Onboarding Tours for x360Recover Direct-to-Cloud
Great news for new Axcient partners and MSPs exploring x360Recover through our free trial! Axcient has launched a series of informative x360Recover Direct-to-Cloud (D2C) onboarding tours designed specifically for you. These interactive tours will guide you through the essential steps needed to set up your D2C environment, ensuring you get the most out of your free trial and experience the power of x360Recover firsthand.
Get a Head Start on Best Practices from the Start with Onboarding Tours
Onboarding tours can be accessed anywhere in the x360Portal and are geared towards further simplifying self-guided onboarding. These tours are meant to be entirely self-paced by you (and we assume no prior knowledge of Direct-to-Cloud on your part.)
The tours were designed with an intended order (see below), but they can be taken individually, in any order you prefer:
x360Recover Direct-to-Cloud (D2C) Onboarding Tour Segments:
- Creating a client
- Downloading the D2C Agent
- Creating Backup Policies
- Creating Retention Policies
- Assigning a Backup Policy to a Protected System
- Protected Systems Configurations, Including Local Cache
- Configure RMC Alert Settings
- Configure x360Recover Reporting
Where do I find the x360Recover D2C onboarding tours?
After you launch x360Recover from the x360Portal, you can access the D2C onboarding tours from the Dashboard by clicking the orange “X” in the bottom right corner of the screen:
Important Onboarding Tours Hints and Tips
For all tours:
1. It is essential to remember that these tours are live activities.
When you take each tour, you’ll complete the actions within each tour in real-time. (You can complete the tours without completing any actions. Just remember that any changes you make will be made live.)
2. To complete all the tours in full:
(a) You will need to have the role of Org Manager or Org Admin in x360Recover and
(b) You will need to have access to the vault from the Vaults tab
IMPORTANT: If you don’t have one of these roles and the correct access to the vault, your tour will break and abruptly stop.
For specific tours:
All tours include special notes to make sure everyone is prepared before they start the tour. Here are some important ones to keep in mind:
Special notes for Downloading the D2C Agent
Remember that your system must be prepared for the agent download. The tour will also teach you how to prepare your system. You will need to make sure that:
- Firewall ports are open for all clients
- Anti-virus exclusions are made
- Other VSS backup systems are scheduled at different times (Axcient systems are VSS aware). VSS issues are the most common reason for backup failure, so this is especially important to remember
Special notes for Assigning a Backup Policy to a Protected System
It’s important to remember that your system is ready to assign a policy.
This means you must ensure you have already deployed an agent on the system and have already created a backup policy.
Allow a 10-15 minute delay after creating the protected system before assigning it a policy.
Special notes for Protected System Configurations, Including Local Cache
Your system must be prepared for configuring. This means you must have already created the client, downloaded the agent, and created and assigned a backup schedule to the system.
Special notes for Configuring Recover Manager Alert Settings
If you are using a PSA integration, you must have already completed your PSA integration before configuring your alerts.
Special notes for Configure x360Recover Reporting
Your systems must already be backed up for your reports to generate. (The reports can’t be generated without backups.)
Note: This reporting tour covers the Client Executive Summary Report, which takes a few minutes to load. The tour will continue after the report loads and updates. There will also be warnings at the relevant points in the tour.
Think You Are Ready for Your Onboarding Tour?
If you are a new Axcient partner or new to x360Recover D2C, head over to the Axcient KB for more product insight and technical details. Not an Axcient partner yet? Get an inside look at the x360 Platform with your own 1:1 demo, or Get a D2C Quote today.
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