Get started with your Code42 Managed Service Provider account

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Who is this article for?

CrashPlan for Small Business

Incydr, yes.

CrashPlan for Enterprise, yes.

Code42 for Enterprise, yes.

CrashPlan for Small Business, no.

This article applies to Code42 cloud environments.

Overview

After you have set up your Code42 Managed Service Provider account, learn how start onboarding your customers. This article provides resources to get you up and running with Code42.

Considerations

See Set up your Code42 Managed Service Provider account to set up your account.

Step 1: Add organizations

Organizations are a method for organizing users and applying shared settings. Create a separate organization for each customer. This configuration:

Ensures data privacy for your customers
Enables you to manage your customers separately
Streamlines your billing structure so you can easily determine what to charge each customer

For full instructions, see Add organizations for user management.

Shared organizations compromise data privacy
If you add users from different customers to the same organization, any user with administrator permissions can view, modify, and restore data for all other users in that shared organization, regardless of the user's customer affiliation.

Step 2: Add users

We recommend adding a user for each person in the organization. The Code42 console offers a few different ways to add users, giving you flexibility to quickly add one user or add multiple users at once. See Add users from the Code42 console for details.

Use unique email addresses and passwords
Each person using Code42 needs their own user account with a unique email address and password. Sharing a user account among multiple people is a large security and data privacy risk because any person using the shared account can download backed-up files from every device under that user account.

User roles

Code42 includes a pre-existing set of user roles or privileges that can be applied to user accounts. Learn more about how to manage user roles.

Step 3: Add devices

To protect all of your data, it's important to back up all your devices. First, ensure your devices meet our system requirements.

Download and install

After confirming your hardware and software meet our system requirements, add devices as follows:

Sign in to the Code42 console: https://www.crashplan.com/console.
Go to App Downloads.
Download and install the Code42 app. For detailed instructions, see Install the Code42 app.

Replace a device

When you get a new device, the Code42 app's replace device feature helps you transfer files to the new computer and continue backing up where you left off. See Replace your device to learn more.

Step 4: Sign in and complete setup

Sign in and complete setup

Once you've installed the Code42 app, sign in and complete setup to start backing up your data.

To sign in, enter your account's:
- Email: Email associated with the account
- Server address: central.crashplan.com
Click Continue, and enter your password.
Click Add destinations.
Select CrashPlan Central.
To back up to a local destination:
1. Select Add Local Destination.
2. Select the device or folder to which you want to back up, and click Open.
Click Save.
Click Done.
Your backup starts automatically.

What should you back up?

After you've added a destination, the Code42 app begins backing up. Learn more about how to verify you are backing up the most important data:

User files: Code42 app is designed to back up the files that matter to you, not system and application files. To be sure you are backing up the right files, see What should you back up?
External drives: To back up an external drive, see Back up external hard drives.
NAS: You can use Code42 app to back up network attached storage (NAS) on Mac and Linux. For details, see Back up networked storage or NAS devices.

Step 5: Restore files

Now that you set up the Code42 account, users, and devices, test out restoring one or more files so that you're familiar with the process before disaster strikes.

Restore from the Code42 app

We recommend restoring from the Code42 app when possible, as it offers you the most flexibility. See Download files from the Code42 app for details.

Restore from the Code42 console

The Code42 console provides an option for restoring files when you are not near the device. See Download files from the web for details.

Step 6: Monitor the health of customer backups with status reports

Using the default settings, the Code42 app usually works quietly in the background. However, you can check the status of backups to make sure things are working as expected. Backup status is located in the following locations:

The Code42 app
The Reporting web app in the Code42 console. See Device status report use cases for more details.

Backup status emails

Code42 app backup status reports are sent via email and keep you informed about the health of all the backups in your environment.

See Configure device backup settings to learn how to adjust the timing for alerts.

Troubleshooting backup

If your back up status report indicates an issue with your backup, see What to do after receiving a backup alert to determine the cause and how to resolve it.

Step 7: Manage your subscription

Use the Account page in the Code42 console to manage your subscription, including:

Update your billing information
If you are having trouble updating your billing information, contact support@2checkout.com.
View your receipts

Your subscription renews automatically each month. You are charged based on the number of users with a computer that has data protected by Code42 (cloud or local).

Additional resources

Explore the support site for additional information and resources.

Articles for Managed Service Providers

At the top of each article, under Who is this article for, look for articles with Code42 for Enterprise checked at the top of the page. Make sure you are using the Cloud version of the article. However, some articles describe features that are not available in the Managed Service Providers program. The green check for Code42 for Enterprise means the article applies to Managed Service Providers.

Need further help? Contact Code42 for Enterprise support to get help from our Customer Champions.