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Welcome to eVelocity Labs! Today, we’re diving into the world of Disaster Recovery. In this video, we’ll guide you through the process of setting up Disaster Recovery reports for your clients. We’ll start with the basics, and if you’re interested in advanced reports, stay tuned for our upcoming video.
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To begin, let’s ensure that your managed servers are equipped with Disaster Recovery information. Navigate to the Managed Servers section, and click on the three-dot button next to each server to access the Disaster Recovery plan. Here, you can assign roles, set criticality, define recovery order, and specify dependencies. You can even add notes to provide additional details.
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Now, let’s explore how to create a template for your reports. On the left-hand side of the page, you’ll find the Templates section, where you can create reusable templates for your reports. On the right-hand side, you’ll see the Default Report, which serves as a starting point. The report consists of the Report Head, Report Core, and Report Tail.
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The Report Head contains introductory information, while the Report Core includes backup details, server dependencies, and recovery procedures. The Report Tail provides a summary or additional information at the end of the report. You can customize these sections based on your preferences.
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To create a basic template, click on “New Template” and import the necessary information. You can paste recovery instructions, import images, and save the template for future use. Once you have your template, you can import it into the Managed Servers section for each server.
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Now, let’s generate a report. Navigate to My Company Reports and create a new report. Give it a name, set the time zone, and specify the client. You can choose to send the report via email. Select the Disaster Recovery plan as the report type, and choose the desired report design. Finally, click save and generate the report.
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Once the report is generated, review its contents. The report includes the client name at the top and provides detailed information about each server. You’ll find backup details, server dependencies (if any), and the recovery procedures you defined. The report tail summarizes the key points. You can customize these sections further to meet your specific needs.
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Additionally, you have the flexibility to create different report designs for each client. By customizing the templates and report sections, you can ensure that each client receives a tailored report that suits their requirements. Simply assign the specific report design to the client, and when the report is generated, it will reflect the designated design.
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In summary, our Disaster Recovery reports empower you to provide comprehensive and tailored information to your clients. With customizable templates and report designs, you can deliver valuable insights into backup details, server dependencies, and recovery procedures. Enhance your client experience with our easy-to-use reporting features.
Are you prepared for unforeseen disasters that could potentially disrupt your business operations? Implementing an effective disaster recovery plan is crucial for minimizing downtime and ensuring business continuity. At eVelocity Labs, we understand the importance of disaster recovery reports, and that’s why we’ve developed our Insight platform to simplify the process. In this post, we’ll walk you through the steps of setting up and generating comprehensive disaster recovery reports using our platform.
1. Setting up Disaster Recovery Reports for Your Clients
To ensure a seamless disaster recovery process for your clients, it’s essential to have the necessary information in place. With eVelocity Labs’s Insight platform, setting up disaster recovery reports becomes a breeze. Start by accessing the Managed Servers section and assigning roles, specifying criticality, defining recovery order, and outlining any dependencies for each server. You can even add notes to provide additional context and instructions.
2. Creating Customizable Report Templates
Our Insight platform offers the flexibility to create customizable report templates that can be reused for different clients. The Templates section allows you to design templates that suit your specific reporting needs. Whether it’s an introductory section, backup details, server dependencies, or recovery procedures, you can tailor the template to deliver the right information to your clients.
3. Generating Comprehensive Reports
Once you have set up your templates and assigned them to the respective servers, you can generate comprehensive reports with just a few clicks. Simply navigate to My Company -> Reports, create a new report, and select the Disaster Recovery plan as the report type. Choose the desired report design, specify the client, and set the time zone. This report can be sent via email.
4. Customizing Reports for Each Client
At eVelocity Labs, we understand that each client may have unique requirements. That’s why our Insight platform allows you to customize reports for individual clients. By assigning specific report designs to each client, you can ensure that they receive tailored reports that address their specific needs. You have the flexibility to include client-specific introductions, summarize recovery procedures, and highlight key points that are relevant to their business.
With eVelocity Labs’s Insight platform, you can simplify the process of setting up disaster recovery reports for your clients. Enhance transparency, accuracy, and client satisfaction by leveraging our automated billing capabilities and customizable report templates. Be prepared for any unforeseen circumstances and ensure smooth business operations even in the face of adversity.
Stay prepared, stay resilient, and let eVelocity Labs empower your disaster recovery journey.