Dex
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Security & Backup

Druva inSync & Phoenix

Run Druva inSync endpoint backup and Phoenix server backup conversationally - users, devices, backup status, restores, and legal holds for one customer.

Dex connects to Druva inSync (endpoint and SaaS backup) and Phoenix (Enterprise Workloads server backup) for a single customer through the MSP per-customer token. Admins can manage inSync users and devices, check last successful backups, run restores, work legal holds, and read reports - plus answer "did backups succeed and what failed" across Phoenix workloads, start on-demand backups, cancel jobs, and restore files or VMs. This is an MSP global app with no master mode: one shared MSC API credential, and each Dex tenant is confined by a required per-customer Druva Customer ID, so you only ever see that customer's users, devices, and backup organizations. Admin-only - every write shows an inline approval card naming the consequence before it runs.

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What Dex does with Druva inSync & Phoenix

Dex handles both admin workflows and employee self-service — all policy-guardrailed and audit-logged.

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For admins (Dex Pro)

  • Find inSync users by email, review their devices, and check last successful backups
  • Create, update, preserve, activate, reset passwords for, and delete inSync users - with an approval card
  • Disable, enable, decommission, upgrade the client on, or delete inSync devices - with an approval card
  • Start inSync restores to a device, and review restore history and status
  • Manage legal holds and custodians, and look up the holds covering a user
  • Read inSync profiles, storage, CloudCache, events, and Druva reports
  • Answer "did backups succeed and what failed" across Phoenix workloads from backup-failure alerts and job reports
  • Start on-demand Phoenix backups, cancel running jobs, and restore files to the original server or a VM to its original location - with an approval card
  • Deploy as an MSP global app - one MSC API credential, each tenant confined to its Druva Customer ID

Just ask Dex

Your team types a request in plain language. Dex investigates, plans, and executes — with the right guardrails.

Admin prompts

  • >Find the inSync user a.user@contoso.com and show their devices and last successful backup
  • >The laptop for j.smith@example.com was stolen - decommission the device
  • >Preserve the inSync user who left, d.levi@acme.com, and tell me what that stops
  • >Did Phoenix backups succeed last night? List any failures by server and error message
  • >Start an on-demand backup for the file server backup set, then read the job status back
  • >Which legal holds cover a.user@contoso.com right now?

Policy actions

Every action Dex can take on Druva inSync & Phoenix is declared, scoped, and guardrailed. Admins control which apply, who approves them, and whether they're limited to self-service.

ActionWhat it does
druva_insync_read_usersList and get inSync users
druva_insync_create_userCreate an inSync user (consumes a licence)
druva_insync_update_userChange an inSync user's name, profile, or storage
druva_insync_delete_userDelete an inSync user, all their backups and devices
druva_insync_preserve_userPreserve an inSync user (stops their backups)
druva_insync_activate_userRe-activate a preserved inSync user (consumes a licence)
druva_insync_reset_user_passwordEmail an inSync user a reset link
druva_insync_read_devicesList and get inSync devices
druva_insync_disable_deviceDisable an inSync device (stops its backups)
druva_insync_enable_deviceRe-enable an inSync device
druva_insync_decommission_deviceRemotely wipe inSync-protected data on a device
druva_insync_upgrade_clientUpgrade the inSync client on a device
druva_insync_delete_deviceDelete a device and all its backup data
druva_insync_read_backupsRead last successful inSync backups
druva_insync_read_restoresList and get inSync restores
druva_insync_restoreStart an inSync restore to a device
druva_insync_read_legal_holdsList and get legal holds and custodians
druva_insync_find_user_legal_holdsList legal holds for given users (read via POST)
druva_insync_create_legal_holdCreate a legal hold
druva_insync_update_legal_holdEdit a legal hold
druva_insync_delete_legal_holdDelete a legal hold
druva_insync_manage_legal_hold_custodiansAdd or remove legal hold custodians
druva_insync_read_profilesList and get inSync profiles
druva_insync_read_storageList and get inSync storages and CloudCache
druva_insync_read_eventsRead inSync events
druva_list_reportsList Druva reports
druva_get_reportRead a Druva report
druva_phoenix_list_orgsList Phoenix organizations
druva_phoenix_read_alertsRead Phoenix alerts including backup failures
druva_phoenix_read_reportsRead Phoenix job, backup-set, server, and usage reports
druva_phoenix_read_snapshotsList Phoenix snapshots
druva_phoenix_backup_nowStart an on-demand Phoenix backup
druva_phoenix_cancel_jobCancel a Phoenix job
druva_phoenix_restorePhoenix restore to the original server or VM

How to configure Druva inSync & Phoenix

Onboarding takes minutes. Dex validates your credentials before saving them.

Setup steps

  1. 1
    In Druva MSC, open Manage API Credentials and create (or reuse) an MSC API credential; copy its Client ID and Secret Key.
  2. 2
    Get the target customer's Druva Customer ID from the Druva MSP app (GET /msp/v3/customers on the master) or the MSC UI - it looks like a UUID plus a numeric suffix.
  3. 3
    In Dex, enable the Druva inSync & Phoenix integration and paste the Client ID, Secret Key, and Customer ID.
  4. 4
    Dex mints an MSP token, then a customer-scoped token for exactly that Customer ID, and validates it with a live product read before saving.
  5. 5
    For MSPs, deploy as a global app: one shared MSC credential, with each tenant mapped to its own Customer ID.

Credentials required

client_id
MSC API Client ID (Druva MSC > Manage API Credentials)
client_secret
MSC API Secret Key for the same credential (shown once; rotate in MSC if lost)
customer_id
Required Druva Customer ID (UUID plus numeric suffix) - confines every call to that one customer; this app has no MSP-master mode

Requirements

  • •A Druva MSC API credential (Client ID and Secret Key), the same one used by the Druva MSP app
  • •A per-customer Druva Customer ID - required; a blank id fails closed with no MSP-master fallback
  • •The customer token must carry Cloud Administrator rights (inSync endpoint APIs and Phoenix reports need them)
  • •Admin-only app - every write is gated by an inline approval card; Hyper-V, SQL, and NAS Phoenix workloads are read-only here
  • •Customer and tenant management lives in the separate Druva MSP app

See Dex run Druva inSync & Phoenix

Book a 30-minute walkthrough with our team and see how autonomous IT works in your environment — or get started for free.