Overview

This article provides you with comprehensive guidelines that allows you to view, edit, delete, filter, search, and export customer details of MSC Provisioned customers from the Managed Services Centre (MSC) console.

Access Path

By default, a list of existing customers is displayed.
You can perform the following actions on the Customer page.

View customer details

To view the customer details:

Log in to Managed Services Center (MSC) portal and click Customers. By default, the Summary tab is displayed.
Click the Customer Health tab to view customers’ backup jobs and alerts for Enterprise Workloads.

Summary tab

The following section provides information about the Summary tab.

Field	Description
Account Details	Displays account details for the selected customer. Name - The Account name by which Druva identifies the customer. Customer Name- The customer name mapped to the Account Name. Phone Number -The phone number of the customer. Address - The physical address of the customer. Tenant Admin- The name of the Tenant Admin.
Consumption Units	Displays the consumption units usage of the customer for the last 90 days.
Customer Contact Details	Displays the name and details of the contact person who would be a representative from the customer's organization. Add: Use the Add Contact option to have more customer contacts. Edit: Use the Edit option to update the details of existing customer contacts. Delete: Use the Delete option to delete the details of existing customer contacts.
Product Details	This section enables you to: Add product (tenant) - You can add Enterprise Workloads and SaaS Apps and Endpoints products. For more information, see Add Product (tenant). View product details - You can view the Enterprise Workloads and SaaS Apps and Endpoints details associated with the selected customer, see View Customer details page. Manage product (tenant) - You can Edit, Delete, Suspend, or Activate the product. For more information, see Manage tenants.

Customer Health tab

This tab provides insights into the statistics related to the customer's backup jobs and alerts. It also provides a view of the data source (backup set) listing along with the last successful backup and restore job statuses.

The following table provides information about the Customer Health tab.

Field	Description
SLA data for Enterprise Workloads only
Backup Jobs	Displays the following details for backup jobs in the last 30 days. Total Backup Jobs: Number of total backup jobs initiated. Successful: Number of backup jobs that were completed successfully. Total Restores: Number of total restores initiated.
Organization	Displays the name of the Customer's organization.
Data Source	Displays the Data Source assigned to the customer.
Workloads	Displays the details of the workloads that are protected for the customer.
Backup Policy	Displays the details of the backup frequency configured for the customer.
Last Backup Status (Job ID)	Displays the following details about the status of the last backup job: Successful or Failed Number of days when that last backup job was completed Job ID of the backup job is displayed in parenthesis.
Last Job Run	Displays the data and timestamp when the last job was initiated.
Last Successful Job Run	Displays the number of days along with Job ID when the last successful job was completed for backup. This field is applicable only if the current backup job is in a failed state.
Last Successful Restore	Displays the number of days along with Job ID when the last successful job was completed for restore.
Alerts	Displays the count and detailed statistics of different types of alerts generated for Enterprise Workloads, SaaS Apps and Endpoints. Alerts can be of the following types: Critical Warning Info For more information, see Alerts.

Edit customer details

To edit customer details:

On the Customers listing page, select a customer that you want to edit and click More options > Edit.
In the Edit Customer dialog box, edit the required information and click Save.

Important: If any tenant administrator is in a pending state, you cannot assign that administrator to any customer. Attempting to do so will result in an error.

Alternatively, you can also edit the customer details from the Customers page > Account details > Alternate edit.

Delete a customer account

You can delete stale instances of the customer who no longer has an association with the MSP and is not associated with any tenant or product.

To delete a customer:

On the Customers listing page, select a customer you want to delete and click More options > Delete.
In the delete confirmation dialog box, select Yes, Delete.

📝 Note
You cannot delete a customer that has a product associated with it.

Filter customers list

You can narrow the list and view required customers by using the filter option and specifying the Products, Service Plans, Storage Regions,Tenant Type, and Tenant Admin parameters.

To filter the customer list:

On the Customers listing page, click Filter icon.
Provide the required parameters and click Apply to apply the filters. You can filter the list of service plans by specifying the Products, Editions, and Workloads parameters.
Click Reset if you wish to make any changes to your filter parameter selection.

Search for a customer

You can use the search option to narrow down the search and view required customer details.

To find and view customer details:

On the Customers listing page, enter the customer name in the Customer Name search box.
Press Enter to view specific details of a customer.

Sandbox customer

A Sandbox customer is a default customer, created along with a Default Service Plan. Managed Service Partners can use the sandbox customer for internal demonstrations and training.

Editing Sandbox customer details
You can edit only the following details of a sandbox customer:

Service Plan
Add any missing product license. For example, for the MSP instance, if you have enabled Enterprise Workloads at the beginning and Microsoft 365 later, then you can also add Microsoft 365 product license to Sandbox customer later.
Quota, quota effective date, and end date.
Storage region - You can only add a storage region to the product/tenant, but cannot remove it.
User count and preserved user count

You cannot:

Delete a sandbox customer.
Delete, suspend, activate the products or edit the tenant type of the product associated with the sandbox customer.

Export customer details

To export the customer listing page details to a CSV format:

On the Customers page, click the Export to CSV button.
On the Select Exportable columns window, select the required column you want to export and click Export to CSV.

💡 Tip

Use the Select All option to export all customer details simultaneously.

Customize table columns

MSC portal enables you to customize the table layout of the Customers listing page to display the required information. You can show and hide the columns and resize a column in the table.

To show and hide the columns:

On the Customers listing page, click the icon.
On the Edit Columns window, select the column name you want to add and deselect the column name you want to hide.

📝 Note
The Name, Product, and Service Plan columns are default columns, and cannot be edited.

To resize a column in the table on the Customers listing page, drag the column border to the desired location to display the required information.

Here is a glimpse of these features: