This article provides a high-level summary of the initial steps for setting up your CrashPlan environment, including:
- User management
- Deploying the CrashPlan app to user devices
- Configuring settings
For additional assistance with any of the steps below, contact your Customer Success Manager (CSM) to engage the CrashPlan Professional Services team.
Step 1: Sign in to the CrashPlan console
Most tasks related to managing users, devices, organizations, and settings are performed in the Administration section of the CrashPlan console. For a summary of all navigation options, or to find the sign-in URL for your CrashPlan environment, see CrashPlan console overview.
Step 2: Add organizations
By default, your CrashPlan environment contains a single parent organization. Creating additional organizations enables you to group users into a hierarchy and apply different settings to each organization. Create organizations before you add users. (You always have the option to create new organizations and move users between organizations later, but it's easier to create organizations first.)
To add an organization:
- Sign in to the CrashPlan console.
- Select Administration > Environment > Organizations.
Active organizations appear in the list.
- Add the organization as follows:
- Click the Add an organization icon .
- Enter a name and click Add.
For more details, see Add organizations for user management in CrashPlan.
Step 3: Add users
Before adding users, identify your provisioning strategy:
- CrashPlan User Directory Sync (UDS): Uses LDAP to sync your directory service with CrashPlan.
- SCIM provisioning: Enables you to sync any SCIM 2.0 provisioning provider with CrashPlan.
- Manual entry in the CrashPlan console: If you do not want to sync with a third-party directory service or provisioning provider, you can manage users locally in the CrashPlan console (includes options for bulk upload via a text file and sending email invitations to users).
For detailed steps for each method, see Add users from the CrashPlan console.
Next, review options for user authentication and authorization. This includes integrating with single sign-on (SSO), if applicable.
Step 5: Customize device settings (optional)
The CrashPlan default settings are appropriate for many situations, but you have also have the option to customize organization, user, and device settings.
- To review and edit organization settings related to security, backup, and restore, see organization settings.
- To review and edit device settings related to CPU usage, backup timing, and networking see device backup default settings.
- For detailed instructions on what to back up, including exclusions and other backup settings, see Considerations for defining your backup policies .
For the most high-value settings to optimize operation of your CrashPlan cloud environment, see CrashPlan console settings .
Step 6: Deploy the CrashPlan app to user devices
There are many options for deploying the CrashPlan app to user devices. In most cases, use a CrashPlan deployment policy. For detailed deployment policy instructions, see:
For additional deployment options and instructions, see Manage app installations for CrashPlan
The CrashPlan support site provides extensive tutorials, best practices, reference guides, troubleshooting, and more for all aspects of CrashPlan's products. Use the search bar at the top of any page to search for specific topics, or browse available resources from any of these links: