Creating a Site-Based Agent
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Site-based Agents are Agents that belong to a single Site. They will only be able to access Projects that are part of the same Site in which they are located.
To create a new Site-based Agent, navigate to your Site and select the Agents tab. Click either of the Add an Agent buttons.
Fill out the Agent Name and Agent Description fields. You may want to add the PC name (or FQDN) of the Agent for later reference. Click on the Create Agent button.
You new Agent will be shown in a "Setting Up" status, displaying a 4-digit Agent Code and instructions to download the Copia Agent.
Click on the download link and install the Copia Agent (ideally with Administrator privileges) onto the PC you plan to use for backups. If you were already signed in to Copia through your browser, Copia will recognize that connection and launch you into the Copia Agent. Otherwise, you may need to first sign in to your Copia account. Enter the 4 digit Agent Code from the previous step and press the Enter Code button to register the Agent.
Your Agent should show in a "Connected" state and display the Agent Code you just entered.
When installed, a task is created in the Windows Task Scheduler to check and restart the Agent in case it is not running. This is to prevent backups from failing. If you would like to disable the Agent for a period of time, this task should be disabled.
If you navigate back to the Agents page in the Copia Web App and refresh the page, you should see the Agent status update as an "Active" green chip. The Agent Code should also display in the top right of the Agent card, followed by the Agent version underneath.
