Skip to main content

How can we help you?

Druva Documentation

Create and Manage Customers

Overview 

The Customers tab enables you to create and manage customers and associate them with the service plan for data protection.

Access Path

Log in to Managed Services Center portal (MSC) and then click Customers.

By default, a list of existing customers is displayed.
You can perform the following actions on the Customer page.

Create a customer

This section walks you through the process of creating a new customer. You can associate products (tenants) later when you have all the information available.

Note: In the MSC portal, a Sandbox customer with Default Service Plan is created when the first MSP administrator is created.

To create a new customer:

  1. Log in to Managed Services Center portal (MSC) and click Customers > Create Customer.
  2. On the Create Customer dialog box, enter all the required values and click Save. You will receive an email confirmation on the registered email address after successful customer creation. You can view the newly added customer on the Customers listing page.

Create_Customer_MSP.png

The following table provides information about the fields on the Create Customer dialog box.

Field  Description
Account Details  
Customer Name

Provide the name of the customer.

Select the Hide Customer Name from Druva option if you want to hide the customer name from Druva. However, you must provide an alternate name in the Account Name field that will help Druva identify customers internally.

Account Name

The Account Name field will be displayed if you have selected the Hide Customer Name from Druva option in the Customer Name field.

Provide an account name by which Druva should identify the customer. This field will help you create an identity that does not reveal the actual customer name to Druva.

Note:  Once you enter the account name, you cannot change it.

Address Provide the physical address of the customer.
Phone Number Provide the phone number of the customer.
Tenant Admin A Tenant administrator can manage the tasks only for the assigned tenants. You can assign multiple tenant administrators to a single customer account. For more information about the roles and privileges of a tenant administrator, see Role-based access

View customer details 

To view the customer details:

  1. Log in to Managed Services Center (MSC) portal and click Customers.  By default, the Summary tab is displayed.
  2. Click the Customer Health tab to view customers’ backup jobs and alerts for Hybrid Workloads.

Summary tab

The following section provides information about the Summary tab.

Customer_Summary.png

Field  Description
Account Details

Displays account details for the selected customer.

Name - The Account name by which Druva identifies the customer.

Customer Name - The customer name mapped to the Account Name.

Phone Number - The phone number of the customer.

Address - The physical address of the customer.

Tenant Admin - The name of the Tenant Admin.

Consumption Units Displays the consumption units usage of the customer for the last 90 days.
Customer Contact Details

Displays the name and details of the contact person who would be a representative from the customer's organization.

  • Add: Use the Add Contact option to have more customer contacts.
  • Edit: Use the Edit option to update the details of existing customer contacts.
  • Delete:  Use the Delete option to delete the details of existing customer contacts.
Product Details

This section enables you to:

  • Add product (tenant) - You can add Hybrid Workloads and SaaS Apps and Endpoints products. For more information, see Add Product (tenant).
  • View product details - You can view the Hybrid Workloads and SaaS Apps and Endpoints details associated with the selected customer, see View Customer details page.
  • Manage product (tenant) - You can Edit, Delete, Suspend, or Activate the product. For more information, see Manage tenants

Customer Health tab

This tab provides insights into the statistics related to the customer's backup jobs and alerts. It also provides a view of the data source (backup set) listing along with the last successful backup and restore job statuses.

Customer Health.png

The following table provides information about the Customer Health tab.

Field  Description
SLA data for Hybrid Workloads only
Backup Jobs

Displays the following details for backup jobs in the last 30 days.

  • Total Backup Jobs: Number of total backup jobs initiated.
  • Successful: Number of backup jobs that were completed successfully.
  • Total Restores: Number of total restores initiated.
Organization Displays the name of the Customer's organization.
Data Source Displays the Data Source assigned to the customer.
Workloads Displays the details of the workloads that are protected for the customer.
Backup Policy Displays the details of the backup frequency configured for the customer.
Last Backup Status (Job ID)

Displays the following details about the status of the last backup job:

  • Successful or Failed
  • Number of days  when that last backup job was completed
  • Job ID of the backup job is displayed in parenthesis.
Last Job Run Displays the data and timestamp when the last job was initiated. 
Last Successful Job Run Displays the number of days along with Job ID when the last successful job was completed for backup. This field is applicable only if the current backup job is in a failed state.
Last Successful Restore Displays the number of days along with Job ID when the last successful job was completed for restore.
Alerts

Displays the count and detailed statistics of different types of alerts generated for Hybrid Workloads, SaaS Apps and Endpoints. Alerts can be of the following types:

For more information, see Alerts.

Edit customer details

To edit customer details:

  1. On the Customers listing page, select a customer that you want to edit and click More Options.png > Edit.
  2. In the Edit Customer dialog box, edit the required information and click Save.

Edit_Customer_MSP.png

Alternatively, you can also edit the customer details from the Customers page > Account details > Alternate edit.png

Edit_Customer_details.png

Delete a customer account

You can delete stale instances of the customer who no longer has an association with the MSP and is not associated with any tenant or product.

To delete a customer:

  1. On the Customers listing page, select a customer you want to delete and click  More Options.png  > Delete.
  2. In the delete confirmation dialog box, select Yes, Delete.

Note: You cannot delete a customer that has a product associated with it.

Filter customers list

You can narrow the list and view required customers by using the filter option and specifying the Products, Service Plans, Storage Regions, Tenant Type, and Tenant Admin parameters.

To filer the customer list:

  1. On the Customers listing page,  click Filter.png icon.

  2. Provide the required parameters and click Apply to apply the filters. You can filter the list of service plans by specifying the Products, Editions, and Workloads parameters.

  3. Click Reset if you wish to make any changes to your filter parameter selection.

Filters .png

Search for a customer

You can use the search option to narrow down the search and view required customer details.

To find and view customer details:

  1. On the Customers listing page, enter the customer name in the Customer Name search box.
  2. Press Enter to view specific details of a customer.

Sandbox customer

A Sandbox customer is a default customer, created along with a Default Service Plan. Managed Service Partners can use the sandbox customer for internal demonstrations and training.


Editing Sandbox customer details
You can edit only the following details of a sandbox customer:

  • Service Plan
  • Add any missing product license. For example, for the MSP instance, if you have enabled Hybrid Workloads at the beginning and Microsoft 365 later, then you can also add Microsoft 365 product license to Sandbox customer later.
  • Quota, quota effective date, and end date.
  • Storage region - You can only add a storage region to the product/tenant, but cannot remove it.
  • User count and preserved user count 

You cannot:

  • Delete a sandbox customer.
  • Delete, suspend, activate the products or edit the tenant type of the product associated with the sandbox customer.
     

Export customer details

To export the customer listing page details to a CSV format:

  1. On the Customers page, click the Export to CSV button.

  2. On the Select Exportable columns window, select the required column you want to export and click Export to CSV.

Use the Select All option to export all customer details simultaneously.

Customize table columns

MSC portal enables you to customize the table layout of the Customers listing page to display the required information. You can show and hide the columns and resize a column in the table.

  • To show and hide the columns:
    1. On the Customers listing page, click the --icon.png  icon.
    2. On the Edit Columns window, select the column name you want to add and deselect the column name you want to hide.

Note: The Name, Product, and Service Plan columns are default columns, and cannot be edited.

  • To resize a column in the table on the Customers listing page, drag the column border to the desired location to display the required information.

Here is a glimpse of these features:

Customers_Camstasia.gif