Configuring the profile information
To configure the profile information:
1. On the Customers tab, select the customer you want to configure.
2. On the Customer menu, click Edit.
3. Click the Profile tab.
4. In the Company box, type the name of the company.
5. In the Contact box, type the name of the contact person at the customer's main location.
6. In the Email address box, type the email address where notifications for the customer will be sent.
7. In the Storage Group box, select the default storage group where data from the customer’s new DS-Clients will be sent. To add a new storage group, click [...], and then do the following:
a) In the Storage Groups dialog box, click Add.
b) In the New Storage Group dialog box, click Add.
c) Type the storage group information in the Name and Description boxes.
d) Click Close.
NOTE: If you change a storage group after a backup has been performed, it will not affect that data. Only new backup data will use the new storage group.
8. To display the stored size in backup sets reports for all DS-Clients, select the Show “stored size” in Backup Sets report for all DS-Clients.
9. To define a default DS-Client backup policy that you can select when creating DS-Client accounts for the customer, select the Enable a default Backup Policy for DS-Clients under this Account check box, and then do the following:
a) Click Edit.
b) In the
Edit DS-Client Backup Policy dialog box, type, cut-and-paste, or import the default backup policy text from a file. For instructions on how to create a backup policy, see
“Using a Centrally Managed Backup Policy”.
c) Click OK.
10. Click OK.