How to configure your account to integrate each AMS, complete AMS integration with the eFolder Backup Portal and create eFolder notifications based on Vault and Machine status changes.
Link to "Acronis Monitoring Guide" PDF
Why MONITOR ACRONIS with eFolder?
Configuring your Acronis servers with the eFolder Backup Portal allows you to
- Centrally monitor the status of all of your Acronis Management Servers (AMS) from one cloud-based web portal
- Set up global alerts to generate emails and PSA tickets on warning or error conditions
eFolder built the Acronis Monitoring feature with these goals in mind:
- To provide quick access to the current status of Acronis Servers (OK, Warning or Error)
- To allow deep reporting on the most valuable Acronis data points
- To deliver easy identification of warnings and error details
- To produce configurable email and PSA notifications
These instructions will help you:
- Configure your eFolder Backup Portal partner account to integrate each AMS
- Complete the integration of each AMS with the eFolder Backup Portal
- Create eFolder notifications based upon Acronis Vault and Machine status changes
Getting started: Configuring accounts
Before you can begin to monitor data from each AMS, you’ll need a partner account created for you in the eFolder Backup Portal. If you do not currently have a partner account, please contact your Account Manager.
After you have gained access to your partner account in the eFolder Backup Portal, follow these instructions for each source Acronis Management Server you wish to integrate.
- For each source AMS, create a new account with the “BDR for Acronis” service plan in the Backup Portal. For detailed instructions on creating new accounts in the Backup Portal, please review the Overview of the eFolder Backup Portal.
- Next, on each source AMS, download and install the eFolder Backup Manager client. The eFolder Backup Manager client is primarily used for File Level Backup. However, it can also be configured to send Acronis monitoring information to the eFolder Backup Portal.
Note: You must use version 3.9.0 or later of the Backup Manager client.
If you have questions about installing the Backup Manager client, please review the tutorial available at Installing and Configuring the Backup Manager.
3a. After you have successfully downloaded and installed the Backup Manager client, open the My Account page, and configure your credentials for the Backup Portal account and password:
3b. After you have entered the User Name and Password, click the Test Connection button.
3c. The last step in configuring your credentials is to click the Save icon in the bottom right.
- Next, configure the settings on the Schedule page to backup 24 times per day.
This setting will cause Acronis monitoring information to be updated every hour in the eFolder Backup Portal. After you have finished configuring your accounts, all of your Acronis information in the eFolder Backup Portal will refresh every hour.
We do not recommend or support updating more frequently than every hour.
- Finally, click the Backup Now option to send the first backup of data.
Now you are ready to begin exploring the various reports available to monitor your Acronis server activity.
Accessing Acronis Management Server (AMS) Monitoring information:
Detailed monitoring information about each AMS is available in the eFolder Backup Portal. You can view the current status of each Vault, Machine and Backup Plan and view detailed information related to Backups and Events.
- To access the centralized monitoring details, navigate to the main eFolder Backup Portal home page and select Account Center from the Accounts dropdown menu.
- When the Account Center page opens, double click on the account you wish to view.
Double clicking on the account row opens a new pane from the bottom of the screen.
The default view is the Account Summary tab which contains Backup Portal Account information and an Acronis BDR server status. The Acronis BDR server status is derived from the current status of all Vaults and Machines managed or replicated to the AMS. If any Vault or Machine is in a Warning or Error state, that will be reflected in the overall BDR server status.
The full information panel includes tabs for Account Summary, Service Plan, Contact Information and Status Details:
- To open a detailed monitoring view of the Acronis BDR, click on the small blue and white Acronis icon, displayed next to the account name, located within the full information panel for this account:
- The Acronis BDR detailed monitoring view will appear:
What is included in the Acronis BDR detailed monitoring view?
The Acronis BDR detailed monitoring view contains a rich assortment of information related to your Acronis Management Server.
1a. Starting from the top of the report and working down, the first row of the report identifies the name, IP address, operating system/version, and current backup status for this Acronis BDR…
…as well as the total amount of data stored. Additionally, you will see a summary of the number of protected Machines, archives and vaults associated with this account.
2. The second section of the Acronis BDR detailed monitoring view includes two even more detailed monitoring tools: the Summary tab and the Backups and Events tab.
Let’s look at the default Summary tab view first.
Acronis BDR details report: Summary tab
The Summary tab allows you to see current status information related to the Acronis Vaults, Machines and Backup Plans managed by the AMS. Based on schedule setting entered in the eFolder Backup Manager client, the information displayed in the Summary tab will update once per hour.
Vaults: Each Acronis Vault appears as a single row in the monitoring report. Basic information about the Vault is provided such as the Total GB used and the # of Backups stored. Vault status is based on the storage % Used field. % Used values from 80% to 90% will generate a warning (yellow) and values above 90% will generate an error (red).
Vault status will also directly affect the overall BDR for Acronis status. For example, if a Vault becomes 80% used, both the Vault and the BDR for Acronis will change to a warning status. This is important because internal Events and Notifications are triggered when the BDR for Acronis changes status.
Machines: Desktops and servers backing up to the AMS will be listed under the Machines view, along with current status reported directly from the AMS (generally based on the last backup.)
Clicking “View” in the Events column will open the Backups and Events tab with the results automatically filtered by the Machine you clicked on. This is useful when trying to find more information about a Machine’s warning or error status.
Backup Plans managed by the AMS are listed in the Summary view. Backup plans can back up one or more machines to a single vault. Backup plans also display a current status based on the result of their last execution.
Clicking “View” in the Events column will open the Backups and Events tab with the results automatically filtered by the Backup Plan you clicked on. This will be useful if you are trying to find more information about a Backup Plan’s warning or error status.
Acronis BDR details report: Backups and Events tab
As you have seen in the previous section, the Summary tab gives immediate insight into the current health status of your AMS. However, to view successful backups and further debug warnings and errors that occur, we have provided a Backups and Events tab which provides additional information.
The Backups and Events tab allows you to see information specifically related to Acronis Backups and Events occurring in your AMS as your Backup Plans execute.
Backups and Events – Successful Backups
The Successful Backups section contains a list of all successful backups for the machine(s) specified within the date range specified. Each row of the Successful Backups report represents an individual backup and contains valuable meta information such as the Creation Time and Occupied Space. The Backups report will allow you to quickly find the last successful backup for a machine as well as the size of each backup.
Note: If a backup fails, it will not be displayed in this list. Information regarding failed backups is best viewed within the Events area.
Backups and Events - Filters
The Backups and Events tab provides three different data filters for your convenience:
Backup Plans, Machines and Date Range.
Note: Clicking the “Reset” button on the right side of the filters will revert settings back to the default: All Backup Plans selected, all Machines selected and the Date Range set to the last 7 days.
The Backup Plans filter allows you to filter Events by Backup Plan. Simply click the Backup Plans dropdown menu and select the Backup Plans in which you are interested. Note: Currently the Backup Plans filter only filters the Events section and not the Successful Backup Plans section.
The Machines dropdown allows filtering of machines that are backing up to your Acronis AMS. All machines are included by default.
The Date dropdown allows filtering of Backups and Tasks by time. By default, the date filter is set to display the last seven days of backups and tasks, allowing you to quickly view the latest snapshots.
Backups and Events – Backup Events
The Backup Events section contains a list of all events that occur during Backup Plan execution for the selected machine(s) and backup plan(s) within the date range specified.
Each row of the Backup Events report represents an individual event and contains valuable meta information such as the occurrence time, message and severity. Backup Events provide the most granular of details for specific Warning and Errors that occur during a backup.
Note: Severity ranges from 1 – 4, with 1 being the lowest severity and 4 being the highest (usually a critical error).
Note: Only Events from Backup Plan execution are listed here. Other Events such as those from a Vault Verification task are not available.
Accessing the Dash Panel Report
The status information for each Acronis server is also visible from the Dash Panel report, allowing you to easily see the last snapshot date or completed replication date, along with the status of all backups, replication services, virtual standby services, and repository state and disk usage information.
From the main eFolder Backup Portal home page, select Dash Panel from the Reports dropdown menu:
The Dash Panel report shows basic information about each AMS and Protected Machine:
A few reasons to view the Dash Panel report are:
- Acronis Machines are visually nested under each AMS, allowing you to quickly and easily associate each Machine with the appropriate AMS and Customer.
- Multiple AMS’ and their status can be viewed at the same time, giving you immediate insight into which AMS or Machines may have issues.
- If you are using other eFolder services (such as another type of BDR or eFolder Backup for Files), additional information about those services can be viewed alongside your AMS and Acronis Machines.
Setting up notifications
We highly recommend setting up partner notification rules in the eFolder Backup Portal so that you can be alerted when any error conditions occur that need attention.
To set up notifications:
- In the eFolder Backup Portal, under the My Partnership menu, select Partner Notifications
- On the Partner Notifications page, click the (create a new notification) link
The Create Partner Notification page appears:
The notification engine is powerful and can be configured to meet complex needs. We show the simplest example above, wherein you can be notified when any warning or error event occurs.
eFolder BDR for Acronis currently supports ticketing integration with ConnectWise and Autotask PSA systems. Specifically, tickets can be opened and closed automatically within these PSA systems based upon status changes to the Acronis BDR. Status change events that can generate tickets within the PSA system include Vault storage warnings (over 80% used), Vault storage errors (over 90% used) and Machine Backup warnings and errors.
To setup your PSA ticketing integration please see:
Note: eFolder BDR for Acronis does not currently support billing integration with PSA systems (ticketing only).
You should now feel confident that you can begin to centrally monitor the status of Acronis Management Servers (AMS) from one cloud-based web portal.
You should also know how to set up global alerts to generate emails or PSA tickets on warning or error conditions.
eFolder is committed to responsive, competent technical support.
Our team strives to exceed your expectations.
· Contact eFolder by Creating a new support ticket
· Call us at 800-352-0248 or 678-888-0700
· Additional material is available in the eFolder Partner Portal
· The Support Page is available at http://support.efolder.net