New Servosity Provisioning Workflow

With our latest release, we've reversed and integrated the steps of creating a backup account and installing the Servosity One agent.

Now, the process starts directly with downloading your company-specific Servosity One agent from the company dashboard. This change ensures a more efficient setup, allowing you to quickly add new endpoints for backup without the hassle of juggling multiple steps separately. Each company's unique agent link is designed to tailor the process to your specific needs, making it simpler and more straightforward than ever before.

Step 1: Download the Servosity One Agent

  • Access: Navigate to the company dashboard.
  • Download: Locate and download your company-specific Servosity One Agent. The link will include the company name and a provisioning token in the file name. 

    • The Servosity One button will give you an .exe that is specific to this company.
    • The ServosityOne PowerShell Install Script will give you a PowerShell Script that you can run in an Administrator PowerShell Window. This will download and run the ServosityOne installer onto the system.
    • At this point, you should also download the Remote Access Installer

Important: Do not rename the downloaded files to ensure seamless provisioning.


Step 2: Installation

  • Setup: Save the downloaded agent and run the Servosity One installer on the desired machine. Make sure to Install the Remote Access Tool as well! 

  • Completion: Once installed, Servosity One will be ready on your machine, specifically provisioned for your company.

Step 3: Provisioning

  • Initiate Provisioning: Go to the dashboard and click the Add or Provision Account button, then select Provision Servosity One.
  • Patience is Key: Provisioning may take up to five minutes to appear on the dashboard. Feel free to install agents on other machines during this wait.

Step 4: Finalizing the Setup

  • Selection: Once the system appears on the dashboard, click the Provision button out to the right of it. You will repeat this for each system you are provisioning.
    Screenshot 2024-05-14 092803
  • Will This Computer run ImageManager: If the system you're provisioning is running ImageManager or is a dedicated BDR, select "Yes" to correctly provision it. Otherwise select "No"
  • If your ImageManager system also needs to be backed up: Make sure to select "Yes" when it asks.
  • Backup Account: Select whether to create a new Backup Account, or to provision this agent to an existing account.
    • If it’s a new system that has never had a backup account, select 'New' to create a new backup account named after this system.
    • If you're re-provisioning an existing system, or activating a replacement for an existing system, select 'Existing' and choose from the listed accounts.
  • Configuration: All installed volumes are automatically selected. Deselect any as necessary, adjust retention settings, or switch the system type (e.g., from DR Server to DR Desktop).
  • Notes: Add any relevant notes for further reference.

Step 5: Activation

  • Activation: Hit 'Provision' to create the new backup account. It will initially appear as disconnected.
  • Connection: Refresh the page after a few moments to see the status change to connected.
    • Once this process is complete our team knows what to backup on this new system, and we can get started as soon as you provide remote access and credentials.

Additional Tips

  • Troubleshooting: If issues arise during provisioning, restarting the service may help. Duplicate entries will resolve shortly after a service restart.
  • Installer Types: Using the specific company installer ensures correct provisioning. If using a standard installer or a PowerShell script, adjust your filter settings accordingly.

If you have any issues with this process, please don't hesitate to reach out to for assistance.