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Partner Portal
As a Carbonite Partner, you can set up accounts, purchase, activate, renew, upgrade, monitor your customers' subscriptions, and perform other actions through the Portal. You also have access to marketing, sales and training resources that will help you promote Carbonite and rapidly grow your business.
Purchasing Carbonite Through the Partner Portal
You can purchase Carbonite Safe, Safe Pro and Safe Server subscriptions through the Partner Portal. These subscription plans come in one, two, or three year increments.
Registering for Carbonite Training and Certifications
Carbonite offers certifications for our Carbonite Server Backup, Availability and Migration software. Completing these certifications authorizes you to register deals and gain additional margin for sales. You can register for certifications at any time, however you should review the related course material in the Resource Library before taking any exams associated with your desired certification. Reveiw this article for complete instructions on how to register for and complete your certifications.
Upgrading Your Customers Subscriptions
You can upgrade your customers' subscriptions through the Partner Portal. Upgrading a subscription will let your customer have access to additional features.
Renewing Your Customers Subscriptions
You can view your customers' accounts through the Partner Portal and renew subscriptions.
Upgrading a Trial to a Paid Subscription
You can upgrade your customers' trial account to a paid subscription through the Partner Portal. You will have the option of purchasing a new subscription or applying an available subscription to the trial account. Once the account has been upgraded, its expiration date will be updated in the Accounts list.
How to Upgrade from Safe Power to Safe Ultimate
You can upgrade Safe Power customers to Safe Ultimate through the Partner Portal. Adding Server support lets your customers back up live databases and servers. All add-ons prices are pro-rated when purchased during the subscription.
How to Upgrade from Safe to Safe Backup Pro
You can upgrade customers on a Safe subscription to a Safe Pro subscription through the Partner Portal. Upgrading to a Safe Pro account lets your customers back up NAS devices, and Windows file servers with certain Safe Pro plans. Upgrading to certain Safe Pro plans lets your customers back up live databases and servers. Once you switch your customers to a Safe Pro account, they cannot switch back to a Safe account.
List of CSSB Services and Processes
The product may install and run a number of Windows services during initial setup. This article contains a list of the services and processes used by CSSB.
INF: The OpenText Accelerate Partner Portal
What is the OpenText Accelerate Partner Portal?
How to Manage Users
As a Carbonite Partner, you can manage access to your organization's account within the Partner Portal. You will also be able to change a user's status from within your account.
Changing Your Billing Credit Card
As a Carbonite Partner, you are able to add a new credit card through the Partner Portal. You can also edit your payment information and delete a credit card on file.
Adding New Computers to a Carbonite Safe Account
As a partner, you can add additional Carbonite Safe subscriptions to to existing Carbonite accounts that are associated with your Partner Portal.
Managing Your Company Information and Organization
As a Carbonite Partner, you can manage your company’s information such as update your password, change your company’s primary contact, update employee access, update your company’s address and location, and upload your company’s logo.
Managing Carbonite Safe Server Backup Settings Through the Partner Portal
As a Carbonite Partner, you are able to manage and view certain backup settings for your Carbonite Safe Server Backup users through the Portal. In order for these options to be visible within your account, your client must be running at least version 5.2 of the Carbonite software.
Starting a Trial Through the Partner Portal
As a Carbonite Partner, you can start a Carbonite trial for your customers through the Portal. You will have the option of selecting either a Business trial or a Personal trial.
Deleting a Server Within the Partner Portal
Partners can delete server backups for on behalf of a client running Carbonite Safe Server Backup from within the Partner Portal. This may be necessary if the server was decommissioned and backups are no longer needed.
Changing Your Customers Automatic Renewal Status
You can enable automatic renewal for your customers' accounts through the Partner Portal. You can disable automatic renewal for your customers' accounts through the Partner Portal.
Requesting Administrator Access from Existing Safe Pro Accounts
You can request administrator access from your existing Safe Pro accounts through the Partner Portal. Your customer will receive a pop-up when they log into their account when you request permission to administrate their account.
Installing Carbonite Safe Server Backup for Your Clients
With Administrator privileges to your clients' Safe Backup Pro accounts, you can install Carbonite Safe Server Backup (CSSB) for your Safe Backup Pro Power or Ultimate clients.
Releasing an Account
You can release a customer from your account through the Partner Portal. Any customer you release from your account will need to renew on their own through the Carbonite website after their subscription expires. Releasing a customer from your account will not cause any backed up data to be lost.
Installing Carbonite and Activating an Account
As a Carbonite Partner, you can install Carbonite on your customer's computer and activate their account.
Monitoring Your Customers
Monitoring your customers accounts can be done through the Partner Portal. You will be able to view information pertaining to the amount of data backed up and any computers which are not backing up.
How to Add Storage
You can purchase additional storage for your Carbonite Safe Pro customers through the Partner Portal. All add-ons prices are pro-rated when purchased during the subscription.
Introduction to Two Step Verification
Two-Step Verification is an advanced security option for your Carbonite account. It protects your account from both unauthorized access and unauthorized password changes by requiring two pieces of information. After signing in successfully from a device, you can continue signing in from that device without entering a new authentication code for the next 30 days.
Adding an Additional Computer to a Safe Account in the Portal
You can add additional computers to your customer’s Safe account through the Partner Portal.
Requesting Courier Recovery for Customers
As a Partner, you can request Courier Recovery to receive an external hard drive that contains all the files associated with the selected computer backup.
Updating Your Client's Company Name
If you are the administrator of your client's company, you can change the company name on your client's behalf.
Reinstalling Carbonite Safe Backup Pro for Your Clients
If you have access to your client’s computer, you can use the Partner Portal to reinstall Carbonite Safe Backup Pro.
Resetting a Carbonite Client's Password
As a partner, you can send password reset emails to a client with a Safe Pro account should they ever have difficulty signing in. The emails contain a link that the user can click to begin the password reset email process.
Updating Clients to the Latest Version of Carbonite for Windows
The current SSL server certification for Carbonite Windows backups expires on May 30th, 2020. It is imperative that your clients update to the latest product version of Carbonite, which has the updated certificate.
Stuck Backup and Backup Errors (Mac 1x)
If your backup appears slow or stuck on your Mac, there are steps you can take to resolve the issue.
How to Back Up Active Directory Federation Services (ADFS) Databases
Windows Active Directory Federation Services (ADFS) is a standards-based service that allows the secure sharing of identity information between trusted business partners (known as a federation) across an extranet. This information is stored in one or more databases. In CSSB, the ADFS databases will appear as standard Microsoft SQL databases when the Microsoft SQL Server backup type is chosen. However, the ADFS databases are not standard MSSQL databases. Special circumstances apply.
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