Determine whether an agent has been configured automatically

Beginning with Portal 8.89 and Windows Agent 8.90a, backups can be configured automatically on Windows servers based on job templates. The Windows agent must be installed with a default encryption password and registered to a Portal site where agent auto-configuration is enabled. See Install the Windows Agent and plug-ins and Set up agent auto-configuration.

When agent auto-configuration is enabled, Portal finds and auto-configures eligible Windows agents every three minutes. When an agent is successfully configured, a backup job for the Windows server is created that has:

To determine whether an agent has been configured automatically, you can view the agent on the Computers page in Portal. If the agent has not been configured, an auto-configuration status message appears.

To determine whether an agent has been configured automatically:

  1. Sign in to Portal as an Admin user in a child site where agent auto-configuration is enabled, or as a parent site Admin user who can manage the child site.

  2. Do one of the following:

    • On the navigation bar, click Computers. On the Computers page, find the computer for which you want to view the auto-configuration status. Click the computer row to expand it.

    • On the navigation bar, click Dashboard. In the Notification Center, click What’s New. In the center of the dashboard, find the notification of the computer and click its Configure Now link. The computer row is shown on the Computers page.

    Note: If the computer is unconfigured and offline, you cannot expand the computer row. An agent cannot be configured automatically if it is offline after it registers to Portal. If an agent stays offline for seven days after registering to Portal, backups cannot be automatically configured on the server. If the agent comes online after seven days, an "automatic configuration has failed" message appears for the agent.

    If a job appears in the computer row, the agent has been configured. If the agent was configured automatically, the job has the name, settings and schedule specified by the job template for the child site.

    If a "queued for automatic configuration" message appears in the computer row, the agent is waiting to be configured. Portal will attempt to configure the agent in the next three minutes.

    Queued for auto-configuration

    If a "needs to be configured" message appears in the computer row, the agent is not eligible for auto-configuration and you must create a backup job manually. For more information, see Reasons that agents are not eligible for auto-configuration.

    Cannot be auto-configured

    If a "queued for automatic configuration but x of 3 attempts have failed" message appears in the computer row, an auto-configuration attempt failed. Portal will attempt to configure the agent again in the next three minutes.

    Note: Portal attempts to configure backups on a server three times after an agent is registered to Portal.

    If error information is available, the second sentence of the message (shown in a green rectangle, below) describes the issue.

    Auto-configuration attempt failed

    If an "automatic configuration has failed" message appears, three auto-configuration attempts failed. Please create a backup job manually.

    If error information is available, the second sentence of the message (shown in a green rectangle, below) describes the issue.

    automatic configuration failed message