StorageCraft Distributor Quick Start

This quick start describes the process used by StorageCraft Distributors, including Master MSPs, to manage their relationships with MSPs. It also describes the relationship between Distributors and StorageCraft.

The quick start contains the following main sections:

  • Overview
  • Legal agreements
  • Using the Portal
  • Process diagram
  • Distributor Signup and on-boarding
  • Creating an MSP account
  • Configuring an MSP account for an MSP WITHOUT Portal Access
  • Configuring an account for an MSP WITH Portal Access
  • Reports and Invoices

Overview

StorageCraft Distributors, depending on their agreement with StorageCraft, may distribute StorageCraft software products and Cloud Services to MSP/Resellers in their respective territories.

In this document:

  • Distributor” refers to all Distributors, including Master MSPs, who have entered into an agreement with StorageCraft permitting them to distribute StorageCraft software products and/or Cloud Services (collectively “StorageCraft Products”) to other distributors, Master MSPs, resellers and/or MSPs in a certain territory.    
  • MSP” means “managed service provider,” which is a person or entity that provides managed IT services to customers and which enters into an agreement with a Distributor permitting them to use MSP Software (as defined in the StorageCraft EULA).

Legal Agreements

Each Distributor has an agreement with StorageCraft that governs its distribution of StorageCraft Products.  A Distributor may also have agreements directly with MSPs. MSPs in turn provide backup and restore services for their customers. MSPs who are provided direct access to the MSP portion of the StorageCraft Portal, or who also use Cloud Services, must agree to additional terms and conditions with StorageCraft during the signup process.

Using the Portal

There are two possible methods for the provisioning of Product Keys from the Portal.

  • A Distributor may provision Product Keys in the Portal and provide them to their MSPs.
  • If a Distributor’s agreement permits, a Distributor may also use the Portal to invite an MSP to use the Portal as a sub-account to the Distributor. Once the account is created, the MSP is assigned to the Distributor’s region and can login to the Portal and manage licenses and, if permitted under the Distributor’s agreement with StorageCraft, provision Cloud Services. A Distributor with this ability, may simultaneously allow some MSPs to directly access the Portal and not allow others.     

Figure 1 - Process diagram

Process Overview

Distributor Signup and On-boarding

  • StorageCraft creates a Portal login for the Distributor (see Figure 2 – Creating Portal login).
  • StorageCraft account manager provides Portal training for the Distributor.

Creating an MSP account

Distributors may create MSP accounts in two different ways. Clicking the New MSP button creates an account where the MSP doesn’t have direct access to the Portal. Clicking the Invite button creates an account where the MSP does have direct access to the Portal.

Figure 2 – Creating a Portal login

 

Configuring an MSP account for an MSP WITHOUT Portal Access

  • Click New MSP to create an MSP that doesn’t have direct access to the Portal.

    Figure 3 – New MSP

     

  • The Distributor enters MSP information in the Portal, including name, city, state, country, postal (zip) code.
  • The Distributor manages Product Keys for MSPs. MSPs don’t have direct access to the Portal.    

Configuring an account for an MSP customer

  1. In the Portal, click the Key Management tab.
  2. In the Accounts/Sites panel, click Add Account. This displays the New Account Detail panel.
  3. In the New Account Detail panel, type the name of the account you want to add.
  4. In the Address and Notes fields (optional) add information as it will appear in the portal, then click Save.

    Account Name

    The name of the client account you want to add. Enter it as you want it to appear in the Portal.

    Address

    (Optional) The client address.

    Notes

    (Optional) Any descriptive information that you want to associate with this client account. For example, primary contact information, account number.

Configuring a Site under an account for an MSP Customer

  1. In the Portal, select Key Management.
  2. In the Accounts/Sites panel, Click Add Site.
  3. In the New Site Detail panel, complete the empty fields and select the account associated with the new sites.

    Site Name

    The name of the client site, as you want it to appear in the Portal.

    Account

    Select the account associated with the site.

    Address

    (Optional) The site address.

    Notes

    (Optional) Any descriptive information that you want to associate with this client site. For example, contact information, groups located at this site.

Note: Once created, you can select an existing Site to modify its current values. You can change the account associated with the site by selecting a different account in the New Site Detail panel.


Sourcing Product Keys

A “Product Key” is a unique identifier associated with each seat of StorageCraft software that is required to activate such seat and which StorageCraft uses to determine the number of active licenses of software.  To source a Product Key, Distributor follows the steps below.

Figure 4 – Sourcing Product Keys

To source a new Product Key

  1. In the Portal (in the Actions section on the left), select Key Management.
  2. In the Accounts/Sites panel, select (or create) the Account/Site where you want to add a Product Key.
  3. In the Account Detail panel, select the product tab (e.g. ShadowProtect) you want. 
  4. Click Add Key(s) in the Account Detail panel. This displays the Add Key(s) dialog box.
  5. In the Add Key(s) dialog window, select the Product Type, Quantity (Qty.), and Account/Site, then click Add Key(s) at the bottom of the Add Key(s) dialog box.

    Product Type

    The type of Product Key to source. Options include the following: 
    ShadowProtect for Managed Service Providers: Source a ShadowProtect Product Key. This Product Key can activate any ShadowProtect edition (Server, SBS, Desktop, or Virtual Machine). 
    StorageCraft ImageManager: Generate a Product Key that contains ImageManager job licenses. Each Product Key can contain up to 150 jobs for each of the following: 

    • intelligentFTP
    • ShadowStream
    • HeadStart Restore

    ShadowProtect Granular Recovery for Exchange (GRE): Source a Product Key that contains a GRE license for a specified Microsoft Exchange server. (Quantity doesn't apply to GRE.) Supply the following information:

    • Exchange Server Name.
    • Exchange Server Version.

    Quantity

    The number of Product Keys (up to 10) to source.

    Account/Site

    The Account/Site container associated with these Product Keys. By default, the Portal populates this field with the Account/Site selected in Step 2.


Managing Product Keys

After activating products Distributor can use the integrated Key Management interface in the Portal to manage Product Keys.

Figure 5 – Managing Product Keys

 

To Manage a Product Key

  1. In the Portal, click Key Management.
  2. In the Accounts/Sites panel select an account.
  3. Select the site you want to manage from the Accounts tree.
  4. In the Site panel, select one of the product tabs (ShadowProtect, StorageCraft ImageManager, ShadowProtect Granular Recovery for Exchange, etc.).
    The Product Key Details panel displays a list of keys for the selected product.
  5. Click on any of the keys in the list to display the Activation Details for that key. 
  6. Modify the Product Key status as needed. The Portal makes the changes the next time the product "calls home".

Depending on the Product Key type, you can do the following:

Change the Account/Site association: (Available for any license type) You can associate a Product Key with a different Account or Site by selecting it from the drop-down list.

Deactivate an SP-MSP key: Click Deactivate to disable an SP-MSP Product Key and stop it from being billed. SP-MSP finalizes the deactivation on the next call home. Once deactivated, StorageCraft no longer bills for the Product Key going forward.  A Product Key will be billed if it was active for more than 14 days in the billing period in which it was deactivated.

Important: Product Keys are billable if they are active more than 14 days per calendar month.

Reactivate a Deactivated SP-MSP key: Click Reactivate on a previously deactivated SP-MSP Product Key to bring it back on-line. StorageCraft resumes billing for the Product Key once reactivated.

The new Portal organizes Product Keys by account and Product Key as described below.

The Key Management panel displays the list of accounts and sites. Click the + on the left side of an account name to expand the list of sites for that account. Click any of the sites to display the Site Detail and Product Key Details for the selected site. The Site Detail panel displays tabs for the various products (ShadowProtect, ImageManager, etc.). Click any of the tabs to see the keys for the selected product. Click any Product Key to see the Activation details for the selected key. The activation details options are: OK, Critical, Deactivated/Deactivate, Deactivation requested – still active, and Reactivate this machine.

Figure 6 – Product Key Details

 

Configuring an account for an MSP WITH Portal Access

  • Click Invite to create an MSP that will have direct access to the Portal.

    Figure 7 – Invite an MSP

  • Distributor enters MSP information in the Portal, including email, name, company, city, state, country, zip code, and region or the local equivalent thereto.
  • StorageCraft sends a confirmation email to the MSP.
  • MSP completes additional information in the Portal (if applicable).

    Figure 8 – Completing the invitation.
    Completing an Invitation 

Figure 9 - Portal Setup

 

Figure 10 - Portal Terms of Service

 

Reports and Invoices

The StorageCraft Portal Reports page lets a Distributor and/or MSP monitor Product Key activation and billing details.

 

Activation Report

The Activation Report displays information about all Product Keys (activations and deactivations) assigned to a specific MSP.

Figure 11 – Activation Report

 

To generate an activation report

  1. In the Portal, click the Reports tab. This displays the Reports panel.
  2. In the Reports panel, click the Activation Report tab. This displays the Activation Report options.
  3. Select the Start and End date and which product types to include in the report.
  4. Click View Report.

    Start Date

    The start date of the date range to include in the report.

    End Date

    The end date of the date range to include in the report.

    Products to include

    Select the types of product keys to include in the report.

    Sort

    Specify how you want to sort the report output by clicking on the heading of the column you want to sort.

     

Important: To view the report in your browser, you must enable pop-ups for the Portal URL (msp.storagecraft.com).

 

Billing Detail Report

Figure 12 – Billing Detail Report

The Billing Detail Report displays billing information about all product keys assigned to a specific MSP:

To generate a billing detail report

  1. In the Portal, click the Reports tab. This displays the Reports panel.
  2. In the Reports panel, click Billing Detail Report. This displays the Billing Detail Report panel.
  3. In the Billing Detail Report panel, select the month that you want to view in the report, then click View Report.
 

Important: To view the report in your browser, you must enable pop-ups for the Portal URL (msp.storagecraft.com).

 

Saving a Report CSV File

Distributor can display both types of reports (Activation and Billing Detail) on-screen or download them as a "Comma Separated Values" (CSV) file by clicking Download as CSV file on the bottom right side of the report.

 

 

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