Things to know

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

Prior to any backup, you need to configure the clients.

A machine can have multiple clients.

Retention policies for backup jobs are set per client.

What you need

  • Access to the configured primary CFA

  • Access to the machines you want to back up, and their IP addresses

Step 1. Create a client record

  1. Log in to the CFA Management Console.

  2. At the top, there’s an actions menu button, select it and create a client.

  3. This will open up a dialogue to fill in:

    • Client Name
    • Client Description
    • Client OS
    • Client schedule (this can be changed later)
  4. After saving your changes here, you’ll be taken to the Edit tab for this particular client.

Pay attention to the Network group as you’ll need to ensure that the port used will be open.

Most importantly, make note of the auto-generated password, or enter a new password. You’ll need this password for the next step.

Step 2. Install the DR Backup Agent for Windows

  1. Download and install the DR Backup Agent for Windows (32- or 64-bit) to the machine you’d like to protect.

  2. Once installed, you’ll have the option to automatically detect and connect to the CFAs on your network, 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’ll be asked for the CFA password. This is a password that was set during the setup. If you set up the CFA with the Dashboard credentials, then these creds will be used.

Once this is done, you can confirm the connection in the installed DR Backup Agent.

Step 3. Confirm the client registration and communication

Go back to the CFA Management Console, and go to the Clients tab. You should see a green mark against the CFA, indicating that all is well.

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 imaging software beforehand.