Getting started with Backup Radar

Hello! Welcome to your getting started guide for Backup Radar. In this article, we'll navigate through the steps for getting your new Backup Radar account up and running at your own pace.

What you'll need:
• An active Backup Radar subscription.

Note: If you run into a roadblock, you can always reach out to your dedicated representative who can walk you through the setup process. If you're not sure who that is, contact our support team and they can help you out.

Step 1. Signing in

First thing's first: If you're a new Partner signing in for the first time, check your email inbox for a welcome email and follow the instructions to create a login and complete the sign-up process.

If you already have ScalePad credentials, you can use your existing credentials to log in to Backup Radar via app.scalepad.com.

Check out Signing in to Backup Radar for more details.

Step 2. Setting up your integrations

a. Adding your client list

First, you'll want to integrate your client list. This allows you to create a link between your backup results and tickets in your PSA, as well as do things like sort, filter, and run reports for backup results by company.

To integrate a supported PSA with your Backup Radar account, follow the steps in the relevant article below:
• Integrating with ConnectWise Manage
• Integrating with Datto Autotask
• Integrating with HaloITSM PSA
• Integrating with HaloPSA
• Integrating with Kaseya BMS
• Integrating with ServiceNow
• Integrating with Syncro MSP

Note: If you're not using one of the PSAs listed above, you can create your client list manually by logging into your Backup Radar account and navigating to Manage > Companies > Company List > Add Company.

b. Adding your Backup Applications via API Integration

Next, you'll want to integrate your supported backup applications through API integration so your backups are reporting in to Backup Radar.

Check out the relevant article within the following section for more details: Adding your Backup Applications via API Integration.

Note: If your backup application isn't listed at the above link, reach out to our awesome support team so we can look into adding an integration for your application. In the meantime, you can still integrate your application by skipping to c. Adding your Backup Applications via Email Parsing.

c. Adding your Backup Applications via Email Parsing

If your backup application isn't supported as an API integration (or if you'd like to set up an extra level of notifications), you can integrate your backup applications through redirecting backup result emails.

Check out the relevant article within the following section for more details: Adding your Backup Applications via Email Parsing.

Note: If your backup application isn't listed at the above link, you should still be able to integrate any report-generating application with Backup Radar by setting your report to send to your Backup Radar mailbox email address.

Step 3. Mapping clients to their backups

Once you've set up your integrations, your next step is to make sure your clients are assigned to their respective backups.

Check out Mapping clients to their backups for more details.

Step 4. Activating your backups

Now that you've mapped your clients to their associated backups, you'll want to activate your backups.

Backup Plans user? Check out Adding a Backup Plan for more details.

Legacy user? Check out Activating your backups for more details.

Step 5. Setting up ticketing

Once you've activated your backups, you'll want to set up your Ticket Profile. Ticket Profiles are your way of telling Backup Radar how to generate tickets.

Check out Setting up ticket profiles for more details.

Ticket Rules are your way of telling Backup Radar what you want to receive tickets about, when and how you want to receive those tickets, and what actions to take.

Backup Plans user? You already set up your Ticket Rules when you added your Backup Plan, so you can skip to the next step!

Legacy user? Check out Setting up ticket rules for more details.

Step 6. Building your dashboard

Now that you've set up your Backup Radar account, you can start monitoring data with your Dashboard.

Check out Creating a dashboard to dive into configuring the data within your Dashboard.

Check out Sharing a dashboard to share a live dashboard externally without the need for the viewer to log in to Backup Radar.

Step 7. Working with reports

And lastly, you may want to review and share your backup data with reports.

Check out Working with On Demand reports to learn about sharing backup data either internally (with your boss or colleagues) or externally (with your customers).

Check out Setting up scheduled reporting to enable automatic, scheduled sharing of your favorite reports.

And you're done! ✅

What's next?

We recommend that after 4-8 weeks' time, you review what you've learned about your backups and consider whether there's an opportunity to optimize your settings.

For example, depending on your needs you may want to increase or decrease your ticketing sensitivities, reconfigure your dashboard, or change the way you share your data.

✉️ Any questions? Reach out to our friendly, neighborhood support team by submitting a support ticket.

🎙️ Interested in attending a live Q&A session with our Product Adoption team? Sign up to attend Backup Radar Office Hours and get real-time answers to your questions.

📣 Feedback on this article? Let us know in the comments below!

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