Guide to Getting Started with Arrow Cloud Backup for Microsoft 365 in the Revirt365 Portal As a Customer
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Guide to getting started with Arrow Cloud Backup for Microsoft 365 in the ReVirt365 portal as a customer Version 2.0 Welcome to our step-by-step guide to getting started on the ReVirt365 portal as a customer with Arrow Cloud Backup for Microsoft 365! Please keep the following important points in mind: 1. In order to use this portal, you have to have a Microsoft user account already as well as an invitation email with an URL. 2. Please note that your initial login page looks the same for everyone, regardless if you are a reseller or an end-customer. 3. Regarding 2FA: The authentication process for the portal mirrors the one in your company policy in Microsoft, which means that if your company policy requires 2FA, so will the portal. 4. The portal has 2 levels: Resellers and end-customers. 5. Settings, rights and views will vary according to whether you are a reseller or an end-customer. How you get started as a customer How to get started 1. Follow the URL from your invitation email and the instructions that follow. 2. If this is your first login, please accept the terms as you go along. This will take you to your backup management portal which offers overviews of your available licenses as well as backup jobs. More about the overview In the middle of the frontpage, you see 3 tabs: “Customer”, “Items” and “Log”. Each tab will provide you with valuable information. Please find more about the tabs below. 1. The tab called “Customer”: This tab offers you a view over your licenses. The licenses are divided into 4 categories: 1 year, 3 years, 5 years and 10 years retention period. To the right of the licenses, you see the amount of consumed data in each retention period. Just below there is a view of your configurated backup jobs. If you mark a backup job [the small square next to the jobname], you can manually start the job, delete the job or show which Microsoft 365 groups are included in the job. Please note that if you have chosen a job where the entire organisation is backed up, the button with “Show selected groups” won't appear. To the right of the backup job name, you see the backup type: Entire organisation or selected groups. Next to that, the frequency and time of when the job will start, as well as the chosen retention period. Next to that the log is shown. The log provides you with information as to whether your job was a success or completed with failures. The last column shows you when the job was last run, and when the next run will start. 2. The tab called “Items”: Items show you the account in your Microsoft 365 tenant. It provides you with the display name, account (email), type and probably the most important element: Is the user included in your currently configured backup job? 3. The tab called “Log”: The log offers you information as to whether your job was a success or with failures. Please note that the view will change depending of the chosen job on the frontpage. How you get started as a customer The left-hand column 1. Just below “Welcome”, the portal will show your company name. 2. The button called “Log”: Shows you a log with events and who initiated an event. Please use the dropdown menu on the right to apply filters. Its default setting is “Everything”. 3. The button called “Users”: Shows you users with access to the portal. Here you can add a new user to the portal. The user should be added with name and email. In case you want to deny/delete a user’s access, this is also where you do it. This won't have any influence on your backup jobs and which mailboxes are backed up. 4. The button called “Update Job list”: Updates the status of your current jobs added in the portal. 5. The button called “Update Items List”: Updates the tab with items. The items list shows every mailbox within the tenant and gives you a clear view of which mailboxes are backed up, and which aren’t. 6. The button called “Update consumed”: Updates your consumed licenses and gives you a view of how many licenses are left, before you'll have to buy new ones. 7. The button called “Set up backup job”: Please see below. More about the page “Set up backup job” 1. This is where the fun begins! When you choose this button, a new view appears. In here, you can see your currently configured backup jobs. If you haven’t set up any jobs yet, it's time to do this now. 2. Click on the button "Update group list". This will load all your groups from your Microsoft 365 tenant. If you haven’t already configured a ”Backup group", you should do this in your Microsoft 365 tenant on portal.office365.com. 3. Choose the group name you want to back up. Select ”Daily backup time" and choose which time during the day the backup should run. 4. "Backup job name”: Choose a name for your current backup. 5. Select retention period for the backup job by clicking select on either 1 year, 3 year, 5 year or 10 year. You will only be able to choose a retention period, if you have the correct licenses. 6. Click the green button "Add Backup job". A popup will appear and ask you to confirm the currently configured backup job. Click 'Yes'. Your backup job is now configured and should be visible in the 'Backup jobs list’. How you get started as a customer About managing your backup jobs How to manually start a backup job: 1. In the list where your configured backup jobs appear, tick the box to the left of the backup name. 2. When you have selected a backup job, you can click on either "Run selected job", "Delete selected job" or ”Show selected groups". • “Run selected job”: Starts your backup job right away. • “Delete selected job”: Deletes the selected job. Please be aware that if you choose to delete a backup job, all previously backed up data will also be deleted. • ''Show selected groups”: Shows the groups from your Microsoft 365 tenant that are included in your backup job..