Datto SaaS Protection 2.0 for Office 365: How to set up Datto SaaS Protection 2.0 for Office 365

Topic

This article describes the process for setting up a new Datto SaaS Protection for Office 365 partner account via the SaaS Store. This process applies only to partners in the United States.

For partners in other regions, see our Datto SaaS Protection 2.0 for Office 365: How to set up Datto SaaS Protection 2.0 for Office 365 in Canada, EMEA, and APAC article.

Environment

• Datto SaaS Protection for Office 365 - United States Region
• Datto Partner Portal

Description

Prerequisites

• You must have Global Admin account credentials to the customer's Office 365 tenant.
• To complete the setup and purchase, you must have Admin-level permissions in the Datto Partner Portal.

Procedure

1. Clean Browsing
2. Access the SaaS Store
3. Create your customer
4. Select the product
5. Confirm the quote
6. Manage clients
7. Log in and complete onboarding
8. Add users to the backup

Clean Browsing

Open a Google Chrome incognito window or similar private browsing window. Doing so 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 navigating to the Purchasing & Billing tab → Store → SaaS Protection. (Figure 1 and 2). You will be redirected to Datto's SaaS Store page.

Figure 1: The Partner Portal (click to enlarge)

Figure 2: The Datto Store (click to enlarge)

Create your customer

If this is your first Datto SaaS Protection 2.0 account setup, you will see the Add Client screen (Figure 3). If you've set up clients before, then you will see the Select Client screen (Figure 4), which lets you choose from a drop-down list of existing clients or add a new client.

After you have added a new client or selected an existing client, click CONTINUE.

Figure 3: Adding a client (click to enlarge)

Figure 4: Selecting a 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 5: Product selection (click to enlarge)

Confirm the quote

1. Click Confirm Quote.

Doing so 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. 

2. Click Confirm Purchase to continue.

3. Click Return to Store to restart the purchase process for other Datto SaaS Protection products. 

Figure 6: Payment confirmation (click to enlarge)

Manage Clients

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

Figure 7: 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 is licensed, then click Authorize. Datto SaaS Protection will automatically include all other licensed services in the authorization (this dashboard is a one-time setup screen).

Figure 8: The Application Management dashboard (click to enlarge)

Log in to Datto SaaS Protection 2.0 and complete onboarding

1. Navigate to Microsoft's sign-in page, then log in to your Office 365 account as a global administrator. Datto SaaS Protection 2.0 will add your Active Directory, which may take several minutes to load.

Figure 9: Microsoft Online login screen (click to enlarge)

2. You will be directed to the Datto SaaS Protection 2.0 Onboarding Wizard. Click Continue.

Figure 10: The Datto SaaS Protection 2.0 Onboarding Wizard (click to enlarge)

3. Choose the appropriate geographic storage region from the drop-down menu, then click CONTINUE.

Figure 11: Choose a storage region (click to enlarge)

Add users to the backup

You will now be able to add backups from the Seat Management screen. Auto-Add automatically backs up all users and resources in the domain.

1. 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.

2. Click the checkbox for the user you’ve selected, click back up selected users, then Confirm to perform a backup for that user. After adding users, click Advance to Dashboard.

At the bottom of the screen, you can add CSV files of existing user lists and custom site collections from an Excel spreadsheet.

Figure 12: Add users to the backup (click to enlarge)

Figure 13: The Datto SaaS Protection for Office 365 dashboard (click to enlarge)

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