Starting a trial in Secure Cloud

If you manage products using Secure Cloud, you can start a free Server Backup - Public Cloud trial which can later be converted into a subscription. If you manage products for multiple customers, you can start a separate trial for each new or existing Resold customer. Each trial can be converted to a subscription when the trial ends, or you can cancel the trial.

Two types of Server Backup - Public Cloud trials and subscriptions are available:

• Bring Your Own Cloud, where you back up servers to storage in your own Amazon Web Services (AWS) account. For more information, see Bring Your Own Cloud storage.

  Before backing up servers to your own cloud storage, you must set up the storage. If storage is not set up when you start a trial, a message banner prompts you to set it up. See Setting up Server Backup storage.

• OpenText Hosted Cloud, where you back up servers to storage that is managed by OpenText. For more information, see OpenText Hosted Cloud storage.

If you manage products for multiple customers, you can choose a different Server Backup product type for each customer: either OpenText Hosted Cloud or Bring Your Own Cloud. You do not have to use the same Server Backup product type for each customer.

When you start a Server Backup - Public Cloud trial, you must:

• Choose a storage location for the backup data. You cannot change the storage location for a customer after it is selected.

• Choose a Server Backup policy for the customer's agents. The policy provides settings for Server Backup agents, including a schedule for backing up data and retention settings that specify how long to keep each backup.

  Note: To provide different settings for a specific agent, you can assign a different policy to the device where the agent is installed. This is useful, for example, if you want the agent to back up data at a different time than other agents in its site. See Changing a device's Server Backup policy.

IMPORTANT: If a trial ends without being converted to a subscription, or a subscription is not renewed, the customer's backup data will be automatically deleted after a grace period. For more information, see Data deletion after a trial or subscription ends or a site is deactivated.

To start a Server Backup trial in Secure Cloud:

1. Sign in to Secure Cloud as a partner administrator with the Administrator or Sales role.

2. Go to Partner Services > Customer Management > Product catalog and do one of the following for a Resold customer:

   • To back up servers to cloud storage in your own AWS account, start a Server Backup Public Cloud: Bring Your Own Cloud trial.

   • To back up servers to OpenText Hosted Cloud storage, start a Server Backup Public Cloud: OpenText Hosted Cloud trial.

   For more information, see Secure Cloud videos and documentation, or contact your service provider for assistance.

   Note: Each Server Backup subscription begins as a trial which can later be converted to a subscription.

3. Click Home.

   A task on the home page indicates that Server Backup must be set up for the customer.

4. In the Server Backup task, click the menu button , and then click Explore to view more information. In the task information, click Manage.

5. Read the setup steps, and then click Setup Server Backup.

   The Server Backup tab for the customer's site opens in the Sites list in the Management Console.

6. If a message banner prompts you to set up Server Backup cloud storage, set up the storage. See Setting up Server Backup storage. This is only required for Bring Your Own Cloud customers, and is only required once in the Management Console.

7. In the Sites list, on the Server Backup tab for the customer's site, select the backup storage location for the customer in the Site Cloud Backup Storage list.

   IMPORTANT: You cannot change the backup storage location after selecting it.

8. In the Server Backup Policy list, select the Server Backup policy for devices in the customer's site. The default policy is "Recommended Windows Server Backup".

   The policy provides settings such as a schedule for backing up data and retention settings that specify how long to keep each backup. For more information, see Viewing and managing Server Backup policies

9. Click Save.

   You can then install Server Backup agents and start backing up servers. See Installing and managing agents.

Removing a Server Backup setup task from the Secure Cloud home page

After you set up a Server Backup trial for a customer, a task for the setup remains on the Secure Cloud home page. This task will remain on the home page until you remove it.

To remove a Server Backup setup task from the Secure Cloud home page:

1. If you are viewing the Management Console, click the navigation arrow in the header to return to Secure Cloud.

2. On the Secure Cloud home page, in the setup task, click the menu button , and then click Explore.

3. In the task information, click Manage.

4. In the Server Backup setup steps, click Mark As Complete.