Following are the steps you need to follow to create an agent in your R1Soft’s CDP 3.0 Enterprise Edition.

Step 1: Open your web browser and connect to the CDP 3.0 Enterprise Edition and log in using your login credentials.

Step 2: Click on the “Agents” button shown in the Main Menu located under the ‘Dashboard’ in the left pane of the page.

Step 3: Now, click on “Create New Agent” shown in the Agents menu located in the top left pane.

Step 4: Once you click on “Create New Agent” a new popup window will open allowing you to set the following things:

Description – Enter a description for the agent.
Host Name – Enter a host name or IP address of the agent.
Port Number – Define a port in order to connect
to the agent.

Step 5: For this particular agent, you can set the Group’s special permissions. However, the groups’ permissions can only be changed when:

  • Adding an Agent
  • Editing an Agent
  • Adding a Group
  • Editing a Group

Step 6: Select a group of your choice and define the special permissions for it. When you select a group you will see several boxes in the “Groups”:

  • Full Control – gives you the ability to control everything mentioned below.
  • Editing agent’s settings
  • Browsing agent’s recovery points
  • Manipulating disk safes for agent
  • Editing agent’s users
  • Manipulating policies for agent
  • Viewing agent’s task in the task history console
  • Restoring files from agent’s recovery points

If you want to remove a group from the agent properties window, simply click on the “X” icon shown in the red color.

Step 7: Same way as “Groups”, you can set special permissions for the “Users”.

Step 8: Once you are done with all the settings, click on the “Create” button at bottom of the window.

Step 9: After a moment you will see a notification window showing “Successfully created agent” message. Click on the “OK” button.

Once the Agent is created it will appear in the Agents list and the Operating System (OS) of your dedicated hosting server will be detected automatically.

That’s it!

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