. ageCraft Support Center Page 4 of 10 lt 3 STORAGECRAFT StorageCraft MSP Portal User Guide STORAGECRAFT MSP PORTAL To generate a new product key In the MSP Portal in the Actions section on the left select Key Management In the Accounts Sites panel select or create the Account Site where you want to add a product key In the Account Detail panel select the product tab e g ShadowProtect you want Click Add Key s in the Account Detail panel This displays the Add Key s dialog box In the Add Key s dialog window select the Product Type Quantity Qty and Account Sited then click Add Key s at the bottom of the Add Key s dialog box Product Type The type of product key to generate Options include the following OaABWNeE ShadowProtect for Managed Service Providers Generate a ShadowProtect product key This product key can activate any ShadowProtect edition Server SBS or Desktop StorageCraft determines billing fees based on the installed version of Windows where the product key is used StorageCraft ImageManager Generate a product key that contains ImageManager job licenses Each product key can contain up to 50 jobs for each of the following o intelligentFTP o ShadowStream o HeadStart Restore ShadowProtect Granular Recovery for Exchange GRE Generate a product key that contains a GRE license for a specified Microsoft Exchange server Quantity doesn t apply to GRE Suppl
7. ct the type of installation you want to perform then click Next N Anu BW Installs all ShadowProtect components at the default installation path c Program Complete Files StorageCraft ShadowProtect The installation path varies slightly depending on the Windows version where you are installing ShadowProtect Displays two other Wizard pages that let you select the installation path and the specific ShadowProtect Custom components to install Management Installs the ShadowProtect Management GUI which lets you manage ShadowProtect operations for this Console system and remote systems if desired Backup Installs the ShadowProtect Backup agent This allows remote management of the ShadowProtect operations Agent on this system Mount Tools Installs the ShadowProtect mount driver and VirtualBoot In the Ready to Install the Program page click Install In the Complete page select Yes I want to restart my computer now then click Finish If you cannot restart the computer immediately select No I will restart my computer later However you must restart the computer before attempting to use ShadowProtect WO Activating ShadowProtect for MSPs Note SP MSP does not provide a free trial period Before using an SP MSP installation you must activate it To activate ShadowProtect for Managed Service Providers 1 Launch SP MSP 2 From the menu bar select Help gt Product Activation 3 In the MSP Activation dialog box
8. e and manage StorageCraft Cloud Services user accounts MSP portal credentials are given to you when you register as a StorageCraft MSP Use the MSP Portal to Download updated versions of ImageManager Create and manage StorageCraft Cloud user accounts Manage legacy ShadowProtect SP licenses new SP MSP licenses and StorageCraft ImageManager jobs in the same place View 12 month trends for ShadowProtect and IME licensing Generate new activation serial numbers for SP MSP installations Organize licenses into Accounts and geographical sites to easily track how and where each MSP client uses ShadowProtect and ImageManager job licenses e View the status of any license activated vs deactivated and if an SP MSP license is in danger of being deactivated because it has not called home recently Generate Activation and Billing Detail reports that contain detailed license activity for a specified time period For new ShadowProtect MSP licenses only Initiate license deactivation with a single click See step 3 of Managing Product Keys for additional information 2 StorageCraft Cloud Management Welcome to StorageCraft Cloud Management Note The StorageCraft Cloud is currently only available in North America and Asia Pacific MSPs in other regions can ignore the StorageCraft Cloud Management section of this user guide 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 3 of 10 lt 3 STORAGECRAFT
9. the drop down list Deactivate an SP MSP key Click Deactivate jy to disable an SP MSP product key and remove it from SP MSP billing SP MSP finalizes the deactivation on the next call home Once deactivated StorageCraft no longer bills for the product key Reactivate a Deactivated SP MSP key Click Reactivate 3 on a previously deactivated SP MSP product key to bring it back on line StorageCraft resumes billing for the product key once reactivated 3 4 Organizing Product Keys The new MSP portal organizes the keys for you This page helps you understand how it works The Key Management panel displays the list of accounts and sites Click the on the left side of an account name to expand the list of sites for that account Click on any of the sites to display the Site Detail and Product Key Details for the selected site The Site Detail panel displays tabs for the various products ShadowProtect ImageManager etc Click any of the tabs to see the keys for the selected product Click any product key to see the Activation Details for the selected key The legend helps you understand the activation details 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 6 of 10 STORAGECRAFT StorageCraft MSP Portal User Guide STORAGECRAFT MSP PORTAL A MSP Demo Account 1 2 MSP Demo Account 2 Legend OO cmas MSP Demo Account 1 Account Detail P arnee zeer EED hires s8505 Ecion a
10. tions gt Agent Options gt Agent NT Service Options should match the proxy settings in Windows see Control Panel gt Internet Options gt Connections gt LAN Settings gt Proxy Server See the ShadowProtect MSP Version section on the ShadowProtect User Guide Agent Option page for additional information 4 StorageCraft MSP Portal Reports The StorageCraft MSP Portal Reports page lets you monitor license key Activation and Billing Detail STORAGECRAFT MSP PORTAL Activation Report The Activation Report displays information about all product keys activations and deactivations assigned to a specific MSP e ShadowProtect MSP keys Desktop SBS Server e ImageManager MSP keys e ShadowProtect Granular Recovery for Exchange To generate an activation report 1 In the MSP Portal click the Reports tab This displays the Reports panel 2 In the Reports panel click the Activation Report tab This displays the Activation Report options 3 Select the Start and End date and which product types to include in the report 4 Click View Report Start Date The start date of the date range to include in the report End Date The end date of the date range to include in the report Products to include Select the types of product keys to include in the report Sort Specify how you want to sort the report output by clicking on the heading of the column you want to sort amp Note To view the report in your browser you must en
11. very services to their clients The MSP unique licensing and installation model addresses the needs of MSPs MSPs need to understand the following SP MSP features e SP MSP provides a subscription based licensing model appropriate for MSPs e SP MSP does not include a free software trial period An MSP must activate the ShadowProtect installation before it will function e MSPs can purchase and manage SP MSP licenses online in the integrated StorageCraft MSP portal http msp storagecraft com This includes the ability to remotely deactivate SP MSP licenses as needed The SP MSP installer lets you install any ShadowProtect edition Desktop Server or SBS for your clients SP MSP supports push install see Installing the Backup Agent Remotely but license activation must be handled separately SP MSP requires Internet connectivity because the SP MSP licenses call home daily to StorageCraft servers to confirm that the licenses are still active e SP MSP license activation is valid for 30 days The licenses automatically renew every 30 days unless one of the following occurs o The MSP or StorageCraft explicitly deactivates the license o The license stops calling home which causes the license to automatically deactivate 3 2 Generating Product Keys Before installing ShadowProtect for Managed Service Providers SP MSP generate the appropriate product key to activate the installation 2014 StorageCraft Technology Corporation Stor
12. w site Site Name The name of the client site as you want it to appear in the MSP Portal Account Select the account associated with the site Address Optional The site address Notes Optional Any descriptive information that you want to associate with this client site For example contact information groups located at this site 4 Note Once created you can select an existing Site to modify its current values You can change the account associated with the site by selecting a different account in the New Site Detail panel 3 5 Installing ShadowProtect for MSPs To install ShadowProtect for Managed Service Providers 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 7 of 10 lt 3 STORAGECRAFT StorageCraft MSP Portal User Guide 1 Download the ShadowProtect for Managed Service Providers SP MSP installer For example MSP Setup _5 1 5 exe Deactivate any existing ShadowProtect licenses that you want to upgrade to SP MSP Doing this prevents double billing of both the old and new licenses Launch the Setup installer On the Choose Setup Language page select the language for the installation then click Next On the Welcome page click Next On the License Agreement page select I accept the terms of the license agreement then click Next You must accept the license agreement to install ShadowProtect Click Print to print out the License Agreement 7 On the Setup Type page sele
13. y the following information o Exchange Server Name o Exchange Server Version Quantity The number of product keys up to 10 to generate If applicable Account Site The Account Site container associated with these product keys By default the MSP Portal populates this field with the Account Site selected in Step 2 2014 StorageCraft Technology Corporation StorageCraft Support Center Page 5 of 10 lt 3 STORAGECRAFT StorageCraft MSP Portal User Guide 3 3 Managing Product Keys After activating products you can use the integrated Key Management interface in the MSP Portal to manage product keys STORAGECRAFT To Manage a Product Key In the MSP Portal click Key Management In the Accounts Sites panel select an account Select the site you want to manage from the Accounts tree In the Site panel select one of the product tabs ShadowProtect StorageCraft ImageManager ShadowProtect Granular Recovery for Exchange etc The Product Key Details panel displays a list of keys for the selected product 5 Click on any of the keys in the list to display the Activation Details for that key BRWNF Modify the product key status as needed The MSP Portal makes the changes instantly Depending on the product key type you can do the following Change the Account Site association Available for any license type You can associate the product key with a different Account or Site by selecting it from
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