Prerequisites
Before diving into the installation of the Backup Windows Agent License for ConnectWise Automate, there are a few prerequisites to ensure a smooth setup. First, confirm that your ConnectWise Automate environment is running version 11 or later. This plugin is designed to be compatible with all Automate and LabTech versions starting from 11. Also, ensure that each Windows endpoint you intend to manage has the native Microsoft Server Backup application available, as this plugin relies on the functionality provided by WBAdmin.exe and PowerShell scripting.
Step 1: Installation
Begin by downloading the plugin from our product page. Once downloaded, log into your ConnectWise Automate Control Center. Navigate to the plugin manager, and click on 'Add Plugin'. Select the downloaded file and follow the prompts to install the Backup Windows plugin. The installation process is straightforward, but if you encounter any issues, our support team is just a click away.
Step 2: Configuration
After installation, it's time to configure the plugin. Head over to the 'Plugin Manager' within Automate and select 'Backup Windows'. Here, you'll configure settings specific to your MSP's needs. You can set default backup schedules, define backup destinations, and tailor alerts for backup successes or failures. Remember, the backup configurations will mirror the capabilities of the specific Windows OS you're managing, so familiarize yourself with the features WBAdmin provides for each OS.
Step 3: First Run
With everything configured, it's time to run your first backup task. Select a test machine from your Automate inventory that meets the prerequisites. Initiate a backup using the Backup Windows plugin interface. Monitor the process and verify that the backup completes successfully. Check the logs to ensure all steps were executed without errors. This initial run will confirm that the plugin is functioning correctly and is communicating properly with your Windows endpoints.
What's Next
Once you have successfully run your initial backup, dive deeper into the advanced features of the Backup Windows plugin. Explore the automation capabilities by setting up regular backup schedules across multiple endpoints, which can significantly reduce manual intervention. Use PowerShell scripting to customize and extend backup functionalities. Consider integrating the plugin's alerting system with your existing notification processes to keep your team informed of backup statuses and potential issues in real-time.
Need Help?
If you encounter any challenges or have questions as you get started with the Backup Windows plugin, visit our support forums. Our community of MSP professionals and our team are ready to assist you in maximizing the benefits of this tool. By automating your backup management, you can focus on delivering top-notch service to your clients, knowing their data is securely backed up.
