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Druva Documentation

Get Started with the MSP portal

Phoenix Editions: File:/tick.png Business File:/cross.png Enterprise File:/tick.png Elite

This is an Early Availability draft of the documentation. This documentation is not final and it will get updated until the General Availability of the feature.   

After onboarding a service provider to the MSP portal, the service provider's administrator can configure the MSP portal according to their business requirements.

To make the MSP portal ready with service plans and customers, the service provider administrator can perform the following tasks:

Step 1: Log in to the MSP portal.

Step 2: Create service plans.

Step 3: Add customers.

Step 4: View the report.

Log in to the MSP portal

Logging into the MSP portal requires two-factor authentication. You need to specify the email address, password, and verification OTP to successfully log into the portal. 

The account details are available in the activation email that Druva sends to the MSP administrators. Similarly, the verification OTP is sent to the registered email address. 

For every new administrator, the MSP portal sends the activation email message to the registered email address.

Notes

  • Only MSP administrators can log in to the MSP Management Console.

  • One administrator should be active in the MSP Management Console, wherein the secondary administrator can reset account passwords in case the primary administrator's account gets locked out.

 Procedure

  1. Open a browser, and access the MSP portal URL.
  2. Enter the email address and click Next.

    MSP Portal Login
  3. Enter the password and click Submit.

    MSP Portal Password Dialog
    After verifying the specified email and password, the MSP portal sends the verification OTP to the specified email address.

    MSP Portal Verification Code

  4. Copy the verification OTP from the email message and paste it into the text field.

    MSP Portal OTP
     

    Note: Click in the first text box and paste the OTP. The entire OTP is pasted in the respective boxes. 

  5. Click Verify to complete the verification and log into the portal.

Create a new service plan 

In the MSP portal, you can create multiple service plans with different combinations of editions, usage reports, and workloads.

Procedure

  1. Log in to the MSP portal.
  2. On the main toolbar of the MSP portal, click Service Plans.
  3. On the Service Plans page, click Add Service Plan.

    Service Plans page
  4. In the Add Service Plan dialog box, enter or select appropriate values in all fields.

    Add Service Plan
    Fields Description
    Service Plan Name

    The name of the service plan.

    Note: You cannot change the service plan name later.

    Phoenix Edition

    The edition of the service plan.

    The supported editions are Business, Elite, and Enterprise.

    Usage Report

    The frequency to view the usage report.

    The supported frequencies are Monthly, Quarterly, Half Yearly, and Yearly.

    Compliance Settings
    Workloads

    The backup workloads allowed with the service plan.

    The supported workloads are File servers, MS-SQL, NAS, Oracle, and VMware.

  5. After specifying the appropriate values in all required fields, click Save.
    The new service plan is added to the Service Plans page.

Add a customer

In the MSP portal, you can add customers and configure a service plan for them. Along with the service plan, you can also configure the credit quota, the effective start and end date of the quota, and the license expiry date.

Procedure

  1. On the main toolbar of the MSP portal, click Customers.

  2. On the Customers page, click Add Customer.

    Add Customer

  3. On the Add Customer page, specify appropriate values in the fields.
    Customer_Add.png
    Field Description
    Account Details
    Account Name The name of the customer account.
    Address The address of the customer.
    Phone Number The phone number of the customer.
    Organization Name The name of the organization.

    Tenant Admin

    The customer administrator who will manage the customer account.

    The administrator with the Tenant Administrator role appears in the field.You can assign multiple tenant administrators to a single customer account.

    For more information about roles and permission, see Role based Access Control.
    Service Details
    Service Plan The service plan that the customer has subscribed to.
    Tenant Type The customer tenant type.
    Storage Region The region selected for the data storage.
    Credit Quota The credit quota to be allocated to the customer.
    Quota Effective Date The date from when the credit quota is applicable.
    Quota End Date The end date when the credit quota expires.
    License Expiry Date The date of license expiry.
  4.  After specifying the appropriate values in all required fields, click Save.
    The new customer is added to the Customers page.

View the report

The Managed Service Providers portal provides the Global Usage report to view the summary of total credit consumption and credit consumption itemized for each customer.

Global Usage Report

On the Reports page, you can click the Global Usage report to view the credit usage summary.

Procedure

  1. Log in to the MSP portal.
  2. Click the Reports tab.
    The Reports page appears with the Global Usage report.

    Reports page
  3. In the Report Name column, click the report name.
    The Global Usage report page options with the date and edition filters.

    Global Usage Report Filters
  4. Click date fields and select the date range to view the details.
  5. Click the Select Edition drop-down list and select Business or Enterprise edition.
    The Global Usage report is rendered for the business edition and displays the credit consumption summary information.

Log out from the MSP portal

To log out from the MSP portal, click the user profile icon at the upper-right corner of the MSP portal interface and click the Sign out button.

Sign out from the MSP portal

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