- 1. Scope / Background
- 2. Procedure
- 2.1. Prepare
- 2.2. Agent Configuration
- 2.3. Agent Creation
- 3. Agent Creation Errors
- 3.1. "Agent Add Fail"
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.
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.
Figure 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
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.
Figure 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.
Figure 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.
Figure 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.
Figure 6: Cloud backup and retention policy
Configure the Cloud Backup and Retention Policy options, as shown in Figure 6. Then, click Next.
Figure 7: Screenshot schedule
Configure the agent's screenshot schedule, and click Next.
Figure 8: Summary
Confirm the agent's settings. Then, click Finish.
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.
Figure 9: Agent Creation Successful
3. Agent Creation Errors
This section lists some common agent creation errors and gives some advice for troubleshooting.
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.
Figure 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.