This article explains how United States-based customers can set up a new Datto SaaS Protection for Office 365 customer account.
If you are based in Canada or EMEA, see Backupify/Datto SaaS Protection 2.0 for Office 365: onboarding clients in Canada/EMEA/APAC
- Datto SaaS Protection for Office 365 - US Partners only
- You must have Global Admin account credentials to the customer's O365 tenant.
- To complete the setup and purchase, the partner must have Admin-level permissions in the Datto Partner Portal.
Follow these steps to access the SaaS Store and add and authenticate a new Office 365 service for a client.
Open a Google Chrome incognito or similar private browsing window. This session will help to avoid confusion about which Office 365 service to authenticate.
Access the SaaS Store
Navigate to http://saasstore.datto.com and enter your Datto Partner Portal credentials. As another option, you can access the Store from the Partner Portal home page by selecting Purchasing & Billing → Store and selecting the SaaS Protection option.
Create your customer
If this is the first Backupify account setup, you will see an Add Client screen. If you've already set up previous clients, you will see a Select Client screen, which lets you choose from a drop-down list of existing clients or add a new client.
Select the product
Select Office 365 and enter the number of users to protect. When finished, click Generate Quote for pricing information for the tier of users you entered.
Confirm the quote
Next, click Confirm Quote to bring up the Payment Method screen containing your payment and contact information. If this is your first time ordering, you must enter all relevant information before proceeding.
Click Confirm Purchase to continue. Click Return to Store to restart the purchase process for other Backupify products.
To connect Office 365 to the account you've just set up, click Manage Clients/Applications, which opens the Application Management Dashboard.
The client's Office 365 management options will appear in the Application Management dashboard. Click This product is partner-managed on one of the services for which your client has licenses, then agree to the terms and conditions and click Authorize. Datto SaaS Protection will automatically include all other licensed services in the authorization (This dashboard is a one-time setup screen).
Log in to Backupify and complete onboarding
On the login screen, log into the Microsoft account as a global administrator (the system supports Microsoft modern authentication). Datto SaaS Protection will add your Active Directory. The Active Directory may take several minutes to load.
You will now see the Backupify Onboarding Wizard. Click Continue.
Choose the geographically appropriate storage region from the drop-down menu.
Add users to the backup
You can now add users to the backup from the Seat Management screen. Auto-Add automatically backs up all users and resources in the domain. Click Disable to
manually select which users and resources the system should back up during the initial setup.
With Auto-Add disabled, search for the users you wish to back up in the Add Users field. Click the checkbox for the user you've selected, click Back up selected users, then Con-
firm to perform a backup for that user. At the bottom of the screen, you can add CSV files of existing user lists and custom site collections from an Excel spreadsheet.
After adding users, click Advance to Dashboard. Datto SaaS Protection is now protecting your Office 365 apps.