Welcome to Servosity! We're excited to be working together! If you've already been through a Kickoff Session this article will just be a reminder, but if you're brand new to Servosity Safe, these few steps will get you positioned to start backing up your clients to our Adamantium Vault, so that you can sleep easy.
Logging in
The first step is to setup your account in the Servosity Control Panel. You should have received an email from support@servosity.com with the subject "Welcome to Servosity" after completing the Partner Agreement. You can use the link in that email to create your password and get logged in. If it's been more than 12 hours since you received it, you can simply use the "Forgot Password" link on the sign-in page.
Once you're logged in, you'll be taken to the MFA setup page. Check out this guide if you need help to setup your MFA access. Once that's taken care of, click on the Servosity logo in the top left corner to be taken to the Partner Dashboard.
Creating Backup Accounts
Let's start by creating your first Company. Click on the green "Add Company" button to get started.
Type in the name of the Company you want to create backup accounts for, and make sure you check the "Servosity Safe" box, then click "Create Company".
Now the Partner Dashboard will show you a list of created companies. You can think of these as Organization Units, or folders to contain the backup accounts for each company. So to create those backup accounts you'll click on the company name. Once you're in the company you can click the green "Add Backup Account" button.
You'll see a list of the different backup account types. Click on the name for a guide explaining how to set up account type:
- DR Server - ShadowProtect SPX for Server OS, plus Servosity One for offsite backups
- DR Desktop - ShadowProtect SPX for Desktop OS, plus Servosity One for offsite backups
- Professional - Servosity One file backup for Servers
- Standard - Servosity One file backup for Desktops/Workstations/Laptops
- Microsoft 365 - Cloud to Cloud backup for Exchange, OneDrive, and SharePoint
Setting up our remote access
You'll notice the timeline above the list of accounts. This is where we'll track our teams progress for you as we get your backups configured and running. The first steps are installing our remote access tool, and creating our access credentials. You can download the tool by clicking on the link below the timeline. This is unique per company, so please download the correct installer off of the company page so that your servers don't get mixed up in our system.
After the remote access tool is installed, you'll need to create some credentials for us. We strongly recommend that you create a new user rather than giving us access to an existing one, so that access can be tracked separately. Either way, you'll start by selecting "Credentials and Keys" from the "Company" dropdown in the top left corner:
To access this page you'll need to put in your MFA code again, and it will timeout after 5 minutes, so keep your phone handy. The first thing to do is click the green "Create Credential" button in the top left corner, and then specify the device name. Please put in the actual computer name (or device name if it's a NAS), then provide the domain name (if there is one) and a username. You can use Servosity if you want it to be easy to remember, or something less obvious like Vikki. It doesn't matter at all, so long as you save it in this credentials page. Put anything else we should know about this system or credential in the Notes section, and then click Save.
When you save the credential, we will automatically generate a password for you. You can either click the "View" button and copy that password and set it as the password for the account you create, or if you prefer to create your own passwords, you can do so, and just click the "Edit" button, then replace our password with yours and click "Save". Either way, please make sure the password in the credential store will allow us to login.
The last important thing is that the user will need to be a member of the "Local Administrators" group on any system we are managing. That is the minimum user permissions that will allow us to access the ShadowProtect SPX application in case we need to troubleshoot or make changes.
If any of the systems we are managing is a Domain Controller, there is no "Local Administrators" group. In that case you can either make it a member of the "Domain Admins" group (in which case we can use that single account to access any system on the domain), or a member of the "Administrators" group, which means we'll have admin rights on the DC only with that account.
I know you must feel like you've been drinking from the firehose at this point, but don't worry, this will all be second nature in no time. As long as the backup accounts are created, our support team will know exactly what you need and we'll be there to help you every step of the way. If you're not overwhelmed yet, you can learn a lot more by visiting our FAQs section. If you need help with any of this, don't hesitate to email support@servosity.com or give us a call at 1-800-429-0500 and we'll be happy to assist you.
Welcome to Servosity!