How Do I Set Up A New Datto SaaS Protection Office 365 Customer Account Through the SaaS Store?

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Question

How do I set up a new Datto SaaS Protection for Office 365 customer account through the SaaS Store?

Environment

  • Datto SaaS Protection for Office 365 - US Partners ONLY

Procedure

This article explains how to access the SaaS Store, and how to add and authenticate a new Office 365 service for a client.

Click here for all Backupify 2.0 content.

Clean Browsing

Open a Google Chrome incognito or similar private browsing window. This 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. 

Figure 1: The Datto Store  (click to enlarge)

The SaaS Store is for ordering new products. If your client already uses all Backupify products, or simply wants to increase or decrease their current license count, you should contact your Backupify Sales representative.

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.

When creating a new customer, the name you use is for your own reference only. Backupify will identify the customer via their domain name.

Figure 2: Add client (click to enlarge)

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.

Figure 3: Product selection (click to enlarge)

Confirm the quote

Next, click Confirm Quote. This brings 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. 

For credit card information changes, contact Backupify Support.

Click Confirm Purchase to continue. Click Return to Store to restart the purchase process for other Backupify products. 

Manage Clients

To connect Office 365 to the account you've just set up, click Manage Clients/Applications, which opens the Application Management Dashboard

Figure 4: Payment confirmation (click to enlarge)

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).

Figure 5: The Application Management dashboard (click to enlarge)

Log into Backupify and complete onboarding

On the login screen, log into the Microsoft account as a global administrator. Datto SaaS Protection will add your Active Directory, This may take several minutes to load.

Datto SaaS Protection 2.0 does not support two-factor authentication at this time. 

Figure 6: Microsoft Online login screen (click to enlarge)

You will now see the Backupify Onboarding Wizard. Click Continue.

Figure 7: The Backupify Onboarding Wizard (click to enlarge)

Choose the geographically appropriate storage region from the drop-down menu. 

Figure 8: Choose a storage region (click to enlarge)

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 should be backed 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.

Figure 9: Add users to the backup (click to enlarge)

After adding users, click Advance to Dashboard. Your Office 365 apps are now
protected by Datto SaaS Protection.

Figure 10: The Datto SaaS Protection for Office 365 dashboard (click to enlarge)

 The time zone in Backupify is set to GMT by default. This setting is not configurable within Backupify.

To contact Backupify/Datto SaaS Protection support, click here to submit a Support Request, or click here for more contact options.


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