Companies

Companies are the main entity to manage using Managed Backup, which contains all necessary attributes for efficient backup and restore management.

This chapter covers the following topics:

Create a New Company

To create a new company, proceed as follows:

  1. Open the Management Console.
  2. In the Organization menu, select Companies.
  3. Click Add Company.
  4. In the side panel, specify the company name, then click Create.

  1. Once the company is created, proceed to the company settings on the side panel.
  2. On the General tab, specify the storage limit for the company if needed and select if you want to use this company as default.

The default company is used for assigning new users. Once a new user is created, it is assigned to the company set as default

  1. Switch to the Allowed Editions tab. On this tab, specify allowed Backup Agent edition options for the company.

Allowed Editions is a feature introduced version 4.7 of Management Console that allows restricting editions in a Backup Agent. Available editions of Backup Agent are calculated automatically. A Backup Agent receives the allowed edition list and displays them.

The following options are available:

  • All editions allowed. Select this option to enable all available Backup Agent editions for company users
  • Only editions allowed by licenses. Select this option to enable only those editions that can be installed according to your current license pool
  • Only specific editions allowed. Select this option to specify editions allowed for company users, then specify them by selecting appropriate check boxes at the bottom of the option
  • Default edition. Select a Backup Agent edition that will be installed for new Backup Agent instances. This field is mandatory if the All Editions Allowed option is selected.
  1. Switch to the License Settings tab, then specify the licensing policy for the company.

The following options are available:

  • Global Pool. Select this option to assign licenses from the global pool to company users
  • Custom. Apply separate license settings for company users
  • Company Pool. Select this option to apply licenses for company users from the company pool only.
  1. Switch to Backup Destinations tab.

  1. Click Add Backup Destination, then select one or more backup storage for the company.

To add a new backup destination, refer to the Manage Storage Accounts chapter

11. Switch to the Backup Notifications tab.

On this tab, specify the notification policy for your backup plans for the company. The following options are available:

  • Use Global Options. Select this option to apply global notification settings for the company
  • Use Custom Options. Select this option to configure specific notification settings for the company. Once the option is selected the custom settings are available. Specify them for each separate backup plan result:
    • Success. Specify email addresses for notification to be sent if a backup plan is completed successfully
    • Warning. Specify email addresses for notification to be sent if a backup plan is completed with warnings
    • Failure. Specify email addresses for notification to be sent if a backup plan terminates with errors.

Note that you must have the Allow users to receive notification emails option enabled in the global notification settings. To learn more, refer to the Notifications chapter

  1. Switch to Restore Notifications tab.

On this tab, specify the notification policy for your restore plans for the company. The following options are available:

  • Use Global Options. Select this option to apply global notification settings for the company
  • Use Custom Options. Select this option to configure specific notification settings for the company. Once the option is selected the custom settings are available. Specify them for each separate restore plan result:
    • Success. Specify email addresses for notification to be sent if a restore plan is completed successfully
    • Warning. Specify email addresses for notification to be sent if a restore plan is completed with warnings
    • Failure. Specify email addresses for notification to be sent if a restore plan terminates with errors.

Note that you must have the Allow users to receive notification emails option enabled in the global notification settings. To learn more, refer to the Notifications chapter

  1. Switch to the RMM Notifications tab.

On this tab, configure options to send RMM email notifications upon issues and failures on remote computers. This feature requires an additional license. Users granted with an RMM + Remote Desktop license can use this functionality. The following options are available:

  • Use Global Options. Select this option to apply global notification settings for the company
  • Use Custom Options. Select this option to configure specific notification settings for the company. Once the option is selected the specified alerts will be sent to the specified recipients to report a problem or failure. Refer to RMM Notifications for details on available alerts.
  1. Switch to Agent Options tab.

On this tab, configure options that will be available in Backup Agent instances for users assigned to the company. The following options are available:

  • Use Global Options. Select this option to apply global Backup Agent settings for the company
  • Use Custom Options. Select this option to configure specific Backup Agent settings for the company. Once this option is selected, the custom settings are available. Configure them as needed as described below.

The following custom options can be selected for the company users:

  • Enable Backup Agent UI. Select this check box if you intend the company users to have an access to Backup Agent UI and will be able to change settings allowed for modification
  • Enable Local Backup. Select this check box to allow company users to back up to local destinations
  • Enable ability to delete files from the Storage tab. Select this check box to allow users to manage their backup contents on the Backup storage tab of the Backup Agent
  • Enable pre/post actions. Select this check box to allow users to configure actions or to add scripts that can be executed before and after backup plans
  • Encryption / Compression:
    • Show Filename Encryption option. Select this check box to allow users to configure their encryption and compression settings
    • Show Encryption option. Select this check box to allow users to configure their encryption settings in Backup Agent
    • Show Compression option. Select this check box to allow users to configure their encryption settings in Backup Agent
    • Use Compression by default. Select this check box to apply compression for all backup plans for this company
  • VSS:
    • Show VSS option in a backup agent. Select this check box to allow users to configure their VSS snapshot settings in their Backup Agent
    • Use VSS by default. Select this check box to apply VSS usage for all allowed backup plans for the company
  • Remote Access
    • Allow Remote Access to computer. Select this check box to enable remote access to user computers using Remote Desktop
    • Allow to add Remote Desktop to Recovery Disk. Select this check box to include Remote Desktop installer in the recovery disk for disaster cases
  • Backup/Restore:
    • Enable backup plan edit. Select this check box to allow users to configure their backup plans themselves
    • Enable restore plan edit. Select this check box to allow users to configure their backup plans themselves
    • Show Restore to EC2 option. Select this option to allow users to restore their image-based backup to Amazon EC2 instances
    • Show Restore to Azure VM option. Select this option to allow users to restore their image-based backup to Azure VM instances
  • RMM Settings
    • Allow Remote Management. Select this option to allow licensed users to [monitor]((/remote-management/rmm-service/monitoring) or manage user computers where the RMM Agent is installed remotely. This enable RMM alerting services as configured in Settings > Notifications. This feature requires licensing.
    • Allow PowerShell Execution. Select this check box to allow licensed users to execute PowerShell commands on user computers remotely.
  • Authentication:
    • Show login/password authentication option. Select this check box to allow users to authenticate using their login/password combination
    • Show Windows authentication (AD Bridge). Select this check box to allow users to authenticate via AD Bridge
    • Show Windows authentication (AD direct mode). Select this check box to allow users to authenticate using Windows authentication
    • Specify a default authentication type. To do this, in the Default Authentication drop-down menu select the required authentication type
    • Enable Sign up form to end-users in your rebranded client backup application. Select this option to display signup for in Backup Agent
  • Amazon S3. Specify a default storage class (applies to Amazon S3 backup storage only). To learn more about Amazon S3 storage classes, refer to the Amazon S3 Storage Classes chapter.
    • Show storage class options. Select this check box to allow users to select the S3 storage class themselves
    • Show Amazon S3 Transfer Acceleration option. Select this check box to allow users to configure S3 transfer acceleration themselves. To learn more, refer to the Amazon S3 Transfer Acceleration chapter at docs.aws.amazon.com
    • Use Amazon S3 Transfer Acceleration by default. Select this check box to force Amazon S3 transfer acceleration for all company users
    • Show SSE option. Select this check box to allow users to configure the Server Side Encryption feature themselves
    • Use SSE by default. Select this check box to force Server Side Encryption usage for all company users
  1. Once you are done with all settings, click Save

To Edit Company

To edit the company, proceed as follows:

  1. In the Organization menu, select Companies
  2. In the table, find the company you want to edit, then click Edit
  3. On the side panel edit company options as described in the Create New Company paragraph.

To Delete Company

Note that only the main administrator has privileges to delete companies. Sub-administrator privileges are not sufficient for this action

To delete the company, proceed as follows:

  1. In the Organization menu, select Companies.
  2. In the table, find the company you want to edit, then click Edit
  3. Click Delete at the bottom of the side panel. Confirm the deletion.

All users assigned to the deleted company will be released and will be unassigned. All backup/restore plans with the company storage destination selected will fail but remain undeleted.