GUI - Protect a System Wizard



1. Scope / Background

This article describes the Protect a System wizard. You can access this wizard from the web interface of Datto business continuity appliances, including SIRIS and ALTO.

Before pairing a new system, follow the guidelines in the Installing the Datto Windows Agent, Installing the Datto Linux Agent, Installing the Datto Mac Agent, Installing the ShadowSnap Agent, or the Agentless Backup article, depending on your production machine's operating platform. 

2. Procedure

To start the Protect a System wizard, click on the Protect link in the web interface of the Datto device, as shown in Figure 1.

mceclip1.pngFigure 1: Protect Tab

If this is the first agent on the device, you will see the window shown Figure 3. If this is not the first agent on the device, you will see a list of your agents and the Add a New Agent button in the upper right hand corner of the window.

Figure 2: Add a New Agent Button

2.1. Prepare

When you click the Add a New Agent button (or the Protect tab if this is your first agent), you will see the Protect a System screen shown in Figure 3.

mceclip0__1_.pngFigure 3: Select Backup Type

If you are adding an agent-based system, click Agent Based System, and then click Next. You will see the window shown in Figure 4. If you would like to pair an agentless system, see the article Agentless Backup: Pairing a Target System for Agentless Backups.

mceclip2.pngFigure 4: IP Address

In the IP address or Hostname box, enter the address of the machine that you would like to protect. Then, complete the following fields:

  • Do you want to copy settings from an existing system?
    • This option allows you to use the backup settings from another system that is already paired with your Datto appliance.
  • Do you want to encrypt your backups?
    • This option allows you to encrypt the backups for the new agent. If you choose the Yes option, you will be prompted to create a decryption passphrase for the agent. See How to Encrypt Backups for important information about encrypting backups on a Datto appliance. 

After you finish configuring the agent's settings, click Next.

2.2. Agent Configuration

mceclip3.pngFigure 5: Local backup and retention policy

When the Local Backup and Retention Policy screen appears, choose the schedule to back up the target machine to the Datto appliance from the drop-downs in the Set the Interval and Schedule for Local Backups fields. You can also check the box next to the Saturday and Sunday backups should be performed field to set a weekend backup schedule for the agent.

Then, set the Retention for Local Backups option. See Understanding the Retention Process for an overview of how retention works on a Datto appliance. Click Next

mceclip4.pngFigure 6: Cloud backup and retention policy

Configure the Cloud Backup and Retention Policy options, as shown in Figure 6. Then, click Next.

mceclip6.pngFigure 7: Screenshot schedule

Configure the agent's screenshot schedule, and click Next.

Screenshot verification is not available for Mac agents.

mceclip7.pngFigure 8: Summary

Confirm the agent's settings. Then, click Finish.

2.3. Agent Creation

While the wizard is working to create the agent, the Finish button will transform into a spinning gear icon. If the agent pairs successfully, you will be redirected to the Protect tab of your Datto appliance's GUI, where you will see an entry for the newly-added agent. Click the Start a Backup button to begin the agent's first backup.

On pairing, your Datto appliance may not automatically include all of the protected system's attached volumes in the default backup configuration. Certain volumes, such as recovery partitions, or volumes added after the agent's initial pairing, may be auto-excluded. Always verify that all volumes you intend to back up are included in the Volume-Level Backup Control audit when pairing a new system or adding additional volumes to a protected server.

mceclip10.pngFigure 9: Agent Creation Successful

3. Agent Creation Errors

This section lists some common agent creation errors and gives some advice for troubleshooting.

3.1. "Agent Add Fail"

If you see an "Agent Add Fail" error, as shown in Figure 10, it may be transient. You can force a retry by clicking the Finish button again. If you continue to experience pairing errors, make sure that the configuration of the target machine meets the Datto Networking Requirements, and attempt to pair the agent again.

mceclip8.pngFigure 10: Agent Add Fail

If you have tried all of the above steps, and are still unable to pair the agent, please contact Datto Technical Support.


Was this article helpful?

5 out of 6 found this helpful

You must sign in before voting on this article.

Calling all Partners! We want to hear your feedback! Please participate in this quick survey and help us build a better, more-relevant Knowledge Base!

Want to talk about it? Head on over to our Community Forum!