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Backup agent setup within ConnectWise Automate integration

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Deploy backup agent

You can deploy the backup agent at the client (company) level, at the location level, or to an individual computer.

Before deploying, consider the deployment exclusion options described below.

Deployment exclusions

This feature allows to exclude a location or a computer from the deployment of the backup agent.

When deploying the backup agent at the client (company) level, you can exclude locations or individual computers.

When deploying the backup agent at the location level, you can exclude individual computers.

To exclude a location:

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, right-click the name of a location, and then click Open.

  3. Go to InfoBackup.

  4. Select Infrascale exclude location from auto deploy.

  5. Click Save Additional Information.

    Exclude location

To exclude a computer:

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, click the desired location.

  3. On the Computers tab, right-click the name of a computer, and then click Open.

  4. In the top menu, click Automation (Automation icon), and then click the Extra Data Fields tile.

  5. On the left, click Infrascale.

  6. Select Infrascale exclude computer from auto deploy, and then click Save.

    Exclude computer

Client-wide deployment

Client-wide deployment allows you to install the backup agent on each computer in each location in a specific client. There are a few ways to do this.

Location-wide deployment

Location-wide deployment suggests installing the backup agent on each computer in a specific location. For this:

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, right-click the name of a location.

  3. Click ScriptsComputer ScriptsBackup and RecoveryInfrascaleInstall/Update Infrascale Backup Agent.

Per-computer deployment

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, right-click the name of a computer (on the Computers tab).

  3. Click ScriptsComputer ScriptsBackup and RecoveryInfrascaleInstall/Update Infrascale Backup Agent.

Remove backup agent

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, right-click the name of

    • a client to uninstall the backup agent from each computer within the given client (regardless of the location, to which the computers pertain); or

    • a location to uninstall the backup agent from each computer within the given location; or

    • a computer (on the Computers tab).

  3. Click ScriptsComputer ScriptsBackup and RecoveryInfrascaleInfrascale Backup Agent Uninstall.

Backup agent logs

  1. On the ConnectWise Automate server, open Automate Control Center, and go to Browse.

  2. On the Clients tab, right-click the name of

    • a client to download the backup agent logs from each computer within the given client (regardless of the location, to which the computers pertain); or

    • a location to download the backup agent logs from each computer within the given location; or

    • a computer (on the Computers tab).

  3. Click ScriptsComputer ScriptsBackup and RecoveryInfrascaleDownload Infrascale Backup Agent Logs.