How Do I Add Users and User Groups to Server Backup Manager?

Posted by Nathan McCoy on Feb 11, 2016 6:00:00 AM

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To be a successful server backup adopter, you can't do it alone. You have to have a comprehensive, educational and robust onboarding process. In How to Get Started with Server Backup Manager, a blog series for new R1Soft partners, we're taking several key articles from our extensive documentation hub, highlighting the links and passages you need to get the most out of our product. We still highly recommend you browse the Server Backup Manager Documentation Center for specific use cases and any questions that may arise, but these blog posts should help guide you in the right direction! 

Next up in the series, we review the types of users you can add to the server backup tool, and walk through how to set up new users and user groups!


Types of Users

Before we discuss how to add users to Server Backup Manager SBM), we first must identify the different types of users:

  • Super-Users. A special user account used for system administration. Super-Users have full privileges, including the ability to add new user accounts into the system. That is why most organizations provide these accounts to authorized, experienced individuals.
  • Power-Users. A special user account that has configurable permissions and is allowed to utilize the most advanced features. A Power-User can only add new user accounts if the option User can create and administrate sub-users is selected for the Power-User account.
  • Sub-User. A special user account with restricted permissions. Sub-User permissions are configurable and are in bounds of Power-User permissions.

Server Backup Manager allows you to add different types of users depending on your version and permissions.  

 

How to Add Users

To create a new user account:

1. In the Main menu, click Users, and then click Create New User in the Users menu. Server Backup Manager displays the Create New User window as shown in the following image. If the permissions for the logged in user account prevent the account from creating new user accounts, Create New User is disabled. The user account administrator can change this permission, if necessary.

server-backup-manager-add-user-account.png

2. Define the new user properties.

  • Username. Type the login name for the user account.
  • Use LDAP AuthenticationServer Backup Manager does not display this option until you configure your LDAP authentication. Check this box to use LDAP to authenticate a user account against a database such as Active Directory.
  • Password. Type a password for the user account. Note that the username and password are case-sensitive.
  • Confirm Password. Type the same password for the user account.
  • Name. Type the full name of the user for the account.
  • Email Address. Type the email address associated with the user account.
  • Language. Select the default language for the user account. Available options include:
    • Use Server’s Default Language. Every user’s default language is that of the Server Backup Manager default language unless a user selects a different language. If no default SBM language is set, the default language is English. 
    • English
    • Spanish
    • Japanese

NOTE: While creating and editing other users, you can set their languages as "Japanese" or "Spanish," but retain "English" as your own default language.

  • User Type. Select the type of user account. Note that a Power-User can assign Sub-Users, and a Sub-User can assign administrators.
3. Define additional properties using the available tabs.
  • AdministratorsSub-Users only. To assign an administrator to the user account, select an administrator from the available list, and then click the plus (+) icon.
  • GroupsPower-Users only. To assign a group to the user account, select a group name from the available list, and click the plus (+) icon. You can assign several groups to one user account. For more information about the relationship between users and groups, see Manage users and groups.
  • Sub-UsersPower-Users only. Power-Users can assign Sub-Users. To assign a Sub-User, select a user name from the available list, and then click the plus (+) icon. You can assign several Sub-Users to a Power-User.
  • ServersPower-Users only. To assign a server to a user account, select a server name from the available list, and then click the plus (+) icon. You can assign several servers to a user. For more information about the relationship between users and servers, see Manage servers.
  • VolumesPower-Users only. To assign a volume to a Power-User, select a volume name from the available list, and then click the plus (+) icon. You can assign several volumes to a Power-User.

4. Click Create to add a new user account with defined properties.

How to Add User Groups

A group contains a collection of power-users to which you can apply permissions. NOTE: only power-users can be members of groups. 

To create a new user group in Server Backup Manager:

1. In the Main menu, click Groups.

 

2. In the Groups menu, click Create New Group. SBM displays the Create New Group dialog box as shown in the following image.

server-backup-manager-create-user-group-step-2.png

The Create New Group dialog box contains the following tabs:


Settings Tab

 

server-backup-manager-settings-tab.png

Define the name and the description (optional) for the group.


Users Tab

server-backup-manager-users-tab.png

This tab allows you to assign users to the group. To add a user, select the user from the drop-down menu, and then click Add.

NOTE: Only Power-Users may be assigned to groups.


Servers Tab

server-backup-manager-servers-tab.png

This tab allows you to assign servers to the group. To assign a server, select a server from the drop-down menu, and then click Add.

You can define permissions for the assigned servers using the corresponding checkboxes. For more information about assigned servers, see Access groups.

 

server-backup-manager-create-new-users-group.png

Volumes Tab

server-backup-manager-volumes-tab.png

This tab allows you to assign volumes to the group. Use the following steps to assign a volume.

1. Select the volume from the drop-down menu, and then click Add.

server-backup-manager-create-new-user-group-add.png

2. Click Create to add a new group with defined properties.SBM creates the new group.

3. Click OK to close the window.

Server_backup_manager_successfully_created_group_English.png

And there you have it! You've now successfully added new users and user groups to SBM! Stay tuned for more Get Started with Server Backup Manager tips and tricks. Can't wait until the next post? Maybe you have additional questions, such as how to allow remote connections to your MySQL instance. Consult the Server Backup Manager Documentation Center for all inquiries, and let us know if you have additional questions!


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Nathan McCoy is R1Soft’s technical writer in charge of product documentation. He is a graduate of Baylor University and a native Texan. When he’s not writing and improving R1Soft’s wiki, you can find him cheering for Baylor athletics, learning a new musical instrument, or traveling.

Topics: Server Backup Manager, Server Backup Manager Partner Onboarding

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