Edit Customer in Server
Overview
From this page, you can edit the customer information and settings you provided while adding the customer to your server. You can edit the following information and settings about the customer. Once you click the Update button the new values will override all the old values.
How to get here in the Web Console?
 In the top menu, select: "Server Admin->Reseller Management->List of Resellers " and click on the " Reseller Name". Now you will see the list of customers under the reseller. Click on the "Edit Customer" icon in the action column of this customer row.
Customer Pass Key - Users can use this Passkey to register their client machines under this Customer account from the client machine web console before the client machines can start backing up to the backup server.
Edit Personal Information
Customer Name - A non-editable field displaying the name of this Customer.
Email, Address, City - These are all editable fields and you can edit all these details, which you have provided while adding the customer.
Phone, Fax and Notes - Phone number, Fax and Notes provided while adding this customer, can be edited if there is a change.
Basic Configuration
Backup Location - The storage location for the backup data for this customer. Used Space - Total space occupied by the backup data in the given location. 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 customers - The sum of the disk space allotted to the 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. Note that if you disable Auto Authorization for a customer (say, ABC Inc.) and if ABC Inc. has 5 MCALs allocated to it, then you can allow clients from ABC Inc. to backup until the 5 MCALs are used. The Clients will be automatically created in the server when the clients backup to this server for the first time. Note that only clients tagged with the customer name ABC Inc. (entered during installation) will be allowed to backup to this server under the customer ABC Inc. Clients without a valid customer name would come under the Default Reseller's Default Customer. Email Reports (Enable/Disable) - You can enable Email Reports for particular Customer to receive email reports of backup/restore/delete/replication modules of the clients present under this particular Customer to the email address given in the 'Email' option. Receive Backup Status Email Reports (Enable/Disable) - You can enable Backup Status Email Reports for the Customer account. When it is enabled, the Customer will receive a status report of the backups from all the clients present under the particular Customer to the email address specified in the Customer account. The Customer will receive this email report only if Client backup status email report is enabled. This email report would be generated based on the filter options set in the Client backup status email report. Web Portal Access[Enable/Disable] : You can enable web-portal access to your customer by which the customer can log into the web console of the backup server and manage the backups of the client machines listed under that customer. If you would like to enable the web access for the customer, then you need to specify a user name and a password which the customer will use to log into the backup server web console.
User Name : The user name that the customer will use to log into the backup server web console to manage the backups of that customer. Password : The password that the customer will use to log into the backup server web console to manage the backups of that customer. Confirm Password : This field is used to confirm that the password is entered correctly in the password field.
Advanced Configuration
- MCALs Allotted - Auto/Number of MCALs allotted while adding the Customer. This field can be edited for the Customers other than the 'Default Customer'.
MCALs Utilization Snapshot for Reseller:
Activated [Yes/No] - Only activated Customers' clients 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.
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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).[Disabled : If Global configuration is enabled in settings->consolidated customer report page].
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.
To assign/modify an invoice to this Customer please click here - Use this option to configure Invoice settings for the Customer. You will be redirected to another page to configure invoice settings. Before clicking this link, ensure that you have saved the changes made in the current page.
Troubleshooting Tips
Limitations
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