Start To Finish: Setting Up A New Office 365 Customer Account Through The SaaS Store

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Scope

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

Procedure

Clean Browsing

Open a Google Chrome incognito window, or a Firefox private browser window before proceeding, in order to avoid confusing which Office 365 service to authenticate.

Access the SaaS Store

Navigate to http://saasstore.datto.com, and enter your Datto Partner Portal credentials. If you are a non-U.S. partner, head to https://portal.dattobackup.com/billing/store. The Store can also be accessed from the Partner Portal home page by navigating to Purchasing & Billing → Store, and selecting the Partner SaaS Store option. 

Create your customer

Use the Select Customer drop-down menu to select one of your existing customers, or, for a first-time client, select the Create New Customer option. When you create a new customer, the name you use is for your own reference only. The application will identify the customer via their domain name.

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

Select the product

Select the product to protect for your client, and then enter the number of users to protect in the Customer Seats section.

To protect more than one product, you will need to complete the process for the first product, then begin again for the second.

When finished, click Generate Quote to see pricing information for the tier of users you entered.

Confirm the quote

When you see the Confirm Quote page, and are satisfied by the price quote, click Confirm Quote. This brings you to the Payment Method screen containing your payment and contact information. If this is your first time ordering, you will first need to enter all relevant information before proceeding. 

If you need to change your credit card information, contact SaaS Protection/Backupify Support.

Click Confirm Purchase to continue.

Once you have confirmed the purchase, you can choose to begin the purchase process again for another SaaS Protection/Backupify product by clicking Return to Store.

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

Authorize the product

Once you're at the Application Management Dashboard (AMD), you'll see five separate icons for your new customer's Mail, OneDrive, Contacts, Calendar, and SharePoint data, and under each icon, you have the ability to determine whether or not you want the service to be Partner-Managed or Client-Managed. To learn the differences between those two options, click here.

Starting with any one of the five services, select Partner-Managed or Client-Managed, check the box to agree to the Terms & Conditions, and click Authorize.

Authorize

You will then be directed to authorize the client’s Office 365 instance by using the instance's Global Admin credentials. This account must have a valid mailbox licensed to the account. Once this is complete you will be ready to add users.

Reminder: An Office 365 account currently can only have one admin account associated with it. Our Product Management team is developing the option for SaaS Protection/Backupify for Office 365 users to have more than one admin role. This feature is on our product roadmap, and slated to be released in early 2017.

Add users

Next, you'll be adding users to the account via the Seat Management Page, and configuring appropriately with one of the two options:

  • Auto-Add Turned On: This option is available if the client wants the entire domain to be covered (Note: This will back up all users that occupy an Office 365 seat regardless if they have services disabled. This will also take up a license seat.) 
  • Auto-Add Turned Off: This option allows the customer to manually add which users they want to be backed up.

From there, click Confirm. Backups will automatically begin for each user’s Office 365 services (Mail, Contacts, OneDrive, Sites, and Sharepoint).

Head back to the Application Management Dashboard

Return to the Application Management Dashboard. Here, you will see your fully-authorized customer account. Click here for more information on using the AMD.

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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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