Backup Radar helps you see hidden risks by giving you highly customizable tools to improve automation, reporting and oversight. We have a dedicated Success team eager to help you whether you're a brand new partner, new user to an established partner or simply looking for a refresher. Submit a support ticket to request hands-on help.
In this guide, we'll review the steps needed to get your Backup Radar account setup from scratch.
Step 1 - Log in!
If you are a Lifecycle Manager user and have existing ScalePad credentials, you'll be able to access Backup Radar with those, but if you're a new partner, you will have received an email with your credentials when you initially complete the sign-up process. Once you've successfully logged into the platform, you should create unique credentials for any other users that will be helping you with the setup process. This can be accomplished by navigating to the Settings > User Management tab on the left side navigation bar. If you're planning on using SSO, you may also wish to implement this now.
Step 2 - PSA Integration / Client Base Creation
If you are using an API-supported PSA, set it up now (the full list of supported PSAs can be found here). If you do not wish to integrate your PSA or if it's not on our supported list, you should take this opportunity to create your client list in Backup Radar, which can be accomplished at Manage Companies Add Company. In Backup Radar Companies are the list of your clients. Associating the backups with the appropriate company (see Step 4) allows you to link them to tickets in your PSA, run reports for specific clients, and even invite clients into restricted views within BR to see only their own backup results.
Step 3 - Add your backup apps
Next, you'll want to direct all your backup applications to report into Backup Radar. Visit here for a full list of the backup vendors we support.
If you're using one of our API-supported backup applications, you'll be able to complete those via Integrations Backup Integrations. The vast majority of our backup vendors however are supported via email parsing. While the process will differ depending on the application, the general approach will involve aiming the success and failure notifications/reports to your (see How to view your email mailbox in app).
If you have a backup application that isn't currently on the API or email parsing list, we want to hear about it! Submit a support ticket, and they will be able to help identify what steps will need to be taken to have it added to our list.
Step 4 - Activation
Once all your backup applications have been successfully set to report to Backup Radar and said backup job completes, you will find them populating on the Activate Backups page (please note: it is common for backups to take up to and beyond a day to report in for the first time depending on their schedules). The next step is activating your backups in Backup Radar, which consists of identifying which of your clients the job belongs to and how you'll monitor it. This is the 'heavy lifting' part of the setup and can often benefit from the help of our dedicated Partner Experience Managers, but the principals and steps are laid out in the following articles:
Step 5 & Beyond
At this point, the Backup Radar experience is less linear and more dependent on your goal. Some of the features you should look into are:
- Tenant Settings
- Automatic Ticketing Settings (if PSA integrated; otherwise, see How To Set Up Custom Email Notifications)
- Dashboards Overview
- Scheduled Reporting Setup
Please note this guide is meant to supplement the onboarding experience offered by the Success team. If at any point you encounter a roadblock or would like to discuss best practices, submit a support ticket, and we'll be happy to schedule a meeting to help!