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BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS
AM20-2017-03b
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS
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TABLE OF CONTENTS
INTRODUCTION 3 This Document: Client-Managed Domain Administration for Datto Partners 3
REQUIREMENTS 5
HELP 5
OFFICE 365 DATA PROTECTION WITH BACKUPIFY 6 What Backupify for Microsoft Office Protects 6 Backupify for Office 365 Backup Schedule 7 On-Demand Backups 7 Support for Versioning 7
PURCHASE, AUTHORIZATION, AND BASE SETUP OF BACKUPIFY FOR OFFICE 365 PROTECTION FOR YOUR BACKUPIFY CLIENT 8 Purchase, Authorization, and Base Setup for Client-Managed Backupify for Office 365 Accounts in the US 9 Purchase, Authorization, and Base Setup for Client-Managed Office 365 Accounts in Canada and APAC 17 Purchase, Authorization, and Base Setup for Client-Managed Office 365 Accounts in Europe (EU and non-EU countries), Middle East and Africa 20
CONNECTING TO BACKUPIFY FOR CLIENT-MANAGED BACKUPIFY ADMINISTRATION 24
BACKUPIFY FOR OFFICE 365 USER MANAGEMENT 25
RESTORING ITEMS 25
EXPORTING ITEMS 25
MONITORING AND AUDITING 25
REFERENCES 26 The Datto Knowledge Base 26 The Datto Community 27
DOCUMENT INFO 27
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 2
INTRODUCTION Backupify for Microsoft Office 365 provides businesses that use Microsoft Office 365 the benefits of a data backup, long-term retention, search, and restorability for their digital assets within their Microsoft Office 365 SaaS domain. Three times each day, Backupify for Office 365 identifies the most recently added and updated data, and copies that data to an encrypted archive in Datto’s high-availability storage cloud. Backupify provides access to the data in the backups via Backupify’s web interface.
This Document: Client-Managed Domain Administration for Datto Partners
This document reviews how a Datto Partner (here, a Managed Service Provider) may provision Backupify data protection for a customer’s Microsoft Office 365 SaaS domain, and where the customer is to manage and maintain those Backupify accounts on their own. These are known as “client-managed” accounts (differences between Partner-Managed and Client-Managed are reviewed in https://kb.datto.com/hc/en-us/articles/215585243 REF5).
● Backupify clients, for client-managed accounts, have access to the Backupify admin interface. ● All Backupify resellers and Partners have access to both the Datto Partner SaaS Store and the Datto SaaS Backup Application
Management Dashboard (AMD). ● Datto categorizes Datto Partners into two groups: Managed Service Providers (MSPs) and Resellers. For partner-managed
accounts: ○ Managed Service Providers do have the authority to manage their clients Backupify data. ○ Resellers have no authority to manage Backupify on behalf of their clients (Backupify customers). Resellers sell the
Backupify service but are not providers of value-add managed services.
SELECT APPROPRIATE USER GUIDE FOR ADMINISTRATION
THIS DOCUMENT IS PROVIDED FOR DATTO PARTNERS WHO ARE MSPs, AND WHO INTEND TO PROVIDE (BUT NOT MANAGE) BACKUPIFY FOR OFFICE 365 TO A BACKUPIFY CUSTOMER.
IF YOU ARE A BACKUPIFY FOR OFFICE 365 CLIENT :
● If your Backupify for Office 365 service is provided by a managed service provider (MSP) or other Datto reseller, see BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION (AM15) .
○ Also at https://kb.datto.com/hc/en-us/articles/212273283-Backupify-For-Office-365-Guide-for-End-Users
● If your Backupify for Office 365 service is provided directly by Backupify from Datto: See BACKUPIFY FOR OFFICE 365 USER GUIDE: DOMAIN ADMINISTRATION (AM19) .
○ Also at https://dattoinc.zendesk.com/knowledge/articles/115001170003
IF YOU ARE A DATTO PARTNER :
● If providing Backupify for Office 365 to a Backupify customer and managing it, see BACKUPIFY FOR OFFICE 365 USER GUIDE: PARTNER-MANAGED ADMINISTRATION FOR DATTO PARTNERS (AM16) .
○ Also at https://kb.datto.com/hc/en-us/articles/207982303-Backupify-for-Office-365-User-Guide ● THIS DOCUMENT: If providing Backupify for Office 365 to a Backupify customer for
client-managed scenarios, see BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED ADMINISTRATION FOR DATTO PARTNERS (AM20) .
○ Also at https://kb.datto.com/hc/en-us/articles/115000997383
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 3
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 4
REQUIREMENTS ● The Backupify client is requesting to protect the domain of a Microsoft Office 365 Business account. Backupify does not
backup personal Office 365 accounts. See https://kb.datto.com/hc/en-us/articles/205017350 REF2. ● An administrative account of the Microsoft Office 365 domain must be provided to the Datto Partner (for partner-managed
Backupify protection) to facilitate partner-managed administration of Backupify for Office 365. This account is an existing admin account of the domain, or (preferred) a new Office 365 admin account created for the exclusive use by the Datto Partner.
○ Not required to be shared with Datto Partners if the Backupify protection is to be client-managed.
HELP For more information about Backupify, visit our Knowledge Base at https://backupify.zendesk.com/hc/en-us. If you should ever need any help with the product, please do not hesitate to contact our Datto Support team. Corporate Headquarters Datto, Inc. 101 Merritt 7, Norwalk, CT 06851 United States [email protected] • www.datto.com 888.294.6312 Regional Offices Norwalk, CT Boston, MA Toronto, CAN Reading, UK 888.294.6312 800.571.4984 877.811.0577 +44 (0) 118 402 9606
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 5
OFFICE 365 DATA PROTECTION WITH BACKUPIFY
What Backupify for Microsoft Office Protects
Backupify for Microsoft Office 365 protects, for each user, data within these five Office 365 applications: Mail, Contacts, Calendar, OneDrive, and SharePoint. View the table below for details of included and excluded data. For updates and further details, see https://kb.datto.com/hc/en-us/articles/205017500 REF17.
Included in Backupify backups Notable Exclusions / Exceptions
Office 365 Mail Backupify for O365 backs up: ● Personal mailboxes ● Shared mailboxes
● Backupify for O365 does not back up public folders ○ Restricted by the O365 API, as this content is not
discoverable through the API
Office 365 Contacts
● Backupify for O365 backs up everything except profile pictures
● Backupify for O365 does not back up shared/group contacts ○ Restricted by the O365 API, as this content is not
discoverable through the API ● Attachments that are references to OneDrive objects are
inaccessible through the API and cannot be backed up
Office 365 Calendar
● O365 doesn't back up shared/group calendar ○ Restricted by to the O365 API, as this content is not
discoverable through the API ● Attachments that are references to OneDrive objects are
inaccessible through the API and cannot be backed up
Office 365 OneDrive
● All documents in an individual's OneDrive
● Backupify takes up to 24 hours to recognize newly provisioned users.
● O365 doesn't back up shared/group documents ○ Restricted by to the O365 API, as this content is not
discoverable through the API ● Microsoft OneNote documents are not accessible through
the current API and cannot be backed up ● OneDrive does not have a file size limit regarding files it can
back up, but recoveries of items over 250MB require that you Export it (see EXPORTING ITEMS) rather than restoring it
Office 365 SharePoint
● Sharepoint Site Document Libraries ● Sharepoint Site Templates ● Sharepoint Site Assets ● Sharepoint Site Collections (Microsoft
sites that admins have created that do not fall into the Sharepoint Root Site collection)
The following data is NOT currently backed up: ● Sharepoint Site Pages ● Sharepoint Site Lists (formerly Site Content) ● Backupify only backs up the cloud version of Sharepoint
known as "Office 365 Sharepoint", not the various local installations of Office 365 contain versions of SharePoint such as 2010, 2013, and so; see https://kb.datto.com/hc/en-us/articles/205017500 REF17.
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 6
Backupify for Office 365 Backup Schedule
The Backupify backup schedule for Office 365 is fully automated and runs three times daily, within specified windows of time, for each service. The day's first backup run occurs between 12 AM and 8 AM, the second between 8 AM and 4 PM, and the third between 4 PM and 11:59 PM (EST). The schedule is not adjustable. For more details, see https://kb.datto.com/hc/en-us/articles/205017500 REF17.
On-Demand Backups
Backupify administrators can launch a Backupify backup on-demand by hovering over the NEXT SCHEDULED BACKUP time and clicking the resulting BACKUP NOW button. Running an on-demand backup will not affect the three regularly scheduled backups.
Support for Versioning
The Backupify for Office 365 service does have support for object versioning, but this capability is off by default and enabling is not possible through the user interface (UI). By default, Backupify for Office 365 ignores all multiple updates made to a file between Backupify backup points, except the file’s state at the time of the backup. To enable versioning, open a request with Backupify engineering, starting with HELP for Backupify.
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 7
PURCHASE, AUTHORIZATION, AND BASE SETUP OF BACKUPIFY FOR OFFICE 365 PROTECTION FOR YOUR BACKUPIFY CLIENT
This procedure for acquiring and configuring Backupify for Office 365 is different for the US, Canada and APAC, and in EMEA.
This document assumes that the Backupify client and the Datto Partner are in the same geography (both in US, or both in Canada, or so on).
The steps documented here are for ordering and configuring new products. If the client already uses other Backupify products or wants to increase or decrease their current license count, you should contact your Backupify provider (for Backupify clients) or your Backupify Sales representative (for Datto Partners). See https://kb.datto.com/hc/en-us/articles/214236706 REF1 .
SELECT THE SIGNUP PROCEDURE FOR YOUR LOCATION
● Purchase, Authorization, and Base Setup for Client-Managed Backupify for Office
365 Accounts in the US
● Purchase, Authorization, and Base Setup for Client-Managed Backupify for Office 365 Accounts in Canada and APAC
● Purchase, Authorization, and Base Setup for Client-Managed Backupify for Office 365 Accounts in Europe (EU and non-EU countries), Middle East and Africa
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Purchase, Authorization, and Base Setup for Client-Managed Backupify for Office 365 Accounts in the US
As a US-based Datto partner, you are responsible for initiating the purchase of Backupify for Office 365 for your US-based business clients, handling the quote, and accepting the added costs to your monthly expenses from Datto. Since you are providing Client-managed Backupify services, much of the final authorization and all of the user configuration will be performed by the Backupify client. Your steps in this process are outlined in this section.
1. Practice “clean browsing”. ○ Open a new Google Chrome (or other supported browser) private window before proceeding.
2. Establish a login session on the Datto Partner Portal. ○ Go to https://auth.datto.com/login or https://partners.dattobackup.com.
i. https://partners.dattobackup.com will automatically (and temporarily) redirect to https://auth.datto.com/login .
ii.
○ Enter your Datto Partner Portal credentials, then click Log In.
i.
○ This brings you back to the Datto Partner Portal.
i.
3. Enter the Datto Store. ○ Select Purchasing & Billing > Store from the menu.
i. 4. From the Datto Store, enter the Datto Partner SaaS Store.
○ The Datto Partner SaaS Store can be entered directly at http://saasstore.datto.com with your Datto Partner Portal credentials.
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○ Click Backupify.
i. ○ Authentication takes a moment (shown below), and then automatically redirects into the Datto Partner SaaS Store.
i. 5. Optional: Review the Backupify Price Sheets.
○ View the price sheet by clicking View Pricing Sheets, in any of the Client configuration windows. The price sheet that will be displayed will default to the US price sheet (because the Datto Partner SaaS Store is currently the US only).
i. Backupify price sheets are also available from the Datto Partner Portal . 6. Purchase Backupify for Office 365 licenses for the Backupify client from the Datto Partner SaaS Store.
○ For the next steps: i. Use the section EXISTING BACKUPIFY CLIENT when purchasing Backupify for Office 365 for an existing
Backupify Client. Or…. i. Use the section NEW BACKUPIFY CLIENT when purchasing Backupify for Office 365 for a new Backupify
Client.
EXISTING BACKUPIFY CLIENT
1. In the SELECT CLIENT window, click on the drop down menu that says SELECT AN EXISTING CLIENT.
○ 2. Select the existing Backupify client (or customer) name from the menu. Then click CONTINUE.
○ These are names that you created for each of your Backupify customers, and the name you use is only for your reference within the Datto Partner SaaS Store and within the Datto SaaS Backup AMD . Backupify identifies customers via their domain name.
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○ 3. In the SELECT PRODUCT window, we see that you as a Datto Partner already have this existing Backupify
client signed up with Backupify for Google Apps.
○ 4. Click on Office 365, and select the required number of Backupify for Office 365 seats. Click GENERATE
QUOTE to view the automatically quoted price.
○ 5. In the CONFIRM QUOTE window, confirm the quote by clicking CONFIRM QUOTE.
○ 6. SInce you as a Datto Partner already have Backupify accounts for this client, there is existing payment
info available to choose from. (In this case it was used for Backupify for Google Apps). Select CONFIRM PURCHASE in the PAYMENT METHOD window.
7. Upon completion, you are returned to SELECT CLIENT window.
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NEW BACKUPIFY CLIENT
1. In the SELECT CLIENT window, click NEW CLIENT.
○ 2. In the ADD CLIENT window, enter the Backupify client (or customer) name. Next, read the Backupify
Reseller Agreement. Click the box if you agree with that, and then click CONTINUE.
○ The client name you provide is only for your reference within the Datto Partner SaaS Store and within the Datto SaaS Backup AMD . Backupify identifies customers via domain name.
○ 3. In the SELECT PRODUCT window, select Office 365.
○ 4. Click on Office 365, and select the required number of Backupify for Office 365 seats. Click GENERATE
QUOTE to view the automatically quoted price.
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○ 5. In the CONFIRM QUOTE window, confirm the quote by clicking CONFIRM QUOTE.
○ 6. In the PAYMENT METHOD window, enter the payment method, and then select SUBMIT at the bottom.
○ 7. Select CONFIRM PURCHASE in the PAYMENT METHOD window. 8. After payment receipt acknowledgment, select RETURN TO STORE in the PAYMENT RECEIVED window. 9. Upon completion, you are returned to SELECT CLIENT window.
7. Enter the Datto SaaS Backup Application Management Dashboard (the Datto SaaS Backup AMD). ○ From the Datto Partner Portal, select “Devices -> Manage SaaS Apps”, which leads to the Datto SaaS Backup AMD.
(Or, from the PAYMENT RECEIVED window above, click MANAGE CLIENTS / APPLICATIONS).
○ When setting up services for a new customer in the Datto SaaS Backup AMD , you have the option to set up each customer as Partner-Managed or Client-Managed.
i.
AM20_2017_03b: BACKUPIFY FOR OFFICE 365 USER GUIDE: CLIENT-MANAGED DOMAIN ADMINISTRATION FOR DATTO PARTNERS 13
8. Explore the Datto SaaS Backup AMD.
○ The Datto SaaS Backup AMD, as shown below, allows a US-based Datto Partner to view all of their Backupify clients in one place. In this example, this Datto Partner (MSP) has provided Backupify protection to several clients. The Backupify client names were specified by the Datto Partner during sign up in the Datto Partner SaaS Store. Each of the Backupify-protected SaaS apps are represented by a separate tile. Tiles are grouped by Backupify client.
i. ○ The Datto SaaS Backup AMD alleviates the need for the Datto Partner to create and manage Backupify admin
accounts for each of their Backupify clients. Click on tile icons for apps with active Backupify protection to enter the Backupify web application. See (CONNECTING TO BACKUPIFY FOR PARTNER-MANAGED BACKUPIFY ADMINISTRATION).
i. If an app has been activated as client-managed, then clicking on the icon of a tile for an app results in a red box to appear in the upper right.
● ○ For each tile that represents a new (and not yet authorized for Backupify data protection) SaaS App, there is an
option allowing the selection of Partner-Managed or Client-Managed. The selection must be one or the other but not both. To review the differences between the these options, see https://kb.datto.com/hc/en-us/articles/215585243 REF5.
i. ○ Tiles with only one authorization choice are for Backupify clients with existing Backupify data protection services.
That situation identifies this Backupify client already has been identified as client-managed or partner-managed for other apps being protected by Backupify. When the only option is “client managed” this identifies that apps for that Backupify client are already authorized as Client-Managed.
○ Each tile in the Datto SaaS Backup AMD provides insight into the usage of the Backupify seats, and the most recent backup status. A sample tile is shown below, with a description of each of the measured values. See https://kb.datto.com/hc/en-us/articles/210762646 REF6.
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●
ii. Backup Status - allows admins to quickly scan their clients' services and identify any backup issues iii. Backup Seats
● Total Licenses - Amount of licenses provisioned for the client. This number reflects the upper bound of the current seating tier.
● Managed - reflects the number of licenses currently in use for this service. ● Open Licenses - The number of remaining end users that can be accommodated for this service. ● Unprotected - indicates the number of end users for that service that are currently unprotected. This
number could reflect an intentional choice on behalf of the domain admin to leave some end users unprotected via Seat Management, or it could alert you that there are users who are currently unprotected and the license tier needs to be increased to accommodate.
○ Accessing Your Backupify clients through the Dashboard. See https://kb.datto.com/hc/en-us/articles/210762646 REF6. i. For partner-managed Backupify clients: After authorizing Terms and Conditions and Service-Side Scopes for
your clients, you can click a service tile in the Datto SaaS Backup AMD and be taken to the Backupify Product Dashboard for that client, where you can manage backups, restores and exports at a more granular level.
ii. If you are a Backupify reseller without authorization to act on behalf of your clients, you will not be able to click through the Datto SaaS Backup AMD to the Product Dashboards. You will, however, have the ability to detect if something is wrong via the Datto SaaS Backup AMD and will have to contact the domain administrator to fix the situation.
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9. Identify in Datto SaaS Backup AMD that the Backupify client will be Client-Managed.
○ This document is only for Client -managed services. ○ First, starting with any one of the client’s five Office 365 app icons in the Datto SaaS Backup AMD, select THIS
PRODUCT IS CLIENT MANAGED. ○ Next, You will be prompted to enter an admin email for the Backupify client :
i. The email used does not need to be on the protected Office 365 domain. It can even be a Gmail address.
ii. ○ An email is sent to the Backupify client.
i. 10. The Backupify client will Identify the Office 365 domain to be protected, and authorize Backupify protection of that domain.
○ NOTE - ALL STEPS GOING FORWARD ARE COVERED IN AM15 for YOUR CLIENT ○ CLIENT RECEIVES EMAIL - MUST ACKNOWLEDGE - WILL CREATE THEIR BACKUPIFY ACCOUNT - ○ THE CLIENT SPECIFIES THEIR DOMAIN NAME WHEN THEY LOG IN ○ NOTE THE CLIENT MUST ADD USERS, HANDLE RESTORES, ETC ..
11. MONITOR IN THE DATTO SaaS BACKUP ADM
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Purchase, Authorization, and Base Setup for Client-Managed Office 365 Accounts in Canada and APAC
As a Canada- or APAC-based Datto partner, you are responsible for initiating the purchase of Backupify for Office 365 for your local business clients, handling the quote, and accepting the added costs to your monthly expenses from Datto. There is no Datto SaaS Backup AMD for this region; thus to provide Client-managed Backupify services in this region, you will also be responsible for additional steps in the authorization for your Backupify client, but the client is responsible for the user configuration. Your steps in this process are outlined in this section.
1. Practice “clean browsing”. ○ Open a new Google Chrome (or other supported browser) private window before proceeding.
2. Log into the Datto Partner Portal. ○ Go to https://auth.datto.com/login or https://partners.dattobackup.com.
i. https://partners.dattobackup.com will automatically (and temporarily) redirect to https://auth.datto.com/login .
ii.
○ Enter your Datto Partner Portal credentials, then click Log In.
i. ○ This brings you back to the Datto Partner Portal.
i.
3. Enter the Datto Store. ○ Select Purchasing & Billing > Store from the menu.
i.
4. From the Datto Store, select the Backupify product.
○ The Datto Partner SaaS store is only available for US Datto partners.
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○ Click Backupify (it will appear as the screen shown below). For Canada and APAC, this will direct you to the Backupify sign-up Portal (titled “Step 1: Create a Backupify Account”).
i.
5. Optional: Review the Backupify Price Sheets. ○ View the price sheets for Backupify in the Datto Partner portal under Resources -> Product & Pricing Info. They are
available in US dollars as well as international currencies. 6. Create the Backupify account for the new Backupify client.
○ Since the Backupify account will be client-managed and not in the US, it is necessary for the Datto Partner to create the Backupify account in this situation. After creating the account, the Datto Partner will need to provide these credentials to the Backupify client, so that they may complete the authorization.
○ At this time, Backupify is still uninformed of the name of the Office 365 domain to protect. ○ First, enter your customer’s name, and the administrative email for the backupify account. As a Datto Partner, the
Backupify admin email is your email, and is not to be confused with the new Backupify client’s Office 365 admin account. This password is for the (new) Backupify account - it is not the password for the administrator’s email on Microsoft Office 365. When completed, click Continue to Step 2.
i. You are creating a new Backupify admin account that is specific for your particular new Backupify client, not for that Datto Partner. For Canada and APAC Partner-managed administration, the Datto Partner will be performing this administration through the Backupify management portal using this account.
ii. Changing (updating) this email username of the Backupify admin is a manual process that needs to be done by a Support representative. For more, see https://kb.datto.com/hc/en-us/articles/211726123 REF13 .
iii.
○ Next, select ADD OFFICE 365 PRODUCT to complete the customer sign up. This opens a Microsoft O365 connection, as shown below, with a window that says “Backupify” in the upper right.
i. For non-US customers, only Backupify for Microsoft Office 365 is supported through this signup at this time. For Backupify support for other SaaS platforms such as Google Apps (G Suite), contact your Datto Partner Representative.
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ii.
7. The Backupify client is responsible for authorizing Backupify protection of their Office 365 domain. ○ Provide to the customer the Backupify admin account credentials.
i. The instructions for the Backupify Client are described in AM15. ○ Next, Backupify determines the Office 365 domain being protected via the admin email.
8. INFORM CLIENT OF NEW BACKUPIFY ACCOUNT. ○ ASK THEM TO CHANGE THE PASSWORD OF THE BACKUPIFY ACCOUNT, IF DESIRED … WILL MEAN THAT THE
PARTNER CANNOT VIEW STATUS ○ THEY CAN CHANGE PASSWORD OF O365 ADMIN ACCOUNT, IF DESIRED
9. PRODUCT IS CLIENT MANAGED. - USER MANAGEMENT IS RESPONSIBILITY OF CLIENT
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Purchase, Authorization, and Base Setup for Client-Managed Office 365 Accounts in Europe (EU and non-EU countries), Middle East and Africa
As a EMEA-based Datto partner, you are responsible for initiating the purchase of Backupify for Office 365 for your local business clients, handling the quote, and accepting the added costs to your monthly expenses from Datto. There is no Datto SaaS Backup AMD for this region; thus to provide Client-managed Backupify services in this region, you will also be responsible for additional steps in the authorization for your Backupify client, but the client is responsible for the user configuration. Your steps in this process are outlined in this section.
1. Practice “clean browsing”. ○ Open a new Google Chrome (or other supported browser) private window before proceeding.
2. Log into the Datto EMEA Partner Portal. ○ Go to the Datto EMEA Partner Portal at https://resale.dattobackup.co.uk.
○ Login will temporarily redirect to https://auth.datto.com/login .
i. ○ Enter your Datto EMEA Partner Portal credentials, then click Log In.
i. ○ This brings you back to the Datto EMEA Partner Portal.
i. 3. Verify that the Datto Partner account is associated with the Datto EMEA Partner Portal.
○ Check the Purchasing & Billing menu. If the menu has only two options, then the Datto Partner Portal account is not associated with Datto EMEA Partner Portal. Log out, and attain the correct account.
i. 4. Enter the Datto Store.
○ The Datto Partner SaaS Store is only available for US Datto Partners.
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○ Select Purchasing & Billing > Store from the menu. 5. From the Datto Store, select the Backupify product.
○ Select the Backupify icon. ○ Next, select Sign Up for Office 365 Backupify.
i.
6. The next page will display both the NFR and New Customer service options.
○ Since the Backupify account will be client-managed and not in the US, it is necessary for the Datto Partner to create the Backupify account in this situation. After creating the account, the Datto Partner will need to provide these credentials to the Backupify client, so that they may complete the authorization.
○ Select Purchase New Backupify O365 Account. For EMEA, this will direct you to the Backupify Sign-up Portal.
○ The Backupify charges are added to the Partner’s monthly service invoice. They will get the current month free of charge and start to pay from the 1st of the following month.
i.
7. Create the Backupify account for the new Backupify client.
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○ At this time, Backupify is still uninformed of the name of the Office 365 domain to protect. ○ First, enter your customer’s name, and the administrative email for the backupify account. As a Datto Partner, the
Backupify admin email is your email, and is not to be confused with the new Backupify client’s Office 365 admin account. This password is for the (new) Backupify account - it is not the password for the administrator’s email on Microsoft Office 365. When completed, click Continue to Step 2.
i. You are creating a new Backupify admin account that is specific for your particular new Backupify client, not for that Datto Partner. For EMEA Partner-managed administration, the Datto Partner will be performing this administration through the Backupify management portal using this account.
ii. Changing (updating) this email username of the Backupify admin is a manual process that needs to be done by a Support representative. For more, see https://kb.datto.com/hc/en-us/articles/211726123 REF13 .
iii.
○ Next, select ADD OFFICE 365 PRODUCT to complete the customer sign up. This opens a Microsoft Office 365 connection, as shown below, with a window that says “Backupify” in the upper right.
i. For non-US customers, only Backupify for Microsoft Office 365 is supported through this signup at this time. For Backupify support for other SaaS platforms such as Google Apps (G Suite), contact your Datto Partner Representative.
ii.
8. Identify the Office 365 domain to be protected, and authorize Backupify protection of that domain. ○ The Backupify client is responsible for authorizing Backupify protection of their Office 365 domain. ○ Provide to the customer the Backupify admin account credentials.
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i. The instructions for the Backupify Client are described in AM15. ○ Next, Backupify determines the Office 365 domain being protected via the admin email.
9. INFORM CLIENT OF NEW BACKUPIFY ACCOUNT. ○ ASK THEM TO CHANGE THE PASSWORD OF THE BACKUPIFY ACCOUNT, IF DESIRED … WILL MEAN THAT THE
PARTNER CANNOT VIEW STATUS ○ THEY CAN CHANGE PASSWORD OF O365 ADMIN ACCOUNT, IF DESIRED
10. PRODUCT IS CLIENT MANAGED. - USER MANAGEMENT IS RESPONSIBILITY OF CLIENT
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CONNECTING TO BACKUPIFY FOR CLIENT-MANAGED BACKUPIFY ADMINISTRATION Backupify access is web-based. Once you have created your Backupify account, authorizes the Office 365 domain to allow protection services from Backupify (see PURCHASE, AUTHORIZATION, AND BASE SETUP OF BACKUPIFY FOR OFFICE 365 PROTECTION FOR YOUR BACKUPIFY CLIENT), log in by visiting https://sso.backupify.com/login and entering the Backupify admin account credentials.
US Canada, APAC, and EMEA
1. Go the Datto SaaS Backup AMD 2. Click on any Office 365 app icon for the Backupify client 3. The Backupify for Office 365 Dashboard will open for that
Backupify client.
1. Go to the Backupify login 2. Enter Backupify admin credentials for the Backupify client.
3. Log in with the Backupify administrative account credentials.
4. The Backupify for Office 365 Dashboard will open for that Backupify client.
● To reset the Backupify admin account password, click the
‘Forgot your password?’ link and instructions will be emailed to the Backupify administrative account.
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BACKUPIFY FOR OFFICE 365 USER MANAGEMENT Backupify for Office 365 can be utilized to protect all users in a Microsoft Office 365 domain, or on a per-seat basis. Users may be managed automatically with optional governance rules, or manually. This section reviews this user management. USER MANAGEMENT IS NOT AVAILABLE TO PARTNERS FOR CLIENT-MANAGED BACKUPIFY ACCOUNTS.
RESTORING ITEMS When restoring items, you can select a specific item or multiple items items and restore them by clicking the Restore button. You can also restore all items for the user by leaving all items unchecked and clicking the Restore button. Restoring all is useful in the event that a user deleted the full contents of their mailbox, their calendar, or other system. For more details on Backupify for Microsoft Office 365 restores, see https://kb.datto.com/hc/en-us/articles/205017490 REF20. RESTORING IS NOT AVAILABLE TO PARTNERS FOR CLIENT-MANAGED BACKUPIFY ACCOUNTS.
EXPORTING ITEMS Exporting allows a Backupify administrator to store a secure package of an individual’s data outside of Office 365. For example, if an executive is leaving the company and the company wants to keep track of all the executive’s records, Backupify for Office 365 can export that executive’s correspondence, contact list, Calendar, and OneDrive files. For more details on Backupify for Microsoft Office 365 Exports, see https://kb.datto.com/hc/en-us/articles/205017480 REF19. EXPORTING IS NOT AVAILABLE TO PARTNERS FOR CLIENT-MANAGED BACKUPIFY ACCOUNTS.
MONITORING AND AUDITING AUDITING IS NOT AVAILABLE TO PARTNERS FOR CLIENT-MANAGED BACKUPIFY ACCOUNTS.
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REFERENCES
The Datto Knowledge Base
For an indeed list of content, see https://kb.datto.com/hc/en-us/categories/200314920-Backupify-for-Office-365.
REF1 https://kb.datto.com/hc/en-us/articles/214236706-Start-To-Finish-Setting-Up-A-New-Office-365-Customer-Account-Through-The-SaaS-Store
REF2 https://kb.datto.com/hc/en-us/articles/205017350-Backupify-for-Office-365-Initial-Setup
REF3 https://kb.datto.com/hc/en-us/articles/204806604-How-do-I-access-my-Backupify-for-Office-365-account-
REF4 https://kb.datto.com/hc/en-us/articles/210274906-Which-of-Microsoft-s-APIs-does-Backupify-Use-
REF5 https://kb.datto.com/hc/en-us/articles/215585243-What-s-the-difference-between-Client-Managed-and-Partner-Managed-
REF6 https://kb.datto.com/hc/en-us/articles/210762646-Using-SaaS-Application-Management
REF7 https://kb.datto.com/hc/en-us/articles/210760426-Accessing-and-Using-the-SaaS-Store
REF8 https://kb.datto.com/hc/en-us/articles/212600903-Seat-Management-for-Backupify-North-American-region
REF9 https://kb.datto.com/hc/en-us/articles/215265583-Seat-Management-For-Backupify-EMEA-Region
REF10 https://kb.datto.com/hc/en-us/articles/204806574-Managing-Users
REF11 https://kb.datto.com/hc/en-us/articles/211682523-How-do-Backupify-for-Office-365-usernames-and-passwords-work-
REF12 https://kb.datto.com/hc/en-us/articles/217913043-Backupify-for-Office-365-Permissions-Explained
REF13 https://kb.datto.com/hc/en-us/articles/211726123-How-do-I-update-my-Backupify-username-
REF14 https://kb.datto.com/hc/en-us/articles/115000586003-Backupify-Release-Notes-2017-Present-
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REF15 https://kb.datto.com/hc/en-us/articles/210274886-What-is-the-Backupify-for-Office-365-licensing-structure-
REF16 https://kb.datto.com/hc/en-us/articles/209150526-Office-365-SharePoint-FAQs
REF17 https://kb.datto.com/hc/en-us/articles/205017500
REF18 https://kb.datto.com/hc/en-us/articles/212823906-How-do-I-add-custom-site-collections-to-SharePoint-
REF19 https://kb.datto.com/hc/en-us/articles/205017480-Exports
REF20 https://kb.datto.com/hc/en-us/articles/205017490-Restores
REF21 https://kb.datto.com/hc/en-us/articles/205017330-Dashboard-and-Navigation
The Datto Community
https://community.datto.com/discussion/1322/backupify-onedrive-and-versioning#latest
DOCUMENT INFO ©2017 Datto, Inc. All rights reserved. 3/07/2017
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