What you will need:

  1. A configured [primary] CFA.
  2. Web access to the CFA.
  3. Access to the machine(s) that you'd like to backup (will need to install an Agent)
  4. Internal IP address for the machine(s) you'd like to backup.

Things to know:

The CFA uses 'Clients' to map a relationship between machines that will be backed up to the CFA.

Prior to any backup taking place, there will be a client configured.

  1. A machine can have multiple clients.
  2. Retention policies for backup jobs are set per client.

1. Create a new Client Record

First, we open up our CFA Management Console (primary CFA) by navigating from the Infrascale [Dashboard](https://dashboard.infrascale.com){:target=\_blank}.

At the top, there is an actions menu button, select this and create a 'new' client.

This will open up a dialogue to fill in:

  1. Client Name
  2. Client Description
  3. Client OS
  4. Client schedule (this can be changed later)

After saving your changes here, you'll be taken to the 'Edit' page for this particular client.

Pay attention to the Network piece, as you'll need to ensure that the port used will be open.

Most importantly, make note of the auto-generated password or type in a new password.

You'll need this password for the next step.

2. Install the Windows Agent (superagent) and register it to the Client Record we just created.

Download and install the Windows Agent (32 or 64bit) to the machine you'd like to protect.

Once installed, you'll have to option to auto-detect CFAs on your network and connect, or you can manually enter the address of your CFA and the password that was set in the previous step.

*NOTE* If you go through the wizard, you will be asked for the CFA password. This is a password that was set during setup. If you setup the CFA with the Dashboard credentials, then these creds will be used.

Once this is done, you can confirm the connection on the Windows Agent.

3. Confirm that the Client is Registered and communicating with he CFA

Finally, go back to your CFA Management console and navigate to the Clients Tab.

Instead of seeing a red mark next to your CFA, you should see a green mark, indicating that all is well.

That's it!

Now you can begin configuring schedules, retention policies and backup jobs!

Note*

File-level backups, as well as application backups, can be scheduled right away. For DR Image backups, you'll need to install the DR Image Backup software before these will run successfully.