Hosted Backup (Mozy): Provisioning a new Customer

  1. Read order attachment from email.
    Example:
    order sample
    NOTE: “1 GB Storage Server” doesn’t mean it’s server storage. If “Cloud Server License” is in the order, then you have to activate the server storage. See in future step.
  2. Login to the Mozy portal.
  3. Buy more resources (1 = 20 GB).
    1. Click “Change Plan” on the left hand menu, under”¬†Quick Links”.
      change plan menu link
    2. In the “Change Plan” area, take the number of GB you need for the order and divide by 20. Take that number, round up to the next whole number if needed and added it to the number show in the “Addo-ons” box. In this example we will change the number by 1 from 866 to 871. If the request was 30, we would have to add two to that, giving use 40 GB.
      change plan
    3. Click the “Submit” button.
    4. On the next screen, click the “Continue” button.
  4. Add a new group with storage.
    1. Click the “User Group List” link on the left side under “Quick Links”.
      user group list link
    2. Click the “Add Group” button.
      add group button
    3. Enter the company name into the “Name” field. In this example it’s “Example Inc.”
      add group 1
    4. Change the “Storage Type” to “Assigned”.
      add group 2
    5. Enter the amount of storage into the “Assigned” field. (We would put 20 in there for this example)
      add group 4
    6. Check the “Enable Sync” check box.
      mozy_add_group_enable_sync
    7. If the order require a server license, then check the box for “Server Support”.
      add group 5
    8. Click Save.
      add group 6
  5. Add an admin.
    1. Click “Add New Admin” on the left side under “Admins”.
      add admin link
    2. Enter the customer’s name in the “Name” field. In this example it’s “Mister Guy”.
      add admin 1
    3. Enter the customer email in the “Email” field. In this example it’s “mguy@example.com”
      add admin 2
    4. Check the check box next to the company name. In this example it’s “Example Inc.”
      add admin 3
    5. Check the ¬†check box next to “Customer Admin” in the “Roles” area.
      add admin 4
    6. Click “Save Changes”.
      add admin 5
  6. Allocate unused storage to the ‘Default Group’.
    1. Click the “Resource Summary” on the left side under “Quick Links”
      allocate default 1
    2. If “Available” is more than 0, then follow the rest, if not, skip the rest of this step.
      allocate default 2
    3. Click the “Edit” button on the right side of the row that has “(default user group)”.
      allocate default 3
    4. Add the number in “Available” from the top to the number in the “Assigned” field.
      allocate default 4
    5. If the number is more than 20, remove 20 from the number in this field.
    6. Click the “Save” button.
      allocate default 5
    7. If you removed twenty, continue on to step 7, if not, continue on to step 8.
  7. Return storage back to Mozy.
    1. Click “Change Plan” on the left side under “Quick Links”.
      change plan menu link
    2. In the “Add-ons” field, subtract the number of GB left over by 20 (Should be a whole number).
      change plan
    3. Click the “Submit” button.
    4. Click the “Continue” button on the next screen.
  8. Getting the Account ID for ‘Welcome Email’ and Singularity task.
    1. Click “User Group List” on the left side under “Quick Tasks”
      user group list link
    2. Navigate to the newly created group. In this example, it’s “Example Inc.”.
    3. Click the “Edit” icon on the right side of the row.
      get account id 1
    4. Click the “Pop Out” icon on the right side of box.
      get account id 2
    5. Get the numbers at the end of the web address.
      get account id 3
  9. Send welcome email.
  10. Close Singularity task.

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