5 - Accounts

Mike Langford
Mike Langford
  • Updated

Accounts mean a record of what is backed up within the organization. You can access the Accounts page directly by clicking the Accounts menu (on the left side) or the View Details link on the Dashboard.  

Here are all the components of the Accounts page:  

1. Accounts menu

It will navigate you to the Accounts page.

2. Export CSV

It downloads the account’s data into CSV format with the same value displayed on the page.  

3. Product type

It consists of Email (including mailbox, shared mailbox, and public folder), Drives (including OneDrive and Google Drive), Shared Drives, Contact, Calendar, Task, Private Chat, SharePoint, and Groups and Teams.  

4. Status  

It refers to the account status, which is active, deactivated, and deleted. 

5. Search Account

This feature allows you to search for a specific account by email address, organization name, or account ID. You don’t have to remember the full text. The system can show a result even if you input a partial text. 

6. Account info

It includes an icon, email address, organization name, and account ID.

7. Backup status

It shows an account’s backup status.  

8. Ellipses button

If you click the ellipsis button, there are two sub-buttons, which are:

a.    View Details: It will redirect you to the more details page (the system classifies it into three types: Account Details, Site Details, and Group Details).

b.    View Organization: It will redirect you to the Organization Details page.

 

Account Details

On the account details page, you will see details regarding the number of accounts and backup types for a specific user. This will be broken up into the following sections:

  1. Account Info: Will include the email address, user ID, Type of account, and the Organization that the backup is occurring under
  2. Email: This will show details for the user's backup of the email data. This will show the current status when the backup was added, when the last backup occurred, and the status of the last backup attempt.
  3. Drive: This will show the details of the personal drive storage for the user (OneDrive or My Drive). This will show the current status when the backup was added, when the last backup occurred, and the status of the last backup attempt.
  4. Calendar: This will show the details for the calendar backup for the user. This will show the current status when the backup was added, when the last backup occurred, and the status of the last backup attempt.
  5. Contact: Will show the details for the contacts backup for the user. This will show the current status when the backup was added, when the last backup occurred, and the status of the last backup attempt.
  6. Tasks: The details for the tasks backup for the user will be shown. This will show the current status when the backup was added, when the last backup occurred, and the status of the last backup attempt.

 

Site and Group Details

This will show the details for the backup of SharePoint sites and groups. This page will contain information such as the site's name, the ID, the domain related to the site when it was added, the current status, the total number of files, the amount of data backed up, and the status/date of the last backup.

 

Export CSV

To export the CSV file of accounts data, follow these steps:

1. Go to the Accounts page.

2. Choose a product on the tab.

3. Choose a status.

4. Do searching (it is optional).  

5. Click the Export CSV button.

6. Click the Yes, Continue button on the confirmation popup.

7. Open the mailbox to see the result with the subject “Your CSV Download is Ready.”

The system shows a link following this file name format: Account Status <space> Account Type <space> Account <space> Partner Name <space> Generated Date & Time.

 

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