Add a New Customer
Overview
While you have the option of retaining all your clients under the 'Default Customer', you may find it more manageable to segregate your customers. - especially since you can allocate storage space and configure other settings on a 'customer-wise' basis. Also, you can allow various Resellers' to create their own Customers and organize the clients.
A customer can have multiple PCs, desktops/laptops/servers (clients) which need to be backed up. You need to add the customer to the reseller first before adding the clients under the customer. Clients can easily be shifted from one customer to another.
Customer InformationAt the bare minimum, you need to give the customer a name and an Email address. Other customer information like Address, City, Phone, Fax and Notes is primarily to help you keep the records organized.
Basic Configuration
Backup Location : The storage location for the backup data for this customer. Restrict Usage Space To : Total space allocated for all the clients under this customer.
Space Utilization Snapshot for Reseller:
Disk space allotted for the Reseller - Total disk space allotted for the reseller. Total Backup Space allotted to customer(s) - The sum of the disk space allotted to different customers under this reseller. Free Backup Space available - Free space available in the reseller which is not allocated to any customer i.e., it is the difference between total backup space in the reseller and the total backup space allotted to customers.
The link “Edit Disk Space Allocated for Server/Reseller/Customer/Client” takes the user to Settings -> Disk Space & Client Management. This lists the resellers, customers, their clients and their backup schedules with their MCAL and Space details. The space settings can be edited here. Automatically add clients when they connect to the server [Enable/Disable] - If you want the clients under this customer to backup without adding the client names ( IDs) manually in the server, then keep the Auto Authorization enabled for this customer. The Clients will be automatically created in the server when the clients backup to this server for the first time. Clients will be by default added under Default Customer. Email Reports (Enable/Disable) - You can enable Email Reports for particular Reseller/Customer to receive email reports of backup/restore/delete/replication modules of the clients present under this particular Reseller/Customer to the email address given in the 'Email' option.
Web Access [Enable/Disable] - You can enable web access to your Customer by which the Customer can log into the server web console and manage the backups from their clients.
User Name: The user name with which the Customer can log into this server's web console. Password: The password to be used to login to the server's web console. Confirm Password: This field is used to confirm that the password is entered correctly in the password field.
Advanced Configuration
Do you wish to restrict this customer to use fixed number of MCALs ?: By enabling the Automatic allocation option, server automatically allots MCALs required for this customer. This is the recommended modus operandi! However, if you wish, you can restrict the number of MCALs to be allotted for the customer. If/when this limit is reached no more backups will be permitted till you manually increase the MCALs for this customer.
MCALs Utilization Snapshot for Reseller:
Activated [Yes/No]: Only clients from 'active' Customers are allowed to backup to the server. By default all customers start off 'Activated'. If you prefer to start this customer in a deactivated state, you can do so. Of course, you can prevent a customer (and hence all the clients under the customer) from backing up to the server by simply deactivating the customer at any time. Maximum client limit: Using this option you can limit the number of clients that can be added under this customer. Set bandwidth throttling specifically for this customer: 's Bandwidth Throttling feature provides a way to limit the bandwidth usage for a backup schedule. Bandwidth Throttling can be configured at the backup server, reseller, customer and client levels. Once applied, the settings will be applicable to each backup schedule under this Customer.
If the option No [Use Reseller's or Server's global bandwidth throttling configuration] is selected, then the bandwidth throttling for the Customer will be set as per the Reseller's configuration. If there is no specific setting for the Reseller, then the Customer uses the backup server's configuration. - If the option Yes is selected, then you can setup bandwidth throttling specific to this Customer by entering the following details:
Enable bandwidth throttling for this customer - Choose to enable or disable bandwidth throttling. Throttle bandwidth always - Choose this option to enable bandwidth throttling throughout the day. Throttle bandwidth from - Choose this option to enable bandwidth throttling only during the specified hours of the day. Disable Bandwidth Throttling during Weekend - Choose this option to disable bandwidth throttling during weekend (Saturdays and Sundays). However, bandwidth throttling will be active on all the other days. Throttle each backup to maximum of - The rate to which bandwidth should be throttled.
Send a consolidated report across all clients: You can choose to send a ‘Consolidated Customer Report’ of all clients under this customer. Specify the Email ID of the recipient(s) and the frequency of generation of the consolidated customer report (Daily/Weekly/Monthly).
Save Button - After configuring the options specified above, click on the "Save" button to save the configuration. Once the customer settings has been saved, a confirm alert message will be displayed to send the account details to the customer in an Email. Click "OK" if you would like to view and send the Email. This confirmation alert will be displayed, only if you have enabled Email feature in the 'Settings->Email Settings' page.
Troubleshooting Tips
Limitations
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