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Rapid Recovery License Portal 6.1 - User Guide

Table of Contents

Getting started with the Rapid Recovery License Portal

About the License Portal

About the License Portal server Understanding user accounts Supported web browsers

Navigating the License Portal Getting started with the Rapid Recovery License Portal Understanding license numbers and license keys Signing up for an account and registering your license Completing account registration if you were invited to the License Portal Requesting a License Portal account Logging on to the License Portal Resetting your password

Managing licenses in the Rapid Recovery License Portal

Downloading software from the License Portal

Downloading and adding a Rapid Recovery core to the License Portal Downloading and adding an agent to the License Portal Downloading software for appliances

Using the dashboard Performing global searches in the License Portal Configuring personal settings Configuring email notification settings Managing users

Viewing and searching for users Viewing and working with user details Inviting users and setting user roles Editing user roles Deleting a user Approving a user

Managing groups

Understanding groups Viewing and searching for groups Viewing and working with group details Adding a group or subgroup Deleting a group Editing group information Editing branding settings for the root group Adding company and billing information for a group Modifying metadata settings for the root group

Managing licenses

Understanding software license types About appliance licensing Understanding license pools Downloading or viewing your license key Viewing license numbers Viewing license pool information for a group Changing the license pool for software groups Allocating virtual and physical licenses for MSPs Changing the license type for a subgroup Extending an appliance license Moving an appliance license Detaching an appliance license from a core Assigning an appliance license Understanding billing for software licenses Understanding billing for appliance licenses Understanding disposal of software licenses Adding a license to the License Portal

Managing registered agent machines

Viewing and searching for registered agent machines Viewing and working with machine details Working with agent machines

Viewing and searching for cores Viewing and working with core details Working with core machines Viewing core settings

Working with License Portal reports

About the License Portal reports

Summary category User category Group category Cores category Machines category License category Drill-down reports

Generating reports and setting up report subscriptions Managing report subscriptions

Managing report subscriptions

You can tailor your subscriptions to have reports electronically sent on a daily, weekly, or monthly basis.

For more information about reports and setting up report subscriptions, refer to the following topics.

•

See the topic, About the License Portal reports, for more information about the different types of reports available in the License Portal.

•

See the topic, Generating reports and setting up report subscriptions, for more information about setting up report subscriptions.

To manage report subscriptions

1

In the upper right area of the License Portal, click your user name, which is your email address, and then click Personal Settings.

2

On the Account Profile page, click the Subscriptions tab.

3

To modify the frequency of your report subscription, do the following:

a

In the Actions column, click the Actions drop-down list for the report subscription you want to modify, and then click Edit Subscription.

b

In the Settings dialog box, from the drop down menu, select one of the following report frequency options, and then click Save:

•

Daily. The selected report is sent every day.

•

Weekly. The selected report is sent every Friday.

•

Monthly. The selected report is sent at the end of each month.

4

To unsubscribe from a report, on the Actions drop-down list for the report from which you want to unsubscribe, click Unsubscribe.

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